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2023-10-12

$FTSE China Bear 3X Shares(YANG)$ is the dip due to announcements of gov aids? How long will it prop up? Buy the dip?

01-09 08:35

Jensen Huang is just stirring sheet to smokescreen the lack of good news. Wipe a few billions of his face last two days no thanks to him.

D-Wave Quantum CEO Says Nvidia CEO "Dead Wrong" with Quantum Comments

2024-12-31

He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh

Xi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%

01-02

This is what happens when you take out Jack

Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion

2024-12-31

Well, it's alright since there's so many bubbles to short

Stocks Are Skipping the "Santa Claus Rally" Again This Year. That Doesn’t Bode Well for January

2024-12-20

Shorting it further then!

What's Behind Micron's Stock Stumble - and What Comes Next

2024-06-10

Yeah 300 to close 2024

2024-12-19

Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.

Super Micro Computer: Be Greedy When Others Are Fearful

2024-12-19

Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs

Bitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That

2024-08-30

Could be a Wyckoff pattern... and there's a recession still looming

Sorry, the original content has been removed

2024-08-13

$Tesla Motors(TSLA)$ I'm long term bullish on tsla so these are just hiccups along the way to the mars

2024-07-31

Surprised that they are not insured

Why CrowdStrike Stock Continues to Drop 9.7% on Tuesday

2024-07-16

$Trump Media & Technology(DJT)$ is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme

2024-07-09

Goddamn blood suckers

Judge Who Voided Musk’s Pay Package Faces Tough Call on $7 Billion Legal Fee

01-08 09:08

Ya rubbish #Willow

Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away

01-04

Winning

01-04

My year

2024-12-19

Did Elon buy chips from them? Vaguely remember some news about it...

Super Micro Computer: Be Greedy When Others Are Fearful

2024-12-18

9% and up today. Fingers crossed for consistency. Daily!

2024-09-01

Give it a good short then

Go to Tiger App to see more news

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Wipe a few billions of his face last two days no thanks to him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390503010820504","repostId":"2502600701","repostType":2,"repost":{"id":"2502600701","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736382511,"share":"https://ttm.financial/m/news/2502600701?lang=&edition=fundamental","pubTime":"2025-01-09 08:28","market":"us","language":"en","title":"D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments","url":"https://stock-news.laohu8.com/highlight/detail?id=2502600701","media":"Tiger Newspress","summary":"$D-Wave Quantum$ CEO Alan Baratz says $Nvidia$ CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard  today, “not 30 years from now, today.”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. 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Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IONQ":"IONQ Inc.","LAES":"SEALSQ Corp","QMCO":"昆腾","RGTI":"Rigetti Computing","QUBT":"Quantum Computing Inc.","QBTS":"D-Wave Quantum Inc."},"source_url":"https://www.tipranks.com/news/the-fly/d-wave-quantum-ceo-says-nvidia-ceo-dead-wrong-with-quantum-comments?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2502600701","content_text":"D-Wave Quantum CEO Alan Baratz says Nvidia CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”Quantum shares rebounded in after-hours trading.  SEALSQ Corp rose 16% after sinking 26% in prior session.  Quantum Corp rose 7%;  IONQ Inc. rose 5.7%;  Quantum Computing Inc.,  D-Wave Quantum Inc. rose over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390204087075000,"gmtCreate":1736298483049,"gmtModify":1736301629369,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Ya rubbish #Willow","listText":"Ya rubbish #Willow","text":"Ya rubbish #Willow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390204087075000","repostId":"2501557537","repostType":2,"repost":{"id":"2501557537","kind":"highlight","pubTimestamp":1736296108,"share":"https://ttm.financial/m/news/2501557537?lang=&edition=fundamental","pubTime":"2025-01-08 08:28","market":"us","language":"en","title":"Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2501557537","media":"Bloomberg","summary":"The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum comput","content":"<html><head></head><body><p>The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum computers are likely decades away.</p><p style=\"text-align: start;\">“If you kind of said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30, it’s probably on the late side,” Huang said in a question-and-answer session during Nvidia’s analyst day. “If you picked 20, I think a whole bunch of us would believe it.”</p><p><a href=\"https://laohu8.com/S/QMCO\">QUANTUM CORP</a> slid 15.78%; <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a>, <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> slid 14%; <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>, <a href=\"https://laohu8.com/S/RGTI\">Rigetti </a>, <a href=\"https://laohu8.com/S/IONQ\">IonQ </a> fell around 13%. The stocks have soared in recent months amid excitement about the potential of the technology, which was heightened last month following a quantum computing breakthrough by Alphabet Inc.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d9517c6a38d892dee743d7cfd162d95\" title=\"\" tg-width=\"523\" tg-height=\"451\"/></p><p>Quantum Computing shares had gained more than 1,800% over the past 12 months to $17.49 through Tuesday’s close. Rigetti rose more than 1,500% to $18.39 over the same span while D-Wave advanced nearly 1,000% to $9.55 and IonQ more than 300% to $49.59.</p><p style=\"text-align: start;\">Alphabet Inc., whose shares in December posted their best month since May 2023, is down 0.3% in late trading after closing at $195.49.</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>Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away</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\">\nQuantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-08/quantum-computing-stocks-drop-as-nvidia-ceo-sees-use-years-away?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-08/quantum-computing-stocks-drop-as-nvidia-ceo-sees-use-years-away?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","QMCO":"昆腾","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","QBTS":"D-Wave Quantum Inc.","BK4529":"IDC概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LAES":"SEALSQ Corp","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4587":"ChatGPT概念","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-08/quantum-computing-stocks-drop-as-nvidia-ceo-sees-use-years-away?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501557537","content_text":"The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum computers are likely decades away.“If you kind of said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30, it’s probably on the late side,” Huang said in a question-and-answer session during Nvidia’s analyst day. “If you picked 20, I think a whole bunch of us would believe it.”QUANTUM CORP slid 15.78%; D-Wave Quantum Inc., Quantum Computing Inc. slid 14%; SEALSQ Corp, Rigetti , IonQ  fell around 13%. The stocks have soared in recent months amid excitement about the potential of the technology, which was heightened last month following a quantum computing breakthrough by Alphabet Inc.Quantum Computing shares had gained more than 1,800% over the past 12 months to $17.49 through Tuesday’s close. Rigetti rose more than 1,500% to $18.39 over the same span while D-Wave advanced nearly 1,000% to $9.55 and IonQ more than 300% to $49.59.Alphabet Inc., whose shares in December posted their best month since May 2023, is down 0.3% in late trading after closing at $195.49.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388899133137336,"gmtCreate":1735986590920,"gmtModify":1735986595912,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Winning","listText":"Winning","text":"Winning","images":[{"img":"https://community-static.tradeup.com/news/ec718681fb27f44c00dc9d76704ae768","width":"1442","height":"2873"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388899133137336","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388898871894336,"gmtCreate":1735986522909,"gmtModify":1735986527561,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"My year","listText":"My year","text":"My year","images":[{"img":"https://community-static.tradeup.com/news/a56af79b5a7056f51a323d78389957e1","width":"1442","height":"2873"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388898871894336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388036194894144,"gmtCreate":1735776907088,"gmtModify":1735776911212,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"This is what happens when you take out Jack","listText":"This is what happens when you take out Jack","text":"This is what happens when you take out Jack","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388036194894144","repostId":"1178579114","repostType":2,"repost":{"id":"1178579114","kind":"news","pubTimestamp":1735731207,"share":"https://ttm.financial/m/news/1178579114?lang=&edition=fundamental","pubTime":"2025-01-01 19:33","market":"us","language":"en","title":"Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1178579114","media":"Bloomberg","summary":"Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba unloading physical assets to focus on online business</p></li><li><p>Sun Art had attracted interest from other private equity firms</p></li></ul><p>Alibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group Ltd. to private equity firm DCP Capital, unloading another high-profile physical commerce asset to focus on its core online business.</p><p>China’s e-commerce pioneer said it could receive gross proceeds of up to HK$12.3 billion ($1.6 billion) from selling its more than 70% holding in the chain of Costco-like hypermart stores. That’s significantly less than the $3.6 billion Alibaba paid just to double its stake in Sun Art in 2020. Sun Art is today worth around $3 billion overall, despite growing its market value more than 80% in the past 12 months.</p><p>The sale accelerates Alibaba’s retreat from physical retail, an initiative spearheaded years ago by previous CEO Daniel Zhang. Once a dominant player across Chinese commerce, intensifying competition from PDD Holdings Inc. and ByteDance Ltd. have forced Alibaba back to its roots as an online commerce platform.</p><p>Under new chief Eddie Wu, Alibaba is focusing investment on areas it considers more promising, from the cloud to online marketplaces. It’s also ramping up abroad, for instance by creating a joint venture to speed up a Korean expansion. Alibaba is now integrating its domestic and international ecommerce operations under the leadership of fast-rising executive Jiang Fan, while steadily selling off holdings it doesn’t consider essential.</p><p>Alibaba had been considering selling its controlling stake in Sun Art, which had attracted suitors such as DCP Capital and Hillhouse Investment, Bloomberg News reported in September.</p><p>The sale “is considered to be a good opportunity for Alibaba Group to monetize its non-core assets and to utilize such proceeds to better focus on the development of its core businesses and enhance its shareholder return,” the company said in a statement Wednesday.</p><blockquote><h3 id=\"id_405778924\">What Bloomberg Intelligence Says</h3><p>Alibaba’s loss-making sale of its Intime department-store chain reflects its determination to focus on technology-driven internet platforms, AI and global e-commerce in 2025. The $1 billion of sale proceeds, which will result in a $1.3 billion loss to the tech firm, can fund share buybacks and dividends next year. As of Dec. 16, Alibaba remained in negotiations to sell its 78.7% stake in Sun Art grocer.</p><p>- Catherine Lim and Trini Tan, analysts</p></blockquote><p>Just last month, Alibaba agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion, incurring a loss of about 9.3 billion yuan ($1.3 billion) on its initial investment.</p><p>Electronics retailer Suning.com Co. was another of several major brick-and-mortar acquisitions that Zhang orchestrated.</p><p>Sun Art runs hundreds of hypermarkets across China under brands including RT-Mart. It also has a distribution and storage network that supplement Alibaba’s own efforts in fresh produce.</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>Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion</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\">\nAlibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-01 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?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":{"BABA":"阿里巴巴","06808":"高鑫零售","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178579114","content_text":"Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group Ltd. to private equity firm DCP Capital, unloading another high-profile physical commerce asset to focus on its core online business.China’s e-commerce pioneer said it could receive gross proceeds of up to HK$12.3 billion ($1.6 billion) from selling its more than 70% holding in the chain of Costco-like hypermart stores. That’s significantly less than the $3.6 billion Alibaba paid just to double its stake in Sun Art in 2020. Sun Art is today worth around $3 billion overall, despite growing its market value more than 80% in the past 12 months.The sale accelerates Alibaba’s retreat from physical retail, an initiative spearheaded years ago by previous CEO Daniel Zhang. Once a dominant player across Chinese commerce, intensifying competition from PDD Holdings Inc. and ByteDance Ltd. have forced Alibaba back to its roots as an online commerce platform.Under new chief Eddie Wu, Alibaba is focusing investment on areas it considers more promising, from the cloud to online marketplaces. It’s also ramping up abroad, for instance by creating a joint venture to speed up a Korean expansion. Alibaba is now integrating its domestic and international ecommerce operations under the leadership of fast-rising executive Jiang Fan, while steadily selling off holdings it doesn’t consider essential.Alibaba had been considering selling its controlling stake in Sun Art, which had attracted suitors such as DCP Capital and Hillhouse Investment, Bloomberg News reported in September.The sale “is considered to be a good opportunity for Alibaba Group to monetize its non-core assets and to utilize such proceeds to better focus on the development of its core businesses and enhance its shareholder return,” the company said in a statement Wednesday.What Bloomberg Intelligence SaysAlibaba’s loss-making sale of its Intime department-store chain reflects its determination to focus on technology-driven internet platforms, AI and global e-commerce in 2025. The $1 billion of sale proceeds, which will result in a $1.3 billion loss to the tech firm, can fund share buybacks and dividends next year. As of Dec. 16, Alibaba remained in negotiations to sell its 78.7% stake in Sun Art grocer.- Catherine Lim and Trini Tan, analystsJust last month, Alibaba agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion, incurring a loss of about 9.3 billion yuan ($1.3 billion) on its initial investment.Electronics retailer Suning.com Co. was another of several major brick-and-mortar acquisitions that Zhang orchestrated.Sun Art runs hundreds of hypermarkets across China under brands including RT-Mart. It also has a distribution and storage network that supplement Alibaba’s own efforts in fresh produce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387500015927464,"gmtCreate":1735634939698,"gmtModify":1735636106147,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh","listText":"He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh","text":"He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/387500015927464","repostId":"1177758058","repostType":4,"repost":{"id":"1177758058","kind":"news","pubTimestamp":1735627200,"share":"https://ttm.financial/m/news/1177758058?lang=&edition=fundamental","pubTime":"2024-12-31 14:40","market":"us","language":"en","title":"Xi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177758058","media":"Bloomberg","summary":"China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official target.China’s economy was “overall stable and progressing amid stability,” Xi said in a speech published Tuesday by the official Xinhua News Agency. Risks in key areas were effectively addressed, while employment and prices remained steady, he said.Xi reiterated a call to adopt more proactive macroecono","content":"<html><head></head><body><p>China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official target.</p><p style=\"text-align: start;\">China’s economy was “overall stable and progressing amid stability,” Xi said in a speech published Tuesday by the official Xinhua News Agency. Risks in key areas were effectively addressed, while employment and prices remained steady, he said.</p><p style=\"text-align: start;\">Xi reiterated a call to adopt more proactive macroeconomic policies to aid the economy’s continued recovery, during remarks made at a new year event held by the nation’s top political advisory body.</p><p>The growth rate telegraphed by Xi is in line with market expectations. Economists surveyed by Bloomberg forecast the economy to expand 4.8% this year, after policymakers rolled out a slew of stimulus steps since late September.</p><p style=\"text-align: start;\">China is expected to set a 2025 growth target roughly similar to this year’s, as top leaders signaled earlier this month they’re willing to embrace more forceful stimulus measures. That would help the economy counter any impact from potential increases in US tariffs.</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>Xi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%</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\">\nXi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-31 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-31/xi-says-china-s-2024-gdp-growth-expected-to-be-around-5?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-31/xi-says-china-s-2024-gdp-growth-expected-to-be-around-5?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":{"YINN":"三倍做多富时中国ETF-Direxion","HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-31/xi-says-china-s-2024-gdp-growth-expected-to-be-around-5?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177758058","content_text":"China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official target.China’s economy was “overall stable and progressing amid stability,” Xi said in a speech published Tuesday by the official Xinhua News Agency. Risks in key areas were effectively addressed, while employment and prices remained steady, he said.Xi reiterated a call to adopt more proactive macroeconomic policies to aid the economy’s continued recovery, during remarks made at a new year event held by the nation’s top political advisory body.The growth rate telegraphed by Xi is in line with market expectations. Economists surveyed by Bloomberg forecast the economy to expand 4.8% this year, after policymakers rolled out a slew of stimulus steps since late September.China is expected to set a 2025 growth target roughly similar to this year’s, as top leaders signaled earlier this month they’re willing to embrace more forceful stimulus measures. That would help the economy counter any impact from potential increases in US tariffs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387431361216944,"gmtCreate":1735618182491,"gmtModify":1735618186223,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Well, it's alright since there's so many bubbles to short","listText":"Well, it's alright since there's so many bubbles to short","text":"Well, it's alright since there's so many bubbles to short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387431361216944","repostId":"2495857165","repostType":2,"repost":{"id":"2495857165","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1735610400,"share":"https://ttm.financial/m/news/2495857165?lang=&edition=fundamental","pubTime":"2024-12-31 10:00","market":"us","language":"en","title":"Stocks Are Skipping the \"Santa Claus Rally\" Again This Year. That Doesn’t Bode Well for January","url":"https://stock-news.laohu8.com/highlight/detail?id=2495857165","media":"Dow Jones","summary":"The S&P 500 is heading for a loss during the typically bullish stretch for the second year in a rowInvestors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for","content":"<html><head></head><body><p>The S&amp;P 500 is heading for a loss during the typically bullish stretch for the second year in a row</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e0a3f789e0c9cbd73e24f8f90926167\" alt=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" title=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" tg-width=\"923\" tg-height=\"533\"/><span>Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.</span></p><p>Santa Claus is leaving investors in the lurch once again in 2024 as U.S. stocks have struggled during the typically bullish home stretch of the year.</p><p style=\"text-align: start;\">Every year, investors look forward to the “Santa Claus rally,” a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&amp;P 500 has gained, on average, 1.3% during this stretch, while finishing higher nearly 80% of the time, according to Dow Jones Market Data.</p><p>But in 2024, investors look set to be disappointed for the second year in a row. As of Monday’s close, the S&amp;P 500 has fallen 1.1% since the Santa rally period began on Christmas Eve, Dow Jones data show.</p><p>As a result, the index is on track for its worst performance during the typically bullish seasonal window since the period that straddled the end of 2015 and beginning of 2016, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Back-to-back declines during this stretch are pretty rare, historically speaking; this would be the first since the 2014-2015 and 2015-2016 periods. Prior to that, it only happened one other time going back to 1950, per Dow Jones data.</p><p style=\"text-align: start;\">The weak start to the Santa rally period, coupled with a handful of other developments, has prompted some analysts to warn that stocks could continue to struggle into January.</p><p style=\"text-align: start;\">Weakness hasn’t been confined to the S&amp;P 500. In fact, for the Nasdaq Composite, the situation has been even more dire. The tech-heavy index is on track to decline for its fourth consecutive Santa Claus rally period — what would be its longest such streak on record.</p><p style=\"text-align: start;\">To be sure, both the S&amp;P 500 and Nasdaq are still sitting on massive gains for 2024. Even the Dow Jones Industrial Average has tallied a respectable calendar-year gain of 13%, according to FactSet data.</p><p style=\"text-align: start;\">However, the relative lack of market turbulence this year is all the more reason to worry that the latest wave of selling pressure could be a prelude to something bigger. Since the beginning of December, stocks of all sizes and styles have struggled, apart from shares of a few megacap companies that have increasingly dominated the market.</p><p style=\"text-align: start;\">The result has been a sharp deterioration in stock-market breadth, defined as the number of U.S.-listed stocks climbing relative to the number falling. For the S&amp;P 500, a stretch of negative breadth lasted 14 days earlier this month, the longest such streak since at least late 1999, Dow Jones data show.</p><p>Despite the weakness under the surface, gains for a handful of megacap tech stocks like Broadcom Inc. and Tesla Inc. have largely spared the S&amp;P 500 and Nasdaq from steeper declines. The Nasdaq was even clinging to a narrow month-to-date gain as of Monday’s close.</p><p style=\"text-align: start;\">But over the past few days, even these stocks have started to turn over.</p><p style=\"text-align: start;\">That the S&amp;P 500’s rebound from its sharp post-Federal-Reserve-meeting selloff has apparently stalled out doesn’t bode well for the market’s near-term outlook, according to Tom Essaye, founder and president of Sevens Report Research. He described this as a concerning technical development in a report shared with MarketWatch on Monday.</p><p style=\"text-align: start;\">Meanwhile, in a report shared with MarketWatch over the weekend, BTIG technical strategist Jonathan Krinsky pointed out that the momentum trade that had powered the market higher in 2024 has recently shown signs of rolling over, which could spell trouble during the weeks ahead.</p><p style=\"text-align: start;\">As of Friday, only 58% of S&amp;P 500 stocks were trading above their 200-day moving average, the weakest reading all year, Krinsky said. That ended a 265-trading-day streak north of 60%, the longest since late 2021.</p><p style=\"text-align: start;\">At the same time, high-beta momentum stocks — that is, the most volatile stocks — have broken their uptrend. And one popular technical signpost, the moving-average convergence-divergence indicator, issued a weekly sell signal for the S&amp;P 500 at the end of last week, its first since September.</p><p style=\"text-align: start;\">Individually, none of these indicators carries much weight. But taken together, they could signal that investors haven’t yet finished taking their chips off the table.</p><p style=\"text-align: start;\">December would be only the second month this year when the S&amp;P 500 has declined, after April. Apart from one short-lived panic in August that sent the Cboe Volatility Index (VIX) soaring to a four-year high, the market has been remarkably stable in 2024.</p><p style=\"text-align: start;\">“The fact that the rally was rejected from the prior support trendline is not great, and while there are still four days left in the [Santa Claus rally] period, we remain concerned about a bigger January decline, and perhaps so are investors given the Friday selling,” Krinsky said.</p><p style=\"text-align: start;\">Contacted by MarketWatch on Monday, Krinsky said that the ongoing weakness in the market on Monday simply underscored his point from this weekend’s note. Krinsky surmised that some of the selling pressure could be investors front-running expected profit-taking of this year’s winners come January.</p><p style=\"text-align: start;\">Many Wall Street strategists have blamed rising Treasury yields for the market’s December struggles. The yield on the 10-year Treasury note touched its highest level in more than seven months on Friday as stocks slumped.</p><p style=\"text-align: start;\">But the weakness in stocks persisted on Monday, even as yields turned lower. The S&amp;P 500 ended down 1.1% at 5,907, though it was still above its lows from earlier in the month.</p><p style=\"text-align: start;\">But the fact that the index has yet to reclaim 6,000 was making technical strategists, including Krinsky, wary. The former support level appeared to be turning into a ceiling, Krinsky noted.</p><p style=\"text-align: start;\">If that turns out to be true, it could be a while before the S&amp;P 500 marches back to record highs after tallying 57 record closes in 2024, according to Dow Jones data.</p><p style=\"text-align: start;\">The Nasdaq Composite and Dow Jones Industrial Average were also in the red Monday, although both pared their losses from earlier in the session. The Nasdaq ended down 1.2%, while the Dow was off by about 420 points, or 1%, at 42,574.</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>Stocks Are Skipping the \"Santa Claus Rally\" Again This Year. That Doesn’t Bode Well for January</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\">\nStocks Are Skipping the \"Santa Claus Rally\" Again This Year. That Doesn’t Bode Well for January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-31 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 is heading for a loss during the typically bullish stretch for the second year in a row</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e0a3f789e0c9cbd73e24f8f90926167\" alt=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" title=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" tg-width=\"923\" tg-height=\"533\"/><span>Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.</span></p><p>Santa Claus is leaving investors in the lurch once again in 2024 as U.S. stocks have struggled during the typically bullish home stretch of the year.</p><p style=\"text-align: start;\">Every year, investors look forward to the “Santa Claus rally,” a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&amp;P 500 has gained, on average, 1.3% during this stretch, while finishing higher nearly 80% of the time, according to Dow Jones Market Data.</p><p>But in 2024, investors look set to be disappointed for the second year in a row. As of Monday’s close, the S&amp;P 500 has fallen 1.1% since the Santa rally period began on Christmas Eve, Dow Jones data show.</p><p>As a result, the index is on track for its worst performance during the typically bullish seasonal window since the period that straddled the end of 2015 and beginning of 2016, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Back-to-back declines during this stretch are pretty rare, historically speaking; this would be the first since the 2014-2015 and 2015-2016 periods. Prior to that, it only happened one other time going back to 1950, per Dow Jones data.</p><p style=\"text-align: start;\">The weak start to the Santa rally period, coupled with a handful of other developments, has prompted some analysts to warn that stocks could continue to struggle into January.</p><p style=\"text-align: start;\">Weakness hasn’t been confined to the S&amp;P 500. In fact, for the Nasdaq Composite, the situation has been even more dire. The tech-heavy index is on track to decline for its fourth consecutive Santa Claus rally period — what would be its longest such streak on record.</p><p style=\"text-align: start;\">To be sure, both the S&amp;P 500 and Nasdaq are still sitting on massive gains for 2024. Even the Dow Jones Industrial Average has tallied a respectable calendar-year gain of 13%, according to FactSet data.</p><p style=\"text-align: start;\">However, the relative lack of market turbulence this year is all the more reason to worry that the latest wave of selling pressure could be a prelude to something bigger. Since the beginning of December, stocks of all sizes and styles have struggled, apart from shares of a few megacap companies that have increasingly dominated the market.</p><p style=\"text-align: start;\">The result has been a sharp deterioration in stock-market breadth, defined as the number of U.S.-listed stocks climbing relative to the number falling. For the S&amp;P 500, a stretch of negative breadth lasted 14 days earlier this month, the longest such streak since at least late 1999, Dow Jones data show.</p><p>Despite the weakness under the surface, gains for a handful of megacap tech stocks like Broadcom Inc. and Tesla Inc. have largely spared the S&amp;P 500 and Nasdaq from steeper declines. The Nasdaq was even clinging to a narrow month-to-date gain as of Monday’s close.</p><p style=\"text-align: start;\">But over the past few days, even these stocks have started to turn over.</p><p style=\"text-align: start;\">That the S&amp;P 500’s rebound from its sharp post-Federal-Reserve-meeting selloff has apparently stalled out doesn’t bode well for the market’s near-term outlook, according to Tom Essaye, founder and president of Sevens Report Research. He described this as a concerning technical development in a report shared with MarketWatch on Monday.</p><p style=\"text-align: start;\">Meanwhile, in a report shared with MarketWatch over the weekend, BTIG technical strategist Jonathan Krinsky pointed out that the momentum trade that had powered the market higher in 2024 has recently shown signs of rolling over, which could spell trouble during the weeks ahead.</p><p style=\"text-align: start;\">As of Friday, only 58% of S&amp;P 500 stocks were trading above their 200-day moving average, the weakest reading all year, Krinsky said. That ended a 265-trading-day streak north of 60%, the longest since late 2021.</p><p style=\"text-align: start;\">At the same time, high-beta momentum stocks — that is, the most volatile stocks — have broken their uptrend. And one popular technical signpost, the moving-average convergence-divergence indicator, issued a weekly sell signal for the S&amp;P 500 at the end of last week, its first since September.</p><p style=\"text-align: start;\">Individually, none of these indicators carries much weight. But taken together, they could signal that investors haven’t yet finished taking their chips off the table.</p><p style=\"text-align: start;\">December would be only the second month this year when the S&amp;P 500 has declined, after April. Apart from one short-lived panic in August that sent the Cboe Volatility Index (VIX) soaring to a four-year high, the market has been remarkably stable in 2024.</p><p style=\"text-align: start;\">“The fact that the rally was rejected from the prior support trendline is not great, and while there are still four days left in the [Santa Claus rally] period, we remain concerned about a bigger January decline, and perhaps so are investors given the Friday selling,” Krinsky said.</p><p style=\"text-align: start;\">Contacted by MarketWatch on Monday, Krinsky said that the ongoing weakness in the market on Monday simply underscored his point from this weekend’s note. Krinsky surmised that some of the selling pressure could be investors front-running expected profit-taking of this year’s winners come January.</p><p style=\"text-align: start;\">Many Wall Street strategists have blamed rising Treasury yields for the market’s December struggles. The yield on the 10-year Treasury note touched its highest level in more than seven months on Friday as stocks slumped.</p><p style=\"text-align: start;\">But the weakness in stocks persisted on Monday, even as yields turned lower. The S&amp;P 500 ended down 1.1% at 5,907, though it was still above its lows from earlier in the month.</p><p style=\"text-align: start;\">But the fact that the index has yet to reclaim 6,000 was making technical strategists, including Krinsky, wary. The former support level appeared to be turning into a ceiling, Krinsky noted.</p><p style=\"text-align: start;\">If that turns out to be true, it could be a while before the S&amp;P 500 marches back to record highs after tallying 57 record closes in 2024, according to Dow Jones data.</p><p style=\"text-align: start;\">The Nasdaq Composite and Dow Jones Industrial Average were also in the red Monday, although both pared their losses from earlier in the session. The Nasdaq ended down 1.2%, while the Dow was off by about 420 points, or 1%, at 42,574.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H",".DJI":"道琼斯","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC",".IXIC":"NASDAQ Composite","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495857165","content_text":"The S&P 500 is heading for a loss during the typically bullish stretch for the second year in a rowInvestors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.Santa Claus is leaving investors in the lurch once again in 2024 as U.S. stocks have struggled during the typically bullish home stretch of the year.Every year, investors look forward to the “Santa Claus rally,” a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&P 500 has gained, on average, 1.3% during this stretch, while finishing higher nearly 80% of the time, according to Dow Jones Market Data.But in 2024, investors look set to be disappointed for the second year in a row. As of Monday’s close, the S&P 500 has fallen 1.1% since the Santa rally period began on Christmas Eve, Dow Jones data show.As a result, the index is on track for its worst performance during the typically bullish seasonal window since the period that straddled the end of 2015 and beginning of 2016, according to Dow Jones Market Data.Back-to-back declines during this stretch are pretty rare, historically speaking; this would be the first since the 2014-2015 and 2015-2016 periods. Prior to that, it only happened one other time going back to 1950, per Dow Jones data.The weak start to the Santa rally period, coupled with a handful of other developments, has prompted some analysts to warn that stocks could continue to struggle into January.Weakness hasn’t been confined to the S&P 500. In fact, for the Nasdaq Composite, the situation has been even more dire. The tech-heavy index is on track to decline for its fourth consecutive Santa Claus rally period — what would be its longest such streak on record.To be sure, both the S&P 500 and Nasdaq are still sitting on massive gains for 2024. Even the Dow Jones Industrial Average has tallied a respectable calendar-year gain of 13%, according to FactSet data.However, the relative lack of market turbulence this year is all the more reason to worry that the latest wave of selling pressure could be a prelude to something bigger. Since the beginning of December, stocks of all sizes and styles have struggled, apart from shares of a few megacap companies that have increasingly dominated the market.The result has been a sharp deterioration in stock-market breadth, defined as the number of U.S.-listed stocks climbing relative to the number falling. For the S&P 500, a stretch of negative breadth lasted 14 days earlier this month, the longest such streak since at least late 1999, Dow Jones data show.Despite the weakness under the surface, gains for a handful of megacap tech stocks like Broadcom Inc. and Tesla Inc. have largely spared the S&P 500 and Nasdaq from steeper declines. The Nasdaq was even clinging to a narrow month-to-date gain as of Monday’s close.But over the past few days, even these stocks have started to turn over.That the S&P 500’s rebound from its sharp post-Federal-Reserve-meeting selloff has apparently stalled out doesn’t bode well for the market’s near-term outlook, according to Tom Essaye, founder and president of Sevens Report Research. He described this as a concerning technical development in a report shared with MarketWatch on Monday.Meanwhile, in a report shared with MarketWatch over the weekend, BTIG technical strategist Jonathan Krinsky pointed out that the momentum trade that had powered the market higher in 2024 has recently shown signs of rolling over, which could spell trouble during the weeks ahead.As of Friday, only 58% of S&P 500 stocks were trading above their 200-day moving average, the weakest reading all year, Krinsky said. That ended a 265-trading-day streak north of 60%, the longest since late 2021.At the same time, high-beta momentum stocks — that is, the most volatile stocks — have broken their uptrend. And one popular technical signpost, the moving-average convergence-divergence indicator, issued a weekly sell signal for the S&P 500 at the end of last week, its first since September.Individually, none of these indicators carries much weight. But taken together, they could signal that investors haven’t yet finished taking their chips off the table.December would be only the second month this year when the S&P 500 has declined, after April. Apart from one short-lived panic in August that sent the Cboe Volatility Index (VIX) soaring to a four-year high, the market has been remarkably stable in 2024.“The fact that the rally was rejected from the prior support trendline is not great, and while there are still four days left in the [Santa Claus rally] period, we remain concerned about a bigger January decline, and perhaps so are investors given the Friday selling,” Krinsky said.Contacted by MarketWatch on Monday, Krinsky said that the ongoing weakness in the market on Monday simply underscored his point from this weekend’s note. Krinsky surmised that some of the selling pressure could be investors front-running expected profit-taking of this year’s winners come January.Many Wall Street strategists have blamed rising Treasury yields for the market’s December struggles. The yield on the 10-year Treasury note touched its highest level in more than seven months on Friday as stocks slumped.But the weakness in stocks persisted on Monday, even as yields turned lower. The S&P 500 ended down 1.1% at 5,907, though it was still above its lows from earlier in the month.But the fact that the index has yet to reclaim 6,000 was making technical strategists, including Krinsky, wary. The former support level appeared to be turning into a ceiling, Krinsky noted.If that turns out to be true, it could be a while before the S&P 500 marches back to record highs after tallying 57 record closes in 2024, according to Dow Jones data.The Nasdaq Composite and Dow Jones Industrial Average were also in the red Monday, although both pared their losses from earlier in the session. The Nasdaq ended down 1.2%, while the Dow was off by about 420 points, or 1%, at 42,574.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383552803864632,"gmtCreate":1734672781046,"gmtModify":1734673337311,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Shorting it further then!","listText":"Shorting it further then!","text":"Shorting it further then!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383552803864632","repostId":"2492474439","repostType":2,"repost":{"id":"2492474439","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734659735,"share":"https://ttm.financial/m/news/2492474439?lang=&edition=fundamental","pubTime":"2024-12-20 09:55","market":"other","language":"en","title":"What's Behind Micron's Stock Stumble - and What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2492474439","media":"Dow Jones","summary":"Right now there are dueling impetuses.Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won't be reducing investment soon","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">Micron</a> stock closed down 16.2% after it posted quarterly revenue and earnings in line with analyst estimates but spooked investors with its soft forward guidance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15cca4f14a4411a10898aa3c48bae0e2\" tg-width=\"796\" tg-height=\"619\"/></p><p>Micron earnings always get a lot of attention. It reports off cadence to other chip makers, so it has the stage to itself. It is one of three large non-Chinese memory manufacturers, and the only one domiciled in the U.S. Memory sales can also reveal clues about the broader ecosystem.</p><p>There is one growth hardware business in 2024: data center equipment for the AI infrastructure buildout. This drove Micron&#39;s revenue expansion for its fiscal first quarter, up 84% from last year, and up 12% from last quarter. Data center revenue was up 400% on the year, and 40% from last quarter, now representing over half of Micron&#39;s revenue.</p><p>Investors have focused on the rocket growth of Micron&#39;s data center business, but now softness in consumer markets is creating concerns. Mobile and internet-of-things end markets were down a combined 15% from last quarter, though still up 11% on the year. Growth in its storage business has flattened out.</p><p>But what really rattled investors was Micron&#39;s fiscal second-quarter guidance, with revenue projected to fall 9% sequentially. In the past, that has often spelled trouble for the stock.</p><p>&#34;The reasons that excite investors in owning Micron, AI data centers, are more secular than cyclical,&#34; Cantor Fitzgerald analyst CJ Muse told Barron&#39;s. &#34;The disappointment was much worse-than-expected outlook for the more cyclical side of the business: smartphones, PCs, auto, etc.&#34;</p><p>The semiconductor sector is a cyclical business, and nowhere is this more evident than in memory. Manufacturers see regular inventory cycles up and down, and this leads to large rates of both sales growth and shrinkage as prices fluctuate.</p><p>In its annual report, Micron warns that, &#34;We have experienced significant volatility in our average selling prices and may continue to experience such volatility in the future. In the past five years, annual percentage changes in DRAM average selling prices have ranged from plus low-teen percentage range to a minus high-40% range&#34;</p><p>In the fiscal third quarter of 2024, Micron revenue was up 82% from the previous year, while in the same quarter in 2023 it was down 57%. As investors learned in 2023, Micron&#39;s gross profit can even be negative in a downturn.</p><p>Investors look at these sales swings and are always waiting for the next cycle to begin. During an up cycle like now, the anticipation is that it will end at some point, and maybe abruptly. Many investors have been swept up in a sudden shift in the winds, and don&#39;t want to be blown away again.</p><p>So many investors saw Micron&#39;s disappointing second-quarter guidance and looked for the exit. Could this be the end of Micron&#39;s big upcycle? Right now there are dueling impetuses.</p><p>Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won&#39;t be reducing investment soon, but that the growth rates in their capital expenditures will moderate. At the same time, consumer markets have been weak since 2022, and don&#39;t look like they are picking up steam headed into 2025. Micron&#39;s storage business is also showing signs of potential future weakness.</p><p>Investors are asking themselves: Is second-quarter guidance a blip or a bellwether?</p><p>&#34;I think it&#39;s a blip,&#34; John Vinh of KeyBanc Capital Markets told Barron&#39;s. &#34;I think we&#39;ve got a couple of quarters of friction here, and once you get through that, things should start to recover again in the second half of 2025.&#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>What's Behind Micron's Stock Stumble - and What Comes Next</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\">\nWhat's Behind Micron's Stock Stumble - and What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-20 09:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">Micron</a> stock closed down 16.2% after it posted quarterly revenue and earnings in line with analyst estimates but spooked investors with its soft forward guidance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15cca4f14a4411a10898aa3c48bae0e2\" tg-width=\"796\" tg-height=\"619\"/></p><p>Micron earnings always get a lot of attention. It reports off cadence to other chip makers, so it has the stage to itself. It is one of three large non-Chinese memory manufacturers, and the only one domiciled in the U.S. Memory sales can also reveal clues about the broader ecosystem.</p><p>There is one growth hardware business in 2024: data center equipment for the AI infrastructure buildout. This drove Micron&#39;s revenue expansion for its fiscal first quarter, up 84% from last year, and up 12% from last quarter. Data center revenue was up 400% on the year, and 40% from last quarter, now representing over half of Micron&#39;s revenue.</p><p>Investors have focused on the rocket growth of Micron&#39;s data center business, but now softness in consumer markets is creating concerns. Mobile and internet-of-things end markets were down a combined 15% from last quarter, though still up 11% on the year. Growth in its storage business has flattened out.</p><p>But what really rattled investors was Micron&#39;s fiscal second-quarter guidance, with revenue projected to fall 9% sequentially. In the past, that has often spelled trouble for the stock.</p><p>&#34;The reasons that excite investors in owning Micron, AI data centers, are more secular than cyclical,&#34; Cantor Fitzgerald analyst CJ Muse told Barron&#39;s. &#34;The disappointment was much worse-than-expected outlook for the more cyclical side of the business: smartphones, PCs, auto, etc.&#34;</p><p>The semiconductor sector is a cyclical business, and nowhere is this more evident than in memory. Manufacturers see regular inventory cycles up and down, and this leads to large rates of both sales growth and shrinkage as prices fluctuate.</p><p>In its annual report, Micron warns that, &#34;We have experienced significant volatility in our average selling prices and may continue to experience such volatility in the future. In the past five years, annual percentage changes in DRAM average selling prices have ranged from plus low-teen percentage range to a minus high-40% range&#34;</p><p>In the fiscal third quarter of 2024, Micron revenue was up 82% from the previous year, while in the same quarter in 2023 it was down 57%. As investors learned in 2023, Micron&#39;s gross profit can even be negative in a downturn.</p><p>Investors look at these sales swings and are always waiting for the next cycle to begin. During an up cycle like now, the anticipation is that it will end at some point, and maybe abruptly. Many investors have been swept up in a sudden shift in the winds, and don&#39;t want to be blown away again.</p><p>So many investors saw Micron&#39;s disappointing second-quarter guidance and looked for the exit. Could this be the end of Micron&#39;s big upcycle? Right now there are dueling impetuses.</p><p>Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won&#39;t be reducing investment soon, but that the growth rates in their capital expenditures will moderate. At the same time, consumer markets have been weak since 2022, and don&#39;t look like they are picking up steam headed into 2025. Micron&#39;s storage business is also showing signs of potential future weakness.</p><p>Investors are asking themselves: Is second-quarter guidance a blip or a bellwether?</p><p>&#34;I think it&#39;s a blip,&#34; John Vinh of KeyBanc Capital Markets told Barron&#39;s. &#34;I think we&#39;ve got a couple of quarters of friction here, and once you get through that, things should start to recover again in the second half of 2025.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4507":"流媒体概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4220":"综合零售","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4538":"云计算","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4141":"半导体产品","BK4503":"景林资产持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","MU":"美光科技","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4598":"佩洛西持仓","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492474439","content_text":"Micron stock closed down 16.2% after it posted quarterly revenue and earnings in line with analyst estimates but spooked investors with its soft forward guidance.Micron earnings always get a lot of attention. It reports off cadence to other chip makers, so it has the stage to itself. It is one of three large non-Chinese memory manufacturers, and the only one domiciled in the U.S. Memory sales can also reveal clues about the broader ecosystem.There is one growth hardware business in 2024: data center equipment for the AI infrastructure buildout. This drove Micron's revenue expansion for its fiscal first quarter, up 84% from last year, and up 12% from last quarter. Data center revenue was up 400% on the year, and 40% from last quarter, now representing over half of Micron's revenue.Investors have focused on the rocket growth of Micron's data center business, but now softness in consumer markets is creating concerns. Mobile and internet-of-things end markets were down a combined 15% from last quarter, though still up 11% on the year. Growth in its storage business has flattened out.But what really rattled investors was Micron's fiscal second-quarter guidance, with revenue projected to fall 9% sequentially. In the past, that has often spelled trouble for the stock.\"The reasons that excite investors in owning Micron, AI data centers, are more secular than cyclical,\" Cantor Fitzgerald analyst CJ Muse told Barron's. \"The disappointment was much worse-than-expected outlook for the more cyclical side of the business: smartphones, PCs, auto, etc.\"The semiconductor sector is a cyclical business, and nowhere is this more evident than in memory. Manufacturers see regular inventory cycles up and down, and this leads to large rates of both sales growth and shrinkage as prices fluctuate.In its annual report, Micron warns that, \"We have experienced significant volatility in our average selling prices and may continue to experience such volatility in the future. In the past five years, annual percentage changes in DRAM average selling prices have ranged from plus low-teen percentage range to a minus high-40% range\"In the fiscal third quarter of 2024, Micron revenue was up 82% from the previous year, while in the same quarter in 2023 it was down 57%. As investors learned in 2023, Micron's gross profit can even be negative in a downturn.Investors look at these sales swings and are always waiting for the next cycle to begin. During an up cycle like now, the anticipation is that it will end at some point, and maybe abruptly. Many investors have been swept up in a sudden shift in the winds, and don't want to be blown away again.So many investors saw Micron's disappointing second-quarter guidance and looked for the exit. Could this be the end of Micron's big upcycle? Right now there are dueling impetuses.Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won't be reducing investment soon, but that the growth rates in their capital expenditures will moderate. At the same time, consumer markets have been weak since 2022, and don't look like they are picking up steam headed into 2025. Micron's storage business is also showing signs of potential future weakness.Investors are asking themselves: Is second-quarter guidance a blip or a bellwether?\"I think it's a blip,\" John Vinh of KeyBanc Capital Markets told Barron's. \"I think we've got a couple of quarters of friction here, and once you get through that, things should start to recover again in the second half of 2025.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383295174312240,"gmtCreate":1734593894418,"gmtModify":1734593898343,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Did Elon buy chips from them? Vaguely remember some news about it...","listText":"Did Elon buy chips from them? Vaguely remember some news about it...","text":"Did Elon buy chips from them? Vaguely remember some news about it...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383295174312240","repostId":"1128946768","repostType":2,"repost":{"id":"1128946768","kind":"news","pubTimestamp":1734591208,"share":"https://ttm.financial/m/news/1128946768?lang=&edition=fundamental","pubTime":"2024-12-19 14:53","market":"us","language":"en","title":"Super Micro Computer: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1128946768","media":"Seeking Alpha","summary":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Comput","content":"<html><head></head><body><h2 id=\"id_1620675458\">Summary</h2><ul style=\"\"><li><p>Upgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.</p></li><li><p>Super Micro Computer&#39;s recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.</p></li><li><p>Nvidia&#39;s explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.</p></li><li><p>Despite risks like financial filing deadlines and margin pressure, the Company&#39;s strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1062d34b1ff561a87c314fdf92117d12\" alt=\"Cloud Computing\" title=\"Cloud Computing\" tg-width=\"750\" tg-height=\"404\"/><span>Cloud Computing</span></p><p><strong>Just_Super</strong></p><p></p><p>On November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock&#39;s deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI&#39;s stock has risen by an impressive 47%, confirming my initial thesis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9331293c109353390b1588fca17c8e05\" alt=\"Super Micro Computer: A Calculated Risk Worth Taking\" title=\"Super Micro Computer: A Calculated Risk Worth Taking\" tg-width=\"640\" tg-height=\"303\"/><span>Super Micro Computer: A Calculated Risk Worth Taking</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha (Hataf Capital)</strong></p><p></p><p>Based on Super Micro Computer&#39;s recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.</p><p>The company&#39;s recent announcement of NASDAQ&#39;s extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.</p><p>The investigation&#39;s scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee&#39;s finding that Ernst &amp; Young&#39;s resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.</p><p>The Special Committee&#39;s review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company&#39;s revenue recognition conclusions. This validation is crucial given SMCI&#39;s preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.</p><p>Moreover, the committee&#39;s examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.</p><p>These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.</p><h2 id=\"id_4157259848\">Blackwell Demand Will Boost Revenue</h2><p>The explosive demand for Nvidia&#39;s (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley&#39;s recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate &#34;several billion dollars&#34; in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.</p><p>Blackwell&#39;s availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI&#39;s leadership in liquid-cooled server technologies. This is exemplified by XAI&#39;s unveiling of the world&#39;s most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI&#39;s advanced liquid cooled systems.</p><p>SMCI&#39;s deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia&#39;s GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.</p><p>In particular, SMCI&#39;s collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI&#39;s technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.</p><p>Given Nvidia&#39;s visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.</p><h2 id=\"id_873648454\">SMCI Is Still Severely Undervalued</h2><p>The company&#39;s current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba822b16fd45b19be15ad13fefd84407\" alt=\"SMCI Valuation Metrics\" title=\"SMCI Valuation Metrics\" tg-width=\"640\" tg-height=\"424\"/><span>SMCI Valuation Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>SMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company&#39;s extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn&#39;t a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7fe3800446644e57bb81954608e0fa7\" alt=\"SMCI Growth Metrics\" title=\"SMCI Growth Metrics\" tg-width=\"640\" tg-height=\"403\"/><span>SMCI Growth Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>The valuation disconnect becomes particularly evident when you look at SMCI&#39;s enterprise value metrics. The company&#39;s forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI&#39;s EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company&#39;s ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector&#39;s valuation multiples suggests a significant market mispricing.</p><p>Looking at asset efficiency metrics, SMCI&#39;s asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company&#39;s strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.</p><p>This leads me to conclude that SMCI&#39;s current market price reflects lingering concerns about regulatory issues rather than the company&#39;s fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee&#39;s findings and NASDAQ&#39;s filing extension, I believe the stage is set for a significant valuation re-rating.</p><h2 id=\"id_2751189695\">What Could Go Wrong?</h2><p>The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee&#39;s findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don&#39;t consider that to be a likely scenario, but it is possible and represents a worst-case scenario.</p><p>There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.</p><p>Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI&#39;s strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.</p><p>The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell&#39;s improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI&#39;s market share and margins.</p><p>The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.</p><h2 id=\"id_1587730322\">In Conclusion</h2><p>While risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Be Greedy When Others Are Fearful</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\">\nSuper Micro Computer: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-19 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128946768","content_text":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Computer's recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.Nvidia's explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.Despite risks like financial filing deadlines and margin pressure, the Company's strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.Cloud ComputingJust_SuperOn November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock's deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI's stock has risen by an impressive 47%, confirming my initial thesis.Super Micro Computer: A Calculated Risk Worth TakingSeeking Alpha (Hataf Capital)Based on Super Micro Computer's recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.The company's recent announcement of NASDAQ's extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.The investigation's scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee's finding that Ernst & Young's resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.The Special Committee's review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company's revenue recognition conclusions. This validation is crucial given SMCI's preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.Moreover, the committee's examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.Blackwell Demand Will Boost RevenueThe explosive demand for Nvidia's (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley's recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate \"several billion dollars\" in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.Blackwell's availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI's leadership in liquid-cooled server technologies. This is exemplified by XAI's unveiling of the world's most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI's advanced liquid cooled systems.SMCI's deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia's GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.In particular, SMCI's collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI's technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.Given Nvidia's visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.SMCI Is Still Severely UndervaluedThe company's current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.SMCI Valuation MetricsSASMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company's extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn't a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.SMCI Growth MetricsSAThe valuation disconnect becomes particularly evident when you look at SMCI's enterprise value metrics. The company's forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI's EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company's ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector's valuation multiples suggests a significant market mispricing.Looking at asset efficiency metrics, SMCI's asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company's strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.This leads me to conclude that SMCI's current market price reflects lingering concerns about regulatory issues rather than the company's fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee's findings and NASDAQ's filing extension, I believe the stage is set for a significant valuation re-rating.What Could Go Wrong?The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee's findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don't consider that to be a likely scenario, but it is possible and represents a worst-case scenario.There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI's strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell's improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI's market share and margins.The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.In ConclusionWhile risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383294589386976,"gmtCreate":1734593845944,"gmtModify":1734593849677,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.&nbsp;","listText":"Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.&nbsp;","text":"Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383294589386976","repostId":"1128946768","repostType":2,"repost":{"id":"1128946768","kind":"news","pubTimestamp":1734591208,"share":"https://ttm.financial/m/news/1128946768?lang=&edition=fundamental","pubTime":"2024-12-19 14:53","market":"us","language":"en","title":"Super Micro Computer: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1128946768","media":"Seeking Alpha","summary":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Comput","content":"<html><head></head><body><h2 id=\"id_1620675458\">Summary</h2><ul style=\"\"><li><p>Upgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.</p></li><li><p>Super Micro Computer&#39;s recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.</p></li><li><p>Nvidia&#39;s explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.</p></li><li><p>Despite risks like financial filing deadlines and margin pressure, the Company&#39;s strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1062d34b1ff561a87c314fdf92117d12\" alt=\"Cloud Computing\" title=\"Cloud Computing\" tg-width=\"750\" tg-height=\"404\"/><span>Cloud Computing</span></p><p><strong>Just_Super</strong></p><p></p><p>On November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock&#39;s deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI&#39;s stock has risen by an impressive 47%, confirming my initial thesis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9331293c109353390b1588fca17c8e05\" alt=\"Super Micro Computer: A Calculated Risk Worth Taking\" title=\"Super Micro Computer: A Calculated Risk Worth Taking\" tg-width=\"640\" tg-height=\"303\"/><span>Super Micro Computer: A Calculated Risk Worth Taking</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha (Hataf Capital)</strong></p><p></p><p>Based on Super Micro Computer&#39;s recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.</p><p>The company&#39;s recent announcement of NASDAQ&#39;s extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.</p><p>The investigation&#39;s scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee&#39;s finding that Ernst &amp; Young&#39;s resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.</p><p>The Special Committee&#39;s review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company&#39;s revenue recognition conclusions. This validation is crucial given SMCI&#39;s preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.</p><p>Moreover, the committee&#39;s examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.</p><p>These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.</p><h2 id=\"id_4157259848\">Blackwell Demand Will Boost Revenue</h2><p>The explosive demand for Nvidia&#39;s (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley&#39;s recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate &#34;several billion dollars&#34; in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.</p><p>Blackwell&#39;s availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI&#39;s leadership in liquid-cooled server technologies. This is exemplified by XAI&#39;s unveiling of the world&#39;s most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI&#39;s advanced liquid cooled systems.</p><p>SMCI&#39;s deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia&#39;s GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.</p><p>In particular, SMCI&#39;s collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI&#39;s technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.</p><p>Given Nvidia&#39;s visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.</p><h2 id=\"id_873648454\">SMCI Is Still Severely Undervalued</h2><p>The company&#39;s current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba822b16fd45b19be15ad13fefd84407\" alt=\"SMCI Valuation Metrics\" title=\"SMCI Valuation Metrics\" tg-width=\"640\" tg-height=\"424\"/><span>SMCI Valuation Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>SMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company&#39;s extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn&#39;t a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7fe3800446644e57bb81954608e0fa7\" alt=\"SMCI Growth Metrics\" title=\"SMCI Growth Metrics\" tg-width=\"640\" tg-height=\"403\"/><span>SMCI Growth Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>The valuation disconnect becomes particularly evident when you look at SMCI&#39;s enterprise value metrics. The company&#39;s forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI&#39;s EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company&#39;s ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector&#39;s valuation multiples suggests a significant market mispricing.</p><p>Looking at asset efficiency metrics, SMCI&#39;s asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company&#39;s strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.</p><p>This leads me to conclude that SMCI&#39;s current market price reflects lingering concerns about regulatory issues rather than the company&#39;s fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee&#39;s findings and NASDAQ&#39;s filing extension, I believe the stage is set for a significant valuation re-rating.</p><h2 id=\"id_2751189695\">What Could Go Wrong?</h2><p>The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee&#39;s findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don&#39;t consider that to be a likely scenario, but it is possible and represents a worst-case scenario.</p><p>There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.</p><p>Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI&#39;s strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.</p><p>The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell&#39;s improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI&#39;s market share and margins.</p><p>The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.</p><h2 id=\"id_1587730322\">In Conclusion</h2><p>While risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Be Greedy When Others Are Fearful</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\">\nSuper Micro Computer: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-19 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128946768","content_text":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Computer's recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.Nvidia's explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.Despite risks like financial filing deadlines and margin pressure, the Company's strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.Cloud ComputingJust_SuperOn November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock's deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI's stock has risen by an impressive 47%, confirming my initial thesis.Super Micro Computer: A Calculated Risk Worth TakingSeeking Alpha (Hataf Capital)Based on Super Micro Computer's recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.The company's recent announcement of NASDAQ's extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.The investigation's scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee's finding that Ernst & Young's resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.The Special Committee's review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company's revenue recognition conclusions. This validation is crucial given SMCI's preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.Moreover, the committee's examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.Blackwell Demand Will Boost RevenueThe explosive demand for Nvidia's (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley's recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate \"several billion dollars\" in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.Blackwell's availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI's leadership in liquid-cooled server technologies. This is exemplified by XAI's unveiling of the world's most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI's advanced liquid cooled systems.SMCI's deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia's GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.In particular, SMCI's collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI's technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.Given Nvidia's visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.SMCI Is Still Severely UndervaluedThe company's current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.SMCI Valuation MetricsSASMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company's extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn't a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.SMCI Growth MetricsSAThe valuation disconnect becomes particularly evident when you look at SMCI's enterprise value metrics. The company's forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI's EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company's ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector's valuation multiples suggests a significant market mispricing.Looking at asset efficiency metrics, SMCI's asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company's strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.This leads me to conclude that SMCI's current market price reflects lingering concerns about regulatory issues rather than the company's fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee's findings and NASDAQ's filing extension, I believe the stage is set for a significant valuation re-rating.What Could Go Wrong?The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee's findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don't consider that to be a likely scenario, but it is possible and represents a worst-case scenario.There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI's strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell's improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI's market share and margins.The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.In ConclusionWhile risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383168073809920,"gmtCreate":1734575243166,"gmtModify":1734575247162,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs","listText":"Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs","text":"Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383168073809920","repostId":"2492716533","repostType":2,"repost":{"id":"2492716533","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1734573948,"share":"https://ttm.financial/m/news/2492716533?lang=&edition=fundamental","pubTime":"2024-12-19 10:05","market":"us","language":"en","title":"Bitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That","url":"https://stock-news.laohu8.com/highlight/detail?id=2492716533","media":"Reuters","summary":"NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin.\"We're not allowed to ","content":"<html><head></head><body><p>NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin. </p><p>BTC slumped 5.2% to $99,691.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b76785d72c68969ff8981e346c97f05\" tg-width=\"1164\" tg-height=\"1995\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e0e31efd24ee6d9cd1d8de3c245d2e7\" title=\"\" tg-width=\"282\" tg-height=\"710\"/></p><p>&#34;We&#39;re not allowed to own bitcoin,&#34; Powell said at a press conference following the Fed&#39;s latest two-day policy meeting, in which policymakers cut rates as expected while signaling a less certain path for monetary policy in the months ahead. </p><p>In terms of the legal issues around holding bitcoin, &#34;that&#39;s the kind of thing for Congress to consider, but we are not looking for a law change at the Fed,&#34; Powell said. </p><p>The Fed chief was addressing the prospect of central bank involvement in the idea of the government building a so-called Strategic Bitcoin Reserve once President-elect Donald Trump takes office. </p><p>Powell&#39;s comments dented the value of bitcoin, which has rallied sharply along with other crypto assets since Trump&#39;s victory in the Nov. 5 election on the prospect of a more hands-off government approach to a class of assets that rarely functions as actual money, but is instead largely used as a vehicle for speculation.</p><p>Trump has suggested he will create a U.S. bitcoin strategic reserve. But the incoming president has not provided details on what such a reserve would entail, beyond saying its initial holdings could include bitcoin seized from criminals, a stockpile of about 200,000 tokens worth about $21 billion at current prices.</p><p>Bitcoin has more than doubled this year to more than $100,000 on optimism over Trump&#39;s pro-crypto stance. The asset has proven volatile in its 15 years of existence, which analysts say reduces its utility as a store of value or a unit of exchange, key attributes of a reserve currency.</p><p>Republican Senator Cynthia Lummis has introduced a bill to create such a reserve, under which the U.S. Treasury would buy 200,000 bitcoins annually until the stockpile reaches one million tokens. The purchases would be funded by Fed bank deposits and gold holdings.</p><p>Funding a strategic bitcoin reserve would likely require the approval of Congress and the issuance of new Treasury debt, according to an analysis published this week by Barclays. Given the likely ways such a reserve could be created, &#34;we suspect such a plan would face stiff resistance from the Fed,&#34; Barclays analysts said.</p><p>More broadly, Fed officials have been skeptical of securities like bitcoin as they have also backed away from their own efforts to create a fully digital dollar in favor of allowing the private sector to innovate payments technologies.</p><p>The Fed&#39;s main role regarding cryptocurrencies appears to center on how those assets might affect consumer and banking sector safety.</p><p>&#34;We regulate and supervise banks and we would want the interaction between the crypto business and the banks ... not to threaten the health and well-being of the banks,&#34; Powell said on Dec. 4. But he also noted at that time that when it comes to crypto assets, &#34;we don&#39;t regulate it directly.&#34;</p><p>Trump plans to appoint former <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> executive David Sacks to the newly-created position of White House AI and Crypto Czar, and pro-crypto consultant Paul Atkins to lead the Securities and Exchange Commission.</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>Bitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That</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\">\nBitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-19 10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin. </p><p>BTC slumped 5.2% to $99,691.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b76785d72c68969ff8981e346c97f05\" tg-width=\"1164\" tg-height=\"1995\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e0e31efd24ee6d9cd1d8de3c245d2e7\" title=\"\" tg-width=\"282\" tg-height=\"710\"/></p><p>&#34;We&#39;re not allowed to own bitcoin,&#34; Powell said at a press conference following the Fed&#39;s latest two-day policy meeting, in which policymakers cut rates as expected while signaling a less certain path for monetary policy in the months ahead. </p><p>In terms of the legal issues around holding bitcoin, &#34;that&#39;s the kind of thing for Congress to consider, but we are not looking for a law change at the Fed,&#34; Powell said. </p><p>The Fed chief was addressing the prospect of central bank involvement in the idea of the government building a so-called Strategic Bitcoin Reserve once President-elect Donald Trump takes office. </p><p>Powell&#39;s comments dented the value of bitcoin, which has rallied sharply along with other crypto assets since Trump&#39;s victory in the Nov. 5 election on the prospect of a more hands-off government approach to a class of assets that rarely functions as actual money, but is instead largely used as a vehicle for speculation.</p><p>Trump has suggested he will create a U.S. bitcoin strategic reserve. But the incoming president has not provided details on what such a reserve would entail, beyond saying its initial holdings could include bitcoin seized from criminals, a stockpile of about 200,000 tokens worth about $21 billion at current prices.</p><p>Bitcoin has more than doubled this year to more than $100,000 on optimism over Trump&#39;s pro-crypto stance. The asset has proven volatile in its 15 years of existence, which analysts say reduces its utility as a store of value or a unit of exchange, key attributes of a reserve currency.</p><p>Republican Senator Cynthia Lummis has introduced a bill to create such a reserve, under which the U.S. Treasury would buy 200,000 bitcoins annually until the stockpile reaches one million tokens. The purchases would be funded by Fed bank deposits and gold holdings.</p><p>Funding a strategic bitcoin reserve would likely require the approval of Congress and the issuance of new Treasury debt, according to an analysis published this week by Barclays. Given the likely ways such a reserve could be created, &#34;we suspect such a plan would face stiff resistance from the Fed,&#34; Barclays analysts said.</p><p>More broadly, Fed officials have been skeptical of securities like bitcoin as they have also backed away from their own efforts to create a fully digital dollar in favor of allowing the private sector to innovate payments technologies.</p><p>The Fed&#39;s main role regarding cryptocurrencies appears to center on how those assets might affect consumer and banking sector safety.</p><p>&#34;We regulate and supervise banks and we would want the interaction between the crypto business and the banks ... not to threaten the health and well-being of the banks,&#34; Powell said on Dec. 4. But he also noted at that time that when it comes to crypto assets, &#34;we don&#39;t regulate it directly.&#34;</p><p>Trump plans to appoint former <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> executive David Sacks to the newly-created position of White House AI and Crypto Czar, and pro-crypto consultant Paul Atkins to lead the Securities and Exchange Commission.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","BK4585":"ETF&股票定投概念","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","BK4096":"电气部件与设备","BK4588":"碎股","MSTR":"MicroStrategy"},"source_url":"https://www.channelnewsasia.com/business/powell-says-fed-cannot-hold-bitcoin-not-seeking-change-4815206","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492716533","content_text":"NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin. BTC slumped 5.2% to $99,691.\"We're not allowed to own bitcoin,\" Powell said at a press conference following the Fed's latest two-day policy meeting, in which policymakers cut rates as expected while signaling a less certain path for monetary policy in the months ahead. In terms of the legal issues around holding bitcoin, \"that's the kind of thing for Congress to consider, but we are not looking for a law change at the Fed,\" Powell said. The Fed chief was addressing the prospect of central bank involvement in the idea of the government building a so-called Strategic Bitcoin Reserve once President-elect Donald Trump takes office. Powell's comments dented the value of bitcoin, which has rallied sharply along with other crypto assets since Trump's victory in the Nov. 5 election on the prospect of a more hands-off government approach to a class of assets that rarely functions as actual money, but is instead largely used as a vehicle for speculation.Trump has suggested he will create a U.S. bitcoin strategic reserve. But the incoming president has not provided details on what such a reserve would entail, beyond saying its initial holdings could include bitcoin seized from criminals, a stockpile of about 200,000 tokens worth about $21 billion at current prices.Bitcoin has more than doubled this year to more than $100,000 on optimism over Trump's pro-crypto stance. The asset has proven volatile in its 15 years of existence, which analysts say reduces its utility as a store of value or a unit of exchange, key attributes of a reserve currency.Republican Senator Cynthia Lummis has introduced a bill to create such a reserve, under which the U.S. Treasury would buy 200,000 bitcoins annually until the stockpile reaches one million tokens. The purchases would be funded by Fed bank deposits and gold holdings.Funding a strategic bitcoin reserve would likely require the approval of Congress and the issuance of new Treasury debt, according to an analysis published this week by Barclays. Given the likely ways such a reserve could be created, \"we suspect such a plan would face stiff resistance from the Fed,\" Barclays analysts said.More broadly, Fed officials have been skeptical of securities like bitcoin as they have also backed away from their own efforts to create a fully digital dollar in favor of allowing the private sector to innovate payments technologies.The Fed's main role regarding cryptocurrencies appears to center on how those assets might affect consumer and banking sector safety.\"We regulate and supervise banks and we would want the interaction between the crypto business and the banks ... not to threaten the health and well-being of the banks,\" Powell said on Dec. 4. But he also noted at that time that when it comes to crypto assets, \"we don't regulate it directly.\"Trump plans to appoint former PayPal executive David Sacks to the newly-created position of White House AI and Crypto Czar, and pro-crypto consultant Paul Atkins to lead the Securities and Exchange Commission.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382949837926920,"gmtCreate":1734536196066,"gmtModify":1734536200818,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"9% and up today. Fingers crossed for consistency. Daily!","listText":"9% and up today. Fingers crossed for consistency. Daily!","text":"9% and up today. Fingers crossed for consistency. Daily!","images":[{"img":"https://community-static.tradeup.com/news/b72340897aeaf9aff901ff77b2227b0b","width":"1176","height":"2220"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382949837926920","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344726964875392,"gmtCreate":1725154631804,"gmtModify":1725154635565,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Give it a good short then","listText":"Give it a good short then","text":"Give it a good short then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344726964875392","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343915062923384,"gmtCreate":1724993229014,"gmtModify":1724993232822,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Could be a Wyckoff pattern... and there's a recession still looming","listText":"Could be a Wyckoff pattern... and there's a recession still looming","text":"Could be a Wyckoff pattern... and there's a recession still looming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343915062923384","repostId":"2463239612","repostType":2,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338042554937424,"gmtCreate":1723530450235,"gmtModify":1723530453785,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm long term bullish on tsla so these are just hiccups along the way to the mars","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm long term bullish on tsla so these are just hiccups along the way to the mars","text":"$Tesla Motors(TSLA)$ I'm long term bullish on tsla so these are just hiccups along the way to the mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338042554937424","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333285142913096,"gmtCreate":1722396473262,"gmtModify":1722396476862,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Surprised that they are not insured","listText":"Surprised that they are not insured","text":"Surprised that they are not insured","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333285142913096","repostId":"2455954703","repostType":2,"repost":{"id":"2455954703","kind":"highlight","pubTimestamp":1722392273,"share":"https://ttm.financial/m/news/2455954703?lang=&edition=fundamental","pubTime":"2024-07-31 10:17","market":"us","language":"en","title":"Why CrowdStrike Stock Continues to Drop 9.7% on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2455954703","media":"Motley Fool","summary":"How much is its mistake going to cost before all is said and done?","content":"<html><head></head><body><ul style=\"\"><li><p>Delta just hired an attorney and could be looking for CrowdStrike to compensate it for the problems caused by its software mistake.</p></li><li><p>Delta is just one of many businesses that could be looking to get money from CrowdStrike.</p></li></ul><p>Shares of cybersecurity company <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> continue to drop on Tuesday after its major software update problem of more than a week ago. The stock was already down more than 30% from recent highs, and investors might have thought that the worst was over once the problem had been corrected. But today, Delta Air Lines is reminding investors that this ordeal is far from over, which is why CrowdStrike stock was down 9.7% on Tuesday.</p><h2 id=\"id_2205738097\">Who is going to pay Delta&#39;s bill?</h2><p>On July 19, CrowdStrike updated its software. But the update had a defect, which knocked out Microsoft&#39;s Windows operating system for businesses around the world. Major airlines were among those with systems that went down, causing widespread travel delays. And now, Delta may be looking for compensation.</p><p>According to CNBC, Delta just hired prominent attorney David Boies, which suggests that it may be considering a lawsuit against CrowdStrike. The cost of the outage for Delta alone is estimated to be up to $500 million.</p><h2 id=\"id_1023782567\">What can investors expect?</h2><p>There are legitimate reasons for investors to be concerned about future growth for CrowdStrike. While business has been booming, the company may have suffered some reputational damage because of its misstep, which may keep some customers from signing new contracts in the near term.</p><p>Even if CrowdStrike&#39;s revenue doesn&#39;t take a hit from this, this news from Delta is a reminder that its cash position could be hurt. A court could rule that it&#39;s on the hook for Delta&#39;s expenses. And that&#39;s just one airline. The company could be facing similar litigation from the other major airlines that went down during the ordeal.</p><p>With roughly $3 billion in net cash as of the latest quarter, CrowdStrike is in a strong financial position to overcome its costly error. That&#39;s good. But if it has to compensate all the businesses that went down in the Windows outage, it will undeniably hit shareholder value, which is why CrowdStrike stock is still falling today.</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>Why CrowdStrike Stock Continues to Drop 9.7% on Tuesday</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\">\nWhy CrowdStrike Stock Continues to Drop 9.7% on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-31 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/07/30/why-crowdstrike-stock-continues-to-drop-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Delta just hired an attorney and could be looking for CrowdStrike to compensate it for the problems caused by its software mistake.Delta is just one of many businesses that could be looking to get ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/07/30/why-crowdstrike-stock-continues-to-drop-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4528":"SaaS概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4554":"元宇宙及AR概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4576":"AR","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4577":"网络游戏","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","CRWD":"CrowdStrike Holdings, Inc.","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4538":"云计算","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4097":"系统软件","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://www.fool.com/investing/2024/07/30/why-crowdstrike-stock-continues-to-drop-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2455954703","content_text":"Delta just hired an attorney and could be looking for CrowdStrike to compensate it for the problems caused by its software mistake.Delta is just one of many businesses that could be looking to get money from CrowdStrike.Shares of cybersecurity company CrowdStrike continue to drop on Tuesday after its major software update problem of more than a week ago. The stock was already down more than 30% from recent highs, and investors might have thought that the worst was over once the problem had been corrected. But today, Delta Air Lines is reminding investors that this ordeal is far from over, which is why CrowdStrike stock was down 9.7% on Tuesday.Who is going to pay Delta's bill?On July 19, CrowdStrike updated its software. But the update had a defect, which knocked out Microsoft's Windows operating system for businesses around the world. Major airlines were among those with systems that went down, causing widespread travel delays. And now, Delta may be looking for compensation.According to CNBC, Delta just hired prominent attorney David Boies, which suggests that it may be considering a lawsuit against CrowdStrike. The cost of the outage for Delta alone is estimated to be up to $500 million.What can investors expect?There are legitimate reasons for investors to be concerned about future growth for CrowdStrike. While business has been booming, the company may have suffered some reputational damage because of its misstep, which may keep some customers from signing new contracts in the near term.Even if CrowdStrike's revenue doesn't take a hit from this, this news from Delta is a reminder that its cash position could be hurt. A court could rule that it's on the hook for Delta's expenses. And that's just one airline. The company could be facing similar litigation from the other major airlines that went down during the ordeal.With roughly $3 billion in net cash as of the latest quarter, CrowdStrike is in a strong financial position to overcome its costly error. That's good. But if it has to compensate all the businesses that went down in the Windows outage, it will undeniably hit shareholder value, which is why CrowdStrike stock is still falling today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330913082413216,"gmtCreate":1721796911386,"gmtModify":1721796920100,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"We are the moon crew. Let's make history.&nbsp;","listText":"We are the moon crew. Let's make history.&nbsp;","text":"We are the moon crew. Let's make history.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330913082413216","repostId":"2453001385","repostType":2,"repost":{"id":"2453001385","kind":"highlight","pubTimestamp":1721791670,"share":"https://ttm.financial/m/news/2453001385?lang=&edition=fundamental","pubTime":"2024-07-24 11:27","market":"us","language":"en","title":"Nvidia Stock Has Pulled Back over 10%. Here's What History Says Could Happen Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2453001385","media":"MotleyFool","summary":"Investors shouldn't automatically conclude that history will repeat itself. Just because Nvidia has come back from big pullbacks in the past doesn't mean that it will necessarily do so again. Could this time be different for Nvidia?","content":"<html><head></head><body><p>Anyone who thought <strong>Nvidia Corp</strong> (NASDAQ: NVDA)&#39;s sizzling momentum would go on forever without a hitch should now know better. A hitch has unquestionably arrived.</p><p>Sure, the high-flying artificial intelligence (AI) stock is still up close to 140% year to date. However, Nvidia stock has pulled back over 10%. Here&#39;s what history says could happen next.</p><h2 id=\"id_454109867\">A track record of pullbacks and rebounds</h2><p>Nvidia has fallen by double-digit percentages from its high plenty of times since its stock began trading publicly in 1999. The first one came only days after its initial public offering. However, within a few weeks, Nvidia shrugged off the temporary setback and marched to a new high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e433ef21fe232d2dbdb21a6b4ae82cf\" tg-width=\"608\" tg-height=\"373\"/></p><p>NVDA DATA BY YCHARTS</p><p>Several other pullbacks of 10% or more occurred during Nvidia&#39;s first year on the market. In each case, the stock bounced back. However, Nvidia&#39;s sell-offs weren&#39;t always short-lived. Between late 2001 and October 2002, shares of the graphics processing unit (GPU) maker plunged nearly 90%. Nvidia didn&#39;t climb back to its previous high until December 2006.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2c053db6aa8c0bf8bae72f927b1d1bb\" tg-width=\"610\" tg-height=\"373\"/></p><p>NVDA DATA BY YCHARTS</p><p>And that wasn&#39;t Nvidia&#39;s longest trough. The stock market sell-off that began in late 2007 sparked another huge sell-off of Nvidia. Although the worst was over by the latter part of 2008, it took the stock over eight years — until May 2016 — to recover.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63aaac8c8e618b5d99fe8c224d539978\" tg-width=\"605\" tg-height=\"373\"/></p><p>NVDA DATA BY YCHARTS</p><p>However, Nvidia always eventually bounced back after a major decline. Given enough time, the stock has a 100% rebound rate historically.</p><h2 id=\"id_1257794561\">Is this time different for Nvidia?</h2><p>Investors shouldn&#39;t automatically conclude that history will repeat itself. Just because Nvidia has come back from big pullbacks in the past doesn&#39;t mean that it will necessarily do so again. Could this time be different for Nvidia?</p><p>Nvidia has never had a market cap of over $3 trillion before a double-digit percentage sell-off until now. The company is clearly at a different stage than it&#39;s ever been. Some could argue that Nvidia&#39;s valuation makes things different now than in the past.</p><p>I question that premise, though. Based on several valuation metrics (including price-to-earnings ratio and price-to-free-cash-flow), Nvidia isn&#39;t as expensive as it&#39;s been at other times in its history.</p><p>The factors that contributed to Nvidia&#39;s lengthy downturns in the past aren&#39;t problems today, either. While many tech stocks trade at a premium, valuations aren&#39;t at the excessive levels seen in the dot-com boom. There is no financial crisis like we saw in 2007 through 2009. Overall, the macroeconomic conditions are pretty good for Nvidia right now.</p><p>Nvidia&#39;s current double-digit decline is mainly due to concerns about China. Bloomberg reported last week that the Biden administration could further restrict exports of chipmaking equipment to China. Although the development is concerning for Nvidia, it don&#39;t rise to the level of the issues that have caused extended declines for the stock in the past.</p><h2 id=\"id_112821422\">Look to Nvidia&#39;s future instead of its past</h2><p>I think that history is on the side of a relatively quick rebound for Nvidia. But I&#39;d also argue that investors should look to the company&#39;s future instead of its past. Nvidia&#39;s share price won&#39;t bounce back because it&#39;s always done so. It will bounce back if investors are convinced that growth prospects present a compelling case for buying the stock.</p><p>On that front, there&#39;s reason to be optimistic. Nvidia will soon launch new chips based on its Blackwell architecture. CEO Jensen Huang believes Blackwell will be the company&#39;s &#34;most successful product&#34; in its history. If he&#39;s right, the current pullback presents a great buying opportunity.</p><p></p></body></html>","source":"motleyfoolau_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>Nvidia Stock Has Pulled Back over 10%. Here's What History Says Could Happen Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Has Pulled Back over 10%. Here's What History Says Could Happen Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/07/24/nvidia-stock-has-pulled-back-over-10-heres-what-history-says-could-happen-next-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anyone who thought Nvidia Corp (NASDAQ: NVDA)'s sizzling momentum would go on forever without a hitch should now know better. A hitch has unquestionably arrived.Sure, the high-flying artificial ...</p>\n\n<a href=\"https://www.fool.com.au/2024/07/24/nvidia-stock-has-pulled-back-over-10-heres-what-history-says-could-happen-next-usfeed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com.au/2024/07/24/nvidia-stock-has-pulled-back-over-10-heres-what-history-says-could-happen-next-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453001385","content_text":"Anyone who thought Nvidia Corp (NASDAQ: NVDA)'s sizzling momentum would go on forever without a hitch should now know better. A hitch has unquestionably arrived.Sure, the high-flying artificial intelligence (AI) stock is still up close to 140% year to date. However, Nvidia stock has pulled back over 10%. Here's what history says could happen next.A track record of pullbacks and reboundsNvidia has fallen by double-digit percentages from its high plenty of times since its stock began trading publicly in 1999. The first one came only days after its initial public offering. However, within a few weeks, Nvidia shrugged off the temporary setback and marched to a new high.NVDA DATA BY YCHARTSSeveral other pullbacks of 10% or more occurred during Nvidia's first year on the market. In each case, the stock bounced back. However, Nvidia's sell-offs weren't always short-lived. Between late 2001 and October 2002, shares of the graphics processing unit (GPU) maker plunged nearly 90%. Nvidia didn't climb back to its previous high until December 2006.NVDA DATA BY YCHARTSAnd that wasn't Nvidia's longest trough. The stock market sell-off that began in late 2007 sparked another huge sell-off of Nvidia. Although the worst was over by the latter part of 2008, it took the stock over eight years — until May 2016 — to recover.NVDA DATA BY YCHARTSHowever, Nvidia always eventually bounced back after a major decline. Given enough time, the stock has a 100% rebound rate historically.Is this time different for Nvidia?Investors shouldn't automatically conclude that history will repeat itself. Just because Nvidia has come back from big pullbacks in the past doesn't mean that it will necessarily do so again. Could this time be different for Nvidia?Nvidia has never had a market cap of over $3 trillion before a double-digit percentage sell-off until now. The company is clearly at a different stage than it's ever been. Some could argue that Nvidia's valuation makes things different now than in the past.I question that premise, though. Based on several valuation metrics (including price-to-earnings ratio and price-to-free-cash-flow), Nvidia isn't as expensive as it's been at other times in its history.The factors that contributed to Nvidia's lengthy downturns in the past aren't problems today, either. While many tech stocks trade at a premium, valuations aren't at the excessive levels seen in the dot-com boom. There is no financial crisis like we saw in 2007 through 2009. Overall, the macroeconomic conditions are pretty good for Nvidia right now.Nvidia's current double-digit decline is mainly due to concerns about China. Bloomberg reported last week that the Biden administration could further restrict exports of chipmaking equipment to China. Although the development is concerning for Nvidia, it don't rise to the level of the issues that have caused extended declines for the stock in the past.Look to Nvidia's future instead of its pastI think that history is on the side of a relatively quick rebound for Nvidia. But I'd also argue that investors should look to the company's future instead of its past. Nvidia's share price won't bounce back because it's always done so. It will bounce back if investors are convinced that growth prospects present a compelling case for buying the stock.On that front, there's reason to be optimistic. Nvidia will soon launch new chips based on its Blackwell architecture. CEO Jensen Huang believes Blackwell will be the company's \"most successful product\" in its history. If he's right, the current pullback presents a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327898424643688,"gmtCreate":1721085361229,"gmtModify":1721093699964,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a> is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a> is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme","text":"$Trump Media & Technology(DJT)$ is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327898424643688","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325496822866048,"gmtCreate":1720496371411,"gmtModify":1720498893349,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Goddamn blood suckers","listText":"Goddamn blood suckers","text":"Goddamn blood suckers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325496822866048","repostId":"1146679862","repostType":2,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324867030265928,"gmtCreate":1720342306892,"gmtModify":1720344902871,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Awesome strategy, going to watch your tutorial","listText":"Awesome strategy, going to watch your tutorial","text":"Awesome strategy, going to watch your tutorial","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324867030265928","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":229556730552632,"gmtCreate":1697071344377,"gmtModify":1697071344417,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$FTSE China Bear 3X Shares(YANG)$ &nbsp;</a>is the dip due to announcements of gov aids? How long will it prop up? Buy the dip?","listText":"<a href=\"https://laohu8.com/S/YANG\">$FTSE China Bear 3X Shares(YANG)$ &nbsp;</a>is the dip due to announcements of gov aids? How long will it prop up? Buy the dip?","text":"$FTSE China Bear 3X Shares(YANG)$ is the dip due to announcements of gov aids? How long will it prop up? Buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/229556730552632","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4157928100744072","authorId":"4157928100744072","name":"江城剑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4157928100744072","authorIdStr":"4157928100744072"},"content":"Laughing me to death, I bought both three times long and short, and the results all fell [laughing and crying]","text":"Laughing me to death, I bought both three times long and short, and the results all fell [laughing and crying]","html":"Laughing me to death, I bought both three times long and short, and the results all fell [laughing and crying]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390503010820504,"gmtCreate":1736382948574,"gmtModify":1736389288856,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Jensen Huang is just stirring&nbsp; sheet to smokescreen the lack of good news. Wipe a few billions of his face last two days no thanks to him.&nbsp;","listText":"Jensen Huang is just stirring&nbsp; sheet to smokescreen the lack of good news. Wipe a few billions of his face last two days no thanks to him.&nbsp;","text":"Jensen Huang is just stirring sheet to smokescreen the lack of good news. Wipe a few billions of his face last two days no thanks to him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390503010820504","repostId":"2502600701","repostType":2,"repost":{"id":"2502600701","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736382511,"share":"https://ttm.financial/m/news/2502600701?lang=&edition=fundamental","pubTime":"2025-01-09 08:28","market":"us","language":"en","title":"D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments","url":"https://stock-news.laohu8.com/highlight/detail?id=2502600701","media":"Tiger Newspress","summary":"$D-Wave Quantum$ CEO Alan Baratz says $Nvidia$ CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard  today, “not 30 years from now, today.”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></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>D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments</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\">\nD-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-09 08:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IONQ":"IONQ Inc.","LAES":"SEALSQ Corp","QMCO":"昆腾","RGTI":"Rigetti Computing","QUBT":"Quantum Computing Inc.","QBTS":"D-Wave Quantum Inc."},"source_url":"https://www.tipranks.com/news/the-fly/d-wave-quantum-ceo-says-nvidia-ceo-dead-wrong-with-quantum-comments?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2502600701","content_text":"D-Wave Quantum CEO Alan Baratz says Nvidia CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”Quantum shares rebounded in after-hours trading.  SEALSQ Corp rose 16% after sinking 26% in prior session.  Quantum Corp rose 7%;  IONQ Inc. rose 5.7%;  Quantum Computing Inc.,  D-Wave Quantum Inc. rose over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387500015927464,"gmtCreate":1735634939698,"gmtModify":1735636106147,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh","listText":"He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh","text":"He can say whatever he wants but we know the monkey business they do. How can you trust a gov that usurp all the biggest entrepreneurs and companies up and that's business as usual? Nahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/387500015927464","repostId":"1177758058","repostType":4,"repost":{"id":"1177758058","kind":"news","pubTimestamp":1735627200,"share":"https://ttm.financial/m/news/1177758058?lang=&edition=fundamental","pubTime":"2024-12-31 14:40","market":"us","language":"en","title":"Xi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177758058","media":"Bloomberg","summary":"China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official target.China’s economy was “overall stable and progressing amid stability,” Xi said in a speech published Tuesday by the official Xinhua News Agency. Risks in key areas were effectively addressed, while employment and prices remained steady, he said.Xi reiterated a call to adopt more proactive macroecono","content":"<html><head></head><body><p>China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official target.</p><p style=\"text-align: start;\">China’s economy was “overall stable and progressing amid stability,” Xi said in a speech published Tuesday by the official Xinhua News Agency. Risks in key areas were effectively addressed, while employment and prices remained steady, he said.</p><p style=\"text-align: start;\">Xi reiterated a call to adopt more proactive macroeconomic policies to aid the economy’s continued recovery, during remarks made at a new year event held by the nation’s top political advisory body.</p><p>The growth rate telegraphed by Xi is in line with market expectations. Economists surveyed by Bloomberg forecast the economy to expand 4.8% this year, after policymakers rolled out a slew of stimulus steps since late September.</p><p style=\"text-align: start;\">China is expected to set a 2025 growth target roughly similar to this year’s, as top leaders signaled earlier this month they’re willing to embrace more forceful stimulus measures. That would help the economy counter any impact from potential increases in US tariffs.</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>Xi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%</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\">\nXi Says China’s 2024 GDP Growth Set to Hit Target of Around 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-31 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-31/xi-says-china-s-2024-gdp-growth-expected-to-be-around-5?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-31/xi-says-china-s-2024-gdp-growth-expected-to-be-around-5?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":{"YINN":"三倍做多富时中国ETF-Direxion","HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-31/xi-says-china-s-2024-gdp-growth-expected-to-be-around-5?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177758058","content_text":"China’s gross domestic product is expected to expand around 5% for the full year of 2024, President Xi Jinping said, signaling the world’s second-largest economy is on track to meet its official target.China’s economy was “overall stable and progressing amid stability,” Xi said in a speech published Tuesday by the official Xinhua News Agency. Risks in key areas were effectively addressed, while employment and prices remained steady, he said.Xi reiterated a call to adopt more proactive macroeconomic policies to aid the economy’s continued recovery, during remarks made at a new year event held by the nation’s top political advisory body.The growth rate telegraphed by Xi is in line with market expectations. Economists surveyed by Bloomberg forecast the economy to expand 4.8% this year, after policymakers rolled out a slew of stimulus steps since late September.China is expected to set a 2025 growth target roughly similar to this year’s, as top leaders signaled earlier this month they’re willing to embrace more forceful stimulus measures. That would help the economy counter any impact from potential increases in US tariffs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388036194894144,"gmtCreate":1735776907088,"gmtModify":1735776911212,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"This is what happens when you take out Jack","listText":"This is what happens when you take out Jack","text":"This is what happens when you take out Jack","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388036194894144","repostId":"1178579114","repostType":2,"repost":{"id":"1178579114","kind":"news","pubTimestamp":1735731207,"share":"https://ttm.financial/m/news/1178579114?lang=&edition=fundamental","pubTime":"2025-01-01 19:33","market":"us","language":"en","title":"Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1178579114","media":"Bloomberg","summary":"Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba unloading physical assets to focus on online business</p></li><li><p>Sun Art had attracted interest from other private equity firms</p></li></ul><p>Alibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group Ltd. to private equity firm DCP Capital, unloading another high-profile physical commerce asset to focus on its core online business.</p><p>China’s e-commerce pioneer said it could receive gross proceeds of up to HK$12.3 billion ($1.6 billion) from selling its more than 70% holding in the chain of Costco-like hypermart stores. That’s significantly less than the $3.6 billion Alibaba paid just to double its stake in Sun Art in 2020. Sun Art is today worth around $3 billion overall, despite growing its market value more than 80% in the past 12 months.</p><p>The sale accelerates Alibaba’s retreat from physical retail, an initiative spearheaded years ago by previous CEO Daniel Zhang. Once a dominant player across Chinese commerce, intensifying competition from PDD Holdings Inc. and ByteDance Ltd. have forced Alibaba back to its roots as an online commerce platform.</p><p>Under new chief Eddie Wu, Alibaba is focusing investment on areas it considers more promising, from the cloud to online marketplaces. It’s also ramping up abroad, for instance by creating a joint venture to speed up a Korean expansion. Alibaba is now integrating its domestic and international ecommerce operations under the leadership of fast-rising executive Jiang Fan, while steadily selling off holdings it doesn’t consider essential.</p><p>Alibaba had been considering selling its controlling stake in Sun Art, which had attracted suitors such as DCP Capital and Hillhouse Investment, Bloomberg News reported in September.</p><p>The sale “is considered to be a good opportunity for Alibaba Group to monetize its non-core assets and to utilize such proceeds to better focus on the development of its core businesses and enhance its shareholder return,” the company said in a statement Wednesday.</p><blockquote><h3 id=\"id_405778924\">What Bloomberg Intelligence Says</h3><p>Alibaba’s loss-making sale of its Intime department-store chain reflects its determination to focus on technology-driven internet platforms, AI and global e-commerce in 2025. The $1 billion of sale proceeds, which will result in a $1.3 billion loss to the tech firm, can fund share buybacks and dividends next year. As of Dec. 16, Alibaba remained in negotiations to sell its 78.7% stake in Sun Art grocer.</p><p>- Catherine Lim and Trini Tan, analysts</p></blockquote><p>Just last month, Alibaba agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion, incurring a loss of about 9.3 billion yuan ($1.3 billion) on its initial investment.</p><p>Electronics retailer Suning.com Co. was another of several major brick-and-mortar acquisitions that Zhang orchestrated.</p><p>Sun Art runs hundreds of hypermarkets across China under brands including RT-Mart. It also has a distribution and storage network that supplement Alibaba’s own efforts in fresh produce.</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>Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion</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\">\nAlibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-01 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?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":{"BABA":"阿里巴巴","06808":"高鑫零售","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178579114","content_text":"Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group Ltd. to private equity firm DCP Capital, unloading another high-profile physical commerce asset to focus on its core online business.China’s e-commerce pioneer said it could receive gross proceeds of up to HK$12.3 billion ($1.6 billion) from selling its more than 70% holding in the chain of Costco-like hypermart stores. That’s significantly less than the $3.6 billion Alibaba paid just to double its stake in Sun Art in 2020. Sun Art is today worth around $3 billion overall, despite growing its market value more than 80% in the past 12 months.The sale accelerates Alibaba’s retreat from physical retail, an initiative spearheaded years ago by previous CEO Daniel Zhang. Once a dominant player across Chinese commerce, intensifying competition from PDD Holdings Inc. and ByteDance Ltd. have forced Alibaba back to its roots as an online commerce platform.Under new chief Eddie Wu, Alibaba is focusing investment on areas it considers more promising, from the cloud to online marketplaces. It’s also ramping up abroad, for instance by creating a joint venture to speed up a Korean expansion. Alibaba is now integrating its domestic and international ecommerce operations under the leadership of fast-rising executive Jiang Fan, while steadily selling off holdings it doesn’t consider essential.Alibaba had been considering selling its controlling stake in Sun Art, which had attracted suitors such as DCP Capital and Hillhouse Investment, Bloomberg News reported in September.The sale “is considered to be a good opportunity for Alibaba Group to monetize its non-core assets and to utilize such proceeds to better focus on the development of its core businesses and enhance its shareholder return,” the company said in a statement Wednesday.What Bloomberg Intelligence SaysAlibaba’s loss-making sale of its Intime department-store chain reflects its determination to focus on technology-driven internet platforms, AI and global e-commerce in 2025. The $1 billion of sale proceeds, which will result in a $1.3 billion loss to the tech firm, can fund share buybacks and dividends next year. As of Dec. 16, Alibaba remained in negotiations to sell its 78.7% stake in Sun Art grocer.- Catherine Lim and Trini Tan, analystsJust last month, Alibaba agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion, incurring a loss of about 9.3 billion yuan ($1.3 billion) on its initial investment.Electronics retailer Suning.com Co. was another of several major brick-and-mortar acquisitions that Zhang orchestrated.Sun Art runs hundreds of hypermarkets across China under brands including RT-Mart. It also has a distribution and storage network that supplement Alibaba’s own efforts in fresh produce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387431361216944,"gmtCreate":1735618182491,"gmtModify":1735618186223,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Well, it's alright since there's so many bubbles to short","listText":"Well, it's alright since there's so many bubbles to short","text":"Well, it's alright since there's so many bubbles to short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387431361216944","repostId":"2495857165","repostType":2,"repost":{"id":"2495857165","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1735610400,"share":"https://ttm.financial/m/news/2495857165?lang=&edition=fundamental","pubTime":"2024-12-31 10:00","market":"us","language":"en","title":"Stocks Are Skipping the \"Santa Claus Rally\" Again This Year. That Doesn’t Bode Well for January","url":"https://stock-news.laohu8.com/highlight/detail?id=2495857165","media":"Dow Jones","summary":"The S&P 500 is heading for a loss during the typically bullish stretch for the second year in a rowInvestors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for","content":"<html><head></head><body><p>The S&amp;P 500 is heading for a loss during the typically bullish stretch for the second year in a row</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e0a3f789e0c9cbd73e24f8f90926167\" alt=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" title=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" tg-width=\"923\" tg-height=\"533\"/><span>Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.</span></p><p>Santa Claus is leaving investors in the lurch once again in 2024 as U.S. stocks have struggled during the typically bullish home stretch of the year.</p><p style=\"text-align: start;\">Every year, investors look forward to the “Santa Claus rally,” a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&amp;P 500 has gained, on average, 1.3% during this stretch, while finishing higher nearly 80% of the time, according to Dow Jones Market Data.</p><p>But in 2024, investors look set to be disappointed for the second year in a row. As of Monday’s close, the S&amp;P 500 has fallen 1.1% since the Santa rally period began on Christmas Eve, Dow Jones data show.</p><p>As a result, the index is on track for its worst performance during the typically bullish seasonal window since the period that straddled the end of 2015 and beginning of 2016, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Back-to-back declines during this stretch are pretty rare, historically speaking; this would be the first since the 2014-2015 and 2015-2016 periods. Prior to that, it only happened one other time going back to 1950, per Dow Jones data.</p><p style=\"text-align: start;\">The weak start to the Santa rally period, coupled with a handful of other developments, has prompted some analysts to warn that stocks could continue to struggle into January.</p><p style=\"text-align: start;\">Weakness hasn’t been confined to the S&amp;P 500. In fact, for the Nasdaq Composite, the situation has been even more dire. The tech-heavy index is on track to decline for its fourth consecutive Santa Claus rally period — what would be its longest such streak on record.</p><p style=\"text-align: start;\">To be sure, both the S&amp;P 500 and Nasdaq are still sitting on massive gains for 2024. Even the Dow Jones Industrial Average has tallied a respectable calendar-year gain of 13%, according to FactSet data.</p><p style=\"text-align: start;\">However, the relative lack of market turbulence this year is all the more reason to worry that the latest wave of selling pressure could be a prelude to something bigger. Since the beginning of December, stocks of all sizes and styles have struggled, apart from shares of a few megacap companies that have increasingly dominated the market.</p><p style=\"text-align: start;\">The result has been a sharp deterioration in stock-market breadth, defined as the number of U.S.-listed stocks climbing relative to the number falling. For the S&amp;P 500, a stretch of negative breadth lasted 14 days earlier this month, the longest such streak since at least late 1999, Dow Jones data show.</p><p>Despite the weakness under the surface, gains for a handful of megacap tech stocks like Broadcom Inc. and Tesla Inc. have largely spared the S&amp;P 500 and Nasdaq from steeper declines. The Nasdaq was even clinging to a narrow month-to-date gain as of Monday’s close.</p><p style=\"text-align: start;\">But over the past few days, even these stocks have started to turn over.</p><p style=\"text-align: start;\">That the S&amp;P 500’s rebound from its sharp post-Federal-Reserve-meeting selloff has apparently stalled out doesn’t bode well for the market’s near-term outlook, according to Tom Essaye, founder and president of Sevens Report Research. He described this as a concerning technical development in a report shared with MarketWatch on Monday.</p><p style=\"text-align: start;\">Meanwhile, in a report shared with MarketWatch over the weekend, BTIG technical strategist Jonathan Krinsky pointed out that the momentum trade that had powered the market higher in 2024 has recently shown signs of rolling over, which could spell trouble during the weeks ahead.</p><p style=\"text-align: start;\">As of Friday, only 58% of S&amp;P 500 stocks were trading above their 200-day moving average, the weakest reading all year, Krinsky said. That ended a 265-trading-day streak north of 60%, the longest since late 2021.</p><p style=\"text-align: start;\">At the same time, high-beta momentum stocks — that is, the most volatile stocks — have broken their uptrend. And one popular technical signpost, the moving-average convergence-divergence indicator, issued a weekly sell signal for the S&amp;P 500 at the end of last week, its first since September.</p><p style=\"text-align: start;\">Individually, none of these indicators carries much weight. But taken together, they could signal that investors haven’t yet finished taking their chips off the table.</p><p style=\"text-align: start;\">December would be only the second month this year when the S&amp;P 500 has declined, after April. Apart from one short-lived panic in August that sent the Cboe Volatility Index (VIX) soaring to a four-year high, the market has been remarkably stable in 2024.</p><p style=\"text-align: start;\">“The fact that the rally was rejected from the prior support trendline is not great, and while there are still four days left in the [Santa Claus rally] period, we remain concerned about a bigger January decline, and perhaps so are investors given the Friday selling,” Krinsky said.</p><p style=\"text-align: start;\">Contacted by MarketWatch on Monday, Krinsky said that the ongoing weakness in the market on Monday simply underscored his point from this weekend’s note. Krinsky surmised that some of the selling pressure could be investors front-running expected profit-taking of this year’s winners come January.</p><p style=\"text-align: start;\">Many Wall Street strategists have blamed rising Treasury yields for the market’s December struggles. The yield on the 10-year Treasury note touched its highest level in more than seven months on Friday as stocks slumped.</p><p style=\"text-align: start;\">But the weakness in stocks persisted on Monday, even as yields turned lower. The S&amp;P 500 ended down 1.1% at 5,907, though it was still above its lows from earlier in the month.</p><p style=\"text-align: start;\">But the fact that the index has yet to reclaim 6,000 was making technical strategists, including Krinsky, wary. The former support level appeared to be turning into a ceiling, Krinsky noted.</p><p style=\"text-align: start;\">If that turns out to be true, it could be a while before the S&amp;P 500 marches back to record highs after tallying 57 record closes in 2024, according to Dow Jones data.</p><p style=\"text-align: start;\">The Nasdaq Composite and Dow Jones Industrial Average were also in the red Monday, although both pared their losses from earlier in the session. The Nasdaq ended down 1.2%, while the Dow was off by about 420 points, or 1%, at 42,574.</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>Stocks Are Skipping the \"Santa Claus Rally\" Again This Year. That Doesn’t Bode Well for January</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\">\nStocks Are Skipping the \"Santa Claus Rally\" Again This Year. That Doesn’t Bode Well for January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-31 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 is heading for a loss during the typically bullish stretch for the second year in a row</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e0a3f789e0c9cbd73e24f8f90926167\" alt=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" title=\"Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.\" tg-width=\"923\" tg-height=\"533\"/><span>Investors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.</span></p><p>Santa Claus is leaving investors in the lurch once again in 2024 as U.S. stocks have struggled during the typically bullish home stretch of the year.</p><p style=\"text-align: start;\">Every year, investors look forward to the “Santa Claus rally,” a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&amp;P 500 has gained, on average, 1.3% during this stretch, while finishing higher nearly 80% of the time, according to Dow Jones Market Data.</p><p>But in 2024, investors look set to be disappointed for the second year in a row. As of Monday’s close, the S&amp;P 500 has fallen 1.1% since the Santa rally period began on Christmas Eve, Dow Jones data show.</p><p>As a result, the index is on track for its worst performance during the typically bullish seasonal window since the period that straddled the end of 2015 and beginning of 2016, according to Dow Jones Market Data.</p><p style=\"text-align: start;\">Back-to-back declines during this stretch are pretty rare, historically speaking; this would be the first since the 2014-2015 and 2015-2016 periods. Prior to that, it only happened one other time going back to 1950, per Dow Jones data.</p><p style=\"text-align: start;\">The weak start to the Santa rally period, coupled with a handful of other developments, has prompted some analysts to warn that stocks could continue to struggle into January.</p><p style=\"text-align: start;\">Weakness hasn’t been confined to the S&amp;P 500. In fact, for the Nasdaq Composite, the situation has been even more dire. The tech-heavy index is on track to decline for its fourth consecutive Santa Claus rally period — what would be its longest such streak on record.</p><p style=\"text-align: start;\">To be sure, both the S&amp;P 500 and Nasdaq are still sitting on massive gains for 2024. Even the Dow Jones Industrial Average has tallied a respectable calendar-year gain of 13%, according to FactSet data.</p><p style=\"text-align: start;\">However, the relative lack of market turbulence this year is all the more reason to worry that the latest wave of selling pressure could be a prelude to something bigger. Since the beginning of December, stocks of all sizes and styles have struggled, apart from shares of a few megacap companies that have increasingly dominated the market.</p><p style=\"text-align: start;\">The result has been a sharp deterioration in stock-market breadth, defined as the number of U.S.-listed stocks climbing relative to the number falling. For the S&amp;P 500, a stretch of negative breadth lasted 14 days earlier this month, the longest such streak since at least late 1999, Dow Jones data show.</p><p>Despite the weakness under the surface, gains for a handful of megacap tech stocks like Broadcom Inc. and Tesla Inc. have largely spared the S&amp;P 500 and Nasdaq from steeper declines. The Nasdaq was even clinging to a narrow month-to-date gain as of Monday’s close.</p><p style=\"text-align: start;\">But over the past few days, even these stocks have started to turn over.</p><p style=\"text-align: start;\">That the S&amp;P 500’s rebound from its sharp post-Federal-Reserve-meeting selloff has apparently stalled out doesn’t bode well for the market’s near-term outlook, according to Tom Essaye, founder and president of Sevens Report Research. He described this as a concerning technical development in a report shared with MarketWatch on Monday.</p><p style=\"text-align: start;\">Meanwhile, in a report shared with MarketWatch over the weekend, BTIG technical strategist Jonathan Krinsky pointed out that the momentum trade that had powered the market higher in 2024 has recently shown signs of rolling over, which could spell trouble during the weeks ahead.</p><p style=\"text-align: start;\">As of Friday, only 58% of S&amp;P 500 stocks were trading above their 200-day moving average, the weakest reading all year, Krinsky said. That ended a 265-trading-day streak north of 60%, the longest since late 2021.</p><p style=\"text-align: start;\">At the same time, high-beta momentum stocks — that is, the most volatile stocks — have broken their uptrend. And one popular technical signpost, the moving-average convergence-divergence indicator, issued a weekly sell signal for the S&amp;P 500 at the end of last week, its first since September.</p><p style=\"text-align: start;\">Individually, none of these indicators carries much weight. But taken together, they could signal that investors haven’t yet finished taking their chips off the table.</p><p style=\"text-align: start;\">December would be only the second month this year when the S&amp;P 500 has declined, after April. Apart from one short-lived panic in August that sent the Cboe Volatility Index (VIX) soaring to a four-year high, the market has been remarkably stable in 2024.</p><p style=\"text-align: start;\">“The fact that the rally was rejected from the prior support trendline is not great, and while there are still four days left in the [Santa Claus rally] period, we remain concerned about a bigger January decline, and perhaps so are investors given the Friday selling,” Krinsky said.</p><p style=\"text-align: start;\">Contacted by MarketWatch on Monday, Krinsky said that the ongoing weakness in the market on Monday simply underscored his point from this weekend’s note. Krinsky surmised that some of the selling pressure could be investors front-running expected profit-taking of this year’s winners come January.</p><p style=\"text-align: start;\">Many Wall Street strategists have blamed rising Treasury yields for the market’s December struggles. The yield on the 10-year Treasury note touched its highest level in more than seven months on Friday as stocks slumped.</p><p style=\"text-align: start;\">But the weakness in stocks persisted on Monday, even as yields turned lower. The S&amp;P 500 ended down 1.1% at 5,907, though it was still above its lows from earlier in the month.</p><p style=\"text-align: start;\">But the fact that the index has yet to reclaim 6,000 was making technical strategists, including Krinsky, wary. The former support level appeared to be turning into a ceiling, Krinsky noted.</p><p style=\"text-align: start;\">If that turns out to be true, it could be a while before the S&amp;P 500 marches back to record highs after tallying 57 record closes in 2024, according to Dow Jones data.</p><p style=\"text-align: start;\">The Nasdaq Composite and Dow Jones Industrial Average were also in the red Monday, although both pared their losses from earlier in the session. The Nasdaq ended down 1.2%, while the Dow was off by about 420 points, or 1%, at 42,574.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H",".DJI":"道琼斯","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC",".IXIC":"NASDAQ Composite","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495857165","content_text":"The S&P 500 is heading for a loss during the typically bullish stretch for the second year in a rowInvestors look set to be disappointed as the “Santa Claus rally” has so far failed to materialize for the second year in a row.Santa Claus is leaving investors in the lurch once again in 2024 as U.S. stocks have struggled during the typically bullish home stretch of the year.Every year, investors look forward to the “Santa Claus rally,” a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&P 500 has gained, on average, 1.3% during this stretch, while finishing higher nearly 80% of the time, according to Dow Jones Market Data.But in 2024, investors look set to be disappointed for the second year in a row. As of Monday’s close, the S&P 500 has fallen 1.1% since the Santa rally period began on Christmas Eve, Dow Jones data show.As a result, the index is on track for its worst performance during the typically bullish seasonal window since the period that straddled the end of 2015 and beginning of 2016, according to Dow Jones Market Data.Back-to-back declines during this stretch are pretty rare, historically speaking; this would be the first since the 2014-2015 and 2015-2016 periods. Prior to that, it only happened one other time going back to 1950, per Dow Jones data.The weak start to the Santa rally period, coupled with a handful of other developments, has prompted some analysts to warn that stocks could continue to struggle into January.Weakness hasn’t been confined to the S&P 500. In fact, for the Nasdaq Composite, the situation has been even more dire. The tech-heavy index is on track to decline for its fourth consecutive Santa Claus rally period — what would be its longest such streak on record.To be sure, both the S&P 500 and Nasdaq are still sitting on massive gains for 2024. Even the Dow Jones Industrial Average has tallied a respectable calendar-year gain of 13%, according to FactSet data.However, the relative lack of market turbulence this year is all the more reason to worry that the latest wave of selling pressure could be a prelude to something bigger. Since the beginning of December, stocks of all sizes and styles have struggled, apart from shares of a few megacap companies that have increasingly dominated the market.The result has been a sharp deterioration in stock-market breadth, defined as the number of U.S.-listed stocks climbing relative to the number falling. For the S&P 500, a stretch of negative breadth lasted 14 days earlier this month, the longest such streak since at least late 1999, Dow Jones data show.Despite the weakness under the surface, gains for a handful of megacap tech stocks like Broadcom Inc. and Tesla Inc. have largely spared the S&P 500 and Nasdaq from steeper declines. The Nasdaq was even clinging to a narrow month-to-date gain as of Monday’s close.But over the past few days, even these stocks have started to turn over.That the S&P 500’s rebound from its sharp post-Federal-Reserve-meeting selloff has apparently stalled out doesn’t bode well for the market’s near-term outlook, according to Tom Essaye, founder and president of Sevens Report Research. He described this as a concerning technical development in a report shared with MarketWatch on Monday.Meanwhile, in a report shared with MarketWatch over the weekend, BTIG technical strategist Jonathan Krinsky pointed out that the momentum trade that had powered the market higher in 2024 has recently shown signs of rolling over, which could spell trouble during the weeks ahead.As of Friday, only 58% of S&P 500 stocks were trading above their 200-day moving average, the weakest reading all year, Krinsky said. That ended a 265-trading-day streak north of 60%, the longest since late 2021.At the same time, high-beta momentum stocks — that is, the most volatile stocks — have broken their uptrend. And one popular technical signpost, the moving-average convergence-divergence indicator, issued a weekly sell signal for the S&P 500 at the end of last week, its first since September.Individually, none of these indicators carries much weight. But taken together, they could signal that investors haven’t yet finished taking their chips off the table.December would be only the second month this year when the S&P 500 has declined, after April. Apart from one short-lived panic in August that sent the Cboe Volatility Index (VIX) soaring to a four-year high, the market has been remarkably stable in 2024.“The fact that the rally was rejected from the prior support trendline is not great, and while there are still four days left in the [Santa Claus rally] period, we remain concerned about a bigger January decline, and perhaps so are investors given the Friday selling,” Krinsky said.Contacted by MarketWatch on Monday, Krinsky said that the ongoing weakness in the market on Monday simply underscored his point from this weekend’s note. Krinsky surmised that some of the selling pressure could be investors front-running expected profit-taking of this year’s winners come January.Many Wall Street strategists have blamed rising Treasury yields for the market’s December struggles. The yield on the 10-year Treasury note touched its highest level in more than seven months on Friday as stocks slumped.But the weakness in stocks persisted on Monday, even as yields turned lower. The S&P 500 ended down 1.1% at 5,907, though it was still above its lows from earlier in the month.But the fact that the index has yet to reclaim 6,000 was making technical strategists, including Krinsky, wary. The former support level appeared to be turning into a ceiling, Krinsky noted.If that turns out to be true, it could be a while before the S&P 500 marches back to record highs after tallying 57 record closes in 2024, according to Dow Jones data.The Nasdaq Composite and Dow Jones Industrial Average were also in the red Monday, although both pared their losses from earlier in the session. The Nasdaq ended down 1.2%, while the Dow was off by about 420 points, or 1%, at 42,574.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383552803864632,"gmtCreate":1734672781046,"gmtModify":1734673337311,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Shorting it further then!","listText":"Shorting it further then!","text":"Shorting it further then!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383552803864632","repostId":"2492474439","repostType":2,"repost":{"id":"2492474439","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734659735,"share":"https://ttm.financial/m/news/2492474439?lang=&edition=fundamental","pubTime":"2024-12-20 09:55","market":"other","language":"en","title":"What's Behind Micron's Stock Stumble - and What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2492474439","media":"Dow Jones","summary":"Right now there are dueling impetuses.Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won't be reducing investment soon","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">Micron</a> stock closed down 16.2% after it posted quarterly revenue and earnings in line with analyst estimates but spooked investors with its soft forward guidance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15cca4f14a4411a10898aa3c48bae0e2\" tg-width=\"796\" tg-height=\"619\"/></p><p>Micron earnings always get a lot of attention. It reports off cadence to other chip makers, so it has the stage to itself. It is one of three large non-Chinese memory manufacturers, and the only one domiciled in the U.S. Memory sales can also reveal clues about the broader ecosystem.</p><p>There is one growth hardware business in 2024: data center equipment for the AI infrastructure buildout. This drove Micron&#39;s revenue expansion for its fiscal first quarter, up 84% from last year, and up 12% from last quarter. Data center revenue was up 400% on the year, and 40% from last quarter, now representing over half of Micron&#39;s revenue.</p><p>Investors have focused on the rocket growth of Micron&#39;s data center business, but now softness in consumer markets is creating concerns. Mobile and internet-of-things end markets were down a combined 15% from last quarter, though still up 11% on the year. Growth in its storage business has flattened out.</p><p>But what really rattled investors was Micron&#39;s fiscal second-quarter guidance, with revenue projected to fall 9% sequentially. In the past, that has often spelled trouble for the stock.</p><p>&#34;The reasons that excite investors in owning Micron, AI data centers, are more secular than cyclical,&#34; Cantor Fitzgerald analyst CJ Muse told Barron&#39;s. &#34;The disappointment was much worse-than-expected outlook for the more cyclical side of the business: smartphones, PCs, auto, etc.&#34;</p><p>The semiconductor sector is a cyclical business, and nowhere is this more evident than in memory. Manufacturers see regular inventory cycles up and down, and this leads to large rates of both sales growth and shrinkage as prices fluctuate.</p><p>In its annual report, Micron warns that, &#34;We have experienced significant volatility in our average selling prices and may continue to experience such volatility in the future. In the past five years, annual percentage changes in DRAM average selling prices have ranged from plus low-teen percentage range to a minus high-40% range&#34;</p><p>In the fiscal third quarter of 2024, Micron revenue was up 82% from the previous year, while in the same quarter in 2023 it was down 57%. As investors learned in 2023, Micron&#39;s gross profit can even be negative in a downturn.</p><p>Investors look at these sales swings and are always waiting for the next cycle to begin. During an up cycle like now, the anticipation is that it will end at some point, and maybe abruptly. Many investors have been swept up in a sudden shift in the winds, and don&#39;t want to be blown away again.</p><p>So many investors saw Micron&#39;s disappointing second-quarter guidance and looked for the exit. Could this be the end of Micron&#39;s big upcycle? Right now there are dueling impetuses.</p><p>Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won&#39;t be reducing investment soon, but that the growth rates in their capital expenditures will moderate. At the same time, consumer markets have been weak since 2022, and don&#39;t look like they are picking up steam headed into 2025. Micron&#39;s storage business is also showing signs of potential future weakness.</p><p>Investors are asking themselves: Is second-quarter guidance a blip or a bellwether?</p><p>&#34;I think it&#39;s a blip,&#34; John Vinh of KeyBanc Capital Markets told Barron&#39;s. &#34;I think we&#39;ve got a couple of quarters of friction here, and once you get through that, things should start to recover again in the second half of 2025.&#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>What's Behind Micron's Stock Stumble - and What Comes Next</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\">\nWhat's Behind Micron's Stock Stumble - and What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-20 09:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">Micron</a> stock closed down 16.2% after it posted quarterly revenue and earnings in line with analyst estimates but spooked investors with its soft forward guidance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15cca4f14a4411a10898aa3c48bae0e2\" tg-width=\"796\" tg-height=\"619\"/></p><p>Micron earnings always get a lot of attention. It reports off cadence to other chip makers, so it has the stage to itself. It is one of three large non-Chinese memory manufacturers, and the only one domiciled in the U.S. Memory sales can also reveal clues about the broader ecosystem.</p><p>There is one growth hardware business in 2024: data center equipment for the AI infrastructure buildout. This drove Micron&#39;s revenue expansion for its fiscal first quarter, up 84% from last year, and up 12% from last quarter. Data center revenue was up 400% on the year, and 40% from last quarter, now representing over half of Micron&#39;s revenue.</p><p>Investors have focused on the rocket growth of Micron&#39;s data center business, but now softness in consumer markets is creating concerns. Mobile and internet-of-things end markets were down a combined 15% from last quarter, though still up 11% on the year. Growth in its storage business has flattened out.</p><p>But what really rattled investors was Micron&#39;s fiscal second-quarter guidance, with revenue projected to fall 9% sequentially. In the past, that has often spelled trouble for the stock.</p><p>&#34;The reasons that excite investors in owning Micron, AI data centers, are more secular than cyclical,&#34; Cantor Fitzgerald analyst CJ Muse told Barron&#39;s. &#34;The disappointment was much worse-than-expected outlook for the more cyclical side of the business: smartphones, PCs, auto, etc.&#34;</p><p>The semiconductor sector is a cyclical business, and nowhere is this more evident than in memory. Manufacturers see regular inventory cycles up and down, and this leads to large rates of both sales growth and shrinkage as prices fluctuate.</p><p>In its annual report, Micron warns that, &#34;We have experienced significant volatility in our average selling prices and may continue to experience such volatility in the future. In the past five years, annual percentage changes in DRAM average selling prices have ranged from plus low-teen percentage range to a minus high-40% range&#34;</p><p>In the fiscal third quarter of 2024, Micron revenue was up 82% from the previous year, while in the same quarter in 2023 it was down 57%. As investors learned in 2023, Micron&#39;s gross profit can even be negative in a downturn.</p><p>Investors look at these sales swings and are always waiting for the next cycle to begin. During an up cycle like now, the anticipation is that it will end at some point, and maybe abruptly. Many investors have been swept up in a sudden shift in the winds, and don&#39;t want to be blown away again.</p><p>So many investors saw Micron&#39;s disappointing second-quarter guidance and looked for the exit. Could this be the end of Micron&#39;s big upcycle? Right now there are dueling impetuses.</p><p>Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won&#39;t be reducing investment soon, but that the growth rates in their capital expenditures will moderate. At the same time, consumer markets have been weak since 2022, and don&#39;t look like they are picking up steam headed into 2025. Micron&#39;s storage business is also showing signs of potential future weakness.</p><p>Investors are asking themselves: Is second-quarter guidance a blip or a bellwether?</p><p>&#34;I think it&#39;s a blip,&#34; John Vinh of KeyBanc Capital Markets told Barron&#39;s. &#34;I think we&#39;ve got a couple of quarters of friction here, and once you get through that, things should start to recover again in the second half of 2025.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4507":"流媒体概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4220":"综合零售","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4538":"云计算","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4141":"半导体产品","BK4503":"景林资产持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","MU":"美光科技","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4598":"佩洛西持仓","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492474439","content_text":"Micron stock closed down 16.2% after it posted quarterly revenue and earnings in line with analyst estimates but spooked investors with its soft forward guidance.Micron earnings always get a lot of attention. It reports off cadence to other chip makers, so it has the stage to itself. It is one of three large non-Chinese memory manufacturers, and the only one domiciled in the U.S. Memory sales can also reveal clues about the broader ecosystem.There is one growth hardware business in 2024: data center equipment for the AI infrastructure buildout. This drove Micron's revenue expansion for its fiscal first quarter, up 84% from last year, and up 12% from last quarter. Data center revenue was up 400% on the year, and 40% from last quarter, now representing over half of Micron's revenue.Investors have focused on the rocket growth of Micron's data center business, but now softness in consumer markets is creating concerns. Mobile and internet-of-things end markets were down a combined 15% from last quarter, though still up 11% on the year. Growth in its storage business has flattened out.But what really rattled investors was Micron's fiscal second-quarter guidance, with revenue projected to fall 9% sequentially. In the past, that has often spelled trouble for the stock.\"The reasons that excite investors in owning Micron, AI data centers, are more secular than cyclical,\" Cantor Fitzgerald analyst CJ Muse told Barron's. \"The disappointment was much worse-than-expected outlook for the more cyclical side of the business: smartphones, PCs, auto, etc.\"The semiconductor sector is a cyclical business, and nowhere is this more evident than in memory. Manufacturers see regular inventory cycles up and down, and this leads to large rates of both sales growth and shrinkage as prices fluctuate.In its annual report, Micron warns that, \"We have experienced significant volatility in our average selling prices and may continue to experience such volatility in the future. In the past five years, annual percentage changes in DRAM average selling prices have ranged from plus low-teen percentage range to a minus high-40% range\"In the fiscal third quarter of 2024, Micron revenue was up 82% from the previous year, while in the same quarter in 2023 it was down 57%. As investors learned in 2023, Micron's gross profit can even be negative in a downturn.Investors look at these sales swings and are always waiting for the next cycle to begin. During an up cycle like now, the anticipation is that it will end at some point, and maybe abruptly. Many investors have been swept up in a sudden shift in the winds, and don't want to be blown away again.So many investors saw Micron's disappointing second-quarter guidance and looked for the exit. Could this be the end of Micron's big upcycle? Right now there are dueling impetuses.Data center spending is at a record high, and the hyperscalers like Amazon, Microsoft and Google are telling investors that they won't be reducing investment soon, but that the growth rates in their capital expenditures will moderate. At the same time, consumer markets have been weak since 2022, and don't look like they are picking up steam headed into 2025. Micron's storage business is also showing signs of potential future weakness.Investors are asking themselves: Is second-quarter guidance a blip or a bellwether?\"I think it's a blip,\" John Vinh of KeyBanc Capital Markets told Barron's. \"I think we've got a couple of quarters of friction here, and once you get through that, things should start to recover again in the second half of 2025.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315386699411744,"gmtCreate":1718030043900,"gmtModify":1718030310846,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Yeah 300 to close 2024","listText":"Yeah 300 to close 2024","text":"Yeah 300 to close 2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315386699411744","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383294589386976,"gmtCreate":1734593845944,"gmtModify":1734593849677,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.&nbsp;","listText":"Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.&nbsp;","text":"Oh this one not fearful but I'm suspicious of their wrongdoings. If proven, gonna short it to the bottom.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383294589386976","repostId":"1128946768","repostType":2,"repost":{"id":"1128946768","kind":"news","pubTimestamp":1734591208,"share":"https://ttm.financial/m/news/1128946768?lang=&edition=fundamental","pubTime":"2024-12-19 14:53","market":"us","language":"en","title":"Super Micro Computer: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1128946768","media":"Seeking Alpha","summary":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Comput","content":"<html><head></head><body><h2 id=\"id_1620675458\">Summary</h2><ul style=\"\"><li><p>Upgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.</p></li><li><p>Super Micro Computer&#39;s recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.</p></li><li><p>Nvidia&#39;s explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.</p></li><li><p>Despite risks like financial filing deadlines and margin pressure, the Company&#39;s strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1062d34b1ff561a87c314fdf92117d12\" alt=\"Cloud Computing\" title=\"Cloud Computing\" tg-width=\"750\" tg-height=\"404\"/><span>Cloud Computing</span></p><p><strong>Just_Super</strong></p><p></p><p>On November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock&#39;s deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI&#39;s stock has risen by an impressive 47%, confirming my initial thesis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9331293c109353390b1588fca17c8e05\" alt=\"Super Micro Computer: A Calculated Risk Worth Taking\" title=\"Super Micro Computer: A Calculated Risk Worth Taking\" tg-width=\"640\" tg-height=\"303\"/><span>Super Micro Computer: A Calculated Risk Worth Taking</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha (Hataf Capital)</strong></p><p></p><p>Based on Super Micro Computer&#39;s recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.</p><p>The company&#39;s recent announcement of NASDAQ&#39;s extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.</p><p>The investigation&#39;s scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee&#39;s finding that Ernst &amp; Young&#39;s resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.</p><p>The Special Committee&#39;s review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company&#39;s revenue recognition conclusions. This validation is crucial given SMCI&#39;s preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.</p><p>Moreover, the committee&#39;s examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.</p><p>These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.</p><h2 id=\"id_4157259848\">Blackwell Demand Will Boost Revenue</h2><p>The explosive demand for Nvidia&#39;s (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley&#39;s recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate &#34;several billion dollars&#34; in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.</p><p>Blackwell&#39;s availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI&#39;s leadership in liquid-cooled server technologies. This is exemplified by XAI&#39;s unveiling of the world&#39;s most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI&#39;s advanced liquid cooled systems.</p><p>SMCI&#39;s deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia&#39;s GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.</p><p>In particular, SMCI&#39;s collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI&#39;s technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.</p><p>Given Nvidia&#39;s visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.</p><h2 id=\"id_873648454\">SMCI Is Still Severely Undervalued</h2><p>The company&#39;s current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba822b16fd45b19be15ad13fefd84407\" alt=\"SMCI Valuation Metrics\" title=\"SMCI Valuation Metrics\" tg-width=\"640\" tg-height=\"424\"/><span>SMCI Valuation Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>SMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company&#39;s extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn&#39;t a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7fe3800446644e57bb81954608e0fa7\" alt=\"SMCI Growth Metrics\" title=\"SMCI Growth Metrics\" tg-width=\"640\" tg-height=\"403\"/><span>SMCI Growth Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>The valuation disconnect becomes particularly evident when you look at SMCI&#39;s enterprise value metrics. The company&#39;s forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI&#39;s EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company&#39;s ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector&#39;s valuation multiples suggests a significant market mispricing.</p><p>Looking at asset efficiency metrics, SMCI&#39;s asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company&#39;s strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.</p><p>This leads me to conclude that SMCI&#39;s current market price reflects lingering concerns about regulatory issues rather than the company&#39;s fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee&#39;s findings and NASDAQ&#39;s filing extension, I believe the stage is set for a significant valuation re-rating.</p><h2 id=\"id_2751189695\">What Could Go Wrong?</h2><p>The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee&#39;s findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don&#39;t consider that to be a likely scenario, but it is possible and represents a worst-case scenario.</p><p>There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.</p><p>Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI&#39;s strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.</p><p>The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell&#39;s improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI&#39;s market share and margins.</p><p>The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.</p><h2 id=\"id_1587730322\">In Conclusion</h2><p>While risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Be Greedy When Others Are Fearful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-19 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128946768","content_text":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Computer's recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.Nvidia's explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.Despite risks like financial filing deadlines and margin pressure, the Company's strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.Cloud ComputingJust_SuperOn November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock's deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI's stock has risen by an impressive 47%, confirming my initial thesis.Super Micro Computer: A Calculated Risk Worth TakingSeeking Alpha (Hataf Capital)Based on Super Micro Computer's recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.The company's recent announcement of NASDAQ's extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.The investigation's scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee's finding that Ernst & Young's resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.The Special Committee's review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company's revenue recognition conclusions. This validation is crucial given SMCI's preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.Moreover, the committee's examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.Blackwell Demand Will Boost RevenueThe explosive demand for Nvidia's (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley's recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate \"several billion dollars\" in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.Blackwell's availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI's leadership in liquid-cooled server technologies. This is exemplified by XAI's unveiling of the world's most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI's advanced liquid cooled systems.SMCI's deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia's GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.In particular, SMCI's collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI's technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.Given Nvidia's visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.SMCI Is Still Severely UndervaluedThe company's current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.SMCI Valuation MetricsSASMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company's extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn't a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.SMCI Growth MetricsSAThe valuation disconnect becomes particularly evident when you look at SMCI's enterprise value metrics. The company's forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI's EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company's ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector's valuation multiples suggests a significant market mispricing.Looking at asset efficiency metrics, SMCI's asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company's strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.This leads me to conclude that SMCI's current market price reflects lingering concerns about regulatory issues rather than the company's fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee's findings and NASDAQ's filing extension, I believe the stage is set for a significant valuation re-rating.What Could Go Wrong?The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee's findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don't consider that to be a likely scenario, but it is possible and represents a worst-case scenario.There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI's strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell's improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI's market share and margins.The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.In ConclusionWhile risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383168073809920,"gmtCreate":1734575243166,"gmtModify":1734575247162,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs","listText":"Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs","text":"Mofo is the GRINCH. He came out to talk for an hour and tanks EVERYTHING! Get him out of the room ffs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383168073809920","repostId":"2492716533","repostType":2,"repost":{"id":"2492716533","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1734573948,"share":"https://ttm.financial/m/news/2492716533?lang=&edition=fundamental","pubTime":"2024-12-19 10:05","market":"us","language":"en","title":"Bitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That","url":"https://stock-news.laohu8.com/highlight/detail?id=2492716533","media":"Reuters","summary":"NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin.\"We're not allowed to ","content":"<html><head></head><body><p>NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin. </p><p>BTC slumped 5.2% to $99,691.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b76785d72c68969ff8981e346c97f05\" tg-width=\"1164\" tg-height=\"1995\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e0e31efd24ee6d9cd1d8de3c245d2e7\" title=\"\" tg-width=\"282\" tg-height=\"710\"/></p><p>&#34;We&#39;re not allowed to own bitcoin,&#34; Powell said at a press conference following the Fed&#39;s latest two-day policy meeting, in which policymakers cut rates as expected while signaling a less certain path for monetary policy in the months ahead. </p><p>In terms of the legal issues around holding bitcoin, &#34;that&#39;s the kind of thing for Congress to consider, but we are not looking for a law change at the Fed,&#34; Powell said. </p><p>The Fed chief was addressing the prospect of central bank involvement in the idea of the government building a so-called Strategic Bitcoin Reserve once President-elect Donald Trump takes office. </p><p>Powell&#39;s comments dented the value of bitcoin, which has rallied sharply along with other crypto assets since Trump&#39;s victory in the Nov. 5 election on the prospect of a more hands-off government approach to a class of assets that rarely functions as actual money, but is instead largely used as a vehicle for speculation.</p><p>Trump has suggested he will create a U.S. bitcoin strategic reserve. But the incoming president has not provided details on what such a reserve would entail, beyond saying its initial holdings could include bitcoin seized from criminals, a stockpile of about 200,000 tokens worth about $21 billion at current prices.</p><p>Bitcoin has more than doubled this year to more than $100,000 on optimism over Trump&#39;s pro-crypto stance. The asset has proven volatile in its 15 years of existence, which analysts say reduces its utility as a store of value or a unit of exchange, key attributes of a reserve currency.</p><p>Republican Senator Cynthia Lummis has introduced a bill to create such a reserve, under which the U.S. Treasury would buy 200,000 bitcoins annually until the stockpile reaches one million tokens. The purchases would be funded by Fed bank deposits and gold holdings.</p><p>Funding a strategic bitcoin reserve would likely require the approval of Congress and the issuance of new Treasury debt, according to an analysis published this week by Barclays. Given the likely ways such a reserve could be created, &#34;we suspect such a plan would face stiff resistance from the Fed,&#34; Barclays analysts said.</p><p>More broadly, Fed officials have been skeptical of securities like bitcoin as they have also backed away from their own efforts to create a fully digital dollar in favor of allowing the private sector to innovate payments technologies.</p><p>The Fed&#39;s main role regarding cryptocurrencies appears to center on how those assets might affect consumer and banking sector safety.</p><p>&#34;We regulate and supervise banks and we would want the interaction between the crypto business and the banks ... not to threaten the health and well-being of the banks,&#34; Powell said on Dec. 4. But he also noted at that time that when it comes to crypto assets, &#34;we don&#39;t regulate it directly.&#34;</p><p>Trump plans to appoint former <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> executive David Sacks to the newly-created position of White House AI and Crypto Czar, and pro-crypto consultant Paul Atkins to lead the Securities and Exchange Commission.</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>Bitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That</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\">\nBitcoin Slumped Below $100K As Powell Says Fed Cannot Hold Bitcoin, Not Seeking to Change That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-19 10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin. </p><p>BTC slumped 5.2% to $99,691.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b76785d72c68969ff8981e346c97f05\" tg-width=\"1164\" tg-height=\"1995\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e0e31efd24ee6d9cd1d8de3c245d2e7\" title=\"\" tg-width=\"282\" tg-height=\"710\"/></p><p>&#34;We&#39;re not allowed to own bitcoin,&#34; Powell said at a press conference following the Fed&#39;s latest two-day policy meeting, in which policymakers cut rates as expected while signaling a less certain path for monetary policy in the months ahead. </p><p>In terms of the legal issues around holding bitcoin, &#34;that&#39;s the kind of thing for Congress to consider, but we are not looking for a law change at the Fed,&#34; Powell said. </p><p>The Fed chief was addressing the prospect of central bank involvement in the idea of the government building a so-called Strategic Bitcoin Reserve once President-elect Donald Trump takes office. </p><p>Powell&#39;s comments dented the value of bitcoin, which has rallied sharply along with other crypto assets since Trump&#39;s victory in the Nov. 5 election on the prospect of a more hands-off government approach to a class of assets that rarely functions as actual money, but is instead largely used as a vehicle for speculation.</p><p>Trump has suggested he will create a U.S. bitcoin strategic reserve. But the incoming president has not provided details on what such a reserve would entail, beyond saying its initial holdings could include bitcoin seized from criminals, a stockpile of about 200,000 tokens worth about $21 billion at current prices.</p><p>Bitcoin has more than doubled this year to more than $100,000 on optimism over Trump&#39;s pro-crypto stance. The asset has proven volatile in its 15 years of existence, which analysts say reduces its utility as a store of value or a unit of exchange, key attributes of a reserve currency.</p><p>Republican Senator Cynthia Lummis has introduced a bill to create such a reserve, under which the U.S. Treasury would buy 200,000 bitcoins annually until the stockpile reaches one million tokens. The purchases would be funded by Fed bank deposits and gold holdings.</p><p>Funding a strategic bitcoin reserve would likely require the approval of Congress and the issuance of new Treasury debt, according to an analysis published this week by Barclays. Given the likely ways such a reserve could be created, &#34;we suspect such a plan would face stiff resistance from the Fed,&#34; Barclays analysts said.</p><p>More broadly, Fed officials have been skeptical of securities like bitcoin as they have also backed away from their own efforts to create a fully digital dollar in favor of allowing the private sector to innovate payments technologies.</p><p>The Fed&#39;s main role regarding cryptocurrencies appears to center on how those assets might affect consumer and banking sector safety.</p><p>&#34;We regulate and supervise banks and we would want the interaction between the crypto business and the banks ... not to threaten the health and well-being of the banks,&#34; Powell said on Dec. 4. But he also noted at that time that when it comes to crypto assets, &#34;we don&#39;t regulate it directly.&#34;</p><p>Trump plans to appoint former <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> executive David Sacks to the newly-created position of White House AI and Crypto Czar, and pro-crypto consultant Paul Atkins to lead the Securities and Exchange Commission.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","BK4585":"ETF&股票定投概念","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","BK4096":"电气部件与设备","BK4588":"碎股","MSTR":"MicroStrategy"},"source_url":"https://www.channelnewsasia.com/business/powell-says-fed-cannot-hold-bitcoin-not-seeking-change-4815206","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492716533","content_text":"NEW YORK :Federal Reserve Chair Jerome Powell said on Wednesday the U.S. central bank has no desire to be involved in any government effort to stockpile large amounts of bitcoin. BTC slumped 5.2% to $99,691.\"We're not allowed to own bitcoin,\" Powell said at a press conference following the Fed's latest two-day policy meeting, in which policymakers cut rates as expected while signaling a less certain path for monetary policy in the months ahead. In terms of the legal issues around holding bitcoin, \"that's the kind of thing for Congress to consider, but we are not looking for a law change at the Fed,\" Powell said. The Fed chief was addressing the prospect of central bank involvement in the idea of the government building a so-called Strategic Bitcoin Reserve once President-elect Donald Trump takes office. Powell's comments dented the value of bitcoin, which has rallied sharply along with other crypto assets since Trump's victory in the Nov. 5 election on the prospect of a more hands-off government approach to a class of assets that rarely functions as actual money, but is instead largely used as a vehicle for speculation.Trump has suggested he will create a U.S. bitcoin strategic reserve. But the incoming president has not provided details on what such a reserve would entail, beyond saying its initial holdings could include bitcoin seized from criminals, a stockpile of about 200,000 tokens worth about $21 billion at current prices.Bitcoin has more than doubled this year to more than $100,000 on optimism over Trump's pro-crypto stance. The asset has proven volatile in its 15 years of existence, which analysts say reduces its utility as a store of value or a unit of exchange, key attributes of a reserve currency.Republican Senator Cynthia Lummis has introduced a bill to create such a reserve, under which the U.S. Treasury would buy 200,000 bitcoins annually until the stockpile reaches one million tokens. The purchases would be funded by Fed bank deposits and gold holdings.Funding a strategic bitcoin reserve would likely require the approval of Congress and the issuance of new Treasury debt, according to an analysis published this week by Barclays. Given the likely ways such a reserve could be created, \"we suspect such a plan would face stiff resistance from the Fed,\" Barclays analysts said.More broadly, Fed officials have been skeptical of securities like bitcoin as they have also backed away from their own efforts to create a fully digital dollar in favor of allowing the private sector to innovate payments technologies.The Fed's main role regarding cryptocurrencies appears to center on how those assets might affect consumer and banking sector safety.\"We regulate and supervise banks and we would want the interaction between the crypto business and the banks ... not to threaten the health and well-being of the banks,\" Powell said on Dec. 4. But he also noted at that time that when it comes to crypto assets, \"we don't regulate it directly.\"Trump plans to appoint former PayPal executive David Sacks to the newly-created position of White House AI and Crypto Czar, and pro-crypto consultant Paul Atkins to lead the Securities and Exchange Commission.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343915062923384,"gmtCreate":1724993229014,"gmtModify":1724993232822,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Could be a Wyckoff pattern... and there's a recession still looming","listText":"Could be a Wyckoff pattern... and there's a recession still looming","text":"Could be a Wyckoff pattern... and there's a recession still looming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343915062923384","repostId":"2463239612","repostType":2,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338042554937424,"gmtCreate":1723530450235,"gmtModify":1723530453785,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm long term bullish on tsla so these are just hiccups along the way to the mars","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm long term bullish on tsla so these are just hiccups along the way to the mars","text":"$Tesla Motors(TSLA)$ I'm long term bullish on tsla so these are just hiccups along the way to the mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338042554937424","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333285142913096,"gmtCreate":1722396473262,"gmtModify":1722396476862,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Surprised that they are not insured","listText":"Surprised that they are not insured","text":"Surprised that they are not insured","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333285142913096","repostId":"2455954703","repostType":2,"repost":{"id":"2455954703","kind":"highlight","pubTimestamp":1722392273,"share":"https://ttm.financial/m/news/2455954703?lang=&edition=fundamental","pubTime":"2024-07-31 10:17","market":"us","language":"en","title":"Why CrowdStrike Stock Continues to Drop 9.7% on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2455954703","media":"Motley Fool","summary":"How much is its mistake going to cost before all is said and done?","content":"<html><head></head><body><ul style=\"\"><li><p>Delta just hired an attorney and could be looking for CrowdStrike to compensate it for the problems caused by its software mistake.</p></li><li><p>Delta is just one of many businesses that could be looking to get money from CrowdStrike.</p></li></ul><p>Shares of cybersecurity company <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> continue to drop on Tuesday after its major software update problem of more than a week ago. The stock was already down more than 30% from recent highs, and investors might have thought that the worst was over once the problem had been corrected. But today, Delta Air Lines is reminding investors that this ordeal is far from over, which is why CrowdStrike stock was down 9.7% on Tuesday.</p><h2 id=\"id_2205738097\">Who is going to pay Delta&#39;s bill?</h2><p>On July 19, CrowdStrike updated its software. But the update had a defect, which knocked out Microsoft&#39;s Windows operating system for businesses around the world. Major airlines were among those with systems that went down, causing widespread travel delays. And now, Delta may be looking for compensation.</p><p>According to CNBC, Delta just hired prominent attorney David Boies, which suggests that it may be considering a lawsuit against CrowdStrike. The cost of the outage for Delta alone is estimated to be up to $500 million.</p><h2 id=\"id_1023782567\">What can investors expect?</h2><p>There are legitimate reasons for investors to be concerned about future growth for CrowdStrike. While business has been booming, the company may have suffered some reputational damage because of its misstep, which may keep some customers from signing new contracts in the near term.</p><p>Even if CrowdStrike&#39;s revenue doesn&#39;t take a hit from this, this news from Delta is a reminder that its cash position could be hurt. A court could rule that it&#39;s on the hook for Delta&#39;s expenses. And that&#39;s just one airline. The company could be facing similar litigation from the other major airlines that went down during the ordeal.</p><p>With roughly $3 billion in net cash as of the latest quarter, CrowdStrike is in a strong financial position to overcome its costly error. That&#39;s good. But if it has to compensate all the businesses that went down in the Windows outage, it will undeniably hit shareholder value, which is why CrowdStrike stock is still falling today.</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>Why CrowdStrike Stock Continues to Drop 9.7% on Tuesday</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\">\nWhy CrowdStrike Stock Continues to Drop 9.7% on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-31 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/07/30/why-crowdstrike-stock-continues-to-drop-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Delta just hired an attorney and could be looking for CrowdStrike to compensate it for the problems caused by its software mistake.Delta is just one of many businesses that could be looking to get ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/07/30/why-crowdstrike-stock-continues-to-drop-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4528":"SaaS概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4554":"元宇宙及AR概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4576":"AR","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4577":"网络游戏","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","CRWD":"CrowdStrike Holdings, Inc.","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4538":"云计算","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4097":"系统软件","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://www.fool.com/investing/2024/07/30/why-crowdstrike-stock-continues-to-drop-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2455954703","content_text":"Delta just hired an attorney and could be looking for CrowdStrike to compensate it for the problems caused by its software mistake.Delta is just one of many businesses that could be looking to get money from CrowdStrike.Shares of cybersecurity company CrowdStrike continue to drop on Tuesday after its major software update problem of more than a week ago. The stock was already down more than 30% from recent highs, and investors might have thought that the worst was over once the problem had been corrected. But today, Delta Air Lines is reminding investors that this ordeal is far from over, which is why CrowdStrike stock was down 9.7% on Tuesday.Who is going to pay Delta's bill?On July 19, CrowdStrike updated its software. But the update had a defect, which knocked out Microsoft's Windows operating system for businesses around the world. Major airlines were among those with systems that went down, causing widespread travel delays. And now, Delta may be looking for compensation.According to CNBC, Delta just hired prominent attorney David Boies, which suggests that it may be considering a lawsuit against CrowdStrike. The cost of the outage for Delta alone is estimated to be up to $500 million.What can investors expect?There are legitimate reasons for investors to be concerned about future growth for CrowdStrike. While business has been booming, the company may have suffered some reputational damage because of its misstep, which may keep some customers from signing new contracts in the near term.Even if CrowdStrike's revenue doesn't take a hit from this, this news from Delta is a reminder that its cash position could be hurt. A court could rule that it's on the hook for Delta's expenses. And that's just one airline. The company could be facing similar litigation from the other major airlines that went down during the ordeal.With roughly $3 billion in net cash as of the latest quarter, CrowdStrike is in a strong financial position to overcome its costly error. That's good. But if it has to compensate all the businesses that went down in the Windows outage, it will undeniably hit shareholder value, which is why CrowdStrike stock is still falling today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327898424643688,"gmtCreate":1721085361229,"gmtModify":1721093699964,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a> is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a> is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme","text":"$Trump Media & Technology(DJT)$ is gonna moon because of his presidency, cmon he's winning this, the dems are done but it's gonna be ugly massive pyramid scheme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327898424643688","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325496822866048,"gmtCreate":1720496371411,"gmtModify":1720498893349,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Goddamn blood suckers","listText":"Goddamn blood suckers","text":"Goddamn blood suckers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325496822866048","repostId":"1146679862","repostType":2,"repost":{"id":"1146679862","kind":"news","pubTimestamp":1720495800,"share":"https://ttm.financial/m/news/1146679862?lang=&edition=fundamental","pubTime":"2024-07-09 11:30","market":"us","language":"en","title":"Judge Who Voided Musk’s Pay Package Faces Tough Call on $7 Billion Legal Fee","url":"https://stock-news.laohu8.com/highlight/detail?id=1146679862","media":"Bloomberg","summary":"Payment sought by plaintiffs’ lawyers may set a US recordTesla contends $13.6 million is enough to compensate attorneysElon MuskThe judge who voided Elon Musk’s record-setting Tesla Inc. pay package m","content":"<html><head></head><body><ul style=\"\"><li><p>Payment sought by plaintiffs’ lawyers may set a US record</p></li><li><p>Tesla contends $13.6 million is enough to compensate attorneys</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d04b310d0ad837f40ee9958434bfd0c1\" alt=\"Elon Musk\" title=\"Elon Musk\" tg-width=\"2000\" tg-height=\"1334\"/><span>Elon Musk</span></p><p style=\"text-align: start;\">The judge who voided Elon Musk’s record-setting Tesla Inc. pay package must now make another momentous decision — whether the lawyers who took the case to trial should be paid what may be the largest fee in the history of US litigation.</p><p style=\"text-align: start;\">Attorneys from four firms who claimed Musk’s 2018 compensation plan for running the electric-vehicle maker was excessive are asking to be awarded 29 million shares of Tesla stock — worth about $7.3 billion. Musk lawyers oppose that contention, claiming only a tiny fraction of that amount is justified.</p><p style=\"text-align: start;\">On Monday, Delaware Chancery Court Judge Kathaleen St. J. McCormick heard testimony from experts on both sides, but she isn’t expected to issue an immediate order. That’s because McCormick must tackle an even bigger issue — whether to reinstate Musk’s pay package now that Tesla shareholders have voted overwhelmingly to re-ratify it.</p><p style=\"text-align: start;\">The shareholder proxy vote at Tesla’s annual meeting in June doesn’t require McCormick to undo her ruling in January that Musk’s pay plan was tainted by conflicts of interest among the board members who adopted it. But she has said she will consider the vote at a separate hearing.</p><p>“We are in uncharted waters here,” said Larry Hamermesh, a retired University of Pennsylvania law professor who specializes in Delaware corporate disputes. “There’s no clear guidance in the law for a fee like this.”</p><p style=\"text-align: start;\">The unprecedented court case has drawn world-wide attention and prompted more than 8,000 Tesla shareholders to send letters to McCormick sharing their opinions on her pay ruling and the fee request.</p><p style=\"text-align: start;\">At the annual meeting, more than 70% of Tesla shareholders backed reinstating Musk’s pay plan and moving the company’s state of incorporation from Delaware to Texas. Tesla’s attorneys contend they’ve fixed the flaws in Musk’s compensation plan and McCormick should rescind her earlier decision.</p><p style=\"text-align: start;\">When McCormick issued her Jan. 30 ruling, the pay plan that was structured to deliver several rounds of options allowing Musk to buy about 304 million shares was worth almost $56 billion. At Friday’s close, the value of the package would be closer to $69 billion.</p><p style=\"text-align: start;\">Tesla shares lost about a quarter of their value during the first four months of 2024, but have come roaring back in recent weeks. The company reported second-quarter deliveries that beat Wall Street expectations, boosting its market capitalization and restoring Musk’s position as the world’s richest person.</p><p style=\"text-align: start;\">The lawyers who challenged the pay plan on behalf of Tesla shareholder Richard Tornetta argued their unusual request to be compensated in stock rather than cash would benefit Tesla because it won’t take money off the company’s balance sheet.</p><p style=\"text-align: start;\">The attorneys also said they would have gone unpaid if they lost the trial and haven’t received any pay for more than six years of work. The suit “would have gone unprosecuted absent plaintiff’s counsel’s willingness to incur substantial” risk, they said in a court filing.</p><h3 id=\"id_3026319955\" style=\"text-align: start;\">Investors Benefit</h3><p style=\"text-align: start;\">New York University law professor Robert Jackson, testifying for the Tesla investor who successfully sued, told the judge on Monday that shareholders benefited when Musk’s pay package was blocked.</p><p>Giving Musk so many vested stock options would have diluted holdings of existing investors, Jackson said. And the judge’s decision provided Tesla’s board board with guidance about improving corporate governance and eliminating the conflicts of interest that led to the controversial pay plan, he said.</p><p style=\"text-align: start;\">While it’s “challenging to value” such benefits in a financial sense, they are a boon to Tesla shareholders that provides “a positive effect” on its shares, Jackson said.</p><p style=\"text-align: start;\">But Daniel Fischel, a University of Chicago law professor testifying for Musk, said blocking the payout “saved Tesla nothing” and that there was no quantifiable benefit to investors. Fischel said the plaintiff’s lawyers were seeking an “unjustified windfall” for their victory in court, while Musk had helped to create Tesla’s “economic miracle,” which led to an increase in market value of more than $500 billion.</p><h3 id=\"id_986634649\" style=\"text-align: start;\">Cash Alternative</h3><p style=\"text-align: start;\">If McCormick doesn’t want to approve a stock-based fee award, lawyers for the plaintiff said they’d accept more than $1.4 billion in cash. By comparison, the handful of law firms that spearheaded lawsuits over the US opioid epidemic negotiated for $2.3 billion in legal fees after reaching settlements worth more than $26 billion with drugmakers, distributors and retailers.</p><p style=\"text-align: start;\">Greg Varallo, who led Tornetta’s legal team, said McCormick shouldn’t be influenced by Musk’s “clown show” moves following the judge’s ruling on his pay deal. “In Delaware, we don’t do law based on whether a company’s controller is unhappy,” Varallo told the judge.</p><p style=\"text-align: start;\">Tesla’s legal team says that even if the plaintiffs’ lawyers are credited with uncovering flaws in the process by which Musk’s pay package was adopted, the billionaire is still owed significant compensation for his leadership while shares skyrocketed over the last several years. The company’s lawyers argued in a court filing that the fee award for their adversaries should be capped at slightly more than $13.6 million.</p><p>A 29-million share payout for the plaintiffs’ lawyers would “be 17 times larger than any award in Delaware history and exceed by more than three-fold the University of Delaware’s endowment” of $1.78 billion, Tesla argued in a court filing, adding that it would also make the plaintiffs’ lawyers “the third largest non-institutional owner of Tesla common shares.”</p><p style=\"text-align: start;\">John Reed, one of Tesla’s lawyers, said the fee request by Tornetta’s lawyers was ridiculous and amounted to a “real-life lawyer joke. It should never have been submitted.”</p><p style=\"text-align: start;\">Hamermesh said McCormick will need to first resolve whether she rescinds her January ruling before she can set a reasonable fee for the lawyers. “It would take a lot of brass to say the Tesla shareholder vote is meaningless here,” Hamermesh said.</p><p style=\"text-align: start;\">But other legal experts — including retired University of Delaware professor Charles Elson — say McCormick would be within her legal rights to declare the proxy vote is irrelevant. He said she would be justified concluding the pay package was a waste of corporate assets in light of her original findings that the plan was the product of sham negotiations with directors who were not independent of Musk and that shareholders were given misleading and incomplete disclosures about it.</p><p style=\"text-align: start;\">Some Tesla shareholders have expressed outrage at the legal fee request in letters to the judge — which she is ethically bound to ignore.</p><p style=\"text-align: start;\">“It is unfathomable to suggest any financial benefit derived from this case could justify such exorbitant fees for plaintiff attorneys,” Liang Guo of Fort Lee, New Jersey, wrote to McCormick.</p><p style=\"text-align: start;\">Brian Lecher of South Carolina voiced a similar sentiment.</p><p style=\"text-align: start;\">“Instead of honoring the wishes of shareholders and rewarding the hard work of the CEO, it seems that the court is rewarding lawyers who did nothing for the company or shareholders.”</p><p>The case is Tornetta v. Musk, 2018-0408, Delaware Chancery Court (Wilmington).</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>Judge Who Voided Musk’s Pay Package Faces Tough Call on $7 Billion Legal Fee</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\">\nJudge Who Voided Musk’s Pay Package Faces Tough Call on $7 Billion Legal Fee\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-09 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-08/musk-judge-faces-tough-call-on-7-billion-legal-fee-in-pay-fight><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Payment sought by plaintiffs’ lawyers may set a US recordTesla contends $13.6 million is enough to compensate attorneysElon MuskThe judge who voided Elon Musk’s record-setting Tesla Inc. pay package ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-08/musk-judge-faces-tough-call-on-7-billion-legal-fee-in-pay-fight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-08/musk-judge-faces-tough-call-on-7-billion-legal-fee-in-pay-fight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146679862","content_text":"Payment sought by plaintiffs’ lawyers may set a US recordTesla contends $13.6 million is enough to compensate attorneysElon MuskThe judge who voided Elon Musk’s record-setting Tesla Inc. pay package must now make another momentous decision — whether the lawyers who took the case to trial should be paid what may be the largest fee in the history of US litigation.Attorneys from four firms who claimed Musk’s 2018 compensation plan for running the electric-vehicle maker was excessive are asking to be awarded 29 million shares of Tesla stock — worth about $7.3 billion. Musk lawyers oppose that contention, claiming only a tiny fraction of that amount is justified.On Monday, Delaware Chancery Court Judge Kathaleen St. J. McCormick heard testimony from experts on both sides, but she isn’t expected to issue an immediate order. That’s because McCormick must tackle an even bigger issue — whether to reinstate Musk’s pay package now that Tesla shareholders have voted overwhelmingly to re-ratify it.The shareholder proxy vote at Tesla’s annual meeting in June doesn’t require McCormick to undo her ruling in January that Musk’s pay plan was tainted by conflicts of interest among the board members who adopted it. But she has said she will consider the vote at a separate hearing.“We are in uncharted waters here,” said Larry Hamermesh, a retired University of Pennsylvania law professor who specializes in Delaware corporate disputes. “There’s no clear guidance in the law for a fee like this.”The unprecedented court case has drawn world-wide attention and prompted more than 8,000 Tesla shareholders to send letters to McCormick sharing their opinions on her pay ruling and the fee request.At the annual meeting, more than 70% of Tesla shareholders backed reinstating Musk’s pay plan and moving the company’s state of incorporation from Delaware to Texas. Tesla’s attorneys contend they’ve fixed the flaws in Musk’s compensation plan and McCormick should rescind her earlier decision.When McCormick issued her Jan. 30 ruling, the pay plan that was structured to deliver several rounds of options allowing Musk to buy about 304 million shares was worth almost $56 billion. At Friday’s close, the value of the package would be closer to $69 billion.Tesla shares lost about a quarter of their value during the first four months of 2024, but have come roaring back in recent weeks. The company reported second-quarter deliveries that beat Wall Street expectations, boosting its market capitalization and restoring Musk’s position as the world’s richest person.The lawyers who challenged the pay plan on behalf of Tesla shareholder Richard Tornetta argued their unusual request to be compensated in stock rather than cash would benefit Tesla because it won’t take money off the company’s balance sheet.The attorneys also said they would have gone unpaid if they lost the trial and haven’t received any pay for more than six years of work. The suit “would have gone unprosecuted absent plaintiff’s counsel’s willingness to incur substantial” risk, they said in a court filing.Investors BenefitNew York University law professor Robert Jackson, testifying for the Tesla investor who successfully sued, told the judge on Monday that shareholders benefited when Musk’s pay package was blocked.Giving Musk so many vested stock options would have diluted holdings of existing investors, Jackson said. And the judge’s decision provided Tesla’s board board with guidance about improving corporate governance and eliminating the conflicts of interest that led to the controversial pay plan, he said.While it’s “challenging to value” such benefits in a financial sense, they are a boon to Tesla shareholders that provides “a positive effect” on its shares, Jackson said.But Daniel Fischel, a University of Chicago law professor testifying for Musk, said blocking the payout “saved Tesla nothing” and that there was no quantifiable benefit to investors. Fischel said the plaintiff’s lawyers were seeking an “unjustified windfall” for their victory in court, while Musk had helped to create Tesla’s “economic miracle,” which led to an increase in market value of more than $500 billion.Cash AlternativeIf McCormick doesn’t want to approve a stock-based fee award, lawyers for the plaintiff said they’d accept more than $1.4 billion in cash. By comparison, the handful of law firms that spearheaded lawsuits over the US opioid epidemic negotiated for $2.3 billion in legal fees after reaching settlements worth more than $26 billion with drugmakers, distributors and retailers.Greg Varallo, who led Tornetta’s legal team, said McCormick shouldn’t be influenced by Musk’s “clown show” moves following the judge’s ruling on his pay deal. “In Delaware, we don’t do law based on whether a company’s controller is unhappy,” Varallo told the judge.Tesla’s legal team says that even if the plaintiffs’ lawyers are credited with uncovering flaws in the process by which Musk’s pay package was adopted, the billionaire is still owed significant compensation for his leadership while shares skyrocketed over the last several years. The company’s lawyers argued in a court filing that the fee award for their adversaries should be capped at slightly more than $13.6 million.A 29-million share payout for the plaintiffs’ lawyers would “be 17 times larger than any award in Delaware history and exceed by more than three-fold the University of Delaware’s endowment” of $1.78 billion, Tesla argued in a court filing, adding that it would also make the plaintiffs’ lawyers “the third largest non-institutional owner of Tesla common shares.”John Reed, one of Tesla’s lawyers, said the fee request by Tornetta’s lawyers was ridiculous and amounted to a “real-life lawyer joke. It should never have been submitted.”Hamermesh said McCormick will need to first resolve whether she rescinds her January ruling before she can set a reasonable fee for the lawyers. “It would take a lot of brass to say the Tesla shareholder vote is meaningless here,” Hamermesh said.But other legal experts — including retired University of Delaware professor Charles Elson — say McCormick would be within her legal rights to declare the proxy vote is irrelevant. He said she would be justified concluding the pay package was a waste of corporate assets in light of her original findings that the plan was the product of sham negotiations with directors who were not independent of Musk and that shareholders were given misleading and incomplete disclosures about it.Some Tesla shareholders have expressed outrage at the legal fee request in letters to the judge — which she is ethically bound to ignore.“It is unfathomable to suggest any financial benefit derived from this case could justify such exorbitant fees for plaintiff attorneys,” Liang Guo of Fort Lee, New Jersey, wrote to McCormick.Brian Lecher of South Carolina voiced a similar sentiment.“Instead of honoring the wishes of shareholders and rewarding the hard work of the CEO, it seems that the court is rewarding lawyers who did nothing for the company or shareholders.”The case is Tornetta v. Musk, 2018-0408, Delaware Chancery Court (Wilmington).","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390204087075000,"gmtCreate":1736298483049,"gmtModify":1736301629369,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Ya rubbish #Willow","listText":"Ya rubbish #Willow","text":"Ya rubbish #Willow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390204087075000","repostId":"2501557537","repostType":2,"repost":{"id":"2501557537","kind":"highlight","pubTimestamp":1736296108,"share":"https://ttm.financial/m/news/2501557537?lang=&edition=fundamental","pubTime":"2025-01-08 08:28","market":"us","language":"en","title":"Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2501557537","media":"Bloomberg","summary":"The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum comput","content":"<html><head></head><body><p>The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum computers are likely decades away.</p><p style=\"text-align: start;\">“If you kind of said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30, it’s probably on the late side,” Huang said in a question-and-answer session during Nvidia’s analyst day. “If you picked 20, I think a whole bunch of us would believe it.”</p><p><a href=\"https://laohu8.com/S/QMCO\">QUANTUM CORP</a> slid 15.78%; <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a>, <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> slid 14%; <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>, <a href=\"https://laohu8.com/S/RGTI\">Rigetti </a>, <a href=\"https://laohu8.com/S/IONQ\">IonQ </a> fell around 13%. The stocks have soared in recent months amid excitement about the potential of the technology, which was heightened last month following a quantum computing breakthrough by Alphabet Inc.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d9517c6a38d892dee743d7cfd162d95\" title=\"\" tg-width=\"523\" tg-height=\"451\"/></p><p>Quantum Computing shares had gained more than 1,800% over the past 12 months to $17.49 through Tuesday’s close. Rigetti rose more than 1,500% to $18.39 over the same span while D-Wave advanced nearly 1,000% to $9.55 and IonQ more than 300% to $49.59.</p><p style=\"text-align: start;\">Alphabet Inc., whose shares in December posted their best month since May 2023, is down 0.3% in late trading after closing at $195.49.</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>Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away</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\">\nQuantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-08/quantum-computing-stocks-drop-as-nvidia-ceo-sees-use-years-away?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-08/quantum-computing-stocks-drop-as-nvidia-ceo-sees-use-years-away?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","QMCO":"昆腾","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","QBTS":"D-Wave Quantum Inc.","BK4529":"IDC概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LAES":"SEALSQ Corp","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4587":"ChatGPT概念","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-08/quantum-computing-stocks-drop-as-nvidia-ceo-sees-use-years-away?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501557537","content_text":"The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very useful” quantum computers are likely decades away.“If you kind of said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30, it’s probably on the late side,” Huang said in a question-and-answer session during Nvidia’s analyst day. “If you picked 20, I think a whole bunch of us would believe it.”QUANTUM CORP slid 15.78%; D-Wave Quantum Inc., Quantum Computing Inc. slid 14%; SEALSQ Corp, Rigetti , IonQ  fell around 13%. The stocks have soared in recent months amid excitement about the potential of the technology, which was heightened last month following a quantum computing breakthrough by Alphabet Inc.Quantum Computing shares had gained more than 1,800% over the past 12 months to $17.49 through Tuesday’s close. Rigetti rose more than 1,500% to $18.39 over the same span while D-Wave advanced nearly 1,000% to $9.55 and IonQ more than 300% to $49.59.Alphabet Inc., whose shares in December posted their best month since May 2023, is down 0.3% in late trading after closing at $195.49.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388899133137336,"gmtCreate":1735986590920,"gmtModify":1735986595912,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Winning","listText":"Winning","text":"Winning","images":[{"img":"https://community-static.tradeup.com/news/ec718681fb27f44c00dc9d76704ae768","width":"1442","height":"2873"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388899133137336","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388898871894336,"gmtCreate":1735986522909,"gmtModify":1735986527561,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"My year","listText":"My year","text":"My year","images":[{"img":"https://community-static.tradeup.com/news/a56af79b5a7056f51a323d78389957e1","width":"1442","height":"2873"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388898871894336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383295174312240,"gmtCreate":1734593894418,"gmtModify":1734593898343,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Did Elon buy chips from them? Vaguely remember some news about it...","listText":"Did Elon buy chips from them? Vaguely remember some news about it...","text":"Did Elon buy chips from them? Vaguely remember some news about it...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383295174312240","repostId":"1128946768","repostType":2,"repost":{"id":"1128946768","kind":"news","pubTimestamp":1734591208,"share":"https://ttm.financial/m/news/1128946768?lang=&edition=fundamental","pubTime":"2024-12-19 14:53","market":"us","language":"en","title":"Super Micro Computer: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1128946768","media":"Seeking Alpha","summary":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Comput","content":"<html><head></head><body><h2 id=\"id_1620675458\">Summary</h2><ul style=\"\"><li><p>Upgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.</p></li><li><p>Super Micro Computer&#39;s recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.</p></li><li><p>Nvidia&#39;s explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.</p></li><li><p>Despite risks like financial filing deadlines and margin pressure, the Company&#39;s strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1062d34b1ff561a87c314fdf92117d12\" alt=\"Cloud Computing\" title=\"Cloud Computing\" tg-width=\"750\" tg-height=\"404\"/><span>Cloud Computing</span></p><p><strong>Just_Super</strong></p><p></p><p>On November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock&#39;s deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI&#39;s stock has risen by an impressive 47%, confirming my initial thesis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9331293c109353390b1588fca17c8e05\" alt=\"Super Micro Computer: A Calculated Risk Worth Taking\" title=\"Super Micro Computer: A Calculated Risk Worth Taking\" tg-width=\"640\" tg-height=\"303\"/><span>Super Micro Computer: A Calculated Risk Worth Taking</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha (Hataf Capital)</strong></p><p></p><p>Based on Super Micro Computer&#39;s recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.</p><p>The company&#39;s recent announcement of NASDAQ&#39;s extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.</p><p>The investigation&#39;s scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee&#39;s finding that Ernst &amp; Young&#39;s resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.</p><p>The Special Committee&#39;s review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company&#39;s revenue recognition conclusions. This validation is crucial given SMCI&#39;s preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.</p><p>Moreover, the committee&#39;s examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.</p><p>These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.</p><h2 id=\"id_4157259848\">Blackwell Demand Will Boost Revenue</h2><p>The explosive demand for Nvidia&#39;s (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley&#39;s recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate &#34;several billion dollars&#34; in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.</p><p>Blackwell&#39;s availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI&#39;s leadership in liquid-cooled server technologies. This is exemplified by XAI&#39;s unveiling of the world&#39;s most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI&#39;s advanced liquid cooled systems.</p><p>SMCI&#39;s deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia&#39;s GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.</p><p>In particular, SMCI&#39;s collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI&#39;s technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.</p><p>Given Nvidia&#39;s visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.</p><h2 id=\"id_873648454\">SMCI Is Still Severely Undervalued</h2><p>The company&#39;s current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba822b16fd45b19be15ad13fefd84407\" alt=\"SMCI Valuation Metrics\" title=\"SMCI Valuation Metrics\" tg-width=\"640\" tg-height=\"424\"/><span>SMCI Valuation Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>SMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company&#39;s extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn&#39;t a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7fe3800446644e57bb81954608e0fa7\" alt=\"SMCI Growth Metrics\" title=\"SMCI Growth Metrics\" tg-width=\"640\" tg-height=\"403\"/><span>SMCI Growth Metrics</span></p><p style=\"text-align: left;\"><strong>SA</strong></p><p></p><p>The valuation disconnect becomes particularly evident when you look at SMCI&#39;s enterprise value metrics. The company&#39;s forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI&#39;s EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company&#39;s ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector&#39;s valuation multiples suggests a significant market mispricing.</p><p>Looking at asset efficiency metrics, SMCI&#39;s asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company&#39;s strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.</p><p>This leads me to conclude that SMCI&#39;s current market price reflects lingering concerns about regulatory issues rather than the company&#39;s fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee&#39;s findings and NASDAQ&#39;s filing extension, I believe the stage is set for a significant valuation re-rating.</p><h2 id=\"id_2751189695\">What Could Go Wrong?</h2><p>The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee&#39;s findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don&#39;t consider that to be a likely scenario, but it is possible and represents a worst-case scenario.</p><p>There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.</p><p>Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI&#39;s strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.</p><p>The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell&#39;s improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI&#39;s market share and margins.</p><p>The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.</p><h2 id=\"id_1587730322\">In Conclusion</h2><p>While risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Be Greedy When Others Are Fearful</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\">\nSuper Micro Computer: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-19 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4744986-super-micro-computer-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128946768","content_text":"SummaryUpgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup, creating an exceptional risk-reward opportunity.Super Micro Computer's recent NASDAQ extension and new auditor appointment address delisting concerns, validating its impressive 181% YoY revenue growth and compliance with export regulations.Nvidia's explosive demand for Blackwell GPUs positions SMCI for significant revenue growth, leveraging its leadership in liquid-cooled server technologies and deep partnership with Nvidia.Despite risks like financial filing deadlines and margin pressure, the Company's strong fundamentals, attractive valuation, and improving technical setup offer a compelling investment opportunity.Cloud ComputingJust_SuperOn November 20, 2024, I published my initial analysis of Super Micro Computer (NASDAQ:SMCI). In that article, I highlighted the stock's deeply discounted valuation, its strong growth trajectory, and the potential catalysts that could drive a recovery despite the ongoing regulatory uncertainties at the time. Since then, SMCI's stock has risen by an impressive 47%, confirming my initial thesis.Super Micro Computer: A Calculated Risk Worth TakingSeeking Alpha (Hataf Capital)Based on Super Micro Computer's recent developments and financial metrics, I am upgrading my rating to Strong Buy. The clearing of regulatory uncertainty, combined with compelling valuation metrics and strong technical setup, creates an exceptional risk-reward opportunity.The company's recent announcement of NASDAQ's extension through February 25, 2025, for its financial filings marks a crucial turning point. This extension and the appointment of BDO USA as the new auditor effectively addresses the immediate delisting concerns that drove the stock down to its November 15th low of $17.25.The investigation's scope was remarkably comprehensive, addressing four critical areas that had raised investor concerns: the rehiring of certain employees who resigned in 2018, current sales and revenue recognition practices, export control matters, and related party disclosures. What stands out to me is the committee's finding that Ernst & Young's resignation and the conclusions stated in their resignation letter were not supported by the facts examined in the review.The Special Committee's review of 52 sales transactions from April 1, 2023, to June 30, 2024, found no disagreement with the company's revenue recognition conclusions. This validation is crucial given SMCI's preliminary Q1 FY2025 revenue of $5.9 to 6.0 billion, representing an extraordinary 181%YoY growth.Moreover, the committee's examination of export control matters, reviewing 11 specific transactions noted by EY and addressing allegations in the August 27, 2024, short-seller report, found no evidence of circumvention of export control regulations or awareness of product diversion to prohibited end users or locations. This finding is particularly relevant given the current geopolitical climate and increased scrutiny of technology exports.These developments, when viewed collectively, present a transformed risk profile for SMCI. The thorough investigation, coupled with concrete steps to enhance corporate governance, effectively addresses the key concerns that have weighed on the stock. With the regulatory overhang largely resolved and strong fundamental growth intact, I believe SMCI offers an exceptional risk-reward opportunity at current levels.Blackwell Demand Will Boost RevenueThe explosive demand for Nvidia's (NVDA) next-generation Blackwell GPUs is poised to be a transformative catalyst for Super Micro Computer. According to Morgan Stanley's recent analysis, Blackwell chips are already fully sold out for the next 12 months even before volume production begins. Nvidia expects to generate \"several billion dollars\" in Blackwell revenue in Q4 FY2025 alone, underscoring the scale and speed of the anticipated production ramp.Blackwell's availability in both air cooled, and liquid cooled configurations aligns perfectly with SMCI's leadership in liquid-cooled server technologies. This is exemplified by XAI's unveiling of the world's most powerful supercomputer cluster, the Colossus, which integrates 100,000 Nvidia GPUs using SMCI's advanced liquid cooled systems.SMCI's deep partnership with Nvidia places it at the epicenter of this generational hardware upgrade cycle. Nvidia's GB200 NVL72 system, capable of linking up to 72 GPUs into a single unit with an aggregate bandwidth of 259 terabytes per second, is optimized for power constrained environments through liquid cooling, a field where SMCI excels. With tech giants such as Microsoft (MSFT), Google (GOOGL), Meta (META), and CoreWeave deploying Blackwell systems at scale, SMCI is uniquely positioned to capture significant revenue growth as it continues to deliver its liquid cooling solutions for these demanding AI infrastructure needs.In particular, SMCI's collaboration on the XAI Colossus cluster demonstrates its ability to execute at scale. SMCI has enabled the deployment of over 100,000 GPUs in an energy-efficient and high density configuration, setting a new benchmark for AI compute power. This deployment not only showcases SMCI's technical prowess but also solidifies its role as a critical partner in the AI ecosystem during a period of unprecedented growth for Nvidia.Given Nvidia's visibility into robust demand for Blackwell GPUs through FY2026, SMCI stands to benefit significantly from continued hardware deployments and infrastructure expansions.SMCI Is Still Severely UndervaluedThe company's current market valuation significantly undervalued both its existing business fundamentals and future growth potential, creating an exceptional investment opportunity.SMCI Valuation MetricsSASMCI forward P/E multiple of 13.4x, which represents a 48% discount to the sector median of 26.2x. This valuation gap becomes even more pronounced when considering the company's extraordinary growth trajectory. While the sector shows median revenue growth of just 4.3%, SMCI has delivered remarkable YoY revenue growth of 109.77%, outperforming the sector by an astounding 2,418%. This growth isn't a one-time phenomenon; the company has maintained a three-year revenue CAGR of 61.35% demonstrating consistent execution and market share gains.SMCI Growth MetricsSAThe valuation disconnect becomes particularly evident when you look at SMCI's enterprise value metrics. The company's forward EV/EBITDA ratio of 9.27x sits 41.7% below the sector median of 15.9x, while its EV/Sales multiple of 0.91x represents an 72% discount to sector peers. These metrics are especially noteworthy given SMCI's EBITDA growth of 63.88%YoY, compared to the sector median of just 2.22%. The company's ability to grow its EBITDA at nearly 29 times the sector rate while trading at a fraction of the sector's valuation multiples suggests a significant market mispricing.Looking at asset efficiency metrics, SMCI's asset turnover ratio of 2.19x represents a 256.55% premium to the sector median of 0.62x, indicating highly efficient use of capital in generating revenue. The operational efficiency and the company's strong growth profile suggests potential for significant margin expansion as the business scales, particularly in the new high margin AI infrastructure segment.This leads me to conclude that SMCI's current market price reflects lingering concerns about regulatory issues rather than the company's fundamental value and growth potential. With these regulatory concerns now largely addressed through the Special Committee's findings and NASDAQ's filing extension, I believe the stage is set for a significant valuation re-rating.What Could Go Wrong?The most critical risk factor remains the February 2025 filing deadline. While the appointment of BDO USA as auditor and the Special Committee's findings reduce this risk, missing this deadline would likely trigger significant selling pressure and most likely delisting from Nasdaq. I don't consider that to be a likely scenario, but it is possible and represents a worst-case scenario.There are some other short-term headwinds like Super Micro Computer will be removed from the Nasdaq-100 Index. This temporary headwind caused the stock price to plummet more than 6%, but I consider this a solid dip buy opportunity.Margin pressure presents another significant risk factor that requires monitoring. The current gross margin of 14.13% stands significantly below the sector median of 50.27%. While this is partly SMCI's strategic pricing decisions to capture more market share in the AI infrastructure market, any further margin compression could impact investor sentiment negatively.The competitive landscape in the AI server market is intensifying, with established players like Dell Technologies (DELL) and HPE expanding their presence. Dell's improving AI order momentum and competitive positioning, as noted by Citi analysts, could pressure SMCI's market share and margins.The combination of strong technical structure, clear catalysts and defined risk parameters creates what, I believe, is a compelling trading opportunity. While volatility should be expected, the risk-reward profile strongly favors a bullish positioning with clearly defined exit points and profit targets.In ConclusionWhile risks remain, particularly around financial filing deadlines and margin pressure, I believe the current risk to reward profile heavily favors a bullish positioning. The convergence of strong fundamentals, attractive valuation and improving technical setup supported by multiple near-term catalysts creates what I consider to be a compelling investment opportunity at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382949837926920,"gmtCreate":1734536196066,"gmtModify":1734536200818,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"9% and up today. Fingers crossed for consistency. Daily!","listText":"9% and up today. Fingers crossed for consistency. Daily!","text":"9% and up today. Fingers crossed for consistency. Daily!","images":[{"img":"https://community-static.tradeup.com/news/b72340897aeaf9aff901ff77b2227b0b","width":"1176","height":"2220"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382949837926920","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344726964875392,"gmtCreate":1725154631804,"gmtModify":1725154635565,"author":{"id":"4096983351989000","authorId":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096983351989000","authorIdStr":"4096983351989000"},"themes":[],"htmlText":"Give it a good short then","listText":"Give it a good short then","text":"Give it a good short then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344726964875392","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}