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07-06

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2023-09-20

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7 Safe and Steady Dividend Stocks to Buy for Volatile Time

2023-09-20

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@Trend_Radar:🎁$V Nearing 52w High, A Good Celebration For Its 65th Anniversary

2023-09-20

What happened to Apple? Is this the end of an era?

@ShenGuang:iPhone 15 Launch: "So-So" for Apple's Sales Outlook and Stock

2023-09-20

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@Value_investing:Is this semiconductor pullback a buying opportunity?

2023-09-20

AI- driven economy is well-positioned to grow in the coming future

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2023-07-06

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@JC888:Can NIO Meet 250,000 EVs Target By End 2023?

2023-07-06

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@Tiger_comments:BTC: The Best-Performing Asset in H1! How to Invest With ETFs?

2023-07-06

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@MillionaireTiger:The Trillion Club: Who Will Be the Next Giant to Join Apple?

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Despite an optimistic kickoff this year, the broader market sentiment has chilled. For investors eager to remain engaged but wary of current volatilities, turning to trusted companies offering consistent dividends might be the savvy move.</p><p>Recent data adds weight to this strategy. Recently, <em>CNBC</em> highlighted that August’s core inflation, excluding food and energy, edged up by 0.3%, exceeding projections. The consumer price index notched its most significant monthly uptick of the year, rising by 0.6%. In the same vein, energy prices jumped, underscored by a substantial 10.6% leap in gasoline costs. Meanwhile, real average hourly earnings slipped by 0.5%, signaling potential constraints on discretionary spending.</p><p>Compounding matters, the previously bullish technology sector has shown signs of waning momentum, prompting broader market apprehension. The writing’s on the wall. Amid brewing financial tempests, considering dividend stocks to buy for safety could be your financial umbrella.</p><h2 id=\"id_1431223229\">Shell (SHEL)</h2><p>Amid the rough waters of the equities sector recently, <strong>Shell</strong> (NYSE: <strong>SHEL</strong>) emerges as a lighthouse for the discerning investor. As an integrated oil and natural gas enterprise, combining both upstream (exploration and production) and downstream (refining and marketing) business units, Shell offers vast relevanceis.</p><p>It also demonstrates comparatively strong performance stats. While the <strong>S&amp;P 500</strong> took tentative steps, growing a mere 1% in the trailing month, Shell charged forth with an almost 7% uptick. Let’s face it, even with the push toward electrification, most of us still rely on combustion-powered transportation.</p><p>Better yet, Shell – while not exactly printing extraordinarily remarkable financials – is a reliable entity among safe dividend stocks. In particular, it benefits from consistent profitability. Also, it trades at only 5.21X free cash flow (FCF), lower than almost 70% of its peers.</p><p>And let’s not forget about dividends. With a robust 4.1% forward yield and a commendably conservative payout ratio, Shell combines a mix of passive income and capital gains potential. As a bonus, analysts rate SHEL a strong buy with a $69.31 target implying over 7% upside potential.</p><h2 id=\"id_3998987376\">Rio Tinto (RIO)</h2><p>Metals and mining? For dividend safety? Before you raise a skeptical brow, allow <strong>Rio Tinto</strong> (NYSE: <strong>RIO</strong>) to make its case. The year’s equity dip, while noticeable, will probably be but a transient blip over Rio’s longer-term narrative. Why? Two words: copper and lithium.</p><p>As the world accelerates toward an electric future, Rio Tinto is strategically poised to harness the surging demand for these indispensable metals. According to Grand View Research, the global lithium market was valued at $7.49 billion in 2022.</p><p>Further, the sector should grow at a compound annual growth rate (CAGR) of 12.3% from 2023 to 2030, culminating in sector revenue of $18.99 billion. That’s one good reason why RIO is one of the safe dividend stocks.</p><p>In fairness, its equity value stuttered this year. Still, remember this: a stellar 30% trailing-year operating margin doesn’t just manifest overnight. It’s forged from consistent excellence and resilience. Add a forward yield of 5.38% into the mix, and the narrative is clear: Rio Tinto is a dividend dynamo, awaiting its rightful spotlight among dividend stocks to buy for safety.</p><h2 id=\"id_4244411022\">Johnson &amp; Johnson (JNJ)</h2><p>In the realm of safe dividend stocks, few names carry the gravitas and time-tested resilience of <strong>Johnson &amp; Johnson</strong> (NYSE: <strong>JNJ</strong>). This healthcare behemoth, despite a 9% slip since the year’s onset, remains a bedrock for investors seeking stability amid market volatility. And in these uncertain times, there’s an undeniable allure to the predictable and the familiar.</p><p>J&amp;J’s recent spinoff of <strong>Kenvue</strong> (NYSE: <strong>KVUE</strong>) has strategically allowed it to focus on pharmaceutical prescription drugs and cutting-edge medical device technologies. In an age of rapid medical advancements, J&amp;J’s commitment to innovation ensures its relevance for decades to come. Amid global health challenges, patients will seek and prioritize solutions irrespective of broader economic considerations.</p><p>However, it’s not just about the present but the future. Consistent profitability, an enviable operating margin surpassing 91% of industry counterparts and an unbroken 62-year streak of dividend increases underscore J&amp;J’s prowess. With analysts forecasting a nearly 11% upside potential, J&amp;J isn’t just a stable bet; it’s a compelling growth prospect, making it one of the dividend stocks to buy for safety.</p><h2 id=\"id_2691838309\">AbbVie (ABBV)</h2><p>Venture a bit deeper into the pharmaceutical space and you’ll stumble upon another dividend darling: <strong>AbbVie</strong> (NYSE: <strong>ABBV</strong>). By acquiring Allergan, this powerhouse did not just expand its portfolio; it strategically positioned itself at the forefront of an aesthetic revolution. In an era dominated by social media perfectionism, the Botox antiwrinkle treatment could very well be the golden goose for AbbVie, making it one of the safe dividend stocks.</p><p>The societal shift, especially among millennials and Generation Z, is undeniable. As notions of aging evolve, driven in part by the unforgiving lens of social media, treatments like Botox find a growing audience. The demand isn’t tethered to economic upswings; it’s a new norm, unaffected by recessions or downturns.</p><p>AbbVie’s financials echo this optimistic narrative. A three-year revenue growth rate besting 72% of its industry peers, a net margin towering above 81% and a forward dividend yield of 3.89% paint a promising picture. With over half a century of consecutive dividend hikes and analysts signaling an 11% upside, AbbVie makes a compelling case for those scouting for dividend stocks to buy for safety.</p><h2 id=\"id_785118436\">PepsiCo (PEP)</h2><p>In a world increasingly enticed by premium coffee shops and artisanal drinks, there’s a quieter, powerful countermovement: the allure of cost-effectiveness. Take <strong>PepsiCo</strong> (NASDAQ: <strong>PEP</strong>) for instance, a familiar face in food, snacks and beverages.</p><p>As economic uncertainty looms and wallets tighten, a growing number of consumers could choose to bypass the posh cafés. Instead, they might reach for their trusted can of Pepsi, getting that caffeine kick at a fraction of the price. It’s an observation grounded in the trade-down effect, where consumers, instead of abandoning a habit, find more economical alternatives.</p><p>While PEP stock hasn’t had the most thrilling year, it’s crucial not to underestimate its potential. Beyond the name recognition, PepsiCo’s financials shine in places that matter. A three-year revenue growth rate of 9.3% outpaces 70% of its industry counterparts. Couple that with robust operating and net margins of 13.35% and 8.76% respectively, and you’ve got a stock showing resilience and adaptability.</p><p>Now, for those with an eye on safe dividend stocks, PEP doesn’t disappoint. Boasting a forward yield of 2.81% and an admirable streak of 52 years of consecutive dividend hikes, it’s a testament to the company’s commitment to rewarding shareholders.</p><h2 id=\"id_2071614157\">Philip Morris (PM)</h2><p>When it comes to dividend investing, some sectors are inherently divisive, and <strong>Philip Morris</strong> (NYSE: <strong>PM</strong>) from the tobacco world is no exception. The company, though a dominant player in its sector is now operating in a world where traditional smoking is steadily declining.</p><p>But here’s the twist: Philip Morris isn’t just any old tobacco company. Leveraging its vast knowledge of the industry, it’s making a strategic pivot towards e-cigarettes and vaporizers, creating products tailored for traditional smokers transitioning to these alternatives.</p><p>Yes, a peek into the financials reveals certain imperfections. Its balance sheet and revenue growth trajectory have room for improvement. And its premium valuation might raise eyebrows. But focus on its robust operating margin of 33.6% and a commendable return on assets of 15%. These figures are indicative of a company that knows its craft and continues to navigate challenges deftly.</p><p>Dividend enthusiasts should note its attractive forward yield of 5.43%. Admittedly, its payout ratio sits at a steep 76.34%. But with 15 years of consistent dividend hikes and a unanimous strong buy rating from analysts, PM is staking its claim in the world of safe dividend stocks, with a price target suggesting a promising 22% upside.</p><h2 id=\"id_906771474\">Stellantis (STLA)</h2><p>Amid the cacophony of the United Auto Workers strike, <strong>Stellantis</strong> (NYSE: <strong>STLA</strong>) — the powerhouse behind revered brands like <strong>Alfa Romeo</strong> and <strong>Maserati</strong> — finds itself in a delicate dance. With ownership of domestic giants like <strong>Dodge</strong>, the strike undoubtedly casts a shadow.</p><p>But look beyond the immediate turbulence and you might see an undervalued gem, especially when you consider its electric vehicle aspirations. With such an illustrious portfolio of iconic brands, the EV transition is peppered with tantalizing possibilities.</p><p>From a valuation standpoint, Stellantis distinguishes itself. Trading at a modest forward earnings multiple of 3.26X, it represents a stark contrast to its peers. Its discounted revenue multiple further accentuates the value proposition. But the story gets even juicier when you consider its three-year revenue growth rate of 14.6%, which not only outpaces most in the sector but pairs beautifully with an enviable EBITDA growth rate of 32.2%.</p><p>Dividend hunters, brace yourselves. STLA offers a staggering 7.16% yield. With analysts echoing a robust strong buy sentiment and hinting at a potential 25% price appreciation, Stellantis solidifies its stance as one of the compelling dividend stocks to buy for safety amid market volatility.</p></body></html>","source":"investorplace_stock_picks","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>7 Safe and Steady Dividend Stocks to Buy for Volatile Time</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\">\n7 Safe and Steady Dividend Stocks to Buy for Volatile Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-20 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/09/7-safe-and-steady-dividend-stocks-to-buy-for-volatile-time/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Navigating the unpredictable waters of today’s market, safe dividend stocks emerge as a beacon of reliability. Despite an optimistic kickoff this year, the broader market sentiment has chilled. For ...</p>\n\n<a href=\"https://investorplace.com/2023/09/7-safe-and-steady-dividend-stocks-to-buy-for-volatile-time/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIO":"力拓","SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS","ABBV":"艾伯维公司","PM":"菲利普莫里斯","PEP":"百事可乐","JNJ":"强生","STLA":"Stellantis NV"},"source_url":"https://investorplace.com/2023/09/7-safe-and-steady-dividend-stocks-to-buy-for-volatile-time/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368185317","content_text":"Navigating the unpredictable waters of today’s market, safe dividend stocks emerge as a beacon of reliability. Despite an optimistic kickoff this year, the broader market sentiment has chilled. For investors eager to remain engaged but wary of current volatilities, turning to trusted companies offering consistent dividends might be the savvy move.Recent data adds weight to this strategy. Recently, CNBC highlighted that August’s core inflation, excluding food and energy, edged up by 0.3%, exceeding projections. The consumer price index notched its most significant monthly uptick of the year, rising by 0.6%. In the same vein, energy prices jumped, underscored by a substantial 10.6% leap in gasoline costs. Meanwhile, real average hourly earnings slipped by 0.5%, signaling potential constraints on discretionary spending.Compounding matters, the previously bullish technology sector has shown signs of waning momentum, prompting broader market apprehension. The writing’s on the wall. Amid brewing financial tempests, considering dividend stocks to buy for safety could be your financial umbrella.Shell (SHEL)Amid the rough waters of the equities sector recently, Shell (NYSE: SHEL) emerges as a lighthouse for the discerning investor. As an integrated oil and natural gas enterprise, combining both upstream (exploration and production) and downstream (refining and marketing) business units, Shell offers vast relevanceis.It also demonstrates comparatively strong performance stats. While the S&P 500 took tentative steps, growing a mere 1% in the trailing month, Shell charged forth with an almost 7% uptick. Let’s face it, even with the push toward electrification, most of us still rely on combustion-powered transportation.Better yet, Shell – while not exactly printing extraordinarily remarkable financials – is a reliable entity among safe dividend stocks. In particular, it benefits from consistent profitability. Also, it trades at only 5.21X free cash flow (FCF), lower than almost 70% of its peers.And let’s not forget about dividends. With a robust 4.1% forward yield and a commendably conservative payout ratio, Shell combines a mix of passive income and capital gains potential. As a bonus, analysts rate SHEL a strong buy with a $69.31 target implying over 7% upside potential.Rio Tinto (RIO)Metals and mining? For dividend safety? Before you raise a skeptical brow, allow Rio Tinto (NYSE: RIO) to make its case. The year’s equity dip, while noticeable, will probably be but a transient blip over Rio’s longer-term narrative. Why? Two words: copper and lithium.As the world accelerates toward an electric future, Rio Tinto is strategically poised to harness the surging demand for these indispensable metals. According to Grand View Research, the global lithium market was valued at $7.49 billion in 2022.Further, the sector should grow at a compound annual growth rate (CAGR) of 12.3% from 2023 to 2030, culminating in sector revenue of $18.99 billion. That’s one good reason why RIO is one of the safe dividend stocks.In fairness, its equity value stuttered this year. Still, remember this: a stellar 30% trailing-year operating margin doesn’t just manifest overnight. It’s forged from consistent excellence and resilience. Add a forward yield of 5.38% into the mix, and the narrative is clear: Rio Tinto is a dividend dynamo, awaiting its rightful spotlight among dividend stocks to buy for safety.Johnson & Johnson (JNJ)In the realm of safe dividend stocks, few names carry the gravitas and time-tested resilience of Johnson & Johnson (NYSE: JNJ). This healthcare behemoth, despite a 9% slip since the year’s onset, remains a bedrock for investors seeking stability amid market volatility. And in these uncertain times, there’s an undeniable allure to the predictable and the familiar.J&J’s recent spinoff of Kenvue (NYSE: KVUE) has strategically allowed it to focus on pharmaceutical prescription drugs and cutting-edge medical device technologies. In an age of rapid medical advancements, J&J’s commitment to innovation ensures its relevance for decades to come. Amid global health challenges, patients will seek and prioritize solutions irrespective of broader economic considerations.However, it’s not just about the present but the future. Consistent profitability, an enviable operating margin surpassing 91% of industry counterparts and an unbroken 62-year streak of dividend increases underscore J&J’s prowess. With analysts forecasting a nearly 11% upside potential, J&J isn’t just a stable bet; it’s a compelling growth prospect, making it one of the dividend stocks to buy for safety.AbbVie (ABBV)Venture a bit deeper into the pharmaceutical space and you’ll stumble upon another dividend darling: AbbVie (NYSE: ABBV). By acquiring Allergan, this powerhouse did not just expand its portfolio; it strategically positioned itself at the forefront of an aesthetic revolution. In an era dominated by social media perfectionism, the Botox antiwrinkle treatment could very well be the golden goose for AbbVie, making it one of the safe dividend stocks.The societal shift, especially among millennials and Generation Z, is undeniable. As notions of aging evolve, driven in part by the unforgiving lens of social media, treatments like Botox find a growing audience. The demand isn’t tethered to economic upswings; it’s a new norm, unaffected by recessions or downturns.AbbVie’s financials echo this optimistic narrative. A three-year revenue growth rate besting 72% of its industry peers, a net margin towering above 81% and a forward dividend yield of 3.89% paint a promising picture. With over half a century of consecutive dividend hikes and analysts signaling an 11% upside, AbbVie makes a compelling case for those scouting for dividend stocks to buy for safety.PepsiCo (PEP)In a world increasingly enticed by premium coffee shops and artisanal drinks, there’s a quieter, powerful countermovement: the allure of cost-effectiveness. Take PepsiCo (NASDAQ: PEP) for instance, a familiar face in food, snacks and beverages.As economic uncertainty looms and wallets tighten, a growing number of consumers could choose to bypass the posh cafés. Instead, they might reach for their trusted can of Pepsi, getting that caffeine kick at a fraction of the price. It’s an observation grounded in the trade-down effect, where consumers, instead of abandoning a habit, find more economical alternatives.While PEP stock hasn’t had the most thrilling year, it’s crucial not to underestimate its potential. Beyond the name recognition, PepsiCo’s financials shine in places that matter. A three-year revenue growth rate of 9.3% outpaces 70% of its industry counterparts. Couple that with robust operating and net margins of 13.35% and 8.76% respectively, and you’ve got a stock showing resilience and adaptability.Now, for those with an eye on safe dividend stocks, PEP doesn’t disappoint. Boasting a forward yield of 2.81% and an admirable streak of 52 years of consecutive dividend hikes, it’s a testament to the company’s commitment to rewarding shareholders.Philip Morris (PM)When it comes to dividend investing, some sectors are inherently divisive, and Philip Morris (NYSE: PM) from the tobacco world is no exception. The company, though a dominant player in its sector is now operating in a world where traditional smoking is steadily declining.But here’s the twist: Philip Morris isn’t just any old tobacco company. Leveraging its vast knowledge of the industry, it’s making a strategic pivot towards e-cigarettes and vaporizers, creating products tailored for traditional smokers transitioning to these alternatives.Yes, a peek into the financials reveals certain imperfections. Its balance sheet and revenue growth trajectory have room for improvement. And its premium valuation might raise eyebrows. But focus on its robust operating margin of 33.6% and a commendable return on assets of 15%. These figures are indicative of a company that knows its craft and continues to navigate challenges deftly.Dividend enthusiasts should note its attractive forward yield of 5.43%. Admittedly, its payout ratio sits at a steep 76.34%. But with 15 years of consistent dividend hikes and a unanimous strong buy rating from analysts, PM is staking its claim in the world of safe dividend stocks, with a price target suggesting a promising 22% upside.Stellantis (STLA)Amid the cacophony of the United Auto Workers strike, Stellantis (NYSE: STLA) — the powerhouse behind revered brands like Alfa Romeo and Maserati — finds itself in a delicate dance. With ownership of domestic giants like Dodge, the strike undoubtedly casts a shadow.But look beyond the immediate turbulence and you might see an undervalued gem, especially when you consider its electric vehicle aspirations. With such an illustrious portfolio of iconic brands, the EV transition is peppered with tantalizing possibilities.From a valuation standpoint, Stellantis distinguishes itself. Trading at a modest forward earnings multiple of 3.26X, it represents a stark contrast to its peers. Its discounted revenue multiple further accentuates the value proposition. But the story gets even juicier when you consider its three-year revenue growth rate of 14.6%, which not only outpaces most in the sector but pairs beautifully with an enviable EBITDA growth rate of 32.2%.Dividend hunters, brace yourselves. STLA offers a staggering 7.16% yield. With analysts echoing a robust strong buy sentiment and hinting at a potential 25% price appreciation, Stellantis solidifies its stance as one of the compelling dividend stocks to buy for safety amid market volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792657387592,"gmtCreate":1695185382804,"gmtModify":1695185385828,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792657387592","repostId":"221579084910608","repostType":1,"repost":{"id":221579084910608,"gmtCreate":1695122932241,"gmtModify":1703730091271,"author":{"id":"3527667678950622","authorId":"3527667678950622","name":"Trend_Radar","avatar":"https://community-static.tradeup.com/news/731342fb346b158cb8d15a31d1ec16d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667678950622","authorIdStr":"3527667678950622"},"themes":[],"title":"🎁$V Nearing 52w High, A Good Celebration For Its 65th Anniversary","htmlText":"1. Dividend Stock <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> Show A Good Celebration For Its 65th Anniversary2.What May Drive <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s Price Higher？Strong Earnings: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> reported third quarter EPS of $2.16, $0.05 better than the analyst estimate of $2.11. Revenue for the quarter came in at $8.12B versus the consensus estimate of $8.06B.Valuation: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s current price-to-earnings ratio (TTM) is 29.68, lower than the industrial average data at 101.87.Target Price From Tiprank: Based on 21 Wall Street analysts offering 12 month price targets for <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> in the last 3 months. The average price target is $284.62 w","listText":"1. Dividend Stock <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> Show A Good Celebration For Its 65th Anniversary2.What May Drive <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s Price Higher？Strong Earnings: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> reported third quarter EPS of $2.16, $0.05 better than the analyst estimate of $2.11. Revenue for the quarter came in at $8.12B versus the consensus estimate of $8.06B.Valuation: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s current price-to-earnings ratio (TTM) is 29.68, lower than the industrial average data at 101.87.Target Price From Tiprank: Based on 21 Wall Street analysts offering 12 month price targets for <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> in the last 3 months. The average price target is $284.62 w","text":"1. Dividend Stock $Visa(V)$ Show A Good Celebration For Its 65th Anniversary2.What May Drive $Visa(V)$ ‘s Price Higher？Strong Earnings: $Visa(V)$ reported third quarter EPS of $2.16, $0.05 better than the analyst estimate of $2.11. Revenue for the quarter came in at $8.12B versus the consensus estimate of $8.06B.Valuation: $Visa(V)$ ‘s current price-to-earnings ratio (TTM) is 29.68, lower than the industrial average data at 101.87.Target Price From Tiprank: Based on 21 Wall Street analysts offering 12 month price targets for $Visa(V)$ in the last 3 months. The average price target is $284.62 w","images":[{"img":"https://community-static.tradeup.com/news/648d9b52b162c998e61ea6fd84407664","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/3b16e2125c24aec1349d828d9d2ff092","width":"582","height":"190"},{"img":"https://community-static.tradeup.com/news/fba0db623e31fe0396ed5ead508b382f","width":"497","height":"294"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221579084910608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792572162120,"gmtCreate":1695185361998,"gmtModify":1695185366711,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"What happened to Apple? Is this the end of an era?","listText":"What happened to Apple? Is this the end of an era?","text":"What happened to Apple? Is this the end of an era?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792572162120","repostId":"221244690509896","repostType":1,"repost":{"id":221244690509896,"gmtCreate":1695037837500,"gmtModify":1695038277475,"author":{"id":"4114848768002772","authorId":"4114848768002772","name":"ShenGuang","avatar":"https://community-static.tradeup.com/news/64825bedb4d401c1a1616d1f15c8a241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114848768002772","authorIdStr":"4114848768002772"},"themes":[],"title":"iPhone 15 Launch: \"So-So\" for Apple's Sales Outlook and Stock","htmlText":"On the 12th of September, Apple Inc ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> launched the iPhone 15 and its associated variants. While some media reports and die-hard Apple enthusiasts have been positive, it bears remembering that the smartphone market is a crowded space with significant global fragmentation and a myriad of varieties tailored for different budgets and utilization parameters. The contextualization of this device's release and what it could mean for the company's fortunes is in order. iPhone vs. Other Flagship Models Over the past few years, the company's iPhone family has seen two ascendant rivals: the Galaxy family by Samsung (<a href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a>) and the Pixel family by Google (","listText":"On the 12th of September, Apple Inc ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> launched the iPhone 15 and its associated variants. While some media reports and die-hard Apple enthusiasts have been positive, it bears remembering that the smartphone market is a crowded space with significant global fragmentation and a myriad of varieties tailored for different budgets and utilization parameters. The contextualization of this device's release and what it could mean for the company's fortunes is in order. iPhone vs. Other Flagship Models Over the past few years, the company's iPhone family has seen two ascendant rivals: the Galaxy family by Samsung (<a href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a>) and the Pixel family by Google (","text":"On the 12th of September, Apple Inc ( $Apple(AAPL)$ launched the iPhone 15 and its associated variants. While some media reports and die-hard Apple enthusiasts have been positive, it bears remembering that the smartphone market is a crowded space with significant global fragmentation and a myriad of varieties tailored for different budgets and utilization parameters. The contextualization of this device's release and what it could mean for the company's fortunes is in order. iPhone vs. Other Flagship Models Over the past few years, the company's iPhone family has seen two ascendant rivals: the Galaxy family by Samsung ($Samsung Electronics Co., Ltd.(SSNLF)$) and the Pixel family by Google (","images":[{"img":"https://community-static.tradeup.com/news/1269bf2442fb31b97c2b9b5cb690bee2","width":"907","height":"2826"},{"img":"https://community-static.tradeup.com/news/658fe1bcd84b8f4a6c9f2a575a57f5a4","width":"1413","height":"745"},{"img":"https://community-static.tradeup.com/news/21eac07b43a70141d77428ad4f65a8f3","width":"1367","height":"1128"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221244690509896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792135512120,"gmtCreate":1695185312403,"gmtModify":1695185316552,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792135512120","repostId":"221239987916808","repostType":1,"repost":{"id":221239987916808,"gmtCreate":1695040286087,"gmtModify":1695040302713,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Is this semiconductor pullback a buying opportunity?","htmlText":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> corrected 22.5%; <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> , the world's largest semiconductor equipment company, saw an 11% pullback; <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> pullbacked 23.6%;Chip contract manufacturing giant <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","listText":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> corrected 22.5%; <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> , the world's largest semiconductor equipment company, saw an 11% pullback; <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> pullbacked 23.6%;Chip contract manufacturing giant <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","text":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant $ASML Holding NV(ASML)$ corrected 22.5%; $Applied Materials(AMAT)$ , the world's largest semiconductor equipment company, saw an 11% pullback; $Advanced Micro Devices(AMD)$ pullbacked 23.6%;Chip contract manufacturing giant $Taiwan Semiconductor Manufacturing(TSM)$ back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","images":[{"img":"https://community-static.tradeup.com/news/91f239a8f8b9aa7d2adcff5095ad599c","width":"850","height":"207"},{"img":"https://community-static.tradeup.com/news/b625dd30367ffab49fec1c0c9d9d71ca","width":"874","height":"386"},{"img":"https://community-static.tradeup.com/news/c1ea06805432e89b31a943802605f4c8","width":"1158","height":"452"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221239987916808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792152068160,"gmtCreate":1695185251784,"gmtModify":1695189460360,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"AI- driven economy is well-positioned to grow in the coming future","listText":"AI- driven economy is well-positioned to grow in the coming future","text":"AI- driven economy is well-positioned to grow in the coming future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792152068160","repostId":"2368818804","repostType":2,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194784111587440,"gmtCreate":1688574835166,"gmtModify":1688575458654,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194784111587440","repostId":"194535799513248","repostType":1,"repost":{"id":194535799513248,"gmtCreate":1688532239232,"gmtModify":1688532787359,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Can NIO Meet 250,000 EVs Target By End 2023?","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp;has released its official EV deliveries for June 2023 and Q2 2023. For&nbsp;June 2023, it delivered&nbsp;10,707 EVs&nbsp;including the&nbsp;new models ES6, ET5 Touring and ES8. For&nbsp;Q2 2023, it delivered&nbsp;23,520 EVs&nbsp;in total. NIO's EV delivery 2020 - 2023 If you look carefully, June delivery is&nbsp;not&nbsp;NIO “best” output capacity. In&nbsp;Feb 2023, NIO delivered&nbsp;12,157 EVs, that is&nbsp;+13.54%&nbsp;more than June’s. Still rejoicing? Guessed not. Market however, seemed to have lap the “good” news. Just look at NIO’s&nbsp;Mon, 03 Jul 2023&nbsp;stock performance (see below). More importantly, Will NIO stock price continue to “recover” in July, 2023? Will NIO be able to meet its revised 2023 delivery goal","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp;has released its official EV deliveries for June 2023 and Q2 2023. For&nbsp;June 2023, it delivered&nbsp;10,707 EVs&nbsp;including the&nbsp;new models ES6, ET5 Touring and ES8. For&nbsp;Q2 2023, it delivered&nbsp;23,520 EVs&nbsp;in total. NIO's EV delivery 2020 - 2023 If you look carefully, June delivery is&nbsp;not&nbsp;NIO “best” output capacity. In&nbsp;Feb 2023, NIO delivered&nbsp;12,157 EVs, that is&nbsp;+13.54%&nbsp;more than June’s. Still rejoicing? Guessed not. Market however, seemed to have lap the “good” news. Just look at NIO’s&nbsp;Mon, 03 Jul 2023&nbsp;stock performance (see below). More importantly, Will NIO stock price continue to “recover” in July, 2023? Will NIO be able to meet its revised 2023 delivery goal","text":"$NIO Inc.(NIO)$ has released its official EV deliveries for June 2023 and Q2 2023. For June 2023, it delivered 10,707 EVs including the new models ES6, ET5 Touring and ES8. For Q2 2023, it delivered 23,520 EVs in total. NIO's EV delivery 2020 - 2023 If you look carefully, June delivery is not NIO “best” output capacity. In Feb 2023, NIO delivered 12,157 EVs, that is +13.54% more than June’s. Still rejoicing? Guessed not. Market however, seemed to have lap the “good” news. Just look at NIO’s Mon, 03 Jul 2023 stock performance (see below). More importantly, Will NIO stock price continue to “recover” in July, 2023? Will NIO be able to meet its revised 2023 delivery goal","images":[{"img":"https://community-static.tradeup.com/news/6dadb4eda9437dba3a6cc4a7f6b197f7","width":"1054","height":"222"},{"img":"https://community-static.tradeup.com/news/d5afb87207e94ace45531d43849c0dcd","width":"1109","height":"225"},{"img":"https://community-static.tradeup.com/news/53a81c90d82e57db697a7a5963294aa9","width":"1547","height":"378"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194535799513248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194784869421056,"gmtCreate":1688574822265,"gmtModify":1688575456063,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194784869421056","repostId":"194253002375264","repostType":1,"repost":{"id":194253002375264,"gmtCreate":1688466268018,"gmtModify":1701778440064,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"BTC: The Best-Performing Asset in H1! How to Invest With ETFs?","htmlText":"In the first half of the year, Bitcoin (BTC) emerged as the best-performing asset, experiencing a rise of over 80% to close above $30,000 on June 30. This performance outpaced other significant assets such as <a href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2308(GCmain)$</a> , <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> , and the Nikkei 225 index.<a href=\"https://ttm.financial/S/WGMI\">$Valkyrie Bitcoin Miners ETF(WGMI)$</a> <a href=\"https://ttm.financial/S/DAPP\">$VanEck Vectors Digital Transformation ETF(DAPP)$</a> <a href=\"https://ttm.financial/S/BKCH\">$AdvisorShares Sabretooth ETF(BKCH)$</a> <a href=\"https://ttm.financial/S/SATO\">$Invesco Alerian Galaxy Crypto Economy ETF(SATO)$</a> <a href=\"https://ttm.financial/S/BITQ\">$Bitwise Crypto Innovators ETF(BITQ)$</a>","listText":"In the first half of the year, Bitcoin (BTC) emerged as the best-performing asset, experiencing a rise of over 80% to close above $30,000 on June 30. This performance outpaced other significant assets such as <a href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2308(GCmain)$</a> , <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> , and the Nikkei 225 index.<a href=\"https://ttm.financial/S/WGMI\">$Valkyrie Bitcoin Miners ETF(WGMI)$</a> <a href=\"https://ttm.financial/S/DAPP\">$VanEck Vectors Digital Transformation ETF(DAPP)$</a> <a href=\"https://ttm.financial/S/BKCH\">$AdvisorShares Sabretooth ETF(BKCH)$</a> <a href=\"https://ttm.financial/S/SATO\">$Invesco Alerian Galaxy Crypto Economy ETF(SATO)$</a> <a href=\"https://ttm.financial/S/BITQ\">$Bitwise Crypto Innovators ETF(BITQ)$</a>","text":"In the first half of the year, Bitcoin (BTC) emerged as the best-performing asset, experiencing a rise of over 80% to close above $30,000 on June 30. This performance outpaced other significant assets such as $Gold - main 2308(GCmain)$ , $S&P 500(.SPX)$ , and the Nikkei 225 index.$Valkyrie Bitcoin Miners ETF(WGMI)$ $VanEck Vectors Digital Transformation ETF(DAPP)$ $AdvisorShares Sabretooth ETF(BKCH)$ $Invesco Alerian Galaxy Crypto Economy ETF(SATO)$ $Bitwise Crypto Innovators ETF(BITQ)$","images":[{"img":"https://community-static.tradeup.com/news/54656078a3aa2d3ad9cd6e2e82ce87b7","width":"1407","height":"1996"},{"img":"https://community-static.tradeup.com/news/25d5ec16ee1917b5a57ddd6539194459","width":"855","height":"648"},{"img":"https://community-static.tradeup.com/news/a4b4e728815f02fbb236cd6d90ca1fab","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194253002375264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194784014651504,"gmtCreate":1688574811500,"gmtModify":1688575453328,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194784014651504","repostId":"194275726209120","repostType":1,"repost":{"id":194275726209120,"gmtCreate":1688471815830,"gmtModify":1688471831891,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"The Trillion Club: Who Will Be the Next Giant to Join Apple?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> has achieved a groundbreaking milestone by becoming the first company in the world to reach a market valuation of over $3 trillion. With its relentless innovation and unwavering brand loyalty, Apple has cemented its position as a global tech giant. This remarkable achievement raises an intriguing question: Which company will be the next to join the exclusive $3 trillion club? A. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> One potential candidate is Tesla, the electric vehicle giant that has been at the forefront of the sustainable transportation revolution. Tesla previously achieved trillion-dollar status but lost it in recent years. However, with an impressive 83% surge in orders during the second quarter, Tesla","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> has achieved a groundbreaking milestone by becoming the first company in the world to reach a market valuation of over $3 trillion. With its relentless innovation and unwavering brand loyalty, Apple has cemented its position as a global tech giant. This remarkable achievement raises an intriguing question: Which company will be the next to join the exclusive $3 trillion club? A. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> One potential candidate is Tesla, the electric vehicle giant that has been at the forefront of the sustainable transportation revolution. Tesla previously achieved trillion-dollar status but lost it in recent years. However, with an impressive 83% surge in orders during the second quarter, Tesla","text":"$Apple(AAPL)$ has achieved a groundbreaking milestone by becoming the first company in the world to reach a market valuation of over $3 trillion. With its relentless innovation and unwavering brand loyalty, Apple has cemented its position as a global tech giant. This remarkable achievement raises an intriguing question: Which company will be the next to join the exclusive $3 trillion club? A. $Tesla Motors(TSLA)$ One potential candidate is Tesla, the electric vehicle giant that has been at the forefront of the sustainable transportation revolution. Tesla previously achieved trillion-dollar status but lost it in recent years. However, with an impressive 83% surge in orders during the second quarter, Tesla","images":[{"img":"https://community-static.tradeup.com/news/ffd0d64b9b5727d77a267dbbcd85d0b8","width":"1059","height":"593"},{"img":"https://community-static.tradeup.com/news/a7605dc15c595d7c59ea008611e3d27c","width":"960","height":"745"},{"img":"https://community-static.tradeup.com/news/c5f3233c8364d75db6073ca3a66aacc6","width":"1672","height":"905"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194275726209120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":324288807161928,"gmtCreate":1720201139142,"gmtModify":1720201142868,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324288807161928","repostId":"2445759312","repostType":2,"repost":{"id":"2445759312","kind":"highlight","pubTimestamp":1718970342,"share":"https://ttm.financial/m/news/2445759312?lang=&edition=fundamental","pubTime":"2024-06-21 19:45","market":"fut","language":"en","title":"ACM Research: A Compelling Opportunity In The Booming Semiconductor Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=2445759312","media":"seekingalpha","summary":"ACM Research is overlooked in the semiconductor space, in my opinion, despite operating in an integral part of the semiconductor supply chain.The wafer cleaning equipment market is forecasted to grow ","content":"<html><body><ul><li>ACM Research is overlooked in the semiconductor space, in my opinion, despite operating in an integral part of the semiconductor supply chain.</li><li>The wafer cleaning equipment market is forecasted to grow rapidly in the coming years due to growing chip demand.</li><li>I expect ACM Research’s focus on advanced wet processing equipment will allow it to grow its market share in the coming years and reach its target of $1 billion in annual sales in 2026.</li><li>ACM Research’s forecasted topline growth and economies of scale will expand its EBIT margin, in my opinion.</li><li>My price target for ACM Research stock is $149 by 2028, representing 548% upside from the current valuation.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1025px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>shih-wei</p></figcaption></figure></p> <p>Although its stock is up nearly 96% YTD, ACM Research, Inc. (<span>NASDAQ:ACMR</span>) remains an overlooked and undervalued investment in the semiconductor industry, in my view. I believe that is the case due to the company’s impressive topline growth as<span> its revenues climbed 105% YoY in Q1, and management expects full year revenues to grow 23.2% YoY at the midpoint of the guidance. This rapid growth is mainly due to ACM Research offering wafer cleaning equipment. This process in semiconductor manufacturing is integral due to its positive impact on chip yield and performance.</span></p> <p>With the semiconductor industry on track to rebound this year due to forecasted growth in smartphone and PC shipments, I believe ACM Research is well-positioned to continue its rapid topline growth. This is due to potential high demand for its equipment, as chip manufacturers will have to increase their<span> production to meet demand. Additionally, nearly all of the company’s operations are in the world’s largest semiconductor market, China, where it has some of the nation’s largest foundries as customers.</span></p> <p>Despite these favorable tailwinds, ACM Research is trading at a discount compared to other semiconductor equipment manufacturers, even though it has a strong balance sheet and its topline is growing at a more rapid pace. It is for this reason that I’m rating ACM Research as a buy with a price target of $149 by 2028, implying 548% upside from current levels.</p> <h2>Business Overview</h2> <p>ACM Research operates in an overlooked part of the semiconductor supply chain, as it sells wafer cleaning and wet processing equipment to semiconductor manufacturers. As a part of the semiconductor manufacturing process, silicon discs need to be cleaned and prepped for the following stages. This process requires highly specialized and advanced equipment to help eliminate contaminants. It is for this reason that the company is growing rapidly, since it benefits from increased semiconductor manufacturing.</p> <p>While ACM Research is based in the US, almost all of its revenues are derived from China where it has an impressive base of front-end and back-end customers including China’s largest foundry SMIC, and China’s largest bumping house, JCAP.</p> <p><figure contenteditable=\"false\"><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/21/saupload_a028fec4c5faad5f52bfc83af3060b0e_thumb1.png\"/></span><figcaption><p><span>Q1 Investor Presentation</span></p></figcaption></figure></p> <p>With such an impressive customer base, ACM Research’s revenues have been growing rapidly, as in Q1, it reported a 105% YoY revenue growth to $152.2 million, and a 144% increase in net income to $17.4 million. For the full year, the company is guiding for revenues between $650 and $725 million, implying 23.2% YoY growth at the midpoint. ACM Research also has a long-term target of reaching $1 billion in annual revenues, which I expect it to achieve in 2026 as I’ll show later in the article.</p> <h2>Industry Tailwinds</h2> <p>The core of my bullish thesis on ACM Research is the anticipated growth in the global wafer cleaning equipment market, which Research and Markets forecast to reach $16.5 billion by 2028, growing at a CAGR of 10.4% from 2023 to 2028. This growth is mainly due to the significance of wafer cleaning in semiconductor manufacturing.</p> <p>Wet processing is an integral stage in chip production as it involves cleaning, etching, and rinsing silicon wafers by removing residual particles and other contaminants from the wafer surface. This process has a positive impact on chip yield and performance, as precise cleaning and etching minimize defects and ensure consistent electrical characteristics across transistors, leading to reliable and efficient chips. Therefore, advanced wet processing equipment is essential in enabling the production of high-performance semiconductors.</p> <p>In light of this, ACM Research stands to substantially benefit from the growing demand for semiconductors. Such growing demand is fueled by several factors that can be summarized as follows.</p> <ul> <li><p>Rising demand for electronics, most notably IoT devices, that heavily rely on semiconductors for data processing and communication.</p></li> <li><p>Deployment of 5G networks that require advanced semiconductors to handle the increased data speeds and bandwidth requirements.</p></li> <li><p>Growing demand for AI and ML applications, creating demand for powerful and efficient semiconductors that can handle complex computations.</p></li> <li><p>Increasing adoption of EVs and development of autonomous driving programs which require a substantial number of specialized chips for tasks like motor control, battery management, and ADAS.</p></li> </ul> <p>Considering these industry tailwinds, I believe ACM Research’s stands to benefit greatly from the semiconductor industry’s growth due to its high exposure to the Chinese market. According to market research firm, IMARC Group, the Chinese semiconductor market size reached $200.5 billion in 2023 and is forecasted to reach $506.8 billion by 2032, growing at a CAGR of 11.18%. As is, China is the world’s largest semiconductor market, representing 31.4% of total worldwide sales, according to a Citigroup (C) report.</p> <p>Another factor that will definitely impact the semiconductor industry’s growth is the anticipated industry rebound this year. The semiconductor industry is notorious for its cyclical nature, with periods of high demand followed by periods of low demand. According to Deloitte’s 2024 Semiconductor Industry Outlook, the industry struggled in 2023 with sales down 9.4% compared to 2022. This decline was mainly driven by a 31% YoY drop in memory sales, a segment that represents 23% of the total chip market.</p> <p>However, Deloitte predicts an industry rebound due to the rising demand for generative AI. The industry will also benefit from the forecasted 4% growth in PC and smartphone sales, which declined YoY in 2023 by 14% and 3.5%, respectively.</p> <p>Early data regarding global smartphone and PC shipments further support this forecast. In Q1, smartphone shipments have seen a 10% YoY, per data from Canalys Research, which is a promising sign for the industry’s growth. A factor contributing to this growth is the introduction of Galaxy AI which marks an industry shift towards AI-driven innovation.</p> <p>PC shipments also had a healthy start to 2024 as another report by Canalys Research showed that PC shipments in Q1 grew by 3% YoY. The report expects PC shipments to accelerate throughout the year due to the Windows 11 refresh cycle and the release of AI PCs. Microsoft’s (MSFT) recent launch of the first AI PC, Copilot+, on June 18 further supports this forecast as the tech giant expects 50 million laptops to be sold under the Copilot+ branding in the 12 months following the launch.</p> <p>In my opinion, all of these factors will lead semiconductor manufacturers to increase their shipments to keep up with demand. Accordingly, these manufacturers’ demand for wafer cleaning equipment will increase as a result of the critical nature of the wafer cleaning process in chip manufacturing, which bodes well for ACM Research’s growth prospects.</p> <h2>Revenue Projections</h2> <p>Given that ACM Research generated $557.7 million in revenues in 2023, the aforementioned Research and Markets forecast for the global wafer cleaning equipment market implies that the company had a 5.52% market share. Meanwhile, the midpoint of the company’s revenue guidance for FY 2024 implies that management expects its market share to grow by 12% to reach 6.17%.</p> <p>Based on these figures, I’m assuming ACM Research will witness another 12% increase in market share in FY 2025 to reach 6.91%. I expect this market share growth to decelerate to 11% in 2026 and 2027, and 10% in 2028. The reason why I’m assuming ACM Research’s market share growth to decelerate is competition from other players, mainly Chinese companies such as NAURA Technology Group which is developing advanced wet processing equipment.</p> <p>Accordingly, my revenue forecast for ACM Research until 2028 can be found in the following table.</p> <span><span><span></span><table> <colgroup> <col/> <col/> <col/> <col/> <col/> <col/> </colgroup> <tr> <td><p>Year</p></td> <td><p>Market Size</p></td> <td><p>Revenue</p></td> <td><p>Market Share</p></td> <td><p>Market Share Growth</p></td> <td><p>Revenue Growth</p></td> </tr> <tr> <td><p>2023</p></td> <td><p>$10,100,000,000</p></td> <td><p>$557,723,000</p></td> <td><p>5.52%</p></td> <td> </td> <td> </td> </tr> <tr> <td><p>2024</p></td> <td><p>$11,150,000,000</p></td> <td><p>$687,500,000</p></td> <td><p>6.17%</p></td> <td><p>12%</p></td> <td><p>23.3%</p></td> </tr> <tr> <td><p>2025</p></td> <td><p>$12,300,000,000</p></td> <td><p>$849,417,040</p></td> <td><p>6.91%</p></td> <td><p>12%</p></td> <td><p>23.6%</p></td> </tr> <tr> <td><p>2026</p></td> <td><p>$13,600,000,000</p></td> <td><p>$1,042,504,036</p></td> <td><p>7.67%</p></td> <td><p>11%</p></td> <td><p>22.7%</p></td> </tr> <tr> <td><p>2027</p></td> <td><p>$15,000,000,000</p></td> <td><p>$1,276,300,897</p></td> <td><p>8.51%</p></td> <td><p>11%</p></td> <td><p>22.4%</p></td> </tr> <tr> <td><p>2028</p></td> <td><p>$16,500,000,000</p></td> <td><p>$1,544,324,085</p></td> <td><p>9.36%</p></td> <td><p>10%</p></td> <td><p>21.0%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>According to my forecast, ACM Research would reach its milestone of $1 billion in annual sales in 2026 while maintaining a revenue growth rate of more than 20% until 2028 at least.</p> <h2>Valuation</h2> <p>Given ACM Research’s remarkable growth potential, I believe its shares are severely undervalued at its current share price of $23.02. At this valuation, the company has an EV of $1.27 billion, considering its cash balance of $211.3 million, short-term time deposits of $48.4 million, and short-term investments of $18.6 million.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/21/saupload_1305171086352546d4fe257287d34b04.png\"/> </picture><figcaption><p><span>10-Q Filing</span></p></figcaption></figure></p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Market Cap</p></td> <td><p>$1,427,437,696</p></td> </tr> <tr> <td><p>Cash</p></td> <td><p>$278,317,000</p></td> </tr> <tr> <td><p>Debt</p></td> <td><p>$118,043,000</p></td> </tr> <tr> <td><p>EV</p></td> <td><p>$1,267,163,696</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In the Q1 earnings call, management shared that they expect full year gross margin to be in the high end of the previously shared guidance range between 40% to 45% due to Q1 gross margin exceeding this range at 52.5%. At the same time, management shared that they expect R&amp;D costs to represent 13-15% of revenue, sales and marketing between 7-8% of revenue, and G&amp;A between 5-6% of revenue.</p> <p>Assuming a 44% gross margin for the full year, as well as the midpoint of management’s guidance for operating costs, ACM Research would report operating income of $116.9 million, leading to a 17% EBIT margin.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Revenue</p></td> <td><p>$687,500,000</p></td> </tr> <tr> <td><p>Gross Margin</p></td> <td><p>44%</p></td> </tr> <tr> <td><p>Gross Profit</p></td> <td><p>$302,500,000</p></td> </tr> <tr> <td><p>R&amp;D</p></td> <td><p>$96,250,000</p></td> </tr> <tr> <td><p>S&amp;M</p></td> <td><p>$51,562,500</p></td> </tr> <tr> <td><p>G&amp;A</p></td> <td><p>$37,812,500</p></td> </tr> <tr> <td><p>OpEx</p></td> <td><p>$185,625,000</p></td> </tr> <tr> <td><p>EBIT</p></td> <td><p>$116,875,000</p></td> </tr> <tr> <td><p>EBIT Margin</p></td> <td><p>17%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>For the following years, I expect ACM Research’s EBIT margin to expand due to my forecasted revenue growth and the economies of scale associated with market share growth as I expect. As such, my model assumes an EBIT margin of 18% in FY 2025, 20% in FY 2026 and 2027, and 22% in FY 2028.</p> <p>According to my assumptions, ACM Research would be trading at the following EV/EBIT multiples.</p> <span><span><span></span><table> <colgroup> <col/> <col/> <col/> <col/> <col/> </colgroup> <tr> <td><p>Year</p></td> <td><p>Revenue</p></td> <td><p>EBIT Margin</p></td> <td><p>EBIT</p></td> <td><p>EV/EBIT</p></td> </tr> <tr> <td><p>2024</p></td> <td><p>$687,500,000</p></td> <td><p>17%</p></td> <td><p>$116,875,000</p></td> <td><p>10.84</p></td> </tr> <tr> <td><p>2025</p></td> <td><p>$849,417,040</p></td> <td><p>18%</p></td> <td><p>$152,895,067</p></td> <td><p>8.29</p></td> </tr> <tr> <td><p>2026</p></td> <td><p>$1,042,504,036</p></td> <td><p>20%</p></td> <td><p>$208,500,807</p></td> <td><p>6.08</p></td> </tr> <tr> <td><p>2027</p></td> <td><p>$1,276,300,897</p></td> <td><p>20%</p></td> <td><p>$255,260,179</p></td> <td><p>4.96</p></td> </tr> <tr> <td><p>2028</p></td> <td><p>$1,544,324,085</p></td> <td><p>22%</p></td> <td><p>$339,751,299</p></td> <td><p>3.73</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In comparison, other companies that provide equipment required in the manufacturing of semiconductors such as Axcelis Technologies (ACLS), Applied Materials (AMAT), Lam Research (LRCX), and KLA Corporation (KLAC) trade at the following EV/EBIT multiples.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Company</p></td> <td><p>EV/EBIT</p></td> </tr> <tr> <td><p>ACLS</p></td> <td><p>18.12</p></td> </tr> <tr> <td><p>AMAT</p></td> <td><p>26.16</p></td> </tr> <tr> <td><p>LRCX</p></td> <td><p>31.90</p></td> </tr> <tr> <td><p>KLAC</p></td> <td><p>30.88</p></td> </tr> <tr> <td><p>Average</p></td> <td><p>26.77</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>By applying the average EV/EBIT multiple of these companies to ACM Research, my price targets for the stock until 2028 are as follows.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/21/saupload_ecc86eca7946b4d82d177b45f4436cd3.png\"/> </picture><figcaption><p><span>Own Calculations</span></p></figcaption></figure></p> <p>Please note that I used EV/EBIT to reach my price targets due to the high capital expenditure required in the semiconductor industry, which is reflected in higher depreciation expenses.</p> <h2>Risks</h2> <p>The main risk to my bullish thesis on ACM Research is the company’s heavy reliance on China. Considering the geopolitical tensions between the US and China, the company’s revenue base could be severely impacted if the Chinese government releases regulations limiting US companies’ access to the Chinese semiconductor market.</p> <p>As is, China is already pushing for domestic chip equipment production which is already being applied to less advanced 55-nanometer and 40-nanometer chip production processes but will eventually move into 28-nanometer and beyond. These regulations could see domestic chip equipment manufacturers such as NAURA threaten ACM Research’s market share in China, which could dampen the company’s revenue growth prospects.</p> <h2>Conclusion</h2> <p>In conclusion, I’m bullish on ACM Research’s growth potential due to its focus on the integral wafer cleaning equipment segment of the semiconductor industry. Through this focus, the company stands to benefit greatly from the expected high demand for semiconductors due to the forecasted rebound in PC and smartphone shipments arising from the increasing demand for generative AI applications as chip manufacturers would have to increase their production to meet demand.</p> <div></div> <p>Since almost all of ACM Research’s revenues are derived from China, the world’s largest semiconductor market, and having some of the nation’s largest foundries as customers, I expect it to gain market share in the coming years, potentially allowing it to reach its target of $1 billion in annual sales in 2026. In light of these factors, and the stock’s low valuation metrics compared to industry peers, I’m rating ACM Research as a buy with a price target of $149 by 2028, implying 548% upside from the current valuation.</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>ACM Research: A Compelling Opportunity In The Booming Semiconductor Industry</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nACM Research: A Compelling Opportunity In The Booming Semiconductor Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4700333-acm-research-a-compelling-opportunity-in-the-booming-semiconductor-industry><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ACM Research is overlooked in the semiconductor space, in my opinion, despite operating in an integral part of the semiconductor supply chain.The wafer cleaning equipment market is forecasted to grow ...</p>\n\n<a href=\"https://seekingalpha.com/article/4700333-acm-research-a-compelling-opportunity-in-the-booming-semiconductor-industry\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1438543782/image_1438543782.jpg","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","ACMR":"Acm Research Inc.","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4566":"资本集团","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4525":"远程办公概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A 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SGD-H"},"source_url":"https://seekingalpha.com/article/4700333-acm-research-a-compelling-opportunity-in-the-booming-semiconductor-industry","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2445759312","content_text":"ACM Research is overlooked in the semiconductor space, in my opinion, despite operating in an integral part of the semiconductor supply chain.The wafer cleaning equipment market is forecasted to grow rapidly in the coming years due to growing chip demand.I expect ACM Research’s focus on advanced wet processing equipment will allow it to grow its market share in the coming years and reach its target of $1 billion in annual sales in 2026.ACM Research’s forecasted topline growth and economies of scale will expand its EBIT margin, in my opinion.My price target for ACM Research stock is $149 by 2028, representing 548% upside from the current valuation.   shih-wei Although its stock is up nearly 96% YTD, ACM Research, Inc. (NASDAQ:ACMR) remains an overlooked and undervalued investment in the semiconductor industry, in my view. I believe that is the case due to the company’s impressive topline growth as its revenues climbed 105% YoY in Q1, and management expects full year revenues to grow 23.2% YoY at the midpoint of the guidance. This rapid growth is mainly due to ACM Research offering wafer cleaning equipment. This process in semiconductor manufacturing is integral due to its positive impact on chip yield and performance. With the semiconductor industry on track to rebound this year due to forecasted growth in smartphone and PC shipments, I believe ACM Research is well-positioned to continue its rapid topline growth. This is due to potential high demand for its equipment, as chip manufacturers will have to increase their production to meet demand. Additionally, nearly all of the company’s operations are in the world’s largest semiconductor market, China, where it has some of the nation’s largest foundries as customers. Despite these favorable tailwinds, ACM Research is trading at a discount compared to other semiconductor equipment manufacturers, even though it has a strong balance sheet and its topline is growing at a more rapid pace. It is for this reason that I’m rating ACM Research as a buy with a price target of $149 by 2028, implying 548% upside from current levels. Business Overview ACM Research operates in an overlooked part of the semiconductor supply chain, as it sells wafer cleaning and wet processing equipment to semiconductor manufacturers. As a part of the semiconductor manufacturing process, silicon discs need to be cleaned and prepped for the following stages. This process requires highly specialized and advanced equipment to help eliminate contaminants. It is for this reason that the company is growing rapidly, since it benefits from increased semiconductor manufacturing. While ACM Research is based in the US, almost all of its revenues are derived from China where it has an impressive base of front-end and back-end customers including China’s largest foundry SMIC, and China’s largest bumping house, JCAP. Q1 Investor Presentation With such an impressive customer base, ACM Research’s revenues have been growing rapidly, as in Q1, it reported a 105% YoY revenue growth to $152.2 million, and a 144% increase in net income to $17.4 million. For the full year, the company is guiding for revenues between $650 and $725 million, implying 23.2% YoY growth at the midpoint. ACM Research also has a long-term target of reaching $1 billion in annual revenues, which I expect it to achieve in 2026 as I’ll show later in the article. Industry Tailwinds The core of my bullish thesis on ACM Research is the anticipated growth in the global wafer cleaning equipment market, which Research and Markets forecast to reach $16.5 billion by 2028, growing at a CAGR of 10.4% from 2023 to 2028. This growth is mainly due to the significance of wafer cleaning in semiconductor manufacturing. Wet processing is an integral stage in chip production as it involves cleaning, etching, and rinsing silicon wafers by removing residual particles and other contaminants from the wafer surface. This process has a positive impact on chip yield and performance, as precise cleaning and etching minimize defects and ensure consistent electrical characteristics across transistors, leading to reliable and efficient chips. Therefore, advanced wet processing equipment is essential in enabling the production of high-performance semiconductors. In light of this, ACM Research stands to substantially benefit from the growing demand for semiconductors. Such growing demand is fueled by several factors that can be summarized as follows.  Rising demand for electronics, most notably IoT devices, that heavily rely on semiconductors for data processing and communication. Deployment of 5G networks that require advanced semiconductors to handle the increased data speeds and bandwidth requirements. Growing demand for AI and ML applications, creating demand for powerful and efficient semiconductors that can handle complex computations. Increasing adoption of EVs and development of autonomous driving programs which require a substantial number of specialized chips for tasks like motor control, battery management, and ADAS.  Considering these industry tailwinds, I believe ACM Research’s stands to benefit greatly from the semiconductor industry’s growth due to its high exposure to the Chinese market. According to market research firm, IMARC Group, the Chinese semiconductor market size reached $200.5 billion in 2023 and is forecasted to reach $506.8 billion by 2032, growing at a CAGR of 11.18%. As is, China is the world’s largest semiconductor market, representing 31.4% of total worldwide sales, according to a Citigroup (C) report. Another factor that will definitely impact the semiconductor industry’s growth is the anticipated industry rebound this year. The semiconductor industry is notorious for its cyclical nature, with periods of high demand followed by periods of low demand. According to Deloitte’s 2024 Semiconductor Industry Outlook, the industry struggled in 2023 with sales down 9.4% compared to 2022. This decline was mainly driven by a 31% YoY drop in memory sales, a segment that represents 23% of the total chip market. However, Deloitte predicts an industry rebound due to the rising demand for generative AI. The industry will also benefit from the forecasted 4% growth in PC and smartphone sales, which declined YoY in 2023 by 14% and 3.5%, respectively. Early data regarding global smartphone and PC shipments further support this forecast. In Q1, smartphone shipments have seen a 10% YoY, per data from Canalys Research, which is a promising sign for the industry’s growth. A factor contributing to this growth is the introduction of Galaxy AI which marks an industry shift towards AI-driven innovation. PC shipments also had a healthy start to 2024 as another report by Canalys Research showed that PC shipments in Q1 grew by 3% YoY. The report expects PC shipments to accelerate throughout the year due to the Windows 11 refresh cycle and the release of AI PCs. Microsoft’s (MSFT) recent launch of the first AI PC, Copilot+, on June 18 further supports this forecast as the tech giant expects 50 million laptops to be sold under the Copilot+ branding in the 12 months following the launch. In my opinion, all of these factors will lead semiconductor manufacturers to increase their shipments to keep up with demand. Accordingly, these manufacturers’ demand for wafer cleaning equipment will increase as a result of the critical nature of the wafer cleaning process in chip manufacturing, which bodes well for ACM Research’s growth prospects. Revenue Projections Given that ACM Research generated $557.7 million in revenues in 2023, the aforementioned Research and Markets forecast for the global wafer cleaning equipment market implies that the company had a 5.52% market share. Meanwhile, the midpoint of the company’s revenue guidance for FY 2024 implies that management expects its market share to grow by 12% to reach 6.17%. Based on these figures, I’m assuming ACM Research will witness another 12% increase in market share in FY 2025 to reach 6.91%. I expect this market share growth to decelerate to 11% in 2026 and 2027, and 10% in 2028. The reason why I’m assuming ACM Research’s market share growth to decelerate is competition from other players, mainly Chinese companies such as NAURA Technology Group which is developing advanced wet processing equipment. Accordingly, my revenue forecast for ACM Research until 2028 can be found in the following table.           Year Market Size Revenue Market Share Market Share Growth Revenue Growth   2023 $10,100,000,000 $557,723,000 5.52%       2024 $11,150,000,000 $687,500,000 6.17% 12% 23.3%   2025 $12,300,000,000 $849,417,040 6.91% 12% 23.6%   2026 $13,600,000,000 $1,042,504,036 7.67% 11% 22.7%   2027 $15,000,000,000 $1,276,300,897 8.51% 11% 22.4%   2028 $16,500,000,000 $1,544,324,085 9.36% 10% 21.0%   Click to enlarge According to my forecast, ACM Research would reach its milestone of $1 billion in annual sales in 2026 while maintaining a revenue growth rate of more than 20% until 2028 at least. Valuation Given ACM Research’s remarkable growth potential, I believe its shares are severely undervalued at its current share price of $23.02. At this valuation, the company has an EV of $1.27 billion, considering its cash balance of $211.3 million, short-term time deposits of $48.4 million, and short-term investments of $18.6 million.   10-Q Filing       Market Cap $1,427,437,696   Cash $278,317,000   Debt $118,043,000   EV $1,267,163,696   Click to enlarge In the Q1 earnings call, management shared that they expect full year gross margin to be in the high end of the previously shared guidance range between 40% to 45% due to Q1 gross margin exceeding this range at 52.5%. At the same time, management shared that they expect R&D costs to represent 13-15% of revenue, sales and marketing between 7-8% of revenue, and G&A between 5-6% of revenue. Assuming a 44% gross margin for the full year, as well as the midpoint of management’s guidance for operating costs, ACM Research would report operating income of $116.9 million, leading to a 17% EBIT margin.       Revenue $687,500,000   Gross Margin 44%   Gross Profit $302,500,000   R&D $96,250,000   S&M $51,562,500   G&A $37,812,500   OpEx $185,625,000   EBIT $116,875,000   EBIT Margin 17%   Click to enlarge For the following years, I expect ACM Research’s EBIT margin to expand due to my forecasted revenue growth and the economies of scale associated with market share growth as I expect. As such, my model assumes an EBIT margin of 18% in FY 2025, 20% in FY 2026 and 2027, and 22% in FY 2028. According to my assumptions, ACM Research would be trading at the following EV/EBIT multiples.          Year Revenue EBIT Margin EBIT EV/EBIT   2024 $687,500,000 17% $116,875,000 10.84   2025 $849,417,040 18% $152,895,067 8.29   2026 $1,042,504,036 20% $208,500,807 6.08   2027 $1,276,300,897 20% $255,260,179 4.96   2028 $1,544,324,085 22% $339,751,299 3.73   Click to enlarge In comparison, other companies that provide equipment required in the manufacturing of semiconductors such as Axcelis Technologies (ACLS), Applied Materials (AMAT), Lam Research (LRCX), and KLA Corporation (KLAC) trade at the following EV/EBIT multiples.       Company EV/EBIT   ACLS 18.12   AMAT 26.16   LRCX 31.90   KLAC 30.88   Average 26.77   Click to enlarge By applying the average EV/EBIT multiple of these companies to ACM Research, my price targets for the stock until 2028 are as follows.   Own Calculations Please note that I used EV/EBIT to reach my price targets due to the high capital expenditure required in the semiconductor industry, which is reflected in higher depreciation expenses. Risks The main risk to my bullish thesis on ACM Research is the company’s heavy reliance on China. Considering the geopolitical tensions between the US and China, the company’s revenue base could be severely impacted if the Chinese government releases regulations limiting US companies’ access to the Chinese semiconductor market. As is, China is already pushing for domestic chip equipment production which is already being applied to less advanced 55-nanometer and 40-nanometer chip production processes but will eventually move into 28-nanometer and beyond. These regulations could see domestic chip equipment manufacturers such as NAURA threaten ACM Research’s market share in China, which could dampen the company’s revenue growth prospects. Conclusion In conclusion, I’m bullish on ACM Research’s growth potential due to its focus on the integral wafer cleaning equipment segment of the semiconductor industry. Through this focus, the company stands to benefit greatly from the expected high demand for semiconductors due to the forecasted rebound in PC and smartphone shipments arising from the increasing demand for generative AI applications as chip manufacturers would have to increase their production to meet demand.  Since almost all of ACM Research’s revenues are derived from China, the world’s largest semiconductor market, and having some of the nation’s largest foundries as customers, I expect it to gain market share in the coming years, potentially allowing it to reach its target of $1 billion in annual sales in 2026. In light of these factors, and the stock’s low valuation metrics compared to industry peers, I’m rating ACM Research as a buy with a price target of $149 by 2028, implying 548% upside from the current valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221825655021608,"gmtCreate":1695193305653,"gmtModify":1695193309698,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221825655021608","repostId":"2368185317","repostType":2,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792657387592,"gmtCreate":1695185382804,"gmtModify":1695185385828,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792657387592","repostId":"221579084910608","repostType":1,"repost":{"id":221579084910608,"gmtCreate":1695122932241,"gmtModify":1703730091271,"author":{"id":"3527667678950622","authorId":"3527667678950622","name":"Trend_Radar","avatar":"https://community-static.tradeup.com/news/731342fb346b158cb8d15a31d1ec16d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667678950622","authorIdStr":"3527667678950622"},"themes":[],"title":"🎁$V Nearing 52w High, A Good Celebration For Its 65th Anniversary","htmlText":"1. Dividend Stock <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> Show A Good Celebration For Its 65th Anniversary2.What May Drive <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s Price Higher？Strong Earnings: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> reported third quarter EPS of $2.16, $0.05 better than the analyst estimate of $2.11. Revenue for the quarter came in at $8.12B versus the consensus estimate of $8.06B.Valuation: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s current price-to-earnings ratio (TTM) is 29.68, lower than the industrial average data at 101.87.Target Price From Tiprank: Based on 21 Wall Street analysts offering 12 month price targets for <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> in the last 3 months. The average price target is $284.62 w","listText":"1. Dividend Stock <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> Show A Good Celebration For Its 65th Anniversary2.What May Drive <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s Price Higher？Strong Earnings: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> reported third quarter EPS of $2.16, $0.05 better than the analyst estimate of $2.11. Revenue for the quarter came in at $8.12B versus the consensus estimate of $8.06B.Valuation: <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> ‘s current price-to-earnings ratio (TTM) is 29.68, lower than the industrial average data at 101.87.Target Price From Tiprank: Based on 21 Wall Street analysts offering 12 month price targets for <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> in the last 3 months. The average price target is $284.62 w","text":"1. Dividend Stock $Visa(V)$ Show A Good Celebration For Its 65th Anniversary2.What May Drive $Visa(V)$ ‘s Price Higher？Strong Earnings: $Visa(V)$ reported third quarter EPS of $2.16, $0.05 better than the analyst estimate of $2.11. Revenue for the quarter came in at $8.12B versus the consensus estimate of $8.06B.Valuation: $Visa(V)$ ‘s current price-to-earnings ratio (TTM) is 29.68, lower than the industrial average data at 101.87.Target Price From Tiprank: Based on 21 Wall Street analysts offering 12 month price targets for $Visa(V)$ in the last 3 months. The average price target is $284.62 w","images":[{"img":"https://community-static.tradeup.com/news/648d9b52b162c998e61ea6fd84407664","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/3b16e2125c24aec1349d828d9d2ff092","width":"582","height":"190"},{"img":"https://community-static.tradeup.com/news/fba0db623e31fe0396ed5ead508b382f","width":"497","height":"294"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221579084910608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792572162120,"gmtCreate":1695185361998,"gmtModify":1695185366711,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"What happened to Apple? Is this the end of an era?","listText":"What happened to Apple? Is this the end of an era?","text":"What happened to Apple? Is this the end of an era?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792572162120","repostId":"221244690509896","repostType":1,"repost":{"id":221244690509896,"gmtCreate":1695037837500,"gmtModify":1695038277475,"author":{"id":"4114848768002772","authorId":"4114848768002772","name":"ShenGuang","avatar":"https://community-static.tradeup.com/news/64825bedb4d401c1a1616d1f15c8a241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114848768002772","authorIdStr":"4114848768002772"},"themes":[],"title":"iPhone 15 Launch: \"So-So\" for Apple's Sales Outlook and Stock","htmlText":"On the 12th of September, Apple Inc ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> launched the iPhone 15 and its associated variants. While some media reports and die-hard Apple enthusiasts have been positive, it bears remembering that the smartphone market is a crowded space with significant global fragmentation and a myriad of varieties tailored for different budgets and utilization parameters. The contextualization of this device's release and what it could mean for the company's fortunes is in order. iPhone vs. Other Flagship Models Over the past few years, the company's iPhone family has seen two ascendant rivals: the Galaxy family by Samsung (<a href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a>) and the Pixel family by Google (","listText":"On the 12th of September, Apple Inc ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> launched the iPhone 15 and its associated variants. While some media reports and die-hard Apple enthusiasts have been positive, it bears remembering that the smartphone market is a crowded space with significant global fragmentation and a myriad of varieties tailored for different budgets and utilization parameters. The contextualization of this device's release and what it could mean for the company's fortunes is in order. iPhone vs. Other Flagship Models Over the past few years, the company's iPhone family has seen two ascendant rivals: the Galaxy family by Samsung (<a href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a>) and the Pixel family by Google (","text":"On the 12th of September, Apple Inc ( $Apple(AAPL)$ launched the iPhone 15 and its associated variants. While some media reports and die-hard Apple enthusiasts have been positive, it bears remembering that the smartphone market is a crowded space with significant global fragmentation and a myriad of varieties tailored for different budgets and utilization parameters. The contextualization of this device's release and what it could mean for the company's fortunes is in order. iPhone vs. Other Flagship Models Over the past few years, the company's iPhone family has seen two ascendant rivals: the Galaxy family by Samsung ($Samsung Electronics Co., Ltd.(SSNLF)$) and the Pixel family by Google (","images":[{"img":"https://community-static.tradeup.com/news/1269bf2442fb31b97c2b9b5cb690bee2","width":"907","height":"2826"},{"img":"https://community-static.tradeup.com/news/658fe1bcd84b8f4a6c9f2a575a57f5a4","width":"1413","height":"745"},{"img":"https://community-static.tradeup.com/news/21eac07b43a70141d77428ad4f65a8f3","width":"1367","height":"1128"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221244690509896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792135512120,"gmtCreate":1695185312403,"gmtModify":1695185316552,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792135512120","repostId":"221239987916808","repostType":1,"repost":{"id":221239987916808,"gmtCreate":1695040286087,"gmtModify":1695040302713,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Is this semiconductor pullback a buying opportunity?","htmlText":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> corrected 22.5%; <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> , the world's largest semiconductor equipment company, saw an 11% pullback; <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> pullbacked 23.6%;Chip contract manufacturing giant <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","listText":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> corrected 22.5%; <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> , the world's largest semiconductor equipment company, saw an 11% pullback; <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> pullbacked 23.6%;Chip contract manufacturing giant <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","text":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant $ASML Holding NV(ASML)$ corrected 22.5%; $Applied Materials(AMAT)$ , the world's largest semiconductor equipment company, saw an 11% pullback; $Advanced Micro Devices(AMD)$ pullbacked 23.6%;Chip contract manufacturing giant $Taiwan Semiconductor Manufacturing(TSM)$ back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","images":[{"img":"https://community-static.tradeup.com/news/91f239a8f8b9aa7d2adcff5095ad599c","width":"850","height":"207"},{"img":"https://community-static.tradeup.com/news/b625dd30367ffab49fec1c0c9d9d71ca","width":"874","height":"386"},{"img":"https://community-static.tradeup.com/news/c1ea06805432e89b31a943802605f4c8","width":"1158","height":"452"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221239987916808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221792152068160,"gmtCreate":1695185251784,"gmtModify":1695189460360,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"AI- driven economy is well-positioned to grow in the coming future","listText":"AI- driven economy is well-positioned to grow in the coming future","text":"AI- driven economy is well-positioned to grow in the coming future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221792152068160","repostId":"2368818804","repostType":2,"repost":{"id":"2368818804","kind":"highlight","pubTimestamp":1695171679,"share":"https://ttm.financial/m/news/2368818804?lang=&edition=fundamental","pubTime":"2023-09-20 09:01","market":"us","language":"en","title":"7 AI Stocks Owned by Warren Buffett's $803 Billion Investment Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2368818804","media":"Motley Fool","summary":"You won't believe how some of these companies are using AI.","content":"<html><head></head><body><p>Warren Buffett is arguably the most successful investment manager in history. Since 1965, he has steered his conglomerate, <strong>Berkshire Hathaway </strong>(BRK.A -0.01%) (BRK.B 0.07%), to average annual returns of 19.8% per year, twice the average annual return of the benchmark <strong>S&amp;P 500</strong> index. Over the course of 58 years, that kind of outperformance gets compounded each year and has made Buffett (and every other long-term Berkshire stockholder) very rich.</p><p>Today, Berkshire Hathaway owns a portfolio of 56 publicly listed stocks and securities worth $352 billion, as well as dozens of wholly owned companies under the conglomerate&#39;s umbrella. Overall, it&#39;s valued at a whopping $803 billion.</p><p>Buffett&#39;s success can be attributed in part to his long-term approach to investing, and his focus on companies generating steady growth and consistent profits. He certainly wouldn&#39;t describe himself as a technology expert, let alone an expert on emerging technologies like artificial intelligence (AI). </p><p>Yet, many of the high-quality companies in Buffett&#39;s portfolio know they have to stay abreast of the wave of new technologies or risk being left behind. Therefore, they have begun using AI in a variety of ways -- and some of them might surprise you. </p><p>Here are seven AI stocks Buffett and Berkshire are currently holding.</p><h2 id=\"id_2244522348\">1. Apple</h2><p><strong>Apple</strong> is the world&#39;s largest public company with a valuation of $2.8 trillion, and since it operates in the tech sector, a foray into AI was practically inevitable. In fact, Apple has been developing AI for years. It&#39;s behind the autocorrect function on all of its devices, and it also curates content for users inside applications like Apple Music. Its voice assistant, Siri, is also a product of AI. </p><p>Apple now develops its own computer chips to power its products, and the freshly launched iPhone 15 features the company&#39;s newest A17 Pro CPU processor. It&#39;s the only smartphone in the world with a chip manufactured using the 3nm process node, and it accelerates predictive processes on the device when using the keyboard, the camera, and Siri, to name just a few actions. In other words, Apple has created the world&#39;s most powerful AI chip for mobile devices.</p><p>Berkshire Hathaway&#39;s stake in Apple has grown to account for 45.5% of the value of its $352 billion portfolio, and while AI isn&#39;t the reason Buffett likes it so much, he is sure to benefit significantly as the company ramps up its efforts in the space. </p><h2 id=\"id_3376288103\">2. American Express</h2><p>Credit card providers are natural targets for fraudsters, and <strong>American Express</strong> has been using AI to fight them for years. In fact, in 2020, after a decade of development, the company believed it had produced the world&#39;s largest and most advanced machine learning system in the financial services industry.</p><p>Today, its AmEx Digital Labs division experiments with consumer-facing services powered by generative AI. Earlier this year, the company acquired virtual travel assistant Mezi, an AI chatbot platform designed to help people book vacations. Its technology has since been repurposed to power several features at American Express, like its virtual assistant, AskAmex.</p><p>American Express is a Buffett favorite; its stock makes up 7% of Berkshire&#39;s portfolio, which means it&#39;s the third-largest holding. </p><h2 id=\"id_3936664907\">3. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>The cloud computing industry continues to grow rapidly, much to the benefit of service providers like <strong>Snowflake</strong>. The cloud is where many companies store their valuable data, and since AI has to be trained on mountains of data, it&#39;s also where developers are building and deploying the technology. </p><p>Snowflake has spent years helping businesses aggregate their data in its data cloud to improve visibility. Now, Snowflake is preparing its customers for a world powered by AI. The company recently opened a private beta test of its new Document AI tool, which will allow businesses to query unstructured data like text in a legal contract or an invoice, for example. This will rapidly accelerate analytics for professionals outside of the programming field.</p><p>Plus, Snowflake has acquired several small AI companies to bolster its portfolio of services. Neeva is one of them; it designed a search tool that businesses can use to engage with their data using natural language instead of programming language. That means more non-technical employees can benefit from the insights Snowflake delivers.</p><p>Snowflake stock only accounts for 0.3% of Berkshire&#39;s $352 billion portfolio, but it&#39;s on the front lines of the AI trend.</p><h2 id=\"id_1690191501\">4. Amazon</h2><p>Most people know <strong>Amazon</strong> for its e-commerce platform, but it&#39;s also home to the world&#39;s largest cloud computing platform, Amazon Web Services (AWS). The company is using AWS to build a presence in three key areas of AI:</p><ul style=\"\"><li><p>First, Amazon is developing its own data center chips to rival <strong>Nvidia</strong>&#39;s, though that&#39;s easier said than done. </p></li><li><p>Second, it offers a portfolio of large language models to businesses as a service. Those models are incredibly expensive to develop, so ready-made solutions give businesses a head start in developing AI applications. </p></li><li><p>Finally, Amazon offers generative AI tools like CodeWhisperer, which is effectively a finished AI product that developers can use to speed up software development. </p></li></ul><p>Berkshire Hathaway has held a stake in Amazon since 2019, but Buffett has often expressed regret for failing to recognize its potential sooner. Nonetheless, the investing legend is now positioned to benefit from the company&#39;s AI prowess. </p><h2 id=\"id_1882440187\">5. Bank of America</h2><p>That&#39;s right, even boring old banks are using AI. <strong>Bank of America</strong> is applying the technology in a number of ways, from transforming customer experiences to reducing costs. </p><p>The bank launched an AI-powered virtual assistant called Erica in 2018, and its CEO Brian Moynihan says Erica has since spent 10 million hours conversing with customers. In that time, it has logged a whopping 1.5 billion interactions that might have otherwise necessitated a phone call with a customer service representative or a visit to a branch. Not only is Erica a convenience for customers, it also saves Bank of America money on support staff.</p><p>Bank of America is Berkshire&#39;s second-largest stock holding, making up 8.5% of its portfolio. The firm opened its position in the bank in 2007, and it has continued to buy more shares, even as recently as this year.</p><h2 id=\"id_3105339738\">6. General Motors</h2><p>The automotive industry is rapidly changing. Legacy manufacturers like <strong>General Motors</strong> need to keep up with new, high-tech players like <strong>Tesla</strong>, which is working on all sorts of AI projects, from self-driving vehicle software to humanoid robots. </p><p>In August, GM expanded its partnership with <strong>Alphabet </strong>to help the car maker embed AI across its business. The two have worked together in the past on GM&#39;s in-car virtual assistant, which is powered by Google&#39;s conversational AI technology.</p><p>GM is also the owner of Cruise, an autonomous vehicle start-up that now operates driverless ride-hailing services in seven major U.S. cities. That bet could prove critical over the long term as GM navigates an increasingly competitive landscape dominated by technology.</p><p>But it appears Berkshire&#39;s confidence in GM is at a low point because the firm has sold more than half of its stake in it this year alone. The automaker now represents just 0.2% of the investment fund&#39;s portfolio.</p><h2 id=\"id_2553947297\">7. Coca-Cola</h2><p>If you&#39;re anything like me, you&#39;ve probably never considered tasting AI. But the world&#39;s largest beverage company just used the technology to design a new drink. That&#39;s right, <strong>Coca-Cola</strong> wanted to know what its namesake soda might taste like in the year 3000, so it asked an AI for its answer to that question. </p><p>The drink is called Coca-Cola Y3000 Zero Sugar, and it was formulated by feeding data into an AI model, which included how soda fans imagine the future through emotions, colors, and flavors. But that&#39;s just the tip of the AI-iceberg for Coca-Cola. In June, the company appointed a global head of generative AI, which signals how important it believes the technology will become for it.</p><p>Marketing and advertising will be one of Coca-Cola&#39;s big AI focus points. The company launched a campaign called Masterpiece earlier this year, featuring a 2-minute video created using a mix of real actors and AI. </p><p>Coca-Cola&#39;s AI experiment is just beginning, and Buffett might soon be glad he owns $23.1 billion worth of its stock, representing 6.6% of Berkshire&#39;s portfolio. </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>7 AI Stocks Owned by Warren Buffett's $803 Billion Investment Company</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\">\n7 AI Stocks Owned by Warren Buffett's $803 Billion Investment Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-20 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/19/7-artificial-intelligence-stocks-warren-buffett/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is arguably the most successful investment manager in history. Since 1965, he has steered his conglomerate, Berkshire Hathaway (BRK.A -0.01%) (BRK.B 0.07%), to average annual returns of...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/19/7-artificial-intelligence-stocks-warren-buffett/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","AAPL":"苹果","BAC":"美国银行","SNOW":"Snowflake","KO":"可口可乐","AXP":"美国运通","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/09/19/7-artificial-intelligence-stocks-warren-buffett/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368818804","content_text":"Warren Buffett is arguably the most successful investment manager in history. Since 1965, he has steered his conglomerate, Berkshire Hathaway (BRK.A -0.01%) (BRK.B 0.07%), to average annual returns of 19.8% per year, twice the average annual return of the benchmark S&P 500 index. Over the course of 58 years, that kind of outperformance gets compounded each year and has made Buffett (and every other long-term Berkshire stockholder) very rich.Today, Berkshire Hathaway owns a portfolio of 56 publicly listed stocks and securities worth $352 billion, as well as dozens of wholly owned companies under the conglomerate's umbrella. Overall, it's valued at a whopping $803 billion.Buffett's success can be attributed in part to his long-term approach to investing, and his focus on companies generating steady growth and consistent profits. He certainly wouldn't describe himself as a technology expert, let alone an expert on emerging technologies like artificial intelligence (AI). Yet, many of the high-quality companies in Buffett's portfolio know they have to stay abreast of the wave of new technologies or risk being left behind. Therefore, they have begun using AI in a variety of ways -- and some of them might surprise you. Here are seven AI stocks Buffett and Berkshire are currently holding.1. AppleApple is the world's largest public company with a valuation of $2.8 trillion, and since it operates in the tech sector, a foray into AI was practically inevitable. In fact, Apple has been developing AI for years. It's behind the autocorrect function on all of its devices, and it also curates content for users inside applications like Apple Music. Its voice assistant, Siri, is also a product of AI. Apple now develops its own computer chips to power its products, and the freshly launched iPhone 15 features the company's newest A17 Pro CPU processor. It's the only smartphone in the world with a chip manufactured using the 3nm process node, and it accelerates predictive processes on the device when using the keyboard, the camera, and Siri, to name just a few actions. In other words, Apple has created the world's most powerful AI chip for mobile devices.Berkshire Hathaway's stake in Apple has grown to account for 45.5% of the value of its $352 billion portfolio, and while AI isn't the reason Buffett likes it so much, he is sure to benefit significantly as the company ramps up its efforts in the space. 2. American ExpressCredit card providers are natural targets for fraudsters, and American Express has been using AI to fight them for years. In fact, in 2020, after a decade of development, the company believed it had produced the world's largest and most advanced machine learning system in the financial services industry.Today, its AmEx Digital Labs division experiments with consumer-facing services powered by generative AI. Earlier this year, the company acquired virtual travel assistant Mezi, an AI chatbot platform designed to help people book vacations. Its technology has since been repurposed to power several features at American Express, like its virtual assistant, AskAmex.American Express is a Buffett favorite; its stock makes up 7% of Berkshire's portfolio, which means it's the third-largest holding. 3. SnowflakeThe cloud computing industry continues to grow rapidly, much to the benefit of service providers like Snowflake. The cloud is where many companies store their valuable data, and since AI has to be trained on mountains of data, it's also where developers are building and deploying the technology. Snowflake has spent years helping businesses aggregate their data in its data cloud to improve visibility. Now, Snowflake is preparing its customers for a world powered by AI. The company recently opened a private beta test of its new Document AI tool, which will allow businesses to query unstructured data like text in a legal contract or an invoice, for example. This will rapidly accelerate analytics for professionals outside of the programming field.Plus, Snowflake has acquired several small AI companies to bolster its portfolio of services. Neeva is one of them; it designed a search tool that businesses can use to engage with their data using natural language instead of programming language. That means more non-technical employees can benefit from the insights Snowflake delivers.Snowflake stock only accounts for 0.3% of Berkshire's $352 billion portfolio, but it's on the front lines of the AI trend.4. AmazonMost people know Amazon for its e-commerce platform, but it's also home to the world's largest cloud computing platform, Amazon Web Services (AWS). The company is using AWS to build a presence in three key areas of AI:First, Amazon is developing its own data center chips to rival Nvidia's, though that's easier said than done. Second, it offers a portfolio of large language models to businesses as a service. Those models are incredibly expensive to develop, so ready-made solutions give businesses a head start in developing AI applications. Finally, Amazon offers generative AI tools like CodeWhisperer, which is effectively a finished AI product that developers can use to speed up software development. Berkshire Hathaway has held a stake in Amazon since 2019, but Buffett has often expressed regret for failing to recognize its potential sooner. Nonetheless, the investing legend is now positioned to benefit from the company's AI prowess. 5. Bank of AmericaThat's right, even boring old banks are using AI. Bank of America is applying the technology in a number of ways, from transforming customer experiences to reducing costs. The bank launched an AI-powered virtual assistant called Erica in 2018, and its CEO Brian Moynihan says Erica has since spent 10 million hours conversing with customers. In that time, it has logged a whopping 1.5 billion interactions that might have otherwise necessitated a phone call with a customer service representative or a visit to a branch. Not only is Erica a convenience for customers, it also saves Bank of America money on support staff.Bank of America is Berkshire's second-largest stock holding, making up 8.5% of its portfolio. The firm opened its position in the bank in 2007, and it has continued to buy more shares, even as recently as this year.6. General MotorsThe automotive industry is rapidly changing. Legacy manufacturers like General Motors need to keep up with new, high-tech players like Tesla, which is working on all sorts of AI projects, from self-driving vehicle software to humanoid robots. In August, GM expanded its partnership with Alphabet to help the car maker embed AI across its business. The two have worked together in the past on GM's in-car virtual assistant, which is powered by Google's conversational AI technology.GM is also the owner of Cruise, an autonomous vehicle start-up that now operates driverless ride-hailing services in seven major U.S. cities. That bet could prove critical over the long term as GM navigates an increasingly competitive landscape dominated by technology.But it appears Berkshire's confidence in GM is at a low point because the firm has sold more than half of its stake in it this year alone. The automaker now represents just 0.2% of the investment fund's portfolio.7. Coca-ColaIf you're anything like me, you've probably never considered tasting AI. But the world's largest beverage company just used the technology to design a new drink. That's right, Coca-Cola wanted to know what its namesake soda might taste like in the year 3000, so it asked an AI for its answer to that question. The drink is called Coca-Cola Y3000 Zero Sugar, and it was formulated by feeding data into an AI model, which included how soda fans imagine the future through emotions, colors, and flavors. But that's just the tip of the AI-iceberg for Coca-Cola. In June, the company appointed a global head of generative AI, which signals how important it believes the technology will become for it.Marketing and advertising will be one of Coca-Cola's big AI focus points. The company launched a campaign called Masterpiece earlier this year, featuring a 2-minute video created using a mix of real actors and AI. Coca-Cola's AI experiment is just beginning, and Buffett might soon be glad he owns $23.1 billion worth of its stock, representing 6.6% of Berkshire's portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194784111587440,"gmtCreate":1688574835166,"gmtModify":1688575458654,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194784111587440","repostId":"194535799513248","repostType":1,"repost":{"id":194535799513248,"gmtCreate":1688532239232,"gmtModify":1688532787359,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Can NIO Meet 250,000 EVs Target By End 2023?","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp;has released its official EV deliveries for June 2023 and Q2 2023. For&nbsp;June 2023, it delivered&nbsp;10,707 EVs&nbsp;including the&nbsp;new models ES6, ET5 Touring and ES8. For&nbsp;Q2 2023, it delivered&nbsp;23,520 EVs&nbsp;in total. NIO's EV delivery 2020 - 2023 If you look carefully, June delivery is&nbsp;not&nbsp;NIO “best” output capacity. In&nbsp;Feb 2023, NIO delivered&nbsp;12,157 EVs, that is&nbsp;+13.54%&nbsp;more than June’s. Still rejoicing? Guessed not. Market however, seemed to have lap the “good” news. Just look at NIO’s&nbsp;Mon, 03 Jul 2023&nbsp;stock performance (see below). More importantly, Will NIO stock price continue to “recover” in July, 2023? Will NIO be able to meet its revised 2023 delivery goal","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp;has released its official EV deliveries for June 2023 and Q2 2023. For&nbsp;June 2023, it delivered&nbsp;10,707 EVs&nbsp;including the&nbsp;new models ES6, ET5 Touring and ES8. For&nbsp;Q2 2023, it delivered&nbsp;23,520 EVs&nbsp;in total. NIO's EV delivery 2020 - 2023 If you look carefully, June delivery is&nbsp;not&nbsp;NIO “best” output capacity. In&nbsp;Feb 2023, NIO delivered&nbsp;12,157 EVs, that is&nbsp;+13.54%&nbsp;more than June’s. Still rejoicing? Guessed not. Market however, seemed to have lap the “good” news. Just look at NIO’s&nbsp;Mon, 03 Jul 2023&nbsp;stock performance (see below). More importantly, Will NIO stock price continue to “recover” in July, 2023? Will NIO be able to meet its revised 2023 delivery goal","text":"$NIO Inc.(NIO)$ has released its official EV deliveries for June 2023 and Q2 2023. For June 2023, it delivered 10,707 EVs including the new models ES6, ET5 Touring and ES8. For Q2 2023, it delivered 23,520 EVs in total. NIO's EV delivery 2020 - 2023 If you look carefully, June delivery is not NIO “best” output capacity. In Feb 2023, NIO delivered 12,157 EVs, that is +13.54% more than June’s. Still rejoicing? Guessed not. Market however, seemed to have lap the “good” news. Just look at NIO’s Mon, 03 Jul 2023 stock performance (see below). More importantly, Will NIO stock price continue to “recover” in July, 2023? Will NIO be able to meet its revised 2023 delivery goal","images":[{"img":"https://community-static.tradeup.com/news/6dadb4eda9437dba3a6cc4a7f6b197f7","width":"1054","height":"222"},{"img":"https://community-static.tradeup.com/news/d5afb87207e94ace45531d43849c0dcd","width":"1109","height":"225"},{"img":"https://community-static.tradeup.com/news/53a81c90d82e57db697a7a5963294aa9","width":"1547","height":"378"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194535799513248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194784869421056,"gmtCreate":1688574822265,"gmtModify":1688575456063,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194784869421056","repostId":"194253002375264","repostType":1,"repost":{"id":194253002375264,"gmtCreate":1688466268018,"gmtModify":1701778440064,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"BTC: The Best-Performing Asset in H1! How to Invest With ETFs?","htmlText":"In the first half of the year, Bitcoin (BTC) emerged as the best-performing asset, experiencing a rise of over 80% to close above $30,000 on June 30. This performance outpaced other significant assets such as <a href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2308(GCmain)$</a> , <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> , and the Nikkei 225 index.<a href=\"https://ttm.financial/S/WGMI\">$Valkyrie Bitcoin Miners ETF(WGMI)$</a> <a href=\"https://ttm.financial/S/DAPP\">$VanEck Vectors Digital Transformation ETF(DAPP)$</a> <a href=\"https://ttm.financial/S/BKCH\">$AdvisorShares Sabretooth ETF(BKCH)$</a> <a href=\"https://ttm.financial/S/SATO\">$Invesco Alerian Galaxy Crypto Economy ETF(SATO)$</a> <a href=\"https://ttm.financial/S/BITQ\">$Bitwise Crypto Innovators ETF(BITQ)$</a>","listText":"In the first half of the year, Bitcoin (BTC) emerged as the best-performing asset, experiencing a rise of over 80% to close above $30,000 on June 30. This performance outpaced other significant assets such as <a href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2308(GCmain)$</a> , <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> , and the Nikkei 225 index.<a href=\"https://ttm.financial/S/WGMI\">$Valkyrie Bitcoin Miners ETF(WGMI)$</a> <a href=\"https://ttm.financial/S/DAPP\">$VanEck Vectors Digital Transformation ETF(DAPP)$</a> <a href=\"https://ttm.financial/S/BKCH\">$AdvisorShares Sabretooth ETF(BKCH)$</a> <a href=\"https://ttm.financial/S/SATO\">$Invesco Alerian Galaxy Crypto Economy ETF(SATO)$</a> <a href=\"https://ttm.financial/S/BITQ\">$Bitwise Crypto Innovators ETF(BITQ)$</a>","text":"In the first half of the year, Bitcoin (BTC) emerged as the best-performing asset, experiencing a rise of over 80% to close above $30,000 on June 30. This performance outpaced other significant assets such as $Gold - main 2308(GCmain)$ , $S&P 500(.SPX)$ , and the Nikkei 225 index.$Valkyrie Bitcoin Miners ETF(WGMI)$ $VanEck Vectors Digital Transformation ETF(DAPP)$ $AdvisorShares Sabretooth ETF(BKCH)$ $Invesco Alerian Galaxy Crypto Economy ETF(SATO)$ $Bitwise Crypto Innovators ETF(BITQ)$","images":[{"img":"https://community-static.tradeup.com/news/54656078a3aa2d3ad9cd6e2e82ce87b7","width":"1407","height":"1996"},{"img":"https://community-static.tradeup.com/news/25d5ec16ee1917b5a57ddd6539194459","width":"855","height":"648"},{"img":"https://community-static.tradeup.com/news/a4b4e728815f02fbb236cd6d90ca1fab","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194253002375264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194784014651504,"gmtCreate":1688574811500,"gmtModify":1688575453328,"author":{"id":"4088423851177130","authorId":"4088423851177130","name":"chanliyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088423851177130","authorIdStr":"4088423851177130"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194784014651504","repostId":"194275726209120","repostType":1,"repost":{"id":194275726209120,"gmtCreate":1688471815830,"gmtModify":1688471831891,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"The Trillion Club: Who Will Be the Next Giant to Join Apple?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> has achieved a groundbreaking milestone by becoming the first company in the world to reach a market valuation of over $3 trillion. With its relentless innovation and unwavering brand loyalty, Apple has cemented its position as a global tech giant. This remarkable achievement raises an intriguing question: Which company will be the next to join the exclusive $3 trillion club? A. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> One potential candidate is Tesla, the electric vehicle giant that has been at the forefront of the sustainable transportation revolution. Tesla previously achieved trillion-dollar status but lost it in recent years. However, with an impressive 83% surge in orders during the second quarter, Tesla","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> has achieved a groundbreaking milestone by becoming the first company in the world to reach a market valuation of over $3 trillion. With its relentless innovation and unwavering brand loyalty, Apple has cemented its position as a global tech giant. This remarkable achievement raises an intriguing question: Which company will be the next to join the exclusive $3 trillion club? A. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> One potential candidate is Tesla, the electric vehicle giant that has been at the forefront of the sustainable transportation revolution. Tesla previously achieved trillion-dollar status but lost it in recent years. However, with an impressive 83% surge in orders during the second quarter, Tesla","text":"$Apple(AAPL)$ has achieved a groundbreaking milestone by becoming the first company in the world to reach a market valuation of over $3 trillion. With its relentless innovation and unwavering brand loyalty, Apple has cemented its position as a global tech giant. This remarkable achievement raises an intriguing question: Which company will be the next to join the exclusive $3 trillion club? A. $Tesla Motors(TSLA)$ One potential candidate is Tesla, the electric vehicle giant that has been at the forefront of the sustainable transportation revolution. Tesla previously achieved trillion-dollar status but lost it in recent years. However, with an impressive 83% surge in orders during the second quarter, Tesla","images":[{"img":"https://community-static.tradeup.com/news/ffd0d64b9b5727d77a267dbbcd85d0b8","width":"1059","height":"593"},{"img":"https://community-static.tradeup.com/news/a7605dc15c595d7c59ea008611e3d27c","width":"960","height":"745"},{"img":"https://community-static.tradeup.com/news/c5f3233c8364d75db6073ca3a66aacc6","width":"1672","height":"905"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194275726209120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}