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Ivy Chow

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01-31

Nvidia is a Cash Cow . I will buy more when it dip.

Nvidia: DeepSeek Isn't Going To Topple The AI Gravy Train

2022-12-19

$SPDR S&P 500 ETF Trust(SPY)$ View on SPDR S&P 500 ETF Trust(SPY)BullishBearish

2022-11-10

Should buy some

Stock Market Sell-Off: Is Amazon Stock a Buy?

2022-11-09

$Alphabet(GOOGL)$

2022-11-05

Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.

Sorry, the original content has been removed

2022-11-05

Thanks for sharing.

Sorry, the original content has been removed

2022-11-04

I just purchased some Alphabet stock. Is a good deal.

Alphabet Stock: Stop Demanding Perfection and Look at the Value

2022-11-04

I just bought some GOOGL shares. Is a good buy now. Has bright future.

Alphabet Stock: Stop Demanding Perfection and Look at the Value

2022-11-01

Is good to buy now. Has good profit for long term investment. Has good future.

1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now

2022-10-31

Is good to buy. Has future.

2022-10-24

Absolutely agreed.

It's Time for Alphabet Stock to Pay a Dividend

2022-10-24

Absolutely agreed that Alphabet stock to pay a dividend

It's Time for Alphabet Stock to Pay a Dividend

Go to Tiger App to see more news

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Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Nvidia is a Cash Cow . I will buy&nbsp;more when it dip.","listText":"Nvidia is a Cash Cow . I will buy&nbsp;more when it dip.","text":"Nvidia is a Cash Cow . I will buy more when it dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398489803231904","repostId":"1181266567","repostType":4,"repost":{"id":"1181266567","kind":"news","pubTimestamp":1738310377,"share":"https://ttm.financial/m/news/1181266567?lang=en_US&edition=fundamental","pubTime":"2025-01-31 15:59","market":"us","language":"en","title":"Nvidia: DeepSeek Isn't Going To Topple The AI Gravy Train","url":"https://stock-news.laohu8.com/highlight/detail?id=1181266567","media":"Seeking Alpha","summary":"Enterprise's skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.Former Tesla  AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by hig","content":"<html><head></head><body><h2 id=\"id_932591761\">Summary</h2><ul style=\"\"><li><p>Nvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis.</p></li><li><p>Looking deeper into the morass, I explain why DeepSeek isn&#39;t going to disrupt Nvidia&#39;s proposition. Instead, there are good reasons to believe Nvidia should benefit.</p></li><li><p>NVDA&#39;s valuation isn&#39;t excessive, and the market seems to have already considered high execution risks ahead.</p></li><li><p>The King of AI doesn&#39;t seem perturbed with the fallout, as the leading American hyperscalers are expected to press on with their AI infra buildout.</p></li><li><p>I argue why the steep selloff represents an amazing opportunity to load up more shares, as we take advantage of the confusion in the market.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>The biggest drop in recent memory on Monday took Nvidia shareholders on a wild ride this week, as dip-buyers (retail investors?) engaged in aggressive purchases to help prop up NVDA stock on Tuesday. However, the topsy-turvy week took another turn for the worse as the stock is down more than 4% on Wednesday as I write this update, showing just how uncertain the market sentiments are for the undisputed King of AI chips. I presented why NVDA&#39;s thesis was worth considering in my last update as the Blackwell ramp looks ready to move into production.</p><p>Given the deluge of Nvidia articles you might have read over the past few days, I don’t think I need to go into detail to remind you that DeepSeek caused the knee-jerk reaction in the market on Monday. Surprisingly, the previous week’s reaction was relatively “muted,” as if the market was too focused on President Trump’s inauguration and “forgot” about the threats lurking in the background as the China-based AI company impressed its US competitors with its AI chops.</p><p>I’ve been following DeepSeek very closely since Christmas when the little known (then) Chinese AI startup launched its V3 AI model, that preluded the unveiling of its breathtaking R1 reasoning model that took many by surprise. While impressed, I believe the fear that led to such a massive selloff is overdone. Fortuitously, Nvidia made it clear that DeepSeek’s achievements on significantly improving the cost efficiencies of AI models should expand the need for more GPUs, spurring broader adoption of enterprise AI use cases, and expand the ecosystem of AI application companies. That seems to be the case for AI startups as VCs who were cautious about funding companies involved in LLM development are seeing more opportunities to partake in funding AI startups involved in developing applications. That’s good news, isn’t it? Enterprise&#39;s skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.</p><p>Former Tesla (TSLA) AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by highlighting that “Deep Learning has a legendary ravenous appetite for compute, like no other algorithm that has ever been developed in AI.” He also reminded us that he “would never bet against compute as the upper bound for achievable intelligence in the long run.”</p><p>Sure, some might contend that Karpathy could have understated the immense innovative and technical ingenuities of DeepSeek’s researchers and engineers in their ability to achieve such remarkable feats of efficiencies. However, the Jevons paradox’s jab by Microsoft CEO Satya Nadella (MSFT) is a reminder that cost efficiencies shouldn’t lead to lower AI compute consumption, but should instead drive a breakthrough in demand, particularly in enterprises that have yet to embrace AI fully or still in the experimentation phase.</p><p>And who’s the main beneficiary as AI compute continues to take centerstage in the battle and race for AI supremacy? Who else other than Nvidia? Jensen Huang has built such an incredible ecosystem advantage spanning from chips, to Arm-based CPU integration (ARM), to InfiniBand and Ethernet networking bundles, allowing the company to scale quickly, while iterating to launch faster and ship faster than its rivals, while executing the extremely sticky CUDA “lock” to prevent unintentional leakages of market share to arch rivals like AMD (AMD).</p><p>Consider this. Earlier today, the Q4 earnings release by EUV leader ASML (ASML) refuted the fallacy of fearful investors who “sold first and asked questions later” on Monday, as they worry about the possible ramifications from DeepSeek’s tremendous algo efficiencies. ASML drummed up its support for improved AI growth prospects, underscoring its belief that AI demand isn’t hitting a plateau yet, contrary to the misconception by some in the financial media earlier this week, as they fanned the flames of DeepSeek’s “destructive innovation” on the moat of Nvidia and the AI ecosystem in America that has been built on massive AI compute requirements.</p><p>If anything, I believe it has driven OpenAI CEO Sam Altman and his American peers to rush toward AGI as quickly as possible, bolstered by the less onerous AI regulatory regime, under the guidance of White House crypto and AI czar David Sacks. If anything, America now recognizes that it needs to “wake up” from its slumber and complacency, and see this as its “Sputnik moment” to make sure it regains the bullish AI narrative in the market, and work hard to avoid losing market and mind share to DeepSeek and its Chinese peers.</p><p>Furthermore, let’s not forget that Nvidia is the main technology partner of President Trump’s signature $500B Stargate project. The public private partnership involving Oracle (ORCL), OpenAI, and SoftBank is a highly ambitious attempt to drive massive AI infra investments, underpinned by Nvidia and Arm as the main chip partners.</p><p>Nvidia is estimated to capture between 25% and 50% of the total spending, making Stargate an extremely lucrative venture (potentially) for Jensen Huang and his team over the next four years. While funding remains uncertain and likely to be the case in the near term, I believe we shouldn’t understate the significant growth optionality attributed to Nvidia’s principal role here. And with Masayoshi Son’s SoftBank expected to borrow against its Arm shares to finance the project, I’m pretty confident that Son will be keen to make sure Arm and Nvidia remain as the principal chip partners in the project, keeping AMD at bay. While it’s possible that OpenAI might introduce its in-house AI custom chips (possibly with Broadcom (AVGO)) as a hedge against Nvidia’s chip supply, it’s not likely to become the default mode that OpenAI will abide by, unless Nvidia’s tech ecosystem proves to be inferior when considering overall TCO.</p><p>Nvidia is also expected to diversify its reliance on data centers even as it will likely remain as the company’s most pivotal growth vector in the near and medium term. As we observed at this year’s CES, Nvidia is anticipated to be a key player in the autonomous driving scene, as it’s also a key tech partner for Tesla’s autonomous driving ambitions. As Nvidia moves beyond AI applications into AI agents and subsequently, physical AI and robotics, I believe opportunities to build another highly lucrative stream of revenue from these pillars shouldn’t be underestimated.</p><p>While AMD and Intel (INTC) are the undisputed leaders in the PC segment, Nvidia’s take with Project DIGITS marks it a serious foray to try and disrupt the incumbents’ hold on the non data center market. I’m not surprised that the company sees the opportunity to disrupt the PC market as ripe and opportunistic, given its lack of exposure there. Moreover, as AI PCs are expected to gain cadence, it makes absolute sense for Nvidia to “smell blood,” Hence, although the initial opportunities are limited to developers and advanced users for now, I wouldn’t be surprised to see the company make a more determined move to break into the mainstream market over the next couple of years, given the speed at which the company is iterating and improving.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60b6ade7408e00682896fa54e4044216\" alt=\"Nvidia estimates (TIKR)\" title=\"Nvidia estimates (TIKR)\" tg-width=\"1280\" tg-height=\"768\"/><span>Nvidia estimates (TIKR)</span></p><p>Nvidia’s growth rates are expected to slow further this year, and more so through 2026. Now, I don’t think Huang is dumb, he can also view Wall Street’s consensus and I believe management is fully aware that analysts don’t think Nvidia can continue on its monstrous and spectacular performances that the team achieved in the last two FYs after Nvidia concludes its report for the final quarter of fiscal 2025. Microsoft CFO Amy Hood (MSFT) demonstrates just how much the hyperscaler is keenly aware of what Wall Street is prognosticating, as she highlighted in her recent memo to her staff:</p><blockquote><p>As a reminder, our stock trades not only on our results, but on our outlook for the next quarter and beyond. Investors listen to our earnings call to gain deeper insights into these indicators. - (Article on Amy Hood’s memo to staff)</p></blockquote><p>Therefore, I expect Nvidia to help stoke more bullish sentiments on AI compute and provide more proof points for investors to chew on, as the company will most certainly want to regain the bullish narrative after this week’s uncertainties. Favorable commentary by Microsoft and Meta (META) in their respective earnings attempt to control the fallout from DeepSeek. Therefore, I believe they corroborate Nvidia’s optimism that the proliferation of more cost-efficient AI models should lead to a wider and deeper adoption by enterprises. Anthropic CEO Dario Amodei lent further credence to Nvidia’s proposition that the leading AI companies will need to spend even more (and not less) on AI compute to reach AGI (as quickly as possible), while “making sure” China doesn’t have access to these cutting-edge chips, as Amodei doubled down on the US in enforcing strict export controls to deny China’s access to the “millions of chips” that they need.</p><p>However, we also learned that Nvidia is strongly opposed to the Biden administration&#39;s attempt to enforce such harsh controls through the AI diffusion rules that the former President sent out just days before he left office. It remains to be seen whether the surge in demand from America and its allies can withstand the impact of reducing and lowering AI adoption in affected tier-two countries that could also hurt Nvidia’s revenue base and growth profile. Moreover, the Chinese government has started antitrust probes into Nvidia, reportedly as an attempt to strike back at the US, which could also hurt Nvidia’s business. I believe we must keep watch on these developments carefully, as the Trump administration is reportedly considering widening the export controls on Nvidia’s H20 chips (that are currently legal for export to China). While the discussions are still in an early stage, it already has an impact on NVDA’s buying sentiments, suggesting rapidly evolving market conditions. Hence, it could affect a further valuation re-rating on the stock, holding back more aggressive buying in the near term.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03b1f8c7522b9f45f029ea6870de45f3\" alt=\"NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)\" title=\"NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)\" tg-width=\"1280\" tg-height=\"787\"/><span>NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)</span></p><p>NVDA undoubtedly suffered its most significant pullback since August and September last year, and marked by the “Jan lows&#34; as I indicated in the chart above. It’s important to note that the market isn’t dumb and likely cognizant of the risks I underscored earlier; that tremendous uncertainties relating to the Trump administration’s view on export controls and also how the proliferation of cheaper AI models could work out to lower the cost for AI application developers and spurring enterprise adoption.</p><p>Interestingly, NVDA’s forward EBITDA multiple of 26.1x is still markedly lower than its ten-year average of 33.4x (based on S&amp;P Cap IQ data). Also, its forward PEG ratio of 1.15 is almost 40% below its tech sector peers, showing that investors are still cautious on taking the AI hype too far. I believe the market is keenly aware that growth rates might be tempered through 2026, and thus we need to be careful to see how the surge in AI chips could work out based on the thesis that I’ve presented earlier. For high conviction investors who have confidence that Huang and his highly competent and innovative Nvidia team will have this all work out for us, the recent pullback that has been well-supported looks like an amazing time to buy more while the market remains pessimistic.</p></body></html>","source":"lsy1728464409321","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: DeepSeek Isn't Going To Topple The AI Gravy Train</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: DeepSeek Isn't Going To Topple The AI Gravy Train\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 15:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753265-nvidia-deepseek-not-going-to-topple-ai-gravy-train><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis.Looking deeper into the morass, I explain why DeepSeek isn't going to disrupt Nvidia's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753265-nvidia-deepseek-not-going-to-topple-ai-gravy-train\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4753265-nvidia-deepseek-not-going-to-topple-ai-gravy-train","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181266567","content_text":"SummaryNvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis.Looking deeper into the morass, I explain why DeepSeek isn't going to disrupt Nvidia's proposition. Instead, there are good reasons to believe Nvidia should benefit.NVDA's valuation isn't excessive, and the market seems to have already considered high execution risks ahead.The King of AI doesn't seem perturbed with the fallout, as the leading American hyperscalers are expected to press on with their AI infra buildout.I argue why the steep selloff represents an amazing opportunity to load up more shares, as we take advantage of the confusion in the market.BING-JHEN HONGThe biggest drop in recent memory on Monday took Nvidia shareholders on a wild ride this week, as dip-buyers (retail investors?) engaged in aggressive purchases to help prop up NVDA stock on Tuesday. However, the topsy-turvy week took another turn for the worse as the stock is down more than 4% on Wednesday as I write this update, showing just how uncertain the market sentiments are for the undisputed King of AI chips. I presented why NVDA's thesis was worth considering in my last update as the Blackwell ramp looks ready to move into production.Given the deluge of Nvidia articles you might have read over the past few days, I don’t think I need to go into detail to remind you that DeepSeek caused the knee-jerk reaction in the market on Monday. Surprisingly, the previous week’s reaction was relatively “muted,” as if the market was too focused on President Trump’s inauguration and “forgot” about the threats lurking in the background as the China-based AI company impressed its US competitors with its AI chops.I’ve been following DeepSeek very closely since Christmas when the little known (then) Chinese AI startup launched its V3 AI model, that preluded the unveiling of its breathtaking R1 reasoning model that took many by surprise. While impressed, I believe the fear that led to such a massive selloff is overdone. Fortuitously, Nvidia made it clear that DeepSeek’s achievements on significantly improving the cost efficiencies of AI models should expand the need for more GPUs, spurring broader adoption of enterprise AI use cases, and expand the ecosystem of AI application companies. That seems to be the case for AI startups as VCs who were cautious about funding companies involved in LLM development are seeing more opportunities to partake in funding AI startups involved in developing applications. That’s good news, isn’t it? Enterprise's skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.Former Tesla (TSLA) AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by highlighting that “Deep Learning has a legendary ravenous appetite for compute, like no other algorithm that has ever been developed in AI.” He also reminded us that he “would never bet against compute as the upper bound for achievable intelligence in the long run.”Sure, some might contend that Karpathy could have understated the immense innovative and technical ingenuities of DeepSeek’s researchers and engineers in their ability to achieve such remarkable feats of efficiencies. However, the Jevons paradox’s jab by Microsoft CEO Satya Nadella (MSFT) is a reminder that cost efficiencies shouldn’t lead to lower AI compute consumption, but should instead drive a breakthrough in demand, particularly in enterprises that have yet to embrace AI fully or still in the experimentation phase.And who’s the main beneficiary as AI compute continues to take centerstage in the battle and race for AI supremacy? Who else other than Nvidia? Jensen Huang has built such an incredible ecosystem advantage spanning from chips, to Arm-based CPU integration (ARM), to InfiniBand and Ethernet networking bundles, allowing the company to scale quickly, while iterating to launch faster and ship faster than its rivals, while executing the extremely sticky CUDA “lock” to prevent unintentional leakages of market share to arch rivals like AMD (AMD).Consider this. Earlier today, the Q4 earnings release by EUV leader ASML (ASML) refuted the fallacy of fearful investors who “sold first and asked questions later” on Monday, as they worry about the possible ramifications from DeepSeek’s tremendous algo efficiencies. ASML drummed up its support for improved AI growth prospects, underscoring its belief that AI demand isn’t hitting a plateau yet, contrary to the misconception by some in the financial media earlier this week, as they fanned the flames of DeepSeek’s “destructive innovation” on the moat of Nvidia and the AI ecosystem in America that has been built on massive AI compute requirements.If anything, I believe it has driven OpenAI CEO Sam Altman and his American peers to rush toward AGI as quickly as possible, bolstered by the less onerous AI regulatory regime, under the guidance of White House crypto and AI czar David Sacks. If anything, America now recognizes that it needs to “wake up” from its slumber and complacency, and see this as its “Sputnik moment” to make sure it regains the bullish AI narrative in the market, and work hard to avoid losing market and mind share to DeepSeek and its Chinese peers.Furthermore, let’s not forget that Nvidia is the main technology partner of President Trump’s signature $500B Stargate project. The public private partnership involving Oracle (ORCL), OpenAI, and SoftBank is a highly ambitious attempt to drive massive AI infra investments, underpinned by Nvidia and Arm as the main chip partners.Nvidia is estimated to capture between 25% and 50% of the total spending, making Stargate an extremely lucrative venture (potentially) for Jensen Huang and his team over the next four years. While funding remains uncertain and likely to be the case in the near term, I believe we shouldn’t understate the significant growth optionality attributed to Nvidia’s principal role here. And with Masayoshi Son’s SoftBank expected to borrow against its Arm shares to finance the project, I’m pretty confident that Son will be keen to make sure Arm and Nvidia remain as the principal chip partners in the project, keeping AMD at bay. While it’s possible that OpenAI might introduce its in-house AI custom chips (possibly with Broadcom (AVGO)) as a hedge against Nvidia’s chip supply, it’s not likely to become the default mode that OpenAI will abide by, unless Nvidia’s tech ecosystem proves to be inferior when considering overall TCO.Nvidia is also expected to diversify its reliance on data centers even as it will likely remain as the company’s most pivotal growth vector in the near and medium term. As we observed at this year’s CES, Nvidia is anticipated to be a key player in the autonomous driving scene, as it’s also a key tech partner for Tesla’s autonomous driving ambitions. As Nvidia moves beyond AI applications into AI agents and subsequently, physical AI and robotics, I believe opportunities to build another highly lucrative stream of revenue from these pillars shouldn’t be underestimated.While AMD and Intel (INTC) are the undisputed leaders in the PC segment, Nvidia’s take with Project DIGITS marks it a serious foray to try and disrupt the incumbents’ hold on the non data center market. I’m not surprised that the company sees the opportunity to disrupt the PC market as ripe and opportunistic, given its lack of exposure there. Moreover, as AI PCs are expected to gain cadence, it makes absolute sense for Nvidia to “smell blood,” Hence, although the initial opportunities are limited to developers and advanced users for now, I wouldn’t be surprised to see the company make a more determined move to break into the mainstream market over the next couple of years, given the speed at which the company is iterating and improving.Nvidia estimates (TIKR)Nvidia’s growth rates are expected to slow further this year, and more so through 2026. Now, I don’t think Huang is dumb, he can also view Wall Street’s consensus and I believe management is fully aware that analysts don’t think Nvidia can continue on its monstrous and spectacular performances that the team achieved in the last two FYs after Nvidia concludes its report for the final quarter of fiscal 2025. Microsoft CFO Amy Hood (MSFT) demonstrates just how much the hyperscaler is keenly aware of what Wall Street is prognosticating, as she highlighted in her recent memo to her staff:As a reminder, our stock trades not only on our results, but on our outlook for the next quarter and beyond. Investors listen to our earnings call to gain deeper insights into these indicators. - (Article on Amy Hood’s memo to staff)Therefore, I expect Nvidia to help stoke more bullish sentiments on AI compute and provide more proof points for investors to chew on, as the company will most certainly want to regain the bullish narrative after this week’s uncertainties. Favorable commentary by Microsoft and Meta (META) in their respective earnings attempt to control the fallout from DeepSeek. Therefore, I believe they corroborate Nvidia’s optimism that the proliferation of more cost-efficient AI models should lead to a wider and deeper adoption by enterprises. Anthropic CEO Dario Amodei lent further credence to Nvidia’s proposition that the leading AI companies will need to spend even more (and not less) on AI compute to reach AGI (as quickly as possible), while “making sure” China doesn’t have access to these cutting-edge chips, as Amodei doubled down on the US in enforcing strict export controls to deny China’s access to the “millions of chips” that they need.However, we also learned that Nvidia is strongly opposed to the Biden administration's attempt to enforce such harsh controls through the AI diffusion rules that the former President sent out just days before he left office. It remains to be seen whether the surge in demand from America and its allies can withstand the impact of reducing and lowering AI adoption in affected tier-two countries that could also hurt Nvidia’s revenue base and growth profile. Moreover, the Chinese government has started antitrust probes into Nvidia, reportedly as an attempt to strike back at the US, which could also hurt Nvidia’s business. I believe we must keep watch on these developments carefully, as the Trump administration is reportedly considering widening the export controls on Nvidia’s H20 chips (that are currently legal for export to China). While the discussions are still in an early stage, it already has an impact on NVDA’s buying sentiments, suggesting rapidly evolving market conditions. Hence, it could affect a further valuation re-rating on the stock, holding back more aggressive buying in the near term.NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)NVDA undoubtedly suffered its most significant pullback since August and September last year, and marked by the “Jan lows\" as I indicated in the chart above. It’s important to note that the market isn’t dumb and likely cognizant of the risks I underscored earlier; that tremendous uncertainties relating to the Trump administration’s view on export controls and also how the proliferation of cheaper AI models could work out to lower the cost for AI application developers and spurring enterprise adoption.Interestingly, NVDA’s forward EBITDA multiple of 26.1x is still markedly lower than its ten-year average of 33.4x (based on S&P Cap IQ data). Also, its forward PEG ratio of 1.15 is almost 40% below its tech sector peers, showing that investors are still cautious on taking the AI hype too far. I believe the market is keenly aware that growth rates might be tempered through 2026, and thus we need to be careful to see how the surge in AI chips could work out based on the thesis that I’ve presented earlier. For high conviction investors who have confidence that Huang and his highly competent and innovative Nvidia team will have this all work out for us, the recent pullback that has been well-supported looks like an amazing time to buy more while the market remains pessimistic.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926307303,"gmtCreate":1671461217502,"gmtModify":1676538540094,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>View on SPDR S&amp;P 500 ETF Trust(SPY)BullishBearish","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>View on SPDR S&amp;P 500 ETF Trust(SPY)BullishBearish","text":"$SPDR S&P 500 ETF Trust(SPY)$ View on SPDR S&P 500 ETF Trust(SPY)BullishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926307303","isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960346592,"gmtCreate":1668083909417,"gmtModify":1676538009790,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Should buy some","listText":"Should buy some","text":"Should buy some","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960346592","repostId":"2282902713","repostType":4,"repost":{"id":"2282902713","kind":"highlight","pubTimestamp":1668059492,"share":"https://ttm.financial/m/news/2282902713?lang=en_US&edition=fundamental","pubTime":"2022-11-10 13:51","market":"us","language":"en","title":"Stock Market Sell-Off: Is Amazon Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2282902713","media":"Motley Fool","summary":"The company's e-commerce business has been hit especially hard in 2022.","content":"<div>\n<p>A rise in inflation and subsequent decrease in consumer spending have led to a startling stock market sell-off in 2022, with many companies hit hard by macroeconomic declines. Amazon has been one of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Sell-Off: Is Amazon Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Market Sell-Off: Is Amazon Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A rise in inflation and subsequent decrease in consumer spending have led to a startling stock market sell-off in 2022, with many companies hit hard by macroeconomic declines. Amazon has been one of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282902713","content_text":"A rise in inflation and subsequent decrease in consumer spending have led to a startling stock market sell-off in 2022, with many companies hit hard by macroeconomic declines. Amazon has been one of the hardest hit, with its share price down over 46% since January.However, the company continues to be home to a robust business that is unlikely to be down forever. With its dominating market share in industries such as e-commerce and cloud computing, Amazon is well-positioned to regain its losses down the road.With Amazon's significant loss in stock price, investors might be eyeing the shares and wondering if they're a buy. Let's see.Waiting for the economic storm clouds to clearTo put it mildly, Amazon's latest quarterly report left a lot to be desired. Revenue for its third quarter of 2022 came in at $127.1 billion against analyst expectations of $127.46 billion. Meanwhile, Amazon Web Services brought in $20.5 billion versus the expected $21.1 billion.The company's fourth-quarter forecasts have also fallen short. Amazon is expecting revenue of $140 billion to $148 billion, amounting to a year-over-year rise of 2% to 8%. Analysts at Refinitiv had previously projected that the company will earn $155.15 billion for the quarter.In the wake of poor Q3 results, Amazon's stock sank some 26% between Oct. 25 and Nov. 3 as investors grew concerned over the company's consumer-reliant segments. As is to be expected, Amazon's retail business has been hit especially hard in 2022 as rising costs have slowed consumer spending.So far, CEO Andy Jassy has responded by cutting costs in multiple divisions, such as reducing its warehouse footprint, axing some experimental tech projects, shutting down its telehealth service, Amazon Care, and pausing hiring in its executive positions.Amazon is likely to continue suffering declines in the short term as geopolitical and macroeconomic factors keep operating costs high but consumer spending low. However, the future is still bright for the e-commerce titan. Fuel, shipping, and electricity costs should eventually regulate to more palatable figures, and Amazon continues to prioritize efficiency in its business.As of June, Amazon was responsible for a 37.8% market share of the e-commerce industry. Regardless of temporary market declines in the next year, Amazon is well-positioned to see significant gains once it bounces back.A cloud computing titanWhile Amazon might be best-known for its e-commerce business, its cloud computing venture, Amazon Web Services (AWS), has quickly become its most crucial segment. Launched in 2006, AWS is responsible for hosting applications and websites for millions of organizations worldwide, with some of its biggest clients including Netflix and Microsoft's LinkedIn. The cloud computing service has swiftly risen in dominance, holding a 34% share of the $203.5 billion market in the second quarter.AWS reported $20.5 billion in revenue in its latest quarter, 16% of Amazon's total Q3 2022 revenue. Additionally, AWS was responsible for 100% of Amazon’s operating income in Q3, underling how crucial the cloud computing business has become.AWS lost some steam in the company's latest quarter, with its year-over-year rise of 27.4% lower than Q2 2022's increase of 33% and Q3 2021's 39%. Amazon CFO Brian Olsavsky attributed the slowed growth primarily to consumers and businesses reining in spending.Still, AWS remains a promising business long-term. In Amazon's Q3 report, the company revealed AWS had $104.3 billion in unearned revenue as of Sept. 30. The future earnings come from long-term contracts that will complete in about 3.8 years.Proceed with cautionAmazon has a dominating market share in multiple growing industries, which will likely boost its business in the long term. However, with its operating cash flow falling 27% in its latest quarter and its most profitable business declining in growth throughout 2022, the company will need time to bounce back.Additionally, with a price-to-earnings ratio that is about 21% higher than a year ago -- despite the steep drop in the stock price -- Amazon's shares are not the cheapest around despite a sell-off.As one of the leading tech and e-commerce companies in the world, Amazon is likely to come back strong over the long term, but it might be best to first watch its AWS business and wait until it begins seeing improving quarterly growth again before committing to Amazon.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987259140,"gmtCreate":1667930315380,"gmtModify":1676537985868,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"1\"></v-v>","text":"$Alphabet(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987259140","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984239166,"gmtCreate":1667638592155,"gmtModify":1676537947741,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.&nbsp;","listText":"Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.&nbsp;","text":"Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984239166","repostId":"2280527752","repostType":4,"isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984230724,"gmtCreate":1667638342368,"gmtModify":1676537947667,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Thanks for sharing.&nbsp;","listText":"Thanks for sharing.&nbsp;","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984230724","repostId":"2281680644","repostType":4,"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984133017,"gmtCreate":1667558784640,"gmtModify":1676537937526,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"I just purchased some Alphabet stock. Is a good deal.&nbsp;","listText":"I just purchased some Alphabet stock. Is a good deal.&nbsp;","text":"I just purchased some Alphabet stock. Is a good deal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984133017","repostId":"1147664484","repostType":4,"repost":{"id":"1147664484","kind":"news","pubTimestamp":1667552240,"share":"https://ttm.financial/m/news/1147664484?lang=en_US&edition=fundamental","pubTime":"2022-11-04 16:57","market":"us","language":"en","title":"Alphabet Stock: Stop Demanding Perfection and Look at the Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1147664484","media":"TipRanks","summary":"Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed th","content":"<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Alphabet Stock: Stop Demanding Perfection and Look at the Value</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\">\nAlphabet Stock: Stop Demanding Perfection and Look at the Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147664484","content_text":"Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this generational opportunity with an Internet and cloud giant.Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is a tech titan, but it’s in the doghouse right now. I am bullish on Alphabet stock, however, and so should any dyed-in-the-wool value hunter. Unfortunately, today’s investors are so anxiety-driven – and frankly, spoiled by years of robust corporate growth – that they refuse to see the terrific value that’s right in front of them.Perhaps I shouldn’t say, “unfortunately,” though, as there’s a huge opportunity here. Alphabet is still an American search engine, tech gadget, and cloud computing pioneer. Nothing has fundamentally changed about the company, but a recent rout in so-called growth stocks has put short-term traders on edge.They can stay on that edge if they’d like to, but chances are, the fearful skeptics will only end up buying Alphabet stock at higher prices. Instead of waiting for “confirmation” or an all-clear signal that everything’s going to be all right, I encourage you to check the data and decide for yourself whether Alphabet stock deserves an autopsy or a re-rating to the upside.Investors Should be More Realistic in Their ExpectationsThere’s no denying it: Alphabet stock tanked after the company released its third-quarter 2022 earnings results. However, this also happened to shares of Amazon, Meta Platforms, and to a lesser extent, Microsoft. It was a rough earnings season for Big Tech, and this suggests that perhaps investors have raised their expectations to unrealistic heights.Bernstein analyst Mark Shmulik seems to raise this possibility, suggesting that Big Tech’s “disastrous” results may be a result of “investor expectations, demanding perfection across complicated conglomerates.” Bernstein cited other problematic factors, but Shmulik did observe a “betting parlay-like effect going on” with large-cap tech names, “where if even one metric misses, the stock sells off.”As an individual investor, you can’t control the market’s overly-ambitious earnings expectations for companies like Alphabet and its Google business. However, you can control your own expectations and, just as importantly, let the data drive your decisions rather than your emotions.Post-Earnings, GOOGL Stock is CompellingFive years ago, did you imagine that Alphabet would carry a trailing 12-month P/E ratio of around 16.4x? Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed that Alphabet’s revenue growth would maintain its pace from last year. No company in the real world can just keep growing like that. Meanwhile, Alphabet earned $1.06 per diluted share in Q3 2022, which is perfectly respectable even if it’s not as euphoria-inducing as the year-earlier quarter’s $1.40 per share.Furthermore, Alphabet demonstrated year-over-year revenue increases from Google advertising and from total Google Services. The skeptics should also observe that Alphabet’s Google Cloud revenue improved significantly on a year-over-year basis.Besides, Alphabet achieved all of this during a time when the economy is weak and inflation is high. Advertisers aren’t likely to spend as much as usual amid this challenging financial backdrop. Hence, Alphabet deserves credit for exhibiting growth in key areas, even if many investors will only focus on the negative and dismiss the positive.Analysts All Like GOOGL Stock NowTurning to Wall Street, GOOGL is a Strong Buy, based on 29 unanimous Buy ratings. Now, there’s something you probably don’t see every day: financial experts all agree on something! By the way, the average Alphabet price target is $129.90, implying 55.7% upside potential.Conclusion: Should You Consider Alphabet Stock?Clearly, Wall Street’s experts are bullish on Alphabet stock even while some investors are panic-selling their shares. For instance, Goldman Sachs (NYSE: GS) analyst Eric Sheridan assigned a Buy rating to Alphabet stock, and he reportedly sees $135 as the stock’s fair value. Even if the amateur commentators on social media won’t acknowledge it, Alphabet showed growth in multiple categories of revenue, including Google advertising and Google Cloud. It’s possible that some traders imagined that Alphabet would continue to grow this year as it did in 2021.You don’t have to worry about other people’s too-high expectations, though. Instead, you’re invited to take advantage of the rare value-investing opportunity in GOOGL stock and consider a long position today.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984194812,"gmtCreate":1667557484036,"gmtModify":1676537937306,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"I just bought&nbsp;some GOOGL shares. Is a good buy now. Has bright future.","listText":"I just bought&nbsp;some GOOGL shares. Is a good buy now. Has bright future.","text":"I just bought some GOOGL shares. Is a good buy now. Has bright future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9984194812","repostId":"1147664484","repostType":4,"repost":{"id":"1147664484","kind":"news","pubTimestamp":1667552240,"share":"https://ttm.financial/m/news/1147664484?lang=en_US&edition=fundamental","pubTime":"2022-11-04 16:57","market":"us","language":"en","title":"Alphabet Stock: Stop Demanding Perfection and Look at the Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1147664484","media":"TipRanks","summary":"Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed th","content":"<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Alphabet Stock: Stop Demanding Perfection and Look at the Value</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\">\nAlphabet Stock: Stop Demanding Perfection and Look at the Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147664484","content_text":"Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this generational opportunity with an Internet and cloud giant.Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is a tech titan, but it’s in the doghouse right now. I am bullish on Alphabet stock, however, and so should any dyed-in-the-wool value hunter. Unfortunately, today’s investors are so anxiety-driven – and frankly, spoiled by years of robust corporate growth – that they refuse to see the terrific value that’s right in front of them.Perhaps I shouldn’t say, “unfortunately,” though, as there’s a huge opportunity here. Alphabet is still an American search engine, tech gadget, and cloud computing pioneer. Nothing has fundamentally changed about the company, but a recent rout in so-called growth stocks has put short-term traders on edge.They can stay on that edge if they’d like to, but chances are, the fearful skeptics will only end up buying Alphabet stock at higher prices. Instead of waiting for “confirmation” or an all-clear signal that everything’s going to be all right, I encourage you to check the data and decide for yourself whether Alphabet stock deserves an autopsy or a re-rating to the upside.Investors Should be More Realistic in Their ExpectationsThere’s no denying it: Alphabet stock tanked after the company released its third-quarter 2022 earnings results. However, this also happened to shares of Amazon, Meta Platforms, and to a lesser extent, Microsoft. It was a rough earnings season for Big Tech, and this suggests that perhaps investors have raised their expectations to unrealistic heights.Bernstein analyst Mark Shmulik seems to raise this possibility, suggesting that Big Tech’s “disastrous” results may be a result of “investor expectations, demanding perfection across complicated conglomerates.” Bernstein cited other problematic factors, but Shmulik did observe a “betting parlay-like effect going on” with large-cap tech names, “where if even one metric misses, the stock sells off.”As an individual investor, you can’t control the market’s overly-ambitious earnings expectations for companies like Alphabet and its Google business. However, you can control your own expectations and, just as importantly, let the data drive your decisions rather than your emotions.Post-Earnings, GOOGL Stock is CompellingFive years ago, did you imagine that Alphabet would carry a trailing 12-month P/E ratio of around 16.4x? Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed that Alphabet’s revenue growth would maintain its pace from last year. No company in the real world can just keep growing like that. Meanwhile, Alphabet earned $1.06 per diluted share in Q3 2022, which is perfectly respectable even if it’s not as euphoria-inducing as the year-earlier quarter’s $1.40 per share.Furthermore, Alphabet demonstrated year-over-year revenue increases from Google advertising and from total Google Services. The skeptics should also observe that Alphabet’s Google Cloud revenue improved significantly on a year-over-year basis.Besides, Alphabet achieved all of this during a time when the economy is weak and inflation is high. Advertisers aren’t likely to spend as much as usual amid this challenging financial backdrop. Hence, Alphabet deserves credit for exhibiting growth in key areas, even if many investors will only focus on the negative and dismiss the positive.Analysts All Like GOOGL Stock NowTurning to Wall Street, GOOGL is a Strong Buy, based on 29 unanimous Buy ratings. Now, there’s something you probably don’t see every day: financial experts all agree on something! By the way, the average Alphabet price target is $129.90, implying 55.7% upside potential.Conclusion: Should You Consider Alphabet Stock?Clearly, Wall Street’s experts are bullish on Alphabet stock even while some investors are panic-selling their shares. For instance, Goldman Sachs (NYSE: GS) analyst Eric Sheridan assigned a Buy rating to Alphabet stock, and he reportedly sees $135 as the stock’s fair value. Even if the amateur commentators on social media won’t acknowledge it, Alphabet showed growth in multiple categories of revenue, including Google advertising and Google Cloud. It’s possible that some traders imagined that Alphabet would continue to grow this year as it did in 2021.You don’t have to worry about other people’s too-high expectations, though. Instead, you’re invited to take advantage of the rare value-investing opportunity in GOOGL stock and consider a long position today.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586459019020703","authorId":"3586459019020703","name":"Twhyger","avatar":"https://community-static.tradeup.com/news/924944c1d1cd489c6dea99de491ff2b1","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3586459019020703","idStr":"3586459019020703"},"content":"Always is, but somehow I never buy.","text":"Always is, but somehow I never buy.","html":"Always is, but somehow I never buy."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985957335,"gmtCreate":1667302458527,"gmtModify":1676537894277,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Is good to buy now. Has good profit for long term investment. Has good future.&nbsp;","listText":"Is good to buy now. Has good profit for long term investment. Has good future.&nbsp;","text":"Is good to buy now. Has good profit for long term investment. Has good future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985957335","repostId":"2279384648","repostType":4,"repost":{"id":"2279384648","kind":"highlight","pubTimestamp":1667316331,"share":"https://ttm.financial/m/news/2279384648?lang=en_US&edition=fundamental","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2279384648","media":"Motley Fool","summary":"Not even tech giants like Alphabet are immune to the economic slowdown, but that doesn't mean you should avoid them.","content":"<div>\n<p>The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279384648","content_text":"The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the moment.Earnings season for the quarter ended Sept. 30 is now underway, and Google's trillion-dollar parent, Alphabet, released its results last week. It revealed a clear slowdown in the most fundamental parts of its business, but the fast-growing Google Cloud was a bright spot once again.Investors have sent Alphabet stock down 33% in the last 12 months, but here's why they should look beyond the company's recent struggles and focus on the long term -- there are no shortage of positives.The long and the shorts of YouTubeYouTube is the world's largest online video platform, and in September, it actually led TV streaming viewership in the U.S. for the first time ever. But YouTube generates revenue through advertising, and since the global economy is currently grappling with a slowdown from high inflation and rising interest rates, businesses have trimmed their marketing budgets.As a result, YouTube's revenue shrank by 1.8% year over year in the third quarter. But it's not alone in this struggle, because social media companies Meta Platforms and Snap also reported weaker-than-expected results for the period.Here's the thing, though. YouTube released Shorts two years ago to compete with ByteDance's TikTok, the short-form video king. Shorts is already succeeding having amassed 1.5 billion monthly active users with 30 billion daily views on average, placing it on par with its fierce new rival based on publicly available data.Shorts is accounting for more of users' time spent on YouTube, but short-form content monetizes at a lower rate than longer videos, which is creating a revenue headwind for Alphabet. Put simply, users prefer Shorts, but the format makes less money for the company. Alphabet is exploring new strategies to fix that problem, including a revenue-sharing arrangement with creators from 2023 that will encourage more premium content (which, in turn, is more attractive for advertisers).In addition, social shopping could be a major revenue opportunity for YouTube overall. Creators will be able to tag products in their videos, which will enable viewers to make purchases while they're watching content. To summarize, investors shouldn't expect YouTube's recent financial slowdown to last forever.Google Cloud shines amid slowing Google Search revenueGoogle remains Alphabet's flagship brand and Search is still its core driver of advertising revenue. But for that reason, it's suffering from similar issues to YouTube on account of the broader economic slowdown.Search generated $39.5 billion in revenue during Q3, a modest increase of 4.2% year over year. Alphabet's CFO, Ruth Porat, remarked that the slow growth rate was partly attributable to an incredibly strong comparable (last year's result). That's true -- in Q3 2021, Search generated a whopping 44% growth and that would've been very difficult to replicate amid the economic weakness at the moment.But one area of Alphabet's business that outperformed was Google Cloud, with sales soaring by 37%. It marked an acceleration from its second-quarter growth rate of 35%, and while it only made up about one-tenth of Alphabet's total Q3 revenue, the cloud industry is on track to be a $1.5 trillion opportunity by 2030, so it's an important area of focus for the company.As more businesses migrate their operations online, they will require more of the services provided by Google Cloud, including data storage and analysis, software development tools, cybersecurity, plus a range of artificial intelligence and machine learning applications. Thus, Google Cloud will become increasingly critical to Alphabet's growth over time.Why Alphabet stock is a buy right nowAlphabet stock fell by more than 9% the day after the company released its Q3 earnings report, and it has now lost 33% of its value in the last 12 months.Alphabet has posted earnings per share of $5.03 over the last four quarters, placing its stock at a price-to-earnings ratio of just 18.7. That's a 19% discount to the Nasdaq-100 index, which trades at a ratio of 23. It implies Alphabet stock will have to rise by approximately 23% just to trade in line with its peers in the technology sector.The caveat is that Alphabet's earnings have shrunk in every quarter of 2022 so far (year over year), so investors have crushed the stock's valuation based on the premise that the company will grow much more slowly going forward. But that's no certainty. Alphabet has a suite of incredible businesses -- Google consistently maintains a market share above 90% in the search industry, Google Cloud is growing rapidly, and YouTube has an incredible opportunity in its new Shorts format for both advertising and social shopping.This year has been tough, but history shows that economic weakness doesn't last forever. When the economy bounces back, investors might be glad they bought Alphabet stock right here on the dip.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982585314,"gmtCreate":1667211774839,"gmtModify":1676537877997,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Is good to buy. Has future.&nbsp;","listText":"Is good to buy. Has future.&nbsp;","text":"Is good to buy. Has future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982585314","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981703794,"gmtCreate":1666590023419,"gmtModify":1676537773430,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Absolutely agreed.&nbsp;","listText":"Absolutely agreed.&nbsp;","text":"Absolutely agreed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981703794","repostId":"2277405260","repostType":4,"repost":{"id":"2277405260","kind":"highlight","pubTimestamp":1666569362,"share":"https://ttm.financial/m/news/2277405260?lang=en_US&edition=fundamental","pubTime":"2022-10-24 07:56","market":"us","language":"en","title":"It's Time for Alphabet Stock to Pay a Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2277405260","media":"Motley Fool","summary":"The Google parent is wasting an opportunity to reward investors.","content":"<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Time for Alphabet Stock to Pay a Dividend</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\">\nIt's Time for Alphabet Stock to Pay a Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277405260","content_text":"Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is generally a marker of reliable profits.Alphabet has never paid a dividend despite being one of the most profitable companies in the world and having $125 billion in cash, cash equivalents, and marketable securities on its balance sheet, but it's a good candidate to pay a dividend.The company brought in $65 billion in free cash flow in the last four quarters but has struggled to find a way to invest that money to grow the business. Its other bets segment, which includes \"moonshot\" businesses like the Waymo autonomous vehicle unit and Verily life sciences, have burned billions in cash. Over the last five years, it's reported $20.7 billion in operating losses at other bets on just a fraction of that in revenue, and the losses have generally widened every year.Even its Google Cloud business significantly trails rivals like Amazon Web Services and Microsoft Azure. In 2021, Google Cloud lost $3.1 billion, though top-line growth in the business remains strong.Google's core advertising business, meanwhile, continues to grow and drive enormous profits, and that business requires relatively little investment.As the company's free cash flow has ramped up, it's spent much of that cash on buying back shares.GOOGL Free Cash Flow data by YCharts.Why pay a dividend?Share buybacks and dividends are the two ways companies can return cash to shareholders. Buying back stock helps inflate earnings per share, reducing the number of shares that company profits get divided by, and Alphabet's share buybacks have begun to make a dent in its shares outstanding.GOOGL Free Cash Flow data by YCharts.There's nothing wrong with share buybacks, and they should help improve Alphabet's returns over time, but investors generally prefer dividends for several reasons.First, dividends give investors a reliable income stream and are a way for existing shareholders away to benefit from capital returns. Without a dividend, a shareholder must sell shares to reap the rewards from buybacks or share price appreciation.Second, a dividend acts as a longer-term commitment to return capital to shareholders. Generally, companies are reluctant to stop paying a dividend once they've started. Share buybacks, on the other hand, tend to fluctuate from quarter to quarter, depending on management's assessment of the capital needs of the business and the share price. However, companies are often bad at timing share buybacks, and Alphabet itself ramped up repurchases as the stock peaked last year.Finally, paying a dividend would likely give the stock a boost by attracting income investors and dividend-holding ETFs. It would make Alphabet stock attractive to a wider range of investors.Why now?In the tech sector, it's often unfashionable to pay dividends. Apple co-founder Steve Jobs famously dismissed the idea of paying a dividend, preferring to keep the cash on hand for bold investments and acquisitions.Indeed, paying a dividend does, in some ways, signal a company's transition from a growth stock to a more mature business, but that should be a good thing. A mature business generates reliable profits, and Alphabet has long passed that transition point.Paying a dividend would reward investors and show them that management understands the current reality of the business. At this point, the company is a massive search advertising monopoly with a few money-losing side projects, and it's been that way for years. Paying a dividend would also act as a restraint on its cash-burning projects under the banner of other bets, which could also help the business and the stock.Finally, it's a great time to initiate a dividend because Alphabet's stock is cheap. It currently trades at a price-to-earnings ratio of 18.5, on par with the S&P 500, and it's even cheaper when you back out its $125 billion in cash.Alphabet could easily afford a modest yield of 1% or more and have plenty of cash left over for buybacks and investments in other bets.Though Alphabet may be one of the best-known names in tech, this is also a blue-chip stock now. It's time for it to start acting like one.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981703608,"gmtCreate":1666589963505,"gmtModify":1676537773414,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583623343213909","idStr":"3583623343213909"},"themes":[],"htmlText":"Absolutely agreed that Alphabet stock to pay a dividend","listText":"Absolutely agreed that Alphabet stock to pay a dividend","text":"Absolutely agreed that Alphabet stock to pay a dividend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981703608","repostId":"2277405260","repostType":4,"repost":{"id":"2277405260","kind":"highlight","pubTimestamp":1666569362,"share":"https://ttm.financial/m/news/2277405260?lang=en_US&edition=fundamental","pubTime":"2022-10-24 07:56","market":"us","language":"en","title":"It's Time for Alphabet Stock to Pay a Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2277405260","media":"Motley Fool","summary":"The Google parent is wasting an opportunity to reward investors.","content":"<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Time for Alphabet Stock to Pay a Dividend</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\">\nIt's Time for Alphabet Stock to Pay a Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277405260","content_text":"Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is generally a marker of reliable profits.Alphabet has never paid a dividend despite being one of the most profitable companies in the world and having $125 billion in cash, cash equivalents, and marketable securities on its balance sheet, but it's a good candidate to pay a dividend.The company brought in $65 billion in free cash flow in the last four quarters but has struggled to find a way to invest that money to grow the business. Its other bets segment, which includes \"moonshot\" businesses like the Waymo autonomous vehicle unit and Verily life sciences, have burned billions in cash. Over the last five years, it's reported $20.7 billion in operating losses at other bets on just a fraction of that in revenue, and the losses have generally widened every year.Even its Google Cloud business significantly trails rivals like Amazon Web Services and Microsoft Azure. In 2021, Google Cloud lost $3.1 billion, though top-line growth in the business remains strong.Google's core advertising business, meanwhile, continues to grow and drive enormous profits, and that business requires relatively little investment.As the company's free cash flow has ramped up, it's spent much of that cash on buying back shares.GOOGL Free Cash Flow data by YCharts.Why pay a dividend?Share buybacks and dividends are the two ways companies can return cash to shareholders. Buying back stock helps inflate earnings per share, reducing the number of shares that company profits get divided by, and Alphabet's share buybacks have begun to make a dent in its shares outstanding.GOOGL Free Cash Flow data by YCharts.There's nothing wrong with share buybacks, and they should help improve Alphabet's returns over time, but investors generally prefer dividends for several reasons.First, dividends give investors a reliable income stream and are a way for existing shareholders away to benefit from capital returns. Without a dividend, a shareholder must sell shares to reap the rewards from buybacks or share price appreciation.Second, a dividend acts as a longer-term commitment to return capital to shareholders. Generally, companies are reluctant to stop paying a dividend once they've started. Share buybacks, on the other hand, tend to fluctuate from quarter to quarter, depending on management's assessment of the capital needs of the business and the share price. However, companies are often bad at timing share buybacks, and Alphabet itself ramped up repurchases as the stock peaked last year.Finally, paying a dividend would likely give the stock a boost by attracting income investors and dividend-holding ETFs. It would make Alphabet stock attractive to a wider range of investors.Why now?In the tech sector, it's often unfashionable to pay dividends. Apple co-founder Steve Jobs famously dismissed the idea of paying a dividend, preferring to keep the cash on hand for bold investments and acquisitions.Indeed, paying a dividend does, in some ways, signal a company's transition from a growth stock to a more mature business, but that should be a good thing. A mature business generates reliable profits, and Alphabet has long passed that transition point.Paying a dividend would reward investors and show them that management understands the current reality of the business. At this point, the company is a massive search advertising monopoly with a few money-losing side projects, and it's been that way for years. Paying a dividend would also act as a restraint on its cash-burning projects under the banner of other bets, which could also help the business and the stock.Finally, it's a great time to initiate a dividend because Alphabet's stock is cheap. It currently trades at a price-to-earnings ratio of 18.5, on par with the S&P 500, and it's even cheaper when you back out its $125 billion in cash.Alphabet could easily afford a modest yield of 1% or more and have plenty of cash left over for buybacks and investments in other bets.Though Alphabet may be one of the best-known names in tech, this is also a blue-chip stock now. It's time for it to start acting like one.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9984194812,"gmtCreate":1667557484036,"gmtModify":1676537937306,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"I just bought&nbsp;some GOOGL shares. Is a good buy now. Has bright future.","listText":"I just bought&nbsp;some GOOGL shares. Is a good buy now. Has bright future.","text":"I just bought some GOOGL shares. Is a good buy now. Has bright future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9984194812","repostId":"1147664484","repostType":4,"repost":{"id":"1147664484","kind":"news","pubTimestamp":1667552240,"share":"https://ttm.financial/m/news/1147664484?lang=en_US&edition=fundamental","pubTime":"2022-11-04 16:57","market":"us","language":"en","title":"Alphabet Stock: Stop Demanding Perfection and Look at the Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1147664484","media":"TipRanks","summary":"Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed th","content":"<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Alphabet Stock: Stop Demanding Perfection and Look at the Value</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\">\nAlphabet Stock: Stop Demanding Perfection and Look at the Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147664484","content_text":"Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this generational opportunity with an Internet and cloud giant.Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is a tech titan, but it’s in the doghouse right now. I am bullish on Alphabet stock, however, and so should any dyed-in-the-wool value hunter. Unfortunately, today’s investors are so anxiety-driven – and frankly, spoiled by years of robust corporate growth – that they refuse to see the terrific value that’s right in front of them.Perhaps I shouldn’t say, “unfortunately,” though, as there’s a huge opportunity here. Alphabet is still an American search engine, tech gadget, and cloud computing pioneer. Nothing has fundamentally changed about the company, but a recent rout in so-called growth stocks has put short-term traders on edge.They can stay on that edge if they’d like to, but chances are, the fearful skeptics will only end up buying Alphabet stock at higher prices. Instead of waiting for “confirmation” or an all-clear signal that everything’s going to be all right, I encourage you to check the data and decide for yourself whether Alphabet stock deserves an autopsy or a re-rating to the upside.Investors Should be More Realistic in Their ExpectationsThere’s no denying it: Alphabet stock tanked after the company released its third-quarter 2022 earnings results. However, this also happened to shares of Amazon, Meta Platforms, and to a lesser extent, Microsoft. It was a rough earnings season for Big Tech, and this suggests that perhaps investors have raised their expectations to unrealistic heights.Bernstein analyst Mark Shmulik seems to raise this possibility, suggesting that Big Tech’s “disastrous” results may be a result of “investor expectations, demanding perfection across complicated conglomerates.” Bernstein cited other problematic factors, but Shmulik did observe a “betting parlay-like effect going on” with large-cap tech names, “where if even one metric misses, the stock sells off.”As an individual investor, you can’t control the market’s overly-ambitious earnings expectations for companies like Alphabet and its Google business. However, you can control your own expectations and, just as importantly, let the data drive your decisions rather than your emotions.Post-Earnings, GOOGL Stock is CompellingFive years ago, did you imagine that Alphabet would carry a trailing 12-month P/E ratio of around 16.4x? Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed that Alphabet’s revenue growth would maintain its pace from last year. No company in the real world can just keep growing like that. Meanwhile, Alphabet earned $1.06 per diluted share in Q3 2022, which is perfectly respectable even if it’s not as euphoria-inducing as the year-earlier quarter’s $1.40 per share.Furthermore, Alphabet demonstrated year-over-year revenue increases from Google advertising and from total Google Services. The skeptics should also observe that Alphabet’s Google Cloud revenue improved significantly on a year-over-year basis.Besides, Alphabet achieved all of this during a time when the economy is weak and inflation is high. Advertisers aren’t likely to spend as much as usual amid this challenging financial backdrop. Hence, Alphabet deserves credit for exhibiting growth in key areas, even if many investors will only focus on the negative and dismiss the positive.Analysts All Like GOOGL Stock NowTurning to Wall Street, GOOGL is a Strong Buy, based on 29 unanimous Buy ratings. Now, there’s something you probably don’t see every day: financial experts all agree on something! By the way, the average Alphabet price target is $129.90, implying 55.7% upside potential.Conclusion: Should You Consider Alphabet Stock?Clearly, Wall Street’s experts are bullish on Alphabet stock even while some investors are panic-selling their shares. For instance, Goldman Sachs (NYSE: GS) analyst Eric Sheridan assigned a Buy rating to Alphabet stock, and he reportedly sees $135 as the stock’s fair value. Even if the amateur commentators on social media won’t acknowledge it, Alphabet showed growth in multiple categories of revenue, including Google advertising and Google Cloud. It’s possible that some traders imagined that Alphabet would continue to grow this year as it did in 2021.You don’t have to worry about other people’s too-high expectations, though. Instead, you’re invited to take advantage of the rare value-investing opportunity in GOOGL stock and consider a long position today.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586459019020703","authorId":"3586459019020703","name":"Twhyger","avatar":"https://community-static.tradeup.com/news/924944c1d1cd489c6dea99de491ff2b1","crmLevel":11,"crmLevelSwitch":0,"idStr":"3586459019020703","authorIdStr":"3586459019020703"},"content":"Always is, but somehow I never buy.","text":"Always is, but somehow I never buy.","html":"Always is, but somehow I never buy."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985957335,"gmtCreate":1667302458527,"gmtModify":1676537894277,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Is good to buy now. Has good profit for long term investment. Has good future.&nbsp;","listText":"Is good to buy now. Has good profit for long term investment. Has good future.&nbsp;","text":"Is good to buy now. Has good profit for long term investment. Has good future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985957335","repostId":"2279384648","repostType":4,"repost":{"id":"2279384648","kind":"highlight","pubTimestamp":1667316331,"share":"https://ttm.financial/m/news/2279384648?lang=en_US&edition=fundamental","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2279384648","media":"Motley Fool","summary":"Not even tech giants like Alphabet are immune to the economic slowdown, but that doesn't mean you should avoid them.","content":"<div>\n<p>The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now</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\">\n1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279384648","content_text":"The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the moment.Earnings season for the quarter ended Sept. 30 is now underway, and Google's trillion-dollar parent, Alphabet, released its results last week. It revealed a clear slowdown in the most fundamental parts of its business, but the fast-growing Google Cloud was a bright spot once again.Investors have sent Alphabet stock down 33% in the last 12 months, but here's why they should look beyond the company's recent struggles and focus on the long term -- there are no shortage of positives.The long and the shorts of YouTubeYouTube is the world's largest online video platform, and in September, it actually led TV streaming viewership in the U.S. for the first time ever. But YouTube generates revenue through advertising, and since the global economy is currently grappling with a slowdown from high inflation and rising interest rates, businesses have trimmed their marketing budgets.As a result, YouTube's revenue shrank by 1.8% year over year in the third quarter. But it's not alone in this struggle, because social media companies Meta Platforms and Snap also reported weaker-than-expected results for the period.Here's the thing, though. YouTube released Shorts two years ago to compete with ByteDance's TikTok, the short-form video king. Shorts is already succeeding having amassed 1.5 billion monthly active users with 30 billion daily views on average, placing it on par with its fierce new rival based on publicly available data.Shorts is accounting for more of users' time spent on YouTube, but short-form content monetizes at a lower rate than longer videos, which is creating a revenue headwind for Alphabet. Put simply, users prefer Shorts, but the format makes less money for the company. Alphabet is exploring new strategies to fix that problem, including a revenue-sharing arrangement with creators from 2023 that will encourage more premium content (which, in turn, is more attractive for advertisers).In addition, social shopping could be a major revenue opportunity for YouTube overall. Creators will be able to tag products in their videos, which will enable viewers to make purchases while they're watching content. To summarize, investors shouldn't expect YouTube's recent financial slowdown to last forever.Google Cloud shines amid slowing Google Search revenueGoogle remains Alphabet's flagship brand and Search is still its core driver of advertising revenue. But for that reason, it's suffering from similar issues to YouTube on account of the broader economic slowdown.Search generated $39.5 billion in revenue during Q3, a modest increase of 4.2% year over year. Alphabet's CFO, Ruth Porat, remarked that the slow growth rate was partly attributable to an incredibly strong comparable (last year's result). That's true -- in Q3 2021, Search generated a whopping 44% growth and that would've been very difficult to replicate amid the economic weakness at the moment.But one area of Alphabet's business that outperformed was Google Cloud, with sales soaring by 37%. It marked an acceleration from its second-quarter growth rate of 35%, and while it only made up about one-tenth of Alphabet's total Q3 revenue, the cloud industry is on track to be a $1.5 trillion opportunity by 2030, so it's an important area of focus for the company.As more businesses migrate their operations online, they will require more of the services provided by Google Cloud, including data storage and analysis, software development tools, cybersecurity, plus a range of artificial intelligence and machine learning applications. Thus, Google Cloud will become increasingly critical to Alphabet's growth over time.Why Alphabet stock is a buy right nowAlphabet stock fell by more than 9% the day after the company released its Q3 earnings report, and it has now lost 33% of its value in the last 12 months.Alphabet has posted earnings per share of $5.03 over the last four quarters, placing its stock at a price-to-earnings ratio of just 18.7. That's a 19% discount to the Nasdaq-100 index, which trades at a ratio of 23. It implies Alphabet stock will have to rise by approximately 23% just to trade in line with its peers in the technology sector.The caveat is that Alphabet's earnings have shrunk in every quarter of 2022 so far (year over year), so investors have crushed the stock's valuation based on the premise that the company will grow much more slowly going forward. But that's no certainty. Alphabet has a suite of incredible businesses -- Google consistently maintains a market share above 90% in the search industry, Google Cloud is growing rapidly, and YouTube has an incredible opportunity in its new Shorts format for both advertising and social shopping.This year has been tough, but history shows that economic weakness doesn't last forever. When the economy bounces back, investors might be glad they bought Alphabet stock right here on the dip.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981703608,"gmtCreate":1666589963505,"gmtModify":1676537773414,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Absolutely agreed that Alphabet stock to pay a dividend","listText":"Absolutely agreed that Alphabet stock to pay a dividend","text":"Absolutely agreed that Alphabet stock to pay a dividend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981703608","repostId":"2277405260","repostType":4,"repost":{"id":"2277405260","kind":"highlight","pubTimestamp":1666569362,"share":"https://ttm.financial/m/news/2277405260?lang=en_US&edition=fundamental","pubTime":"2022-10-24 07:56","market":"us","language":"en","title":"It's Time for Alphabet Stock to Pay a Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2277405260","media":"Motley Fool","summary":"The Google parent is wasting an opportunity to reward investors.","content":"<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Time for Alphabet Stock to Pay a Dividend</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\">\nIt's Time for Alphabet Stock to Pay a Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277405260","content_text":"Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is generally a marker of reliable profits.Alphabet has never paid a dividend despite being one of the most profitable companies in the world and having $125 billion in cash, cash equivalents, and marketable securities on its balance sheet, but it's a good candidate to pay a dividend.The company brought in $65 billion in free cash flow in the last four quarters but has struggled to find a way to invest that money to grow the business. Its other bets segment, which includes \"moonshot\" businesses like the Waymo autonomous vehicle unit and Verily life sciences, have burned billions in cash. Over the last five years, it's reported $20.7 billion in operating losses at other bets on just a fraction of that in revenue, and the losses have generally widened every year.Even its Google Cloud business significantly trails rivals like Amazon Web Services and Microsoft Azure. In 2021, Google Cloud lost $3.1 billion, though top-line growth in the business remains strong.Google's core advertising business, meanwhile, continues to grow and drive enormous profits, and that business requires relatively little investment.As the company's free cash flow has ramped up, it's spent much of that cash on buying back shares.GOOGL Free Cash Flow data by YCharts.Why pay a dividend?Share buybacks and dividends are the two ways companies can return cash to shareholders. Buying back stock helps inflate earnings per share, reducing the number of shares that company profits get divided by, and Alphabet's share buybacks have begun to make a dent in its shares outstanding.GOOGL Free Cash Flow data by YCharts.There's nothing wrong with share buybacks, and they should help improve Alphabet's returns over time, but investors generally prefer dividends for several reasons.First, dividends give investors a reliable income stream and are a way for existing shareholders away to benefit from capital returns. Without a dividend, a shareholder must sell shares to reap the rewards from buybacks or share price appreciation.Second, a dividend acts as a longer-term commitment to return capital to shareholders. Generally, companies are reluctant to stop paying a dividend once they've started. Share buybacks, on the other hand, tend to fluctuate from quarter to quarter, depending on management's assessment of the capital needs of the business and the share price. However, companies are often bad at timing share buybacks, and Alphabet itself ramped up repurchases as the stock peaked last year.Finally, paying a dividend would likely give the stock a boost by attracting income investors and dividend-holding ETFs. It would make Alphabet stock attractive to a wider range of investors.Why now?In the tech sector, it's often unfashionable to pay dividends. Apple co-founder Steve Jobs famously dismissed the idea of paying a dividend, preferring to keep the cash on hand for bold investments and acquisitions.Indeed, paying a dividend does, in some ways, signal a company's transition from a growth stock to a more mature business, but that should be a good thing. A mature business generates reliable profits, and Alphabet has long passed that transition point.Paying a dividend would reward investors and show them that management understands the current reality of the business. At this point, the company is a massive search advertising monopoly with a few money-losing side projects, and it's been that way for years. Paying a dividend would also act as a restraint on its cash-burning projects under the banner of other bets, which could also help the business and the stock.Finally, it's a great time to initiate a dividend because Alphabet's stock is cheap. It currently trades at a price-to-earnings ratio of 18.5, on par with the S&P 500, and it's even cheaper when you back out its $125 billion in cash.Alphabet could easily afford a modest yield of 1% or more and have plenty of cash left over for buybacks and investments in other bets.Though Alphabet may be one of the best-known names in tech, this is also a blue-chip stock now. It's time for it to start acting like one.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984239166,"gmtCreate":1667638592155,"gmtModify":1676537947741,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.&nbsp;","listText":"Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.&nbsp;","text":"Apple is a good buy growth stock. I bought a few recently. Its future is great. I like Apple stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984239166","repostId":"2280527752","repostType":4,"isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984133017,"gmtCreate":1667558784640,"gmtModify":1676537937526,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"I just purchased some Alphabet stock. Is a good deal.&nbsp;","listText":"I just purchased some Alphabet stock. Is a good deal.&nbsp;","text":"I just purchased some Alphabet stock. Is a good deal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984133017","repostId":"1147664484","repostType":4,"repost":{"id":"1147664484","kind":"news","pubTimestamp":1667552240,"share":"https://ttm.financial/m/news/1147664484?lang=en_US&edition=fundamental","pubTime":"2022-11-04 16:57","market":"us","language":"en","title":"Alphabet Stock: Stop Demanding Perfection and Look at the Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1147664484","media":"TipRanks","summary":"Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed th","content":"<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Alphabet Stock: Stop Demanding Perfection and Look at the Value</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\">\nAlphabet Stock: Stop Demanding Perfection and Look at the Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-stock-nasdaqgoogl-stop-demanding-perfection-and-look-at-the-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147664484","content_text":"Story HighlightsAfter a tech-market rout, seeing Alphabet stock’s contrarian appeal should be as easy as A-B-C. With investors expecting too much from Big Tech, however, they could miss this generational opportunity with an Internet and cloud giant.Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is a tech titan, but it’s in the doghouse right now. I am bullish on Alphabet stock, however, and so should any dyed-in-the-wool value hunter. Unfortunately, today’s investors are so anxiety-driven – and frankly, spoiled by years of robust corporate growth – that they refuse to see the terrific value that’s right in front of them.Perhaps I shouldn’t say, “unfortunately,” though, as there’s a huge opportunity here. Alphabet is still an American search engine, tech gadget, and cloud computing pioneer. Nothing has fundamentally changed about the company, but a recent rout in so-called growth stocks has put short-term traders on edge.They can stay on that edge if they’d like to, but chances are, the fearful skeptics will only end up buying Alphabet stock at higher prices. Instead of waiting for “confirmation” or an all-clear signal that everything’s going to be all right, I encourage you to check the data and decide for yourself whether Alphabet stock deserves an autopsy or a re-rating to the upside.Investors Should be More Realistic in Their ExpectationsThere’s no denying it: Alphabet stock tanked after the company released its third-quarter 2022 earnings results. However, this also happened to shares of Amazon, Meta Platforms, and to a lesser extent, Microsoft. It was a rough earnings season for Big Tech, and this suggests that perhaps investors have raised their expectations to unrealistic heights.Bernstein analyst Mark Shmulik seems to raise this possibility, suggesting that Big Tech’s “disastrous” results may be a result of “investor expectations, demanding perfection across complicated conglomerates.” Bernstein cited other problematic factors, but Shmulik did observe a “betting parlay-like effect going on” with large-cap tech names, “where if even one metric misses, the stock sells off.”As an individual investor, you can’t control the market’s overly-ambitious earnings expectations for companies like Alphabet and its Google business. However, you can control your own expectations and, just as importantly, let the data drive your decisions rather than your emotions.Post-Earnings, GOOGL Stock is CompellingFive years ago, did you imagine that Alphabet would carry a trailing 12-month P/E ratio of around 16.4x? Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed that Alphabet’s revenue growth would maintain its pace from last year. No company in the real world can just keep growing like that. Meanwhile, Alphabet earned $1.06 per diluted share in Q3 2022, which is perfectly respectable even if it’s not as euphoria-inducing as the year-earlier quarter’s $1.40 per share.Furthermore, Alphabet demonstrated year-over-year revenue increases from Google advertising and from total Google Services. The skeptics should also observe that Alphabet’s Google Cloud revenue improved significantly on a year-over-year basis.Besides, Alphabet achieved all of this during a time when the economy is weak and inflation is high. Advertisers aren’t likely to spend as much as usual amid this challenging financial backdrop. Hence, Alphabet deserves credit for exhibiting growth in key areas, even if many investors will only focus on the negative and dismiss the positive.Analysts All Like GOOGL Stock NowTurning to Wall Street, GOOGL is a Strong Buy, based on 29 unanimous Buy ratings. Now, there’s something you probably don’t see every day: financial experts all agree on something! By the way, the average Alphabet price target is $129.90, implying 55.7% upside potential.Conclusion: Should You Consider Alphabet Stock?Clearly, Wall Street’s experts are bullish on Alphabet stock even while some investors are panic-selling their shares. For instance, Goldman Sachs (NYSE: GS) analyst Eric Sheridan assigned a Buy rating to Alphabet stock, and he reportedly sees $135 as the stock’s fair value. Even if the amateur commentators on social media won’t acknowledge it, Alphabet showed growth in multiple categories of revenue, including Google advertising and Google Cloud. It’s possible that some traders imagined that Alphabet would continue to grow this year as it did in 2021.You don’t have to worry about other people’s too-high expectations, though. Instead, you’re invited to take advantage of the rare value-investing opportunity in GOOGL stock and consider a long position today.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":2421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398489803231904,"gmtCreate":1738312573372,"gmtModify":1738312577032,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Nvidia is a Cash Cow . I will buy&nbsp;more when it dip.","listText":"Nvidia is a Cash Cow . I will buy&nbsp;more when it dip.","text":"Nvidia is a Cash Cow . I will buy more when it dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398489803231904","repostId":"1181266567","repostType":4,"repost":{"id":"1181266567","kind":"news","pubTimestamp":1738310377,"share":"https://ttm.financial/m/news/1181266567?lang=en_US&edition=fundamental","pubTime":"2025-01-31 15:59","market":"us","language":"en","title":"Nvidia: DeepSeek Isn't Going To Topple The AI Gravy Train","url":"https://stock-news.laohu8.com/highlight/detail?id=1181266567","media":"Seeking Alpha","summary":"Enterprise's skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.Former Tesla  AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by hig","content":"<html><head></head><body><h2 id=\"id_932591761\">Summary</h2><ul style=\"\"><li><p>Nvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis.</p></li><li><p>Looking deeper into the morass, I explain why DeepSeek isn&#39;t going to disrupt Nvidia&#39;s proposition. Instead, there are good reasons to believe Nvidia should benefit.</p></li><li><p>NVDA&#39;s valuation isn&#39;t excessive, and the market seems to have already considered high execution risks ahead.</p></li><li><p>The King of AI doesn&#39;t seem perturbed with the fallout, as the leading American hyperscalers are expected to press on with their AI infra buildout.</p></li><li><p>I argue why the steep selloff represents an amazing opportunity to load up more shares, as we take advantage of the confusion in the market.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>The biggest drop in recent memory on Monday took Nvidia shareholders on a wild ride this week, as dip-buyers (retail investors?) engaged in aggressive purchases to help prop up NVDA stock on Tuesday. However, the topsy-turvy week took another turn for the worse as the stock is down more than 4% on Wednesday as I write this update, showing just how uncertain the market sentiments are for the undisputed King of AI chips. I presented why NVDA&#39;s thesis was worth considering in my last update as the Blackwell ramp looks ready to move into production.</p><p>Given the deluge of Nvidia articles you might have read over the past few days, I don’t think I need to go into detail to remind you that DeepSeek caused the knee-jerk reaction in the market on Monday. Surprisingly, the previous week’s reaction was relatively “muted,” as if the market was too focused on President Trump’s inauguration and “forgot” about the threats lurking in the background as the China-based AI company impressed its US competitors with its AI chops.</p><p>I’ve been following DeepSeek very closely since Christmas when the little known (then) Chinese AI startup launched its V3 AI model, that preluded the unveiling of its breathtaking R1 reasoning model that took many by surprise. While impressed, I believe the fear that led to such a massive selloff is overdone. Fortuitously, Nvidia made it clear that DeepSeek’s achievements on significantly improving the cost efficiencies of AI models should expand the need for more GPUs, spurring broader adoption of enterprise AI use cases, and expand the ecosystem of AI application companies. That seems to be the case for AI startups as VCs who were cautious about funding companies involved in LLM development are seeing more opportunities to partake in funding AI startups involved in developing applications. That’s good news, isn’t it? Enterprise&#39;s skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.</p><p>Former Tesla (TSLA) AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by highlighting that “Deep Learning has a legendary ravenous appetite for compute, like no other algorithm that has ever been developed in AI.” He also reminded us that he “would never bet against compute as the upper bound for achievable intelligence in the long run.”</p><p>Sure, some might contend that Karpathy could have understated the immense innovative and technical ingenuities of DeepSeek’s researchers and engineers in their ability to achieve such remarkable feats of efficiencies. However, the Jevons paradox’s jab by Microsoft CEO Satya Nadella (MSFT) is a reminder that cost efficiencies shouldn’t lead to lower AI compute consumption, but should instead drive a breakthrough in demand, particularly in enterprises that have yet to embrace AI fully or still in the experimentation phase.</p><p>And who’s the main beneficiary as AI compute continues to take centerstage in the battle and race for AI supremacy? Who else other than Nvidia? Jensen Huang has built such an incredible ecosystem advantage spanning from chips, to Arm-based CPU integration (ARM), to InfiniBand and Ethernet networking bundles, allowing the company to scale quickly, while iterating to launch faster and ship faster than its rivals, while executing the extremely sticky CUDA “lock” to prevent unintentional leakages of market share to arch rivals like AMD (AMD).</p><p>Consider this. Earlier today, the Q4 earnings release by EUV leader ASML (ASML) refuted the fallacy of fearful investors who “sold first and asked questions later” on Monday, as they worry about the possible ramifications from DeepSeek’s tremendous algo efficiencies. ASML drummed up its support for improved AI growth prospects, underscoring its belief that AI demand isn’t hitting a plateau yet, contrary to the misconception by some in the financial media earlier this week, as they fanned the flames of DeepSeek’s “destructive innovation” on the moat of Nvidia and the AI ecosystem in America that has been built on massive AI compute requirements.</p><p>If anything, I believe it has driven OpenAI CEO Sam Altman and his American peers to rush toward AGI as quickly as possible, bolstered by the less onerous AI regulatory regime, under the guidance of White House crypto and AI czar David Sacks. If anything, America now recognizes that it needs to “wake up” from its slumber and complacency, and see this as its “Sputnik moment” to make sure it regains the bullish AI narrative in the market, and work hard to avoid losing market and mind share to DeepSeek and its Chinese peers.</p><p>Furthermore, let’s not forget that Nvidia is the main technology partner of President Trump’s signature $500B Stargate project. The public private partnership involving Oracle (ORCL), OpenAI, and SoftBank is a highly ambitious attempt to drive massive AI infra investments, underpinned by Nvidia and Arm as the main chip partners.</p><p>Nvidia is estimated to capture between 25% and 50% of the total spending, making Stargate an extremely lucrative venture (potentially) for Jensen Huang and his team over the next four years. While funding remains uncertain and likely to be the case in the near term, I believe we shouldn’t understate the significant growth optionality attributed to Nvidia’s principal role here. And with Masayoshi Son’s SoftBank expected to borrow against its Arm shares to finance the project, I’m pretty confident that Son will be keen to make sure Arm and Nvidia remain as the principal chip partners in the project, keeping AMD at bay. While it’s possible that OpenAI might introduce its in-house AI custom chips (possibly with Broadcom (AVGO)) as a hedge against Nvidia’s chip supply, it’s not likely to become the default mode that OpenAI will abide by, unless Nvidia’s tech ecosystem proves to be inferior when considering overall TCO.</p><p>Nvidia is also expected to diversify its reliance on data centers even as it will likely remain as the company’s most pivotal growth vector in the near and medium term. As we observed at this year’s CES, Nvidia is anticipated to be a key player in the autonomous driving scene, as it’s also a key tech partner for Tesla’s autonomous driving ambitions. As Nvidia moves beyond AI applications into AI agents and subsequently, physical AI and robotics, I believe opportunities to build another highly lucrative stream of revenue from these pillars shouldn’t be underestimated.</p><p>While AMD and Intel (INTC) are the undisputed leaders in the PC segment, Nvidia’s take with Project DIGITS marks it a serious foray to try and disrupt the incumbents’ hold on the non data center market. I’m not surprised that the company sees the opportunity to disrupt the PC market as ripe and opportunistic, given its lack of exposure there. Moreover, as AI PCs are expected to gain cadence, it makes absolute sense for Nvidia to “smell blood,” Hence, although the initial opportunities are limited to developers and advanced users for now, I wouldn’t be surprised to see the company make a more determined move to break into the mainstream market over the next couple of years, given the speed at which the company is iterating and improving.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60b6ade7408e00682896fa54e4044216\" alt=\"Nvidia estimates (TIKR)\" title=\"Nvidia estimates (TIKR)\" tg-width=\"1280\" tg-height=\"768\"/><span>Nvidia estimates (TIKR)</span></p><p>Nvidia’s growth rates are expected to slow further this year, and more so through 2026. Now, I don’t think Huang is dumb, he can also view Wall Street’s consensus and I believe management is fully aware that analysts don’t think Nvidia can continue on its monstrous and spectacular performances that the team achieved in the last two FYs after Nvidia concludes its report for the final quarter of fiscal 2025. Microsoft CFO Amy Hood (MSFT) demonstrates just how much the hyperscaler is keenly aware of what Wall Street is prognosticating, as she highlighted in her recent memo to her staff:</p><blockquote><p>As a reminder, our stock trades not only on our results, but on our outlook for the next quarter and beyond. Investors listen to our earnings call to gain deeper insights into these indicators. - (Article on Amy Hood’s memo to staff)</p></blockquote><p>Therefore, I expect Nvidia to help stoke more bullish sentiments on AI compute and provide more proof points for investors to chew on, as the company will most certainly want to regain the bullish narrative after this week’s uncertainties. Favorable commentary by Microsoft and Meta (META) in their respective earnings attempt to control the fallout from DeepSeek. Therefore, I believe they corroborate Nvidia’s optimism that the proliferation of more cost-efficient AI models should lead to a wider and deeper adoption by enterprises. Anthropic CEO Dario Amodei lent further credence to Nvidia’s proposition that the leading AI companies will need to spend even more (and not less) on AI compute to reach AGI (as quickly as possible), while “making sure” China doesn’t have access to these cutting-edge chips, as Amodei doubled down on the US in enforcing strict export controls to deny China’s access to the “millions of chips” that they need.</p><p>However, we also learned that Nvidia is strongly opposed to the Biden administration&#39;s attempt to enforce such harsh controls through the AI diffusion rules that the former President sent out just days before he left office. It remains to be seen whether the surge in demand from America and its allies can withstand the impact of reducing and lowering AI adoption in affected tier-two countries that could also hurt Nvidia’s revenue base and growth profile. Moreover, the Chinese government has started antitrust probes into Nvidia, reportedly as an attempt to strike back at the US, which could also hurt Nvidia’s business. I believe we must keep watch on these developments carefully, as the Trump administration is reportedly considering widening the export controls on Nvidia’s H20 chips (that are currently legal for export to China). While the discussions are still in an early stage, it already has an impact on NVDA’s buying sentiments, suggesting rapidly evolving market conditions. Hence, it could affect a further valuation re-rating on the stock, holding back more aggressive buying in the near term.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03b1f8c7522b9f45f029ea6870de45f3\" alt=\"NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)\" title=\"NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)\" tg-width=\"1280\" tg-height=\"787\"/><span>NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)</span></p><p>NVDA undoubtedly suffered its most significant pullback since August and September last year, and marked by the “Jan lows&#34; as I indicated in the chart above. It’s important to note that the market isn’t dumb and likely cognizant of the risks I underscored earlier; that tremendous uncertainties relating to the Trump administration’s view on export controls and also how the proliferation of cheaper AI models could work out to lower the cost for AI application developers and spurring enterprise adoption.</p><p>Interestingly, NVDA’s forward EBITDA multiple of 26.1x is still markedly lower than its ten-year average of 33.4x (based on S&amp;P Cap IQ data). Also, its forward PEG ratio of 1.15 is almost 40% below its tech sector peers, showing that investors are still cautious on taking the AI hype too far. I believe the market is keenly aware that growth rates might be tempered through 2026, and thus we need to be careful to see how the surge in AI chips could work out based on the thesis that I’ve presented earlier. For high conviction investors who have confidence that Huang and his highly competent and innovative Nvidia team will have this all work out for us, the recent pullback that has been well-supported looks like an amazing time to buy more while the market remains pessimistic.</p></body></html>","source":"lsy1728464409321","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: DeepSeek Isn't Going To Topple The AI Gravy Train</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: DeepSeek Isn't Going To Topple The AI Gravy Train\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 15:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753265-nvidia-deepseek-not-going-to-topple-ai-gravy-train><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis.Looking deeper into the morass, I explain why DeepSeek isn't going to disrupt Nvidia's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753265-nvidia-deepseek-not-going-to-topple-ai-gravy-train\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4753265-nvidia-deepseek-not-going-to-topple-ai-gravy-train","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181266567","content_text":"SummaryNvidia investors felt pain on Monday as the DeepSeek fear attempted to crumble its AI compute thesis.Looking deeper into the morass, I explain why DeepSeek isn't going to disrupt Nvidia's proposition. Instead, there are good reasons to believe Nvidia should benefit.NVDA's valuation isn't excessive, and the market seems to have already considered high execution risks ahead.The King of AI doesn't seem perturbed with the fallout, as the leading American hyperscalers are expected to press on with their AI infra buildout.I argue why the steep selloff represents an amazing opportunity to load up more shares, as we take advantage of the confusion in the market.BING-JHEN HONGThe biggest drop in recent memory on Monday took Nvidia shareholders on a wild ride this week, as dip-buyers (retail investors?) engaged in aggressive purchases to help prop up NVDA stock on Tuesday. However, the topsy-turvy week took another turn for the worse as the stock is down more than 4% on Wednesday as I write this update, showing just how uncertain the market sentiments are for the undisputed King of AI chips. I presented why NVDA's thesis was worth considering in my last update as the Blackwell ramp looks ready to move into production.Given the deluge of Nvidia articles you might have read over the past few days, I don’t think I need to go into detail to remind you that DeepSeek caused the knee-jerk reaction in the market on Monday. Surprisingly, the previous week’s reaction was relatively “muted,” as if the market was too focused on President Trump’s inauguration and “forgot” about the threats lurking in the background as the China-based AI company impressed its US competitors with its AI chops.I’ve been following DeepSeek very closely since Christmas when the little known (then) Chinese AI startup launched its V3 AI model, that preluded the unveiling of its breathtaking R1 reasoning model that took many by surprise. While impressed, I believe the fear that led to such a massive selloff is overdone. Fortuitously, Nvidia made it clear that DeepSeek’s achievements on significantly improving the cost efficiencies of AI models should expand the need for more GPUs, spurring broader adoption of enterprise AI use cases, and expand the ecosystem of AI application companies. That seems to be the case for AI startups as VCs who were cautious about funding companies involved in LLM development are seeing more opportunities to partake in funding AI startups involved in developing applications. That’s good news, isn’t it? Enterprise's skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.Former Tesla (TSLA) AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by highlighting that “Deep Learning has a legendary ravenous appetite for compute, like no other algorithm that has ever been developed in AI.” He also reminded us that he “would never bet against compute as the upper bound for achievable intelligence in the long run.”Sure, some might contend that Karpathy could have understated the immense innovative and technical ingenuities of DeepSeek’s researchers and engineers in their ability to achieve such remarkable feats of efficiencies. However, the Jevons paradox’s jab by Microsoft CEO Satya Nadella (MSFT) is a reminder that cost efficiencies shouldn’t lead to lower AI compute consumption, but should instead drive a breakthrough in demand, particularly in enterprises that have yet to embrace AI fully or still in the experimentation phase.And who’s the main beneficiary as AI compute continues to take centerstage in the battle and race for AI supremacy? Who else other than Nvidia? Jensen Huang has built such an incredible ecosystem advantage spanning from chips, to Arm-based CPU integration (ARM), to InfiniBand and Ethernet networking bundles, allowing the company to scale quickly, while iterating to launch faster and ship faster than its rivals, while executing the extremely sticky CUDA “lock” to prevent unintentional leakages of market share to arch rivals like AMD (AMD).Consider this. Earlier today, the Q4 earnings release by EUV leader ASML (ASML) refuted the fallacy of fearful investors who “sold first and asked questions later” on Monday, as they worry about the possible ramifications from DeepSeek’s tremendous algo efficiencies. ASML drummed up its support for improved AI growth prospects, underscoring its belief that AI demand isn’t hitting a plateau yet, contrary to the misconception by some in the financial media earlier this week, as they fanned the flames of DeepSeek’s “destructive innovation” on the moat of Nvidia and the AI ecosystem in America that has been built on massive AI compute requirements.If anything, I believe it has driven OpenAI CEO Sam Altman and his American peers to rush toward AGI as quickly as possible, bolstered by the less onerous AI regulatory regime, under the guidance of White House crypto and AI czar David Sacks. If anything, America now recognizes that it needs to “wake up” from its slumber and complacency, and see this as its “Sputnik moment” to make sure it regains the bullish AI narrative in the market, and work hard to avoid losing market and mind share to DeepSeek and its Chinese peers.Furthermore, let’s not forget that Nvidia is the main technology partner of President Trump’s signature $500B Stargate project. The public private partnership involving Oracle (ORCL), OpenAI, and SoftBank is a highly ambitious attempt to drive massive AI infra investments, underpinned by Nvidia and Arm as the main chip partners.Nvidia is estimated to capture between 25% and 50% of the total spending, making Stargate an extremely lucrative venture (potentially) for Jensen Huang and his team over the next four years. While funding remains uncertain and likely to be the case in the near term, I believe we shouldn’t understate the significant growth optionality attributed to Nvidia’s principal role here. And with Masayoshi Son’s SoftBank expected to borrow against its Arm shares to finance the project, I’m pretty confident that Son will be keen to make sure Arm and Nvidia remain as the principal chip partners in the project, keeping AMD at bay. While it’s possible that OpenAI might introduce its in-house AI custom chips (possibly with Broadcom (AVGO)) as a hedge against Nvidia’s chip supply, it’s not likely to become the default mode that OpenAI will abide by, unless Nvidia’s tech ecosystem proves to be inferior when considering overall TCO.Nvidia is also expected to diversify its reliance on data centers even as it will likely remain as the company’s most pivotal growth vector in the near and medium term. As we observed at this year’s CES, Nvidia is anticipated to be a key player in the autonomous driving scene, as it’s also a key tech partner for Tesla’s autonomous driving ambitions. As Nvidia moves beyond AI applications into AI agents and subsequently, physical AI and robotics, I believe opportunities to build another highly lucrative stream of revenue from these pillars shouldn’t be underestimated.While AMD and Intel (INTC) are the undisputed leaders in the PC segment, Nvidia’s take with Project DIGITS marks it a serious foray to try and disrupt the incumbents’ hold on the non data center market. I’m not surprised that the company sees the opportunity to disrupt the PC market as ripe and opportunistic, given its lack of exposure there. Moreover, as AI PCs are expected to gain cadence, it makes absolute sense for Nvidia to “smell blood,” Hence, although the initial opportunities are limited to developers and advanced users for now, I wouldn’t be surprised to see the company make a more determined move to break into the mainstream market over the next couple of years, given the speed at which the company is iterating and improving.Nvidia estimates (TIKR)Nvidia’s growth rates are expected to slow further this year, and more so through 2026. Now, I don’t think Huang is dumb, he can also view Wall Street’s consensus and I believe management is fully aware that analysts don’t think Nvidia can continue on its monstrous and spectacular performances that the team achieved in the last two FYs after Nvidia concludes its report for the final quarter of fiscal 2025. Microsoft CFO Amy Hood (MSFT) demonstrates just how much the hyperscaler is keenly aware of what Wall Street is prognosticating, as she highlighted in her recent memo to her staff:As a reminder, our stock trades not only on our results, but on our outlook for the next quarter and beyond. Investors listen to our earnings call to gain deeper insights into these indicators. - (Article on Amy Hood’s memo to staff)Therefore, I expect Nvidia to help stoke more bullish sentiments on AI compute and provide more proof points for investors to chew on, as the company will most certainly want to regain the bullish narrative after this week’s uncertainties. Favorable commentary by Microsoft and Meta (META) in their respective earnings attempt to control the fallout from DeepSeek. Therefore, I believe they corroborate Nvidia’s optimism that the proliferation of more cost-efficient AI models should lead to a wider and deeper adoption by enterprises. Anthropic CEO Dario Amodei lent further credence to Nvidia’s proposition that the leading AI companies will need to spend even more (and not less) on AI compute to reach AGI (as quickly as possible), while “making sure” China doesn’t have access to these cutting-edge chips, as Amodei doubled down on the US in enforcing strict export controls to deny China’s access to the “millions of chips” that they need.However, we also learned that Nvidia is strongly opposed to the Biden administration's attempt to enforce such harsh controls through the AI diffusion rules that the former President sent out just days before he left office. It remains to be seen whether the surge in demand from America and its allies can withstand the impact of reducing and lowering AI adoption in affected tier-two countries that could also hurt Nvidia’s revenue base and growth profile. Moreover, the Chinese government has started antitrust probes into Nvidia, reportedly as an attempt to strike back at the US, which could also hurt Nvidia’s business. I believe we must keep watch on these developments carefully, as the Trump administration is reportedly considering widening the export controls on Nvidia’s H20 chips (that are currently legal for export to China). While the discussions are still in an early stage, it already has an impact on NVDA’s buying sentiments, suggesting rapidly evolving market conditions. Hence, it could affect a further valuation re-rating on the stock, holding back more aggressive buying in the near term.NVDA price chart (weekly, medium-term, adjusted for dividends) (TradingView)NVDA undoubtedly suffered its most significant pullback since August and September last year, and marked by the “Jan lows\" as I indicated in the chart above. It’s important to note that the market isn’t dumb and likely cognizant of the risks I underscored earlier; that tremendous uncertainties relating to the Trump administration’s view on export controls and also how the proliferation of cheaper AI models could work out to lower the cost for AI application developers and spurring enterprise adoption.Interestingly, NVDA’s forward EBITDA multiple of 26.1x is still markedly lower than its ten-year average of 33.4x (based on S&P Cap IQ data). Also, its forward PEG ratio of 1.15 is almost 40% below its tech sector peers, showing that investors are still cautious on taking the AI hype too far. I believe the market is keenly aware that growth rates might be tempered through 2026, and thus we need to be careful to see how the surge in AI chips could work out based on the thesis that I’ve presented earlier. For high conviction investors who have confidence that Huang and his highly competent and innovative Nvidia team will have this all work out for us, the recent pullback that has been well-supported looks like an amazing time to buy more while the market remains pessimistic.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987259140,"gmtCreate":1667930315380,"gmtModify":1676537985868,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"1\"></v-v>","text":"$Alphabet(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987259140","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926307303,"gmtCreate":1671461217502,"gmtModify":1676538540094,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>View on SPDR S&amp;P 500 ETF Trust(SPY)BullishBearish","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>View on SPDR S&amp;P 500 ETF Trust(SPY)BullishBearish","text":"$SPDR S&P 500 ETF Trust(SPY)$ View on SPDR S&P 500 ETF Trust(SPY)BullishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926307303","isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960346592,"gmtCreate":1668083909417,"gmtModify":1676538009790,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Should buy some","listText":"Should buy some","text":"Should buy some","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960346592","repostId":"2282902713","repostType":4,"repost":{"id":"2282902713","kind":"highlight","pubTimestamp":1668059492,"share":"https://ttm.financial/m/news/2282902713?lang=en_US&edition=fundamental","pubTime":"2022-11-10 13:51","market":"us","language":"en","title":"Stock Market Sell-Off: Is Amazon Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2282902713","media":"Motley Fool","summary":"The company's e-commerce business has been hit especially hard in 2022.","content":"<div>\n<p>A rise in inflation and subsequent decrease in consumer spending have led to a startling stock market sell-off in 2022, with many companies hit hard by macroeconomic declines. Amazon has been one of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Sell-Off: Is Amazon Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Market Sell-Off: Is Amazon Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A rise in inflation and subsequent decrease in consumer spending have led to a startling stock market sell-off in 2022, with many companies hit hard by macroeconomic declines. Amazon has been one of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/11/09/stock-market-sell-off-is-amazon-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282902713","content_text":"A rise in inflation and subsequent decrease in consumer spending have led to a startling stock market sell-off in 2022, with many companies hit hard by macroeconomic declines. Amazon has been one of the hardest hit, with its share price down over 46% since January.However, the company continues to be home to a robust business that is unlikely to be down forever. With its dominating market share in industries such as e-commerce and cloud computing, Amazon is well-positioned to regain its losses down the road.With Amazon's significant loss in stock price, investors might be eyeing the shares and wondering if they're a buy. Let's see.Waiting for the economic storm clouds to clearTo put it mildly, Amazon's latest quarterly report left a lot to be desired. Revenue for its third quarter of 2022 came in at $127.1 billion against analyst expectations of $127.46 billion. Meanwhile, Amazon Web Services brought in $20.5 billion versus the expected $21.1 billion.The company's fourth-quarter forecasts have also fallen short. Amazon is expecting revenue of $140 billion to $148 billion, amounting to a year-over-year rise of 2% to 8%. Analysts at Refinitiv had previously projected that the company will earn $155.15 billion for the quarter.In the wake of poor Q3 results, Amazon's stock sank some 26% between Oct. 25 and Nov. 3 as investors grew concerned over the company's consumer-reliant segments. As is to be expected, Amazon's retail business has been hit especially hard in 2022 as rising costs have slowed consumer spending.So far, CEO Andy Jassy has responded by cutting costs in multiple divisions, such as reducing its warehouse footprint, axing some experimental tech projects, shutting down its telehealth service, Amazon Care, and pausing hiring in its executive positions.Amazon is likely to continue suffering declines in the short term as geopolitical and macroeconomic factors keep operating costs high but consumer spending low. However, the future is still bright for the e-commerce titan. Fuel, shipping, and electricity costs should eventually regulate to more palatable figures, and Amazon continues to prioritize efficiency in its business.As of June, Amazon was responsible for a 37.8% market share of the e-commerce industry. Regardless of temporary market declines in the next year, Amazon is well-positioned to see significant gains once it bounces back.A cloud computing titanWhile Amazon might be best-known for its e-commerce business, its cloud computing venture, Amazon Web Services (AWS), has quickly become its most crucial segment. Launched in 2006, AWS is responsible for hosting applications and websites for millions of organizations worldwide, with some of its biggest clients including Netflix and Microsoft's LinkedIn. The cloud computing service has swiftly risen in dominance, holding a 34% share of the $203.5 billion market in the second quarter.AWS reported $20.5 billion in revenue in its latest quarter, 16% of Amazon's total Q3 2022 revenue. Additionally, AWS was responsible for 100% of Amazon’s operating income in Q3, underling how crucial the cloud computing business has become.AWS lost some steam in the company's latest quarter, with its year-over-year rise of 27.4% lower than Q2 2022's increase of 33% and Q3 2021's 39%. Amazon CFO Brian Olsavsky attributed the slowed growth primarily to consumers and businesses reining in spending.Still, AWS remains a promising business long-term. In Amazon's Q3 report, the company revealed AWS had $104.3 billion in unearned revenue as of Sept. 30. The future earnings come from long-term contracts that will complete in about 3.8 years.Proceed with cautionAmazon has a dominating market share in multiple growing industries, which will likely boost its business in the long term. However, with its operating cash flow falling 27% in its latest quarter and its most profitable business declining in growth throughout 2022, the company will need time to bounce back.Additionally, with a price-to-earnings ratio that is about 21% higher than a year ago -- despite the steep drop in the stock price -- Amazon's shares are not the cheapest around despite a sell-off.As one of the leading tech and e-commerce companies in the world, Amazon is likely to come back strong over the long term, but it might be best to first watch its AWS business and wait until it begins seeing improving quarterly growth again before committing to Amazon.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984230724,"gmtCreate":1667638342368,"gmtModify":1676537947667,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Thanks for sharing.&nbsp;","listText":"Thanks for sharing.&nbsp;","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984230724","repostId":"2281680644","repostType":4,"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982585314,"gmtCreate":1667211774839,"gmtModify":1676537877997,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Is good to buy. Has future.&nbsp;","listText":"Is good to buy. Has future.&nbsp;","text":"Is good to buy. Has future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982585314","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981703794,"gmtCreate":1666590023419,"gmtModify":1676537773430,"author":{"id":"3583623343213909","authorId":"3583623343213909","name":"Ivy Chow","avatar":"https://community-static.tradeup.com/news/9c670cce7e9b5a3d69c003dec76214f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583623343213909","authorIdStr":"3583623343213909"},"themes":[],"htmlText":"Absolutely agreed.&nbsp;","listText":"Absolutely agreed.&nbsp;","text":"Absolutely agreed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981703794","repostId":"2277405260","repostType":4,"repost":{"id":"2277405260","kind":"highlight","pubTimestamp":1666569362,"share":"https://ttm.financial/m/news/2277405260?lang=en_US&edition=fundamental","pubTime":"2022-10-24 07:56","market":"us","language":"en","title":"It's Time for Alphabet Stock to Pay a Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2277405260","media":"Motley Fool","summary":"The Google parent is wasting an opportunity to reward investors.","content":"<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Time for Alphabet Stock to Pay a Dividend</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\">\nIt's Time for Alphabet Stock to Pay a Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/21/its-time-for-alphabet-stock-to-pay-a-dividend/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277405260","content_text":"Dividend stocks have become popular over the last year, and it's easy to see why.In bear markets, investors turn to dividend stocks as a source of reliable income and because paying a dividend is generally a marker of reliable profits.Alphabet has never paid a dividend despite being one of the most profitable companies in the world and having $125 billion in cash, cash equivalents, and marketable securities on its balance sheet, but it's a good candidate to pay a dividend.The company brought in $65 billion in free cash flow in the last four quarters but has struggled to find a way to invest that money to grow the business. Its other bets segment, which includes \"moonshot\" businesses like the Waymo autonomous vehicle unit and Verily life sciences, have burned billions in cash. Over the last five years, it's reported $20.7 billion in operating losses at other bets on just a fraction of that in revenue, and the losses have generally widened every year.Even its Google Cloud business significantly trails rivals like Amazon Web Services and Microsoft Azure. In 2021, Google Cloud lost $3.1 billion, though top-line growth in the business remains strong.Google's core advertising business, meanwhile, continues to grow and drive enormous profits, and that business requires relatively little investment.As the company's free cash flow has ramped up, it's spent much of that cash on buying back shares.GOOGL Free Cash Flow data by YCharts.Why pay a dividend?Share buybacks and dividends are the two ways companies can return cash to shareholders. Buying back stock helps inflate earnings per share, reducing the number of shares that company profits get divided by, and Alphabet's share buybacks have begun to make a dent in its shares outstanding.GOOGL Free Cash Flow data by YCharts.There's nothing wrong with share buybacks, and they should help improve Alphabet's returns over time, but investors generally prefer dividends for several reasons.First, dividends give investors a reliable income stream and are a way for existing shareholders away to benefit from capital returns. Without a dividend, a shareholder must sell shares to reap the rewards from buybacks or share price appreciation.Second, a dividend acts as a longer-term commitment to return capital to shareholders. Generally, companies are reluctant to stop paying a dividend once they've started. Share buybacks, on the other hand, tend to fluctuate from quarter to quarter, depending on management's assessment of the capital needs of the business and the share price. However, companies are often bad at timing share buybacks, and Alphabet itself ramped up repurchases as the stock peaked last year.Finally, paying a dividend would likely give the stock a boost by attracting income investors and dividend-holding ETFs. It would make Alphabet stock attractive to a wider range of investors.Why now?In the tech sector, it's often unfashionable to pay dividends. Apple co-founder Steve Jobs famously dismissed the idea of paying a dividend, preferring to keep the cash on hand for bold investments and acquisitions.Indeed, paying a dividend does, in some ways, signal a company's transition from a growth stock to a more mature business, but that should be a good thing. A mature business generates reliable profits, and Alphabet has long passed that transition point.Paying a dividend would reward investors and show them that management understands the current reality of the business. At this point, the company is a massive search advertising monopoly with a few money-losing side projects, and it's been that way for years. Paying a dividend would also act as a restraint on its cash-burning projects under the banner of other bets, which could also help the business and the stock.Finally, it's a great time to initiate a dividend because Alphabet's stock is cheap. It currently trades at a price-to-earnings ratio of 18.5, on par with the S&P 500, and it's even cheaper when you back out its $125 billion in cash.Alphabet could easily afford a modest yield of 1% or more and have plenty of cash left over for buybacks and investments in other bets.Though Alphabet may be one of the best-known names in tech, this is also a blue-chip stock now. It's time for it to start acting like one.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}