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2023-09-04

Dear writer, I hv noticed that so far, all your articles are extremely negative.

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2023-08-17

Dear writer, did you yourself buy???

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2023-07-14

Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.

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2023-09-16

Waiting for Christmas

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2023-09-13

can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.

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2023-06-24

Usually the more you wait, you will see it go higher

2 Hot Growth Stocks Investors Should Avoid

2025-12-31

what is the trading hours for us market on 31 Dec

December 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens

2023-11-13

Share your opinion about this news…

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2025-02-18

Did you buy???

Super Micro Computer: Make Sure You Buy Before Feb 25

2023-11-15

$Sea Ltd(SE)$ Bearish

2023-09-18

Dear sir, all your articles are extremely negative. What is your purpose???

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2023-07-21

If you only consider the risk, then there is no stock that can be bought

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2023-11-22

Did you actually buy the share ??????

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2023-10-22

Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.

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2023-08-15

Very bad advice, did you yourself buy???

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2023-07-12

Rubbish report, go to the dustbin

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2023-06-13

Buy don't sell, then buy for what ???

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2023-06-05

If course don't fear, did you use your own money to buy

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Go to Tiger App to see more news

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is the trading hours for us market on 31 Dec","listText":"what is the trading hours for us market on 31 Dec","text":"what is the trading hours for us market on 31 Dec","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516682987377360","repostId":"1148045703","repostType":2,"repost":{"id":"1148045703","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1767134564,"share":"https://ttm.financial/m/news/1148045703?lang=en_US&edition=fundamental","pubTime":"2025-12-31 06:42","market":"hk","language":"en","title":"December 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens","url":"https://stock-news.laohu8.com/highlight/detail?id=1148045703","media":"Deep News","summary":"Market U.S. stocks closed lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers....","content":"<p>Market\nU.S. stocks closed lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers.\nAmong the top 20 U.S. stocks by trading volume on December 31st, Taiwan Semiconductor Manufacturing (TSMC) began mass production of its 2-nanometer chips.\nPopular U.S.-listed Chinese stocks closed mixed on December 31st; Baidu gained 4.39%, while Vipshop Holdings fell 6.92%.\nOil prices edged lower on Tuesday as the market monitored hopes for Russia-Ukraine peace talks alongside escalating tensions in Yemen.\nSpot gold rose 0.33% to $4,346.98 per ounce.\nEuropean stock markets advanced, with mining shares strengthening ahead of the release of the Federal Reserve's meeting minutes.</p>\n<p>Macro\nThe Federal Reserve's meeting minutes underscored divisions within the central bank, revealing that a majority of officials deemed further interest rate cuts appropriate.\nFollowing the release of the Fed minutes, traders maintained their bets on two interest rate cuts for the coming year.\nThe United States imposed sanctions on organizations in Iran and Venezuela involved in weapons trading.\nThe U.S. has instructed its embassies in the Western Hemisphere to report on crimes linked to large-scale migration.\nEurostar services from London were suspended due to a power supply fault.\nRussia's negotiating stance is hardening as European leaders consult on the situation in Ukraine.</p>\n<p>Corporate\nThe U.S. Department of Justice announced that Disney has agreed to pay a $10 million fine for violating children's privacy.\nElon Musk confirmed that xAI has purchased a third building, with its training computing power expected to approach 2 gigawatts.\nWarner Bros. plans to reject Paramount's acquisition proposal next week.\nA CSX train carrying liquid sulfur derailed near the Kentucky-Tennessee railway.\nA U.S. freight train derailed, causing a fire in a tank car carrying molten sulfur.\nRivian's stock failed to hold above the $20 mark, providing further evidence that its momentum is waning.\nBoeing secured a substantial contract for F-15 fighter jets, related to U.S. military sales to Israel.\nWarren Buffett officially retired; his most favored market indicator reveals a key signal for the current U.S. stock market.\nTesla's website unusually published a pessimistic analyst delivery forecast, anticipating a 15% year-on-year decline.\n2026 Prediction: Apple is expected to reverse the downturn in its artificial intelligence business.\nA system failure at Walmart affected thousands of consumers.</p>\n<p>Commentary\nAnnual AI Review: The top 10 core trends for 2025 and key focus areas for 2026.\nIn 2025, we said goodbye to these well-known brands.\nEU automotive policy tailwinds propelled platinum to its largest monthly gain in 39 years.\nVenture capital firms predict that corporate AI spending will grow in 2026, but the number of partner suppliers will shrink.\nSilver rebounded after experiencing its largest single-day decline in over five years.\nThe U.S. dollar recorded its largest annual decline since 2017 and may weaken further next year.\nU.S. Stock Market: The S&P 500 fell for a third straight day, with major tech stocks showing divergent performance.\nCommodities Summary: Oil prices stabilized, copper recorded its longest winning streak since 2017, and silver prices recovered.\nU.S. Bond Market: Treasury yields closed largely flat, erasing losses seen amid thin trading volumes.\nNew York Forex: The Bloomberg Dollar Spot Index edged higher in quiet year-end trading.\nEuropean Bond Market: German government bond prices fell, while Spanish CPI data supported the European Central Bank's stance of maintaining current policy.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>December 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens</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\">\nDecember 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-31 06:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Market\nU.S. stocks closed lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers.\nAmong the top 20 U.S. stocks by trading volume on December 31st, Taiwan Semiconductor Manufacturing (TSMC) began mass production of its 2-nanometer chips.\nPopular U.S.-listed Chinese stocks closed mixed on December 31st; Baidu gained 4.39%, while Vipshop Holdings fell 6.92%.\nOil prices edged lower on Tuesday as the market monitored hopes for Russia-Ukraine peace talks alongside escalating tensions in Yemen.\nSpot gold rose 0.33% to $4,346.98 per ounce.\nEuropean stock markets advanced, with mining shares strengthening ahead of the release of the Federal Reserve's meeting minutes.</p>\n<p>Macro\nThe Federal Reserve's meeting minutes underscored divisions within the central bank, revealing that a majority of officials deemed further interest rate cuts appropriate.\nFollowing the release of the Fed minutes, traders maintained their bets on two interest rate cuts for the coming year.\nThe United States imposed sanctions on organizations in Iran and Venezuela involved in weapons trading.\nThe U.S. has instructed its embassies in the Western Hemisphere to report on crimes linked to large-scale migration.\nEurostar services from London were suspended due to a power supply fault.\nRussia's negotiating stance is hardening as European leaders consult on the situation in Ukraine.</p>\n<p>Corporate\nThe U.S. Department of Justice announced that Disney has agreed to pay a $10 million fine for violating children's privacy.\nElon Musk confirmed that xAI has purchased a third building, with its training computing power expected to approach 2 gigawatts.\nWarner Bros. plans to reject Paramount's acquisition proposal next week.\nA CSX train carrying liquid sulfur derailed near the Kentucky-Tennessee railway.\nA U.S. freight train derailed, causing a fire in a tank car carrying molten sulfur.\nRivian's stock failed to hold above the $20 mark, providing further evidence that its momentum is waning.\nBoeing secured a substantial contract for F-15 fighter jets, related to U.S. military sales to Israel.\nWarren Buffett officially retired; his most favored market indicator reveals a key signal for the current U.S. stock market.\nTesla's website unusually published a pessimistic analyst delivery forecast, anticipating a 15% year-on-year decline.\n2026 Prediction: Apple is expected to reverse the downturn in its artificial intelligence business.\nA system failure at Walmart affected thousands of consumers.</p>\n<p>Commentary\nAnnual AI Review: The top 10 core trends for 2025 and key focus areas for 2026.\nIn 2025, we said goodbye to these well-known brands.\nEU automotive policy tailwinds propelled platinum to its largest monthly gain in 39 years.\nVenture capital firms predict that corporate AI spending will grow in 2026, but the number of partner suppliers will shrink.\nSilver rebounded after experiencing its largest single-day decline in over five years.\nThe U.S. dollar recorded its largest annual decline since 2017 and may weaken further next year.\nU.S. Stock Market: The S&P 500 fell for a third straight day, with major tech stocks showing divergent performance.\nCommodities Summary: Oil prices stabilized, copper recorded its longest winning streak since 2017, and silver prices recovered.\nU.S. Bond Market: Treasury yields closed largely flat, erasing losses seen amid thin trading volumes.\nNew York Forex: The Bloomberg Dollar Spot Index edged higher in quiet year-end trading.\nEuropean Bond Market: German government bond prices fell, while Spanish CPI data supported the European Central Bank's stance of maintaining current policy.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4605":"半导体精选","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TSLA":"特斯拉","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4527":"明星科技股","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4526":"热门中概股","LU1211504680.USD":"ALLIANZ 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lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers.\nAmong the top 20 U.S. stocks by trading volume on December 31st, Taiwan Semiconductor Manufacturing (TSMC) began mass production of its 2-nanometer chips.\nPopular U.S.-listed Chinese stocks closed mixed on December 31st; Baidu gained 4.39%, while Vipshop Holdings fell 6.92%.\nOil prices edged lower on Tuesday as the market monitored hopes for Russia-Ukraine peace talks alongside escalating tensions in Yemen.\nSpot gold rose 0.33% to $4,346.98 per ounce.\nEuropean stock markets advanced, with mining shares strengthening ahead of the release of the Federal Reserve's meeting minutes.\nMacro\nThe Federal Reserve's meeting minutes underscored divisions within the central bank, revealing that a majority of officials deemed further interest rate cuts appropriate.\nFollowing the release of the Fed minutes, traders maintained their bets on two interest rate cuts for the coming year.\nThe United States imposed sanctions on organizations in Iran and Venezuela involved in weapons trading.\nThe U.S. has instructed its embassies in the Western Hemisphere to report on crimes linked to large-scale migration.\nEurostar services from London were suspended due to a power supply fault.\nRussia's negotiating stance is hardening as European leaders consult on the situation in Ukraine.\nCorporate\nThe U.S. Department of Justice announced that Disney has agreed to pay a $10 million fine for violating children's privacy.\nElon Musk confirmed that xAI has purchased a third building, with its training computing power expected to approach 2 gigawatts.\nWarner Bros. plans to reject Paramount's acquisition proposal next week.\nA CSX train carrying liquid sulfur derailed near the Kentucky-Tennessee railway.\nA U.S. freight train derailed, causing a fire in a tank car carrying molten sulfur.\nRivian's stock failed to hold above the $20 mark, providing further evidence that its momentum is waning.\nBoeing secured a substantial contract for F-15 fighter jets, related to U.S. military sales to Israel.\nWarren Buffett officially retired; his most favored market indicator reveals a key signal for the current U.S. stock market.\nTesla's website unusually published a pessimistic analyst delivery forecast, anticipating a 15% year-on-year decline.\n2026 Prediction: Apple is expected to reverse the downturn in its artificial intelligence business.\nA system failure at Walmart affected thousands of consumers.\nCommentary\nAnnual AI Review: The top 10 core trends for 2025 and key focus areas for 2026.\nIn 2025, we said goodbye to these well-known brands.\nEU automotive policy tailwinds propelled platinum to its largest monthly gain in 39 years.\nVenture capital firms predict that corporate AI spending will grow in 2026, but the number of partner suppliers will shrink.\nSilver rebounded after experiencing its largest single-day decline in over five years.\nThe U.S. dollar recorded its largest annual decline since 2017 and may weaken further next year.\nU.S. Stock Market: The S&P 500 fell for a third straight day, with major tech stocks showing divergent performance.\nCommodities Summary: Oil prices stabilized, copper recorded its longest winning streak since 2017, and silver prices recovered.\nU.S. Bond Market: Treasury yields closed largely flat, erasing losses seen amid thin trading volumes.\nNew York Forex: The Bloomberg Dollar Spot Index edged higher in quiet year-end trading.\nEuropean Bond Market: German government bond prices fell, while Spanish CPI data supported the European Central Bank's stance of maintaining current policy.","news_type":1,"symbols_score_info":{"AAPL":1,"TSLA":1,"03145":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404858930438800,"gmtCreate":1739863436144,"gmtModify":1739863439173,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Did you buy???","listText":"Did you buy???","text":"Did you buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404858930438800","repostId":"1190014821","repostType":4,"repost":{"id":"1190014821","kind":"news","pubTimestamp":1739859873,"share":"https://ttm.financial/m/news/1190014821?lang=en_US&edition=fundamental","pubTime":"2025-02-18 14:24","market":"us","language":"en","title":"Super Micro Computer: Make Sure You Buy Before Feb 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1190014821","media":"Seeking Alpha","summary":"SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind ","content":"<html><head></head><body><h2 id=\"id_1240840054\">Summary</h2><ul style=\"\"><li><p>SMCI missed revenue estimates for the Dec&#39;24 quarter and also revenue guidance estimates for Mar&#39;25 and FY25. But I am bullish due to a 65% growth outlook for FY26.</p></li><li><p>Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent.</p></li><li><p>Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a ~30% premium to those averages currently, but this is justified given &gt;60% YoY growth ahead.</p></li><li><p>Relative technicals on SMCI vs SPX500 show bullish strength ahead as the buyers react strongly off a key support level.</p></li><li><p>Management has unequivocally assured investors that they would meet the 25 Feb &#39;25 deadline to catch up on delayed filings. There are also no changes to previously reported financials. I think this is lifting an overhang on the stock. It seems opportune to buy before 25 Feb.</p></li></ul><h2 id=\"id_1273664075\">Performance Assessment</h2><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> has significantly outperformed the S&amp;P500 since my last update on the stock:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e13bf18a3fbf6206d6033470fc684b93\" alt=\"Performance since Author&#39;s Last Article on SMCI\" title=\"Performance since Author&#39;s Last Article on SMCI\" tg-width=\"347\" tg-height=\"529\"/><span>Performance since Author&#39;s Last Article on SMCI</span></p><p style=\"text-align: left;\"><strong>Performance since Author&#39;s Last Article on SMCI (Seeking Alpha, Author&#39;s Last Analysis on SMCI)</strong></p><p>As I had not rated it a &#39;Buy&#39;, this has been a missed opportunity for alpha generation.</p><h2 id=\"id_2422297892\">Thesis</h2><p>Although SMCI is still behind in filing for audited quarterly results for the past 2 quarters now, the company shared its preliminary Q2 FY &#39;25 results and outlook this week. I have a bullish stance after reviewing these updates:</p><ol start=\"1\" style=\"\"><li><p>Revenue outlook is very encouraging</p></li><li><p>Margin erosion is a headwind, but there are positive catalysts ahead</p></li><li><p>Valuations have corrected sharply closer to longer-term averages</p></li><li><p>Relative technicals show bullish strength at a key support level</p></li><li><p>Assurances of delivering on delayed filings can lift an overhang on the stock</p></li></ol><h2 id=\"id_2624082575\">Revenue outlook is very encouraging</h2><p>SMCI&#39;s Q2 FY &#39;25 results missed consensus expectations. The $5.5 billion revenues outlook for the Q3 FY &#39;25 Mar &#39;25 quarter also fell short of Wall St estimates by 7.6%:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b41540cdf1279b74d9316363c62663f7\" alt=\"Revenue Guidance Surprise vs Consensus (Capital IQ, Author&#39;s Analysis)\" title=\"Revenue Guidance Surprise vs Consensus (Capital IQ, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"256\"/><span>Revenue Guidance Surprise vs Consensus (Capital IQ, Author&#39;s Analysis)</span></p><p>Looking out one more quarter for the full FY &#39;25 expectations, management reduced their revenue guidance expectations from $26-30 billion to $23.5-$25 billion.</p><p>Despite these disappointments, I lean bullish on the company&#39;s revenues outlook, encouraged by management&#39;s FY &#39;26 (Jun &#39;26 quarter) guidance for $40 billion in sales, corresponding to an almost 65% YoY growth from expected FY &#39;25 figures:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d510c96275ddc005d61b937ae7e1335\" alt=\"TTM Revenues (USD mn) (Company Filings, Author&#39;s Analysis)\" title=\"TTM Revenues (USD mn) (Company Filings, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"353\"/><span>TTM Revenues (USD mn) (Company Filings, Author&#39;s Analysis)</span></p><p><em>In the chart above, the Mar &#39;25, FY &#39;25e and FY &#39;26e numbers are based on management&#39;s guided figures.</em></p><p>The key driver of this growth is increased adoption of SMCI&#39;s direct liquid cooling solutions (DLC) as they are installed in new data centers. SMCI&#39;s value proposition here is in providing its customers with up to 40% lower total cost of ownership.</p><blockquote><p>Super Micro is the disrupted leader in driving industry-wide adoption of DLC technology, which reduced customers&#39; OpEx and achieve green computing. We expect more than 30% of new data centers worldwide to adopt liquid cooling infrastructure within the next 12 months, driven by the rapid and continual growth of AI… The true value of Data Center Building Block Solution is to save power, reduce space and decrease water consumption, resulting in up to 40% lower TCO for our customers according to our detailed calculation.</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>The reason for a growth tick up in FY &#39;26 is that the company needs to first sort through some backlog that is facing supply-side constraints. Also, many customers are yet to complete their data centers for DLC installation:</p><blockquote><p>While most of the key components are ramping at a full speed, it will take some time to fulfill our current AI solution backlog… Some customers also need more time to finish their DLC data center buildout. At the same time, we see strong new demands by keeping coming from enterprise CSPs [cloud service providers] serving entity and hyperscale…</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>What encourages me the most is the fact that management believes the $40 billion 65% YoY growth in FY &#39;26 is a conservative estimation, with ample upside potential at current production capacities as evidenced by low utilization rates:</p><blockquote><p>So the coming year, fiscal &#39;26 at this moment, we believe at least we will grow 65% at least. So that&#39;s, I believe, a very conservative estimation. And the past in production capacity, I mean, U.S.A. now our utilization rate only about 55%, Taiwan utilization rate only about 60%, Malaysia utilization rate is still about 1% only. So there are lots of room to grow for us.</p><p>- CEO Charles Liang in Q2 FY &#39;25 call</p></blockquote><p>A very fair question to ask is whether management&#39;s narrative is believable. I am willing to bet that it is because the company generally has a good track record in beating guidance expectations as seen in an earlier chart above. I suspect that the last 3 quarters are an anomaly. Given SMCI&#39;s ~30% market leadership in DLCs and high data center capex spending signals from major technology giants (Microsoft (MSFT), Google (GOOGL), Amazon (AMZN) and especially Meta (META)), I think the revenue outlook is very encouraging.</p><h2 id=\"id_1987518708\">Margin erosion is a headwind, but there are positive catalysts ahead</h2><p>SMCI&#39;s gross profit margins have been on a declining trend. The Mar &#39;25 quarter&#39;s guidance of 12% does not change this fact:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7be10b2a3dfadc0bc7e852994544e795\" alt=\"Gross profit margin (Company Filings, Author&#39;s Analysis)\" title=\"Gross profit margin (Company Filings, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"235\"/><span>Gross profit margin (Company Filings, Author&#39;s Analysis)</span></p><p><em>The numbers above have restated Q4 FY &#39;24 (Jun &#39;24) financials which had increased inventory charge of $45 million due to a market value decline of some inventory on non-cancellable purchase orders.</em></p><p>Management attributes this ongoing margin pressure to a suite of factors:</p><blockquote><p>Margin was temporarily under pressure due to the 10K delay disruption, the new product R&amp;D investment and customer and product mix</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>I am a bit skeptical about whether these effects are as temporary as the CEO indicates. According to Liang, the introduction of a new product (NVIDIA&#39;s (NVDA) Blackwell chips) would be a margin lever for SMCI:</p><blockquote><p>For sure, <strong>when product becomes mature</strong>, like H100, H200, then we had to <strong>face price competition strongly</strong>. But for Blackwell, doesn&#39;t matter GB200 or B200, for sure, <strong>whenever they are new product, our margin will become much better</strong>.</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call, Author&#39;s bolded highlights</p></blockquote><p>But note how a mature product seems to face strong price competition. So this makes me wonder if the margin ticks up coinciding with new product introductions is the actual temporary phenomenon. In any case, whilst I acknowledge the positive catalysts for margin expansion, I think the longevity of the effects arising from the new products catalyst is something to monitor.</p><h2 id=\"id_3358859331\">Valuations have corrected sharply closer to longer-term averages</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/441a4a1efcd2b87919c1f3cfdaf7f094\" alt=\"1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author&#39;s Analysis)\" title=\"1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"461\"/><span>1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author&#39;s Analysis)</span></p><p>SMCI is trading at a 1-yr fwd PE of 16.15x vs the longer term median average of 12.50x. This is a 29.2% premium. However, I think this premium is well justified given the much higher &gt;60% YoY revenue growth outlook; something that was not present in much of the 2013 - 2022 time period in which the stock traded near 12.50x.</p><h2 id=\"id_571471160\">Relative technicals show bullish strength at a key support level</h2><p><em>If this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do. All my charts reflect total shareholder return as they are adjusted for dividends/distributions.</em></p><h3 id=\"id_1704397086\">Relative Read of SMCI vs SPX500</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fe8eefba80d4b4cd55f5a512089c8de\" alt=\"SMCI vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)\" title=\"SMCI vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"401\"/><span>SMCI vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)</span></p><p>SMCI vs SPX500 is bouncing hard off a key monthly support level with good engulfing bullish strength. Hence, I anticipate the upward momentum to continue. There is a seller supply area ahead at which there may be more reason for caution based on the technical charts. But for the next quarter or so, it looks like the odds favor the buys.</p><h2 id=\"id_2162540942\">Assurances of delivering on delayed filings can lift an overhang on the stock</h2><p>In my last article on SMCI, I lacked some confidence on whether SMCI would be able to meet the 25 Feb &#39;25 deadline to catch up on its late filings. But that has changed now as management stated rather unequivocally that they would be able to catch up on all filings by the deadline:</p><blockquote><p>we are confident that our fiscal year &#39;24 Form 10-K and the first 2 quarters of fiscal year &#39;25 Form 10-Q will be filed by February 25 this year - CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>Also encouraging is the reconfirmation that previously issued financial statements do not require any restatement. I think this quells some of the concerns about the accuracy of past financial disclosures.</p><p>Overall, I think the market is starting to clear its doubts on SMCI, which may be why the stock has rallied strongly over the past couple of weeks. I look forward to reviewing the full financials on 25 Feb. One particular number I will be tracking is the remaining performance obligations, which is an indicator of revenue backlog. I think this may provide more color and hopefully confidence on management&#39;s ability to hit at least $40 billion in revenues in FY &#39;26.</p><h2 id=\"id_1684485889\">Takeaway &amp; Positioning</h2><p>I have missed an opportunity to capture the alpha run on SMCI over the last couple of weeks. But after reviewing the company&#39;s Q2 FY &#39;25 preliminary update, I think there is still ample time to get in on the buys again.</p><p>Although the company missed revenue estimates for Q2 FY &#39;25 and also fell short of consensus expectations on Q3 FY &#39;25 and FY &#39;25 guidances, I am encouraged by a strong 65% YoY growth guidance for FY &#39;26 that would be enabled by higher direct liquid cooling (DLC) uptake by key data center clients.</p><p>On the gross margin side, I note that there has been a steady erosion that management has attributed to a wide variety of factors. Whilst I acknowledge that DLC usage in NVIDIA&#39;s Blackwell chips may be a catalyst for margin expansion, I have doubts on whether such a bump up would be sustainable or temporary.</p><p>SMCI&#39;s valuations have corrected sharply and are now trading at an almost 30% premium to its longer-term averages, which I deem to be rather acceptable given the much higher &gt;60% YoY growth outlook ahead. The relative technicals vs S&amp;P500 also paint bullish tones, as the stock has rallied hard recently, potentially in response to dwindling concerns on SMCI&#39;s ability to catch up on its late filings.</p><p>I suspect that the full financial disclosures on FY &#39;25 will confirm the bullish story on SMCI. So the opportune time to get in on the stock would be before that.</p><p><strong>Rating: &#39;Buy&#39;</strong></p><h3 id=\"id_3571139679\">How to interpret Hunting Alpha&#39;s ratings:</h3><p><strong>Strong Buy:</strong> Expect the company to outperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence. I also have a net long position in the security in my personal portfolio.</p><p><strong>Buy:</strong> Expect the company to outperform the S&amp;P500 on a total shareholder return basis.</p><p><strong>Neutral/hold:</strong> Expect the company to perform in-line with the S&amp;P500 on a total shareholder return basis</p><p><strong>Sell:</strong> Expect the company to underperform the S&amp;P500 on a total shareholder return basis</p><p>Strong Sell: Expect the company to underperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence</p><p>The typical time-horizon for my views is multiple quarters to more than a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Make Sure You Buy Before Feb 25</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\">\nSuper Micro Computer: Make Sure You Buy Before Feb 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-18 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind ...</p>\n\n<a href=\"https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190014821","content_text":"SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent.Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a ~30% premium to those averages currently, but this is justified given >60% YoY growth ahead.Relative technicals on SMCI vs SPX500 show bullish strength ahead as the buyers react strongly off a key support level.Management has unequivocally assured investors that they would meet the 25 Feb '25 deadline to catch up on delayed filings. There are also no changes to previously reported financials. I think this is lifting an overhang on the stock. It seems opportune to buy before 25 Feb.Performance AssessmentSuper Micro Computer has significantly outperformed the S&P500 since my last update on the stock:Performance since Author's Last Article on SMCIPerformance since Author's Last Article on SMCI (Seeking Alpha, Author's Last Analysis on SMCI)As I had not rated it a 'Buy', this has been a missed opportunity for alpha generation.ThesisAlthough SMCI is still behind in filing for audited quarterly results for the past 2 quarters now, the company shared its preliminary Q2 FY '25 results and outlook this week. I have a bullish stance after reviewing these updates:Revenue outlook is very encouragingMargin erosion is a headwind, but there are positive catalysts aheadValuations have corrected sharply closer to longer-term averagesRelative technicals show bullish strength at a key support levelAssurances of delivering on delayed filings can lift an overhang on the stockRevenue outlook is very encouragingSMCI's Q2 FY '25 results missed consensus expectations. The $5.5 billion revenues outlook for the Q3 FY '25 Mar '25 quarter also fell short of Wall St estimates by 7.6%:Revenue Guidance Surprise vs Consensus (Capital IQ, Author's Analysis)Looking out one more quarter for the full FY '25 expectations, management reduced their revenue guidance expectations from $26-30 billion to $23.5-$25 billion.Despite these disappointments, I lean bullish on the company's revenues outlook, encouraged by management's FY '26 (Jun '26 quarter) guidance for $40 billion in sales, corresponding to an almost 65% YoY growth from expected FY '25 figures:TTM Revenues (USD mn) (Company Filings, Author's Analysis)In the chart above, the Mar '25, FY '25e and FY '26e numbers are based on management's guided figures.The key driver of this growth is increased adoption of SMCI's direct liquid cooling solutions (DLC) as they are installed in new data centers. SMCI's value proposition here is in providing its customers with up to 40% lower total cost of ownership.Super Micro is the disrupted leader in driving industry-wide adoption of DLC technology, which reduced customers' OpEx and achieve green computing. We expect more than 30% of new data centers worldwide to adopt liquid cooling infrastructure within the next 12 months, driven by the rapid and continual growth of AI… The true value of Data Center Building Block Solution is to save power, reduce space and decrease water consumption, resulting in up to 40% lower TCO for our customers according to our detailed calculation.- CEO Charles Liang in the Q2 FY '25 callThe reason for a growth tick up in FY '26 is that the company needs to first sort through some backlog that is facing supply-side constraints. Also, many customers are yet to complete their data centers for DLC installation:While most of the key components are ramping at a full speed, it will take some time to fulfill our current AI solution backlog… Some customers also need more time to finish their DLC data center buildout. At the same time, we see strong new demands by keeping coming from enterprise CSPs [cloud service providers] serving entity and hyperscale…- CEO Charles Liang in the Q2 FY '25 callWhat encourages me the most is the fact that management believes the $40 billion 65% YoY growth in FY '26 is a conservative estimation, with ample upside potential at current production capacities as evidenced by low utilization rates:So the coming year, fiscal '26 at this moment, we believe at least we will grow 65% at least. So that's, I believe, a very conservative estimation. And the past in production capacity, I mean, U.S.A. now our utilization rate only about 55%, Taiwan utilization rate only about 60%, Malaysia utilization rate is still about 1% only. So there are lots of room to grow for us.- CEO Charles Liang in Q2 FY '25 callA very fair question to ask is whether management's narrative is believable. I am willing to bet that it is because the company generally has a good track record in beating guidance expectations as seen in an earlier chart above. I suspect that the last 3 quarters are an anomaly. Given SMCI's ~30% market leadership in DLCs and high data center capex spending signals from major technology giants (Microsoft (MSFT), Google (GOOGL), Amazon (AMZN) and especially Meta (META)), I think the revenue outlook is very encouraging.Margin erosion is a headwind, but there are positive catalysts aheadSMCI's gross profit margins have been on a declining trend. The Mar '25 quarter's guidance of 12% does not change this fact:Gross profit margin (Company Filings, Author's Analysis)The numbers above have restated Q4 FY '24 (Jun '24) financials which had increased inventory charge of $45 million due to a market value decline of some inventory on non-cancellable purchase orders.Management attributes this ongoing margin pressure to a suite of factors:Margin was temporarily under pressure due to the 10K delay disruption, the new product R&D investment and customer and product mix- CEO Charles Liang in the Q2 FY '25 callI am a bit skeptical about whether these effects are as temporary as the CEO indicates. According to Liang, the introduction of a new product (NVIDIA's (NVDA) Blackwell chips) would be a margin lever for SMCI:For sure, when product becomes mature, like H100, H200, then we had to face price competition strongly. But for Blackwell, doesn't matter GB200 or B200, for sure, whenever they are new product, our margin will become much better.- CEO Charles Liang in the Q2 FY '25 call, Author's bolded highlightsBut note how a mature product seems to face strong price competition. So this makes me wonder if the margin ticks up coinciding with new product introductions is the actual temporary phenomenon. In any case, whilst I acknowledge the positive catalysts for margin expansion, I think the longevity of the effects arising from the new products catalyst is something to monitor.Valuations have corrected sharply closer to longer-term averages1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author's Analysis)SMCI is trading at a 1-yr fwd PE of 16.15x vs the longer term median average of 12.50x. This is a 29.2% premium. However, I think this premium is well justified given the much higher >60% YoY revenue growth outlook; something that was not present in much of the 2013 - 2022 time period in which the stock traded near 12.50x.Relative technicals show bullish strength at a key support levelIf this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do. All my charts reflect total shareholder return as they are adjusted for dividends/distributions.Relative Read of SMCI vs SPX500SMCI vs SPX500 Technical Analysis (TradingView, Author's Analysis)SMCI vs SPX500 is bouncing hard off a key monthly support level with good engulfing bullish strength. Hence, I anticipate the upward momentum to continue. There is a seller supply area ahead at which there may be more reason for caution based on the technical charts. But for the next quarter or so, it looks like the odds favor the buys.Assurances of delivering on delayed filings can lift an overhang on the stockIn my last article on SMCI, I lacked some confidence on whether SMCI would be able to meet the 25 Feb '25 deadline to catch up on its late filings. But that has changed now as management stated rather unequivocally that they would be able to catch up on all filings by the deadline:we are confident that our fiscal year '24 Form 10-K and the first 2 quarters of fiscal year '25 Form 10-Q will be filed by February 25 this year - CEO Charles Liang in the Q2 FY '25 callAlso encouraging is the reconfirmation that previously issued financial statements do not require any restatement. I think this quells some of the concerns about the accuracy of past financial disclosures.Overall, I think the market is starting to clear its doubts on SMCI, which may be why the stock has rallied strongly over the past couple of weeks. I look forward to reviewing the full financials on 25 Feb. One particular number I will be tracking is the remaining performance obligations, which is an indicator of revenue backlog. I think this may provide more color and hopefully confidence on management's ability to hit at least $40 billion in revenues in FY '26.Takeaway & PositioningI have missed an opportunity to capture the alpha run on SMCI over the last couple of weeks. But after reviewing the company's Q2 FY '25 preliminary update, I think there is still ample time to get in on the buys again.Although the company missed revenue estimates for Q2 FY '25 and also fell short of consensus expectations on Q3 FY '25 and FY '25 guidances, I am encouraged by a strong 65% YoY growth guidance for FY '26 that would be enabled by higher direct liquid cooling (DLC) uptake by key data center clients.On the gross margin side, I note that there has been a steady erosion that management has attributed to a wide variety of factors. Whilst I acknowledge that DLC usage in NVIDIA's Blackwell chips may be a catalyst for margin expansion, I have doubts on whether such a bump up would be sustainable or temporary.SMCI's valuations have corrected sharply and are now trading at an almost 30% premium to its longer-term averages, which I deem to be rather acceptable given the much higher >60% YoY growth outlook ahead. The relative technicals vs S&P500 also paint bullish tones, as the stock has rallied hard recently, potentially in response to dwindling concerns on SMCI's ability to catch up on its late filings.I suspect that the full financial disclosures on FY '25 will confirm the bullish story on SMCI. So the opportune time to get in on the stock would be before that.Rating: 'Buy'How to interpret Hunting Alpha's ratings:Strong Buy: Expect the company to outperform the S&P500 on a total shareholder return basis, with higher than usual confidence. I also have a net long position in the security in my personal portfolio.Buy: Expect the company to outperform the S&P500 on a total shareholder return basis.Neutral/hold: Expect the company to perform in-line with the S&P500 on a total shareholder return basisSell: Expect the company to underperform the S&P500 on a total shareholder return basisStrong Sell: Expect the company to underperform the S&P500 on a total shareholder return basis, with higher than usual confidenceThe typical time-horizon for my views is multiple quarters to more than a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244251025100800,"gmtCreate":1700655628645,"gmtModify":1700655633343,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Did you actually buy the share ??????","listText":"Did you actually buy the share ??????","text":"Did you actually buy the share ??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244251025100800","repostId":"2385524523","repostType":2,"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241711053193304,"gmtCreate":1700036295645,"gmtModify":1700036298944,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Bearish","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Bearish","text":"$Sea Ltd(SE)$ Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241711053193304","isVote":1,"tweetType":1,"viewCount":3123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240922065416288,"gmtCreate":1699837826426,"gmtModify":1699837830958,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240922065416288","repostId":"2383250087","repostType":2,"isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233211447783480,"gmtCreate":1697964954021,"gmtModify":1697964958691,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.","listText":"Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.","text":"Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233211447783480","repostId":"2377785784","repostType":2,"isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221163205767216,"gmtCreate":1695016318046,"gmtModify":1695016322341,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Dear sir, all your articles are extremely negative. What is your purpose???","listText":"Dear sir, all your articles are extremely negative. What is your purpose???","text":"Dear sir, all your articles are extremely negative. What is your purpose???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221163205767216","repostId":"2368989014","repostType":2,"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220524974116960,"gmtCreate":1694860502005,"gmtModify":1694860506144,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Waiting for Christmas&nbsp;","listText":"Waiting for Christmas&nbsp;","text":"Waiting for Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220524974116960","repostId":"2367285643","repostType":4,"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219466358464536,"gmtCreate":1694599881095,"gmtModify":1694599891947,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.&nbsp;","listText":"can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.&nbsp;","text":"can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219466358464536","repostId":"2366311286","repostType":2,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216377545191592,"gmtCreate":1693826548890,"gmtModify":1693826553711,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Dear writer, I hv noticed that so far, all your articles are extremely negative.","listText":"Dear writer, I hv noticed that so far, all your articles are extremely negative.","text":"Dear writer, I hv noticed that so far, all your articles are extremely negative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216377545191592","repostId":"2364379698","repostType":2,"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209706692722712,"gmtCreate":1692237867909,"gmtModify":1692237872877,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Dear writer, did you yourself buy???","listText":"Dear writer, did you yourself buy???","text":"Dear writer, did you yourself buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209706692722712","repostId":"2359173728","repostType":4,"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209170058526776,"gmtCreate":1692103726878,"gmtModify":1692103734642,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Very bad advice, did you yourself buy???","listText":"Very bad advice, did you yourself buy???","text":"Very bad advice, did you yourself buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209170058526776","repostId":"2359073891","repostType":2,"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200226579378416,"gmtCreate":1689917816847,"gmtModify":1689917821012,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"If you only consider the risk, then there is no stock that can be bought&nbsp;","listText":"If you only consider the risk, then there is no stock that can be bought&nbsp;","text":"If you only consider the risk, then there is no stock that can be bought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200226579378416","repostId":"2352041065","repostType":2,"isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197832221515856,"gmtCreate":1689333057486,"gmtModify":1689333062210,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.","listText":"Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.","text":"Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197832221515856","repostId":"2351051434","repostType":2,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197130749452424,"gmtCreate":1689167780922,"gmtModify":1689168095761,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Rubbish report, go to the dustbin&nbsp;","listText":"Rubbish report, go to the dustbin&nbsp;","text":"Rubbish report, go to the dustbin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197130749452424","repostId":"2350150577","repostType":2,"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190738238341344,"gmtCreate":1687592624370,"gmtModify":1687593908114,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Usually the more you wait, you will see it go higher","listText":"Usually the more you wait, you will see it go higher","text":"Usually the more you wait, you will see it go higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190738238341344","repostId":"2345721975","repostType":2,"repost":{"id":"2345721975","kind":"highlight","pubTimestamp":1687572343,"share":"https://ttm.financial/m/news/2345721975?lang=en_US&edition=fundamental","pubTime":"2023-06-24 10:05","market":"us","language":"en","title":"2 Hot Growth Stocks Investors Should Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2345721975","media":"Motley Fool","summary":"With Tesla and Nvidia stock seeing triple-digit gains in the first half of 2023, investors should approach these names cautiously.","content":"<div>\n<p>This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Hot Growth Stocks Investors Should Avoid</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\">\n2 Hot Growth Stocks Investors Should Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-24 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345721975","content_text":"This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq Composite's strong momentum this year could take a breather for a while, one thing is likely: The index's 29% year-to-date rally has likely led to some stocks getting ahead of themselves.There are certainly some Nasdaq-traded growth stocks looking stretched. Indeed, two of the most popular stocks of 2023 -- Tesla and Nvidia -- may have risen to the point that it may be wise to avoid them.Electric car maker Tesla and graphics chip maker Nvidia have seen their stocks soar about 113% and 195% year to date respectively, leaving their valuations appearing stretched. This has led analysts to share some words of caution regarding both stocks this week. It may be worth investors' time to listen to what they have to say.Valuation mattersMorgan Stanley analyst Adam Jonas said in a note to investors on Thursday morning that the market's rosy expectations, fueled by a growing appreciation for artificial intelligence (AI), have driven Tesla stock to levels that make it no longer attractive. However, the analyst doesn't think it's time to sell. He changed his rating on the stock from overweight to equal weight -- a rating that is similar to a hold rating.This followed Barclays analyst Dan Levy's move on Wednesday to downgrade Tesla stock from buy to hold. Despite increasing his 12-month price target from $220 to $260, the stock's strong appreciation this year still makes shares a hold instead of a buy at their current level, Levy argues.Noting that Tesla has had to cut prices of its vehicles this year to drive its sales growth, Levy believes the market's bullish view for the stock may risk underappreciating the company's near-term challenges. Like Jonas, Levy also thinks the market's optimism for AI has become too exuberant. Sure, recent progress in artificial intelligence may increase the odds of Tesla rolling out autonomous driving technology in the coming years. But the market's optimism about this side of the automaker's business may simply be too great.Regarding Nvidia, Lynx analysts KC Rajkumar and Jahanara Nissar said they think the market's expectations for data center sales next year are far too high. The market's euphoric expectations for AI's effect on companies like Nvidia have made them bearish on the stock.It's OK to watch from the sidelinesInvestors should tread carefully when it comes to the difference between appreciating a powerful tailwind like AI and becoming overly optimistic about it. Investors should carefully consider both the positive effects of AI and the risks of market expectations becoming too high. Given Tesla and Nvidia stocks' sky-high valuations, the risks for investors are particularly high over the long term. It's extremely difficult to predict technological winners, let alone how that technology will translate to profits over the long haul.Fortunately, investors don't have to invest in the most hyped stocks of 2023. With Tesla and Nvidia boasting market caps of about $830 billion and $1.1 trillion and their price-to-earnings ratios sitting at 75 and 223, respectively, these stocks may be priced for perfection. With valuations like this, it may be a good time for investors to fish elsewhere, looking for underappreciated and overlooked investments instead.Remember: It's OK to watch from the sidelines. When valuations of particular stocks become questionable, there's no reason investors should feel like they have to participate.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186888897245336,"gmtCreate":1686666605878,"gmtModify":1686668172260,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"Buy don't sell, then buy for what ???&nbsp;","listText":"Buy don't sell, then buy for what ???&nbsp;","text":"Buy don't sell, then buy for what ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186888897245336","repostId":"2339932022","repostType":2,"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183970501087384,"gmtCreate":1685936001634,"gmtModify":1685939594324,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090664830008420","idStr":"4090664830008420"},"themes":[],"htmlText":"If course don't fear, did you use your own money to buy","listText":"If course don't fear, did you use your own money to buy","text":"If course don't fear, did you use your own money to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183970501087384","repostId":"2340029708","repostType":2,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":216377545191592,"gmtCreate":1693826548890,"gmtModify":1693826553711,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Dear writer, I hv noticed that so far, all your articles are extremely negative.","listText":"Dear writer, I hv noticed that so far, all your articles are extremely negative.","text":"Dear writer, I hv noticed that so far, all your articles are extremely negative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216377545191592","repostId":"2364379698","repostType":2,"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209706692722712,"gmtCreate":1692237867909,"gmtModify":1692237872877,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Dear writer, did you yourself buy???","listText":"Dear writer, did you yourself buy???","text":"Dear writer, did you yourself buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209706692722712","repostId":"2359173728","repostType":4,"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197832221515856,"gmtCreate":1689333057486,"gmtModify":1689333062210,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.","listText":"Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.","text":"Seeking alpha should publish the name of the author so that readers can differentiate what are the more trustworthy articles and those that are a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197832221515856","repostId":"2351051434","repostType":2,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220524974116960,"gmtCreate":1694860502005,"gmtModify":1694860506144,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Waiting for Christmas&nbsp;","listText":"Waiting for Christmas&nbsp;","text":"Waiting for Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220524974116960","repostId":"2367285643","repostType":4,"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219466358464536,"gmtCreate":1694599881095,"gmtModify":1694599891947,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.&nbsp;","listText":"can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.&nbsp;","text":"can the writer pls leave your name. I seen conflicting articles on Microsoft from the same source which is investor place. It is very confusing if it is written by the same person.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219466358464536","repostId":"2366311286","repostType":2,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190738238341344,"gmtCreate":1687592624370,"gmtModify":1687593908114,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Usually the more you wait, you will see it go higher","listText":"Usually the more you wait, you will see it go higher","text":"Usually the more you wait, you will see it go higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190738238341344","repostId":"2345721975","repostType":2,"repost":{"id":"2345721975","kind":"highlight","pubTimestamp":1687572343,"share":"https://ttm.financial/m/news/2345721975?lang=en_US&edition=fundamental","pubTime":"2023-06-24 10:05","market":"us","language":"en","title":"2 Hot Growth Stocks Investors Should Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2345721975","media":"Motley Fool","summary":"With Tesla and Nvidia stock seeing triple-digit gains in the first half of 2023, investors should approach these names cautiously.","content":"<div>\n<p>This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Hot Growth Stocks Investors Should Avoid</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\">\n2 Hot Growth Stocks Investors Should Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-24 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345721975","content_text":"This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq Composite's strong momentum this year could take a breather for a while, one thing is likely: The index's 29% year-to-date rally has likely led to some stocks getting ahead of themselves.There are certainly some Nasdaq-traded growth stocks looking stretched. Indeed, two of the most popular stocks of 2023 -- Tesla and Nvidia -- may have risen to the point that it may be wise to avoid them.Electric car maker Tesla and graphics chip maker Nvidia have seen their stocks soar about 113% and 195% year to date respectively, leaving their valuations appearing stretched. This has led analysts to share some words of caution regarding both stocks this week. It may be worth investors' time to listen to what they have to say.Valuation mattersMorgan Stanley analyst Adam Jonas said in a note to investors on Thursday morning that the market's rosy expectations, fueled by a growing appreciation for artificial intelligence (AI), have driven Tesla stock to levels that make it no longer attractive. However, the analyst doesn't think it's time to sell. He changed his rating on the stock from overweight to equal weight -- a rating that is similar to a hold rating.This followed Barclays analyst Dan Levy's move on Wednesday to downgrade Tesla stock from buy to hold. Despite increasing his 12-month price target from $220 to $260, the stock's strong appreciation this year still makes shares a hold instead of a buy at their current level, Levy argues.Noting that Tesla has had to cut prices of its vehicles this year to drive its sales growth, Levy believes the market's bullish view for the stock may risk underappreciating the company's near-term challenges. Like Jonas, Levy also thinks the market's optimism for AI has become too exuberant. Sure, recent progress in artificial intelligence may increase the odds of Tesla rolling out autonomous driving technology in the coming years. But the market's optimism about this side of the automaker's business may simply be too great.Regarding Nvidia, Lynx analysts KC Rajkumar and Jahanara Nissar said they think the market's expectations for data center sales next year are far too high. The market's euphoric expectations for AI's effect on companies like Nvidia have made them bearish on the stock.It's OK to watch from the sidelinesInvestors should tread carefully when it comes to the difference between appreciating a powerful tailwind like AI and becoming overly optimistic about it. Investors should carefully consider both the positive effects of AI and the risks of market expectations becoming too high. Given Tesla and Nvidia stocks' sky-high valuations, the risks for investors are particularly high over the long term. It's extremely difficult to predict technological winners, let alone how that technology will translate to profits over the long haul.Fortunately, investors don't have to invest in the most hyped stocks of 2023. With Tesla and Nvidia boasting market caps of about $830 billion and $1.1 trillion and their price-to-earnings ratios sitting at 75 and 223, respectively, these stocks may be priced for perfection. With valuations like this, it may be a good time for investors to fish elsewhere, looking for underappreciated and overlooked investments instead.Remember: It's OK to watch from the sidelines. When valuations of particular stocks become questionable, there's no reason investors should feel like they have to participate.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516682987377360,"gmtCreate":1767166343875,"gmtModify":1767166347715,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"title":"","htmlText":"what is the trading hours for us market on 31 Dec","listText":"what is the trading hours for us market on 31 Dec","text":"what is the trading hours for us market on 31 Dec","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516682987377360","repostId":"1148045703","repostType":2,"repost":{"id":"1148045703","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1767134564,"share":"https://ttm.financial/m/news/1148045703?lang=en_US&edition=fundamental","pubTime":"2025-12-31 06:42","market":"hk","language":"en","title":"December 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens","url":"https://stock-news.laohu8.com/highlight/detail?id=1148045703","media":"Deep News","summary":"Market U.S. stocks closed lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers....","content":"<p>Market\nU.S. stocks closed lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers.\nAmong the top 20 U.S. stocks by trading volume on December 31st, Taiwan Semiconductor Manufacturing (TSMC) began mass production of its 2-nanometer chips.\nPopular U.S.-listed Chinese stocks closed mixed on December 31st; Baidu gained 4.39%, while Vipshop Holdings fell 6.92%.\nOil prices edged lower on Tuesday as the market monitored hopes for Russia-Ukraine peace talks alongside escalating tensions in Yemen.\nSpot gold rose 0.33% to $4,346.98 per ounce.\nEuropean stock markets advanced, with mining shares strengthening ahead of the release of the Federal Reserve's meeting minutes.</p>\n<p>Macro\nThe Federal Reserve's meeting minutes underscored divisions within the central bank, revealing that a majority of officials deemed further interest rate cuts appropriate.\nFollowing the release of the Fed minutes, traders maintained their bets on two interest rate cuts for the coming year.\nThe United States imposed sanctions on organizations in Iran and Venezuela involved in weapons trading.\nThe U.S. has instructed its embassies in the Western Hemisphere to report on crimes linked to large-scale migration.\nEurostar services from London were suspended due to a power supply fault.\nRussia's negotiating stance is hardening as European leaders consult on the situation in Ukraine.</p>\n<p>Corporate\nThe U.S. Department of Justice announced that Disney has agreed to pay a $10 million fine for violating children's privacy.\nElon Musk confirmed that xAI has purchased a third building, with its training computing power expected to approach 2 gigawatts.\nWarner Bros. plans to reject Paramount's acquisition proposal next week.\nA CSX train carrying liquid sulfur derailed near the Kentucky-Tennessee railway.\nA U.S. freight train derailed, causing a fire in a tank car carrying molten sulfur.\nRivian's stock failed to hold above the $20 mark, providing further evidence that its momentum is waning.\nBoeing secured a substantial contract for F-15 fighter jets, related to U.S. military sales to Israel.\nWarren Buffett officially retired; his most favored market indicator reveals a key signal for the current U.S. stock market.\nTesla's website unusually published a pessimistic analyst delivery forecast, anticipating a 15% year-on-year decline.\n2026 Prediction: Apple is expected to reverse the downturn in its artificial intelligence business.\nA system failure at Walmart affected thousands of consumers.</p>\n<p>Commentary\nAnnual AI Review: The top 10 core trends for 2025 and key focus areas for 2026.\nIn 2025, we said goodbye to these well-known brands.\nEU automotive policy tailwinds propelled platinum to its largest monthly gain in 39 years.\nVenture capital firms predict that corporate AI spending will grow in 2026, but the number of partner suppliers will shrink.\nSilver rebounded after experiencing its largest single-day decline in over five years.\nThe U.S. dollar recorded its largest annual decline since 2017 and may weaken further next year.\nU.S. Stock Market: The S&P 500 fell for a third straight day, with major tech stocks showing divergent performance.\nCommodities Summary: Oil prices stabilized, copper recorded its longest winning streak since 2017, and silver prices recovered.\nU.S. Bond Market: Treasury yields closed largely flat, erasing losses seen amid thin trading volumes.\nNew York Forex: The Bloomberg Dollar Spot Index edged higher in quiet year-end trading.\nEuropean Bond Market: German government bond prices fell, while Spanish CPI data supported the European Central Bank's stance of maintaining current policy.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>December 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens</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\">\nDecember 31 Overnight Highlights: U.S. Stocks Close Lower, TSMC Begins Mass Production of 2nm Chips, U.S. Freight Train Derails and Catches Fire, Russia's Negotiating Stance Hardens\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-31 06:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Market\nU.S. stocks closed lower on December 31st, with the S&P 500 index falling for a third consecutive day, while Federal Reserve meeting minutes highlighted internal divisions among policymakers.\nAmong the top 20 U.S. stocks by trading volume on December 31st, Taiwan Semiconductor Manufacturing (TSMC) began mass production of its 2-nanometer chips.\nPopular U.S.-listed Chinese stocks closed mixed on December 31st; Baidu gained 4.39%, while Vipshop Holdings fell 6.92%.\nOil prices edged lower on Tuesday as the market monitored hopes for Russia-Ukraine peace talks alongside escalating tensions in Yemen.\nSpot gold rose 0.33% to $4,346.98 per ounce.\nEuropean stock markets advanced, with mining shares strengthening ahead of the release of the Federal Reserve's meeting minutes.</p>\n<p>Macro\nThe Federal Reserve's meeting minutes underscored divisions within the central bank, revealing that a majority of officials deemed further interest rate cuts appropriate.\nFollowing the release of the Fed minutes, traders maintained their bets on two interest rate cuts for the coming year.\nThe United States imposed sanctions on organizations in Iran and Venezuela involved in weapons trading.\nThe U.S. has instructed its embassies in the Western Hemisphere to report on crimes linked to large-scale migration.\nEurostar services from London were suspended due to a power supply fault.\nRussia's negotiating stance is hardening as European leaders consult on the situation in Ukraine.</p>\n<p>Corporate\nThe U.S. Department of Justice announced that Disney has agreed to pay a $10 million fine for violating children's privacy.\nElon Musk confirmed that xAI has purchased a third building, with its training computing power expected to approach 2 gigawatts.\nWarner Bros. plans to reject Paramount's acquisition proposal next week.\nA CSX train carrying liquid sulfur derailed near the Kentucky-Tennessee railway.\nA U.S. freight train derailed, causing a fire in a tank car carrying molten sulfur.\nRivian's stock failed to hold above the $20 mark, providing further evidence that its momentum is waning.\nBoeing secured a substantial contract for F-15 fighter jets, related to U.S. military sales to Israel.\nWarren Buffett officially retired; his most favored market indicator reveals a key signal for the current U.S. stock market.\nTesla's website unusually published a pessimistic analyst delivery forecast, anticipating a 15% year-on-year decline.\n2026 Prediction: Apple is expected to reverse the downturn in its artificial intelligence business.\nA system failure at Walmart affected thousands of consumers.</p>\n<p>Commentary\nAnnual AI Review: The top 10 core trends for 2025 and key focus areas for 2026.\nIn 2025, we said goodbye to these well-known brands.\nEU automotive policy tailwinds propelled platinum to its largest monthly gain in 39 years.\nVenture capital firms predict that corporate AI spending will grow in 2026, but the number of partner suppliers will shrink.\nSilver rebounded after experiencing its largest single-day decline in over five years.\nThe U.S. dollar recorded its largest annual decline since 2017 and may weaken further next year.\nU.S. Stock Market: The S&P 500 fell for a third straight day, with major tech stocks showing divergent performance.\nCommodities Summary: Oil prices stabilized, copper recorded its longest winning streak since 2017, and silver prices recovered.\nU.S. Bond Market: Treasury yields closed largely flat, erasing losses seen amid thin trading volumes.\nNew York Forex: The Bloomberg Dollar Spot Index edged higher in quiet year-end trading.\nEuropean Bond Market: German government bond prices fell, while Spanish CPI data supported the European Central Bank's stance of maintaining current policy.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4605":"半导体精选","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TSLA":"特斯拉","LU2087625088.SGD":"ALLSPRING  US ALL 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gold rose 0.33% to $4,346.98 per ounce.\nEuropean stock markets advanced, with mining shares strengthening ahead of the release of the Federal Reserve's meeting minutes.\nMacro\nThe Federal Reserve's meeting minutes underscored divisions within the central bank, revealing that a majority of officials deemed further interest rate cuts appropriate.\nFollowing the release of the Fed minutes, traders maintained their bets on two interest rate cuts for the coming year.\nThe United States imposed sanctions on organizations in Iran and Venezuela involved in weapons trading.\nThe U.S. has instructed its embassies in the Western Hemisphere to report on crimes linked to large-scale migration.\nEurostar services from London were suspended due to a power supply fault.\nRussia's negotiating stance is hardening as European leaders consult on the situation in Ukraine.\nCorporate\nThe U.S. Department of Justice announced that Disney has agreed to pay a $10 million fine for violating children's privacy.\nElon Musk confirmed that xAI has purchased a third building, with its training computing power expected to approach 2 gigawatts.\nWarner Bros. plans to reject Paramount's acquisition proposal next week.\nA CSX train carrying liquid sulfur derailed near the Kentucky-Tennessee railway.\nA U.S. freight train derailed, causing a fire in a tank car carrying molten sulfur.\nRivian's stock failed to hold above the $20 mark, providing further evidence that its momentum is waning.\nBoeing secured a substantial contract for F-15 fighter jets, related to U.S. military sales to Israel.\nWarren Buffett officially retired; his most favored market indicator reveals a key signal for the current U.S. stock market.\nTesla's website unusually published a pessimistic analyst delivery forecast, anticipating a 15% year-on-year decline.\n2026 Prediction: Apple is expected to reverse the downturn in its artificial intelligence business.\nA system failure at Walmart affected thousands of consumers.\nCommentary\nAnnual AI Review: The top 10 core trends for 2025 and key focus areas for 2026.\nIn 2025, we said goodbye to these well-known brands.\nEU automotive policy tailwinds propelled platinum to its largest monthly gain in 39 years.\nVenture capital firms predict that corporate AI spending will grow in 2026, but the number of partner suppliers will shrink.\nSilver rebounded after experiencing its largest single-day decline in over five years.\nThe U.S. dollar recorded its largest annual decline since 2017 and may weaken further next year.\nU.S. Stock Market: The S&P 500 fell for a third straight day, with major tech stocks showing divergent performance.\nCommodities Summary: Oil prices stabilized, copper recorded its longest winning streak since 2017, and silver prices recovered.\nU.S. Bond Market: Treasury yields closed largely flat, erasing losses seen amid thin trading volumes.\nNew York Forex: The Bloomberg Dollar Spot Index edged higher in quiet year-end trading.\nEuropean Bond Market: German government bond prices fell, while Spanish CPI data supported the European Central Bank's stance of maintaining current policy.","news_type":1,"symbols_score_info":{"AAPL":1,"TSLA":1,"03145":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240922065416288,"gmtCreate":1699837826426,"gmtModify":1699837830958,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240922065416288","repostId":"2383250087","repostType":2,"isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404858930438800,"gmtCreate":1739863436144,"gmtModify":1739863439173,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Did you buy???","listText":"Did you buy???","text":"Did you buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404858930438800","repostId":"1190014821","repostType":4,"repost":{"id":"1190014821","kind":"news","pubTimestamp":1739859873,"share":"https://ttm.financial/m/news/1190014821?lang=en_US&edition=fundamental","pubTime":"2025-02-18 14:24","market":"us","language":"en","title":"Super Micro Computer: Make Sure You Buy Before Feb 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1190014821","media":"Seeking Alpha","summary":"SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind ","content":"<html><head></head><body><h2 id=\"id_1240840054\">Summary</h2><ul style=\"\"><li><p>SMCI missed revenue estimates for the Dec&#39;24 quarter and also revenue guidance estimates for Mar&#39;25 and FY25. But I am bullish due to a 65% growth outlook for FY26.</p></li><li><p>Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent.</p></li><li><p>Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a ~30% premium to those averages currently, but this is justified given &gt;60% YoY growth ahead.</p></li><li><p>Relative technicals on SMCI vs SPX500 show bullish strength ahead as the buyers react strongly off a key support level.</p></li><li><p>Management has unequivocally assured investors that they would meet the 25 Feb &#39;25 deadline to catch up on delayed filings. There are also no changes to previously reported financials. I think this is lifting an overhang on the stock. It seems opportune to buy before 25 Feb.</p></li></ul><h2 id=\"id_1273664075\">Performance Assessment</h2><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> has significantly outperformed the S&amp;P500 since my last update on the stock:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e13bf18a3fbf6206d6033470fc684b93\" alt=\"Performance since Author&#39;s Last Article on SMCI\" title=\"Performance since Author&#39;s Last Article on SMCI\" tg-width=\"347\" tg-height=\"529\"/><span>Performance since Author&#39;s Last Article on SMCI</span></p><p style=\"text-align: left;\"><strong>Performance since Author&#39;s Last Article on SMCI (Seeking Alpha, Author&#39;s Last Analysis on SMCI)</strong></p><p>As I had not rated it a &#39;Buy&#39;, this has been a missed opportunity for alpha generation.</p><h2 id=\"id_2422297892\">Thesis</h2><p>Although SMCI is still behind in filing for audited quarterly results for the past 2 quarters now, the company shared its preliminary Q2 FY &#39;25 results and outlook this week. I have a bullish stance after reviewing these updates:</p><ol start=\"1\" style=\"\"><li><p>Revenue outlook is very encouraging</p></li><li><p>Margin erosion is a headwind, but there are positive catalysts ahead</p></li><li><p>Valuations have corrected sharply closer to longer-term averages</p></li><li><p>Relative technicals show bullish strength at a key support level</p></li><li><p>Assurances of delivering on delayed filings can lift an overhang on the stock</p></li></ol><h2 id=\"id_2624082575\">Revenue outlook is very encouraging</h2><p>SMCI&#39;s Q2 FY &#39;25 results missed consensus expectations. The $5.5 billion revenues outlook for the Q3 FY &#39;25 Mar &#39;25 quarter also fell short of Wall St estimates by 7.6%:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b41540cdf1279b74d9316363c62663f7\" alt=\"Revenue Guidance Surprise vs Consensus (Capital IQ, Author&#39;s Analysis)\" title=\"Revenue Guidance Surprise vs Consensus (Capital IQ, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"256\"/><span>Revenue Guidance Surprise vs Consensus (Capital IQ, Author&#39;s Analysis)</span></p><p>Looking out one more quarter for the full FY &#39;25 expectations, management reduced their revenue guidance expectations from $26-30 billion to $23.5-$25 billion.</p><p>Despite these disappointments, I lean bullish on the company&#39;s revenues outlook, encouraged by management&#39;s FY &#39;26 (Jun &#39;26 quarter) guidance for $40 billion in sales, corresponding to an almost 65% YoY growth from expected FY &#39;25 figures:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d510c96275ddc005d61b937ae7e1335\" alt=\"TTM Revenues (USD mn) (Company Filings, Author&#39;s Analysis)\" title=\"TTM Revenues (USD mn) (Company Filings, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"353\"/><span>TTM Revenues (USD mn) (Company Filings, Author&#39;s Analysis)</span></p><p><em>In the chart above, the Mar &#39;25, FY &#39;25e and FY &#39;26e numbers are based on management&#39;s guided figures.</em></p><p>The key driver of this growth is increased adoption of SMCI&#39;s direct liquid cooling solutions (DLC) as they are installed in new data centers. SMCI&#39;s value proposition here is in providing its customers with up to 40% lower total cost of ownership.</p><blockquote><p>Super Micro is the disrupted leader in driving industry-wide adoption of DLC technology, which reduced customers&#39; OpEx and achieve green computing. We expect more than 30% of new data centers worldwide to adopt liquid cooling infrastructure within the next 12 months, driven by the rapid and continual growth of AI… The true value of Data Center Building Block Solution is to save power, reduce space and decrease water consumption, resulting in up to 40% lower TCO for our customers according to our detailed calculation.</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>The reason for a growth tick up in FY &#39;26 is that the company needs to first sort through some backlog that is facing supply-side constraints. Also, many customers are yet to complete their data centers for DLC installation:</p><blockquote><p>While most of the key components are ramping at a full speed, it will take some time to fulfill our current AI solution backlog… Some customers also need more time to finish their DLC data center buildout. At the same time, we see strong new demands by keeping coming from enterprise CSPs [cloud service providers] serving entity and hyperscale…</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>What encourages me the most is the fact that management believes the $40 billion 65% YoY growth in FY &#39;26 is a conservative estimation, with ample upside potential at current production capacities as evidenced by low utilization rates:</p><blockquote><p>So the coming year, fiscal &#39;26 at this moment, we believe at least we will grow 65% at least. So that&#39;s, I believe, a very conservative estimation. And the past in production capacity, I mean, U.S.A. now our utilization rate only about 55%, Taiwan utilization rate only about 60%, Malaysia utilization rate is still about 1% only. So there are lots of room to grow for us.</p><p>- CEO Charles Liang in Q2 FY &#39;25 call</p></blockquote><p>A very fair question to ask is whether management&#39;s narrative is believable. I am willing to bet that it is because the company generally has a good track record in beating guidance expectations as seen in an earlier chart above. I suspect that the last 3 quarters are an anomaly. Given SMCI&#39;s ~30% market leadership in DLCs and high data center capex spending signals from major technology giants (Microsoft (MSFT), Google (GOOGL), Amazon (AMZN) and especially Meta (META)), I think the revenue outlook is very encouraging.</p><h2 id=\"id_1987518708\">Margin erosion is a headwind, but there are positive catalysts ahead</h2><p>SMCI&#39;s gross profit margins have been on a declining trend. The Mar &#39;25 quarter&#39;s guidance of 12% does not change this fact:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7be10b2a3dfadc0bc7e852994544e795\" alt=\"Gross profit margin (Company Filings, Author&#39;s Analysis)\" title=\"Gross profit margin (Company Filings, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"235\"/><span>Gross profit margin (Company Filings, Author&#39;s Analysis)</span></p><p><em>The numbers above have restated Q4 FY &#39;24 (Jun &#39;24) financials which had increased inventory charge of $45 million due to a market value decline of some inventory on non-cancellable purchase orders.</em></p><p>Management attributes this ongoing margin pressure to a suite of factors:</p><blockquote><p>Margin was temporarily under pressure due to the 10K delay disruption, the new product R&amp;D investment and customer and product mix</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>I am a bit skeptical about whether these effects are as temporary as the CEO indicates. According to Liang, the introduction of a new product (NVIDIA&#39;s (NVDA) Blackwell chips) would be a margin lever for SMCI:</p><blockquote><p>For sure, <strong>when product becomes mature</strong>, like H100, H200, then we had to <strong>face price competition strongly</strong>. But for Blackwell, doesn&#39;t matter GB200 or B200, for sure, <strong>whenever they are new product, our margin will become much better</strong>.</p><p>- CEO Charles Liang in the Q2 FY &#39;25 call, Author&#39;s bolded highlights</p></blockquote><p>But note how a mature product seems to face strong price competition. So this makes me wonder if the margin ticks up coinciding with new product introductions is the actual temporary phenomenon. In any case, whilst I acknowledge the positive catalysts for margin expansion, I think the longevity of the effects arising from the new products catalyst is something to monitor.</p><h2 id=\"id_3358859331\">Valuations have corrected sharply closer to longer-term averages</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/441a4a1efcd2b87919c1f3cfdaf7f094\" alt=\"1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author&#39;s Analysis)\" title=\"1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"461\"/><span>1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author&#39;s Analysis)</span></p><p>SMCI is trading at a 1-yr fwd PE of 16.15x vs the longer term median average of 12.50x. This is a 29.2% premium. However, I think this premium is well justified given the much higher &gt;60% YoY revenue growth outlook; something that was not present in much of the 2013 - 2022 time period in which the stock traded near 12.50x.</p><h2 id=\"id_571471160\">Relative technicals show bullish strength at a key support level</h2><p><em>If this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do. All my charts reflect total shareholder return as they are adjusted for dividends/distributions.</em></p><h3 id=\"id_1704397086\">Relative Read of SMCI vs SPX500</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fe8eefba80d4b4cd55f5a512089c8de\" alt=\"SMCI vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)\" title=\"SMCI vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)\" tg-width=\"640\" tg-height=\"401\"/><span>SMCI vs SPX500 Technical Analysis (TradingView, Author&#39;s Analysis)</span></p><p>SMCI vs SPX500 is bouncing hard off a key monthly support level with good engulfing bullish strength. Hence, I anticipate the upward momentum to continue. There is a seller supply area ahead at which there may be more reason for caution based on the technical charts. But for the next quarter or so, it looks like the odds favor the buys.</p><h2 id=\"id_2162540942\">Assurances of delivering on delayed filings can lift an overhang on the stock</h2><p>In my last article on SMCI, I lacked some confidence on whether SMCI would be able to meet the 25 Feb &#39;25 deadline to catch up on its late filings. But that has changed now as management stated rather unequivocally that they would be able to catch up on all filings by the deadline:</p><blockquote><p>we are confident that our fiscal year &#39;24 Form 10-K and the first 2 quarters of fiscal year &#39;25 Form 10-Q will be filed by February 25 this year - CEO Charles Liang in the Q2 FY &#39;25 call</p></blockquote><p>Also encouraging is the reconfirmation that previously issued financial statements do not require any restatement. I think this quells some of the concerns about the accuracy of past financial disclosures.</p><p>Overall, I think the market is starting to clear its doubts on SMCI, which may be why the stock has rallied strongly over the past couple of weeks. I look forward to reviewing the full financials on 25 Feb. One particular number I will be tracking is the remaining performance obligations, which is an indicator of revenue backlog. I think this may provide more color and hopefully confidence on management&#39;s ability to hit at least $40 billion in revenues in FY &#39;26.</p><h2 id=\"id_1684485889\">Takeaway &amp; Positioning</h2><p>I have missed an opportunity to capture the alpha run on SMCI over the last couple of weeks. But after reviewing the company&#39;s Q2 FY &#39;25 preliminary update, I think there is still ample time to get in on the buys again.</p><p>Although the company missed revenue estimates for Q2 FY &#39;25 and also fell short of consensus expectations on Q3 FY &#39;25 and FY &#39;25 guidances, I am encouraged by a strong 65% YoY growth guidance for FY &#39;26 that would be enabled by higher direct liquid cooling (DLC) uptake by key data center clients.</p><p>On the gross margin side, I note that there has been a steady erosion that management has attributed to a wide variety of factors. Whilst I acknowledge that DLC usage in NVIDIA&#39;s Blackwell chips may be a catalyst for margin expansion, I have doubts on whether such a bump up would be sustainable or temporary.</p><p>SMCI&#39;s valuations have corrected sharply and are now trading at an almost 30% premium to its longer-term averages, which I deem to be rather acceptable given the much higher &gt;60% YoY growth outlook ahead. The relative technicals vs S&amp;P500 also paint bullish tones, as the stock has rallied hard recently, potentially in response to dwindling concerns on SMCI&#39;s ability to catch up on its late filings.</p><p>I suspect that the full financial disclosures on FY &#39;25 will confirm the bullish story on SMCI. So the opportune time to get in on the stock would be before that.</p><p><strong>Rating: &#39;Buy&#39;</strong></p><h3 id=\"id_3571139679\">How to interpret Hunting Alpha&#39;s ratings:</h3><p><strong>Strong Buy:</strong> Expect the company to outperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence. I also have a net long position in the security in my personal portfolio.</p><p><strong>Buy:</strong> Expect the company to outperform the S&amp;P500 on a total shareholder return basis.</p><p><strong>Neutral/hold:</strong> Expect the company to perform in-line with the S&amp;P500 on a total shareholder return basis</p><p><strong>Sell:</strong> Expect the company to underperform the S&amp;P500 on a total shareholder return basis</p><p>Strong Sell: Expect the company to underperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence</p><p>The typical time-horizon for my views is multiple quarters to more than a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Make Sure You Buy Before Feb 25</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\">\nSuper Micro Computer: Make Sure You Buy Before Feb 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-18 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind ...</p>\n\n<a href=\"https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190014821","content_text":"SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent.Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a ~30% premium to those averages currently, but this is justified given >60% YoY growth ahead.Relative technicals on SMCI vs SPX500 show bullish strength ahead as the buyers react strongly off a key support level.Management has unequivocally assured investors that they would meet the 25 Feb '25 deadline to catch up on delayed filings. There are also no changes to previously reported financials. I think this is lifting an overhang on the stock. It seems opportune to buy before 25 Feb.Performance AssessmentSuper Micro Computer has significantly outperformed the S&P500 since my last update on the stock:Performance since Author's Last Article on SMCIPerformance since Author's Last Article on SMCI (Seeking Alpha, Author's Last Analysis on SMCI)As I had not rated it a 'Buy', this has been a missed opportunity for alpha generation.ThesisAlthough SMCI is still behind in filing for audited quarterly results for the past 2 quarters now, the company shared its preliminary Q2 FY '25 results and outlook this week. I have a bullish stance after reviewing these updates:Revenue outlook is very encouragingMargin erosion is a headwind, but there are positive catalysts aheadValuations have corrected sharply closer to longer-term averagesRelative technicals show bullish strength at a key support levelAssurances of delivering on delayed filings can lift an overhang on the stockRevenue outlook is very encouragingSMCI's Q2 FY '25 results missed consensus expectations. The $5.5 billion revenues outlook for the Q3 FY '25 Mar '25 quarter also fell short of Wall St estimates by 7.6%:Revenue Guidance Surprise vs Consensus (Capital IQ, Author's Analysis)Looking out one more quarter for the full FY '25 expectations, management reduced their revenue guidance expectations from $26-30 billion to $23.5-$25 billion.Despite these disappointments, I lean bullish on the company's revenues outlook, encouraged by management's FY '26 (Jun '26 quarter) guidance for $40 billion in sales, corresponding to an almost 65% YoY growth from expected FY '25 figures:TTM Revenues (USD mn) (Company Filings, Author's Analysis)In the chart above, the Mar '25, FY '25e and FY '26e numbers are based on management's guided figures.The key driver of this growth is increased adoption of SMCI's direct liquid cooling solutions (DLC) as they are installed in new data centers. SMCI's value proposition here is in providing its customers with up to 40% lower total cost of ownership.Super Micro is the disrupted leader in driving industry-wide adoption of DLC technology, which reduced customers' OpEx and achieve green computing. We expect more than 30% of new data centers worldwide to adopt liquid cooling infrastructure within the next 12 months, driven by the rapid and continual growth of AI… The true value of Data Center Building Block Solution is to save power, reduce space and decrease water consumption, resulting in up to 40% lower TCO for our customers according to our detailed calculation.- CEO Charles Liang in the Q2 FY '25 callThe reason for a growth tick up in FY '26 is that the company needs to first sort through some backlog that is facing supply-side constraints. Also, many customers are yet to complete their data centers for DLC installation:While most of the key components are ramping at a full speed, it will take some time to fulfill our current AI solution backlog… Some customers also need more time to finish their DLC data center buildout. At the same time, we see strong new demands by keeping coming from enterprise CSPs [cloud service providers] serving entity and hyperscale…- CEO Charles Liang in the Q2 FY '25 callWhat encourages me the most is the fact that management believes the $40 billion 65% YoY growth in FY '26 is a conservative estimation, with ample upside potential at current production capacities as evidenced by low utilization rates:So the coming year, fiscal '26 at this moment, we believe at least we will grow 65% at least. So that's, I believe, a very conservative estimation. And the past in production capacity, I mean, U.S.A. now our utilization rate only about 55%, Taiwan utilization rate only about 60%, Malaysia utilization rate is still about 1% only. So there are lots of room to grow for us.- CEO Charles Liang in Q2 FY '25 callA very fair question to ask is whether management's narrative is believable. I am willing to bet that it is because the company generally has a good track record in beating guidance expectations as seen in an earlier chart above. I suspect that the last 3 quarters are an anomaly. Given SMCI's ~30% market leadership in DLCs and high data center capex spending signals from major technology giants (Microsoft (MSFT), Google (GOOGL), Amazon (AMZN) and especially Meta (META)), I think the revenue outlook is very encouraging.Margin erosion is a headwind, but there are positive catalysts aheadSMCI's gross profit margins have been on a declining trend. The Mar '25 quarter's guidance of 12% does not change this fact:Gross profit margin (Company Filings, Author's Analysis)The numbers above have restated Q4 FY '24 (Jun '24) financials which had increased inventory charge of $45 million due to a market value decline of some inventory on non-cancellable purchase orders.Management attributes this ongoing margin pressure to a suite of factors:Margin was temporarily under pressure due to the 10K delay disruption, the new product R&D investment and customer and product mix- CEO Charles Liang in the Q2 FY '25 callI am a bit skeptical about whether these effects are as temporary as the CEO indicates. According to Liang, the introduction of a new product (NVIDIA's (NVDA) Blackwell chips) would be a margin lever for SMCI:For sure, when product becomes mature, like H100, H200, then we had to face price competition strongly. But for Blackwell, doesn't matter GB200 or B200, for sure, whenever they are new product, our margin will become much better.- CEO Charles Liang in the Q2 FY '25 call, Author's bolded highlightsBut note how a mature product seems to face strong price competition. So this makes me wonder if the margin ticks up coinciding with new product introductions is the actual temporary phenomenon. In any case, whilst I acknowledge the positive catalysts for margin expansion, I think the longevity of the effects arising from the new products catalyst is something to monitor.Valuations have corrected sharply closer to longer-term averages1-yr fwd PE and MCAP (USD mn) (Capital IQ, Author's Analysis)SMCI is trading at a 1-yr fwd PE of 16.15x vs the longer term median average of 12.50x. This is a 29.2% premium. However, I think this premium is well justified given the much higher >60% YoY revenue growth outlook; something that was not present in much of the 2013 - 2022 time period in which the stock traded near 12.50x.Relative technicals show bullish strength at a key support levelIf this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do. All my charts reflect total shareholder return as they are adjusted for dividends/distributions.Relative Read of SMCI vs SPX500SMCI vs SPX500 Technical Analysis (TradingView, Author's Analysis)SMCI vs SPX500 is bouncing hard off a key monthly support level with good engulfing bullish strength. Hence, I anticipate the upward momentum to continue. There is a seller supply area ahead at which there may be more reason for caution based on the technical charts. But for the next quarter or so, it looks like the odds favor the buys.Assurances of delivering on delayed filings can lift an overhang on the stockIn my last article on SMCI, I lacked some confidence on whether SMCI would be able to meet the 25 Feb '25 deadline to catch up on its late filings. But that has changed now as management stated rather unequivocally that they would be able to catch up on all filings by the deadline:we are confident that our fiscal year '24 Form 10-K and the first 2 quarters of fiscal year '25 Form 10-Q will be filed by February 25 this year - CEO Charles Liang in the Q2 FY '25 callAlso encouraging is the reconfirmation that previously issued financial statements do not require any restatement. I think this quells some of the concerns about the accuracy of past financial disclosures.Overall, I think the market is starting to clear its doubts on SMCI, which may be why the stock has rallied strongly over the past couple of weeks. I look forward to reviewing the full financials on 25 Feb. One particular number I will be tracking is the remaining performance obligations, which is an indicator of revenue backlog. I think this may provide more color and hopefully confidence on management's ability to hit at least $40 billion in revenues in FY '26.Takeaway & PositioningI have missed an opportunity to capture the alpha run on SMCI over the last couple of weeks. But after reviewing the company's Q2 FY '25 preliminary update, I think there is still ample time to get in on the buys again.Although the company missed revenue estimates for Q2 FY '25 and also fell short of consensus expectations on Q3 FY '25 and FY '25 guidances, I am encouraged by a strong 65% YoY growth guidance for FY '26 that would be enabled by higher direct liquid cooling (DLC) uptake by key data center clients.On the gross margin side, I note that there has been a steady erosion that management has attributed to a wide variety of factors. Whilst I acknowledge that DLC usage in NVIDIA's Blackwell chips may be a catalyst for margin expansion, I have doubts on whether such a bump up would be sustainable or temporary.SMCI's valuations have corrected sharply and are now trading at an almost 30% premium to its longer-term averages, which I deem to be rather acceptable given the much higher >60% YoY growth outlook ahead. The relative technicals vs S&P500 also paint bullish tones, as the stock has rallied hard recently, potentially in response to dwindling concerns on SMCI's ability to catch up on its late filings.I suspect that the full financial disclosures on FY '25 will confirm the bullish story on SMCI. So the opportune time to get in on the stock would be before that.Rating: 'Buy'How to interpret Hunting Alpha's ratings:Strong Buy: Expect the company to outperform the S&P500 on a total shareholder return basis, with higher than usual confidence. I also have a net long position in the security in my personal portfolio.Buy: Expect the company to outperform the S&P500 on a total shareholder return basis.Neutral/hold: Expect the company to perform in-line with the S&P500 on a total shareholder return basisSell: Expect the company to underperform the S&P500 on a total shareholder return basisStrong Sell: Expect the company to underperform the S&P500 on a total shareholder return basis, with higher than usual confidenceThe typical time-horizon for my views is multiple quarters to more than a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241711053193304,"gmtCreate":1700036295645,"gmtModify":1700036298944,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Bearish","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a> Bearish","text":"$Sea Ltd(SE)$ Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241711053193304","isVote":1,"tweetType":1,"viewCount":3123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221163205767216,"gmtCreate":1695016318046,"gmtModify":1695016322341,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Dear sir, all your articles are extremely negative. What is your purpose???","listText":"Dear sir, all your articles are extremely negative. What is your purpose???","text":"Dear sir, all your articles are extremely negative. What is your purpose???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221163205767216","repostId":"2368989014","repostType":2,"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200226579378416,"gmtCreate":1689917816847,"gmtModify":1689917821012,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"If you only consider the risk, then there is no stock that can be bought&nbsp;","listText":"If you only consider the risk, then there is no stock that can be bought&nbsp;","text":"If you only consider the risk, then there is no stock that can be bought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200226579378416","repostId":"2352041065","repostType":2,"isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244251025100800,"gmtCreate":1700655628645,"gmtModify":1700655633343,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Did you actually buy the share ??????","listText":"Did you actually buy the share ??????","text":"Did you actually buy the share ??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244251025100800","repostId":"2385524523","repostType":2,"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233211447783480,"gmtCreate":1697964954021,"gmtModify":1697964958691,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.","listText":"Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.","text":"Hi can share what is a good strike price to sell covered call on Amazon, expiring on 27/10/2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233211447783480","repostId":"2377785784","repostType":2,"isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209170058526776,"gmtCreate":1692103726878,"gmtModify":1692103734642,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Very bad advice, did you yourself buy???","listText":"Very bad advice, did you yourself buy???","text":"Very bad advice, did you yourself buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209170058526776","repostId":"2359073891","repostType":2,"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197130749452424,"gmtCreate":1689167780922,"gmtModify":1689168095761,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Rubbish report, go to the dustbin&nbsp;","listText":"Rubbish report, go to the dustbin&nbsp;","text":"Rubbish report, go to the dustbin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197130749452424","repostId":"2350150577","repostType":2,"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186888897245336,"gmtCreate":1686666605878,"gmtModify":1686668172260,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"Buy don't sell, then buy for what ???&nbsp;","listText":"Buy don't sell, then buy for what ???&nbsp;","text":"Buy don't sell, then buy for what ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186888897245336","repostId":"2339932022","repostType":2,"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183970501087384,"gmtCreate":1685936001634,"gmtModify":1685939594324,"author":{"id":"4090664830008420","authorId":"4090664830008420","name":"cxyhb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090664830008420","authorIdStr":"4090664830008420"},"themes":[],"htmlText":"If course don't fear, did you use your own money to buy","listText":"If course don't fear, did you use your own money to buy","text":"If course don't fear, did you use your own money to 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