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2022-06-11

$CSI China Internet Index Bull 2X Shares(CWEB)$B

2022-06-27

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Nvidia: Paving The Way For Rapid Growth Through AI Democratization

2022-05-17

$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$B

2022-06-05

👍

NIO: The Ultimate Bottom Has Occurred

2022-05-23

$Pinduoduo Inc.(PDD)$B

2022-05-06

$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$👍👍

2022-04-29

😮

Elon Musk's Early Twitter Stock Buy Under FTC Scrutiny

2022-06-27

$CSI China Internet Index Bull 2X Shares(CWEB)$B

2022-06-21

$Alibaba(09988)$B

2022-06-19

$CSI China Internet Index Bull 2X Shares(CWEB)$B

2022-06-14

$CSI China Internet Index Bull 2X Shares(CWEB)$B

2022-05-24

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Singapore Stock Market Expected To Reverse Monday's Losses

2022-04-26

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This Emerging Opportunity Could Send Nvidia Stock Soaring

2022-06-27

$Alibaba(09988)$B

2022-06-10

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NHTSA Upgrades Probe of Tesla Autopilot in Crashes

2022-05-13

$HSBC HOLDINGS(00005)$B

2022-05-13

$HSBC HOLDINGS(00005)$B

2022-05-06

$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$[Strong]

2022-05-04

😃

Dear TSLA Stock Fans, Mark Your Calendars for Aug. 4

2022-04-29

Joker again

Stock of Spac Buying Truth Social Jumps After Trump Posts For First Time In Months

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Inc.(PDD)$B","images":[{"img":"https://community-static.tradeup.com/news/2e081e2e2123c664d0dcae02b0143862","width":"1284","height":"3005"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046166089","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046114814,"gmtCreate":1656310296639,"gmtModify":1676535804064,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046114814","repostId":"2246655237","repostType":4,"repost":{"id":"2246655237","kind":"highlight","pubTimestamp":1656300357,"share":"https://ttm.financial/m/news/2246655237?lang=&edition=fundamental","pubTime":"2022-06-27 11:25","market":"us","language":"en","title":"Nvidia: Paving The Way For Rapid Growth Through AI Democratization","url":"https://stock-news.laohu8.com/highlight/detail?id=2246655237","media":"seekingalpha","summary":"SummaryNvidia is a generational compounder that has years of 25%+ growth ahead.The enterprise is lea","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia is a generational compounder that has years of 25%+ growth ahead.</li><li>The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of businesses.</li><li>The business will generate significantly more cash flows in the future because it is hyper-focused on fortifying a powerful economic moat with tremendous economies of scale.</li><li>Its incredible durable competitive advantage is manifested through increasing margins and ROIC.</li><li>The company is starting to sell its AI software, which has serious potential to generate enormous incremental high-margin SaaS revenues with an estimated $300 billion TAM.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efbb9b3ba633f1f838307996a187d20\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>The Age of Artificial Intelligence is upon us. NVIDIA (NASDAQ:NVDA) is leading the revolution through its build-out of a comprehensive accelerated computing platform, laying the foundation for democratizing AI for thousands of businesses. This is a substantial opportunity as its AI enterprise solution has the potential to support trillions of dollars of end markets and generate billions in high-margin revenue for shareholders. Despite only launching the licensed software product in 2021, the company is already gaining momentum with large corporations signing up across a diverse set of industries. Every license that it sells will spin the flywheel faster and bolster its durable economic moat. In my view, the market is not adequately accounting for this future growth.</p><p><b>Nvidia is Strategically Positioned to Dominate the Market</b></p><p>You may believe that AI will proliferate across industries and radically change the world. It still raises the question: Why is Nvidia the business that will emerge as a prime beneficiary? You may ask, “Yeah, I understand AI and accelerated computing is promising, but isn’t the market flooded with a sea of competitors vying to capture profits? How can you possibly pick out the winner?” This is a great question.</p><p>In a memo written immediately before the dot-com crash, Howard Marks, the founder of Oaktree Capital, addressed the problem of picking winners in an industry whose technology promises to transform society.</p><blockquote>Of course, the entire furor over technology, e-commerce and telecom stocks stems from the companies&#39; potential to change the world. I have absolutely no doubt that these movements are revolutionizing life as we know it, or that they will leave the world almost unrecognizable from what it was only a few years ago. The challenge lies in figuring out who the winners will be, and what a piece of them is really worth today.</blockquote><blockquote>As usual, Buffet puts it as succinctly as anyone could: “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.</blockquote><blockquote>Howard Marks, &#34;Bubble.com&#34;</blockquote><p>Marks correctly points out that it is not good enough to understand whether a particular industry or technology will make an outsized impact when making an investment. My belief is that Nvidia will generate significantly more cash flows in the future not simply because it is riding the wave of a quickly growing industry, but rather because its products and services provide tremendous value and cost savings to its customers. Furthermore, it is hyper-focused on building a powerful economic moat around its business that is difficult for its competitors to compete with. For instance, it is the only supplier that can ship a turnkey data center system with a fully unified architecture. The breadth and depth of its solution are unparalleled in the market. The physical components are fully programable with Nvidia’s proprietary software layer. This layer enables engineers to tap into the incredible horsepower of the accelerated hardware. This architecture design incentivizes its customers to take advantage of its capabilities by tightly integrating the platform with their systems and applications, thus significantly raising switching costs.</p><p>Management is not shy about this strategic point of differentiation. For instance, Piper Sandler asked Nvidia’s VP of Enterprise Computing if anyone else in the space is close to delivering a complete package that is competitive with Nvidia’s offering.</p><blockquote>But I would say we do not think so, right? But I will elaborate on that, right? If you think about the picture shown in my slide, the point we made was this is really a full stack problem from the piece parts of the hardware to the systems, to the low level of software, to the frameworks on top. We&#39;re the only company in the planet that has been working on all of these limits. We believe we are really the only company in the planet, Harsh, that has focused on the entire stack, right? And that&#39;s why we need to really optimize it and tailor it for these businesses.</blockquote><blockquote>Manuvir Das, Piper Sandler 2021 Virtual Global Technology Conference</blockquote><p>This full-stack solution includes GPUs, CPUs, DPUs, SOCs, lightning-fast networking interconnect equipment, SDKs, libraries, virtual worlds simulations, AI models, software services, and more. These components have enabled Nvidia to deliver exceptional performance and consistently dominate the competition in MLPerf AI Benchmarks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02adbc99166d7c763a1cfff607567e9b\" tg-width=\"1280\" tg-height=\"798\" width=\"100%\" height=\"auto\"/><span>MLPerf Benchmarks (Nvidia)</span></p><p><b>The Proof is in the Numbers</b></p><p>Nvidia’s operating results demonstrate the expanding economies of scale. By far, the most significant contribution of profits has come from the Datacenter and Gaming segments, which are a combined ~86% of total revenues.</p><p>Gaming is the company’s bread and butter. It boasts a high degree of penetration in the market with a 78% market share in PC discrete GPUs, over 200 million gamers using GeForce, 76% share of gamers who use its GPUs according to the latest May 2022 Steam survey, and 15 million+ GeForce NOW subscribers. This strong market leadership and a foundation for favorable overall industry growth have produced a healthy 25% 5-year CAGR. Despite a tough macro environment and a downturn in the crypto market, the business should continue to have multiple tailwinds at its back with the adoption of its RTX GPUs for its state-of-the-art ray-tracing capabilities, the rise of eSports, further market penetration of its GeForce NOW streaming service, and the growing popularity of speculative gaming through platforms like Twitch.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e976ca4219f8a93d7f83dfac5bb6121\" tg-width=\"1157\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>Nvidia Annual Specialized Markets Revenue (Image created by author with data from Nvidia 10K)</span></p><p>The other significant contributor to gross margins is the data center. As shown in the graphic below, its data center products have a higher gross margin profile than the rest of the business units. Thus, the seven-year 65% Data Center CAGR vs. 28% overall is mainly responsible for operating and gross margins expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a94e51889b8a32c9e2a30e79e5d5e677\" tg-width=\"876\" tg-height=\"697\" width=\"100%\" height=\"auto\"/><span>Nvidia Gross Margin Segment Profile (2021 Nvidia GTC Presentation)</span></p><p>Much of the gains in operating margin have come from COGS reduction as a % of revenue. The gross margin should expand further as the sales mix continues to shift toward the data center and SaaS revenue. There is still room to gain further operating leverage in the mid to long term for both R&amp;D and SGA, representing a combined 17.5% of revenue. I do not anticipate research costs showing much operating leverage within the next few years as the business invests heavily in IP. I expect SGA costs, on the other hand, to trend downward by roughly 1-2% over the next five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afe24a7769facb5e0e721d28a531ca7e\" tg-width=\"1170\" tg-height=\"722\" width=\"100%\" height=\"auto\"/><span>Nvidia Main Operational Costs (Image created by author with data from Nvidia 10K)</span></p><p><b>Steady Progress Toward the Proliferation of Nvidia AI</b></p><p>Within the data center segment, hyperscalers (think cloud companies like AWS) and vertical enterprises continue to purchase Nvidia’s products like hotcakes. For instance, Meta (META) announced in early 2022 that it is building out “the world’s fastest AI supercomputer” with sixteen thousand A100 Tensor Core GPUs later this year. Similarly, Tesla (TSLA) unveiled in 2021 that it was using nearly six thousand A100s to train deep neural networks for its autopilot system and self-driving capabilities. Additionally, all major cloud providers offer A100 Nvidia GPU-accelerated instances. The success with its hyperscaler partners is impressive, considering many of them design their own proprietary data center chips.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1373bda34884993b4bdc05c39c3cd16\" tg-width=\"1280\" tg-height=\"649\" width=\"100%\" height=\"auto\"/><span>Nvidia AI Data Center Progress (Nvidia Investor Day 2022 Presentation)</span></p><p>A considerable tailwind for the fast adoption of Nvidia AI is the rapidly increasing complexity of training and inference workloads. Major revolutionary breakthroughs within the past three years have raised the bar for computational demands. These discoveries include natural language processing and Deep Learning Recommender System (DLRM). Underpinning both of these models is the concept of a transformer. Transformers enable neural networks to learn contextually without requiring an extensive human-labeled data set, which is highly costly and time-consuming to procure. According to the company, these two areas are driving enormous investments in cloud service providers to train these sophisticated models without sacrificing speed. Furthermore, the firm announced the turbocharged H100 data center GPU at the 2022 GTC. Designed with its next-gen Hopper architecture, the H100 was architected with an advanced transformer engine to support these cutting-edge models.</p><p>One of management’s big audacious goals is to democratize AI by making it more accessible to all businesses regardless of their technical core competencies. In this envisioned future, corporations of varying sizes will purchase licenses for AI capabilities from Nvidia, similar to how companies today buy mission-critical subscriptions to support business operations from firms such as <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), Microsoft (MSFT), or <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (ADBE). To accomplish this vision and capture the estimated $300 billion market for AI Enterprise and Omniverse Enterprise software, the CEO, Jensen Huang believes Nvidia must bundle up the software and hardware components into a complete, ready-to-use package for its customers. This bundling is necessary because many enterprises do not have the technical ability or resources to build proprietary AI solutions. Additionally, developing a homegrown system would require an enormous effort to stitch together the complex algorithms, system software, networking, and storage components. With the launch of its new data center AI Enterprise software services, the company is one step closer to making this a reality. For instance, its newly minted Base Command and Fleet Command IT solutions orchestrate the development and deployment of AI software at the data center and the edge at scale. These services will work on top of VMWare vSphere, the de-facto data center platform. The business is addressing a critical IT infrastructure gap that will ease technical burdens and lower AI adoption barriers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76b4533fed4d1bbdf386ddc693e29858\" tg-width=\"1280\" tg-height=\"673\" width=\"100%\" height=\"auto\"/><span>Nvidia Enterprise Computing Market Opportunity (Nvidia Investor Day 2022 Presentation)</span></p><p>The Professional Visualization and Auto segments are still subscale and represent only ~10% of sales. I believe these business units have tremendous growth ahead of them. Management is pouring lots of capital into both segments with its Omniverse Enterprise AI and DRIVE Hyperion platforms.</p><p>On the Professional Visualization end, Nvidia is starting to ramp up its Omniverse enterprise software, which has serious potential to generate enormous incremental high-margin SaaS revenues. These days, investors are understandably skeptical of the Metaverse hype. META, for example, is hinging much of its future success on producing the metaverse. It is allocating significant resources toward that end. In 2022, investors are not inclined to pay for this upside (and potentially assign a negative valuation to the venture) considering a mere ~9x EV-to-EBIT for the entire business despite a high-quality core operating business gushing free cash flow.</p><p>Nvidia has a vastly different strategic position toward virtual or augmented worlds that is quickly gaining commercial traction. Management is focused on two primary opportunities in this space. The first is Omniverse for Designers, which enables creators worldwide to collaborate within 3D virtual spaces to design and build products. The second is digital twins for companies to unlock operational efficiencies and maximize productivity for client-facing and production-related processes. For example, Amazon (AMZN) uses digital twins to optimize digital warehouse design and flow and train intelligent robots. Kroger (KR) is utilizing it to maximize store efficiency by creating digital twins of its supermarkets to simulate and iterate over various floor plan layouts before it allocates resources to make modifications across its physical locations. According to Nvidia&#39;s VP of Omniverse, BMW is saving up to 30% on their costs with the use of a factory digital twin. In any case, Nvidia is selling licenses at $9k per year for a workgroup of 2 Creators, 10 Reviewers, and 4 Omniverse Nucleus (the collaboration engine which manages asset interchange and version control) subscriptions. Management believes that this new business will spur a virtuous cycle. The idea is that license purchases will lead to more hardware sales. In turn, the increased hardware sales will boost production capacity and influence customers to purchase even more licenses. Nvidia already sees early success. For example, after announcing the product in Q2 2021, Nvidia has already signed up 10% of the world’s top 100 companies with ~200k software downloads and nearly 300 companies evaluating.</p><p>In the auto market, the company has cultivated an $11 billion pipeline and counting through 2027. Nvidia has partnerships with a handful of marquee names such as Mercedes (OTCPK:DMLRY), Jaguar/Land Rover (TTM), Volvo (OTCPK:VLVLY), Polestar, Amazon’s ZOOX, DiDi, Polestar, BYD (OTCPK:BYDDY), NIO, and more. Three of these deals have recurring revenue characteristics in which the company splits the fees from over-the-air updates to the vehicles. This revenue stream will start flowing through in 2024 and 2025 for Mercedes and Jaguar/Land Rover, respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35772b772a1f31d4bc81b6dd2675279d\" tg-width=\"1280\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Nvidia Automotive Design Pipeline (Nvidia Q1 2022 Investor Presentation)</span></p><p><b>Risks</b></p><p><i>Fast Pace of Technological Innovation Weakens Competitive Position</i></p><p>The GPU is not the only show in town. There are other types of accelerators such as CPUs, ASICs, TPUs, and FPGAs. Money is pouring into the sector with the rapid rise and proliferation of machine learning applications. This investment has caused an explosion of new and exciting silicon chips. Traditional semiconductor businesses like Intel, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Xilinx invest heavily in developing AI processors. The major cloud companies vertically integrate backward and produce specialized silicon, such as Google with the TPU and Alibaba with the Yitian 710. Cloud businesses have a compelling incentive to build proprietary infrastructure to reduce costs at scale and forge their competitive advantages around computing power.</p><p><i>Commoditization Risk</i></p><p>Any undifferentiated product is at risk of turning into a commodity. Technology is specifically vulnerable to the commoditization process since innovation moves quickly. Once a company invents a cutting-edge product that gives it an edge in the market, history tells us that the natural progression is for competitors to attempt to clone and catch up. For instance, in the late 1990s, <a href=\"https://laohu8.com/S/IBM\">IBM</a> figured out a method to use copper wiring in integrated circuits. IBM spent plenty of money and undertook years of research to accomplish this. Unfortunately for IBM, competitors copied it just two years later after its supplier partnered with them.</p><p>Additionally, the technological leader must allocate a significant amount of its capital toward R&amp;D expenses to innovate. The business that copies can do so through less expensive means such as poaching employees from the firm, working with suppliers, or reverse-engineering to replicate an existing product. Nvidia may experience a similar dynamic. The competitive landscape is fierce as substantial capital is flowing into semiconductor companies. According to PitchBook, venture capital firms have invested over $11 billion into the United States silicon chip startups since 2012. The race to develop the best chips in the world constantly keeps Nvidia on its toes. Rapid industry innovation increases the chance that peers create similar products and services that would preclude Nvidia from demanding a hefty premium in an increasingly fragmented environment.</p><p><b>The Valuation of a Generational Compounder</b></p><p>In my view, the company has years of 25%+ compounded growth ahead of it. It is challenging for businesses to maintain such as growth rate after enjoying a 28% seven-year CAGR. Nvidia is no ordinary business. There are three main drivers for this optimistic outlook.</p><ol><li>Its economic moat and competitive lead are growing noticeably wider. For instance, starting in 2012, Nvidia’s management has increased the Owner’s Earnings ROTC from a base of mid-teens ROTC to the low 30s. Management’s continued execution of constructing a sustainable competitive advantage will enable it to maintain or increase its market share and ROTC.</li><li>Between Enterprise AI, Omniverse, GeForce NOW, and other forthcoming software services, high-margin recurring revenue will become a sizable portion of its total sales over the next 5-10 years. For enterprise software, the adoption rate will pick up momentum as companies realize the significant cost savings they can unlock through virtual simulation and leveraging AI. For GeForce NOW, gamers are drawn toward a low-monthly payment model to access the latest and greatest GeForce GPUs.</li><li><p>All four of its markets have expanding TAMs. Management believes this number amounts to $1 trillion. The true number is hard to quantify since Nvidia is entering into newly formed markets that it has virtually paved for itself.</p></li></ol><p><i>Owners Earnings = Normalized Operating Cash Flow - Maintenance Capital Expenditures + Income Tax</i></p><p>Bonus Reason: This thing is founder-led. Jensen Huang is an exceedingly skilled CEO on a mission to see this evolve into one of the largest companies in the world. This rare combination of passion and talent is an intangible asset not captured on the balance sheet. He also has plenty of skin in the game.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3748f8fd07ffddb94f1f2728f7d0116a\" tg-width=\"699\" tg-height=\"566\" width=\"100%\" height=\"auto\"/><span>Nvidia Insider Ownership (Nvidia 2022 Proxy)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65c7bc6aa00539b7354e7faa74b459e3\" tg-width=\"895\" tg-height=\"122\" width=\"100%\" height=\"auto\"/><span>Nvidia Compensation Components of Pay (Nvidia 2022 Proxy)</span></p><p>The management is aligned with its shareholders with its incentive structure. I would have also included ROIC or ROE, but the combination of revenue growth, adjusted operating income growth, and TSR (total shareholder return) will suffice. I don’t love that the company excludes share-based compensation from the adjusted operating income metric. However, I will cut the board of directors a little slack since this unfortunate practice has become an industry-wide standard and the management team has produced stellar results with this criteria over the past decade.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32ba563406d82a4af78dca97966e5e46\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"/><span>NVDA Valuation Summary (Author)</span></p><p>While I typically do not forecast 20%+ growth over multiple years for businesses, Nvidia is the exception. Ultimately, my high conviction bet is that there is a long runway ahead. Without this confidence, the stock looks optically overvalued at a 1.63% owner’s earnings yield and a ~41x NOPAT. In return for paying a premium, you are purchasing a well-managed business whose free cash flow will compound rapidly.</p><p><b>Conclusion</b></p><p>Nvidia is building an entire Apple-like ecosystem from the lower-level hardware all the way up the stack to AI business application-level software. Customers are partnering with Nvidia to simulate digital versions of physical objects in order to cut costs and streamline operations. As more firms realize the benefits of harnessing the power of AI, thousands of more businesses will have no choice but to purchase AI Enterprise licenses in order to keep up. In my opinion, Nvidia is one of the most compelling business growth stories over the next decade.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Paving The Way For Rapid Growth Through AI Democratization</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: Paving The Way For Rapid Growth Through AI Democratization\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520437-nvidia-rapid-growth-ai-democratization><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia is a generational compounder that has years of 25%+ growth ahead.The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520437-nvidia-rapid-growth-ai-democratization\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4520437-nvidia-rapid-growth-ai-democratization","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2246655237","content_text":"SummaryNvidia is a generational compounder that has years of 25%+ growth ahead.The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of businesses.The business will generate significantly more cash flows in the future because it is hyper-focused on fortifying a powerful economic moat with tremendous economies of scale.Its incredible durable competitive advantage is manifested through increasing margins and ROIC.The company is starting to sell its AI software, which has serious potential to generate enormous incremental high-margin SaaS revenues with an estimated $300 billion TAM.Justin Sullivan/Getty Images NewsThe Age of Artificial Intelligence is upon us. NVIDIA (NASDAQ:NVDA) is leading the revolution through its build-out of a comprehensive accelerated computing platform, laying the foundation for democratizing AI for thousands of businesses. This is a substantial opportunity as its AI enterprise solution has the potential to support trillions of dollars of end markets and generate billions in high-margin revenue for shareholders. Despite only launching the licensed software product in 2021, the company is already gaining momentum with large corporations signing up across a diverse set of industries. Every license that it sells will spin the flywheel faster and bolster its durable economic moat. In my view, the market is not adequately accounting for this future growth.Nvidia is Strategically Positioned to Dominate the MarketYou may believe that AI will proliferate across industries and radically change the world. It still raises the question: Why is Nvidia the business that will emerge as a prime beneficiary? You may ask, “Yeah, I understand AI and accelerated computing is promising, but isn’t the market flooded with a sea of competitors vying to capture profits? How can you possibly pick out the winner?” This is a great question.In a memo written immediately before the dot-com crash, Howard Marks, the founder of Oaktree Capital, addressed the problem of picking winners in an industry whose technology promises to transform society.Of course, the entire furor over technology, e-commerce and telecom stocks stems from the companies' potential to change the world. I have absolutely no doubt that these movements are revolutionizing life as we know it, or that they will leave the world almost unrecognizable from what it was only a few years ago. The challenge lies in figuring out who the winners will be, and what a piece of them is really worth today.As usual, Buffet puts it as succinctly as anyone could: “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.Howard Marks, \"Bubble.com\"Marks correctly points out that it is not good enough to understand whether a particular industry or technology will make an outsized impact when making an investment. My belief is that Nvidia will generate significantly more cash flows in the future not simply because it is riding the wave of a quickly growing industry, but rather because its products and services provide tremendous value and cost savings to its customers. Furthermore, it is hyper-focused on building a powerful economic moat around its business that is difficult for its competitors to compete with. For instance, it is the only supplier that can ship a turnkey data center system with a fully unified architecture. The breadth and depth of its solution are unparalleled in the market. The physical components are fully programable with Nvidia’s proprietary software layer. This layer enables engineers to tap into the incredible horsepower of the accelerated hardware. This architecture design incentivizes its customers to take advantage of its capabilities by tightly integrating the platform with their systems and applications, thus significantly raising switching costs.Management is not shy about this strategic point of differentiation. For instance, Piper Sandler asked Nvidia’s VP of Enterprise Computing if anyone else in the space is close to delivering a complete package that is competitive with Nvidia’s offering.But I would say we do not think so, right? But I will elaborate on that, right? If you think about the picture shown in my slide, the point we made was this is really a full stack problem from the piece parts of the hardware to the systems, to the low level of software, to the frameworks on top. We're the only company in the planet that has been working on all of these limits. We believe we are really the only company in the planet, Harsh, that has focused on the entire stack, right? And that's why we need to really optimize it and tailor it for these businesses.Manuvir Das, Piper Sandler 2021 Virtual Global Technology ConferenceThis full-stack solution includes GPUs, CPUs, DPUs, SOCs, lightning-fast networking interconnect equipment, SDKs, libraries, virtual worlds simulations, AI models, software services, and more. These components have enabled Nvidia to deliver exceptional performance and consistently dominate the competition in MLPerf AI Benchmarks.MLPerf Benchmarks (Nvidia)The Proof is in the NumbersNvidia’s operating results demonstrate the expanding economies of scale. By far, the most significant contribution of profits has come from the Datacenter and Gaming segments, which are a combined ~86% of total revenues.Gaming is the company’s bread and butter. It boasts a high degree of penetration in the market with a 78% market share in PC discrete GPUs, over 200 million gamers using GeForce, 76% share of gamers who use its GPUs according to the latest May 2022 Steam survey, and 15 million+ GeForce NOW subscribers. This strong market leadership and a foundation for favorable overall industry growth have produced a healthy 25% 5-year CAGR. Despite a tough macro environment and a downturn in the crypto market, the business should continue to have multiple tailwinds at its back with the adoption of its RTX GPUs for its state-of-the-art ray-tracing capabilities, the rise of eSports, further market penetration of its GeForce NOW streaming service, and the growing popularity of speculative gaming through platforms like Twitch.Nvidia Annual Specialized Markets Revenue (Image created by author with data from Nvidia 10K)The other significant contributor to gross margins is the data center. As shown in the graphic below, its data center products have a higher gross margin profile than the rest of the business units. Thus, the seven-year 65% Data Center CAGR vs. 28% overall is mainly responsible for operating and gross margins expansion.Nvidia Gross Margin Segment Profile (2021 Nvidia GTC Presentation)Much of the gains in operating margin have come from COGS reduction as a % of revenue. The gross margin should expand further as the sales mix continues to shift toward the data center and SaaS revenue. There is still room to gain further operating leverage in the mid to long term for both R&D and SGA, representing a combined 17.5% of revenue. I do not anticipate research costs showing much operating leverage within the next few years as the business invests heavily in IP. I expect SGA costs, on the other hand, to trend downward by roughly 1-2% over the next five years.Nvidia Main Operational Costs (Image created by author with data from Nvidia 10K)Steady Progress Toward the Proliferation of Nvidia AIWithin the data center segment, hyperscalers (think cloud companies like AWS) and vertical enterprises continue to purchase Nvidia’s products like hotcakes. For instance, Meta (META) announced in early 2022 that it is building out “the world’s fastest AI supercomputer” with sixteen thousand A100 Tensor Core GPUs later this year. Similarly, Tesla (TSLA) unveiled in 2021 that it was using nearly six thousand A100s to train deep neural networks for its autopilot system and self-driving capabilities. Additionally, all major cloud providers offer A100 Nvidia GPU-accelerated instances. The success with its hyperscaler partners is impressive, considering many of them design their own proprietary data center chips.Nvidia AI Data Center Progress (Nvidia Investor Day 2022 Presentation)A considerable tailwind for the fast adoption of Nvidia AI is the rapidly increasing complexity of training and inference workloads. Major revolutionary breakthroughs within the past three years have raised the bar for computational demands. These discoveries include natural language processing and Deep Learning Recommender System (DLRM). Underpinning both of these models is the concept of a transformer. Transformers enable neural networks to learn contextually without requiring an extensive human-labeled data set, which is highly costly and time-consuming to procure. According to the company, these two areas are driving enormous investments in cloud service providers to train these sophisticated models without sacrificing speed. Furthermore, the firm announced the turbocharged H100 data center GPU at the 2022 GTC. Designed with its next-gen Hopper architecture, the H100 was architected with an advanced transformer engine to support these cutting-edge models.One of management’s big audacious goals is to democratize AI by making it more accessible to all businesses regardless of their technical core competencies. In this envisioned future, corporations of varying sizes will purchase licenses for AI capabilities from Nvidia, similar to how companies today buy mission-critical subscriptions to support business operations from firms such as Salesforce (CRM), Microsoft (MSFT), or Adobe (ADBE). To accomplish this vision and capture the estimated $300 billion market for AI Enterprise and Omniverse Enterprise software, the CEO, Jensen Huang believes Nvidia must bundle up the software and hardware components into a complete, ready-to-use package for its customers. This bundling is necessary because many enterprises do not have the technical ability or resources to build proprietary AI solutions. Additionally, developing a homegrown system would require an enormous effort to stitch together the complex algorithms, system software, networking, and storage components. With the launch of its new data center AI Enterprise software services, the company is one step closer to making this a reality. For instance, its newly minted Base Command and Fleet Command IT solutions orchestrate the development and deployment of AI software at the data center and the edge at scale. These services will work on top of VMWare vSphere, the de-facto data center platform. The business is addressing a critical IT infrastructure gap that will ease technical burdens and lower AI adoption barriers.Nvidia Enterprise Computing Market Opportunity (Nvidia Investor Day 2022 Presentation)The Professional Visualization and Auto segments are still subscale and represent only ~10% of sales. I believe these business units have tremendous growth ahead of them. Management is pouring lots of capital into both segments with its Omniverse Enterprise AI and DRIVE Hyperion platforms.On the Professional Visualization end, Nvidia is starting to ramp up its Omniverse enterprise software, which has serious potential to generate enormous incremental high-margin SaaS revenues. These days, investors are understandably skeptical of the Metaverse hype. META, for example, is hinging much of its future success on producing the metaverse. It is allocating significant resources toward that end. In 2022, investors are not inclined to pay for this upside (and potentially assign a negative valuation to the venture) considering a mere ~9x EV-to-EBIT for the entire business despite a high-quality core operating business gushing free cash flow.Nvidia has a vastly different strategic position toward virtual or augmented worlds that is quickly gaining commercial traction. Management is focused on two primary opportunities in this space. The first is Omniverse for Designers, which enables creators worldwide to collaborate within 3D virtual spaces to design and build products. The second is digital twins for companies to unlock operational efficiencies and maximize productivity for client-facing and production-related processes. For example, Amazon (AMZN) uses digital twins to optimize digital warehouse design and flow and train intelligent robots. Kroger (KR) is utilizing it to maximize store efficiency by creating digital twins of its supermarkets to simulate and iterate over various floor plan layouts before it allocates resources to make modifications across its physical locations. According to Nvidia's VP of Omniverse, BMW is saving up to 30% on their costs with the use of a factory digital twin. In any case, Nvidia is selling licenses at $9k per year for a workgroup of 2 Creators, 10 Reviewers, and 4 Omniverse Nucleus (the collaboration engine which manages asset interchange and version control) subscriptions. Management believes that this new business will spur a virtuous cycle. The idea is that license purchases will lead to more hardware sales. In turn, the increased hardware sales will boost production capacity and influence customers to purchase even more licenses. Nvidia already sees early success. For example, after announcing the product in Q2 2021, Nvidia has already signed up 10% of the world’s top 100 companies with ~200k software downloads and nearly 300 companies evaluating.In the auto market, the company has cultivated an $11 billion pipeline and counting through 2027. Nvidia has partnerships with a handful of marquee names such as Mercedes (OTCPK:DMLRY), Jaguar/Land Rover (TTM), Volvo (OTCPK:VLVLY), Polestar, Amazon’s ZOOX, DiDi, Polestar, BYD (OTCPK:BYDDY), NIO, and more. Three of these deals have recurring revenue characteristics in which the company splits the fees from over-the-air updates to the vehicles. This revenue stream will start flowing through in 2024 and 2025 for Mercedes and Jaguar/Land Rover, respectively.Nvidia Automotive Design Pipeline (Nvidia Q1 2022 Investor Presentation)RisksFast Pace of Technological Innovation Weakens Competitive PositionThe GPU is not the only show in town. There are other types of accelerators such as CPUs, ASICs, TPUs, and FPGAs. Money is pouring into the sector with the rapid rise and proliferation of machine learning applications. This investment has caused an explosion of new and exciting silicon chips. Traditional semiconductor businesses like Intel, AMD, and Xilinx invest heavily in developing AI processors. The major cloud companies vertically integrate backward and produce specialized silicon, such as Google with the TPU and Alibaba with the Yitian 710. Cloud businesses have a compelling incentive to build proprietary infrastructure to reduce costs at scale and forge their competitive advantages around computing power.Commoditization RiskAny undifferentiated product is at risk of turning into a commodity. Technology is specifically vulnerable to the commoditization process since innovation moves quickly. Once a company invents a cutting-edge product that gives it an edge in the market, history tells us that the natural progression is for competitors to attempt to clone and catch up. For instance, in the late 1990s, IBM figured out a method to use copper wiring in integrated circuits. IBM spent plenty of money and undertook years of research to accomplish this. Unfortunately for IBM, competitors copied it just two years later after its supplier partnered with them.Additionally, the technological leader must allocate a significant amount of its capital toward R&D expenses to innovate. The business that copies can do so through less expensive means such as poaching employees from the firm, working with suppliers, or reverse-engineering to replicate an existing product. Nvidia may experience a similar dynamic. The competitive landscape is fierce as substantial capital is flowing into semiconductor companies. According to PitchBook, venture capital firms have invested over $11 billion into the United States silicon chip startups since 2012. The race to develop the best chips in the world constantly keeps Nvidia on its toes. Rapid industry innovation increases the chance that peers create similar products and services that would preclude Nvidia from demanding a hefty premium in an increasingly fragmented environment.The Valuation of a Generational CompounderIn my view, the company has years of 25%+ compounded growth ahead of it. It is challenging for businesses to maintain such as growth rate after enjoying a 28% seven-year CAGR. Nvidia is no ordinary business. There are three main drivers for this optimistic outlook.Its economic moat and competitive lead are growing noticeably wider. For instance, starting in 2012, Nvidia’s management has increased the Owner’s Earnings ROTC from a base of mid-teens ROTC to the low 30s. Management’s continued execution of constructing a sustainable competitive advantage will enable it to maintain or increase its market share and ROTC.Between Enterprise AI, Omniverse, GeForce NOW, and other forthcoming software services, high-margin recurring revenue will become a sizable portion of its total sales over the next 5-10 years. For enterprise software, the adoption rate will pick up momentum as companies realize the significant cost savings they can unlock through virtual simulation and leveraging AI. For GeForce NOW, gamers are drawn toward a low-monthly payment model to access the latest and greatest GeForce GPUs.All four of its markets have expanding TAMs. Management believes this number amounts to $1 trillion. The true number is hard to quantify since Nvidia is entering into newly formed markets that it has virtually paved for itself.Owners Earnings = Normalized Operating Cash Flow - Maintenance Capital Expenditures + Income TaxBonus Reason: This thing is founder-led. Jensen Huang is an exceedingly skilled CEO on a mission to see this evolve into one of the largest companies in the world. This rare combination of passion and talent is an intangible asset not captured on the balance sheet. He also has plenty of skin in the game.Nvidia Insider Ownership (Nvidia 2022 Proxy)Nvidia Compensation Components of Pay (Nvidia 2022 Proxy)The management is aligned with its shareholders with its incentive structure. I would have also included ROIC or ROE, but the combination of revenue growth, adjusted operating income growth, and TSR (total shareholder return) will suffice. I don’t love that the company excludes share-based compensation from the adjusted operating income metric. However, I will cut the board of directors a little slack since this unfortunate practice has become an industry-wide standard and the management team has produced stellar results with this criteria over the past decade.NVDA Valuation Summary (Author)While I typically do not forecast 20%+ growth over multiple years for businesses, Nvidia is the exception. Ultimately, my high conviction bet is that there is a long runway ahead. Without this confidence, the stock looks optically overvalued at a 1.63% owner’s earnings yield and a ~41x NOPAT. In return for paying a premium, you are purchasing a well-managed business whose free cash flow will compound rapidly.ConclusionNvidia is building an entire Apple-like ecosystem from the lower-level hardware all the way up the stack to AI business application-level software. Customers are partnering with Nvidia to simulate digital versions of physical objects in order to cut costs and streamline operations. As more firms realize the benefits of harnessing the power of AI, thousands of more businesses will have no choice but to purchase AI Enterprise licenses in order to keep up. In my opinion, Nvidia is one of the most compelling business growth stories over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048422924,"gmtCreate":1656247649468,"gmtModify":1676535791759,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a>B","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a>B","text":"$Shopify(SHOP)$B","images":[{"img":"https://community-static.tradeup.com/news/61f6d710b05bca74fb473d7ea719b307","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048422924","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048426544,"gmtCreate":1656247605088,"gmtModify":1676535791758,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048426544","repostId":"2246204202","repostType":4,"repost":{"id":"2246204202","kind":"highlight","pubTimestamp":1656132843,"share":"https://ttm.financial/m/news/2246204202?lang=&edition=fundamental","pubTime":"2022-06-25 12:54","market":"us","language":"en","title":"China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2246204202","media":"Bloomberg","summary":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla ","content":"<html><head></head><body><p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>, bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.</p><p>American depository receipts of <a href=\"https://laohu8.com/S/NIO\">Nio Inc.</a>, <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> and <a href=\"https://laohu8.com/S/LI\">Li Auto Inc.</a> have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.</p><p>Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. deal weighing on the EV giant’s share price.</p><p>China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.</p><p>“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.</p><p>Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.</p><h3>Priced In</h3><p>Year to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage points</p><p>Yet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.</p><p>Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.</p><p>“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla</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\">\nChina Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 12:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4527":"明星科技股","XPEV":"小鹏汽车","TSLA":"特斯拉","BK4581":"高盛持仓","LI":"理想汽车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓","NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246204202","content_text":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American depository receipts of Nio Inc., XPeng Inc. and Li Auto Inc. have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential Twitter Inc. deal weighing on the EV giant’s share price.China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.Priced InYear to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage pointsYet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041630960,"gmtCreate":1656039747051,"gmtModify":1676535756854,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>B","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>B","text":"$Pinduoduo Inc.(PDD)$B","images":[{"img":"https://community-static.tradeup.com/news/32971f5eb6b52b5bb424fd6d074d4c36","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041630960","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043743841,"gmtCreate":1655971027883,"gmtModify":1676535742852,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a>B","listText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a>B","text":"$C3.ai, Inc.(AI)$B","images":[{"img":"https://community-static.tradeup.com/news/5d776475c567ac53aabad4a1a112810a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043743841","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043827685,"gmtCreate":1655907738547,"gmtModify":1676535729736,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian 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king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049647271","repostId":"9049651727","repostType":1,"repost":{"id":9049651727,"gmtCreate":1655788163569,"gmtModify":1676535705895,"author":{"id":"3582029733148232","authorId":"3582029733148232","name":"LiverpoolRed","avatar":"https://community-static.tradeup.com/news/a3f6d64be1c39dfd245a3348d690b450","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582029733148232","authorIdStr":"3582029733148232"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Yet to buy further shares to DCA. Should I Sell Put at $100 for this Friday? Give me a like if u agree with me&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Yet to buy further shares to DCA. Should I Sell Put at $100 for this Friday? Give me a like if u agree with me&nbsp;","text":"$Alibaba(BABA)$Yet to buy further shares to DCA. Should I Sell Put at $100 for this Friday? Give me a like if u agree with me","images":[{"img":"https://community-static.tradeup.com/news/ea225cfe4176204def9b86d60778e04e","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049651727","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040108006,"gmtCreate":1655615365705,"gmtModify":1676535672582,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","listText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","text":"$CSI China Internet Index Bull 2X Shares(CWEB)$B","images":[{"img":"https://community-static.tradeup.com/news/ee28aa6c5e1634894344947c1efacc05","width":"1284","height":"3095"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040108006","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9057757406,"gmtCreate":1655572493005,"gmtModify":1676535664005,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>B","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>B","text":"$Pinduoduo Inc.(PDD)$B","images":[{"img":"https://community-static.tradeup.com/news/18a2ab6a353e02837e6a656eb2693b1b","width":"1284","height":"3095"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057757406","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052209870,"gmtCreate":1655172722590,"gmtModify":1676535575692,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","listText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","text":"$CSI China Internet Index Bull 2X Shares(CWEB)$B","images":[{"img":"https://community-static.tradeup.com/news/5317a4c854faf97a50559e75e3e3598b","width":"1284","height":"4134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052209870","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052038596,"gmtCreate":1655089634415,"gmtModify":1676535560169,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052038596","repostId":"9056796621","repostType":1,"repost":{"id":9056796621,"gmtCreate":1655080663363,"gmtModify":1676535557225,"author":{"id":"3582002202540727","authorId":"3582002202540727","name":"luv2trade","avatar":"https://static.tigerbbs.com/bd9418c94c88a702c1158f4c6fc5c4ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582002202540727","authorIdStr":"3582002202540727"},"themes":[],"htmlText":"Happy 8th Anniversary, Tiger Brokers!One of the reasons why I chose Tiger Brokers is because it offers wild range of products for available. Tiger Brokers allows you to trade stocks from markets including Singapore, USA, Hong Kong, Australia and China. Tiger Brokers also offers more than just stock trading, providing access to trade ETFs, options, warrants, futures, funds and more on their platform.&nbsp;In addition, Tiger Brokers charges both a commission fee and platform fee per trade. As they charge some of the lowest fees on the market, it is an ideal platform for those who want to trade with Singaporean and international markets.My first post was \" World Book Day 2022; Share your Book List\". My first trade was <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>","listText":"Happy 8th Anniversary, Tiger Brokers!One of the reasons why I chose Tiger Brokers is because it offers wild range of products for available. Tiger Brokers allows you to trade stocks from markets including Singapore, USA, Hong Kong, Australia and China. Tiger Brokers also offers more than just stock trading, providing access to trade ETFs, options, warrants, futures, funds and more on their platform.&nbsp;In addition, Tiger Brokers charges both a commission fee and platform fee per trade. As they charge some of the lowest fees on the market, it is an ideal platform for those who want to trade with Singaporean and international markets.My first post was \" World Book Day 2022; Share your Book List\". My first trade was <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>","text":"Happy 8th Anniversary, Tiger Brokers!One of the reasons why I chose Tiger Brokers is because it offers wild range of products for available. Tiger Brokers allows you to trade stocks from markets including Singapore, USA, Hong Kong, Australia and China. Tiger Brokers also offers more than just stock trading, providing access to trade ETFs, options, warrants, futures, funds and more on their platform. In addition, Tiger Brokers charges both a commission fee and platform fee per trade. As they charge some of the lowest fees on the market, it is an ideal platform for those who want to trade with Singaporean and international markets.My first post was \" World Book Day 2022; Share your Book List\". My first trade was $Apple(AAPL)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056796621","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056346264,"gmtCreate":1654956157458,"gmtModify":1676535539202,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","listText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","text":"$CSI China Internet Index Bull 2X Shares(CWEB)$B","images":[{"img":"https://community-static.tradeup.com/news/0f1c3e51d6ffa8459d4c74eda8c2bc80","width":"1284","height":"4134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056346264","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058694809,"gmtCreate":1654826806301,"gmtModify":1676535518371,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058694809","repostId":"2242366450","repostType":4,"repost":{"id":"2242366450","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654817932,"share":"https://ttm.financial/m/news/2242366450?lang=&edition=fundamental","pubTime":"2022-06-10 07:38","market":"us","language":"en","title":"NHTSA Upgrades Probe of Tesla Autopilot in Crashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2242366450","media":"Dow Jones","summary":"The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes inv","content":"<html><head></head><body><p>The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker <a href=\"https://laohu8.com/S/AONE.U\">one</a> step closer to a possible recall.</p><p>The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to &#34;Engineering Analysis,&#34; according to a post on the agency&#39;s website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.</p><p>The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore &#34;the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver&#39;s supervision.&#34;</p><p>The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.</p><p>The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.</p><p>Tesla (ticker: TSLA) didn&#39;t immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.</p><p>Autopilot is Tesla&#39;s driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.</p><p>In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren&#39;t illuminated.</p><p>In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn&#39;t take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.</p><p>The NHTSA said it had identified 15 injuries and one fatality because of the crashes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NHTSA Upgrades Probe of Tesla Autopilot in Crashes</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\">\nNHTSA Upgrades Probe of Tesla Autopilot in Crashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-10 07:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker <a href=\"https://laohu8.com/S/AONE.U\">one</a> step closer to a possible recall.</p><p>The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to &#34;Engineering Analysis,&#34; according to a post on the agency&#39;s website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.</p><p>The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore &#34;the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver&#39;s supervision.&#34;</p><p>The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.</p><p>The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.</p><p>Tesla (ticker: TSLA) didn&#39;t immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.</p><p>Autopilot is Tesla&#39;s driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.</p><p>In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren&#39;t illuminated.</p><p>In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn&#39;t take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.</p><p>The NHTSA said it had identified 15 injuries and one fatality because of the crashes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242366450","content_text":"The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker one step closer to a possible recall.The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to \"Engineering Analysis,\" according to a post on the agency's website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore \"the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver's supervision.\"The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.Tesla (ticker: TSLA) didn't immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.Autopilot is Tesla's driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren't illuminated.In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn't take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.The NHTSA said it had identified 15 injuries and one fatality because of the crashes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053780261,"gmtCreate":1654587965553,"gmtModify":1676535474411,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>B","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>B","text":"$NIO Inc.(NIO)$B","images":[{"img":"https://community-static.tradeup.com/news/e808061e7b09ab4917c3755de2f83509","width":"1284","height":"4272"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053780261","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9053364363,"gmtCreate":1654484383552,"gmtModify":1676535455673,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OGZPY\">$PJSC Gazprom(OGZPY)$</a>B","listText":"<a href=\"https://ttm.financial/S/OGZPY\">$PJSC Gazprom(OGZPY)$</a>B","text":"$PJSC 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Shares(CWEB)$</a>B","text":"$CSI China Internet Index Bull 2X Shares(CWEB)$B","images":[{"img":"https://community-static.tradeup.com/news/0f1c3e51d6ffa8459d4c74eda8c2bc80","width":"1284","height":"4134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056346264","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046114814,"gmtCreate":1656310296639,"gmtModify":1676535804064,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046114814","repostId":"2246655237","repostType":4,"repost":{"id":"2246655237","kind":"highlight","pubTimestamp":1656300357,"share":"https://ttm.financial/m/news/2246655237?lang=&edition=fundamental","pubTime":"2022-06-27 11:25","market":"us","language":"en","title":"Nvidia: Paving The Way For Rapid Growth Through AI Democratization","url":"https://stock-news.laohu8.com/highlight/detail?id=2246655237","media":"seekingalpha","summary":"SummaryNvidia is a generational compounder that has years of 25%+ growth ahead.The enterprise is lea","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia is a generational compounder that has years of 25%+ growth ahead.</li><li>The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of businesses.</li><li>The business will generate significantly more cash flows in the future because it is hyper-focused on fortifying a powerful economic moat with tremendous economies of scale.</li><li>Its incredible durable competitive advantage is manifested through increasing margins and ROIC.</li><li>The company is starting to sell its AI software, which has serious potential to generate enormous incremental high-margin SaaS revenues with an estimated $300 billion TAM.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efbb9b3ba633f1f838307996a187d20\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>The Age of Artificial Intelligence is upon us. NVIDIA (NASDAQ:NVDA) is leading the revolution through its build-out of a comprehensive accelerated computing platform, laying the foundation for democratizing AI for thousands of businesses. This is a substantial opportunity as its AI enterprise solution has the potential to support trillions of dollars of end markets and generate billions in high-margin revenue for shareholders. Despite only launching the licensed software product in 2021, the company is already gaining momentum with large corporations signing up across a diverse set of industries. Every license that it sells will spin the flywheel faster and bolster its durable economic moat. In my view, the market is not adequately accounting for this future growth.</p><p><b>Nvidia is Strategically Positioned to Dominate the Market</b></p><p>You may believe that AI will proliferate across industries and radically change the world. It still raises the question: Why is Nvidia the business that will emerge as a prime beneficiary? You may ask, “Yeah, I understand AI and accelerated computing is promising, but isn’t the market flooded with a sea of competitors vying to capture profits? How can you possibly pick out the winner?” This is a great question.</p><p>In a memo written immediately before the dot-com crash, Howard Marks, the founder of Oaktree Capital, addressed the problem of picking winners in an industry whose technology promises to transform society.</p><blockquote>Of course, the entire furor over technology, e-commerce and telecom stocks stems from the companies&#39; potential to change the world. I have absolutely no doubt that these movements are revolutionizing life as we know it, or that they will leave the world almost unrecognizable from what it was only a few years ago. The challenge lies in figuring out who the winners will be, and what a piece of them is really worth today.</blockquote><blockquote>As usual, Buffet puts it as succinctly as anyone could: “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.</blockquote><blockquote>Howard Marks, &#34;Bubble.com&#34;</blockquote><p>Marks correctly points out that it is not good enough to understand whether a particular industry or technology will make an outsized impact when making an investment. My belief is that Nvidia will generate significantly more cash flows in the future not simply because it is riding the wave of a quickly growing industry, but rather because its products and services provide tremendous value and cost savings to its customers. Furthermore, it is hyper-focused on building a powerful economic moat around its business that is difficult for its competitors to compete with. For instance, it is the only supplier that can ship a turnkey data center system with a fully unified architecture. The breadth and depth of its solution are unparalleled in the market. The physical components are fully programable with Nvidia’s proprietary software layer. This layer enables engineers to tap into the incredible horsepower of the accelerated hardware. This architecture design incentivizes its customers to take advantage of its capabilities by tightly integrating the platform with their systems and applications, thus significantly raising switching costs.</p><p>Management is not shy about this strategic point of differentiation. For instance, Piper Sandler asked Nvidia’s VP of Enterprise Computing if anyone else in the space is close to delivering a complete package that is competitive with Nvidia’s offering.</p><blockquote>But I would say we do not think so, right? But I will elaborate on that, right? If you think about the picture shown in my slide, the point we made was this is really a full stack problem from the piece parts of the hardware to the systems, to the low level of software, to the frameworks on top. We&#39;re the only company in the planet that has been working on all of these limits. We believe we are really the only company in the planet, Harsh, that has focused on the entire stack, right? And that&#39;s why we need to really optimize it and tailor it for these businesses.</blockquote><blockquote>Manuvir Das, Piper Sandler 2021 Virtual Global Technology Conference</blockquote><p>This full-stack solution includes GPUs, CPUs, DPUs, SOCs, lightning-fast networking interconnect equipment, SDKs, libraries, virtual worlds simulations, AI models, software services, and more. These components have enabled Nvidia to deliver exceptional performance and consistently dominate the competition in MLPerf AI Benchmarks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02adbc99166d7c763a1cfff607567e9b\" tg-width=\"1280\" tg-height=\"798\" width=\"100%\" height=\"auto\"/><span>MLPerf Benchmarks (Nvidia)</span></p><p><b>The Proof is in the Numbers</b></p><p>Nvidia’s operating results demonstrate the expanding economies of scale. By far, the most significant contribution of profits has come from the Datacenter and Gaming segments, which are a combined ~86% of total revenues.</p><p>Gaming is the company’s bread and butter. It boasts a high degree of penetration in the market with a 78% market share in PC discrete GPUs, over 200 million gamers using GeForce, 76% share of gamers who use its GPUs according to the latest May 2022 Steam survey, and 15 million+ GeForce NOW subscribers. This strong market leadership and a foundation for favorable overall industry growth have produced a healthy 25% 5-year CAGR. Despite a tough macro environment and a downturn in the crypto market, the business should continue to have multiple tailwinds at its back with the adoption of its RTX GPUs for its state-of-the-art ray-tracing capabilities, the rise of eSports, further market penetration of its GeForce NOW streaming service, and the growing popularity of speculative gaming through platforms like Twitch.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e976ca4219f8a93d7f83dfac5bb6121\" tg-width=\"1157\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>Nvidia Annual Specialized Markets Revenue (Image created by author with data from Nvidia 10K)</span></p><p>The other significant contributor to gross margins is the data center. As shown in the graphic below, its data center products have a higher gross margin profile than the rest of the business units. Thus, the seven-year 65% Data Center CAGR vs. 28% overall is mainly responsible for operating and gross margins expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a94e51889b8a32c9e2a30e79e5d5e677\" tg-width=\"876\" tg-height=\"697\" width=\"100%\" height=\"auto\"/><span>Nvidia Gross Margin Segment Profile (2021 Nvidia GTC Presentation)</span></p><p>Much of the gains in operating margin have come from COGS reduction as a % of revenue. The gross margin should expand further as the sales mix continues to shift toward the data center and SaaS revenue. There is still room to gain further operating leverage in the mid to long term for both R&amp;D and SGA, representing a combined 17.5% of revenue. I do not anticipate research costs showing much operating leverage within the next few years as the business invests heavily in IP. I expect SGA costs, on the other hand, to trend downward by roughly 1-2% over the next five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afe24a7769facb5e0e721d28a531ca7e\" tg-width=\"1170\" tg-height=\"722\" width=\"100%\" height=\"auto\"/><span>Nvidia Main Operational Costs (Image created by author with data from Nvidia 10K)</span></p><p><b>Steady Progress Toward the Proliferation of Nvidia AI</b></p><p>Within the data center segment, hyperscalers (think cloud companies like AWS) and vertical enterprises continue to purchase Nvidia’s products like hotcakes. For instance, Meta (META) announced in early 2022 that it is building out “the world’s fastest AI supercomputer” with sixteen thousand A100 Tensor Core GPUs later this year. Similarly, Tesla (TSLA) unveiled in 2021 that it was using nearly six thousand A100s to train deep neural networks for its autopilot system and self-driving capabilities. Additionally, all major cloud providers offer A100 Nvidia GPU-accelerated instances. The success with its hyperscaler partners is impressive, considering many of them design their own proprietary data center chips.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1373bda34884993b4bdc05c39c3cd16\" tg-width=\"1280\" tg-height=\"649\" width=\"100%\" height=\"auto\"/><span>Nvidia AI Data Center Progress (Nvidia Investor Day 2022 Presentation)</span></p><p>A considerable tailwind for the fast adoption of Nvidia AI is the rapidly increasing complexity of training and inference workloads. Major revolutionary breakthroughs within the past three years have raised the bar for computational demands. These discoveries include natural language processing and Deep Learning Recommender System (DLRM). Underpinning both of these models is the concept of a transformer. Transformers enable neural networks to learn contextually without requiring an extensive human-labeled data set, which is highly costly and time-consuming to procure. According to the company, these two areas are driving enormous investments in cloud service providers to train these sophisticated models without sacrificing speed. Furthermore, the firm announced the turbocharged H100 data center GPU at the 2022 GTC. Designed with its next-gen Hopper architecture, the H100 was architected with an advanced transformer engine to support these cutting-edge models.</p><p>One of management’s big audacious goals is to democratize AI by making it more accessible to all businesses regardless of their technical core competencies. In this envisioned future, corporations of varying sizes will purchase licenses for AI capabilities from Nvidia, similar to how companies today buy mission-critical subscriptions to support business operations from firms such as <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), Microsoft (MSFT), or <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (ADBE). To accomplish this vision and capture the estimated $300 billion market for AI Enterprise and Omniverse Enterprise software, the CEO, Jensen Huang believes Nvidia must bundle up the software and hardware components into a complete, ready-to-use package for its customers. This bundling is necessary because many enterprises do not have the technical ability or resources to build proprietary AI solutions. Additionally, developing a homegrown system would require an enormous effort to stitch together the complex algorithms, system software, networking, and storage components. With the launch of its new data center AI Enterprise software services, the company is one step closer to making this a reality. For instance, its newly minted Base Command and Fleet Command IT solutions orchestrate the development and deployment of AI software at the data center and the edge at scale. These services will work on top of VMWare vSphere, the de-facto data center platform. The business is addressing a critical IT infrastructure gap that will ease technical burdens and lower AI adoption barriers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76b4533fed4d1bbdf386ddc693e29858\" tg-width=\"1280\" tg-height=\"673\" width=\"100%\" height=\"auto\"/><span>Nvidia Enterprise Computing Market Opportunity (Nvidia Investor Day 2022 Presentation)</span></p><p>The Professional Visualization and Auto segments are still subscale and represent only ~10% of sales. I believe these business units have tremendous growth ahead of them. Management is pouring lots of capital into both segments with its Omniverse Enterprise AI and DRIVE Hyperion platforms.</p><p>On the Professional Visualization end, Nvidia is starting to ramp up its Omniverse enterprise software, which has serious potential to generate enormous incremental high-margin SaaS revenues. These days, investors are understandably skeptical of the Metaverse hype. META, for example, is hinging much of its future success on producing the metaverse. It is allocating significant resources toward that end. In 2022, investors are not inclined to pay for this upside (and potentially assign a negative valuation to the venture) considering a mere ~9x EV-to-EBIT for the entire business despite a high-quality core operating business gushing free cash flow.</p><p>Nvidia has a vastly different strategic position toward virtual or augmented worlds that is quickly gaining commercial traction. Management is focused on two primary opportunities in this space. The first is Omniverse for Designers, which enables creators worldwide to collaborate within 3D virtual spaces to design and build products. The second is digital twins for companies to unlock operational efficiencies and maximize productivity for client-facing and production-related processes. For example, Amazon (AMZN) uses digital twins to optimize digital warehouse design and flow and train intelligent robots. Kroger (KR) is utilizing it to maximize store efficiency by creating digital twins of its supermarkets to simulate and iterate over various floor plan layouts before it allocates resources to make modifications across its physical locations. According to Nvidia&#39;s VP of Omniverse, BMW is saving up to 30% on their costs with the use of a factory digital twin. In any case, Nvidia is selling licenses at $9k per year for a workgroup of 2 Creators, 10 Reviewers, and 4 Omniverse Nucleus (the collaboration engine which manages asset interchange and version control) subscriptions. Management believes that this new business will spur a virtuous cycle. The idea is that license purchases will lead to more hardware sales. In turn, the increased hardware sales will boost production capacity and influence customers to purchase even more licenses. Nvidia already sees early success. For example, after announcing the product in Q2 2021, Nvidia has already signed up 10% of the world’s top 100 companies with ~200k software downloads and nearly 300 companies evaluating.</p><p>In the auto market, the company has cultivated an $11 billion pipeline and counting through 2027. Nvidia has partnerships with a handful of marquee names such as Mercedes (OTCPK:DMLRY), Jaguar/Land Rover (TTM), Volvo (OTCPK:VLVLY), Polestar, Amazon’s ZOOX, DiDi, Polestar, BYD (OTCPK:BYDDY), NIO, and more. Three of these deals have recurring revenue characteristics in which the company splits the fees from over-the-air updates to the vehicles. This revenue stream will start flowing through in 2024 and 2025 for Mercedes and Jaguar/Land Rover, respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35772b772a1f31d4bc81b6dd2675279d\" tg-width=\"1280\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Nvidia Automotive Design Pipeline (Nvidia Q1 2022 Investor Presentation)</span></p><p><b>Risks</b></p><p><i>Fast Pace of Technological Innovation Weakens Competitive Position</i></p><p>The GPU is not the only show in town. There are other types of accelerators such as CPUs, ASICs, TPUs, and FPGAs. Money is pouring into the sector with the rapid rise and proliferation of machine learning applications. This investment has caused an explosion of new and exciting silicon chips. Traditional semiconductor businesses like Intel, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Xilinx invest heavily in developing AI processors. The major cloud companies vertically integrate backward and produce specialized silicon, such as Google with the TPU and Alibaba with the Yitian 710. Cloud businesses have a compelling incentive to build proprietary infrastructure to reduce costs at scale and forge their competitive advantages around computing power.</p><p><i>Commoditization Risk</i></p><p>Any undifferentiated product is at risk of turning into a commodity. Technology is specifically vulnerable to the commoditization process since innovation moves quickly. Once a company invents a cutting-edge product that gives it an edge in the market, history tells us that the natural progression is for competitors to attempt to clone and catch up. For instance, in the late 1990s, <a href=\"https://laohu8.com/S/IBM\">IBM</a> figured out a method to use copper wiring in integrated circuits. IBM spent plenty of money and undertook years of research to accomplish this. Unfortunately for IBM, competitors copied it just two years later after its supplier partnered with them.</p><p>Additionally, the technological leader must allocate a significant amount of its capital toward R&amp;D expenses to innovate. The business that copies can do so through less expensive means such as poaching employees from the firm, working with suppliers, or reverse-engineering to replicate an existing product. Nvidia may experience a similar dynamic. The competitive landscape is fierce as substantial capital is flowing into semiconductor companies. According to PitchBook, venture capital firms have invested over $11 billion into the United States silicon chip startups since 2012. The race to develop the best chips in the world constantly keeps Nvidia on its toes. Rapid industry innovation increases the chance that peers create similar products and services that would preclude Nvidia from demanding a hefty premium in an increasingly fragmented environment.</p><p><b>The Valuation of a Generational Compounder</b></p><p>In my view, the company has years of 25%+ compounded growth ahead of it. It is challenging for businesses to maintain such as growth rate after enjoying a 28% seven-year CAGR. Nvidia is no ordinary business. There are three main drivers for this optimistic outlook.</p><ol><li>Its economic moat and competitive lead are growing noticeably wider. For instance, starting in 2012, Nvidia’s management has increased the Owner’s Earnings ROTC from a base of mid-teens ROTC to the low 30s. Management’s continued execution of constructing a sustainable competitive advantage will enable it to maintain or increase its market share and ROTC.</li><li>Between Enterprise AI, Omniverse, GeForce NOW, and other forthcoming software services, high-margin recurring revenue will become a sizable portion of its total sales over the next 5-10 years. For enterprise software, the adoption rate will pick up momentum as companies realize the significant cost savings they can unlock through virtual simulation and leveraging AI. For GeForce NOW, gamers are drawn toward a low-monthly payment model to access the latest and greatest GeForce GPUs.</li><li><p>All four of its markets have expanding TAMs. Management believes this number amounts to $1 trillion. The true number is hard to quantify since Nvidia is entering into newly formed markets that it has virtually paved for itself.</p></li></ol><p><i>Owners Earnings = Normalized Operating Cash Flow - Maintenance Capital Expenditures + Income Tax</i></p><p>Bonus Reason: This thing is founder-led. Jensen Huang is an exceedingly skilled CEO on a mission to see this evolve into one of the largest companies in the world. This rare combination of passion and talent is an intangible asset not captured on the balance sheet. He also has plenty of skin in the game.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3748f8fd07ffddb94f1f2728f7d0116a\" tg-width=\"699\" tg-height=\"566\" width=\"100%\" height=\"auto\"/><span>Nvidia Insider Ownership (Nvidia 2022 Proxy)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65c7bc6aa00539b7354e7faa74b459e3\" tg-width=\"895\" tg-height=\"122\" width=\"100%\" height=\"auto\"/><span>Nvidia Compensation Components of Pay (Nvidia 2022 Proxy)</span></p><p>The management is aligned with its shareholders with its incentive structure. I would have also included ROIC or ROE, but the combination of revenue growth, adjusted operating income growth, and TSR (total shareholder return) will suffice. I don’t love that the company excludes share-based compensation from the adjusted operating income metric. However, I will cut the board of directors a little slack since this unfortunate practice has become an industry-wide standard and the management team has produced stellar results with this criteria over the past decade.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32ba563406d82a4af78dca97966e5e46\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"/><span>NVDA Valuation Summary (Author)</span></p><p>While I typically do not forecast 20%+ growth over multiple years for businesses, Nvidia is the exception. Ultimately, my high conviction bet is that there is a long runway ahead. Without this confidence, the stock looks optically overvalued at a 1.63% owner’s earnings yield and a ~41x NOPAT. In return for paying a premium, you are purchasing a well-managed business whose free cash flow will compound rapidly.</p><p><b>Conclusion</b></p><p>Nvidia is building an entire Apple-like ecosystem from the lower-level hardware all the way up the stack to AI business application-level software. Customers are partnering with Nvidia to simulate digital versions of physical objects in order to cut costs and streamline operations. As more firms realize the benefits of harnessing the power of AI, thousands of more businesses will have no choice but to purchase AI Enterprise licenses in order to keep up. In my opinion, Nvidia is one of the most compelling business growth stories over the next decade.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Paving The Way For Rapid Growth Through AI Democratization</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: Paving The Way For Rapid Growth Through AI Democratization\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520437-nvidia-rapid-growth-ai-democratization><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia is a generational compounder that has years of 25%+ growth ahead.The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520437-nvidia-rapid-growth-ai-democratization\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4520437-nvidia-rapid-growth-ai-democratization","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2246655237","content_text":"SummaryNvidia is a generational compounder that has years of 25%+ growth ahead.The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of businesses.The business will generate significantly more cash flows in the future because it is hyper-focused on fortifying a powerful economic moat with tremendous economies of scale.Its incredible durable competitive advantage is manifested through increasing margins and ROIC.The company is starting to sell its AI software, which has serious potential to generate enormous incremental high-margin SaaS revenues with an estimated $300 billion TAM.Justin Sullivan/Getty Images NewsThe Age of Artificial Intelligence is upon us. NVIDIA (NASDAQ:NVDA) is leading the revolution through its build-out of a comprehensive accelerated computing platform, laying the foundation for democratizing AI for thousands of businesses. This is a substantial opportunity as its AI enterprise solution has the potential to support trillions of dollars of end markets and generate billions in high-margin revenue for shareholders. Despite only launching the licensed software product in 2021, the company is already gaining momentum with large corporations signing up across a diverse set of industries. Every license that it sells will spin the flywheel faster and bolster its durable economic moat. In my view, the market is not adequately accounting for this future growth.Nvidia is Strategically Positioned to Dominate the MarketYou may believe that AI will proliferate across industries and radically change the world. It still raises the question: Why is Nvidia the business that will emerge as a prime beneficiary? You may ask, “Yeah, I understand AI and accelerated computing is promising, but isn’t the market flooded with a sea of competitors vying to capture profits? How can you possibly pick out the winner?” This is a great question.In a memo written immediately before the dot-com crash, Howard Marks, the founder of Oaktree Capital, addressed the problem of picking winners in an industry whose technology promises to transform society.Of course, the entire furor over technology, e-commerce and telecom stocks stems from the companies' potential to change the world. I have absolutely no doubt that these movements are revolutionizing life as we know it, or that they will leave the world almost unrecognizable from what it was only a few years ago. The challenge lies in figuring out who the winners will be, and what a piece of them is really worth today.As usual, Buffet puts it as succinctly as anyone could: “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.Howard Marks, \"Bubble.com\"Marks correctly points out that it is not good enough to understand whether a particular industry or technology will make an outsized impact when making an investment. My belief is that Nvidia will generate significantly more cash flows in the future not simply because it is riding the wave of a quickly growing industry, but rather because its products and services provide tremendous value and cost savings to its customers. Furthermore, it is hyper-focused on building a powerful economic moat around its business that is difficult for its competitors to compete with. For instance, it is the only supplier that can ship a turnkey data center system with a fully unified architecture. The breadth and depth of its solution are unparalleled in the market. The physical components are fully programable with Nvidia’s proprietary software layer. This layer enables engineers to tap into the incredible horsepower of the accelerated hardware. This architecture design incentivizes its customers to take advantage of its capabilities by tightly integrating the platform with their systems and applications, thus significantly raising switching costs.Management is not shy about this strategic point of differentiation. For instance, Piper Sandler asked Nvidia’s VP of Enterprise Computing if anyone else in the space is close to delivering a complete package that is competitive with Nvidia’s offering.But I would say we do not think so, right? But I will elaborate on that, right? If you think about the picture shown in my slide, the point we made was this is really a full stack problem from the piece parts of the hardware to the systems, to the low level of software, to the frameworks on top. We're the only company in the planet that has been working on all of these limits. We believe we are really the only company in the planet, Harsh, that has focused on the entire stack, right? And that's why we need to really optimize it and tailor it for these businesses.Manuvir Das, Piper Sandler 2021 Virtual Global Technology ConferenceThis full-stack solution includes GPUs, CPUs, DPUs, SOCs, lightning-fast networking interconnect equipment, SDKs, libraries, virtual worlds simulations, AI models, software services, and more. These components have enabled Nvidia to deliver exceptional performance and consistently dominate the competition in MLPerf AI Benchmarks.MLPerf Benchmarks (Nvidia)The Proof is in the NumbersNvidia’s operating results demonstrate the expanding economies of scale. By far, the most significant contribution of profits has come from the Datacenter and Gaming segments, which are a combined ~86% of total revenues.Gaming is the company’s bread and butter. It boasts a high degree of penetration in the market with a 78% market share in PC discrete GPUs, over 200 million gamers using GeForce, 76% share of gamers who use its GPUs according to the latest May 2022 Steam survey, and 15 million+ GeForce NOW subscribers. This strong market leadership and a foundation for favorable overall industry growth have produced a healthy 25% 5-year CAGR. Despite a tough macro environment and a downturn in the crypto market, the business should continue to have multiple tailwinds at its back with the adoption of its RTX GPUs for its state-of-the-art ray-tracing capabilities, the rise of eSports, further market penetration of its GeForce NOW streaming service, and the growing popularity of speculative gaming through platforms like Twitch.Nvidia Annual Specialized Markets Revenue (Image created by author with data from Nvidia 10K)The other significant contributor to gross margins is the data center. As shown in the graphic below, its data center products have a higher gross margin profile than the rest of the business units. Thus, the seven-year 65% Data Center CAGR vs. 28% overall is mainly responsible for operating and gross margins expansion.Nvidia Gross Margin Segment Profile (2021 Nvidia GTC Presentation)Much of the gains in operating margin have come from COGS reduction as a % of revenue. The gross margin should expand further as the sales mix continues to shift toward the data center and SaaS revenue. There is still room to gain further operating leverage in the mid to long term for both R&D and SGA, representing a combined 17.5% of revenue. I do not anticipate research costs showing much operating leverage within the next few years as the business invests heavily in IP. I expect SGA costs, on the other hand, to trend downward by roughly 1-2% over the next five years.Nvidia Main Operational Costs (Image created by author with data from Nvidia 10K)Steady Progress Toward the Proliferation of Nvidia AIWithin the data center segment, hyperscalers (think cloud companies like AWS) and vertical enterprises continue to purchase Nvidia’s products like hotcakes. For instance, Meta (META) announced in early 2022 that it is building out “the world’s fastest AI supercomputer” with sixteen thousand A100 Tensor Core GPUs later this year. Similarly, Tesla (TSLA) unveiled in 2021 that it was using nearly six thousand A100s to train deep neural networks for its autopilot system and self-driving capabilities. Additionally, all major cloud providers offer A100 Nvidia GPU-accelerated instances. The success with its hyperscaler partners is impressive, considering many of them design their own proprietary data center chips.Nvidia AI Data Center Progress (Nvidia Investor Day 2022 Presentation)A considerable tailwind for the fast adoption of Nvidia AI is the rapidly increasing complexity of training and inference workloads. Major revolutionary breakthroughs within the past three years have raised the bar for computational demands. These discoveries include natural language processing and Deep Learning Recommender System (DLRM). Underpinning both of these models is the concept of a transformer. Transformers enable neural networks to learn contextually without requiring an extensive human-labeled data set, which is highly costly and time-consuming to procure. According to the company, these two areas are driving enormous investments in cloud service providers to train these sophisticated models without sacrificing speed. Furthermore, the firm announced the turbocharged H100 data center GPU at the 2022 GTC. Designed with its next-gen Hopper architecture, the H100 was architected with an advanced transformer engine to support these cutting-edge models.One of management’s big audacious goals is to democratize AI by making it more accessible to all businesses regardless of their technical core competencies. In this envisioned future, corporations of varying sizes will purchase licenses for AI capabilities from Nvidia, similar to how companies today buy mission-critical subscriptions to support business operations from firms such as Salesforce (CRM), Microsoft (MSFT), or Adobe (ADBE). To accomplish this vision and capture the estimated $300 billion market for AI Enterprise and Omniverse Enterprise software, the CEO, Jensen Huang believes Nvidia must bundle up the software and hardware components into a complete, ready-to-use package for its customers. This bundling is necessary because many enterprises do not have the technical ability or resources to build proprietary AI solutions. Additionally, developing a homegrown system would require an enormous effort to stitch together the complex algorithms, system software, networking, and storage components. With the launch of its new data center AI Enterprise software services, the company is one step closer to making this a reality. For instance, its newly minted Base Command and Fleet Command IT solutions orchestrate the development and deployment of AI software at the data center and the edge at scale. These services will work on top of VMWare vSphere, the de-facto data center platform. The business is addressing a critical IT infrastructure gap that will ease technical burdens and lower AI adoption barriers.Nvidia Enterprise Computing Market Opportunity (Nvidia Investor Day 2022 Presentation)The Professional Visualization and Auto segments are still subscale and represent only ~10% of sales. I believe these business units have tremendous growth ahead of them. Management is pouring lots of capital into both segments with its Omniverse Enterprise AI and DRIVE Hyperion platforms.On the Professional Visualization end, Nvidia is starting to ramp up its Omniverse enterprise software, which has serious potential to generate enormous incremental high-margin SaaS revenues. These days, investors are understandably skeptical of the Metaverse hype. META, for example, is hinging much of its future success on producing the metaverse. It is allocating significant resources toward that end. In 2022, investors are not inclined to pay for this upside (and potentially assign a negative valuation to the venture) considering a mere ~9x EV-to-EBIT for the entire business despite a high-quality core operating business gushing free cash flow.Nvidia has a vastly different strategic position toward virtual or augmented worlds that is quickly gaining commercial traction. Management is focused on two primary opportunities in this space. The first is Omniverse for Designers, which enables creators worldwide to collaborate within 3D virtual spaces to design and build products. The second is digital twins for companies to unlock operational efficiencies and maximize productivity for client-facing and production-related processes. For example, Amazon (AMZN) uses digital twins to optimize digital warehouse design and flow and train intelligent robots. Kroger (KR) is utilizing it to maximize store efficiency by creating digital twins of its supermarkets to simulate and iterate over various floor plan layouts before it allocates resources to make modifications across its physical locations. According to Nvidia's VP of Omniverse, BMW is saving up to 30% on their costs with the use of a factory digital twin. In any case, Nvidia is selling licenses at $9k per year for a workgroup of 2 Creators, 10 Reviewers, and 4 Omniverse Nucleus (the collaboration engine which manages asset interchange and version control) subscriptions. Management believes that this new business will spur a virtuous cycle. The idea is that license purchases will lead to more hardware sales. In turn, the increased hardware sales will boost production capacity and influence customers to purchase even more licenses. Nvidia already sees early success. For example, after announcing the product in Q2 2021, Nvidia has already signed up 10% of the world’s top 100 companies with ~200k software downloads and nearly 300 companies evaluating.In the auto market, the company has cultivated an $11 billion pipeline and counting through 2027. Nvidia has partnerships with a handful of marquee names such as Mercedes (OTCPK:DMLRY), Jaguar/Land Rover (TTM), Volvo (OTCPK:VLVLY), Polestar, Amazon’s ZOOX, DiDi, Polestar, BYD (OTCPK:BYDDY), NIO, and more. Three of these deals have recurring revenue characteristics in which the company splits the fees from over-the-air updates to the vehicles. This revenue stream will start flowing through in 2024 and 2025 for Mercedes and Jaguar/Land Rover, respectively.Nvidia Automotive Design Pipeline (Nvidia Q1 2022 Investor Presentation)RisksFast Pace of Technological Innovation Weakens Competitive PositionThe GPU is not the only show in town. There are other types of accelerators such as CPUs, ASICs, TPUs, and FPGAs. Money is pouring into the sector with the rapid rise and proliferation of machine learning applications. This investment has caused an explosion of new and exciting silicon chips. Traditional semiconductor businesses like Intel, AMD, and Xilinx invest heavily in developing AI processors. The major cloud companies vertically integrate backward and produce specialized silicon, such as Google with the TPU and Alibaba with the Yitian 710. Cloud businesses have a compelling incentive to build proprietary infrastructure to reduce costs at scale and forge their competitive advantages around computing power.Commoditization RiskAny undifferentiated product is at risk of turning into a commodity. Technology is specifically vulnerable to the commoditization process since innovation moves quickly. Once a company invents a cutting-edge product that gives it an edge in the market, history tells us that the natural progression is for competitors to attempt to clone and catch up. For instance, in the late 1990s, IBM figured out a method to use copper wiring in integrated circuits. IBM spent plenty of money and undertook years of research to accomplish this. Unfortunately for IBM, competitors copied it just two years later after its supplier partnered with them.Additionally, the technological leader must allocate a significant amount of its capital toward R&D expenses to innovate. The business that copies can do so through less expensive means such as poaching employees from the firm, working with suppliers, or reverse-engineering to replicate an existing product. Nvidia may experience a similar dynamic. The competitive landscape is fierce as substantial capital is flowing into semiconductor companies. According to PitchBook, venture capital firms have invested over $11 billion into the United States silicon chip startups since 2012. The race to develop the best chips in the world constantly keeps Nvidia on its toes. Rapid industry innovation increases the chance that peers create similar products and services that would preclude Nvidia from demanding a hefty premium in an increasingly fragmented environment.The Valuation of a Generational CompounderIn my view, the company has years of 25%+ compounded growth ahead of it. It is challenging for businesses to maintain such as growth rate after enjoying a 28% seven-year CAGR. Nvidia is no ordinary business. There are three main drivers for this optimistic outlook.Its economic moat and competitive lead are growing noticeably wider. For instance, starting in 2012, Nvidia’s management has increased the Owner’s Earnings ROTC from a base of mid-teens ROTC to the low 30s. Management’s continued execution of constructing a sustainable competitive advantage will enable it to maintain or increase its market share and ROTC.Between Enterprise AI, Omniverse, GeForce NOW, and other forthcoming software services, high-margin recurring revenue will become a sizable portion of its total sales over the next 5-10 years. For enterprise software, the adoption rate will pick up momentum as companies realize the significant cost savings they can unlock through virtual simulation and leveraging AI. For GeForce NOW, gamers are drawn toward a low-monthly payment model to access the latest and greatest GeForce GPUs.All four of its markets have expanding TAMs. Management believes this number amounts to $1 trillion. The true number is hard to quantify since Nvidia is entering into newly formed markets that it has virtually paved for itself.Owners Earnings = Normalized Operating Cash Flow - Maintenance Capital Expenditures + Income TaxBonus Reason: This thing is founder-led. Jensen Huang is an exceedingly skilled CEO on a mission to see this evolve into one of the largest companies in the world. This rare combination of passion and talent is an intangible asset not captured on the balance sheet. He also has plenty of skin in the game.Nvidia Insider Ownership (Nvidia 2022 Proxy)Nvidia Compensation Components of Pay (Nvidia 2022 Proxy)The management is aligned with its shareholders with its incentive structure. I would have also included ROIC or ROE, but the combination of revenue growth, adjusted operating income growth, and TSR (total shareholder return) will suffice. I don’t love that the company excludes share-based compensation from the adjusted operating income metric. However, I will cut the board of directors a little slack since this unfortunate practice has become an industry-wide standard and the management team has produced stellar results with this criteria over the past decade.NVDA Valuation Summary (Author)While I typically do not forecast 20%+ growth over multiple years for businesses, Nvidia is the exception. Ultimately, my high conviction bet is that there is a long runway ahead. Without this confidence, the stock looks optically overvalued at a 1.63% owner’s earnings yield and a ~41x NOPAT. In return for paying a premium, you are purchasing a well-managed business whose free cash flow will compound rapidly.ConclusionNvidia is building an entire Apple-like ecosystem from the lower-level hardware all the way up the stack to AI business application-level software. Customers are partnering with Nvidia to simulate digital versions of physical objects in order to cut costs and streamline operations. As more firms realize the benefits of harnessing the power of AI, thousands of more businesses will have no choice but to purchase AI Enterprise licenses in order to keep up. In my opinion, Nvidia is one of the most compelling business growth stories over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029689768,"gmtCreate":1652768263355,"gmtModify":1676535158066,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$</a>B","listText":"<a href=\"https://ttm.financial/S/CWEB\">$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$</a>B","text":"$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$B","images":[{"img":"https://community-static.tradeup.com/news/56627e8b7108dee4ce5ae70f0294832f","width":"1125","height":"3701"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029689768","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9053001255,"gmtCreate":1654444437277,"gmtModify":1676535448766,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053001255","repostId":"2240727323","repostType":4,"repost":{"id":"2240727323","kind":"highlight","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1&#39;22 earnings release on June 9. Investors are waiting for management&#39;s guidance on its outlook, given the massive disruption due to China&#39;s COVID lockdowns.</li><li>NIO&#39;s May 2022 delivery update also shows a marked improvement from April&#39;s numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1&#39;22 earnings release on June 9, as investors anticipate the company&#39;s Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2&#39;22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO&#39;s May delivery numbers didn&#39;t impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management&#39;s commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO&#39;s ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2&#39;22 could lift NIO&#39;s order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2&#39;22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&amp;P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&amp;P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO&#39;s revenue growth could reach its nadir in FQ1 before recovering remarkably through H2&#39;22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China&#39;s COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&amp;P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21&#39;s 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May&#39;s sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there&#39;s no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Ultimate Bottom Has Occurred</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028271956,"gmtCreate":1653258343275,"gmtModify":1676535245499,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>B","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>B","text":"$Pinduoduo Inc.(PDD)$B","images":[{"img":"https://community-static.tradeup.com/news/e8f99c5fe289e2b459ab3b099e2126fb","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028271956","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066920429,"gmtCreate":1651841375562,"gmtModify":1676534981555,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$</a>👍👍","listText":"<a href=\"https://ttm.financial/S/CWEB\">$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$</a>👍👍","text":"$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$👍👍","images":[{"img":"https://community-static.tradeup.com/news/69911a9ba0d2fbae22d55edfb24a7c5b","width":"1125","height":"3780"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066920429","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069016722,"gmtCreate":1651202047902,"gmtModify":1676534870120,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"😮&nbsp;","listText":"😮&nbsp;","text":"😮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069016722","repostId":"2231242207","repostType":4,"repost":{"id":"2231242207","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651190402,"share":"https://ttm.financial/m/news/2231242207?lang=&edition=fundamental","pubTime":"2022-04-29 08:00","market":"us","language":"en","title":"Elon Musk's Early Twitter Stock Buy Under FTC Scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=2231242207","media":"Reuters","summary":"Tesla Chief Executive Elon Musk's initial 9 per cent stake purchase in Twitter is being probed by th","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Chief Executive Elon Musk&#39;s initial 9 per cent stake purchase in <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> is being probed by the Federal Trade Commission (FTC), The Information reported on Thursday (Apr 28).</p><p>The FTC is looking into whether Musk complied with an antitrust reporting requirement when he bought his stake in the social media company in early April, the report said, citing people with knowledge of the situation.</p><p>Companies that fail to abide by rules about reporting significant stock purchases or other acquisitions can be fined up to US$43,792 per day.</p><p>After the initial stock purchase, Musk, the world&#39;s richest man, offered to buy the company for US$54.20 per share in cash, which Twitter agreed to earlier this week. There is little expectation that Musk&#39;s potential purchase of Twitter will be rejected by antitrust enforcers.</p><p>The focus of the FTC inquiry is whether Musk bought the stake to influence Twitter&#39;s management or if he looked to be a passive shareholder, according to the report.</p><p>In his April 4 filing with the US Securities and Exchange Commission, Musk characterized his stake as passive.</p><p>Twitter said it did not have a comment on the report, while the FTC declined to comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk's Early Twitter Stock Buy Under FTC Scrutiny</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk's Early Twitter Stock Buy Under FTC Scrutiny\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-29 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Chief Executive Elon Musk&#39;s initial 9 per cent stake purchase in <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> is being probed by the Federal Trade Commission (FTC), The Information reported on Thursday (Apr 28).</p><p>The FTC is looking into whether Musk complied with an antitrust reporting requirement when he bought his stake in the social media company in early April, the report said, citing people with knowledge of the situation.</p><p>Companies that fail to abide by rules about reporting significant stock purchases or other acquisitions can be fined up to US$43,792 per day.</p><p>After the initial stock purchase, Musk, the world&#39;s richest man, offered to buy the company for US$54.20 per share in cash, which Twitter agreed to earlier this week. There is little expectation that Musk&#39;s potential purchase of Twitter will be rejected by antitrust enforcers.</p><p>The focus of the FTC inquiry is whether Musk bought the stake to influence Twitter&#39;s management or if he looked to be a passive shareholder, according to the report.</p><p>In his April 4 filing with the US Securities and Exchange Commission, Musk characterized his stake as passive.</p><p>Twitter said it did not have a comment on the report, while the FTC declined to comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231242207","content_text":"Tesla Chief Executive Elon Musk's initial 9 per cent stake purchase in Twitter is being probed by the Federal Trade Commission (FTC), The Information reported on Thursday (Apr 28).The FTC is looking into whether Musk complied with an antitrust reporting requirement when he bought his stake in the social media company in early April, the report said, citing people with knowledge of the situation.Companies that fail to abide by rules about reporting significant stock purchases or other acquisitions can be fined up to US$43,792 per day.After the initial stock purchase, Musk, the world's richest man, offered to buy the company for US$54.20 per share in cash, which Twitter agreed to earlier this week. There is little expectation that Musk's potential purchase of Twitter will be rejected by antitrust enforcers.The focus of the FTC inquiry is whether Musk bought the stake to influence Twitter's management or if he looked to be a passive shareholder, according to the report.In his April 4 filing with the US Securities and Exchange Commission, Musk characterized his stake as passive.Twitter said it did not have a comment on the report, while the FTC declined to comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046689960,"gmtCreate":1656339570051,"gmtModify":1676535809260,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","listText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","text":"$CSI China Internet Index Bull 2X Shares(CWEB)$B","images":[{"img":"https://community-static.tradeup.com/news/1c447ef8743f78671e7dcf1203419241","width":"1284","height":"3170"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046689960","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049672484,"gmtCreate":1655791731649,"gmtModify":1676535706403,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>B","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>B","text":"$Alibaba(09988)$B","images":[{"img":"https://community-static.tradeup.com/news/b6cb21c6c6bde52cffc56ff2bc9719a8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049672484","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040108006,"gmtCreate":1655615365705,"gmtModify":1676535672582,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$CSI China Internet Index Bull 2X Shares(CWEB)$</a>B","listText":"<a 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finished lower in two of three trading days since the end of the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just beneath the 3,215-point plateau although it figures to rebound again on Tuesday.</p><p>The global forecast for the Asian markets is broadly positive, with support expected from the financial, oil and telecom stocks. The European and U.S. markets were sharply higher and the Asian bourses figure to open in similar fashion.</p><p>The STI finished modestly lower on Monday following losses from the financial shares, property stocks and industrial issues.</p><p>For the day, the index sank 26.93 points or 0.83 percent to finish at the daily low of 3,213.65 after peaking at 3,251.61. Volume was 1.61 billion shares worth 1.08 billion Singapore dollars. There were 270 decliners and 233 gainers.</p><p>Among the actives, CapitaLand Integrated Commercial Trust and Keppel Corp both lost 0.44 percent, while CapitaLand Investment skidded 1.02 percent, City Developments retreated 1.22 percent, DBS Group tumbled 1.60 percent, Hongkong Land plunged 1.87 percent, Mapletree Industrial Trust gained 0.41 percent, Oversea-Chinese Banking Corporation fell 0.26 percent, SATS eased 0.22 percent, SembCorp Industries tanked 1.74 percent, Singapore Exchange added 0.51 percent, Singapore Technologies Engineering slumped 0.98 percent, SingTel sank 074 percent, Thai Beverage declined 1.41 percent, United Overseas Bank shed 0.68 percent, Wilmar International plummeted 2.33 percent, Yangzijiang Financial jumped 2.35 percent, Yangzijiang Shipbuilding climbed 1.12 percent and Mapletree Commercial Trust, Mapletree Logistics Trust, Genting Singapore, Ascendas REIT and Comfort DelGro were unchanged.</p><p>The lead from Wall Street is upbeat as the major averages opened higher on Monday and largely accelerated as the day progressed, ending solidly in the green.</p><p>The Dow surged 618.34 points or 1.98 percent to finish at 31,880.24, while the NASDAQ soared 180.66 points or 1.59 percent to end at 11,535.27 and the S&amp;P 500 jumped 72.39 points or 1.86 percent to close at 3,973.75.</p><p>The strength on Wall Street came as traders continued to pick up stocks at reduced levels, extending the recovery seen late in the trading session last Friday.</p><p>Buying interest was also generated in reaction to news the financial hub of Shanghai has lifted some of its COVID-19 restrictions and U.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods.</p><p>Crude oil futures pared early gains and settled flat on Monday. Oil prices climbed higher earlier in the day amid hopes of increased demand from China, while a weaker dollar also offered support. But prices came off higher levels as the day progressed and eventually settled little changed.</p><p>West Texas Intermediate crude oil futures for July ended at $110.29 a barrel, up a penny from Friday&#39;s close of $110.28 a barrel. The contract rose to a high of $111.96 earlier in the day.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market Expected To Reverse Monday's Losses</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\">\nSingapore Stock Market Expected To Reverse Monday's Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3286094/singapore-stock-market-expected-to-reverse-monday-s-losses.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in two of three trading days since the end of the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times ...</p>\n\n<a href=\"https://www.rttnews.com/3286094/singapore-stock-market-expected-to-reverse-monday-s-losses.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3286094/singapore-stock-market-expected-to-reverse-monday-s-losses.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156238881","content_text":"The Singapore stock market has finished lower in two of three trading days since the end of the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just beneath the 3,215-point plateau although it figures to rebound again on Tuesday.The global forecast for the Asian markets is broadly positive, with support expected from the financial, oil and telecom stocks. The European and U.S. markets were sharply higher and the Asian bourses figure to open in similar fashion.The STI finished modestly lower on Monday following losses from the financial shares, property stocks and industrial issues.For the day, the index sank 26.93 points or 0.83 percent to finish at the daily low of 3,213.65 after peaking at 3,251.61. Volume was 1.61 billion shares worth 1.08 billion Singapore dollars. There were 270 decliners and 233 gainers.Among the actives, CapitaLand Integrated Commercial Trust and Keppel Corp both lost 0.44 percent, while CapitaLand Investment skidded 1.02 percent, City Developments retreated 1.22 percent, DBS Group tumbled 1.60 percent, Hongkong Land plunged 1.87 percent, Mapletree Industrial Trust gained 0.41 percent, Oversea-Chinese Banking Corporation fell 0.26 percent, SATS eased 0.22 percent, SembCorp Industries tanked 1.74 percent, Singapore Exchange added 0.51 percent, Singapore Technologies Engineering slumped 0.98 percent, SingTel sank 074 percent, Thai Beverage declined 1.41 percent, United Overseas Bank shed 0.68 percent, Wilmar International plummeted 2.33 percent, Yangzijiang Financial jumped 2.35 percent, Yangzijiang Shipbuilding climbed 1.12 percent and Mapletree Commercial Trust, Mapletree Logistics Trust, Genting Singapore, Ascendas REIT and Comfort DelGro were unchanged.The lead from Wall Street is upbeat as the major averages opened higher on Monday and largely accelerated as the day progressed, ending solidly in the green.The Dow surged 618.34 points or 1.98 percent to finish at 31,880.24, while the NASDAQ soared 180.66 points or 1.59 percent to end at 11,535.27 and the S&P 500 jumped 72.39 points or 1.86 percent to close at 3,973.75.The strength on Wall Street came as traders continued to pick up stocks at reduced levels, extending the recovery seen late in the trading session last Friday.Buying interest was also generated in reaction to news the financial hub of Shanghai has lifted some of its COVID-19 restrictions and U.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods.Crude oil futures pared early gains and settled flat on Monday. Oil prices climbed higher earlier in the day amid hopes of increased demand from China, while a weaker dollar also offered support. But prices came off higher levels as the day progressed and eventually settled little changed.West Texas Intermediate crude oil futures for July ended at $110.29 a barrel, up a penny from Friday's close of $110.28 a barrel. The contract rose to a high of $111.96 earlier in the day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084445499,"gmtCreate":1650922302023,"gmtModify":1676534813386,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084445499","repostId":"1146620721","repostType":4,"repost":{"id":"1146620721","kind":"news","pubTimestamp":1650878824,"share":"https://ttm.financial/m/news/1146620721?lang=&edition=fundamental","pubTime":"2022-04-25 17:27","market":"us","language":"en","title":"This Emerging Opportunity Could Send Nvidia Stock Soaring","url":"https://stock-news.laohu8.com/highlight/detail?id=1146620721","media":"Motley Fool","summary":"The graphics specialist's video gaming business could get much bigger in the long run thanks to this fast-growing opportunity.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Nvidia has cornered a major share of the cloud gaming market&#39;s revenue.</li><li>The cloud gaming market&#39;s high pace of growth in the coming years could supercharge Nvidia&#39;s gaming business.</li><li>Nvidia has made smart moves to ensure that it remains a top cloud gaming play.</li></ul><p><b>Nvidia</b> stock may be down in the dumps in 2022 as Wall Street seems to be worried about the health of the company&#39;s video gaming business, but a closer look indicates that the problems are likely to be short-term in nature.</p><p>Nvidia&#39;s video gaming business could take off big time in the long run as more gamers upgrade to its new graphics cards that are used in personal computers (PCs). At the same time, there is another emerging trend in the video gaming space that could supercharge Nvidia&#39;s growth -- cloud gaming, which allows gamers to stream games to their PC, Mac, or smartphones from a remote data center for a fee.</p><p>Let&#39;s look at the reasons why this could be the next big growth avenue for Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f05b4cd36f2affd22525a38b41ac29a\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>There&#39;s a huge opportunity in cloud gaming</b></p><p>The cloud gaming market is estimated to have generated $1.6 billion in revenue last year, according to market research firm Newzoo. The firm also points out that there were an estimated 23.7 million paying users for cloud gaming in 2021.</p><p>A few calculations indicate that Nvidia is the biggest player in this nascent, but promising market. The company pointed out at its investor day event last month that its GeForce Now cloud gaming service had 15 million users. So Nvidia controls around 60% of the cloud gaming market, going by Newzoo&#39;s estimate of the total number of subscribers that this space had in 2021.</p><p>It also seems that Nvidia controls a big chunk of cloud gaming revenue. The company generated $11.4 billion through sales of gaming graphics cards in fiscal 2022 (ended on Jan. 30). For comparison, Nvidia&#39;s overall gaming revenue in fiscal 2021 came in at $12.46 billion, indicating that cloud gaming produced just over $1 billion in revenue for the company. Based on Newzoo&#39;s estimate of the cloud gaming market&#39;s 2021 revenue, calculations indicate that Nvidia has cornered just over 60% revenue share of this budding market.</p><p>Now, $1 billion in cloud gaming revenue means that this segment accounted for around 3.7% of Nvidia&#39;s top line of $26.9 billion in fiscal 2022. That may look like a small number right now, but it won&#39;t be surprising to see the GeForce Now business boom big time in the long run. That&#39;s because the cloud gaming market could hit $14 billion in revenue by 2027, clocking a compound annual growth rate of 64% for the next five years.</p><p>If Nvidia manages to hold on to its share of this potentially lucrative market, GeForce Now could become an $8 billion-plus business for Nvidia in five years. That&#39;s a big number considering the overall revenue generated by Nvidia&#39;s gaming business in fiscal 2022. What&#39;s more, the size of the cloud gaming market could hit $22 billion by 2030 as per a third-party estimate, indicating that this space could turn out to be a long-term money spinner for Nvidia given its already-dominant position.</p><p><b>Nvidia is pulling the right strings to capitalize on this opportunity</b></p><p>There are a few simple reasons why Nvidia is dominating the cloud gaming market right now.</p><p>First, the company has brought high-end gaming to players at an enticing price through its GeForce Now RTX 3080 plan.</p><p>With the plan priced at $19.99 per month or $99.99 for six months, gamers are paying a fraction of what they would be spending on building a premium gaming PC powered by the RTX 3080 graphics card that starts at a manufacturer&#39;s suggested retail price (MSRP) of $699, though that may not be the case in the real world where graphics card prices are much higher on account of tight supplies.</p><p>Second, GeForce Now boasts of a library of more than 1,200 games that is available in 80 countries. This, along with the attractive pricing, puts the company in a solid position to tap into a vast addressable market that consists of a billion underpowered PCs and Chromebooks, an identical number of iOS and Mac devices, and 4 billion Android users.</p><p>And finally, Nvidia has partnered with key companies to push its cloud gaming business. Samsung and <b>LG</b>, for instance, are offering GeForce Now on their televisions, while <b>AT&amp;T</b> has also struck a partnership with Nvidia to offer the service to its subscribers.</p><p>Such moves could ensure the healthy growth of Nvidia&#39;s cloud gaming business in the long run and help the company remain a top video gaming stock for a long time to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Emerging Opportunity Could Send Nvidia Stock Soaring</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\">\nThis Emerging Opportunity Could Send Nvidia Stock Soaring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/24/emerging-opportunity-send-nvidia-stock-soaring/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia has cornered a major share of the cloud gaming market's revenue.The cloud gaming market's high pace of growth in the coming years could supercharge Nvidia's gaming business.Nvidia has...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/24/emerging-opportunity-send-nvidia-stock-soaring/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/04/24/emerging-opportunity-send-nvidia-stock-soaring/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146620721","content_text":"KEY POINTSNvidia has cornered a major share of the cloud gaming market's revenue.The cloud gaming market's high pace of growth in the coming years could supercharge Nvidia's gaming business.Nvidia has made smart moves to ensure that it remains a top cloud gaming play.Nvidia stock may be down in the dumps in 2022 as Wall Street seems to be worried about the health of the company's video gaming business, but a closer look indicates that the problems are likely to be short-term in nature.Nvidia's video gaming business could take off big time in the long run as more gamers upgrade to its new graphics cards that are used in personal computers (PCs). At the same time, there is another emerging trend in the video gaming space that could supercharge Nvidia's growth -- cloud gaming, which allows gamers to stream games to their PC, Mac, or smartphones from a remote data center for a fee.Let's look at the reasons why this could be the next big growth avenue for Nvidia.IMAGE SOURCE: GETTY IMAGES.There's a huge opportunity in cloud gamingThe cloud gaming market is estimated to have generated $1.6 billion in revenue last year, according to market research firm Newzoo. The firm also points out that there were an estimated 23.7 million paying users for cloud gaming in 2021.A few calculations indicate that Nvidia is the biggest player in this nascent, but promising market. The company pointed out at its investor day event last month that its GeForce Now cloud gaming service had 15 million users. So Nvidia controls around 60% of the cloud gaming market, going by Newzoo's estimate of the total number of subscribers that this space had in 2021.It also seems that Nvidia controls a big chunk of cloud gaming revenue. The company generated $11.4 billion through sales of gaming graphics cards in fiscal 2022 (ended on Jan. 30). For comparison, Nvidia's overall gaming revenue in fiscal 2021 came in at $12.46 billion, indicating that cloud gaming produced just over $1 billion in revenue for the company. Based on Newzoo's estimate of the cloud gaming market's 2021 revenue, calculations indicate that Nvidia has cornered just over 60% revenue share of this budding market.Now, $1 billion in cloud gaming revenue means that this segment accounted for around 3.7% of Nvidia's top line of $26.9 billion in fiscal 2022. That may look like a small number right now, but it won't be surprising to see the GeForce Now business boom big time in the long run. That's because the cloud gaming market could hit $14 billion in revenue by 2027, clocking a compound annual growth rate of 64% for the next five years.If Nvidia manages to hold on to its share of this potentially lucrative market, GeForce Now could become an $8 billion-plus business for Nvidia in five years. That's a big number considering the overall revenue generated by Nvidia's gaming business in fiscal 2022. What's more, the size of the cloud gaming market could hit $22 billion by 2030 as per a third-party estimate, indicating that this space could turn out to be a long-term money spinner for Nvidia given its already-dominant position.Nvidia is pulling the right strings to capitalize on this opportunityThere are a few simple reasons why Nvidia is dominating the cloud gaming market right now.First, the company has brought high-end gaming to players at an enticing price through its GeForce Now RTX 3080 plan.With the plan priced at $19.99 per month or $99.99 for six months, gamers are paying a fraction of what they would be spending on building a premium gaming PC powered by the RTX 3080 graphics card that starts at a manufacturer's suggested retail price (MSRP) of $699, though that may not be the case in the real world where graphics card prices are much higher on account of tight supplies.Second, GeForce Now boasts of a library of more than 1,200 games that is available in 80 countries. This, along with the attractive pricing, puts the company in a solid position to tap into a vast addressable market that consists of a billion underpowered PCs and Chromebooks, an identical number of iOS and Mac devices, and 4 billion Android users.And finally, Nvidia has partnered with key companies to push its cloud gaming business. Samsung and LG, for instance, are offering GeForce Now on their televisions, while AT&T has also struck a partnership with Nvidia to offer the service to its subscribers.Such moves could ensure the healthy growth of Nvidia's cloud gaming business in the long run and help the company remain a top video gaming stock for a long time to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046689622,"gmtCreate":1656339602766,"gmtModify":1676535809252,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>B","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>B","text":"$Alibaba(09988)$B","images":[{"img":"https://community-static.tradeup.com/news/5c5f50a47756bfd49a28df4c3e4ba3a2","width":"1284","height":"2492"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046689622","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058694809,"gmtCreate":1654826806301,"gmtModify":1676535518371,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058694809","repostId":"2242366450","repostType":4,"repost":{"id":"2242366450","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654817932,"share":"https://ttm.financial/m/news/2242366450?lang=&edition=fundamental","pubTime":"2022-06-10 07:38","market":"us","language":"en","title":"NHTSA Upgrades Probe of Tesla Autopilot in Crashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2242366450","media":"Dow Jones","summary":"The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes inv","content":"<html><head></head><body><p>The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker <a href=\"https://laohu8.com/S/AONE.U\">one</a> step closer to a possible recall.</p><p>The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to &#34;Engineering Analysis,&#34; according to a post on the agency&#39;s website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.</p><p>The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore &#34;the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver&#39;s supervision.&#34;</p><p>The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.</p><p>The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.</p><p>Tesla (ticker: TSLA) didn&#39;t immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.</p><p>Autopilot is Tesla&#39;s driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.</p><p>In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren&#39;t illuminated.</p><p>In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn&#39;t take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.</p><p>The NHTSA said it had identified 15 injuries and one fatality because of the crashes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NHTSA Upgrades Probe of Tesla Autopilot in Crashes</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\">\nNHTSA Upgrades Probe of Tesla Autopilot in Crashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-10 07:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker <a href=\"https://laohu8.com/S/AONE.U\">one</a> step closer to a possible recall.</p><p>The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to &#34;Engineering Analysis,&#34; according to a post on the agency&#39;s website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.</p><p>The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore &#34;the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver&#39;s supervision.&#34;</p><p>The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.</p><p>The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.</p><p>Tesla (ticker: TSLA) didn&#39;t immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.</p><p>Autopilot is Tesla&#39;s driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.</p><p>In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren&#39;t illuminated.</p><p>In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn&#39;t take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.</p><p>The NHTSA said it had identified 15 injuries and one fatality because of the crashes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242366450","content_text":"The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker one step closer to a possible recall.The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to \"Engineering Analysis,\" according to a post on the agency's website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore \"the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver's supervision.\"The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.Tesla (ticker: TSLA) didn't immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.Autopilot is Tesla's driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren't illuminated.In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn't take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.The NHTSA said it had identified 15 injuries and one fatality because of the crashes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067351403,"gmtCreate":1652411900702,"gmtModify":1676535096034,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00005\">$HSBC HOLDINGS(00005)$</a>B","listText":"<a href=\"https://ttm.financial/S/00005\">$HSBC HOLDINGS(00005)$</a>B","text":"$HSBC HOLDINGS(00005)$B","images":[{"img":"https://community-static.tradeup.com/news/7019f99f26b37e3c4351b1c5ab6faac1","width":"1125","height":"3215"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067351403","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067351690,"gmtCreate":1652411871110,"gmtModify":1676535096058,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00005\">$HSBC HOLDINGS(00005)$</a>B","listText":"<a href=\"https://ttm.financial/S/00005\">$HSBC HOLDINGS(00005)$</a>B","text":"$HSBC HOLDINGS(00005)$B","images":[{"img":"https://community-static.tradeup.com/news/c2a24d973226b81967fa67024aa57725","width":"1125","height":"3215"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067351690","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066920122,"gmtCreate":1651841324966,"gmtModify":1676534981547,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CWEB\">$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$</a>[Strong]&nbsp;","listText":"<a href=\"https://ttm.financial/S/CWEB\">$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$</a>[Strong]&nbsp;","text":"$Direxion Daily CSI China Internet Index Bull 2X(CWEB)$[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066920122","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061281291,"gmtCreate":1651628180920,"gmtModify":1676534939110,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061281291","repostId":"1105560074","repostType":4,"repost":{"id":"1105560074","kind":"news","pubTimestamp":1651623449,"share":"https://ttm.financial/m/news/1105560074?lang=&edition=fundamental","pubTime":"2022-05-04 08:17","market":"us","language":"en","title":"Dear TSLA Stock Fans, Mark Your Calendars for Aug. 4","url":"https://stock-news.laohu8.com/highlight/detail?id=1105560074","media":"InvestorPlace","summary":"Tesla has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, theelectric vehicle leader has announced that its 2022 Annual Shareholder Meeting will take place on Aug. 4 in Austin, Texas.Today, TSLA stock is rising following the news. This morning, Tesla announced both the date and location for the shareholder meeting. At the meeting, shareholders will vote on the potential stock split. Although the vote is e","content":"<html><head></head><body><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, the electric vehicle(EV) leader has announced that its 2022 Annual Shareholder Meeting will take place on Aug. 4 in Austin, Texas.</p><p>Today, TSLA stock is rising following the news. This morning, Tesla announced both the date and location for the shareholder meeting. At the meeting, shareholders will vote on the potential stock split. Although the vote is expected to swing in favor of the split, the split cannot proceed without majority shareholder approval.</p><blockquote>Tesla&#39;s 2022 Annual Shareholder Meeting will be on August 4th in Austin, TX. Thank you for your support of Tesla!</blockquote><blockquote>— Tesla (@Tesla)May 3, 2022</blockquote><p>Of course, this Tuesday has been turbulent for many stocks, but TSLA is rising nevertheless. Shares shot up some 2% and, despite a dip, have since rebounded. The stock is up by about 1% today.</p><p>What’s Happening with TSLA Stock?</p><p>It’s not surprising that TSLA stock is rising on this stock split update. Last time Teslaenacted a stock split, shares soared more than 80%. In the ensuing year, its price more than doubled. All told, the first split was excellent for both investors and the company.</p><p>Now, Tesla wants to split the stock again — and shareholders have the power to make it happen. So far, there’s little reason to expect a resounding “no” on the split, either. What’s more, while another doubling in price is not guaranteed, the second stock split should still help shares rise. Companies typically split their stock to make it more accessible to small-scale investors. Given the high levels at which TSLA stock currently trades, opening shares up to new group of investors should prove very beneficial.</p><p>Wall Street often regards stock splits as signals that management has positive expectations. To that end, CEO Elon Musk has made it clear he has no intentions of slowing Tesla down.</p><p>The company hasn’t released many other details about the upcoming stock split. As we’re seeing today, though, even small updates can generate buzz.</p><p>What It Means</p><p>While investors wait for more details on the Tesla stock split, shares can be expected to continue rising. Stock splits have worked well for other high-growth tech stocks; <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) and <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) both enacted splits in the past year, leading to significant gains.</p><p>Now, Tesla is following in their footsteps, also standing to benefit. The upcoming TSLA stock split will likely go through — and when it does, investors will be happy with the results. In the months leading up to the shareholder meeting, investors can also expect TSLA stock to climb in anticipation.</p></body></html>","source":"lsy1606302653667","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>Dear TSLA Stock Fans, Mark Your Calendars for Aug. 4</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\">\nDear TSLA Stock Fans, Mark Your Calendars for Aug. 4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(NASDAQ:TSLA) has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, the electric vehicle(EV) leader has ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105560074","content_text":"Tesla(NASDAQ:TSLA) has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, the electric vehicle(EV) leader has announced that its 2022 Annual Shareholder Meeting will take place on Aug. 4 in Austin, Texas.Today, TSLA stock is rising following the news. This morning, Tesla announced both the date and location for the shareholder meeting. At the meeting, shareholders will vote on the potential stock split. Although the vote is expected to swing in favor of the split, the split cannot proceed without majority shareholder approval.Tesla's 2022 Annual Shareholder Meeting will be on August 4th in Austin, TX. Thank you for your support of Tesla!— Tesla (@Tesla)May 3, 2022Of course, this Tuesday has been turbulent for many stocks, but TSLA is rising nevertheless. Shares shot up some 2% and, despite a dip, have since rebounded. The stock is up by about 1% today.What’s Happening with TSLA Stock?It’s not surprising that TSLA stock is rising on this stock split update. Last time Teslaenacted a stock split, shares soared more than 80%. In the ensuing year, its price more than doubled. All told, the first split was excellent for both investors and the company.Now, Tesla wants to split the stock again — and shareholders have the power to make it happen. So far, there’s little reason to expect a resounding “no” on the split, either. What’s more, while another doubling in price is not guaranteed, the second stock split should still help shares rise. Companies typically split their stock to make it more accessible to small-scale investors. Given the high levels at which TSLA stock currently trades, opening shares up to new group of investors should prove very beneficial.Wall Street often regards stock splits as signals that management has positive expectations. To that end, CEO Elon Musk has made it clear he has no intentions of slowing Tesla down.The company hasn’t released many other details about the upcoming stock split. As we’re seeing today, though, even small updates can generate buzz.What It MeansWhile investors wait for more details on the Tesla stock split, shares can be expected to continue rising. Stock splits have worked well for other high-growth tech stocks; Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) both enacted splits in the past year, leading to significant gains.Now, Tesla is following in their footsteps, also standing to benefit. The upcoming TSLA stock split will likely go through — and when it does, investors will be happy with the results. In the months leading up to the shareholder meeting, investors can also expect TSLA stock to climb in anticipation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069012168,"gmtCreate":1651202109933,"gmtModify":1676534870128,"author":{"id":"3584427792964802","authorId":"3584427792964802","name":"Simba king","avatar":"https://community-static.tradeup.com/news/c212762501c666eba2ce8c67fdb76f70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584427792964802","authorIdStr":"3584427792964802"},"themes":[],"htmlText":"Joker again","listText":"Joker again","text":"Joker again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069012168","repostId":"2231473270","repostType":4,"repost":{"id":"2231473270","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651199900,"share":"https://ttm.financial/m/news/2231473270?lang=&edition=fundamental","pubTime":"2022-04-29 10:38","market":"us","language":"en","title":"Stock of Spac Buying Truth Social Jumps After Trump Posts For First Time In Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2231473270","media":"Dow Jones","summary":"DWAC shares shoot higher in after-hours trading after Trump posts 'I'M BACK!'Shares of Digital World","content":"<html><head></head><body><p>DWAC shares shoot higher in after-hours trading after Trump posts &#39;I&#39;M BACK!&#39;</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp.</a>, the special purpose acquisition company that is buying the company behind Donald Trump&#39;s Truth Social, soared in after-hours trading Thursday after Trump posted a message on the platform for the first time in months.</p><p>&#34;I&#39;M BACK! #COVFEFE,&#34; Trump posted on Truth Social on Thursday afternoon, with a photo of himself at his Mar-a-Lago estate in Florida. &#34;Covfefe&#34; was one of Trump&#39;s more infamous <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> typos, which grew into a meme of its own.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">DWAC </a> initially shot more than 25% higher late Thursday after Trump&#39;s post, which suggested the former president may be more active on the fledgling social network, though gains settled to about 15% in after-hours trading. That&#39;s after the stock closed the regular trading day up about 8%, at $48.06.</p><p>In October, DWAC announced it would buy Trump Media &amp; Technology Group, owner of Truth Social, which aims to be a competitor of Twitter Inc. (TWTR) and Meta&#39;s <a href=\"https://laohu8.com/S/FB\">$(FB)$</a> Facebook. The platform debuted in February, but has been plagued by technological glitches and low user numbers.</p><p>DWAC shares plunged to a six-month low Monday on reports that &#34;free speech absolutist&#34; Elon Musk would buy Twitter and potentially restore Trump&#39;s account, which Twitter banned in January 2021, after the Capitol insurrection, at the time citing the &#34;risk of further incitement of violence.&#34; But the stock has improved over the week -- up 27% -- after Truth Social CEO Devin Nunes told Fox Business that Trump has no interest in returning to Twitter. Trump said as much himself earlier in the month.</p><p>Before Thursday, Trump had only one post on Truth Social, saying in February: &#34;Get Ready! Your favorite President will see you soon!&#34;</p><p>DWAC shares are down about 28% over the past three months, but only down 6.6% year to date, while the S&amp;P 500  is down 1% over the past three months and off 10% year to date.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock of Spac Buying Truth Social Jumps After Trump Posts For First Time In Months</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 of Spac Buying Truth Social Jumps After Trump Posts For First Time In Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-04-29 10:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>DWAC shares shoot higher in after-hours trading after Trump posts &#39;I&#39;M BACK!&#39;</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp.</a>, the special purpose acquisition company that is buying the company behind Donald Trump&#39;s Truth Social, soared in after-hours trading Thursday after Trump posted a message on the platform for the first time in months.</p><p>&#34;I&#39;M BACK! #COVFEFE,&#34; Trump posted on Truth Social on Thursday afternoon, with a photo of himself at his Mar-a-Lago estate in Florida. &#34;Covfefe&#34; was one of Trump&#39;s more infamous <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> typos, which grew into a meme of its own.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">DWAC </a> initially shot more than 25% higher late Thursday after Trump&#39;s post, which suggested the former president may be more active on the fledgling social network, though gains settled to about 15% in after-hours trading. That&#39;s after the stock closed the regular trading day up about 8%, at $48.06.</p><p>In October, DWAC announced it would buy Trump Media &amp; Technology Group, owner of Truth Social, which aims to be a competitor of Twitter Inc. (TWTR) and Meta&#39;s <a href=\"https://laohu8.com/S/FB\">$(FB)$</a> Facebook. The platform debuted in February, but has been plagued by technological glitches and low user numbers.</p><p>DWAC shares plunged to a six-month low Monday on reports that &#34;free speech absolutist&#34; Elon Musk would buy Twitter and potentially restore Trump&#39;s account, which Twitter banned in January 2021, after the Capitol insurrection, at the time citing the &#34;risk of further incitement of violence.&#34; But the stock has improved over the week -- up 27% -- after Truth Social CEO Devin Nunes told Fox Business that Trump has no interest in returning to Twitter. Trump said as much himself earlier in the month.</p><p>Before Thursday, Trump had only one post on Truth Social, saying in February: &#34;Get Ready! Your favorite President will see you soon!&#34;</p><p>DWAC shares are down about 28% over the past three months, but only down 6.6% year to date, while the S&amp;P 500  is down 1% over the past three months and off 10% year to date.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231473270","content_text":"DWAC shares shoot higher in after-hours trading after Trump posts 'I'M BACK!'Shares of Digital World Acquisition Corp., the special purpose acquisition company that is buying the company behind Donald Trump's Truth Social, soared in after-hours trading Thursday after Trump posted a message on the platform for the first time in months.\"I'M BACK! #COVFEFE,\" Trump posted on Truth Social on Thursday afternoon, with a photo of himself at his Mar-a-Lago estate in Florida. \"Covfefe\" was one of Trump's more infamous Twitter typos, which grew into a meme of its own.Shares of DWAC  initially shot more than 25% higher late Thursday after Trump's post, which suggested the former president may be more active on the fledgling social network, though gains settled to about 15% in after-hours trading. That's after the stock closed the regular trading day up about 8%, at $48.06.In October, DWAC announced it would buy Trump Media & Technology Group, owner of Truth Social, which aims to be a competitor of Twitter Inc. (TWTR) and Meta's $(FB)$ Facebook. The platform debuted in February, but has been plagued by technological glitches and low user numbers.DWAC shares plunged to a six-month low Monday on reports that \"free speech absolutist\" Elon Musk would buy Twitter and potentially restore Trump's account, which Twitter banned in January 2021, after the Capitol insurrection, at the time citing the \"risk of further incitement of violence.\" But the stock has improved over the week -- up 27% -- after Truth Social CEO Devin Nunes told Fox Business that Trump has no interest in returning to Twitter. Trump said as much himself earlier in the month.Before Thursday, Trump had only one post on Truth Social, saying in February: \"Get Ready! Your favorite President will see you soon!\"DWAC shares are down about 28% over the past three months, but only down 6.6% year to date, while the S&P 500  is down 1% over the past three months and off 10% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}