Dion N personal page - To The Moon

Dion N

Dion N

Trader, Quant, Investor, Student. A Singaporean Lad.

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08-05

$NVIDIA Corp(NVDA)$ here we go

@Dion N:$NVIDIA Corp(NVDA)$ buying at 96, market typically fill up gaps

07-25

$NVIDIA Corp(NVDA)$ buying at 96, market typically fill up gaps

06-18

oh no people are going to short it [Surprised] then buy again lorh!![Happy] $NVIDIA Corp(NVDA)$

Sorry, the original content has been removed

05-28

no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t

Sorry, the original content has been removed

04-16

continue dreaming

Sorry, the original content has been removed

04-05

Car and screen , not "Car, Screen". Why American media headlines are always indirect or broken English?

Apple Cut at Least 600 Workers When Car, Screen Projects Stopped

04-04

maybe they should stop copying or stealing tech

Apple Explores Home Robotics as Potential "Next Big Thing" After Car Fizzles

04-03

Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.

Amazon Pulls Plug on Cashierless System in US Grocery Stores

03-27

Oh it's definitely out [LOL]

Apple’s AI Lifeline: Don’t Panic. AAPL Stock Is Down, but Not Out

03-26

No, subreddit wallstreetbets redditors are already planning to short it

Sorry, the original content has been removed

03-26

I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock. $Apple(AAPL)$

Consumers Sue Apple, Taking Page From US Justice Department Lawsuit

03-25

I didn't know a digital marketing company could be called a tech firm [Thinking] [Helpless]

Walmart-Backed Tech Firm Ibotta Files for US IPO

03-22

The keyword here is "niche"

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03-20

it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.

Sorry, the original content has been removed

03-14

$Seatrium(S51.SI)$ Boomers who always say "play share ah" buying this stock because temasek invested in it [LOL]

02-22

🤩🤩🤩

Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?

02-22

$NVIDIA Corp(NVDA)$

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data-views=\"1\"></v-v>&nbsp;","listText":"oh no people are going to short it&nbsp;[Surprised]&nbsp;&nbsp;then buy again lorh!![Happy]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"oh no people are going to short it [Surprised] then buy again lorh!![Happy] $NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/317973971591464","repostId":"1148715763","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310667473039544,"gmtCreate":1716855897877,"gmtModify":1716974391962,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","listText":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","text":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310667473039544","repostId":"2437586720","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295791926788296,"gmtCreate":1713224853299,"gmtModify":1713224856847,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"continue dreaming","listText":"continue dreaming","text":"continue dreaming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295791926788296","repostId":"2427444883","repostType":2,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291859634376800,"gmtCreate":1712280709434,"gmtModify":1712280713108,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"Car and screen , not \"Car, Screen\". Why American media headlines are always indirect or broken English?","listText":"Car and screen , not \"Car, Screen\". Why American media headlines are always indirect or broken English?","text":"Car and screen , not \"Car, Screen\". Why American media headlines are always indirect or broken English?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291859634376800","repostId":"2425376374","repostType":2,"repost":{"id":"2425376374","kind":"highlight","pubTimestamp":1712280600,"share":"https://ttm.financial/m/news/2425376374?lang=&edition=fundamental","pubTime":"2024-04-05 09:30","market":"us","language":"en","title":"Apple Cut at Least 600 Workers When Car, Screen Projects Stopped","url":"https://stock-news.laohu8.com/highlight/detail?id=2425376374","media":"Bloomberg","summary":"Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Depar","content":"<html><head></head><body><p style=\"text-align: start;\">Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.</p><p style=\"text-align: start;\">The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff. At least 87 of the people worked at an address corresponding to a secret Apple facility for its next-generation screen development, while the others were located at buildings related to the car project.</p><p style=\"text-align: start;\">At the end of February, Apple began to wind down both initiatives, which were seen as major moonshot efforts to advance the company’s technologies or enter sizable new areas. The car project was canceled amid indecision among executives about its direction and cost concerns. The display program was shuttered due to engineering, supplier and cost challenges.</p><p>According to the reports, 371 employees were released at Apple’s main car-related office in Santa Clara, California, while dozens more at multiple satellite offices were also impacted. In some cases, members of the Apple car group were relocated to other teams, such as for artificial intelligence or work on personal robotics.</p><p style=\"text-align: start;\">An Apple spokeswoman declined to comment on the number of employees affected by the job cuts.</p><p style=\"text-align: start;\">The WARN notices don’t disclose the full scope of the job reductions because Apple had many engineers on both projects in other areas, including Arizona.</p></body></html>","source":"lsy1584095487587","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>Apple Cut at Least 600 Workers When Car, Screen Projects Stopped</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Cut at Least 600 Workers When Car, Screen Projects Stopped\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-05 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-04/apple-cut-at-least-600-workers-when-car-screen-projects-stopped?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-04/apple-cut-at-least-600-workers-when-car-screen-projects-stopped?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4111":"出版","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4566":"资本集团","BK4575":"芯片概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4559":"巴菲特持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AAPL":"苹果","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4512":"苹果概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-04/apple-cut-at-least-600-workers-when-car-screen-projects-stopped?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425376374","content_text":"Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff. At least 87 of the people worked at an address corresponding to a secret Apple facility for its next-generation screen development, while the others were located at buildings related to the car project.At the end of February, Apple began to wind down both initiatives, which were seen as major moonshot efforts to advance the company’s technologies or enter sizable new areas. The car project was canceled amid indecision among executives about its direction and cost concerns. The display program was shuttered due to engineering, supplier and cost challenges.According to the reports, 371 employees were released at Apple’s main car-related office in Santa Clara, California, while dozens more at multiple satellite offices were also impacted. In some cases, members of the Apple car group were relocated to other teams, such as for artificial intelligence or work on personal robotics.An Apple spokeswoman declined to comment on the number of employees affected by the job cuts.The WARN notices don’t disclose the full scope of the job reductions because Apple had many engineers on both projects in other areas, including Arizona.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291485540905016,"gmtCreate":1712189377244,"gmtModify":1712189382717,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"maybe they should stop copying or stealing tech","listText":"maybe they should stop copying or stealing tech","text":"maybe they should stop copying or stealing tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291485540905016","repostId":"2424745518","repostType":2,"repost":{"id":"2424745518","kind":"highlight","pubTimestamp":1712188800,"share":"https://ttm.financial/m/news/2424745518?lang=&edition=fundamental","pubTime":"2024-04-04 08:00","market":"us","language":"en","title":"Apple Explores Home Robotics as Potential \"Next Big Thing\" After Car Fizzles","url":"https://stock-news.laohu8.com/highlight/detail?id=2424745518","media":"Bloomberg","summary":"The company has teams working on automated home devicesThe search is on for new growth sources after EV gets nixedApple Inc. has teams investigating a push into personal robotics, a field with the pot","content":"<html><head></head><body><ul style=\"\"><li><p>The company has teams working on automated home devices</p></li><li><p>The search is on for new growth sources after EV gets nixed</p></li></ul><p>Apple Inc. has teams investigating a push into personal robotics, a field with the potential to become one of the company’s ever-shifting “next big things,” according to people familiar with the situation.</p><p style=\"text-align: start;\">Engineers at Apple have been exploring a mobile robot that can follow users around their homes, said the people, who asked not to be identified because the skunk-works project is private. The iPhone maker also has developed an advanced table-top home device that uses robotics to move a display around, they said.</p><p style=\"text-align: start;\">Though the effort is still in the beginning stages — and it’s unclear if the products will ultimately be released — Apple is under growing pressure to find new sources of revenue. It scrapped an electric vehicle project in February, and a push into mixed-reality goggles is expected to take years to become a major moneymaker.</p><p style=\"text-align: start;\">With robotics, Apple could gain a bigger foothold in consumers’ homes and capitalize on advances in artificial intelligence. But it’s not yet clear what approach it might take. Though the robotic smart display is much further along than the mobile bot, it has been added and removed from the company’s product road map over the years, according to the people.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f79cd662bd18f7a5ae8f0fff525c14d6\" tg-width=\"904\" tg-height=\"598\"/></p><p>The robotics work is happening within Apple’s hardware engineering division and its AI and machine-learning group, which is run by John Giannandrea. Matt Costello and Brian Lynch — two executives focused on home products — have overseen the hardware development. Still, Apple hasn’t committed to either project as a company, and the work is still considered to be in the early research phase. A spokeswoman declined to comment.</p><p>Apple investors reacted coolly to the news, with the stock paring earlier gains after Bloomberg reported on the robotics work. It was up less than 1% at $169.65 at the close in New York. Shares of Roomba maker iRobot Corp., meanwhile, briefly jumped as much as 17% — a sign investors thought it might benefit from Apple’s interest in the field. But the rally faded, and the stock gained less than 2% by the close.</p><p style=\"text-align: start;\">Before the EV project was canceled, Apple told its top executives that the company’s future revolved around three areas: automotive, the home and mixed reality. But now the car isn’t happening and Apple has already released its first mixed-reality product, the Vision Pro headset. So the focus has shifted to other future opportunities, including how Apple can better compete in the smart home market.</p><p>The table-top robotics project first excited senior Apple executives a few years ago, including hardware engineering chief John Ternus and members of the industrial design team. The idea was to have the display mimic the head movements — such as nodding — of a person on a FaceTime session. It would also have features to precisely lock on to a single person among a crowd during a video call.</p><p style=\"text-align: start;\">But the company has been concerned about whether consumers would be willing to pay top dollar for such a device. There have also been technical challenges related to balancing the weight of a robotic motor on a small stand. The primary obstacle has been disagreement among Apple executives over whether to move forward with the product at all, according to the people.</p><p style=\"text-align: start;\">Near its campus in Cupertino, California, Apple has a secret facility that resembles the inside of a house — a site where it can test future devices and initiatives for the home. Apple has been exploring other ideas for that market, including a new home hub device with an iPad-like display.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e9e7cbde91bbe61f166bc4bafe38463\" alt=\"John Giannandrea, head of Apple’s AI efforts, is helping oversee the robotics work.\" title=\"John Giannandrea, head of Apple’s AI efforts, is helping oversee the robotics work.\" tg-width=\"2000\" tg-height=\"1334\"/><span>John Giannandrea, head of Apple’s AI efforts, is helping oversee the robotics work.</span></p><p>Apple’s pursuit of the “next big thing” has been an obsession since the Steve Jobs era. But it’s become harder to envision a product that could ever match the iPhone, which accounted for 52% of the company’s $383.3 billion in sales last year.</p><p>A car had the potential to add hundreds of billions of dollars to Apple’s revenue, in part because the vehicles were expected to sell for roughly $100,000 a pop. Few other products have that kind of growth potential, but Apple has a number of projects in the works, including an updated Vision Pro, touch-screen Macs, AirPods with built-in cameras, and new health technologies like a noninvasive blood sugar monitor.</p><p style=\"text-align: start;\">Artificial intelligence is another major focus, even if Apple is playing catch-up in the realm of chatbots and other generative technology. That’s where there could be some overlap with the robotics work. While still in the earliest stages, Apple AI researchers are investigating the use of algorithms to help bots navigate cluttered spaces within people’s homes.</p><p>If the work advances, Apple wouldn’t be the first tech giant to develop a home robot. Amazon.com Inc. introduced a model called Astro in 2021 that currently costs $1,600. But the company was slow to offer the device in major quantities, and it remains a niche product. The company debuted a more business-focused version of the rolling bot last year designed to work as a security guard.</p><p style=\"text-align: start;\">Perhaps the most popular home robot remains the Roomba vacuum, which debuted more than two decades ago. Amazon agreed to acquire iRobot in 2022, but regulatory opposition ultimately doomed the deal. Other companies have also presented the idea of humanoid robots that mimic the size and movements of people.</p><p style=\"text-align: start;\">A silver lining to Apple’s failed car endeavor is that it provided the underpinnings for other initiatives. The neural engine — the company’s AI chip inside of iPhones and Macs — was originally developed for the car. The project also laid the groundwork for the Vision Pro because Apple investigated the use of virtual reality while driving.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/75d1380555942a1a5aa20efffa836fef\" alt=\"Amazon’s Astro home robot has been slow to catch on.\" title=\"Amazon’s Astro home robot has been slow to catch on.\" tg-width=\"2000\" tg-height=\"1501\"/><span>Amazon’s Astro home robot has been slow to catch on.</span></p><p>The robot work got a similar start, originating within Apple’s Titan car project around 2019. That’s when the effort was run by Doug Field, now a top EV executive at Ford Motor Co.</p><p>At the time, Field tapped a series of executives to work on robotics initiatives, ranging from nearly silent indoor drones to home robots. The group included Lynch; Nick Sims, a former Google home products manager; and Dave Scott, who left Apple in 2021 to briefly run a mobile MRI machine company and then returned in 2022 to work on the Vision Pro. Hanns Wolfram Tappeiner, the co-founder of AI and robotics company Anki, is also involved.</p><p>Soon after Field left Apple in 2021, the robotics work was shifted to the home devices group. And at least one former hardware team from the shuttered car project was recently repurposed to the work on home devices and robotics. The car’s operating system — dubbed by some as safetyOS — could also theoretically be tailored for robots, according to people familiar with the effort.</p><p style=\"text-align: start;\">The original concept for the robot was a device that could navigate entirely on its own without human intervention — like the car — and serve as a videoconferencing tool. One pie-in-the-sky idea within Apple was having it be able to handle chores, like cleaning dishes in a sink. But that would require overcoming extraordinarily difficult engineering challenges — something that’s unlikely this decade.</p><p style=\"text-align: start;\">On its website, Apple is advertising for robotics-related roles, indicating that it’s trying to expand the teams working on the project.</p><p style=\"text-align: start;\">“Our team works at the intersection of modern machine learning and robotics to shape the AI that will power the next generation of Apple products,” according to the description of one job. “We are looking for innovative and hardworking ML and robotics researchers and engineers that help us research, define, and develop complex intelligent robotic systems and experiences in the real world.”</p></body></html>","source":"lsy1584095487587","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>Apple Explores Home Robotics as Potential \"Next Big Thing\" After Car Fizzles</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\">\nApple Explores Home Robotics as Potential \"Next Big Thing\" After Car Fizzles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The company has teams working on automated home devicesThe search is on for new growth sources after EV gets nixedApple Inc. has teams investigating a push into personal robotics, a field with the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4512":"苹果概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4571":"数字音乐概念","BK4507":"流媒体概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4576":"AR","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4566":"资本集团","BK4575":"芯片概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4195":"互助储蓄与抵押信贷金融服务","BK4559":"巴菲特持仓","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424745518","content_text":"The company has teams working on automated home devicesThe search is on for new growth sources after EV gets nixedApple Inc. has teams investigating a push into personal robotics, a field with the potential to become one of the company’s ever-shifting “next big things,” according to people familiar with the situation.Engineers at Apple have been exploring a mobile robot that can follow users around their homes, said the people, who asked not to be identified because the skunk-works project is private. The iPhone maker also has developed an advanced table-top home device that uses robotics to move a display around, they said.Though the effort is still in the beginning stages — and it’s unclear if the products will ultimately be released — Apple is under growing pressure to find new sources of revenue. It scrapped an electric vehicle project in February, and a push into mixed-reality goggles is expected to take years to become a major moneymaker.With robotics, Apple could gain a bigger foothold in consumers’ homes and capitalize on advances in artificial intelligence. But it’s not yet clear what approach it might take. Though the robotic smart display is much further along than the mobile bot, it has been added and removed from the company’s product road map over the years, according to the people.The robotics work is happening within Apple’s hardware engineering division and its AI and machine-learning group, which is run by John Giannandrea. Matt Costello and Brian Lynch — two executives focused on home products — have overseen the hardware development. Still, Apple hasn’t committed to either project as a company, and the work is still considered to be in the early research phase. A spokeswoman declined to comment.Apple investors reacted coolly to the news, with the stock paring earlier gains after Bloomberg reported on the robotics work. It was up less than 1% at $169.65 at the close in New York. Shares of Roomba maker iRobot Corp., meanwhile, briefly jumped as much as 17% — a sign investors thought it might benefit from Apple’s interest in the field. But the rally faded, and the stock gained less than 2% by the close.Before the EV project was canceled, Apple told its top executives that the company’s future revolved around three areas: automotive, the home and mixed reality. But now the car isn’t happening and Apple has already released its first mixed-reality product, the Vision Pro headset. So the focus has shifted to other future opportunities, including how Apple can better compete in the smart home market.The table-top robotics project first excited senior Apple executives a few years ago, including hardware engineering chief John Ternus and members of the industrial design team. The idea was to have the display mimic the head movements — such as nodding — of a person on a FaceTime session. It would also have features to precisely lock on to a single person among a crowd during a video call.But the company has been concerned about whether consumers would be willing to pay top dollar for such a device. There have also been technical challenges related to balancing the weight of a robotic motor on a small stand. The primary obstacle has been disagreement among Apple executives over whether to move forward with the product at all, according to the people.Near its campus in Cupertino, California, Apple has a secret facility that resembles the inside of a house — a site where it can test future devices and initiatives for the home. Apple has been exploring other ideas for that market, including a new home hub device with an iPad-like display.John Giannandrea, head of Apple’s AI efforts, is helping oversee the robotics work.Apple’s pursuit of the “next big thing” has been an obsession since the Steve Jobs era. But it’s become harder to envision a product that could ever match the iPhone, which accounted for 52% of the company’s $383.3 billion in sales last year.A car had the potential to add hundreds of billions of dollars to Apple’s revenue, in part because the vehicles were expected to sell for roughly $100,000 a pop. Few other products have that kind of growth potential, but Apple has a number of projects in the works, including an updated Vision Pro, touch-screen Macs, AirPods with built-in cameras, and new health technologies like a noninvasive blood sugar monitor.Artificial intelligence is another major focus, even if Apple is playing catch-up in the realm of chatbots and other generative technology. That’s where there could be some overlap with the robotics work. While still in the earliest stages, Apple AI researchers are investigating the use of algorithms to help bots navigate cluttered spaces within people’s homes.If the work advances, Apple wouldn’t be the first tech giant to develop a home robot. Amazon.com Inc. introduced a model called Astro in 2021 that currently costs $1,600. But the company was slow to offer the device in major quantities, and it remains a niche product. The company debuted a more business-focused version of the rolling bot last year designed to work as a security guard.Perhaps the most popular home robot remains the Roomba vacuum, which debuted more than two decades ago. Amazon agreed to acquire iRobot in 2022, but regulatory opposition ultimately doomed the deal. Other companies have also presented the idea of humanoid robots that mimic the size and movements of people.A silver lining to Apple’s failed car endeavor is that it provided the underpinnings for other initiatives. The neural engine — the company’s AI chip inside of iPhones and Macs — was originally developed for the car. The project also laid the groundwork for the Vision Pro because Apple investigated the use of virtual reality while driving.Amazon’s Astro home robot has been slow to catch on.The robot work got a similar start, originating within Apple’s Titan car project around 2019. That’s when the effort was run by Doug Field, now a top EV executive at Ford Motor Co.At the time, Field tapped a series of executives to work on robotics initiatives, ranging from nearly silent indoor drones to home robots. The group included Lynch; Nick Sims, a former Google home products manager; and Dave Scott, who left Apple in 2021 to briefly run a mobile MRI machine company and then returned in 2022 to work on the Vision Pro. Hanns Wolfram Tappeiner, the co-founder of AI and robotics company Anki, is also involved.Soon after Field left Apple in 2021, the robotics work was shifted to the home devices group. And at least one former hardware team from the shuttered car project was recently repurposed to the work on home devices and robotics. The car’s operating system — dubbed by some as safetyOS — could also theoretically be tailored for robots, according to people familiar with the effort.The original concept for the robot was a device that could navigate entirely on its own without human intervention — like the car — and serve as a videoconferencing tool. One pie-in-the-sky idea within Apple was having it be able to handle chores, like cleaning dishes in a sink. But that would require overcoming extraordinarily difficult engineering challenges — something that’s unlikely this decade.On its website, Apple is advertising for robotics-related roles, indicating that it’s trying to expand the teams working on the project.“Our team works at the intersection of modern machine learning and robotics to shape the AI that will power the next generation of Apple products,” according to the description of one job. “We are looking for innovative and hardworking ML and robotics researchers and engineers that help us research, define, and develop complex intelligent robotic systems and experiences in the real world.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291185685811456,"gmtCreate":1712116265387,"gmtModify":1712116270191,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.","listText":"Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.","text":"Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291185685811456","repostId":"2424026148","repostType":2,"repost":{"id":"2424026148","kind":"highlight","pubTimestamp":1712115900,"share":"https://ttm.financial/m/news/2424026148?lang=&edition=fundamental","pubTime":"2024-04-03 11:45","market":"us","language":"en","title":"Amazon Pulls Plug on Cashierless System in US Grocery Stores","url":"https://stock-news.laohu8.com/highlight/detail?id=2424026148","media":"Bloomberg","summary":"End of program part of far-reaching revamp of grocery businessJust Walk Out technology debuted in Seattle convenience storeAn Amazon Go store in Seattle on Feb. 24, 2020.Amazon.com Inc. is removing it","content":"<html><head></head><body><ul style=\"\"><li><p>End of program part of far-reaching revamp of grocery business</p></li><li><p>Just Walk Out technology debuted in Seattle convenience store</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96a2f39a3de0ce36e8984e9e482dcf15\" alt=\"An Amazon Go store in Seattle on Feb. 24, 2020.\" title=\"An Amazon Go store in Seattle on Feb. 24, 2020.\" tg-width=\"2000\" tg-height=\"1333\"/><span>An Amazon Go store in Seattle on Feb. 24, 2020.</span></p><p style=\"text-align: start;\">Amazon.com Inc. is removing its cashierless Just Walk Out system from grocery stores, a retreat from an ambitious technology designed to let shoppers skip the line.</p><p style=\"text-align: start;\">Amazon will pull the system as it remodels existing Fresh grocery stores and won’t feature it in new locations that will start opening<strong> </strong>later this year, an Amazon spokesperson said.</p><p style=\"text-align: start;\">Tony Hoggett, Amazon’s senior vice president of grocery stores, joined the company in 2022 and launched a far-reaching revamp of the grocery business, which has struggled to build market share in an industry dominated by the likes of Walmart Inc. and Kroger Co.</p><p style=\"text-align: start;\">Amazon plans to rely more heavily on its Dash Cart, which lets shoppers scan items as they go. But the company has dialed back the complexity of the technology.</p><p style=\"text-align: start;\">The carts initially used a set of cameras to automatically identify what shoppers had grabbed from the shelf. Newer versions stripped out some cameras, and shoppers are now asked<strong> </strong>to hold the item in front of a pair of scanners, which can read bar codes among other cues. Shoppers can also use a touchscreen to ring up merchandise, such as produce, that lacks bar codes.</p><p>The Information reported the scrapping of Just Walk Out technology earlier.</p><p style=\"text-align: start;\">The system uses ceiling-mounted cameras and shelf sensors, backed by algorithms, to determine what a shopper took from a store. Customers are charged automatically upon exiting.</p><p style=\"text-align: start;\">The company began developing the technology more than a decade ago, part of a push by Jeff Bezos, then chief executive officer, to develop a unique offering to accompany Amazon’s move into physical stores.</p><p style=\"text-align: start;\">The technology debuted in 2018 with the opening of a convenience store in the lobby of Amazon’s Seattle headquarters. The company built dozens of Amazon Go branded convenience stores and later installed the cashierless system in Fresh Stores and a pair of Whole Foods Market locations.</p><p style=\"text-align: start;\">The technology alienated some shoppers, who were put off by entry gates or the feeling that Amazon had turned a visit to the grocery store into a high-tech vending machine. Receipts, which arrived digitally a few minutes to hours after a shopper checked out, also weren’t practical for big shops.</p><p style=\"text-align: start;\">Amazon Go stores will still use Just Walk Out technology, and the company will continue to license it to other retailers. Smaller stores in the UK also will keep using the system.</p></body></html>","source":"lsy1584095487587","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>Amazon Pulls Plug on Cashierless System in US Grocery Stores</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\">\nAmazon Pulls Plug on Cashierless System in US Grocery Stores\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-02/amazon-pulls-plug-on-cashierless-system-in-us-grocery-stores?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>End of program part of far-reaching revamp of grocery businessJust Walk Out technology debuted in Seattle convenience storeAn Amazon Go store in Seattle on Feb. 24, 2020.Amazon.com Inc. is removing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-02/amazon-pulls-plug-on-cashierless-system-in-us-grocery-stores?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0080751232.USD":"富达环球多元动力基金A","BK4561":"索罗斯持仓","LU0109392836.USD":"富兰克林科技股A","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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But the company has dialed back the complexity of the technology.The carts initially used a set of cameras to automatically identify what shoppers had grabbed from the shelf. Newer versions stripped out some cameras, and shoppers are now asked to hold the item in front of a pair of scanners, which can read bar codes among other cues. Shoppers can also use a touchscreen to ring up merchandise, such as produce, that lacks bar codes.The Information reported the scrapping of Just Walk Out technology earlier.The system uses ceiling-mounted cameras and shelf sensors, backed by algorithms, to determine what a shopper took from a store. Customers are charged automatically upon exiting.The company began developing the technology more than a decade ago, part of a push by Jeff Bezos, then chief executive officer, to develop a unique offering to accompany Amazon’s move into physical stores.The technology debuted in 2018 with the opening of a convenience store in the lobby of Amazon’s Seattle headquarters. The company built dozens of Amazon Go branded convenience stores and later installed the cashierless system in Fresh Stores and a pair of Whole Foods Market locations.The technology alienated some shoppers, who were put off by entry gates or the feeling that Amazon had turned a visit to the grocery store into a high-tech vending machine. Receipts, which arrived digitally a few minutes to hours after a shopper checked out, also weren’t practical for big shops.Amazon Go stores will still use Just Walk Out technology, and the company will continue to license it to other retailers. Smaller stores in the UK also will keep using the system.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288886919819432,"gmtCreate":1711553579726,"gmtModify":1711553583185,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"Oh it's definitely out&nbsp;[LOL]&nbsp;&nbsp;","listText":"Oh it's definitely out&nbsp;[LOL]&nbsp;&nbsp;","text":"Oh it's definitely out [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288886919819432","repostId":"2422866173","repostType":2,"repost":{"id":"2422866173","kind":"highlight","pubTimestamp":1711551600,"share":"https://ttm.financial/m/news/2422866173?lang=&edition=fundamental","pubTime":"2024-03-27 23:00","market":"us","language":"en","title":"Apple’s AI Lifeline: Don’t Panic. AAPL Stock Is Down, but Not Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2422866173","media":"InvestorPlace","summary":"Apple  is going through a difficult time this year and its stock is underperforming.However, the problems Apple faces are not unique to it and they are short term in nature.A new potential partnership with Alphabet to add AI to future editions of the iPhone could get the company back on track.News of the antitrust case sent Apple’s stock down 4% in a single trading session, wiping $113 billion from the company’s market value. While things look grim, there’s still reason to keep AAPL stock as a core portfolio holding.The antitrust lawsuit accuses Apple of having an illegal monopoly in the smartphone market and using predatory practices to retain its dominant position.The latest antitrust case seeks to dismantle the way Apple’s hardware and software work together on the company’s electronic devices that include the iPhone, iPad, and Apple Watch.In China, Apple faces a major competitive threat from Chinese technology leader Huawei, whose Mate 60 smartphone has become a big hit with consum","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Apple</strong> (<strong>AAPL</strong>) is going through a difficult time this year and its stock is underperforming.</p></li><li><p>However, the problems Apple faces are not unique to it and they are short term in nature. </p></li><li><p>A new potential partnership with <strong>Alphabet </strong>to add AI to future editions of the iPhone could get the company back on track. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a0271e00cf2ea1481c5d6600c8492c5\" alt=\"Source: Yalcin Sonat / Shutterstock.com\" title=\"Source: Yalcin Sonat / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Yalcin Sonat / Shutterstock.com</span></p><p><strong>Apple </strong>(NASDAQ:<strong>AAPL</strong>) stock had bad year that just got worse. Already down on the year and sitting near the bottom of the S&amp;P 500 index in terms of performance recently the U.S. Justice Department launched an antitrust lawsuit against the iPhone maker.</p><p>News of the antitrust case sent Apple’s stock down 4% in a single trading session, wiping $113 billion from the company’s market value. While things look grim, there’s still reason to keep AAPL stock as a core portfolio holding.</p><h2 id=\"id_3507774437\">The United States vs. Apple</h2><p>The antitrust lawsuit accuses Apple of having an illegal monopoly in the smartphone market and using predatory practices to retain its dominant position.</p><p>Alleged anticompetitive practices by Apple include limiting non-Apple smartwatch functionality, restricting access to contactless payments for third-party digital wallets, and refusing iMessage compatibility with rival platforms.</p><p>The latest antitrust case seeks to dismantle the way Apple’s hardware and software work together on the company’s electronic devices that include the iPhone, iPad, and Apple Watch.</p><p>While concerning, it’s important to remember that the lawsuit against Apple is just the latest antitrust enforcement by the U.S. government.</p><p>In recent years, the Justice Department has also filed antitrust cases against <strong>Alphabet </strong>(NASDAQ:<strong>GOOG </strong>/ NASDAQ:<strong>GOOGL</strong>) and <strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>). Apple is not unique in this matter.</p><p>Market commentators roundly criticized the Justice Department’s action, noting that while Apple retains a 62% share of the smartphone market in the U.S., its global share is only about 25%.</p><p>The markets were quick to shrug off news of the antitrust action. While AAPL stock initially fell 4% on news of the government lawsuit, it staged a recovery and rose nearly 1% the following day.</p><h2 id=\"id_3591646227\">The China Problem</h2><p>On the day the antitrust case was announced, Apple CEO Tim Cook was in Shanghai, China for the opening a huge new store in the city. It’s a $12 million retail outlet that is the second largest Apple store in the world after the company’s flagship location on New York’s Fifth Avenue.</p><p>The trip to China was one of several high-profile visits by Cook as Apple tries to reverse a decline in iPhone sales in the nation of 1.4 billion people.</p><p>The latest data showed that sales of Apple’s iPhone in China declined 24% during the first six weeks of the year amid rising competition.</p><p>In China, Apple faces a major competitive threat from Chinese technology leader <strong>Huawei</strong>, whose Mate 60 smartphone has become a big hit with consumers and is leading the high end smartphone category in that country.</p><p>The decline in China comes as Apple struggles with a broader decline in sales of its electronic devices such as the iPad and MacBook. The declining sales are the main reason that AAPL stock is down 7% on the year.</p><p>However, Apple isn’t the only company facing a sales slowdown in China. Leading American companies such as <strong>Tesla </strong>(NASDAQ:<strong>TSLA</strong>), <strong>Nike </strong>(NYSE:<strong>NKE</strong>) and <strong>Starbucks</strong> (NASDAQ:<strong>SBUX</strong>) are also facing challenges.</p><h2 id=\"id_2718326601\">An AI Lifeline?</h2><p>Clearly Apple is having a difficult time this year and it’s dragging the stock lower as a result. But the company is not taking the current situation lying down.</p><p>In recent months, Apple has launched its Vision Pro augmented reality headset, its first entirely new product since the Apple Watch, is moving its manufacturing base to India from China, and has canceled its long gestating car project.</p><p>At the same time, Apple is relying more on services such as banking and streaming to generate revenue amid a slowdown in sales of its devices.</p><p>It’s worth remembering that Apple continues to beat Wall Street forecasts on both the top and bottom lines with its financial results. And now, Apple might also be getting an artificial intelligence lifeline thanks to a new potential partnership with Alphabet.</p><p>Media reports say that Apple is planning to license Gemini AI technology from Alphabet and use it in iPhones. Gemini is Google’s generative AI tech that runs chatbots and coding assistants.</p><p>According to the reports, Apple plans to license the technology from Alphabet and build the Gemini AI engine into future iterations of the iPhone, providing the smartphone with its biggest upgrade in years and giving it a competitive advantage.</p><h2 id=\"id_2623421903\">Buy AAPL Stock</h2><p>Admittedly, Apple is going through some difficulties right now and its stock is underperforming, but most of these issues are not the company’s fault, nor is Apple the only concern dealing with them.</p><p>The problems Apple faces are short term in nature and likely to resolve themselves in time. What’s important is that Apple is taking steps to right its ship, grow, and innovate.</p><p>The move to add AI functionality to the iPhone could give the company and its share price a much-needed boost.</p><p>Given its track record of success, it would be foolish to bet against Apple over the long-term. The company has the talent, resources, and experience to get itself back on track. AAPL stock is still a buy and should remain a core holding in investors’ portfolios.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s AI Lifeline: Don’t Panic. AAPL Stock Is Down, but Not Out</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\">\nApple’s AI Lifeline: Don’t Panic. AAPL Stock Is Down, but Not Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-27 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/apples-ai-lifeline-dont-panic-aapl-stock-is-down-but-not-out/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (AAPL) is going through a difficult time this year and its stock is underperforming.However, the problems Apple faces are not unique to it and they are short term in nature. A new potential ...</p>\n\n<a href=\"https://investorplace.com/2024/03/apples-ai-lifeline-dont-panic-aapl-stock-is-down-but-not-out/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4553":"喜马拉雅资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","AAPL":"苹果","BK4534":"瑞士信贷持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4558":"双十一","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4535":"淡马锡持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4559":"巴菲特持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4538":"云计算","BK4550":"红杉资本持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓"},"source_url":"https://investorplace.com/2024/03/apples-ai-lifeline-dont-panic-aapl-stock-is-down-but-not-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422866173","content_text":"Apple (AAPL) is going through a difficult time this year and its stock is underperforming.However, the problems Apple faces are not unique to it and they are short term in nature. A new potential partnership with Alphabet to add AI to future editions of the iPhone could get the company back on track. Source: Yalcin Sonat / Shutterstock.comApple (NASDAQ:AAPL) stock had bad year that just got worse. Already down on the year and sitting near the bottom of the S&P 500 index in terms of performance recently the U.S. Justice Department launched an antitrust lawsuit against the iPhone maker.News of the antitrust case sent Apple’s stock down 4% in a single trading session, wiping $113 billion from the company’s market value. While things look grim, there’s still reason to keep AAPL stock as a core portfolio holding.The United States vs. AppleThe antitrust lawsuit accuses Apple of having an illegal monopoly in the smartphone market and using predatory practices to retain its dominant position.Alleged anticompetitive practices by Apple include limiting non-Apple smartwatch functionality, restricting access to contactless payments for third-party digital wallets, and refusing iMessage compatibility with rival platforms.The latest antitrust case seeks to dismantle the way Apple’s hardware and software work together on the company’s electronic devices that include the iPhone, iPad, and Apple Watch.While concerning, it’s important to remember that the lawsuit against Apple is just the latest antitrust enforcement by the U.S. government.In recent years, the Justice Department has also filed antitrust cases against Alphabet (NASDAQ:GOOG / NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN). Apple is not unique in this matter.Market commentators roundly criticized the Justice Department’s action, noting that while Apple retains a 62% share of the smartphone market in the U.S., its global share is only about 25%.The markets were quick to shrug off news of the antitrust action. While AAPL stock initially fell 4% on news of the government lawsuit, it staged a recovery and rose nearly 1% the following day.The China ProblemOn the day the antitrust case was announced, Apple CEO Tim Cook was in Shanghai, China for the opening a huge new store in the city. It’s a $12 million retail outlet that is the second largest Apple store in the world after the company’s flagship location on New York’s Fifth Avenue.The trip to China was one of several high-profile visits by Cook as Apple tries to reverse a decline in iPhone sales in the nation of 1.4 billion people.The latest data showed that sales of Apple’s iPhone in China declined 24% during the first six weeks of the year amid rising competition.In China, Apple faces a major competitive threat from Chinese technology leader Huawei, whose Mate 60 smartphone has become a big hit with consumers and is leading the high end smartphone category in that country.The decline in China comes as Apple struggles with a broader decline in sales of its electronic devices such as the iPad and MacBook. The declining sales are the main reason that AAPL stock is down 7% on the year.However, Apple isn’t the only company facing a sales slowdown in China. Leading American companies such as Tesla (NASDAQ:TSLA), Nike (NYSE:NKE) and Starbucks (NASDAQ:SBUX) are also facing challenges.An AI Lifeline?Clearly Apple is having a difficult time this year and it’s dragging the stock lower as a result. But the company is not taking the current situation lying down.In recent months, Apple has launched its Vision Pro augmented reality headset, its first entirely new product since the Apple Watch, is moving its manufacturing base to India from China, and has canceled its long gestating car project.At the same time, Apple is relying more on services such as banking and streaming to generate revenue amid a slowdown in sales of its devices.It’s worth remembering that Apple continues to beat Wall Street forecasts on both the top and bottom lines with its financial results. And now, Apple might also be getting an artificial intelligence lifeline thanks to a new potential partnership with Alphabet.Media reports say that Apple is planning to license Gemini AI technology from Alphabet and use it in iPhones. Gemini is Google’s generative AI tech that runs chatbots and coding assistants.According to the reports, Apple plans to license the technology from Alphabet and build the Gemini AI engine into future iterations of the iPhone, providing the smartphone with its biggest upgrade in years and giving it a competitive advantage.Buy AAPL StockAdmittedly, Apple is going through some difficulties right now and its stock is underperforming, but most of these issues are not the company’s fault, nor is Apple the only concern dealing with them.The problems Apple faces are short term in nature and likely to resolve themselves in time. What’s important is that Apple is taking steps to right its ship, grow, and innovate.The move to add AI functionality to the iPhone could give the company and its share price a much-needed boost.Given its track record of success, it would be foolish to bet against Apple over the long-term. The company has the talent, resources, and experience to get itself back on track. AAPL stock is still a buy and should remain a core holding in investors’ portfolios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288453293064440,"gmtCreate":1711433545578,"gmtModify":1711433549362,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"No, subreddit wallstreetbets redditors are already planning to short it&nbsp;","listText":"No, subreddit wallstreetbets redditors are already planning to short it&nbsp;","text":"No, subreddit wallstreetbets redditors are already planning to short it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288453293064440","repostId":"2422662105","repostType":2,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288339587162112,"gmtCreate":1711417994803,"gmtModify":1711417999437,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their&nbsp;indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock.&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their&nbsp;indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock.&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock. $Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288339587162112","repostId":"2422541210","repostType":2,"repost":{"id":"2422541210","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1711415217,"share":"https://ttm.financial/m/news/2422541210?lang=&edition=fundamental","pubTime":"2024-03-26 09:06","market":"us","language":"en","title":"Consumers Sue Apple, Taking Page From US Justice Department Lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=2422541210","media":"Reuters","summary":"By Mike Scarcella      March 25 (Reuters) - Apple    has been hit with a flurry of new consumer lawsuits accusing the iPhone maker of monopolizing the smartphone market, piggybacking on a sweeping ant","content":"<html><head></head><body><p>(Reuters) - Apple has been hit with a flurry of new consumer lawsuits accusing the iPhone maker of monopolizing the smartphone market, piggybacking on a sweeping antitrust case lodged by the U.S. Justice Department and 15 states last week.</p><p>At least three proposed class actions have been filed since Friday in California and New Jersey federal courts by iPhone owners who claim Apple inflated the cost of its products through anticompetitive conduct.</p><p>The lawsuits, seeking to represent millions of consumers, mirror the Justice Department&#39;s claims that Apple violated U.S. antitrust law by suppressing technology for messaging apps, digital wallets and other items that would have increased competition in the market for smartphones.</p><p>Apple has denied the government&#39;s allegations. The Cupertino, California-based company did not immediately respond to a request for comment on the consumer lawsuits.</p><p>Attorney Steve Berman, whose law firm Hagens Berman Sobol Shapiro filed one of the new cases, noted that his firm had earlier sued Apple for allegedly thwarting competition for its Apple Pay mobile wallet.</p><p>&#34;We are pleased that the DOJ (Department of Justice) agrees with our approach,&#34; Berman said.</p><p>Attorneys behind the other new cases did not immediately respond to requests for comment.</p><p>Apple is already fighting private lawsuits challenging its business practices as anticompetitive. A judge in February ruled that Apple must face a class action on behalf of millions of consumers claiming it monopolized the market for iPhone apps. Apple denies the claims.</p><p>Hagens Berman previously secured a combined $550 million in settlements from Apple in separate cases related to its ebook pricing and app store policies.</p><p>A 2022 study by a University of Buffalo law school professor found that private antitrust class actions can sometimes go farther than government cases, expanding &#34;the scope of wrongdoing, the amount of recovery, or the number of defendants involved.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumers Sue Apple, Taking Page From US Justice Department Lawsuit</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\">\nConsumers Sue Apple, Taking Page From US Justice Department Lawsuit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-26 09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Apple has been hit with a flurry of new consumer lawsuits accusing the iPhone maker of monopolizing the smartphone market, piggybacking on a sweeping antitrust case lodged by the U.S. Justice Department and 15 states last week.</p><p>At least three proposed class actions have been filed since Friday in California and New Jersey federal courts by iPhone owners who claim Apple inflated the cost of its products through anticompetitive conduct.</p><p>The lawsuits, seeking to represent millions of consumers, mirror the Justice Department&#39;s claims that Apple violated U.S. antitrust law by suppressing technology for messaging apps, digital wallets and other items that would have increased competition in the market for smartphones.</p><p>Apple has denied the government&#39;s allegations. The Cupertino, California-based company did not immediately respond to a request for comment on the consumer lawsuits.</p><p>Attorney Steve Berman, whose law firm Hagens Berman Sobol Shapiro filed one of the new cases, noted that his firm had earlier sued Apple for allegedly thwarting competition for its Apple Pay mobile wallet.</p><p>&#34;We are pleased that the DOJ (Department of Justice) agrees with our approach,&#34; Berman said.</p><p>Attorneys behind the other new cases did not immediately respond to requests for comment.</p><p>Apple is already fighting private lawsuits challenging its business practices as anticompetitive. A judge in February ruled that Apple must face a class action on behalf of millions of consumers claiming it monopolized the market for iPhone apps. Apple denies the claims.</p><p>Hagens Berman previously secured a combined $550 million in settlements from Apple in separate cases related to its ebook pricing and app store policies.</p><p>A 2022 study by a University of Buffalo law school professor found that private antitrust class actions can sometimes go farther than government cases, expanding &#34;the scope of wrongdoing, the amount of recovery, or the number of defendants involved.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4554":"元宇宙及AR概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4532":"文艺复兴科技持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","BK4507":"流媒体概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4559":"巴菲特持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4501":"段永平概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4579":"人工智能","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","AAPL":"苹果","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4512":"苹果概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422541210","content_text":"(Reuters) - Apple has been hit with a flurry of new consumer lawsuits accusing the iPhone maker of monopolizing the smartphone market, piggybacking on a sweeping antitrust case lodged by the U.S. Justice Department and 15 states last week.At least three proposed class actions have been filed since Friday in California and New Jersey federal courts by iPhone owners who claim Apple inflated the cost of its products through anticompetitive conduct.The lawsuits, seeking to represent millions of consumers, mirror the Justice Department's claims that Apple violated U.S. antitrust law by suppressing technology for messaging apps, digital wallets and other items that would have increased competition in the market for smartphones.Apple has denied the government's allegations. The Cupertino, California-based company did not immediately respond to a request for comment on the consumer lawsuits.Attorney Steve Berman, whose law firm Hagens Berman Sobol Shapiro filed one of the new cases, noted that his firm had earlier sued Apple for allegedly thwarting competition for its Apple Pay mobile wallet.\"We are pleased that the DOJ (Department of Justice) agrees with our approach,\" Berman said.Attorneys behind the other new cases did not immediately respond to requests for comment.Apple is already fighting private lawsuits challenging its business practices as anticompetitive. A judge in February ruled that Apple must face a class action on behalf of millions of consumers claiming it monopolized the market for iPhone apps. Apple denies the claims.Hagens Berman previously secured a combined $550 million in settlements from Apple in separate cases related to its ebook pricing and app store policies.A 2022 study by a University of Buffalo law school professor found that private antitrust class actions can sometimes go farther than government cases, expanding \"the scope of wrongdoing, the amount of recovery, or the number of defendants involved.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287952943497424,"gmtCreate":1711323601546,"gmtModify":1711323605191,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"I didn't know a digital marketing company could be called a tech firm&nbsp;[Thinking]&nbsp;&nbsp;[Helpless]&nbsp;&nbsp;","listText":"I didn't know a digital marketing company could be called a tech firm&nbsp;[Thinking]&nbsp;&nbsp;[Helpless]&nbsp;&nbsp;","text":"I didn't know a digital marketing company could be called a tech firm [Thinking] [Helpless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287952943497424","repostId":"2421827611","repostType":4,"repost":{"id":"2421827611","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1711321917,"share":"https://ttm.financial/m/news/2421827611?lang=&edition=fundamental","pubTime":"2024-03-25 07:11","market":"us","language":"en","title":"Walmart-Backed Tech Firm Ibotta Files for US IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2421827611","media":"Reuters","summary":"Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.Shares of Reddit Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. Ibotta plans to list its shares on the New York Stock Exchange under the symbol \"IBTA\".  Goldman S","content":"<html><head></head><body><div>\n<div>\n<div><p>    Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.</p><p>The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.</p><p>Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. </p><p>Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. </p><p>Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.</p><p>Shares of <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. </p><p>Ibotta plans to list its shares on the New York Stock Exchange under the symbol &#34;IBTA&#34;.  </p><p>Goldman Sachs, Citigroup and BofA Securities are the lead underwriters in the initial public offering. </p></div>\n</div>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walmart-Backed Tech Firm Ibotta Files for US IPO</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\">\nWalmart-Backed Tech Firm Ibotta Files for US IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-25 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><div>\n<div>\n<div><p>    Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.</p><p>The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.</p><p>Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. </p><p>Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. </p><p>Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.</p><p>Shares of <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. </p><p>Ibotta plans to list its shares on the New York Stock Exchange under the symbol &#34;IBTA&#34;.  </p><p>Goldman Sachs, Citigroup and BofA Securities are the lead underwriters in the initial public offering. </p></div>\n</div>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"source_url":"https://www.channelnewsasia.com/business/walmart-backed-tech-firm-ibotta-files-us-ipo-4216016","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2421827611","content_text":"Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.Shares of Reddit Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. Ibotta plans to list its shares on the New York Stock Exchange under the symbol \"IBTA\".  Goldman Sachs, Citigroup and BofA Securities are the lead underwriters in the initial public offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286968761499760,"gmtCreate":1711083077267,"gmtModify":1711083080944,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"The keyword here is \"niche\"","listText":"The keyword here is \"niche\"","text":"The keyword here is \"niche\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286968761499760","repostId":"2421954094","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286371589439736,"gmtCreate":1710949660026,"gmtModify":1710950317757,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.","listText":"it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.","text":"it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286371589439736","repostId":"2420431357","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284135620526392,"gmtCreate":1710385058901,"gmtModify":1710385443285,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> Boomers who always say \"play share ah\" buying this stock because temasek invested in it&nbsp;[LOL]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> Boomers who always say \"play share ah\" buying this stock because temasek invested in it&nbsp;[LOL]&nbsp;&nbsp;","text":"$Seatrium(S51.SI)$ Boomers who always say \"play share ah\" buying this stock because temasek invested in it [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284135620526392","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276671344632056,"gmtCreate":1708576903990,"gmtModify":1708580382343,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"🤩🤩🤩","listText":"🤩🤩🤩","text":"🤩🤩🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276671344632056","repostId":"2413286559","repostType":2,"repost":{"id":"2413286559","kind":"highlight","pubTimestamp":1708574400,"share":"https://ttm.financial/m/news/2413286559?lang=&edition=fundamental","pubTime":"2024-02-22 12:00","market":"us","language":"en","title":"Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413286559","media":"Seeking Alpha","summary":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B!Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from streng","content":"<html><head></head><body><ul style=\"\"><li><p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week&#39;s pre-ER losses.</p></li><li><p>Powered by insatiable demand for its AI GPU chips, Nvidia&#39;s Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.</p></li><li><p>During Q4, Nvidia&#39;s non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.</p></li><li><p>While Nvidia&#39;s business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.</p></li><li><p>With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c6bf32b2eb3fc7f9938bea898d0f58\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_3796557788\">Brief Review Of Nvidia&#39;s Q4 2023 Report</h2><p>Going into its Q3 FY2024 earnings report, <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bf863da3d94fd01582724c2bf7a8c74\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"217\"/><span>Seeking Alpha</span></p><p>For Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA&#39;s AI GPU chips:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa18c4e5f092fb2b2fc4d213f457bc5\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"654\"/><span>Nvidia Investor Relations</span></p><p>In Q4 FY2024, Nvidia&#39;s Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA&#39;s AI GPUs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d24a82e1390d2380c3058e52131060\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"510\"/><span>Nvidia Investor Relations</span></p><p>Here&#39;s what Jensen Huang, Nvidia&#39;s CEO, had to say in the Q4 &#39;23 release:</p><blockquote><p><em>Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.</em></p><p><em>NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead</em></p></blockquote><p>With cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don&#39;t think Nvidia&#39;s strong performance in data center is all that surprising.</p><p>With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bb054f79be3418cd00b3543f2361185\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"293\"/><span>Nvidia Investor Relations</span></p><p>In Q4, Nvidia&#39;s Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!</p><p>On the margin front, Nvidia&#39;s non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia&#39;s hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia&#39;s quarterly free cash flow generation higher in combination with explosive top line growth.</p><p>In Q4 FY2024, Nvidia&#39;s quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant&#39;s fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3ba71907527b76c3355a12b8606d2e\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"511\"/><span>Nvidia Investor Relations</span></p><p>While Nvidia&#39;s balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.</p><p>For Q1 FY2025, Nvidia&#39;s management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f64db33b95e873e4f4b8829425180f\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"242\"/><span>Nvidia Investor Relations</span></p><p>Despite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.</p><p>At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:</p><blockquote><p><em>There&#39;s about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we&#39;ll have $2T worth of data centers that will be powering software around the world, and all of it&#39;s going to be accelerated.</em></p></blockquote><p>In my view, the long-term opportunity for Nvidia is massive [TAM: &gt;$300B]. Given CUDA&#39;s dominance, Nvidia is likely to keep enjoying the lion&#39;s share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c78c605a6652b72eac7558c1e7da3f79\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha</span></p><p>With nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let&#39;s see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):</p><h2 id=\"id_587030274\">Nvidia&#39;s Fair Value And Expected Returns</h2><p>In light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).</p><p>Given Nvidia&#39;s incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (&#34;FCF&#34;) margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.</p><p><strong>Here&#39;s my updated valuation model for Nvidia:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b183591ca0c1f2075b2e082373c32257\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA&#39;s stock price is well ahead of its skis at this moment in time.</p><p>Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI&#39;s GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don&#39;t see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.</p><p>Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122caf3a082986b897a878a006b26c5\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"321\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Despite using generous assumptions for future growth and margins, NVDA&#39;s expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you&#39;re willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.</p><p><strong>Please note:</strong> Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.</p><h2 id=\"id_1105598722\">Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?</h2><p>From a fundamental standpoint, Nvidia&#39;s business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious &#34;picks and shovels&#34; play in the AI gold rush. That said, a lot of future success is already baked into Nvidia&#39;s current stock price, and the long-term risk/reward doesn&#39;t justify allocation of fresh capital right now.</p><p>Technically, Nvidia&#39;s stock is firmly in the overbought territory (RSI &gt;70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f806f70925bf897f45e2a045ea9061\" tg-width=\"640\" tg-height=\"534\"/></p><p>Given Nvidia&#39;s robust financial performance and management&#39;s optimistic outlook, I don&#39;t think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.</p><p>Now, I have sounded like a broken record, but I have to say this again -</p><blockquote><p><em>Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we&#39;re being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.</em></p><p><em>Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.</em></p><p>Source: &#34;Nvidia Q3 Review: I Was Wrong, But I&#39;m Staying On The Sidelines.&#34;</p></blockquote><p>With persistent doubts over sustainability of Nvidia&#39;s revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.</p><p><strong>Key Takeaway:</strong> I continue to rate Nvidia Corporation stock &#34;Neutral/Hold&#34; at $721 per share.</p><p>Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand ...</p>\n\n<a href=\"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","BK4576":"AR","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4577":"网络游戏","LU0171293334.USD":"贝莱德英国基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4122":"互联网与直销零售","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0557290698.USD":"施罗德环球可持续增长基金"},"source_url":"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413286559","content_text":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!Bloomberg/Bloomberg via Getty ImagesBrief Review Of Nvidia's Q4 2023 ReportGoing into its Q3 FY2024 earnings report, NVIDIA Corporation (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.Seeking AlphaFor Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA's AI GPU chips:Nvidia Investor RelationsIn Q4 FY2024, Nvidia's Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA's AI GPUs.Nvidia Investor RelationsHere's what Jensen Huang, Nvidia's CEO, had to say in the Q4 '23 release:Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future aheadWith cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don't think Nvidia's strong performance in data center is all that surprising.With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.Nvidia Investor RelationsIn Q4, Nvidia's Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!On the margin front, Nvidia's non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia's hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia's quarterly free cash flow generation higher in combination with explosive top line growth.In Q4 FY2024, Nvidia's quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant's fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.Nvidia Investor RelationsWhile Nvidia's balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.For Q1 FY2025, Nvidia's management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).Nvidia Investor RelationsDespite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:There's about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we'll have $2T worth of data centers that will be powering software around the world, and all of it's going to be accelerated.In my view, the long-term opportunity for Nvidia is massive [TAM: >$300B]. Given CUDA's dominance, Nvidia is likely to keep enjoying the lion's share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.Seeking AlphaWith nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let's see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):Nvidia's Fair Value And Expected ReturnsIn light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).Given Nvidia's incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (\"FCF\") margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.Here's my updated valuation model for Nvidia:TQI Valuation Model (TQIG.org)Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA's stock price is well ahead of its skis at this moment in time.Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI's GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don't see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.TQI Valuation Model (TQIG.org)Despite using generous assumptions for future growth and margins, NVDA's expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you're willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.Please note: Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?From a fundamental standpoint, Nvidia's business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious \"picks and shovels\" play in the AI gold rush. That said, a lot of future success is already baked into Nvidia's current stock price, and the long-term risk/reward doesn't justify allocation of fresh capital right now.Technically, Nvidia's stock is firmly in the overbought territory (RSI >70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.Given Nvidia's robust financial performance and management's optimistic outlook, I don't think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.Now, I have sounded like a broken record, but I have to say this again -Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we're being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.Source: \"Nvidia Q3 Review: I Was Wrong, But I'm Staying On The Sidelines.\"With persistent doubts over sustainability of Nvidia's revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.Key Takeaway: I continue to rate Nvidia Corporation stock \"Neutral/Hold\" at $721 per share.Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276506101026880,"gmtCreate":1708536541962,"gmtModify":1708541265331,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4095269946437450","authorIdStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276506101026880","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":317973971591464,"gmtCreate":1718668942315,"gmtModify":1718668945858,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"oh no people are going to short it&nbsp;[Surprised]&nbsp;&nbsp;then buy again lorh!![Happy]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"oh no people are going to short it&nbsp;[Surprised]&nbsp;&nbsp;then buy again lorh!![Happy]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"oh no people are going to short it [Surprised] then buy again lorh!![Happy] $NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/317973971591464","repostId":"1148715763","repostType":4,"repost":{"id":"1148715763","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718668105,"share":"https://ttm.financial/m/news/1148715763?lang=&edition=fundamental","pubTime":"2024-06-18 07:48","market":"us","language":"en","title":"Supreme Court Will Hear Nvidia Shareholder Suit. A Ruling Will Have Ripple Effects","url":"https://stock-news.laohu8.com/highlight/detail?id=1148715763","media":"Dow Jones","summary":"Two years after agreeing to pay the Securities and Exchange Commission $5.5 million for inadequate disclosures regarding its business with the cryptocurrency industry, Nvidia is pushing to avoid simil","content":"<html><head></head><body><p>Two years after agreeing to pay the Securities and Exchange Commission $5.5 million for inadequate disclosures regarding its business with the cryptocurrency industry, Nvidia is pushing to avoid similar legal claims on a broader scale in the future.</p><p style=\"text-align: start;\">On Monday, the Supreme Court said it agreed to hear the AI powerhouse’s appeal of a class-action lawsuit claiming that it misled investors about how much of its revenue came from the “notoriously volatile” crypto industry. The High Court will take up the case in its 2024-2025 session, which starts in October.</p><p>If Nvidia prevails, it could avoid getting bogged down in similar shareholder suits. However, a loss for Nvidia could open up a raft of similar claims not just for itself but for other companies facing shareholder suits.</p><p>The class-action suit was brought by Swedish investment firm E. Ohman J:or Fonder AB. They claim that Nvidia underreported its revenue derived from sales to the crypto industry to mine for Bitcoin and other digital currencies by more than $1.1 billion dollars over a period of 15 months between May 2017 and July 2018 by miscategorizing it as gaming revenue.</p><p>A federal judge dismissed the case in 2021 but the Ninth Circuit Court of Appeals in California, where Nvidia is based, revived it, saying the shareholders who filed the case made adequate arguments to allow it to move forward.</p><p>In petitioning the Supreme Court to hear the case, Nvidia argued that federal rules aimed at limiting frivolous lawsuits should apply on the grounds that the shareholders failed to meet threshold legal requirements under the Private Securities Litigation Reform Act passed by Congress in 1995.</p><p>Specifically, it said that assumptions presented by the shareholders’ experts were speculation and that the 2022 SEC settlement didn’t prove knowledge or recklessness. Nvidia’s lawyers also say the Ninth Circuit’s decision could open the door to speculative litigation.</p><p>Nvidia declined <em>Barron’s</em> request for comment. E. Ohman J:or Fonder AB didn’t reply immediately.</p><p>Nvidia is on a roll lately, with its stock reaching $3 trillion in market value for the first time on June 5, before completing a 10-for-1 split on June 7. Shares snapped a three-day winning streak on Monday, closing down 0.7% at $130.98, but are still up 164% so far this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Supreme Court Will Hear Nvidia Shareholder Suit. A Ruling Will Have Ripple Effects</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\">\nSupreme Court Will Hear Nvidia Shareholder Suit. A Ruling Will Have Ripple Effects\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-18 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Two years after agreeing to pay the Securities and Exchange Commission $5.5 million for inadequate disclosures regarding its business with the cryptocurrency industry, Nvidia is pushing to avoid similar legal claims on a broader scale in the future.</p><p style=\"text-align: start;\">On Monday, the Supreme Court said it agreed to hear the AI powerhouse’s appeal of a class-action lawsuit claiming that it misled investors about how much of its revenue came from the “notoriously volatile” crypto industry. The High Court will take up the case in its 2024-2025 session, which starts in October.</p><p>If Nvidia prevails, it could avoid getting bogged down in similar shareholder suits. However, a loss for Nvidia could open up a raft of similar claims not just for itself but for other companies facing shareholder suits.</p><p>The class-action suit was brought by Swedish investment firm E. Ohman J:or Fonder AB. They claim that Nvidia underreported its revenue derived from sales to the crypto industry to mine for Bitcoin and other digital currencies by more than $1.1 billion dollars over a period of 15 months between May 2017 and July 2018 by miscategorizing it as gaming revenue.</p><p>A federal judge dismissed the case in 2021 but the Ninth Circuit Court of Appeals in California, where Nvidia is based, revived it, saying the shareholders who filed the case made adequate arguments to allow it to move forward.</p><p>In petitioning the Supreme Court to hear the case, Nvidia argued that federal rules aimed at limiting frivolous lawsuits should apply on the grounds that the shareholders failed to meet threshold legal requirements under the Private Securities Litigation Reform Act passed by Congress in 1995.</p><p>Specifically, it said that assumptions presented by the shareholders’ experts were speculation and that the 2022 SEC settlement didn’t prove knowledge or recklessness. Nvidia’s lawyers also say the Ninth Circuit’s decision could open the door to speculative litigation.</p><p>Nvidia declined <em>Barron’s</em> request for comment. E. Ohman J:or Fonder AB didn’t reply immediately.</p><p>Nvidia is on a roll lately, with its stock reaching $3 trillion in market value for the first time on June 5, before completing a 10-for-1 split on June 7. Shares snapped a three-day winning streak on Monday, closing down 0.7% at $130.98, but are still up 164% so far this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148715763","content_text":"Two years after agreeing to pay the Securities and Exchange Commission $5.5 million for inadequate disclosures regarding its business with the cryptocurrency industry, Nvidia is pushing to avoid similar legal claims on a broader scale in the future.On Monday, the Supreme Court said it agreed to hear the AI powerhouse’s appeal of a class-action lawsuit claiming that it misled investors about how much of its revenue came from the “notoriously volatile” crypto industry. The High Court will take up the case in its 2024-2025 session, which starts in October.If Nvidia prevails, it could avoid getting bogged down in similar shareholder suits. However, a loss for Nvidia could open up a raft of similar claims not just for itself but for other companies facing shareholder suits.The class-action suit was brought by Swedish investment firm E. Ohman J:or Fonder AB. They claim that Nvidia underreported its revenue derived from sales to the crypto industry to mine for Bitcoin and other digital currencies by more than $1.1 billion dollars over a period of 15 months between May 2017 and July 2018 by miscategorizing it as gaming revenue.A federal judge dismissed the case in 2021 but the Ninth Circuit Court of Appeals in California, where Nvidia is based, revived it, saying the shareholders who filed the case made adequate arguments to allow it to move forward.In petitioning the Supreme Court to hear the case, Nvidia argued that federal rules aimed at limiting frivolous lawsuits should apply on the grounds that the shareholders failed to meet threshold legal requirements under the Private Securities Litigation Reform Act passed by Congress in 1995.Specifically, it said that assumptions presented by the shareholders’ experts were speculation and that the 2022 SEC settlement didn’t prove knowledge or recklessness. Nvidia’s lawyers also say the Ninth Circuit’s decision could open the door to speculative litigation.Nvidia declined Barron’s request for comment. E. Ohman J:or Fonder AB didn’t reply immediately.Nvidia is on a roll lately, with its stock reaching $3 trillion in market value for the first time on June 5, before completing a 10-for-1 split on June 7. Shares snapped a three-day winning streak on Monday, closing down 0.7% at $130.98, but are still up 164% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331315101888720,"gmtCreate":1721917614292,"gmtModify":1721917618008,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> buying at 96, market typically fill up gaps","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> buying at 96, market typically fill up gaps","text":"$NVIDIA Corp(NVDA)$ buying at 96, market typically fill up gaps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/331315101888720","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284135620526392,"gmtCreate":1710385058901,"gmtModify":1710385443285,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> Boomers who always say \"play share ah\" buying this stock because temasek invested in it&nbsp;[LOL]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a> Boomers who always say \"play share ah\" buying this stock because temasek invested in it&nbsp;[LOL]&nbsp;&nbsp;","text":"$Seatrium(S51.SI)$ Boomers who always say \"play share ah\" buying this stock because temasek invested in it [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284135620526392","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288886919819432,"gmtCreate":1711553579726,"gmtModify":1711553583185,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"Oh it's definitely out&nbsp;[LOL]&nbsp;&nbsp;","listText":"Oh it's definitely out&nbsp;[LOL]&nbsp;&nbsp;","text":"Oh it's definitely out [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288886919819432","repostId":"2422866173","repostType":2,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286371589439736,"gmtCreate":1710949660026,"gmtModify":1710950317757,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.","listText":"it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.","text":"it's articles like this that gets amateurs selling. Unfortunately media controls the price of stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286371589439736","repostId":"2420431357","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310667473039544,"gmtCreate":1716855897877,"gmtModify":1716974391962,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","listText":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","text":"no he just forget to buy it before the rally, so bro is salty. Analyst will say any bullcrap to manipulate investors to sell and bring the price down, so they can buy it at a discount. Even if a company's financials or demand do not look great, it is alway possible for the stock to still rally and its mostly because financial instituitions purposely safe guarding their portfolios by preventing smaller investors from shorting. There are trading algorithms just to counter attack the price from falling. One good example is apple LOL. Its a pretty shit stock with low demand for their products and so many lawsuits and yet it is still high up because many billionares became billionaires when they dumped their savings into apple in their early 20s. So billionares hire hedge funds to always keep t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310667473039544","repostId":"2437586720","repostType":4,"repost":{"id":"2437586720","kind":"news","pubTimestamp":1716853864,"share":"https://ttm.financial/m/news/2437586720?lang=&edition=fundamental","pubTime":"2024-05-28 07:51","market":"us","language":"en","title":"Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2437586720","media":"businessinsider.com","summary":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.He anticipates lower demand for Nvidia's GPUs and more competition.","content":"<html><head></head><body><ul>\n<li>Nvidia stock can&#39;t keep climbing forever, according to DA Davidson analyst Gil Luria.</li>\n<li>The Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.</li>\n<li>He anticipates lower demand for Nvidia&#39;s GPUs and more competition. </li>\n</ul><p>It might not seem like it now, but Nvidia&#39;s winning streak can&#39;t last forever.</p><p>That&#39;s according to Gil Luria, a DA Davidson analyst who&#39;s one of the most bearish forecasters on Nvidia over the long-haul. </p><p>It&#39;s no surprise that the chipmaker blew away Wall Street&#39;s expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that&#39;s largely because Nvidia&#39;s top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.</p><p>That trend will falter, Luria predicts, and he says he&#39;s anticipating a double-digit decline for the chip maker&#39;s stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.</p><p>&#34;My estimates for 2026 are the lowest on the Street,&#34; Luria said. &#34;The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.&#34;</p><p>He&#39;s swimming upstream against a current of bulls, who point to the company&#39;s profits climbing ever-higher through the past few years. Yet, Nvidia&#39;s biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.</p><p>&#34;This isn&#39;t a secret or speculation. This is something these companies are already talking about,&#34; Luria said. &#34;It just takes time. It&#39;s not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.&#34; </p><p>Luria said he would assign a &#34;sell&#34; rating on the stock as soon as Nvidia&#39;s top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  </p><p>Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush. </p></body></html>","source":"businsider_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Sees a 20% Drop for Nvidia Stock in the Next 18 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://markets.businessinsider.com/news/stocks/nvidia-stock-price-bearish-outlook-q1-earnings-ai-artificial-intelligence-2024-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437586720","content_text":"Nvidia stock can't keep climbing forever, according to DA Davidson analyst Gil Luria.\nThe Wall Street veteran sees a decline of as much as 20% in Nvidia stock in the next few years.\nHe anticipates lower demand for Nvidia's GPUs and more competition. \nIt might not seem like it now, but Nvidia's winning streak can't last forever.That's according to Gil Luria, a DA Davidson analyst who's one of the most bearish forecasters on Nvidia over the long-haul. It's no surprise that the chipmaker blew away Wall Street's expectations with its latest earnings report, Luria told BI. The company just pulled a record $26 billion in revenue over the first quarter, but that's largely because Nvidia's top customers had signaled they were planning to ramp up spending for its GPU products, Luria said.That trend will falter, Luria predicts, and he says he's anticipating a double-digit decline for the chip maker's stock within the next 18 months. NVDA shares could drop to around $900 by 2026, Luria estimated, which implies around a 14% decline from its current levels, and as much as a 20% decline over the next year-and-a-half is feasible, he added.\"My estimates for 2026 are the lowest on the Street,\" Luria said. \"The short-term outlook is phenomenally good. The longer-term outlook is probably worse than most anticipate.\"He's swimming upstream against a current of bulls, who point to the company's profits climbing ever-higher through the past few years. Yet, Nvidia's biggest customers include tech titans like Meta, Alphabet, and Amazon, who are already working on their own AI chips or investing in other partners — and their dependency on Nvidia is likely to wane over time, Luria said.\"This isn't a secret or speculation. This is something these companies are already talking about,\" Luria said. \"It just takes time. It's not a 2024 event, because it takes time to ramp production, to write the software, to get customers comfortable with that as an alternative. But it does mean that it should have much more of impact over the next year or two.\" Luria said he would assign a \"sell\" rating on the stock as soon as Nvidia's top customers —which include Amazon, Alphabet, Meta, and Tesla — start to pull back.  Luria has warned of a long-term decline for Nvidia stock for months, though investors are still feeling pretty bullish. NVDA shares notched an all-time high after reporting first-quarter results, and the chorus of upbeat analysts has only grown amid the continued AI gold rush.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295791926788296,"gmtCreate":1713224853299,"gmtModify":1713224856847,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"continue dreaming","listText":"continue dreaming","text":"continue dreaming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295791926788296","repostId":"2427444883","repostType":2,"repost":{"id":"2427444883","kind":"highlight","pubTimestamp":1713224219,"share":"https://ttm.financial/m/news/2427444883?lang=&edition=fundamental","pubTime":"2024-04-16 07:36","market":"sh","language":"en","title":"Apple's Technical Climb To $240 By Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=2427444883","media":"seekingalpha","summary":"Apple Inc. remains under pressure amid soaring headwinds of regulatory pressure and iPhone saturation.iPhone sales are under pressure amid stiff competition and a depressed upgrade cycle in China.The ","content":"<html><head></head><body><ul style=\"\"><li><p>Apple Inc. remains under pressure amid soaring headwinds of regulatory pressure and iPhone saturation.</p></li><li><p>iPhone sales are under pressure amid stiff competition and a depressed upgrade cycle in China.</p></li><li><p>The service sector emerges as a bright spot, offsetting losses on the hardware front.</p></li><li><p>The stock recently rebounded from support near $175, with the potential to reach $185 before another support test.</p></li><li><p>Apple&#39;s stock could rise to $240 by the end of 2024, facing key resistance levels at $195 and $215.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d44dc0f7979a7ec2ca679ff8c716d6f\" tg-width=\"750\" tg-height=\"500\"/></p><h2 id=\"id_3469352458\">Investment Thesis</h2><p><strong>Apple Inc.</strong> (NASDAQ:AAPL) has lost the title of the world&#39;s most valuable company, hitting its worst performance in over a decade. So far this year, the firm&#39;s stock has been down approximately 5%. Meanwhile, Microsoft (MSFT) has surged by over 13%, overtaking Apple to the top global market value.</p><p>Since late last year, Apple has been trending lower even as the overall stock market has edged higher amid growing optimism that the U.S. Federal Reserve will cut interest rates. The selloff has come against increasing concerns over whether the company has lost its power of innovation, with its new flagship iPhone device struggling to elicit strong demand as it has in the past.</p><p>Even as Microsoft, Nvidia (NVDA), and Alphabet (GOOGL) continue to make news on AI, the iPhone maker has remained quiet, much to the concern of most people. Consequently, investors are getting frustrated amid growing fears that the company needs to do more to reignite growth as the iPhone product line struggles amid saturation in the multibillion-dollar smartphone market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ca529d5bc136028704f94306f704eeb\" tg-width=\"635\" tg-height=\"473\"/></p><p>Data by YCharts</p><p></p><h3 id=\"id_142085993\">AAPL Rebounds from 2024 Dip: Double-Bottom Pattern and RSI Signal Upswing Towards $240</h3><p>Apple&#39;s stock price has been downward since the beginning of 2024. Recently, it has made a solid <strong>double-bottom</strong> candlestick pattern near $167, which serves as a strong bullish signal.</p><p>Assessing the relative strength index (RSI), at 41, there is considerable upside as the indicator has recovered from an oversold zone near 30. Still, RSI may retest the level of 30 before reversing towards an oversold trajectory. The rationale behind this downside possibility is a lack of bullish divergence in the indicator relative to the recent lows in the price. On the downside, the price <strong>may hit $155 in the coming weeks</strong>.</p><p>Last week, the stock price made an upside move at the support level near $175. The <strong>price may rise to $185</strong> before retesting the support. Notably, $185 serves as the pivot of the current trading range. On the upside, following the current price trend, the price may hit <strong>$240 by the end of 2024</strong>. During the bullish momentum toward the target, the price may experience considerable resistance near $195 and $215.</p><p>Currently, $175 is an ideal level to establish a long position on the stock, as this is also in line with the stock&#39;s fair value based on the P/E ratio (forward, non-GAAP).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/725417685ce3963c3a7dd11478524465\" tg-width=\"1280\" tg-height=\"534\"/></p><p>Author</p><p></p><h2 id=\"id_4150392930\">Facing Tough Competition in China and Consumer Upgrade Hesitancy</h2><p>Apple could see its stock edging lower unless it addresses the growing concerns over iPhone sales, which are facing a rough run in China. The drop came as Huawei, one of its biggest competitors, posted a 64% increase in smartphone shipments.</p><p>This is another reason most people are not moving to the new iPhones, as the phones do not have any game-changing features. Smartphone saturation has emerged as a big issue for Apple, with consumers keeping from upgrading to new models. Equally, such economic tough times characterized by inflationary pressures taking an upward trajectory have also seen most people cut back on unnecessary expenditures.</p><p>Consequently, Apple has struggled to sell enough units to surpass the 2020/2021 peak. While the company often releases a new flagship phone every year, the short upgrade period also works against it. As a result, the company can no longer draw in significant sales as some consumers stick with their old phones instead of upgrading to new ones with no blockbuster features.</p><p>Apple&#39;s top and bottom lines have stagnated lately, raising serious concerns about the company&#39;s ability to generate long-term value. For the first six weeks of the year, iPhone sales plummeted 24% in China as Apple felt the full brunt of homegrown competition. Huawei has emerged as the biggest threat to Apple in one of its most important markets and has been a critical driver of revenues. In addition to facing stiff competition from Huawei in the high-end market, Apple is also feeling the pressure as it gets squeezed in the middle on aggressive pricing.</p><p>Oppo, Vivo, and Xiaomi keep challenging Apple in the lucrative Chinese smartphone market. While Apple did gain market share in the fourth quarter, it was pressured for the better part of last year. Finally, smartphone sales were lower in the first quarter of the year, going down by about 7% year over year. The slowdown came as consumers spent less amid deteriorating economic conditions and companies&#39; needing to release new products.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/023cbb97b98c3d80d31c3adcde51cc29\" tg-width=\"979\" tg-height=\"552\"/></p><p>Counterpoint</p><p></p><h2 id=\"id_2215761653\">Services Segment Soars as Hardware Stalls</h2><p>Amid the headwinds on the iPhone product line, the services sector has emerged as a bright spot, offsetting significant losses. Apple&#39;s services business has continued to grow in strength even as hardware sales stagnate. As more people purchase apps on the Apple Store and other digital content, Apple has succeeded in generating significant service revenue.</p><p>In the last three months of 2023, Apple services revenue grew by 11% to $23.1 billion. In contrast, iPhone sales were only up 6% to $69.7 billion, as iPhone sales in the greater China region fell 13% to $20.8 billion. Given the robust growth, Apple service revenue will likely capture one-fourth of the company&#39;s revenue by 2025, rising to $100 billion.</p><p>One catalyst behind the growth in services revenue is the installed base of over 2.2 billion iOS devices. The devices are locked into Apple&#39;s ecosystem, from the Apple Store to Apple Care and Apple Music, where Apple can sell various software and digital content and generate significant revenues.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8169f5d9da281db9862249f3af9c60\" tg-width=\"848\" tg-height=\"460\"/></p><p>Counterpoint</p><p></p><p>Apple One is one of the critical software offerings expected to generate significant revenues in the future. The segment bundles up to six Apple subscriptions for one monthly price and is slowly becoming a hit. In addition, it is the powerhouse behind Apple&#39;s two-terabyte iCloud+ storage, strengthening the company&#39;s offerings in cloud computing. Apple One is well-positioned to provide consumers with a unified and homogenous software and services experience.</p><p>As iPhone sales are expected to continue capturing more than half of Apple&#39;s revenues and remain the ecosystem&#39;s centerpiece, the service segment is expected to fuel the company&#39;s growth rates. Lastly, while Apple has yet to affirm its AI plans, CEO Tim Cook has already affirmed they are looking forward to introducing something that should bolster user experience and strengthen service offerings.</p><h2 id=\"id_113408747\">From AI in iPhones to Robotics Innovation and Vision Pro Headset Launch in China</h2><p>Even as Apple contemplates including AI in iPhones as one way of fuelling demand, there are growing prospects for the company to venture into robotics. After failing to produce electric cars, the company is making strides in the personal robotics segment as it draws on research on its car project.</p><p>Immediate reports indicate that the company is working on a mobile robot capable of following users around the house. Robotics is an exciting venture, given that it is not an area dominated by other tech companies. The segment has enormous potential as it overlaps with some of Apple&#39;s key research programs. While it is doubtful that the robotics segment will replace the lucrative iPhone product line, it should help complement the Apple ecosystem and enhance the company&#39;s cross-selling efforts.</p><p>On the other hand, Apple plans to launch its Vision Pro headset in China to generate more revenue from one of its most important markets. In the U.S., where the product was launched, there was already strong interest from Walmart (WMT), Nike Bloomberg, and SAP (SAP). More than 600 apps and games are already available on the headset, designed to provide a spatial computing experience.</p><p>Finally, the launch underlines the company&#39;s continued innovation around emerging virtual and augmented reality technology. Nevertheless, despite the $3,500 price tag, the headset is poised to compete against local headset players led by Pico, owned by ByteDance.</p><h2 id=\"id_3855994061\">Concluding Thoughts</h2><p>Following the pullback and underperforming the overall market, Apple is still a better pick owing to its strong cash flow, unique product line and software offering, and credibility in generating long-term value. While the company is entering slower growth in the hardware sales phase, service growth has already proved that it has what it takes to offset any losses.</p><p>Likewise, the company continues to invest in innovation as it seeks to develop new offerings that strengthen its competitive edge in hardware and software. Lastly, Apple&#39;s work on a $77 billion buyback program affirms its commitment to returning value to shareholders, and in combination with its attractive entry point based on our technical analysis, AAPL remains a solid play for long-term gains.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Technical Climb To $240 By Year-End</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Technical Climb To $240 By Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-16 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4683820-apple-technical-climb-to-240-by-year-end><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. remains under pressure amid soaring headwinds of regulatory pressure and iPhone saturation.iPhone sales are under pressure amid stiff competition and a depressed upgrade cycle in China.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4683820-apple-technical-climb-to-240-by-year-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4155":"大卖场与超市","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","MSFT":"微软","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4554":"元宇宙及AR概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0072462426.USD":"贝莱德全球配置 A2","BK4553":"喜马拉雅资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","RSI":"Rush Street Interactive, Inc.","GOOGL":"谷歌A","SAP":"SAP SE","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0080751232.USD":"富达环球多元动力基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4535":"淡马锡持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4538":"云计算","BK4559":"巴菲特持仓","AAPL":"苹果","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","WMT":"沃尔玛","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4683820-apple-technical-climb-to-240-by-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2427444883","content_text":"Apple Inc. remains under pressure amid soaring headwinds of regulatory pressure and iPhone saturation.iPhone sales are under pressure amid stiff competition and a depressed upgrade cycle in China.The service sector emerges as a bright spot, offsetting losses on the hardware front.The stock recently rebounded from support near $175, with the potential to reach $185 before another support test.Apple's stock could rise to $240 by the end of 2024, facing key resistance levels at $195 and $215.Investment ThesisApple Inc. (NASDAQ:AAPL) has lost the title of the world's most valuable company, hitting its worst performance in over a decade. So far this year, the firm's stock has been down approximately 5%. Meanwhile, Microsoft (MSFT) has surged by over 13%, overtaking Apple to the top global market value.Since late last year, Apple has been trending lower even as the overall stock market has edged higher amid growing optimism that the U.S. Federal Reserve will cut interest rates. The selloff has come against increasing concerns over whether the company has lost its power of innovation, with its new flagship iPhone device struggling to elicit strong demand as it has in the past.Even as Microsoft, Nvidia (NVDA), and Alphabet (GOOGL) continue to make news on AI, the iPhone maker has remained quiet, much to the concern of most people. Consequently, investors are getting frustrated amid growing fears that the company needs to do more to reignite growth as the iPhone product line struggles amid saturation in the multibillion-dollar smartphone market.Data by YChartsAAPL Rebounds from 2024 Dip: Double-Bottom Pattern and RSI Signal Upswing Towards $240Apple's stock price has been downward since the beginning of 2024. Recently, it has made a solid double-bottom candlestick pattern near $167, which serves as a strong bullish signal.Assessing the relative strength index (RSI), at 41, there is considerable upside as the indicator has recovered from an oversold zone near 30. Still, RSI may retest the level of 30 before reversing towards an oversold trajectory. The rationale behind this downside possibility is a lack of bullish divergence in the indicator relative to the recent lows in the price. On the downside, the price may hit $155 in the coming weeks.Last week, the stock price made an upside move at the support level near $175. The price may rise to $185 before retesting the support. Notably, $185 serves as the pivot of the current trading range. On the upside, following the current price trend, the price may hit $240 by the end of 2024. During the bullish momentum toward the target, the price may experience considerable resistance near $195 and $215.Currently, $175 is an ideal level to establish a long position on the stock, as this is also in line with the stock's fair value based on the P/E ratio (forward, non-GAAP).AuthorFacing Tough Competition in China and Consumer Upgrade HesitancyApple could see its stock edging lower unless it addresses the growing concerns over iPhone sales, which are facing a rough run in China. The drop came as Huawei, one of its biggest competitors, posted a 64% increase in smartphone shipments.This is another reason most people are not moving to the new iPhones, as the phones do not have any game-changing features. Smartphone saturation has emerged as a big issue for Apple, with consumers keeping from upgrading to new models. Equally, such economic tough times characterized by inflationary pressures taking an upward trajectory have also seen most people cut back on unnecessary expenditures.Consequently, Apple has struggled to sell enough units to surpass the 2020/2021 peak. While the company often releases a new flagship phone every year, the short upgrade period also works against it. As a result, the company can no longer draw in significant sales as some consumers stick with their old phones instead of upgrading to new ones with no blockbuster features.Apple's top and bottom lines have stagnated lately, raising serious concerns about the company's ability to generate long-term value. For the first six weeks of the year, iPhone sales plummeted 24% in China as Apple felt the full brunt of homegrown competition. Huawei has emerged as the biggest threat to Apple in one of its most important markets and has been a critical driver of revenues. In addition to facing stiff competition from Huawei in the high-end market, Apple is also feeling the pressure as it gets squeezed in the middle on aggressive pricing.Oppo, Vivo, and Xiaomi keep challenging Apple in the lucrative Chinese smartphone market. While Apple did gain market share in the fourth quarter, it was pressured for the better part of last year. Finally, smartphone sales were lower in the first quarter of the year, going down by about 7% year over year. The slowdown came as consumers spent less amid deteriorating economic conditions and companies' needing to release new products.CounterpointServices Segment Soars as Hardware StallsAmid the headwinds on the iPhone product line, the services sector has emerged as a bright spot, offsetting significant losses. Apple's services business has continued to grow in strength even as hardware sales stagnate. As more people purchase apps on the Apple Store and other digital content, Apple has succeeded in generating significant service revenue.In the last three months of 2023, Apple services revenue grew by 11% to $23.1 billion. In contrast, iPhone sales were only up 6% to $69.7 billion, as iPhone sales in the greater China region fell 13% to $20.8 billion. Given the robust growth, Apple service revenue will likely capture one-fourth of the company's revenue by 2025, rising to $100 billion.One catalyst behind the growth in services revenue is the installed base of over 2.2 billion iOS devices. The devices are locked into Apple's ecosystem, from the Apple Store to Apple Care and Apple Music, where Apple can sell various software and digital content and generate significant revenues.CounterpointApple One is one of the critical software offerings expected to generate significant revenues in the future. The segment bundles up to six Apple subscriptions for one monthly price and is slowly becoming a hit. In addition, it is the powerhouse behind Apple's two-terabyte iCloud+ storage, strengthening the company's offerings in cloud computing. Apple One is well-positioned to provide consumers with a unified and homogenous software and services experience.As iPhone sales are expected to continue capturing more than half of Apple's revenues and remain the ecosystem's centerpiece, the service segment is expected to fuel the company's growth rates. Lastly, while Apple has yet to affirm its AI plans, CEO Tim Cook has already affirmed they are looking forward to introducing something that should bolster user experience and strengthen service offerings.From AI in iPhones to Robotics Innovation and Vision Pro Headset Launch in ChinaEven as Apple contemplates including AI in iPhones as one way of fuelling demand, there are growing prospects for the company to venture into robotics. After failing to produce electric cars, the company is making strides in the personal robotics segment as it draws on research on its car project.Immediate reports indicate that the company is working on a mobile robot capable of following users around the house. Robotics is an exciting venture, given that it is not an area dominated by other tech companies. The segment has enormous potential as it overlaps with some of Apple's key research programs. While it is doubtful that the robotics segment will replace the lucrative iPhone product line, it should help complement the Apple ecosystem and enhance the company's cross-selling efforts.On the other hand, Apple plans to launch its Vision Pro headset in China to generate more revenue from one of its most important markets. In the U.S., where the product was launched, there was already strong interest from Walmart (WMT), Nike Bloomberg, and SAP (SAP). More than 600 apps and games are already available on the headset, designed to provide a spatial computing experience.Finally, the launch underlines the company's continued innovation around emerging virtual and augmented reality technology. Nevertheless, despite the $3,500 price tag, the headset is poised to compete against local headset players led by Pico, owned by ByteDance.Concluding ThoughtsFollowing the pullback and underperforming the overall market, Apple is still a better pick owing to its strong cash flow, unique product line and software offering, and credibility in generating long-term value. While the company is entering slower growth in the hardware sales phase, service growth has already proved that it has what it takes to offset any losses.Likewise, the company continues to invest in innovation as it seeks to develop new offerings that strengthen its competitive edge in hardware and software. Lastly, Apple's work on a $77 billion buyback program affirms its commitment to returning value to shareholders, and in combination with its attractive entry point based on our technical analysis, AAPL remains a solid play for long-term gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291485540905016,"gmtCreate":1712189377244,"gmtModify":1712189382717,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"maybe they should stop copying or stealing tech","listText":"maybe they should stop copying or stealing tech","text":"maybe they should stop copying or stealing tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291485540905016","repostId":"2424745518","repostType":2,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288453293064440,"gmtCreate":1711433545578,"gmtModify":1711433549362,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"No, subreddit wallstreetbets redditors are already planning to short it&nbsp;","listText":"No, subreddit wallstreetbets redditors are already planning to short it&nbsp;","text":"No, subreddit wallstreetbets redditors are already planning to short it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288453293064440","repostId":"2422662105","repostType":2,"repost":{"id":"2422662105","kind":"highlight","pubTimestamp":1711432169,"share":"https://ttm.financial/m/news/2422662105?lang=&edition=fundamental","pubTime":"2024-03-26 13:49","market":"us","language":"en","title":"Could Reddit Become the Next Meta Platforms?","url":"https://stock-news.laohu8.com/highlight/detail?id=2422662105","media":"Motley Fool","summary":"The social news website still has a lot to prove.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a>&#39;s stock soared nearly 40% upon its public debut.</p></li><li><p>It&#39;s still gaining new users, but its average revenue per user is slipping.</p></li><li><p>It hasn&#39;t proven that it can expand beyond its niche market.</p></li></ul><p>Reddit went public at $34 per share on March 21. The social news platform provider&#39;s stock opened at $47 and ended its first day at $50.44. That gave it a market cap of $8 billion -- but it&#39;s still a lot smaller than larger social media companies like <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Pinterest, and Snap.</p><p>Will Reddit follow Meta&#39;s growth trajectory over the next few years and generate multibagger gains for its investors? Or will it fizzle out like Snap, which still trades at a steep discount to its initial public offering (IPO) price? </p><h2 id=\"id_3159084508\">How does Reddit make money?</h2><p>Reddit served 73.1 million daily active unique users (DAUq) in the fourth quarter of 2023. Roughly half of its users were in the U.S. The company splits that user base into two categories: logged-in users and logged-out users. Its main goal is to drive its logged-out users (who are merely browsing the site) to sign up and become logged-in users who actively post more content. The platform&#39;s year-over-year growth in DAUq users accelerated over the past three quarters, while its logged-in users have consistently accounted for about half its daily audience.</p><table style=\"border-collapse:collapse;\"><colgroup><col width=\"174\"/><col width=\"81\"/><col width=\"68\"/><col width=\"77\"/><col width=\"69\"/><col width=\"66\"/></colgroup><tbody><tr><th data-colwidth=\"174\" style=\"text-align:left;width:174px;\"><p>Metric</p></th><th data-colwidth=\"81\" style=\"text-align:left;width:81px;\"><p>Q4 2022</p></th><th data-colwidth=\"68\" style=\"text-align:left;width:68px;\"><p>Q1 2023</p></th><th data-colwidth=\"77\" style=\"text-align:left;width:77px;\"><p>Q2 2023</p></th><th data-colwidth=\"69\" style=\"text-align:left;width:69px;\"><p>Q3 2023</p></th><th data-colwidth=\"66\" style=\"text-align:left;width:66px;\"><p>Q4 2023</p></th></tr><tr><td data-colwidth=\"174\" style=\"text-align:left;width:174px;\"><p>Total DAUq (millions)</p></td><td data-colwidth=\"81\" style=\"text-align:left;width:81px;\"><p>57.5</p></td><td data-colwidth=\"68\" style=\"text-align:left;width:68px;\"><p>60.3</p></td><td data-colwidth=\"77\" style=\"text-align:left;width:77px;\"><p>60.4</p></td><td data-colwidth=\"69\" style=\"text-align:left;width:69px;\"><p>66.0</p></td><td data-colwidth=\"66\" style=\"text-align:left;width:66px;\"><p>73.1</p></td></tr><tr><td data-colwidth=\"174\" style=\"text-align:left;width:174px;\"><p>DAUq growth (YOY)</p></td><td data-colwidth=\"81\" style=\"text-align:left;width:81px;\"><p>7%</p></td><td data-colwidth=\"68\" style=\"text-align:left;width:68px;\"><p>5%</p></td><td data-colwidth=\"77\" style=\"text-align:left;width:77px;\"><p>7%</p></td><td data-colwidth=\"69\" style=\"text-align:left;width:69px;\"><p>15%</p></td><td data-colwidth=\"66\" style=\"text-align:left;width:66px;\"><p>27%</p></td></tr><tr><td data-colwidth=\"174\" style=\"text-align:left;width:174px;\"><p>Percentage of logged-in DAUq</p></td><td data-colwidth=\"81\" style=\"text-align:left;width:81px;\"><p>52%</p></td><td data-colwidth=\"68\" style=\"text-align:left;width:68px;\"><p>52%</p></td><td data-colwidth=\"77\" style=\"text-align:left;width:77px;\"><p>53%</p></td><td data-colwidth=\"69\" style=\"text-align:left;width:69px;\"><p>53%</p></td><td data-colwidth=\"66\" style=\"text-align:left;width:66px;\"><p>50%</p></td></tr></tbody></table><p>Data source: Reddit S-1 filing.</p><p>Reddit&#39;s audience is growing, but it warns that its DAUq growth could still &#34;fluctuate or decrease&#34; due to certain events. For example, the COVID-19 pandemic, the WallStreetBets meme stock phenomenon, the outbreak of the Russo-Ukrainian War, and the launches of hit video games like <em>Elden Ring</em> all drove more users to its platform over the past several years -- but those temporary growth spurts set it up for tough year-over-year comparisons.</p><p>Like Meta and Snap, Reddit generates most of its revenue from ads, and it gauges its monetization rates with its average revenue per user (ARPU). However, its year-over-year ARPU growth has decelerated significantly over the past two quarters.</p><table style=\"border-collapse:collapse;\"><colgroup><col width=\"224\"/><col width=\"62\"/><col width=\"62\"/><col width=\"62\"/><col width=\"63\"/><col width=\"62\"/></colgroup><tbody><tr><th data-colwidth=\"224\" style=\"text-align:left;width:224px;\"><p>Metric</p></th><th data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>Q4 2022</p></th><th data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>Q1 2023</p></th><th data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>Q2 2023</p></th><th data-colwidth=\"63\" style=\"text-align:left;width:63px;\"><p>Q3 2023</p></th><th data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>Q4 2023</p></th></tr><tr><td data-colwidth=\"224\" style=\"text-align:left;width:224px;\"><p>U.S. ARPU browth (YOY)</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>5%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>5%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>15%</p></td><td data-colwidth=\"63\" style=\"text-align:left;width:63px;\"><p>0%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>(7%)</p></td></tr><tr><td data-colwidth=\"224\" style=\"text-align:left;width:224px;\"><p>Rest of world ARPU growth (YOY)</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>7%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>12%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>9%</p></td><td data-colwidth=\"63\" style=\"text-align:left;width:63px;\"><p>16%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>3%</p></td></tr><tr><td data-colwidth=\"224\" style=\"text-align:left;width:224px;\"><p>Global ARPU growth (YOY)</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>6%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>7%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>15%</p></td><td data-colwidth=\"63\" style=\"text-align:left;width:63px;\"><p>5%</p></td><td data-colwidth=\"62\" style=\"text-align:left;width:62px;\"><p>(2%)</p></td></tr></tbody></table><p>Data source: Reddit S-1 filing.</p><p>That decline was driven by a downturn in its ARPU growth in the U.S., which offset its stronger ARPU growth in overseas markets. That&#39;s worrisome because Reddit&#39;s U.S. users still generated four to five times as much ARPU as its overseas users throughout 2023. It mainly blamed that slowdown on the macro headwinds for the advertising market.</p><p>However, investors should recall that Meta&#39;s ARPU rose 21% year over year in the fourth quarter of 2023 and accelerated throughout every quarter of the past year. Therefore, some of Reddit&#39;s headwinds might be specific to its platform.</p><h2 id=\"id_2055269395\">Could Reddit become a social media giant?</h2><p>For the full year, Reddit&#39;s revenue rose 21% to $804 million. It narrowed its net loss from $159 million to $91 million, while its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) improved from negative $109 million to $69 million. Those numbers make Reddit look more like Snap -- which remains unprofitable on a generally accepted accounting principles (GAAP) basis -- than Meta, which has been firmly profitable on a GAAP basis since its IPO 10 years ago.</p><p>Yet Reddit still can&#39;t be directly compared to Meta and Snap because it&#39;s not a traditional social network. It&#39;s more of a diversified news aggregator and discussion forum that simultaneously competes against social media platforms, search engines, and peer-to-peer commerce platforms. Reddit also faces competition from OpenAI&#39;s ChatGPT and other generative AI platforms that could answer questions more efficiently than the human responses on its subreddits.</p><p>In terms of revenue, Reddit would be comparable to Meta -- which was then known as Facebook -- back in 2009. Facebook generated $777 million in revenue that year and served 360 million monthly active users (MAUs). But from 2009 to 2023, it grew its revenue at a compound annual growth rate (CAGR) of 44.5% to $134.9 billion. Meta&#39;s entire family of apps -- including Facebook, Messenger, Instagram, and WhatsApp -- now serves nearly 4 billion people on a monthly basis.</p><h2 id=\"id_689288120\">It could struggle to grow beyond its niche</h2><p>For 2024, Reddit aims to grow its revenue by at least 20% and achieve a breakeven adjusted EBITDA. Those might be steps in the right direction, but it still needs to find new ways to expand its ecosystem, gain more logged-in users, stay relevant as the AI market evolves, and prove its system of relying on unpaid moderators is sustainable.</p><p>Unless it solves those issues and meaningfully expands beyond its niche, it won&#39;t grow into the next Meta over the next few decades. Instead, Reddit could suffer the same fate as Snap if it can&#39;t stabilize its sales growth and profits -- so investors should take a much closer look at its business model before chasing its post-IPO rally.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Reddit Become the Next Meta Platforms?</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\">\nCould Reddit Become the Next Meta Platforms?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-26 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/25/could-reddit-become-the-next-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Reddit's stock soared nearly 40% upon its public debut.It's still gaining new users, but its average revenue per user is slipping.It hasn't proven that it can expand beyond its niche market.Reddit ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/25/could-reddit-become-the-next-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4576":"AR","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4077":"互动媒体与服务","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4551":"寇图资本持仓","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","RDDT":"Reddit","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2024/03/25/could-reddit-become-the-next-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422662105","content_text":"Reddit's stock soared nearly 40% upon its public debut.It's still gaining new users, but its average revenue per user is slipping.It hasn't proven that it can expand beyond its niche market.Reddit went public at $34 per share on March 21. The social news platform provider's stock opened at $47 and ended its first day at $50.44. That gave it a market cap of $8 billion -- but it's still a lot smaller than larger social media companies like Meta Platforms, Pinterest, and Snap.Will Reddit follow Meta's growth trajectory over the next few years and generate multibagger gains for its investors? Or will it fizzle out like Snap, which still trades at a steep discount to its initial public offering (IPO) price? How does Reddit make money?Reddit served 73.1 million daily active unique users (DAUq) in the fourth quarter of 2023. Roughly half of its users were in the U.S. The company splits that user base into two categories: logged-in users and logged-out users. Its main goal is to drive its logged-out users (who are merely browsing the site) to sign up and become logged-in users who actively post more content. The platform's year-over-year growth in DAUq users accelerated over the past three quarters, while its logged-in users have consistently accounted for about half its daily audience.MetricQ4 2022Q1 2023Q2 2023Q3 2023Q4 2023Total DAUq (millions)57.560.360.466.073.1DAUq growth (YOY)7%5%7%15%27%Percentage of logged-in DAUq52%52%53%53%50%Data source: Reddit S-1 filing.Reddit's audience is growing, but it warns that its DAUq growth could still \"fluctuate or decrease\" due to certain events. For example, the COVID-19 pandemic, the WallStreetBets meme stock phenomenon, the outbreak of the Russo-Ukrainian War, and the launches of hit video games like Elden Ring all drove more users to its platform over the past several years -- but those temporary growth spurts set it up for tough year-over-year comparisons.Like Meta and Snap, Reddit generates most of its revenue from ads, and it gauges its monetization rates with its average revenue per user (ARPU). However, its year-over-year ARPU growth has decelerated significantly over the past two quarters.MetricQ4 2022Q1 2023Q2 2023Q3 2023Q4 2023U.S. ARPU browth (YOY)5%5%15%0%(7%)Rest of world ARPU growth (YOY)7%12%9%16%3%Global ARPU growth (YOY)6%7%15%5%(2%)Data source: Reddit S-1 filing.That decline was driven by a downturn in its ARPU growth in the U.S., which offset its stronger ARPU growth in overseas markets. That's worrisome because Reddit's U.S. users still generated four to five times as much ARPU as its overseas users throughout 2023. It mainly blamed that slowdown on the macro headwinds for the advertising market.However, investors should recall that Meta's ARPU rose 21% year over year in the fourth quarter of 2023 and accelerated throughout every quarter of the past year. Therefore, some of Reddit's headwinds might be specific to its platform.Could Reddit become a social media giant?For the full year, Reddit's revenue rose 21% to $804 million. It narrowed its net loss from $159 million to $91 million, while its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) improved from negative $109 million to $69 million. Those numbers make Reddit look more like Snap -- which remains unprofitable on a generally accepted accounting principles (GAAP) basis -- than Meta, which has been firmly profitable on a GAAP basis since its IPO 10 years ago.Yet Reddit still can't be directly compared to Meta and Snap because it's not a traditional social network. It's more of a diversified news aggregator and discussion forum that simultaneously competes against social media platforms, search engines, and peer-to-peer commerce platforms. Reddit also faces competition from OpenAI's ChatGPT and other generative AI platforms that could answer questions more efficiently than the human responses on its subreddits.In terms of revenue, Reddit would be comparable to Meta -- which was then known as Facebook -- back in 2009. Facebook generated $777 million in revenue that year and served 360 million monthly active users (MAUs). But from 2009 to 2023, it grew its revenue at a compound annual growth rate (CAGR) of 44.5% to $134.9 billion. Meta's entire family of apps -- including Facebook, Messenger, Instagram, and WhatsApp -- now serves nearly 4 billion people on a monthly basis.It could struggle to grow beyond its nicheFor 2024, Reddit aims to grow its revenue by at least 20% and achieve a breakeven adjusted EBITDA. Those might be steps in the right direction, but it still needs to find new ways to expand its ecosystem, gain more logged-in users, stay relevant as the AI market evolves, and prove its system of relying on unpaid moderators is sustainable.Unless it solves those issues and meaningfully expands beyond its niche, it won't grow into the next Meta over the next few decades. Instead, Reddit could suffer the same fate as Snap if it can't stabilize its sales growth and profits -- so investors should take a much closer look at its business model before chasing its post-IPO rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291859634376800,"gmtCreate":1712280709434,"gmtModify":1712280713108,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"Car and screen , not \"Car, Screen\". Why American media headlines are always indirect or broken English?","listText":"Car and screen , not \"Car, Screen\". Why American media headlines are always indirect or broken English?","text":"Car and screen , not \"Car, Screen\". Why American media headlines are always indirect or broken English?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291859634376800","repostId":"2425376374","repostType":2,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288339587162112,"gmtCreate":1711417994803,"gmtModify":1711417999437,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their&nbsp;indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock.&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their&nbsp;indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock.&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"I'm sure most of us knew apple uses dirty tactics since day one but big financial institutions would choose to ignore and just take reference from the impressive sales they make annually. One huge mistake these institutions did was to put apple stock in a heavy weightage in their indices and ETFs. So it will be ridiculous for anyone to short apple because that would cost a bear run in all markets. It'll cause a domino effect. If this was some other stock, investors would have shorted the living hell out this stock. $Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288339587162112","repostId":"2422541210","repostType":2,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287952943497424,"gmtCreate":1711323601546,"gmtModify":1711323605191,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"I didn't know a digital marketing company could be called a tech firm&nbsp;[Thinking]&nbsp;&nbsp;[Helpless]&nbsp;&nbsp;","listText":"I didn't know a digital marketing company could be called a tech firm&nbsp;[Thinking]&nbsp;&nbsp;[Helpless]&nbsp;&nbsp;","text":"I didn't know a digital marketing company could be called a tech firm [Thinking] [Helpless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287952943497424","repostId":"2421827611","repostType":4,"repost":{"id":"2421827611","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1711321917,"share":"https://ttm.financial/m/news/2421827611?lang=&edition=fundamental","pubTime":"2024-03-25 07:11","market":"us","language":"en","title":"Walmart-Backed Tech Firm Ibotta Files for US IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2421827611","media":"Reuters","summary":"Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.Shares of Reddit Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. Ibotta plans to list its shares on the New York Stock Exchange under the symbol \"IBTA\".  Goldman S","content":"<html><head></head><body><div>\n<div>\n<div><p>    Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.</p><p>The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.</p><p>Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. </p><p>Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. </p><p>Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.</p><p>Shares of <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. </p><p>Ibotta plans to list its shares on the New York Stock Exchange under the symbol &#34;IBTA&#34;.  </p><p>Goldman Sachs, Citigroup and BofA Securities are the lead underwriters in the initial public offering. </p></div>\n</div>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walmart-Backed Tech Firm Ibotta Files for US IPO</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\">\nWalmart-Backed Tech Firm Ibotta Files for US IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-25 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><div>\n<div>\n<div><p>    Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.</p><p>The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.</p><p>Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. </p><p>Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. </p><p>Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.</p><p>Shares of <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. </p><p>Ibotta plans to list its shares on the New York Stock Exchange under the symbol &#34;IBTA&#34;.  </p><p>Goldman Sachs, Citigroup and BofA Securities are the lead underwriters in the initial public offering. </p></div>\n</div>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"source_url":"https://www.channelnewsasia.com/business/walmart-backed-tech-firm-ibotta-files-us-ipo-4216016","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2421827611","content_text":"Walmart-backed digital marketing company Ibotta has filed to go public in the United States, it said in a filing on Friday.The Denver-based company, which counts PepsiCo, Nestle and Coca-Cola among its more than 850 clients, did not disclose the size of the offering.Its revenue grew 52 per cent year-on-year to $320 million in 2023 while net income margin grew 12 per cent, the filing showed. Founded by Bryan Leach in 2011, the company helps brands deliver digital promotions and offers cash-back rewards to consumers on their everyday purchases. Ibotta is moving forward with its listing plans at a time when initial public offerings in the United States are on the rebound thanks to easing concerns over elevated borrowing costs.Shares of Reddit Inc and Astera Labs sky-rocketed in their debuts this week, further encouraging companies and investors to return to IPOs after a nearly two-year lull. Ibotta plans to list its shares on the New York Stock Exchange under the symbol \"IBTA\".  Goldman Sachs, Citigroup and BofA Securities are the lead underwriters in the initial public offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276671344632056,"gmtCreate":1708576903990,"gmtModify":1708580382343,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"🤩🤩🤩","listText":"🤩🤩🤩","text":"🤩🤩🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276671344632056","repostId":"2413286559","repostType":2,"repost":{"id":"2413286559","kind":"highlight","pubTimestamp":1708574400,"share":"https://ttm.financial/m/news/2413286559?lang=&edition=fundamental","pubTime":"2024-02-22 12:00","market":"us","language":"en","title":"Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413286559","media":"Seeking Alpha","summary":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B!Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from streng","content":"<html><head></head><body><ul style=\"\"><li><p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week&#39;s pre-ER losses.</p></li><li><p>Powered by insatiable demand for its AI GPU chips, Nvidia&#39;s Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.</p></li><li><p>During Q4, Nvidia&#39;s non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.</p></li><li><p>While Nvidia&#39;s business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.</p></li><li><p>With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c6bf32b2eb3fc7f9938bea898d0f58\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_3796557788\">Brief Review Of Nvidia&#39;s Q4 2023 Report</h2><p>Going into its Q3 FY2024 earnings report, <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bf863da3d94fd01582724c2bf7a8c74\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"217\"/><span>Seeking Alpha</span></p><p>For Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA&#39;s AI GPU chips:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa18c4e5f092fb2b2fc4d213f457bc5\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"654\"/><span>Nvidia Investor Relations</span></p><p>In Q4 FY2024, Nvidia&#39;s Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA&#39;s AI GPUs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d24a82e1390d2380c3058e52131060\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"510\"/><span>Nvidia Investor Relations</span></p><p>Here&#39;s what Jensen Huang, Nvidia&#39;s CEO, had to say in the Q4 &#39;23 release:</p><blockquote><p><em>Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.</em></p><p><em>NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead</em></p></blockquote><p>With cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don&#39;t think Nvidia&#39;s strong performance in data center is all that surprising.</p><p>With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bb054f79be3418cd00b3543f2361185\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"293\"/><span>Nvidia Investor Relations</span></p><p>In Q4, Nvidia&#39;s Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!</p><p>On the margin front, Nvidia&#39;s non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia&#39;s hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia&#39;s quarterly free cash flow generation higher in combination with explosive top line growth.</p><p>In Q4 FY2024, Nvidia&#39;s quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant&#39;s fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3ba71907527b76c3355a12b8606d2e\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"511\"/><span>Nvidia Investor Relations</span></p><p>While Nvidia&#39;s balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.</p><p>For Q1 FY2025, Nvidia&#39;s management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f64db33b95e873e4f4b8829425180f\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"242\"/><span>Nvidia Investor Relations</span></p><p>Despite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.</p><p>At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:</p><blockquote><p><em>There&#39;s about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we&#39;ll have $2T worth of data centers that will be powering software around the world, and all of it&#39;s going to be accelerated.</em></p></blockquote><p>In my view, the long-term opportunity for Nvidia is massive [TAM: &gt;$300B]. Given CUDA&#39;s dominance, Nvidia is likely to keep enjoying the lion&#39;s share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c78c605a6652b72eac7558c1e7da3f79\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha</span></p><p>With nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let&#39;s see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):</p><h2 id=\"id_587030274\">Nvidia&#39;s Fair Value And Expected Returns</h2><p>In light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).</p><p>Given Nvidia&#39;s incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (&#34;FCF&#34;) margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.</p><p><strong>Here&#39;s my updated valuation model for Nvidia:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b183591ca0c1f2075b2e082373c32257\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA&#39;s stock price is well ahead of its skis at this moment in time.</p><p>Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI&#39;s GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don&#39;t see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.</p><p>Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122caf3a082986b897a878a006b26c5\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"321\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Despite using generous assumptions for future growth and margins, NVDA&#39;s expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you&#39;re willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.</p><p><strong>Please note:</strong> Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.</p><h2 id=\"id_1105598722\">Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?</h2><p>From a fundamental standpoint, Nvidia&#39;s business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious &#34;picks and shovels&#34; play in the AI gold rush. That said, a lot of future success is already baked into Nvidia&#39;s current stock price, and the long-term risk/reward doesn&#39;t justify allocation of fresh capital right now.</p><p>Technically, Nvidia&#39;s stock is firmly in the overbought territory (RSI &gt;70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f806f70925bf897f45e2a045ea9061\" tg-width=\"640\" tg-height=\"534\"/></p><p>Given Nvidia&#39;s robust financial performance and management&#39;s optimistic outlook, I don&#39;t think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.</p><p>Now, I have sounded like a broken record, but I have to say this again -</p><blockquote><p><em>Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we&#39;re being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.</em></p><p><em>Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.</em></p><p>Source: &#34;Nvidia Q3 Review: I Was Wrong, But I&#39;m Staying On The Sidelines.&#34;</p></blockquote><p>With persistent doubts over sustainability of Nvidia&#39;s revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.</p><p><strong>Key Takeaway:</strong> I continue to rate Nvidia Corporation stock &#34;Neutral/Hold&#34; at $721 per share.</p><p>Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand ...</p>\n\n<a href=\"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","BK4576":"AR","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4577":"网络游戏","LU0171293334.USD":"贝莱德英国基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4122":"互联网与直销零售","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0557290698.USD":"施罗德环球可持续增长基金"},"source_url":"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413286559","content_text":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!Bloomberg/Bloomberg via Getty ImagesBrief Review Of Nvidia's Q4 2023 ReportGoing into its Q3 FY2024 earnings report, NVIDIA Corporation (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.Seeking AlphaFor Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA's AI GPU chips:Nvidia Investor RelationsIn Q4 FY2024, Nvidia's Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA's AI GPUs.Nvidia Investor RelationsHere's what Jensen Huang, Nvidia's CEO, had to say in the Q4 '23 release:Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future aheadWith cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don't think Nvidia's strong performance in data center is all that surprising.With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.Nvidia Investor RelationsIn Q4, Nvidia's Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!On the margin front, Nvidia's non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia's hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia's quarterly free cash flow generation higher in combination with explosive top line growth.In Q4 FY2024, Nvidia's quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant's fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.Nvidia Investor RelationsWhile Nvidia's balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.For Q1 FY2025, Nvidia's management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).Nvidia Investor RelationsDespite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:There's about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we'll have $2T worth of data centers that will be powering software around the world, and all of it's going to be accelerated.In my view, the long-term opportunity for Nvidia is massive [TAM: >$300B]. Given CUDA's dominance, Nvidia is likely to keep enjoying the lion's share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.Seeking AlphaWith nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let's see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):Nvidia's Fair Value And Expected ReturnsIn light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).Given Nvidia's incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (\"FCF\") margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.Here's my updated valuation model for Nvidia:TQI Valuation Model (TQIG.org)Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA's stock price is well ahead of its skis at this moment in time.Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI's GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don't see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.TQI Valuation Model (TQIG.org)Despite using generous assumptions for future growth and margins, NVDA's expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you're willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.Please note: Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?From a fundamental standpoint, Nvidia's business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious \"picks and shovels\" play in the AI gold rush. That said, a lot of future success is already baked into Nvidia's current stock price, and the long-term risk/reward doesn't justify allocation of fresh capital right now.Technically, Nvidia's stock is firmly in the overbought territory (RSI >70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.Given Nvidia's robust financial performance and management's optimistic outlook, I don't think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.Now, I have sounded like a broken record, but I have to say this again -Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we're being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.Source: \"Nvidia Q3 Review: I Was Wrong, But I'm Staying On The Sidelines.\"With persistent doubts over sustainability of Nvidia's revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.Key Takeaway: I continue to rate Nvidia Corporation stock \"Neutral/Hold\" at $721 per share.Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335166000816152,"gmtCreate":1722857479596,"gmtModify":1722857482739,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> here we go","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> here we go","text":"$NVIDIA Corp(NVDA)$ here we go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335166000816152","repostId":"331315101888720","repostType":1,"repost":{"id":331315101888720,"gmtCreate":1721917614292,"gmtModify":1721917618008,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> buying at 96, market typically fill up gaps","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> buying at 96, market typically fill up gaps","text":"$NVIDIA Corp(NVDA)$ buying at 96, market typically fill up gaps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331315101888720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291185685811456,"gmtCreate":1712116265387,"gmtModify":1712116270191,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.","listText":"Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.","text":"Duh it's America! Way too much theft for sure. Thus the scrap of this technology. It works perfectly here in Singapore.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291185685811456","repostId":"2424026148","repostType":2,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276506101026880,"gmtCreate":1708536541962,"gmtModify":1708541265331,"author":{"id":"4095269946437450","authorId":"4095269946437450","name":"Dion N","avatar":"https://community-static.tradeup.com/news/cc22bc90d2dd039bb8d24cba0a4d72c8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4095269946437450","idStr":"4095269946437450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276506101026880","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}