banana3441 personal page - To The Moon

banana3441

banana3441

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2022-02-03

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2021-09-18

Nice

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2021-08-31

New high for APPLE , AAPL. A proven stock.

2021-09-05

$AMD(AMD)$amd will trend up

2021-09-20

07-14

Chips losing ground?

2022-01-31

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Dow falls 200 points on the last trading day of January, S&P 500 is set for its worst month since March 2020

2021-09-11

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Why Apple’s Risk Is Limited

2021-09-02

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2021-09-01

Apple heading towards higher high

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/FCEL\">$FuelCell(FCEL)$&nbsp;</a> lose money&nbsp;","listText":"<a href=\"https://ttm.financial/S/FCEL\">$FuelCell(FCEL)$&nbsp;</a> lose money&nbsp;","text":"$FuelCell(FCEL)$ lose money","images":[{"img":"https://community-static.tradeup.com/news/e469b7bac57074d008e3b0c2600647b4","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585755874554776","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585755675132816,"gmtCreate":1784036862056,"gmtModify":1784036865203,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FCEL\">$FuelCell(FCEL)$&nbsp;</a> I lose money&nbsp;","listText":"<a href=\"https://ttm.financial/S/FCEL\">$FuelCell(FCEL)$&nbsp;</a> I lose money&nbsp;","text":"$FuelCell(FCEL)$ I lose money","images":[{"img":"https://community-static.tradeup.com/news/828f156360c780d97864203625daf1c2","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585755675132816","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585767519261056,"gmtCreate":1784036820203,"gmtModify":1784036823253,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Thank you for your kind words! I appreciate your support and am glad you enjoyed the article.","listText":"Thank you for your kind words! I appreciate your support and am glad you enjoyed the article.","text":"Thank you for your kind words! I appreciate your support and am glad you enjoyed the article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585767519261056","repostId":"585409505805840","repostType":1,"repost":{"id":585409505805840,"gmtCreate":1783952372692,"gmtModify":1783995922497,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling \"the top.\" But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic \"sell the news\" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne","listText":"🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling \"the top.\" But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic \"sell the news\" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne","text":"🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling \"the top.\" But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic \"sell the news\" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne","images":[{"img":"https://community-static.tradeup.com/news/cd1f82e5ad8b25873d267135078f324b","width":"1179","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585409505805840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585755117274184,"gmtCreate":1784036728162,"gmtModify":1784036731083,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585755117274184","repostId":"585653418915176","repostType":1,"repost":{"id":585653418915176,"gmtCreate":1784011900514,"gmtModify":1784019918939,"author":{"id":"4163830509758562","authorId":"4163830509758562","name":"RickPANDA","avatar":"https://community-static.tradeup.com/news/b4bcab9fc9e00799638da1493b8a0e34","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4163830509758562","idStr":"4163830509758562"},"themes":[],"title":"","htmlText":"PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene","listText":"PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene","text":"PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585653418915176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585754341225896,"gmtCreate":1784036543491,"gmtModify":1784036546438,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Here we go again Time to relook portfolio&nbsp;","listText":"Here we go again Time to relook portfolio&nbsp;","text":"Here we go again Time to relook portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585754341225896","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585753813119168,"gmtCreate":1784036503371,"gmtModify":1784036506183,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Chips losing ground?&nbsp;","listText":"Chips losing ground?&nbsp;","text":"Chips losing ground?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/585753813119168","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400292846297480,"gmtCreate":1738754643144,"gmtModify":1738754645292,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400292846297480","repostId":"397125251224056","repostType":1,"repost":{"id":397125251224056,"gmtCreate":1737994251638,"gmtModify":1738028402234,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.&nbsp; The website stated the status as \"Monitoring\" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.&nbsp; The website stated the status as \"Monitoring\" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter&nbsp;","text":"$NVIDIA(NVDA)$ 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register. The website stated the status as \"Monitoring\" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter","images":[{"img":"https://community-static.tradeup.com/news/ad4df1264380289ed85af2cec1e03b91","width":"1284","height":"685"},{"img":"https://community-static.tradeup.com/news/ac7e2490e2f85a751b354385d779d3ab","width":"1152","height":"642"},{"img":"https://community-static.tradeup.com/news/c0fe10541a3d8dd3034be2179c84d723","width":"1152","height":"2124"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397125251224056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400293843103944,"gmtCreate":1738754613528,"gmtModify":1738754617215,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400293843103944","repostId":"400000191996528","repostType":1,"repost":{"id":400000191996528,"gmtCreate":1738681606065,"gmtModify":1738681610279,"author":{"id":"3570511645529213","authorId":"3570511645529213","name":"lucasL","avatar":"https://community-static.tradeup.com/news/fb777c0d1d950405f7da786189eea2ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570511645529213","idStr":"3570511645529213"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Addiction. From a low of -4.3K to +5.8K it was a long journey","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Addiction. From a low of -4.3K to +5.8K it was a long journey","text":"$Alibaba(BABA)$ Addiction. From a low of -4.3K to +5.8K it was a long journey","images":[{"img":"https://community-static.tradeup.com/news/0715524024835c9f6e8e08ac452ff9f3","width":"1290","height":"1596"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400000191996528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400293301907744,"gmtCreate":1738754590093,"gmtModify":1738754591579,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400293301907744","repostId":"399823053062360","repostType":1,"repost":{"id":399823053062360,"gmtCreate":1738638182367,"gmtModify":1738640156276,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"Pre-Earning AMD Flushed to 52-Week Low Before Earnings – Would You BUY, HOLD, or SELL?","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> In recent days, we've seen a significant selloff in tech stocks, especially in the AI sector, which has spilled over into the broader market. Today, the consequences of Donald Trump's tariffs on China, Canada, and Mexico have been felt, with widespread losses across the stock market. One company that continues to struggle is AMD (Advanced Micro Devices), which some have humorously referred to as \"Advanced Money Destroyer.\" Tomorrow is a pivotal day for AMD, as they will report earnings after market close. Analysts expect a 41% year-on-year increase in earnings per share (EPS), with double-digit growth expected for all four quarters this year. Over the past four quarters, AMD has consistently met or exceeded expectation","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> In recent days, we've seen a significant selloff in tech stocks, especially in the AI sector, which has spilled over into the broader market. Today, the consequences of Donald Trump's tariffs on China, Canada, and Mexico have been felt, with widespread losses across the stock market. One company that continues to struggle is AMD (Advanced Micro Devices), which some have humorously referred to as \"Advanced Money Destroyer.\" Tomorrow is a pivotal day for AMD, as they will report earnings after market close. Analysts expect a 41% year-on-year increase in earnings per share (EPS), with double-digit growth expected for all four quarters this year. Over the past four quarters, AMD has consistently met or exceeded expectation","text":"$Advanced Micro Devices(AMD)$ In recent days, we've seen a significant selloff in tech stocks, especially in the AI sector, which has spilled over into the broader market. Today, the consequences of Donald Trump's tariffs on China, Canada, and Mexico have been felt, with widespread losses across the stock market. One company that continues to struggle is AMD (Advanced Micro Devices), which some have humorously referred to as \"Advanced Money Destroyer.\" Tomorrow is a pivotal day for AMD, as they will report earnings after market close. Analysts expect a 41% year-on-year increase in earnings per share (EPS), with double-digit growth expected for all four quarters this year. Over the past four quarters, AMD has consistently met or exceeded expectation","images":[{"img":"https://community-static.tradeup.com/news/4097aa0f0da610780f79dc9abe914a7a","width":"1156","height":"385"},{"img":"https://community-static.tradeup.com/news/8c241b5c0113507f55466e1b5a57cad2","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/79198ab3b8e0416cecab780bc2c63dcf","width":"957","height":"570"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399823053062360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400292537327976,"gmtCreate":1738754559618,"gmtModify":1738754561021,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400292537327976","repostId":"400000191996528","repostType":1,"repost":{"id":400000191996528,"gmtCreate":1738681606065,"gmtModify":1738681610279,"author":{"id":"3570511645529213","authorId":"3570511645529213","name":"lucasL","avatar":"https://community-static.tradeup.com/news/fb777c0d1d950405f7da786189eea2ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570511645529213","idStr":"3570511645529213"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Addiction. From a low of -4.3K to +5.8K it was a long journey","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Addiction. From a low of -4.3K to +5.8K it was a long journey","text":"$Alibaba(BABA)$ Addiction. From a low of -4.3K to +5.8K it was a long journey","images":[{"img":"https://community-static.tradeup.com/news/0715524024835c9f6e8e08ac452ff9f3","width":"1290","height":"1596"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400000191996528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400293557063776,"gmtCreate":1738754542279,"gmtModify":1738754544112,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400293557063776","repostId":"400057378349672","repostType":1,"repost":{"id":400057378349672,"gmtCreate":1738695746094,"gmtModify":1738732202187,"author":{"id":"4118113478129062","authorId":"4118113478129062","name":"Feijoa8025","avatar":"https://community-static.tradeup.com/news/99a82f47d167b7acfe439f12ae57989a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118113478129062","idStr":"4118113478129062"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/GOOG 20250516 250.0 CALL\">$GOOG 20250516 250.0 CALL$</a> how high can Google goes after the earning report is out?&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/GOOG 20250516 250.0 CALL\">$GOOG 20250516 250.0 CALL$</a> how high can Google goes after the earning report is out?&nbsp;","text":"$GOOG 20250516 250.0 CALL$ how high can Google goes after the earning report is out?","images":[{"img":"https://community-static.tradeup.com/news/de113e0c76024df5ddc577ae36b438ff","width":"1086","height":"1713"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400057378349672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400291640361168,"gmtCreate":1738754426323,"gmtModify":1738754428544,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400291640361168","repostId":"400211729936784","repostType":1,"repost":{"id":400211729936784,"gmtCreate":1738732876170,"gmtModify":1748527760710,"author":{"id":"3569533947407316","authorId":"3569533947407316","name":"Sherry Miyano","avatar":"https://community-static.tradeup.com/news/a8e51ceffa42108a67866342e4d07afd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569533947407316","idStr":"3569533947407316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/NFU.HK 20250529 28.00 PUT\">$NFU.HK 20250529 28.00 PUT$&nbsp;</a>New ticker! I have always wanted to buy some Nongfu and am &nbsp;glad that I finally got in with a short put @ 0.470HKD. Nongfu's business model is simple and crisp. They know what they want and have steady customer base with good brand story. A good long term hold in my opinion.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NFU.HK 20250529 28.00 PUT\">$NFU.HK 20250529 28.00 PUT$&nbsp;</a>New ticker! I have always wanted to buy some Nongfu and am &nbsp;glad that I finally got in with a short put @ 0.470HKD. Nongfu's business model is simple and crisp. They know what they want and have steady customer base with good brand story. A good long term hold in my opinion.&nbsp;","text":"$NFU.HK 20250529 28.00 PUT$ New ticker! I have always wanted to buy some Nongfu and am glad that I finally got in with a short put @ 0.470HKD. Nongfu's business model is simple and crisp. They know what they want and have steady customer base with good brand story. A good long term hold in my opinion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400211729936784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400292927320304,"gmtCreate":1738754391601,"gmtModify":1738754393853,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400292927320304","repostId":"400261054713912","repostType":1,"repost":{"id":400261054713912,"gmtCreate":1738746606321,"gmtModify":1753453756337,"author":{"id":"3563243258535559","authorId":"3563243258535559","name":"MKTrader","avatar":"https://static.tigerbbs.com/41fde116200c232379312d26e2768f6e","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563243258535559","idStr":"3563243258535559"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GSK\">$GlaxoSmithKline PLC(GSK)$&nbsp;</a>Some premarket moves. Testing a theory.","listText":"<a href=\"https://ttm.financial/S/GSK\">$GlaxoSmithKline PLC(GSK)$&nbsp;</a>Some premarket moves. Testing a theory.","text":"$GlaxoSmithKline PLC(GSK)$ Some premarket moves. Testing a theory.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400261054713912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400290948260064,"gmtCreate":1738754375833,"gmtModify":1738754377455,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/400290948260064","repostId":"400273761734864","repostType":1,"repost":{"id":400273761734864,"gmtCreate":1738750061423,"gmtModify":1746998231689,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583488205363521","idStr":"3583488205363521"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>Take a look at the latest order I posted！","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>Take a look at the latest order I posted！","text":"$Palantir Technologies Inc.(PLTR)$ Take a look at the latest order I posted！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400273761734864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378039019401544,"gmtCreate":1733337464600,"gmtModify":1733337468799,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> Fav","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> Fav","text":"$Alphabet(GOOG)$ Fav","images":[{"img":"https://community-static.tradeup.com/news/3847219358f88a7d7050d96cc6738758","width":"1125","height":"2043"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378039019401544","isVote":1,"tweetType":1,"viewCount":4099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":239176911327408,"gmtCreate":1699430131019,"gmtModify":1699430136128,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","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/239176911327408","repostId":"239159278841872","repostType":1,"repost":{"id":239159278841872,"gmtCreate":1699426184048,"gmtModify":1699426230601,"author":{"id":"3527667631258507","authorId":"3527667631258507","name":"VideoLounge","avatar":"https://static.tigerbbs.com/d2c50ee53d2487e186b3c414f8529d52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667631258507","idStr":"3527667631258507"},"themes":[],"title":"","htmlText":"\n \n \n  [Uber CEO Dara Khosrowshahi on Q3 earnings, inflation impact and freight business] Uber CEO Dara Khosrowshahi discusses the company's quarterly earnings results, which missed analysts’ expectations on the top and bottom lines but showed strength in other areas such as gross bookings, the impact of inflation, future of freight business, self-driving challenges, and more. <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a>\n \n","listText":"[Uber CEO Dara Khosrowshahi on Q3 earnings, inflation impact and freight business] Uber CEO Dara Khosrowshahi discusses the company's quarterly earnings results, which missed analysts’ expectations on the top and bottom lines but showed strength in other areas such as gross bookings, the impact of inflation, future of freight business, self-driving challenges, and more. <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a>","text":"[Uber CEO Dara Khosrowshahi on Q3 earnings, inflation impact and freight business] Uber CEO Dara Khosrowshahi discusses the company's quarterly earnings results, which missed analysts’ expectations on the top and bottom lines but showed strength in other areas such as gross bookings, the impact of inflation, future of freight business, self-driving challenges, and more. $Uber(UBER)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239159278841872","isVote":1,"tweetType":2,"object":{"id":"500660d8e71e41ecb2a211057b9a0d04","tweetId":"239159278841872","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/150805b63270835011940780034/f0.mp4","poster":"https://community-static.tradeup.com/news/24999e7eeaeaf8e565f5ff587aca0f04"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186589082845192,"gmtCreate":1686593249112,"gmtModify":1686593251059,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186589082845192","isVote":1,"tweetType":1,"viewCount":3387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949419350,"gmtCreate":1678810617571,"gmtModify":1678810620242,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PTON\">$Peloton Interactive, Inc.(PTON)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/PTON\">$Peloton Interactive, Inc.(PTON)$ &nbsp;</a>","text":"$Peloton Interactive, Inc.(PTON)$","images":[{"img":"https://community-static.tradeup.com/news/b83f6235c19eee3a717089060fbb2c9b","width":"1080","height":"1778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949419350","isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9960739030,"gmtCreate":1668247768520,"gmtModify":1676538034037,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960739030","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=en_US&edition=fundamental","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985396923,"gmtCreate":1667310039562,"gmtModify":1676537895625,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985396923","repostId":"1103063696","repostType":4,"repost":{"id":"1103063696","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667309421,"share":"https://ttm.financial/m/news/1103063696?lang=en_US&edition=fundamental","pubTime":"2022-11-01 21:30","market":"us","language":"en","title":"Dow Opens 200 Points Higher As November Trading Kicks off, Fed Meeting Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=1103063696","media":"Tiger Newspress","summary":"Stocks opened higher on Tuesday as a new month of trading commenced and Wall Street looked ahead to ","content":"<html><head></head><body><p>Stocks opened higher on Tuesday as a new month of trading commenced and Wall Street looked ahead to a key Federal Reserve decision on rates.</p><p>Futures tied to the Dow Jones Industrial Average were up 230 points, or 0.7%. S&amp;P 500 and Nasdaq 100 futures added 1.1% and 1.4%, respectively.</p><p>The rise in stock futures came as rates fell ahead of the central bank’s rate decision as investors hope for a sign that the Fed will ease its tightening stance in the months ahead. A better-than-feared earnings season, meanwhile, continued with a strong report from Pfizer while Uber shares popped on a revenue beat and strong gross bookings.</p><p>Some traders also pointed to optimism from unconfirmed reports that China could be moving away from its Zero Covid policy as a source for Tuesday’s early gains.</p><p>“Stocks are trading very well following unconfirmed reports on social media overnight about China formulating a plan to exit its ‘zero tolerance’ approach to COVID,” wrote Adam Crisafulli of Vital Knowledge.</p><p>“While the consensus narrative has embraced the ‘Fed will slow its tightening pace’ narrative, China remains among the most hated markets on the planet w/its equity indices at multi-decade lows – there’s still a lot more room to rally on the upside in the coming quarters assuming a more realistic COVID approach is implemented,” he added.</p><p>Wall Street on Monday wrapped up a strong month of gains, with the Dow rallying nearly 14% for its biggest monthly advance since January 1976, as investors rotated out of technology and hedged hopes on stalwarts like banks. The S&amp;P 500 and Nasdaq Composite added about 8% and 3.9%, respectively.</p><p>Tuesday also kicks off the Fed’s November meeting, which many expect will result in a 75 basis point interest rate hike. Investors will also monitor the central bank’s statement and Fed Chair Jerome Powell’s press conference for signs that the Fed may slow its tightening pace.</p><p>Economic releases for Tuesday include job openings data and construction spending for September. The ISM  manufacturing report for October is also due.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Opens 200 Points Higher As November Trading Kicks off, Fed Meeting Begins</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\">\nDow Opens 200 Points Higher As November Trading Kicks off, Fed Meeting Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-01 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks opened higher on Tuesday as a new month of trading commenced and Wall Street looked ahead to a key Federal Reserve decision on rates.</p><p>Futures tied to the Dow Jones Industrial Average were up 230 points, or 0.7%. S&amp;P 500 and Nasdaq 100 futures added 1.1% and 1.4%, respectively.</p><p>The rise in stock futures came as rates fell ahead of the central bank’s rate decision as investors hope for a sign that the Fed will ease its tightening stance in the months ahead. A better-than-feared earnings season, meanwhile, continued with a strong report from Pfizer while Uber shares popped on a revenue beat and strong gross bookings.</p><p>Some traders also pointed to optimism from unconfirmed reports that China could be moving away from its Zero Covid policy as a source for Tuesday’s early gains.</p><p>“Stocks are trading very well following unconfirmed reports on social media overnight about China formulating a plan to exit its ‘zero tolerance’ approach to COVID,” wrote Adam Crisafulli of Vital Knowledge.</p><p>“While the consensus narrative has embraced the ‘Fed will slow its tightening pace’ narrative, China remains among the most hated markets on the planet w/its equity indices at multi-decade lows – there’s still a lot more room to rally on the upside in the coming quarters assuming a more realistic COVID approach is implemented,” he added.</p><p>Wall Street on Monday wrapped up a strong month of gains, with the Dow rallying nearly 14% for its biggest monthly advance since January 1976, as investors rotated out of technology and hedged hopes on stalwarts like banks. The S&amp;P 500 and Nasdaq Composite added about 8% and 3.9%, respectively.</p><p>Tuesday also kicks off the Fed’s November meeting, which many expect will result in a 75 basis point interest rate hike. Investors will also monitor the central bank’s statement and Fed Chair Jerome Powell’s press conference for signs that the Fed may slow its tightening pace.</p><p>Economic releases for Tuesday include job openings data and construction spending for September. The ISM  manufacturing report for October is also due.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103063696","content_text":"Stocks opened higher on Tuesday as a new month of trading commenced and Wall Street looked ahead to a key Federal Reserve decision on rates.Futures tied to the Dow Jones Industrial Average were up 230 points, or 0.7%. S&P 500 and Nasdaq 100 futures added 1.1% and 1.4%, respectively.The rise in stock futures came as rates fell ahead of the central bank’s rate decision as investors hope for a sign that the Fed will ease its tightening stance in the months ahead. A better-than-feared earnings season, meanwhile, continued with a strong report from Pfizer while Uber shares popped on a revenue beat and strong gross bookings.Some traders also pointed to optimism from unconfirmed reports that China could be moving away from its Zero Covid policy as a source for Tuesday’s early gains.“Stocks are trading very well following unconfirmed reports on social media overnight about China formulating a plan to exit its ‘zero tolerance’ approach to COVID,” wrote Adam Crisafulli of Vital Knowledge.“While the consensus narrative has embraced the ‘Fed will slow its tightening pace’ narrative, China remains among the most hated markets on the planet w/its equity indices at multi-decade lows – there’s still a lot more room to rally on the upside in the coming quarters assuming a more realistic COVID approach is implemented,” he added.Wall Street on Monday wrapped up a strong month of gains, with the Dow rallying nearly 14% for its biggest monthly advance since January 1976, as investors rotated out of technology and hedged hopes on stalwarts like banks. The S&P 500 and Nasdaq Composite added about 8% and 3.9%, respectively.Tuesday also kicks off the Fed’s November meeting, which many expect will result in a 75 basis point interest rate hike. Investors will also monitor the central bank’s statement and Fed Chair Jerome Powell’s press conference for signs that the Fed may slow its tightening pace.Economic releases for Tuesday include job openings data and construction spending for September. The ISM  manufacturing report for October is also due.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9091676061,"gmtCreate":1643861054886,"gmtModify":1676533865155,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091676061","repostId":"1163532013","repostType":4,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884569109,"gmtCreate":1631920115201,"gmtModify":1676530667811,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884569109","repostId":"1169272492","repostType":4,"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811704984,"gmtCreate":1630342343548,"gmtModify":1676530276436,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"New high for APPLE , AAPL. A proven stock.&nbsp;","listText":"New high for APPLE , AAPL. A proven stock.&nbsp;","text":"New high for APPLE , AAPL. A proven stock.","images":[{"img":"https://static.tigerbbs.com/0fdcf0a605d22458c355c5f31280bc3e","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/811704984","isVote":1,"tweetType":1,"viewCount":3410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814574327,"gmtCreate":1630852922669,"gmtModify":1676530406111,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>amd will trend up","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>amd will trend up","text":"$AMD(AMD)$amd will trend up","images":[{"img":"https://static.tigerbbs.com/9ad79557e90ed1988254ea325c8c8e78","width":"1080","height":"2259"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/814574327","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092491340592470","authorId":"4092491340592470","name":"Xinreng","avatar":"https://static.tigerbbs.com/bb89f8523cf8a1d2ac48bede90d57709","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092491340592470","idStr":"4092491340592470"},"content":"I believe it will . I am bullish with this company","text":"I believe it will . I am bullish with this company","html":"I believe it will . I am bullish with this company"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860833184,"gmtCreate":1632150537148,"gmtModify":1676530712588,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>hold","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>hold","text":"$AMD(AMD)$hold","images":[{"img":"https://static.tigerbbs.com/24ec1dd667258eadf89b05b90943e60f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/860833184","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585753813119168,"gmtCreate":1784036503371,"gmtModify":1784036506183,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Chips losing ground?&nbsp;","listText":"Chips losing ground?&nbsp;","text":"Chips losing ground?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/585753813119168","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093269782,"gmtCreate":1643640710734,"gmtModify":1676533839057,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093269782","repostId":"1166659141","repostType":4,"repost":{"id":"1166659141","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643639466,"share":"https://ttm.financial/m/news/1166659141?lang=en_US&edition=fundamental","pubTime":"2022-01-31 22:31","market":"us","language":"en","title":"Dow falls 200 points on the last trading day of January, S&P 500 is set for its worst month since March 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=1166659141","media":"Tiger Newspress","summary":"Stocks were mixed Monday as traders wrapped up what has been a whirlwind of a month.The Dow Jones In","content":"<html><head></head><body><p>Stocks were mixed Monday as traders wrapped up what has been a whirlwind of a month.</p><p>The Dow Jones Industrial Average fell 200 points. The S&amp;P 500 gained 0.1%, but is currently on pace for its worst month since October 2020. The Nasdaq Composite rose 0.9%.</p><p>The moves come after all of the major averages rallied into the close on Friday, after another week of market volatility led by tech stocks. Tech names helped the Nasdaq on Monday, however, which has been wavering over the flat line. Netflix and Spotify each added 4% and 5%, respectively, following an upgrade from Citi. Spotify also took steps over the weekend to address the controversy surrounding its Joe Rogan podcast.</p><p>Tesla shares gained more than 3% following an upgrade of the stock to outperform by Credit Suisse. Other EV makers rose too. Rivian and Lucid added about 2%, and Lordstown Motors jumped 11%.</p><p>January has still been a dismal month for stocks. The S&amp;P 500 is headed for its worst month since the pandemic-spurred market turmoil in March 2020 as investors worry about inflation, supply chain issues and the upcoming rate hikes from the Federal Reserve.</p><p>The 500-stock average is nearing correction territory, down more than 8% from its intraday high earlier this month. The S&amp;P 500 is down 7% in January.</p><p>The Nasdaq Composite, which is roughly 15% off its November record close, is headed for its worst month since October 2008 and the worst first month of the year of all time. The technology-focused average is down 11% in January.</p><p>The Dow, off by about 4% this month, is heading for its worst month since October 2020 and the small-cap benchmark Russell 2000 is in a bear market.</p><p>The major averages experienced violent swings last week, with the Dow moving a gut-wrenching 1,000 points in both directions. The Dow ended the week 1.3% higher. The S&amp;P 500 gained 0.8% last week and the Nasdaq was about flat for the week.</p><p>“This all kind of results in additional market volatility until investors digest this transition period,” said Michael Arone, chief investment strategist at State Street Global Advisors. “On the other side of this, the economy should continue to expand, earnings are pretty good. That’s enough to sustain markets, but I think they’re adjusting to the shift in monetary policy, fiscal policy and earnings.”</p><p>Investors have a big week for economic data and some important earnings reports from some of the market’s biggest tech names, including Alphabet, Starbucks, Meta Platforms, Amazon and more. About one-third of S&amp;P 500 companies have reported fourth-quarter earnings and 77% have beaten Wall Street’s earnings expectations, according to FactSet.</p><p>“Mostly, this week will be all about whether the correction low is already in or whether last Monday’s intra-day low is again challenged and breached,” said Jim Paulsen, Leuthold Group chief investment strategist.  “The longer the S&amp;P stays above last Monday’s low or moves even further away on the upside, the more that calm will return and fundamentals may again start to dominate emotions in driving the market.”</p><p>Friday will see the December nonfarm payrolls report, which the White House warned Friday could be hit by the omicron surge at the end of 2021. Economists surveyed by Dow Jones expect the report to show a gain of just 178,000 with the unemployment rate holding steady at 3.9%.</p><p>There also will be several Federal Reserve speakers Monday, including Richmond Fed President Thomas Barkin, who will appear on CNBC around 3 p.m. ET.</p><p>Last week, the Fed indicated that it is likely to raise interest rates for the first time in more than three years in order to combat historically high inflation. Markets are now pricing in five quarter-percentage-point interest rate hikes in 2022.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow falls 200 points on the last trading day of January, S&P 500 is set for its worst month since March 2020</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\">\nDow falls 200 points on the last trading day of January, S&P 500 is set for its worst month since March 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-31 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks were mixed Monday as traders wrapped up what has been a whirlwind of a month.</p><p>The Dow Jones Industrial Average fell 200 points. The S&amp;P 500 gained 0.1%, but is currently on pace for its worst month since October 2020. The Nasdaq Composite rose 0.9%.</p><p>The moves come after all of the major averages rallied into the close on Friday, after another week of market volatility led by tech stocks. Tech names helped the Nasdaq on Monday, however, which has been wavering over the flat line. Netflix and Spotify each added 4% and 5%, respectively, following an upgrade from Citi. Spotify also took steps over the weekend to address the controversy surrounding its Joe Rogan podcast.</p><p>Tesla shares gained more than 3% following an upgrade of the stock to outperform by Credit Suisse. Other EV makers rose too. Rivian and Lucid added about 2%, and Lordstown Motors jumped 11%.</p><p>January has still been a dismal month for stocks. The S&amp;P 500 is headed for its worst month since the pandemic-spurred market turmoil in March 2020 as investors worry about inflation, supply chain issues and the upcoming rate hikes from the Federal Reserve.</p><p>The 500-stock average is nearing correction territory, down more than 8% from its intraday high earlier this month. The S&amp;P 500 is down 7% in January.</p><p>The Nasdaq Composite, which is roughly 15% off its November record close, is headed for its worst month since October 2008 and the worst first month of the year of all time. The technology-focused average is down 11% in January.</p><p>The Dow, off by about 4% this month, is heading for its worst month since October 2020 and the small-cap benchmark Russell 2000 is in a bear market.</p><p>The major averages experienced violent swings last week, with the Dow moving a gut-wrenching 1,000 points in both directions. The Dow ended the week 1.3% higher. The S&amp;P 500 gained 0.8% last week and the Nasdaq was about flat for the week.</p><p>“This all kind of results in additional market volatility until investors digest this transition period,” said Michael Arone, chief investment strategist at State Street Global Advisors. “On the other side of this, the economy should continue to expand, earnings are pretty good. That’s enough to sustain markets, but I think they’re adjusting to the shift in monetary policy, fiscal policy and earnings.”</p><p>Investors have a big week for economic data and some important earnings reports from some of the market’s biggest tech names, including Alphabet, Starbucks, Meta Platforms, Amazon and more. About one-third of S&amp;P 500 companies have reported fourth-quarter earnings and 77% have beaten Wall Street’s earnings expectations, according to FactSet.</p><p>“Mostly, this week will be all about whether the correction low is already in or whether last Monday’s intra-day low is again challenged and breached,” said Jim Paulsen, Leuthold Group chief investment strategist.  “The longer the S&amp;P stays above last Monday’s low or moves even further away on the upside, the more that calm will return and fundamentals may again start to dominate emotions in driving the market.”</p><p>Friday will see the December nonfarm payrolls report, which the White House warned Friday could be hit by the omicron surge at the end of 2021. Economists surveyed by Dow Jones expect the report to show a gain of just 178,000 with the unemployment rate holding steady at 3.9%.</p><p>There also will be several Federal Reserve speakers Monday, including Richmond Fed President Thomas Barkin, who will appear on CNBC around 3 p.m. ET.</p><p>Last week, the Fed indicated that it is likely to raise interest rates for the first time in more than three years in order to combat historically high inflation. Markets are now pricing in five quarter-percentage-point interest rate hikes in 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166659141","content_text":"Stocks were mixed Monday as traders wrapped up what has been a whirlwind of a month.The Dow Jones Industrial Average fell 200 points. The S&P 500 gained 0.1%, but is currently on pace for its worst month since October 2020. The Nasdaq Composite rose 0.9%.The moves come after all of the major averages rallied into the close on Friday, after another week of market volatility led by tech stocks. Tech names helped the Nasdaq on Monday, however, which has been wavering over the flat line. Netflix and Spotify each added 4% and 5%, respectively, following an upgrade from Citi. Spotify also took steps over the weekend to address the controversy surrounding its Joe Rogan podcast.Tesla shares gained more than 3% following an upgrade of the stock to outperform by Credit Suisse. Other EV makers rose too. Rivian and Lucid added about 2%, and Lordstown Motors jumped 11%.January has still been a dismal month for stocks. The S&P 500 is headed for its worst month since the pandemic-spurred market turmoil in March 2020 as investors worry about inflation, supply chain issues and the upcoming rate hikes from the Federal Reserve.The 500-stock average is nearing correction territory, down more than 8% from its intraday high earlier this month. The S&P 500 is down 7% in January.The Nasdaq Composite, which is roughly 15% off its November record close, is headed for its worst month since October 2008 and the worst first month of the year of all time. The technology-focused average is down 11% in January.The Dow, off by about 4% this month, is heading for its worst month since October 2020 and the small-cap benchmark Russell 2000 is in a bear market.The major averages experienced violent swings last week, with the Dow moving a gut-wrenching 1,000 points in both directions. The Dow ended the week 1.3% higher. The S&P 500 gained 0.8% last week and the Nasdaq was about flat for the week.“This all kind of results in additional market volatility until investors digest this transition period,” said Michael Arone, chief investment strategist at State Street Global Advisors. “On the other side of this, the economy should continue to expand, earnings are pretty good. That’s enough to sustain markets, but I think they’re adjusting to the shift in monetary policy, fiscal policy and earnings.”Investors have a big week for economic data and some important earnings reports from some of the market’s biggest tech names, including Alphabet, Starbucks, Meta Platforms, Amazon and more. About one-third of S&P 500 companies have reported fourth-quarter earnings and 77% have beaten Wall Street’s earnings expectations, according to FactSet.“Mostly, this week will be all about whether the correction low is already in or whether last Monday’s intra-day low is again challenged and breached,” said Jim Paulsen, Leuthold Group chief investment strategist.  “The longer the S&P stays above last Monday’s low or moves even further away on the upside, the more that calm will return and fundamentals may again start to dominate emotions in driving the market.”Friday will see the December nonfarm payrolls report, which the White House warned Friday could be hit by the omicron surge at the end of 2021. Economists surveyed by Dow Jones expect the report to show a gain of just 178,000 with the unemployment rate holding steady at 3.9%.There also will be several Federal Reserve speakers Monday, including Richmond Fed President Thomas Barkin, who will appear on CNBC around 3 p.m. ET.Last week, the Fed indicated that it is likely to raise interest rates for the first time in more than three years in order to combat historically high inflation. Markets are now pricing in five quarter-percentage-point interest rate hikes in 2022.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881436502,"gmtCreate":1631374957006,"gmtModify":1676530537897,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881436502","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","kind":"news","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=en_US&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</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\">\nWhy Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812567249,"gmtCreate":1630595424081,"gmtModify":1676530352564,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812567249","repostId":"1120282798","repostType":4,"isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816522032,"gmtCreate":1630508289126,"gmtModify":1676530325686,"author":{"id":"4088782717346270","authorId":"4088782717346270","name":"banana3441","avatar":"https://static.tigerbbs.com/a910c5331a8af8671a901dc8dcf8396a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088782717346270","idStr":"4088782717346270"},"themes":[],"title":"","htmlText":"Apple heading towards higher high","listText":"Apple heading towards higher high","text":"Apple heading towards higher high","images":[{"img":"https://static.tigerbbs.com/35df84f682fb279f9a0b4ecc8c550b88","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/816522032","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}