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aminkaka

aminkaka

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2023-12-19

Looking ahead for 2023A investment

2023-12-15

$NikkoAM-STC Asia REIT(CFA.SI)$ just a little bit

2023-11-07

$NikkoAM-STC Asia REIT(CFA.SI)$

2023-10-21

Mine

2023-09-07

$Intel(INTC)$ Take some profit first

2023-08-18

Hopefully 🥹

Intel: The King Is Making A Comeback Against All Odds

2023-04-08

Great ariticle, would you like to share it?

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-03-05

Woooowww. Im elite trader now

2023-02-08

$Intel(INTC)$ please go up

2023-01-25

2022

2022-12-07

Great ariticle, would you like to share it?

@StarLuck:Intel says it's on course to regain chip production leadership

2022-12-05

$NikkoAM-STC Asia REIT(CFA.SI)$

2022-11-30

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-08-24

Good news for $Intel(INTC)$investor?

INTC Stock Alert: What to Know as Intel Co-Invests in Arizona Chip Factories

2022-08-10

Semiconductor still in demand in future. There is a lot potential & competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice

2022-07-29

$Intel(INTC)$dont laugh at me

2022-07-28

$NikkoAM-STC Asia REIT(CFA.SI)$😌😌

2022-07-21

Good sharing

Intel's And AMD's Places In The Chip Cycle

2022-07-20

Good news for US semiconductor companies

3 Chip Stocks to Buy on CHIPS Act Boost

2022-07-20

$Intel(INTC)$keep climbing pls

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ &nbsp;</a>Take some profit first","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ &nbsp;</a>Take some profit first","text":"$Intel(INTC)$ Take some profit first","images":[{"img":"https://community-static.tradeup.com/news/7ea396c7bc0bee5cfb374cc7e76c5018","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217296365973640","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":210282355318904,"gmtCreate":1692363315701,"gmtModify":1692363320086,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Hopefully 🥹","listText":"Hopefully 🥹","text":"Hopefully 🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210282355318904","repostId":"2360345185","repostType":2,"repost":{"id":"2360345185","kind":"highlight","pubTimestamp":1692338010,"share":"https://ttm.financial/m/news/2360345185?lang=&edition=fundamental","pubTime":"2023-08-18 13:53","market":"us","language":"en","title":"Intel: The King Is Making A Comeback Against All Odds","url":"https://stock-news.laohu8.com/highlight/detail?id=2360345185","media":"seekingalpha","summary":"Intel Corporation is the king of the semiconductor industry. It was hurt by poor execution and weak technological leadership. However, the worst is likely over as it fought back hard.Intel is on track","content":"<html><head></head><body><ul><li><p>Intel Corporation is the king of the semiconductor industry. It was hurt by poor execution and weak technological leadership. However, the worst is likely over as it fought back hard.</p></li><li><p>Intel is on track to achieve its goals and expects its margins to improve further. PC headwinds are likely petering out, providing a much-needed boost to Intel&#39;s recovery.</p></li><li><p>Intel Foundry could surpass Samsung by 2024 as it gains traction to regain foundry leadership from TSMC. Geopolitical tensions are a double-edged sword, though.</p></li><li><p>Even as Intel loses the opportunity to acquire <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor, it remains on track with advanced process nodes.</p></li><li><p>I make the case why the recent pullback in Intel Corporation stock provides investors another remarkable opportunity to buy more shares in the King. Let me know whether you agree with me.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aaef5626cb55a292f46baae9c39f9660\" tg-width=\"750\" tg-height=\"500\"/></p><p>Leon Neal</p><p></p><p><strong>Intel Corporation&#39;s</strong> (NASDAQ:INTC) second-quarter or FQ2 earnings release and outlook in late July corroborated my belief that Intel bears were too pessimistic. INTC has outperformed Advanced Micro Devices, Inc. (AMD) and Taiwan Semiconductor aka TSMC (TSM) stock since its May 2023 bottom.</p><p>With the PC market bottoming, as inventory adjustments are slowing down, market leader Intel is expected to benefit significantly as investors reassess whether their pessimism in the execution prowess of INTC CEO Pat Gelsinger and his team was overstated.</p><p>Intel has also made progress in data center AI accelerators and at the edge, corroborating its ability to keep pace with AMD and Nvidia (NVDA). While the recent termination of the deal to acquire Tower Semiconductor (TSEM) represents an untimely setback for Intel Foundry, partnership opportunities still exist. Intel Foundry remains in catch-up mode on TSMC, and that&#39;s irrefutable. However, the company&#39;s &#34;five nodes in four years&#34; strategy remains on track, with the most significant CapEx committed earlier. As such, I assessed that its margin profile is expected to bottom out this year as it gains significant operating leverage through FY25.</p><p>In other words, if you added INTC at its lows between October 2022 and May 2023, I don&#39;t expect INTC to revisit those well-battered levels as it climbs out of its long-term bottom. The critical focus for Intel remains on execution, as it aims to protect further market share losses against AMD in data center CPUs while exploiting Nvidia&#39;s supply chain shortfalls (in advanced packaging) in AI accelerators.</p><p>At the same time, the company is gaining traction against TSMC, as its 18A process snagged recent wins with the US government. As such, it could &#34;squeeze potential orders for TSMC&#39;s Arizona fabs,&#34; leveraging the tailwinds of technological sovereignty to Intel&#39;s advantage. While that likely isn&#39;t enough to secure a decisive victory against the Taiwan-based pure-play foundry, Intel could be on track to surpass Samsung (OTCPK:SSNLF) by 2024.</p><p>Recent market sentiments on INTC suggest buyers have conviction about Intel&#39;s execution against its peers. Bolstered by robust consumer spending despite macroeconomic uncertainties, I parsed that Intel is well-positioned as the market leader to recover in the second half.</p><p>Intel management didn&#39;t deny the well-publicized potential &#34;AI cannibalization&#34; from Nvidia against data center CPUs budget at its July earnings call. However, Intel has confidence in its holistic end-to-end strategy that should help its customers achieve a lower total cost of ownership or TCO over time. Nvidia&#39;s leadership in the space is undisputed, given its software ecosystem. With AMD nearing the launch of its MI300 accelerators in the fourth quarter, I believe it sets up an exciting battle between Nvidia and the rest to determine whether customers want alternatives.</p><p>The &#34;alternative&#34; thesis was highlighted by management. Gelsinger stressed that &#34;there is a demand for alternatives and more capacity.&#34; As such, &#34;Intel is actively engaged with both Tier 1 and next-generation cloud providers.&#34; Therefore, I believe it&#39;s important for Intel to continue scaling and executing well, as the demand surge from AI applications could produce a broad tailwind that benefits the industry beyond just Nvidia. Customers could be concerned about getting locked into a partnership with Nvidia, considering the leading GPU maker also has its own DGX cloud ecosystem. As such, they could lose leverage, with Nvidia reportedly favoring cloud startups (including those that the company invests in) with AI chip supply.</p><p>As such, I believe the battle for AI supremacy is far from over, and Intel doesn&#39;t seem far behind. Moreover, the battering and valuation likely reflect significant pessimism at INTC&#39;s long-term lows.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eedf580073da4378423b180c1b91799f\" tg-width=\"640\" tg-height=\"340\"/></p><p>INTC price chart (weekly) (TradingView)</p><p></p><p>INTC was resisted in late July at the $38 level despite its initial post-earnings surge. As such, I urge investors to avoid adding close to that level until a decisive upside breakout has been ascertained.</p><p>Notwithstanding the rejection by sellers, the recent pullback in INTC over the past three weeks has opened up another opportunity for INTC to buy more shares if they missed adding earlier in the year.</p><p>I see the $31 support zone as constructive to add more aggressively. With INTC&#39;s emerging medium-term uptrend bias unfolding, I don&#39;t expect us to revisit the $27 level (May 2023 lows) moving ahead unless Gelsinger and his team miss their execution targets significantly.</p><p>However, buying sentiment on Intel Corporation stock suggests the market isn&#39;t anticipating such a decline. As such, dip-buying setups are constructive, allowing more confidence for value investors to pick their spots without unduly worrying about catching falling knives.</p><p><em>Rating: Maintain Buy. Please note that a Buy rating is equivalent to a Bullish or Market Outperform rating.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p><h4 id=\"id_3969311993\">We Want To Hear From You</h4><p>Have constructive commentary to improve our thesis? Spotted a critical gap in our view? Saw something important that we didn’t? Agree or disagree? Comment below with the aim of helping everyone in the community to learn better!</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: The King Is Making A Comeback Against All Odds</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\">\nIntel: The King Is Making A Comeback Against All Odds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629291-intel-the-king-is-making-a-comeback-against-all-odds><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corporation is the king of the semiconductor industry. It was hurt by poor execution and weak technological leadership. However, the worst is likely over as it fought back hard.Intel is on track...</p>\n\n<a href=\"https://seekingalpha.com/article/4629291-intel-the-king-is-making-a-comeback-against-all-odds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4527":"明星科技股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4543":"AI","BK4579":"人工智能","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4526":"热门中概股","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4503":"景林资产持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","INTC":"英特尔","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4573":"虚拟现实","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4505":"高瓴资本持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","BK4591":"室温超导概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4592":"伊斯兰概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4629291-intel-the-king-is-making-a-comeback-against-all-odds","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2360345185","content_text":"Intel Corporation is the king of the semiconductor industry. It was hurt by poor execution and weak technological leadership. However, the worst is likely over as it fought back hard.Intel is on track to achieve its goals and expects its margins to improve further. PC headwinds are likely petering out, providing a much-needed boost to Intel's recovery.Intel Foundry could surpass Samsung by 2024 as it gains traction to regain foundry leadership from TSMC. Geopolitical tensions are a double-edged sword, though.Even as Intel loses the opportunity to acquire Tower Semiconductor, it remains on track with advanced process nodes.I make the case why the recent pullback in Intel Corporation stock provides investors another remarkable opportunity to buy more shares in the King. Let me know whether you agree with me.Leon NealIntel Corporation's (NASDAQ:INTC) second-quarter or FQ2 earnings release and outlook in late July corroborated my belief that Intel bears were too pessimistic. INTC has outperformed Advanced Micro Devices, Inc. (AMD) and Taiwan Semiconductor aka TSMC (TSM) stock since its May 2023 bottom.With the PC market bottoming, as inventory adjustments are slowing down, market leader Intel is expected to benefit significantly as investors reassess whether their pessimism in the execution prowess of INTC CEO Pat Gelsinger and his team was overstated.Intel has also made progress in data center AI accelerators and at the edge, corroborating its ability to keep pace with AMD and Nvidia (NVDA). While the recent termination of the deal to acquire Tower Semiconductor (TSEM) represents an untimely setback for Intel Foundry, partnership opportunities still exist. Intel Foundry remains in catch-up mode on TSMC, and that's irrefutable. However, the company's \"five nodes in four years\" strategy remains on track, with the most significant CapEx committed earlier. As such, I assessed that its margin profile is expected to bottom out this year as it gains significant operating leverage through FY25.In other words, if you added INTC at its lows between October 2022 and May 2023, I don't expect INTC to revisit those well-battered levels as it climbs out of its long-term bottom. The critical focus for Intel remains on execution, as it aims to protect further market share losses against AMD in data center CPUs while exploiting Nvidia's supply chain shortfalls (in advanced packaging) in AI accelerators.At the same time, the company is gaining traction against TSMC, as its 18A process snagged recent wins with the US government. As such, it could \"squeeze potential orders for TSMC's Arizona fabs,\" leveraging the tailwinds of technological sovereignty to Intel's advantage. While that likely isn't enough to secure a decisive victory against the Taiwan-based pure-play foundry, Intel could be on track to surpass Samsung (OTCPK:SSNLF) by 2024.Recent market sentiments on INTC suggest buyers have conviction about Intel's execution against its peers. Bolstered by robust consumer spending despite macroeconomic uncertainties, I parsed that Intel is well-positioned as the market leader to recover in the second half.Intel management didn't deny the well-publicized potential \"AI cannibalization\" from Nvidia against data center CPUs budget at its July earnings call. However, Intel has confidence in its holistic end-to-end strategy that should help its customers achieve a lower total cost of ownership or TCO over time. Nvidia's leadership in the space is undisputed, given its software ecosystem. With AMD nearing the launch of its MI300 accelerators in the fourth quarter, I believe it sets up an exciting battle between Nvidia and the rest to determine whether customers want alternatives.The \"alternative\" thesis was highlighted by management. Gelsinger stressed that \"there is a demand for alternatives and more capacity.\" As such, \"Intel is actively engaged with both Tier 1 and next-generation cloud providers.\" Therefore, I believe it's important for Intel to continue scaling and executing well, as the demand surge from AI applications could produce a broad tailwind that benefits the industry beyond just Nvidia. Customers could be concerned about getting locked into a partnership with Nvidia, considering the leading GPU maker also has its own DGX cloud ecosystem. As such, they could lose leverage, with Nvidia reportedly favoring cloud startups (including those that the company invests in) with AI chip supply.As such, I believe the battle for AI supremacy is far from over, and Intel doesn't seem far behind. Moreover, the battering and valuation likely reflect significant pessimism at INTC's long-term lows.INTC price chart (weekly) (TradingView)INTC was resisted in late July at the $38 level despite its initial post-earnings surge. As such, I urge investors to avoid adding close to that level until a decisive upside breakout has been ascertained.Notwithstanding the rejection by sellers, the recent pullback in INTC over the past three weeks has opened up another opportunity for INTC to buy more shares if they missed adding earlier in the year.I see the $31 support zone as constructive to add more aggressively. With INTC's emerging medium-term uptrend bias unfolding, I don't expect us to revisit the $27 level (May 2023 lows) moving ahead unless Gelsinger and his team miss their execution targets significantly.However, buying sentiment on Intel Corporation stock suggests the market isn't anticipating such a decline. As such, dip-buying setups are constructive, allowing more confidence for value investors to pick their spots without unduly worrying about catching falling knives.Rating: Maintain Buy. Please note that a Buy rating is equivalent to a Bullish or Market Outperform rating.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.We Want To Hear From YouHave constructive commentary to improve our thesis? Spotted a critical gap in our view? Saw something important that we didn’t? Agree or disagree? Comment below with the aim of helping everyone in the community to learn better!Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946664250,"gmtCreate":1680946639371,"gmtModify":1680946642755,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946664250","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! 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Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940248051,"gmtCreate":1677980580073,"gmtModify":1677980584126,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Woooowww. 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Im elite trader now","images":[{"img":"https://community-static.tradeup.com/news/6bdfd8422e752a97d97b7602b49505ab","width":"1080","height":"1432"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940248051","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954006094,"gmtCreate":1675816721318,"gmtModify":1675816725898,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ &nbsp;</a>please go up","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ &nbsp;</a>please go up","text":"$Intel(INTC)$ please go up","images":[{"img":"https://community-static.tradeup.com/news/02039b66059b044cdb5678f165a9bad1","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954006094","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952838060,"gmtCreate":1674600497451,"gmtModify":1676538948155,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"2022","listText":"2022","text":"2022","images":[{"img":"https://community-static.tradeup.com/news/2b23f7816907b03431dc2971e20320ce","width":"1082","height":"2302"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952838060","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967444201,"gmtCreate":1670373682904,"gmtModify":1676538354238,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967444201","repostId":"9967845096","repostType":1,"repost":{"id":9967845096,"gmtCreate":1670300926816,"gmtModify":1676538340396,"author":{"id":"4096861291958630","authorId":"4096861291958630","name":"StarLuck","avatar":"https://static.tigerbbs.com/68dadbe13922423705b61d7955659ae4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096861291958630","authorIdStr":"4096861291958630"},"themes":[],"title":"Intel says it's on course to regain chip production leadership","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>Intel Corp. is hitting all the targets it has set on a path to regain leadership in semiconductor manufacturing, according to the executive responsible for the effort. “We’re completely on track,” Intel Vice President Ann Kelleher, the head of technology development, said Monday in a press briefing in San Francisco. “We do quarterly milestones, and according to those milestones we’re ahead or on track.” Intel Chief Executive Officer Pat Gelsinger has vowed to regain leadership in production technology, formerly one of the foundations of the company’s decades of dominance in the US$580 billion industry. Kelleher’s team is trying to make up for the chipmaker’s delay in delivering a manufacturing technique that arrived five years l","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>Intel Corp. is hitting all the targets it has set on a path to regain leadership in semiconductor manufacturing, according to the executive responsible for the effort. “We’re completely on track,” Intel Vice President Ann Kelleher, the head of technology development, said Monday in a press briefing in San Francisco. “We do quarterly milestones, and according to those milestones we’re ahead or on track.” Intel Chief Executive Officer Pat Gelsinger has vowed to regain leadership in production technology, formerly one of the foundations of the company’s decades of dominance in the US$580 billion industry. Kelleher’s team is trying to make up for the chipmaker’s delay in delivering a manufacturing technique that arrived five years l","text":"$Intel(INTC)$ Intel Corp. is hitting all the targets it has set on a path to regain leadership in semiconductor manufacturing, according to the executive responsible for the effort. “We’re completely on track,” Intel Vice President Ann Kelleher, the head of technology development, said Monday in a press briefing in San Francisco. “We do quarterly milestones, and according to those milestones we’re ahead or on track.” Intel Chief Executive Officer Pat Gelsinger has vowed to regain leadership in production technology, formerly one of the foundations of the company’s decades of dominance in the US$580 billion industry. Kelleher’s team is trying to make up for the chipmaker’s delay in delivering a manufacturing technique that arrived five years l","images":[{"img":"https://community-static.tradeup.com/news/4a49607fa89e38b4743b7c179ac1f856","width":"1200","height":"800"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967845096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964704862,"gmtCreate":1670204379157,"gmtModify":1676538319352,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","text":"$NikkoAM-STC Asia REIT(CFA.SI)$","images":[{"img":"https://community-static.tradeup.com/news/a49736f3878c2b911f40355b0df95a25","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964704862","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962509982,"gmtCreate":1669796293547,"gmtModify":1676538245033,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962509982","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992619568,"gmtCreate":1661304094157,"gmtModify":1676536493367,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Good news for&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>investor?&nbsp;","listText":"Good news for&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>investor?&nbsp;","text":"Good news for $Intel(INTC)$investor?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992619568","repostId":"1125864950","repostType":2,"repost":{"id":"1125864950","kind":"news","pubTimestamp":1661302598,"share":"https://ttm.financial/m/news/1125864950?lang=&edition=fundamental","pubTime":"2022-08-24 08:56","market":"us","language":"en","title":"INTC Stock Alert: What to Know as Intel Co-Invests in Arizona Chip Factories","url":"https://stock-news.laohu8.com/highlight/detail?id=1125864950","media":"InvestorPlace","summary":"Intel(INTC) stock is getting a boost from funding news today.The company has reached an agreement wi","content":"<html><head></head><body><ul><li><b>Intel</b>(<b><u>INTC</u></b>) stock is getting a boost from funding news today.</li><li>The company has reached an agreement with <b>Brookfield Asset Management</b>(<b><u>BAM</u></b>) for capital to create new semiconductor factories.</li><li>These facilities will be added to Intel&#39;s Ocotillo campus in Arizona.</li></ul><p><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) stock is in the news today after the company announced itsco-investment into Arizona semiconductor factories.</p><p>This is through its Semiconductor Co-Investment Program (SCIP). The company signed an agreement with <b>Brookfield Asset Management’s</b>(NYSE:<b><u>BAM</u></b>) infrastructure affiliate to build capital and help fund the creation of new chip factories. This will see Intel obtaining the funding by the end of the year.</p><p>The company is planning to expand its Ocotillo campus in Chandler, Arizona with new facilities for semiconductor production. This will have it funding 51%. The remaining 49% will be funded by Brookfield Asset Management.</p><p>Intel notes that it will maintain majority control of two new chip factories in Chandler. These factories will support the company’s long-term demand for its products, as well as demand from Intel Foundry Services (IFS) customers.</p><p>CFO David Zinsner said the following about the funding deal:</p><blockquote>“Our agreement with Brookfield is a first for our industry, and we expect it will allow us to increase flexibility while maintaining capacity on our balance sheet to create a more distributed and resilient supply chain.”</blockquote><p>Intel’s commitment to manufacturing more semiconductors will likely benefit INTC stock in the long term. There’s an increasing demand for chips as technology advances, the rising demand for electric vehicles(EVs) being a prime example.</p><p>INTC is up 0.33% on Tuesday.</p></body></html>","source":"lsy1606302653667","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>INTC Stock Alert: What to Know as Intel Co-Invests in Arizona Chip Factories</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\">\nINTC Stock Alert: What to Know as Intel Co-Invests in Arizona Chip Factories\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 08:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/intc-stock-alert-what-to-know-as-intel-co-invests-in-arizona-chip-factories/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel(INTC) stock is getting a boost from funding news today.The company has reached an agreement with Brookfield Asset Management(BAM) for capital to create new semiconductor factories.These ...</p>\n\n<a href=\"https://investorplace.com/2022/08/intc-stock-alert-what-to-know-as-intel-co-invests-in-arizona-chip-factories/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/2022/08/intc-stock-alert-what-to-know-as-intel-co-invests-in-arizona-chip-factories/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125864950","content_text":"Intel(INTC) stock is getting a boost from funding news today.The company has reached an agreement with Brookfield Asset Management(BAM) for capital to create new semiconductor factories.These facilities will be added to Intel's Ocotillo campus in Arizona.Intel(NASDAQ:INTC) stock is in the news today after the company announced itsco-investment into Arizona semiconductor factories.This is through its Semiconductor Co-Investment Program (SCIP). The company signed an agreement with Brookfield Asset Management’s(NYSE:BAM) infrastructure affiliate to build capital and help fund the creation of new chip factories. This will see Intel obtaining the funding by the end of the year.The company is planning to expand its Ocotillo campus in Chandler, Arizona with new facilities for semiconductor production. This will have it funding 51%. The remaining 49% will be funded by Brookfield Asset Management.Intel notes that it will maintain majority control of two new chip factories in Chandler. These factories will support the company’s long-term demand for its products, as well as demand from Intel Foundry Services (IFS) customers.CFO David Zinsner said the following about the funding deal:“Our agreement with Brookfield is a first for our industry, and we expect it will allow us to increase flexibility while maintaining capacity on our balance sheet to create a more distributed and resilient supply chain.”Intel’s commitment to manufacturing more semiconductors will likely benefit INTC stock in the long term. There’s an increasing demand for chips as technology advances, the rising demand for electric vehicles(EVs) being a prime example.INTC is up 0.33% on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904706628,"gmtCreate":1660093173367,"gmtModify":1703477795485,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Semiconductor still in demand in future. There is a lot potential &amp; competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice","listText":"Semiconductor still in demand in future. There is a lot potential &amp; competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice","text":"Semiconductor still in demand in future. There is a lot potential & competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904706628","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":6,"crmLevelSwitch":1,"idStr":"4103089604754610","authorIdStr":"4103089604754610"},"content":"thanks for the share","text":"thanks for the share","html":"thanks for the share"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903456709,"gmtCreate":1659063748901,"gmtModify":1676536252877,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>dont laugh at me","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>dont laugh at me","text":"$Intel(INTC)$dont laugh at me","images":[{"img":"https://community-static.tradeup.com/news/047e29d2804e55be24ae6589c4855b9a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903456709","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903182192,"gmtCreate":1658983314516,"gmtModify":1676536239876,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>😌😌","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>😌😌","text":"$NikkoAM-STC Asia REIT(CFA.SI)$😌😌","images":[{"img":"https://community-static.tradeup.com/news/459d555adc161dde5d84c3498c12e11f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903182192","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9074559035,"gmtCreate":1658376881027,"gmtModify":1676536150284,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074559035","repostId":"1191638367","repostType":2,"repost":{"id":"1191638367","kind":"news","pubTimestamp":1658373602,"share":"https://ttm.financial/m/news/1191638367?lang=&edition=fundamental","pubTime":"2022-07-21 11:20","market":"us","language":"en","title":"Intel's And AMD's Places In The Chip Cycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1191638367","media":"Seeking Alpha","summary":"SummaryMy last chip article analyzed Nvidia and Micron to argue that we are currently in the downtur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>My last chip article analyzed Nvidia and Micron to argue that we are currently in the downturn stage of the cycle.</li><li>This article extends the analyses to Intel and AMD, and the thesis is twofold.</li><li>First, I foresee the current downturn stage to last into late 2022 or early 2023 for Intel and AMD as well. And I have seen signs of their valuation reaching bottoms already.</li><li>Second, among these four, you will see that Micron has suffered the most and Intel the least severity during this chip cycle.</li><li>Based on these results, I will also discuss the implications for valuation, projected returns, and risk control in the chip space.</li></ul><p><b>The investment thesis</b></p><p>I co-produced an article last week with Sensor Unlimited focusing on the cyclicity of the chip business. The article used NVIDIA Corporation (NVDA) and Micron Technology, Inc. (MU) as examples to illustrate the stage of the cycle we are currently in. The main takeaways from that article were the following two predictions:</p><blockquote><ul><li><i>The current contraction cycle will reach its worst in the next 6 to 12 months, if history is of any guidance, i.e., around later 2022 or early 2023.</i></li><li><i>Although valuation is forever forward-looking and always reacts more hastily. Historically, valuation has led businessesfundamentals by about 5 to 10 months and seems already raced to the bottom for both MU and NVDA in this current downturn cycle.</i></li></ul></blockquote><p>The article has been very well received by SA readers (and we&#39;re very grateful and flattered) and has received extensive comments. Many of the comments are so thought-provoking that addressing them would merit separate articles (and we do plan to do that eventually down the road). Today, we want to address the following question that was a common theme in the comment section of our earlier article. The question is: then how about Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD)? What are their places in the chip cycle?</p><p>It is kind of a loaded question, and readers have unpacked it into the following two parts for us:</p><ol><li>What are their places in the current cycle? Or in other words, which stage of the cycle are INTC and AMD in currently? My answer is that it is very similar to NVDA and MU. We will walk you through the analysis next, and you will see lots of similarities to what you&#39;ve seen in NVDA and MU. That is, they seem to be also following the historical chip cycles of 3.5 to 4 years. They are experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them.</li><li>What are their places among the chip stocks? Or in other words, are they more or less cyclical than NVDA or MU? This is the more interesting result for us. And for readers who cannot wait, the answers are in the second last section toward the end (and spoiler alert: MU has been the most cyclical stock and INTC the least). We happen to own both MU and INTC (but not AMD and NVDA). In the final sections, I will also provide some thoughts on why we pick the least and most cyclical ones instead of the ones in the mid.</li></ol><p>Finally, in terms of valuation, the market is always forward-looking. And as a result, valuation for all chip stocks seems already raced to the bottom ahead of fundamentals, maybe with the exception of INTC (whose situation is complicated, in a good way in my view, by its foundry initiative). Its bottom may have already passed. And we will elaborate on the nuances toward the end.</p><p><b>Which stage of the current cycle are INTC and AMD in?</b></p><p>First, for readers who are not familiar with my earlier article, the chart below shows the last two cycles for NVDA and MU in the past 10 years. You see the sine wave behavior of growth and decline, with a cyclicality of about 4 years from peak to peak (or bottom to bottom).</p><p><img src=\"https://static.tigerbbs.com/7fe00777c85fe9898934d093206b5d8a\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The chart below shows the same information, the quarterly revenues change YoY, for INTC and AMD over the past 10 years. You see the same similar sine wave behavior for both of them. AMD demonstrates the cycles more dramatically and INTC less. INTC is actually the least cyclical one among these four (and we will detail the reasons toward the end). You can clearly see AMD&#39;s previous chip expansion cycle peaked in 2014 and peaked again toward mid-2018, resulting in a peak-to-peak duration of about 4.5 years. Similarly, AMD&#39;s previous contracting cycle reached its worst in mid-2015 and again in early 2019, resulting in a bottom-to-bottom duration of about 3.1 years. The exact numbers show some variances relative to the average 4-year cycle. But they are close enough, and the broader patterns are identical to those observed for NVDA and MU.</p><p><img src=\"https://static.tigerbbs.com/e19bc2864e560a56e2ba589a84dadfa4\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Looking forward, I foresee the next steps to be like the following as detailed in our article last week:</p><blockquote><i>On the demand side, the market will first have to digest the chips that they have hoarded. On the supply side, they will have to sell their own accumulated inventory first, which will take some time as the demand will be lower. Then the next logical step is either to reduce the price and/or also scale back production.</i></blockquote><p>In late June, MU Chief Business Officer Sumit Sadana already mentioned that MU would reduce production. I have not heard about any similar announcement from INTC or AMD yet. But I am seeing similar signs at both places based on their asset turnover rates (&#34;ATR,&#34; aka asset utilization) as shown in the chart below. The ATR for INTC has been fluctuating in a range between about 0.746x and 0.475x with an average of 0.571x in the past 10 years. And its current ATR of 0.475x IS the lower end of that range. Also note the sharp decline of the ATR since mid-2020, when its ATR plunged from the historical average level of 0.571x to the current 10-year bottom level.</p><p>The picture for AMD is very similar as shown in the bottom panel of the chart below. The main difference is that it is much more dramatic because the stock is more cyclical than INTC. The ATR for AMD has been fluctuating in a range between about 1.72x and 0.85x with an average of 1.34x in the past 10 years. And its current ATR of 0.849x is also the lower end of that range. Furthermore, note the sharp decline of its ATR over the past quarter. It literally went over a cliff, dropping vertically from the top 25% quartile of 1.52x to the current 10-year bottom level.</p><p>To reiterate, I see all four chip stocks in a similar stage in this current cycle, which is the beginning of the contracting stage in terms of business fundamentals. Next, we will examine their valuation cycle, and you will see the valuation cycle always acts more hastily.</p><p><img src=\"https://static.tigerbbs.com/2562e9ecc13051938b05e1677dd5bcbf\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The forever forward-looking nature of P/E</p><p>Also as commented in our article last week:</p><blockquote><i>Investors are always forward-looking (like what I am doing here). And the current valuation always tries to price in future developments. For this reason, valuation always leads business fundamentals as you can clearly see from the following charts. Even though the</i> <i>fundamentals have not bottomed yet (actually the chip sector is still reporting positive growth if you recall from the early charts), their PE ratios already reached a multi-year bottom.</i></blockquote><p>The chart in the above quote refers to the next one, illustrating how MU&#39;s P/E (both peak and bottom) has led business fundamentals by about 5 to 10 months.</p><p><img src=\"https://static.tigerbbs.com/b005c32bad6fdc51ca3585ed1ec619aa\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The picture for INTC and AMD are very similar as shown below in the next chart. Here again, their valuations have already reached the bottom as you can see from the following chart even though fundamentals have not (quarterly revenues are still showing positive growth YOY). In the case of INTC, its valuation may have already passed the bottom if you zoom into the data in the past 1 or 2 years. To wit, the lowest normalized P/E for AMD has been about 27.4x and occurred for the last time around mid-2021. Its current normalized P/E of 31.7x is not that far from the 10-year bottom. For INTC, the lowest normalized P/E has been about 8.97x, and it just occurred early this year.</p><p><img src=\"https://static.tigerbbs.com/94a8483f646902986935406b35298919\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The following chart for AMD illustrates the leading nature of the PE multiple more clearly. The chart shows the YoY quarterly revenue growth of AMD overlaid with its P/S ratio during the last cycle. I am using the P/S ratio here because the earnings for AMD were too volatile in the beginning part of the decade. As you can see, in its last contraction cycle, its P/S bottomed in early 2018, about 1 year ahead of its fundamentals (its contraction did not end till mid-2019). Then in its last expansion cycle, its P/S peaked in late 2020, leading its fundamentals by about 1 year also.</p><p>Again, the exact numbers are different from stock to stock and can show some variance. For example, if you recall, the lead in MU&#39;s case was about 5 to 10 months. But in investing, being approximately right (or directionally right) can already help us make sound decisions.</p><p><img src=\"https://static.tigerbbs.com/6f5ee1a85a83134da9b2101eea0045bd\" tg-width=\"640\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Expected return</b></p><p>As long-term investors, our approach to return projection is relatively simple. Long-term return is the sum of the owner&#39;s earning yield (&#34;OEY&#34;) and perpetual growth rates. Details can be found in our earlier article and the results for these four chips stocks are summarized in the table below. As seen, under current conditions, MU provides the highest expected annual return (17.2%), followed by INTC (14.8%), then by AMD (10.3%), and finally NVDA (9.5%). All four are very attractive now. All of them are offering enticing odds for double-digit annual returns in the long term, far exceeding my projection of about 6% for the overall market.</p><p><img src=\"https://static.tigerbbs.com/a121e522f308eaaf1585126b2cf4b2f2\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p><b>The most and least cyclical chip stock</b></p><p>We&#39;ve touched on this in the previous sections. But here let&#39;s take a focused look at the second part of the readers&#39; question: what are INTC and AMD&#39;s places among the chip stocks in terms of cyclicality? After reviewing all the results above, my conclusion is that MU has been the most cyclical stock and INTC the least. The reasons are multifaceted. For the sake of brevity, I will only cite the top one.</p><p>The first one involves the diversification of revenue sources. As you can see from the chart below, MU is among the least diversified in terms of revenue exposure. It derives more than 85.5% of its revenues from memory semiconductors and another 14.3% from data storage hardware (which add up to more than 99% already). And both memory semiconductors and hardware happen to be among the most discretionary items in the semiconductor ecosystem. In contrast, INTC&#39;s revenue sources are better diversified and less discretionary. Its largest revenue source is Processor Semiconductors (84% of total revenues), but processors are less discretionary than storage devices and INTC still dominates the CPU market. Then for the remainder of 16%, INTC is also better diversified across Memory Semiconductors, Specialized Semiconductors, programmable semiconductors, and consumer vehicle parts manufacturing. Looking forwards, its foundry initiative will further strengthen its diversification, as argued in ourearlier article.</p><p>Due to these factors, you can see from the second chart below that MU (the green line) has demonstrated the largest magnitude in its sine wave fluctuation. Peak quarterly growth YoY has been around 100%, and the worst contraction around -50%. In contrast, INTC (the purple line) has demonstrated the smallest magnitude of fluctuation. Both peak growth and contraction have been typically in the teens range.</p><p><img src=\"https://static.tigerbbs.com/e134c7ec959de10603d64085f4810ebf\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet</p><p><img src=\"https://static.tigerbbs.com/becd90b4e684b66c0bd8035bbdebd8b5\" tg-width=\"640\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Final thoughts and other risks</b></p><p>To sum up, I see INTC and AMD in a similar stage in the current chip cycle as NVDA and MU. If history is of any guidance, they all have been following a cycle of about 4 years. They are all experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them. In terms of their places among the four chip stocks, MU has been the most cyclical one and INTC the least in the past. And I expect this same trend to act out again in this current cycle.</p><p>Now risks and implications for investors. Depending on your view and investment style, being the most cyclical stock in the pack, MU can either be the one with the lowest or highest risk. Obviously, you can argue it has the highest risk because it is the most cyclical. But on the other side (which is the side I am taking myself), you can also argue since it&#39;s the most cyclical stock, its valuation suffers the most contraction during the downturn and therefore leaves the largest margin of safety.</p><p>There are also other risks surrounding all chips stocks besides cyclicality. These risks include currency headwinds, geopolitical risks, global supply chain disruptions, sensitivity to crypto mining, et al. These risks have been detailed both in our own articles and by other SA writers. And we won&#39;t repeat them here.</p><p>Here I think it is more important to explain our thinking of owning both MU and INTC, the most and least cyclical in the pack, instead of AMD and NVDA (the ones in the middle). Besides the consideration of a margin of safety and INTC&#39;s foundry initiatives, the top reason on my mind for owning INTC is diversification at a grand scale by the so-called barbell model. As I always remind our readers and marketplace members, diversification across stocks is the <i>last</i> consideration in investing. The grand scheme starts with risk isolation. And the best strategy I know from experience for risk isolation is a barbell model - do not invest in something with <i>mild</i> risk. Instead, invest in something with risk above and something below at the same time.</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>Intel's And AMD's Places In The Chip Cycle</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\">\nIntel's And AMD's Places In The Chip Cycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524569-intels-and-amds-places-in-the-chip-cycle?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy last chip article analyzed Nvidia and Micron to argue that we are currently in the downturn stage of the cycle.This article extends the analyses to Intel and AMD, and the thesis is twofold....</p>\n\n<a href=\"https://seekingalpha.com/article/4524569-intels-and-amds-places-in-the-chip-cycle?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4524569-intels-and-amds-places-in-the-chip-cycle?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191638367","content_text":"SummaryMy last chip article analyzed Nvidia and Micron to argue that we are currently in the downturn stage of the cycle.This article extends the analyses to Intel and AMD, and the thesis is twofold.First, I foresee the current downturn stage to last into late 2022 or early 2023 for Intel and AMD as well. And I have seen signs of their valuation reaching bottoms already.Second, among these four, you will see that Micron has suffered the most and Intel the least severity during this chip cycle.Based on these results, I will also discuss the implications for valuation, projected returns, and risk control in the chip space.The investment thesisI co-produced an article last week with Sensor Unlimited focusing on the cyclicity of the chip business. The article used NVIDIA Corporation (NVDA) and Micron Technology, Inc. (MU) as examples to illustrate the stage of the cycle we are currently in. The main takeaways from that article were the following two predictions:The current contraction cycle will reach its worst in the next 6 to 12 months, if history is of any guidance, i.e., around later 2022 or early 2023.Although valuation is forever forward-looking and always reacts more hastily. Historically, valuation has led businessesfundamentals by about 5 to 10 months and seems already raced to the bottom for both MU and NVDA in this current downturn cycle.The article has been very well received by SA readers (and we're very grateful and flattered) and has received extensive comments. Many of the comments are so thought-provoking that addressing them would merit separate articles (and we do plan to do that eventually down the road). Today, we want to address the following question that was a common theme in the comment section of our earlier article. The question is: then how about Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD)? What are their places in the chip cycle?It is kind of a loaded question, and readers have unpacked it into the following two parts for us:What are their places in the current cycle? Or in other words, which stage of the cycle are INTC and AMD in currently? My answer is that it is very similar to NVDA and MU. We will walk you through the analysis next, and you will see lots of similarities to what you've seen in NVDA and MU. That is, they seem to be also following the historical chip cycles of 3.5 to 4 years. They are experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them.What are their places among the chip stocks? Or in other words, are they more or less cyclical than NVDA or MU? This is the more interesting result for us. And for readers who cannot wait, the answers are in the second last section toward the end (and spoiler alert: MU has been the most cyclical stock and INTC the least). We happen to own both MU and INTC (but not AMD and NVDA). In the final sections, I will also provide some thoughts on why we pick the least and most cyclical ones instead of the ones in the mid.Finally, in terms of valuation, the market is always forward-looking. And as a result, valuation for all chip stocks seems already raced to the bottom ahead of fundamentals, maybe with the exception of INTC (whose situation is complicated, in a good way in my view, by its foundry initiative). Its bottom may have already passed. And we will elaborate on the nuances toward the end.Which stage of the current cycle are INTC and AMD in?First, for readers who are not familiar with my earlier article, the chart below shows the last two cycles for NVDA and MU in the past 10 years. You see the sine wave behavior of growth and decline, with a cyclicality of about 4 years from peak to peak (or bottom to bottom).Seeking AlphaThe chart below shows the same information, the quarterly revenues change YoY, for INTC and AMD over the past 10 years. You see the same similar sine wave behavior for both of them. AMD demonstrates the cycles more dramatically and INTC less. INTC is actually the least cyclical one among these four (and we will detail the reasons toward the end). You can clearly see AMD's previous chip expansion cycle peaked in 2014 and peaked again toward mid-2018, resulting in a peak-to-peak duration of about 4.5 years. Similarly, AMD's previous contracting cycle reached its worst in mid-2015 and again in early 2019, resulting in a bottom-to-bottom duration of about 3.1 years. The exact numbers show some variances relative to the average 4-year cycle. But they are close enough, and the broader patterns are identical to those observed for NVDA and MU.Seeking AlphaLooking forward, I foresee the next steps to be like the following as detailed in our article last week:On the demand side, the market will first have to digest the chips that they have hoarded. On the supply side, they will have to sell their own accumulated inventory first, which will take some time as the demand will be lower. Then the next logical step is either to reduce the price and/or also scale back production.In late June, MU Chief Business Officer Sumit Sadana already mentioned that MU would reduce production. I have not heard about any similar announcement from INTC or AMD yet. But I am seeing similar signs at both places based on their asset turnover rates (\"ATR,\" aka asset utilization) as shown in the chart below. The ATR for INTC has been fluctuating in a range between about 0.746x and 0.475x with an average of 0.571x in the past 10 years. And its current ATR of 0.475x IS the lower end of that range. Also note the sharp decline of the ATR since mid-2020, when its ATR plunged from the historical average level of 0.571x to the current 10-year bottom level.The picture for AMD is very similar as shown in the bottom panel of the chart below. The main difference is that it is much more dramatic because the stock is more cyclical than INTC. The ATR for AMD has been fluctuating in a range between about 1.72x and 0.85x with an average of 1.34x in the past 10 years. And its current ATR of 0.849x is also the lower end of that range. Furthermore, note the sharp decline of its ATR over the past quarter. It literally went over a cliff, dropping vertically from the top 25% quartile of 1.52x to the current 10-year bottom level.To reiterate, I see all four chip stocks in a similar stage in this current cycle, which is the beginning of the contracting stage in terms of business fundamentals. Next, we will examine their valuation cycle, and you will see the valuation cycle always acts more hastily.Seeking AlphaThe forever forward-looking nature of P/EAlso as commented in our article last week:Investors are always forward-looking (like what I am doing here). And the current valuation always tries to price in future developments. For this reason, valuation always leads business fundamentals as you can clearly see from the following charts. Even though the fundamentals have not bottomed yet (actually the chip sector is still reporting positive growth if you recall from the early charts), their PE ratios already reached a multi-year bottom.The chart in the above quote refers to the next one, illustrating how MU's P/E (both peak and bottom) has led business fundamentals by about 5 to 10 months.Seeking AlphaThe picture for INTC and AMD are very similar as shown below in the next chart. Here again, their valuations have already reached the bottom as you can see from the following chart even though fundamentals have not (quarterly revenues are still showing positive growth YOY). In the case of INTC, its valuation may have already passed the bottom if you zoom into the data in the past 1 or 2 years. To wit, the lowest normalized P/E for AMD has been about 27.4x and occurred for the last time around mid-2021. Its current normalized P/E of 31.7x is not that far from the 10-year bottom. For INTC, the lowest normalized P/E has been about 8.97x, and it just occurred early this year.Seeking AlphaThe following chart for AMD illustrates the leading nature of the PE multiple more clearly. The chart shows the YoY quarterly revenue growth of AMD overlaid with its P/S ratio during the last cycle. I am using the P/S ratio here because the earnings for AMD were too volatile in the beginning part of the decade. As you can see, in its last contraction cycle, its P/S bottomed in early 2018, about 1 year ahead of its fundamentals (its contraction did not end till mid-2019). Then in its last expansion cycle, its P/S peaked in late 2020, leading its fundamentals by about 1 year also.Again, the exact numbers are different from stock to stock and can show some variance. For example, if you recall, the lead in MU's case was about 5 to 10 months. But in investing, being approximately right (or directionally right) can already help us make sound decisions.Seeking AlphaExpected returnAs long-term investors, our approach to return projection is relatively simple. Long-term return is the sum of the owner's earning yield (\"OEY\") and perpetual growth rates. Details can be found in our earlier article and the results for these four chips stocks are summarized in the table below. As seen, under current conditions, MU provides the highest expected annual return (17.2%), followed by INTC (14.8%), then by AMD (10.3%), and finally NVDA (9.5%). All four are very attractive now. All of them are offering enticing odds for double-digit annual returns in the long term, far exceeding my projection of about 6% for the overall market.AuthorThe most and least cyclical chip stockWe've touched on this in the previous sections. But here let's take a focused look at the second part of the readers' question: what are INTC and AMD's places among the chip stocks in terms of cyclicality? After reviewing all the results above, my conclusion is that MU has been the most cyclical stock and INTC the least. The reasons are multifaceted. For the sake of brevity, I will only cite the top one.The first one involves the diversification of revenue sources. As you can see from the chart below, MU is among the least diversified in terms of revenue exposure. It derives more than 85.5% of its revenues from memory semiconductors and another 14.3% from data storage hardware (which add up to more than 99% already). And both memory semiconductors and hardware happen to be among the most discretionary items in the semiconductor ecosystem. In contrast, INTC's revenue sources are better diversified and less discretionary. Its largest revenue source is Processor Semiconductors (84% of total revenues), but processors are less discretionary than storage devices and INTC still dominates the CPU market. Then for the remainder of 16%, INTC is also better diversified across Memory Semiconductors, Specialized Semiconductors, programmable semiconductors, and consumer vehicle parts manufacturing. Looking forwards, its foundry initiative will further strengthen its diversification, as argued in ourearlier article.Due to these factors, you can see from the second chart below that MU (the green line) has demonstrated the largest magnitude in its sine wave fluctuation. Peak quarterly growth YoY has been around 100%, and the worst contraction around -50%. In contrast, INTC (the purple line) has demonstrated the smallest magnitude of fluctuation. Both peak growth and contraction have been typically in the teens range.FactSetSeeking AlphaFinal thoughts and other risksTo sum up, I see INTC and AMD in a similar stage in the current chip cycle as NVDA and MU. If history is of any guidance, they all have been following a cycle of about 4 years. They are all experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them. In terms of their places among the four chip stocks, MU has been the most cyclical one and INTC the least in the past. And I expect this same trend to act out again in this current cycle.Now risks and implications for investors. Depending on your view and investment style, being the most cyclical stock in the pack, MU can either be the one with the lowest or highest risk. Obviously, you can argue it has the highest risk because it is the most cyclical. But on the other side (which is the side I am taking myself), you can also argue since it's the most cyclical stock, its valuation suffers the most contraction during the downturn and therefore leaves the largest margin of safety.There are also other risks surrounding all chips stocks besides cyclicality. These risks include currency headwinds, geopolitical risks, global supply chain disruptions, sensitivity to crypto mining, et al. These risks have been detailed both in our own articles and by other SA writers. And we won't repeat them here.Here I think it is more important to explain our thinking of owning both MU and INTC, the most and least cyclical in the pack, instead of AMD and NVDA (the ones in the middle). Besides the consideration of a margin of safety and INTC's foundry initiatives, the top reason on my mind for owning INTC is diversification at a grand scale by the so-called barbell model. As I always remind our readers and marketplace members, diversification across stocks is the last consideration in investing. The grand scheme starts with risk isolation. And the best strategy I know from experience for risk isolation is a barbell model - do not invest in something with mild risk. Instead, invest in something with risk above and something below at the same time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074367344,"gmtCreate":1658299005788,"gmtModify":1676536137472,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Good news for US semiconductor companies","listText":"Good news for US semiconductor companies","text":"Good news for US semiconductor companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074367344","repostId":"2252224581","repostType":4,"repost":{"id":"2252224581","kind":"highlight","pubTimestamp":1658298067,"share":"https://ttm.financial/m/news/2252224581?lang=&edition=fundamental","pubTime":"2022-07-20 14:21","market":"us","language":"en","title":"3 Chip Stocks to Buy on CHIPS Act Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=2252224581","media":"InvestorPlace","summary":"Advanced Micro Devices (AMD): Semiconductor name with some of the strongest leadership in the indust","content":"<html><head></head><body><ul><li><b>Advanced Micro Devices</b> (<b><u>AMD</u></b>): Semiconductor name with some of the strongest leadership in the industry.</li><li><b>Intel</b> (<b><u>INTC</u></b>): U.S. chip maker that may benefit most from the CHIPS Act because it does its own manufacturing.</li><li><b>Nvidia</b> (<b><u>NVDA</u></b>): Recent Wall Street darling also noted for its potential metaverse applications.</li></ul><p>Chip stocks may be about to receive a significant boon from Capitol Hill. Currently, officials are considering a substantial spending package aimed at revitalizing the U.S. semiconductor industry. The $52 billion bill is called the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act.</p><p>If the CHIPS Act passes, it will help U.S. companies remain competitive as China moves to dominate the chip market. According to Senate Majority Leader Chuck Schumer, lawmakers could vote on the bill as soon as today. That has semiconductor stocks rising on momentum for the legislation.</p><p>Still, this bill has also garnered considerable opposition. Some members have spoken out against it, including Senate Minority Leader Mitch McConnell.</p><p>Adding to the uncertainty is the fact that some chipmakers feel the bill “disproportionately benefits” companies like <b>Intel</b> (NASDAQ:<b><u>INTC</u></b>). Intel produces its own chips rather than outsourcing to manufacturers. <i>Seeking Alpha</i> reports that companies like <b>Advanced Micro Devices</b> (NASDAQ:<b><u>AMD</u></b>) and <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) would not benefit from the bill in the same way. However, Intel argues that even chip companies that manufacture offshore “stand to gain a wider range of cost-competitive, US-based manufacturing options.”</p><p>By that logic, the passing of the CHIPS Act will — even if slimmed-down — help propel all chip stocks forward. As such, investors may want to stock up on some of the best companies in the industry.</p><table border=\"1\"><tbody><tr><td><b><u>AMD</u></b></td><td>Advanced Micro Devices</td><td>$84.75</td></tr><tr><td><b><u>INTC</u></b></td><td>Intel</td><td>$40.19</td></tr><tr><td><b><u>NVDA</u></b></td><td>Nvidia</td><td>$166.61</td></tr></tbody></table><h2>Chip Stocks to Buy: Advanced Micro Devices (AMD)</h2><p>After a difficult month, AMD stock is finally enjoying some growth. Despite dipping yesterday in after hours trading, shares are up 8% for the past five days.</p><p>This recent momentum has been driven by both CHIPS Act hype and a positive earnings report from <b>Taiwan Semiconductor</b> (NYSE:<b><u>TSM</u></b>). The success of TSM has already helped restore some investor confidence in the semiconductor industry. Now, the CHIPS act is poised to do the same on an even larger scale.</p><p><i>InvestorPlace</i> contributor Nicolas Chahine likes AMD stock in part because of the company’s leadership. Chahine also believes that, once markets stabilize, a more positive narrative will carry chip stocks back to profitable levels. The CHIPS Act could be the perfect catalyst to accomplish something like that.</p><h2>Intel (INTC)</h2><p>If the CHIPS Act issues a new chip stocks boom, Intel will more than likely lead the charge. As the leading U.S. chip manufacturer, the tech giant certainly stands to gain from the legislation. What’s more, even as INTC stock rises on mounting anticipation, Intel is still significantly undervalued for a blue-chip stock, making it a highly tempting play.</p><p>The reasons to bet on Intel don’t stop at the pending bill, either. Intel is also expanding rapidly. <i>InvestorPlace</i> contributor Faisal Humayun notes that, for 2022, “Intel has guided for net capital expenditure of $27 billion.” Humayun also points out that the company recently “acquired land to build a manufacturing plant in Ohio.” Lastly, back in March, Intel announced a 33 billion euro expansion in Europe.</p><h2>Chip Stocks to Buy: Nvidia (NVDA)</h2><p>Nvidia tends to dominate coverage of chip stocks. In part, the company has risen to prominence for its metaverse applications. Now, though, the potential chip boom may push this Wall Street darling up even further.</p><p>Recently, Nvidia received a significant endorsement; Paul Pelosi, the husband of House Speaker Nancy Pelosi, purchased 20,000 shares of NVDA stock. Given the timing, this implies he has reason to believe Nvidia may benefit from the bill. That’s even despite arguments that names like Nvidia will <i>not</i> benefit nearly as much from the CHIPS Act.</p><p>Experts have also speculated that NVDA stock is a buy ahead of its upcoming earnings report. The stock has tremendous potential due to its applications for both metaverse tech and data centers. While it has been a difficult quarter for all high-growth tech stocks, the CHIPS Act may generate the type of momentum that NVDA needs to make up lost ground.</p></body></html>","source":"investorplace","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>3 Chip Stocks to Buy on CHIPS Act Boost</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\">\n3 Chip Stocks to Buy on CHIPS Act Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/3-chip-stocks-to-buy-on-chips-act-boost/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD): Semiconductor name with some of the strongest leadership in the industry.Intel (INTC): U.S. chip maker that may benefit most from the CHIPS Act because it does its own ...</p>\n\n<a href=\"https://investorplace.com/2022/07/3-chip-stocks-to-buy-on-chips-act-boost/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/07/3-chip-stocks-to-buy-on-chips-act-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252224581","content_text":"Advanced Micro Devices (AMD): Semiconductor name with some of the strongest leadership in the industry.Intel (INTC): U.S. chip maker that may benefit most from the CHIPS Act because it does its own manufacturing.Nvidia (NVDA): Recent Wall Street darling also noted for its potential metaverse applications.Chip stocks may be about to receive a significant boon from Capitol Hill. Currently, officials are considering a substantial spending package aimed at revitalizing the U.S. semiconductor industry. The $52 billion bill is called the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act.If the CHIPS Act passes, it will help U.S. companies remain competitive as China moves to dominate the chip market. According to Senate Majority Leader Chuck Schumer, lawmakers could vote on the bill as soon as today. That has semiconductor stocks rising on momentum for the legislation.Still, this bill has also garnered considerable opposition. Some members have spoken out against it, including Senate Minority Leader Mitch McConnell.Adding to the uncertainty is the fact that some chipmakers feel the bill “disproportionately benefits” companies like Intel (NASDAQ:INTC). Intel produces its own chips rather than outsourcing to manufacturers. Seeking Alpha reports that companies like Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA) would not benefit from the bill in the same way. However, Intel argues that even chip companies that manufacture offshore “stand to gain a wider range of cost-competitive, US-based manufacturing options.”By that logic, the passing of the CHIPS Act will — even if slimmed-down — help propel all chip stocks forward. As such, investors may want to stock up on some of the best companies in the industry.AMDAdvanced Micro Devices$84.75INTCIntel$40.19NVDANvidia$166.61Chip Stocks to Buy: Advanced Micro Devices (AMD)After a difficult month, AMD stock is finally enjoying some growth. Despite dipping yesterday in after hours trading, shares are up 8% for the past five days.This recent momentum has been driven by both CHIPS Act hype and a positive earnings report from Taiwan Semiconductor (NYSE:TSM). The success of TSM has already helped restore some investor confidence in the semiconductor industry. Now, the CHIPS act is poised to do the same on an even larger scale.InvestorPlace contributor Nicolas Chahine likes AMD stock in part because of the company’s leadership. Chahine also believes that, once markets stabilize, a more positive narrative will carry chip stocks back to profitable levels. The CHIPS Act could be the perfect catalyst to accomplish something like that.Intel (INTC)If the CHIPS Act issues a new chip stocks boom, Intel will more than likely lead the charge. As the leading U.S. chip manufacturer, the tech giant certainly stands to gain from the legislation. What’s more, even as INTC stock rises on mounting anticipation, Intel is still significantly undervalued for a blue-chip stock, making it a highly tempting play.The reasons to bet on Intel don’t stop at the pending bill, either. Intel is also expanding rapidly. InvestorPlace contributor Faisal Humayun notes that, for 2022, “Intel has guided for net capital expenditure of $27 billion.” Humayun also points out that the company recently “acquired land to build a manufacturing plant in Ohio.” Lastly, back in March, Intel announced a 33 billion euro expansion in Europe.Chip Stocks to Buy: Nvidia (NVDA)Nvidia tends to dominate coverage of chip stocks. In part, the company has risen to prominence for its metaverse applications. Now, though, the potential chip boom may push this Wall Street darling up even further.Recently, Nvidia received a significant endorsement; Paul Pelosi, the husband of House Speaker Nancy Pelosi, purchased 20,000 shares of NVDA stock. Given the timing, this implies he has reason to believe Nvidia may benefit from the bill. That’s even despite arguments that names like Nvidia will not benefit nearly as much from the CHIPS Act.Experts have also speculated that NVDA stock is a buy ahead of its upcoming earnings report. The stock has tremendous potential due to its applications for both metaverse tech and data centers. While it has been a difficult quarter for all high-growth tech stocks, the CHIPS Act may generate the type of momentum that NVDA needs to make up lost ground.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074907192,"gmtCreate":1658279347416,"gmtModify":1676536133540,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>keep climbing pls","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>keep climbing pls","text":"$Intel(INTC)$keep climbing pls","images":[{"img":"https://community-static.tradeup.com/news/acb332189f31ad2a810f269ff0b1d557","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074907192","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9055450500,"gmtCreate":1655304685700,"gmtModify":1676535608925,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>next dividend coming soon","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>next dividend coming soon","text":"$NikkoAM-STC Asia REIT(CFA.SI)$next dividend coming soon","images":[{"img":"https://community-static.tradeup.com/news/1a4a0a89036b91e1f7f0d6079df1fcf0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055450500","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":238892827037832,"gmtCreate":1699360774088,"gmtModify":1699360776965,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","text":"$NikkoAM-STC Asia REIT(CFA.SI)$","images":[{"img":"https://community-static.tradeup.com/news/1d759405625edb741fdb84277a80d72c","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238892827037832","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9032416328,"gmtCreate":1647421428884,"gmtModify":1676534227843,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Up up up up","listText":"Up up up up","text":"Up up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032416328","repostId":"1192297684","repostType":2,"repost":{"id":"1192297684","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647420966,"share":"https://ttm.financial/m/news/1192297684?lang=&edition=fundamental","pubTime":"2022-03-16 16:56","market":"us","language":"en","title":"Semiconductor Stocks Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1192297684","media":"Tiger Newspress","summary":"AMD, Nvidia, Intel, Micron Technology and ASML rose between 1% and 4% in premarket trading.","content":"<html><head></head><body><p>AMD, Nvidia, Intel, Micron Technology and ASML rose between 1% and 4% in premarket trading.<img src=\"https://static.tigerbbs.com/b6ac7168b00c2b1909e04233dd3360a2\" tg-width=\"575\" tg-height=\"575\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Semiconductor Stocks Gained in Premarket Trading</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\">\nSemiconductor Stocks Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-16 16:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD, Nvidia, Intel, Micron Technology and ASML rose between 1% and 4% in premarket trading.<img src=\"https://static.tigerbbs.com/b6ac7168b00c2b1909e04233dd3360a2\" tg-width=\"575\" tg-height=\"575\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","ASML":"阿斯麦","NVDA":"英伟达","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192297684","content_text":"AMD, Nvidia, Intel, Micron Technology and ASML rose between 1% and 4% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037438803,"gmtCreate":1648164668792,"gmtModify":1676534310949,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>finally getting some profit","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>finally getting some profit","text":"$Intel(INTC)$finally getting some profit","images":[{"img":"https://community-static.tradeup.com/news/f29eadec4a4d1453b5631171f382b243","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037438803","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563000197604215","authorId":"3563000197604215","name":"BShin","avatar":"https://static.tigerbbs.com/57b140dc3ea1b3f92f25cf6ab903c480","crmLevel":2,"crmLevelSwitch":0,"idStr":"3563000197604215","authorIdStr":"3563000197604215"},"content":"me too haha","text":"me too haha","html":"me too haha"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9094270182,"gmtCreate":1645162341786,"gmtModify":1676534005025,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Time to cool down after madness market","listText":"Time to cool down after madness market","text":"Time to cool down after madness market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094270182","repostId":"1142681289","repostType":2,"repost":{"id":"1142681289","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645399013,"share":"https://ttm.financial/m/news/1142681289?lang=&edition=fundamental","pubTime":"2022-02-21 07:16","market":"us","language":"en","title":"Is the Stock Market Open on Presidents Day? Here Are Trading Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1142681289","media":"Tiger Newspress","summary":"U.S. financial markets will pause Monday in observance of Presidents Day.The New York Stock Exchange","content":"<html><head></head><body><p>U.S. financial markets will pause Monday in observance of Presidents Day.</p><p>The New York Stock Exchange and Nasdaq will be closed on Feb. 21. And the Securities Industry and Financial Markets Association, or Sifma, is recommending no trading in dollar-denominated securities, meaning the closely watched 10-year Treasury note,  — as well as interest rates for money markets and certificates of deposit — will join the Dow Jones Industrial Average DJIA, , the S&amp;P 500 index SPX,  and the Nasdaq Composite Index COMP,  in a static state.</p><p>And trading in futures and options on CME Group CME,  exchanges will also be halted on Monday. In other words, there will be no settlements in trading in gold futures GCJ21 or crude oil CL.1, . However, traders will be able to deal in commodities on the Globex platform, with a pause starting after 1 p.m. Eastern.</p><p>So, here’s the skinny on so-called Presidents Day. Congress declared Washington’s Birthday a holiday in 1879, according to the Library of Congress. The republic’s first president was born on Feb. 22, 1732.</p><p>A number of sources indicate that the holiday was at first only celebrated within the District of Columbia but became widely recognized as a federal holiday in 1885, marking the first time an American individual was memorialized via a bank holiday.</p><p>The Uniform Holidays Act of 1968 changed the day of commemoration to the third Monday of February. The Library of Congress’s website says that the day’s designation was never changed to Presidents Day formally but is often referred to by that name because Feb. 12 is the birthday of the 16th U.S. president, Abraham Lincoln.</p><p>The holiday is still often referred to as Washington’s Birthday, and it is recognized by that name at the Intercontinental Exchange Inc.-owned  ICE,   New York Stock Exchange.</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>Is the Stock Market Open on Presidents Day? Here Are Trading Hours</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\">\nIs the Stock Market Open on Presidents Day? Here Are Trading Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-21 07:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. financial markets will pause Monday in observance of Presidents Day.</p><p>The New York Stock Exchange and Nasdaq will be closed on Feb. 21. And the Securities Industry and Financial Markets Association, or Sifma, is recommending no trading in dollar-denominated securities, meaning the closely watched 10-year Treasury note,  — as well as interest rates for money markets and certificates of deposit — will join the Dow Jones Industrial Average DJIA, , the S&amp;P 500 index SPX,  and the Nasdaq Composite Index COMP,  in a static state.</p><p>And trading in futures and options on CME Group CME,  exchanges will also be halted on Monday. In other words, there will be no settlements in trading in gold futures GCJ21 or crude oil CL.1, . However, traders will be able to deal in commodities on the Globex platform, with a pause starting after 1 p.m. Eastern.</p><p>So, here’s the skinny on so-called Presidents Day. Congress declared Washington’s Birthday a holiday in 1879, according to the Library of Congress. The republic’s first president was born on Feb. 22, 1732.</p><p>A number of sources indicate that the holiday was at first only celebrated within the District of Columbia but became widely recognized as a federal holiday in 1885, marking the first time an American individual was memorialized via a bank holiday.</p><p>The Uniform Holidays Act of 1968 changed the day of commemoration to the third Monday of February. The Library of Congress’s website says that the day’s designation was never changed to Presidents Day formally but is often referred to by that name because Feb. 12 is the birthday of the 16th U.S. president, Abraham Lincoln.</p><p>The holiday is still often referred to as Washington’s Birthday, and it is recognized by that name at the Intercontinental Exchange Inc.-owned  ICE,   New York Stock Exchange.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142681289","content_text":"U.S. financial markets will pause Monday in observance of Presidents Day.The New York Stock Exchange and Nasdaq will be closed on Feb. 21. And the Securities Industry and Financial Markets Association, or Sifma, is recommending no trading in dollar-denominated securities, meaning the closely watched 10-year Treasury note,  — as well as interest rates for money markets and certificates of deposit — will join the Dow Jones Industrial Average DJIA, , the S&P 500 index SPX,  and the Nasdaq Composite Index COMP,  in a static state.And trading in futures and options on CME Group CME,  exchanges will also be halted on Monday. In other words, there will be no settlements in trading in gold futures GCJ21 or crude oil CL.1, . However, traders will be able to deal in commodities on the Globex platform, with a pause starting after 1 p.m. Eastern.So, here’s the skinny on so-called Presidents Day. Congress declared Washington’s Birthday a holiday in 1879, according to the Library of Congress. The republic’s first president was born on Feb. 22, 1732.A number of sources indicate that the holiday was at first only celebrated within the District of Columbia but became widely recognized as a federal holiday in 1885, marking the first time an American individual was memorialized via a bank holiday.The Uniform Holidays Act of 1968 changed the day of commemoration to the third Monday of February. The Library of Congress’s website says that the day’s designation was never changed to Presidents Day formally but is often referred to by that name because Feb. 12 is the birthday of the 16th U.S. president, Abraham Lincoln.The holiday is still often referred to as Washington’s Birthday, and it is recognized by that name at the Intercontinental Exchange Inc.-owned  ICE,   New York Stock Exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074367344,"gmtCreate":1658299005788,"gmtModify":1676536137472,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Good news for US semiconductor companies","listText":"Good news for US semiconductor companies","text":"Good news for US semiconductor companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074367344","repostId":"2252224581","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094571501,"gmtCreate":1645195516326,"gmtModify":1676534007945,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Is it&nbsp;time for add more shares? Reduce average prices","listText":"Is it&nbsp;time for add more shares? Reduce average prices","text":"Is it time for add more shares? Reduce average prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094571501","repostId":"1149731102","repostType":2,"repost":{"id":"1149731102","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645194937,"share":"https://ttm.financial/m/news/1149731102?lang=&edition=fundamental","pubTime":"2022-02-18 22:35","market":"us","language":"en","title":"Intel Shares Fell Nearly 4% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149731102","media":"Tiger Newspress","summary":"Intel shares fell nearly 4% in morning trading.The massive market inflection toward EVs and AVs has ","content":"<html><head></head><body><p>Intel shares fell nearly 4% in morning trading.<img src=\"https://static.tigerbbs.com/85e974678873ff4d910ede99b4a08e34\" tg-width=\"715\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/>The massive market inflection toward EVs and AVs has led Intel Foundry Services (IFS) to form a dedicated automotive group to deliver that sector a complete set of chips and related tech, Intel announced Thursday.</p><p>“Automotive is going through a transition to autonomy and electrification,” IFS President Randhir Thakur said in a recorded session at Intel’s 2022 Investor Meeting. “To serve this market, there will be a dedicated automotive group within IFS.”</p><p>At its Investor Day conference on Thursday Intel said it expects its profit margin to drop this year and then be steady for several years as it invests in new technologies and factories to meet rising chip demand, but added it forecasts climbs from 2025.</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>Intel Shares Fell Nearly 4% in Morning Trading</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\">\nIntel Shares Fell Nearly 4% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-18 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel shares fell nearly 4% in morning trading.<img src=\"https://static.tigerbbs.com/85e974678873ff4d910ede99b4a08e34\" tg-width=\"715\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/>The massive market inflection toward EVs and AVs has led Intel Foundry Services (IFS) to form a dedicated automotive group to deliver that sector a complete set of chips and related tech, Intel announced Thursday.</p><p>“Automotive is going through a transition to autonomy and electrification,” IFS President Randhir Thakur said in a recorded session at Intel’s 2022 Investor Meeting. “To serve this market, there will be a dedicated automotive group within IFS.”</p><p>At its Investor Day conference on Thursday Intel said it expects its profit margin to drop this year and then be steady for several years as it invests in new technologies and factories to meet rising chip demand, but added it forecasts climbs from 2025.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149731102","content_text":"Intel shares fell nearly 4% in morning trading.The massive market inflection toward EVs and AVs has led Intel Foundry Services (IFS) to form a dedicated automotive group to deliver that sector a complete set of chips and related tech, Intel announced Thursday.“Automotive is going through a transition to autonomy and electrification,” IFS President Randhir Thakur said in a recorded session at Intel’s 2022 Investor Meeting. “To serve this market, there will be a dedicated automotive group within IFS.”At its Investor Day conference on Thursday Intel said it expects its profit margin to drop this year and then be steady for several years as it invests in new technologies and factories to meet rising chip demand, but added it forecasts climbs from 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057383455,"gmtCreate":1655465424277,"gmtModify":1676535644949,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>done buy more share","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>done buy more share","text":"$NikkoAM-STC Asia REIT(CFA.SI)$done buy more share","images":[{"img":"https://community-static.tradeup.com/news/838666d8aab5b8c1f6286ae02caa2bb9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057383455","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034699475,"gmtCreate":1647869969008,"gmtModify":1676534273876,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Slow start for this&nbsp;week","listText":"Slow start for this&nbsp;week","text":"Slow start for this week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034699475","repostId":"1152783369","repostType":2,"repost":{"id":"1152783369","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647869583,"share":"https://ttm.financial/m/news/1152783369?lang=&edition=fundamental","pubTime":"2022-03-21 21:33","market":"us","language":"en","title":"U.S.Stocks Open Slightly Lower as Investors Await Powell Remarks","url":"https://stock-news.laohu8.com/highlight/detail?id=1152783369","media":"Tiger Newspress","summary":"The S&P 500 was little changed Monday as U.S. stocks come off their best week in more than a year.Th","content":"<html><head></head><body><p>The S&amp;P 500 was little changed Monday as U.S. stocks come off their best week in more than a year.</p><p>The Dow Jones Industrial Average shed about 10 points, or 0.1%, as Boeing dropped about 5% after a China Eastern Airlines Boeing 737 passenger plane crashed. The S&amp;P 500 was near flat. The Nasdaq Composite was marginally lower.</p><p>Energy stocks rallied Monday as oil prices rose. Occidental Petroleum and Marathon Oil were among the top gainers on the S&amp;P 500, each rising more than 3%.</p><p>Oil prices gained about 4% on Monday, with Brent crude above $110 a barrel, as European Union nations considered joining the U.S. in an embargo on Russian oil.</p><p>Last week, the three major averages notched their best week since November 2020, boosted largely by growth stocks.</p><p>“The rally in equities over the past week was one of the sharpest on record. While it could go a bit higher ... we remain convicted it’s still a bear market and we would use this strength to position more defensively,” Morgan Stanley’s Michael Wilson said in a note Monday.</p><p>The S&amp;P 500 recouped nearly half of its correction losses last week as investors received highly anticipated clarity from the Federal Reserve, which raised interest rates for the first time since 2018. The central bank signaled it expects to raise rates at its remaining six meetings this year.</p><p>Market participants are also monitoring the war between Russia and Ukraine. Ukraine’s President Volodymyr Zelenskyy warned if peace talks with Russian leader Vladimir Putin fail, it would mean the start of a “third world war.”</p><p>Ukrainian and Russian officials have met intermittently for peace talks, which have failed to progress to key concessions. Ukraine has also rejected an ultimatum to surrender the city of Mariupol to Russian troops.</p><p>Investors are also evaluating a rise in Covid cases in Europe stemming from an emerging variant.</p><p>“We still don’t believe a sustainable bottom is in place, given our views that the geopolitical situation remains extremely fluid, inflation should continue to come in hot, and the growth outlook is weakening,” Wolfe Research’s Chris Senyek said in a note Monday.</p><p>The economic calendar is relatively light this week but several companies report earnings. Nike and Tencent Music report quarterly results after the market closes Monday.</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>U.S.Stocks Open Slightly Lower as Investors Await Powell Remarks</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\">\nU.S.Stocks Open Slightly Lower as Investors Await Powell Remarks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-21 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 was little changed Monday as U.S. stocks come off their best week in more than a year.</p><p>The Dow Jones Industrial Average shed about 10 points, or 0.1%, as Boeing dropped about 5% after a China Eastern Airlines Boeing 737 passenger plane crashed. The S&amp;P 500 was near flat. The Nasdaq Composite was marginally lower.</p><p>Energy stocks rallied Monday as oil prices rose. Occidental Petroleum and Marathon Oil were among the top gainers on the S&amp;P 500, each rising more than 3%.</p><p>Oil prices gained about 4% on Monday, with Brent crude above $110 a barrel, as European Union nations considered joining the U.S. in an embargo on Russian oil.</p><p>Last week, the three major averages notched their best week since November 2020, boosted largely by growth stocks.</p><p>“The rally in equities over the past week was one of the sharpest on record. While it could go a bit higher ... we remain convicted it’s still a bear market and we would use this strength to position more defensively,” Morgan Stanley’s Michael Wilson said in a note Monday.</p><p>The S&amp;P 500 recouped nearly half of its correction losses last week as investors received highly anticipated clarity from the Federal Reserve, which raised interest rates for the first time since 2018. The central bank signaled it expects to raise rates at its remaining six meetings this year.</p><p>Market participants are also monitoring the war between Russia and Ukraine. Ukraine’s President Volodymyr Zelenskyy warned if peace talks with Russian leader Vladimir Putin fail, it would mean the start of a “third world war.”</p><p>Ukrainian and Russian officials have met intermittently for peace talks, which have failed to progress to key concessions. Ukraine has also rejected an ultimatum to surrender the city of Mariupol to Russian troops.</p><p>Investors are also evaluating a rise in Covid cases in Europe stemming from an emerging variant.</p><p>“We still don’t believe a sustainable bottom is in place, given our views that the geopolitical situation remains extremely fluid, inflation should continue to come in hot, and the growth outlook is weakening,” Wolfe Research’s Chris Senyek said in a note Monday.</p><p>The economic calendar is relatively light this week but several companies report earnings. Nike and Tencent Music report quarterly results after the market closes Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152783369","content_text":"The S&P 500 was little changed Monday as U.S. stocks come off their best week in more than a year.The Dow Jones Industrial Average shed about 10 points, or 0.1%, as Boeing dropped about 5% after a China Eastern Airlines Boeing 737 passenger plane crashed. The S&P 500 was near flat. The Nasdaq Composite was marginally lower.Energy stocks rallied Monday as oil prices rose. Occidental Petroleum and Marathon Oil were among the top gainers on the S&P 500, each rising more than 3%.Oil prices gained about 4% on Monday, with Brent crude above $110 a barrel, as European Union nations considered joining the U.S. in an embargo on Russian oil.Last week, the three major averages notched their best week since November 2020, boosted largely by growth stocks.“The rally in equities over the past week was one of the sharpest on record. While it could go a bit higher ... we remain convicted it’s still a bear market and we would use this strength to position more defensively,” Morgan Stanley’s Michael Wilson said in a note Monday.The S&P 500 recouped nearly half of its correction losses last week as investors received highly anticipated clarity from the Federal Reserve, which raised interest rates for the first time since 2018. The central bank signaled it expects to raise rates at its remaining six meetings this year.Market participants are also monitoring the war between Russia and Ukraine. Ukraine’s President Volodymyr Zelenskyy warned if peace talks with Russian leader Vladimir Putin fail, it would mean the start of a “third world war.”Ukrainian and Russian officials have met intermittently for peace talks, which have failed to progress to key concessions. Ukraine has also rejected an ultimatum to surrender the city of Mariupol to Russian troops.Investors are also evaluating a rise in Covid cases in Europe stemming from an emerging variant.“We still don’t believe a sustainable bottom is in place, given our views that the geopolitical situation remains extremely fluid, inflation should continue to come in hot, and the growth outlook is weakening,” Wolfe Research’s Chris Senyek said in a note Monday.The economic calendar is relatively light this week but several companies report earnings. Nike and Tencent Music report quarterly results after the market closes Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964704862,"gmtCreate":1670204379157,"gmtModify":1676538319352,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","text":"$NikkoAM-STC Asia REIT(CFA.SI)$","images":[{"img":"https://community-static.tradeup.com/news/a49736f3878c2b911f40355b0df95a25","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964704862","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037503199,"gmtCreate":1648130648512,"gmtModify":1676534307557,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Thats great","listText":"Thats great","text":"Thats great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037503199","repostId":"1104132867","repostType":4,"repost":{"id":"1104132867","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648130469,"share":"https://ttm.financial/m/news/1104132867?lang=&edition=fundamental","pubTime":"2022-03-24 22:01","market":"us","language":"en","title":"Semiconductor Stocks Rose in Morning Trading, With Nvidia and Intel Jumping above 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104132867","media":"Tiger Newspress","summary":"Semiconductor stocks rose in morning trading, with Nvidia and Intel jumping above 3%.","content":"<html><head></head><body><p>Semiconductor stocks rose in morning trading, with Nvidia and Intel jumping above 3%.<img src=\"https://static.tigerbbs.com/f9fb320e7e8b8de543c3f4be71d08b49\" tg-width=\"321\" tg-height=\"325\" width=\"100%\" height=\"auto\"/></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>Semiconductor Stocks Rose in Morning Trading, With Nvidia and Intel Jumping above 3%</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\">\nSemiconductor Stocks Rose in Morning Trading, With Nvidia and Intel Jumping above 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-24 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks rose in morning trading, with Nvidia and Intel jumping above 3%.<img src=\"https://static.tigerbbs.com/f9fb320e7e8b8de543c3f4be71d08b49\" tg-width=\"321\" tg-height=\"325\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104132867","content_text":"Semiconductor stocks rose in morning trading, with Nvidia and Intel jumping above 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904706628,"gmtCreate":1660093173367,"gmtModify":1703477795485,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Semiconductor still in demand in future. There is a lot potential &amp; competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice","listText":"Semiconductor still in demand in future. There is a lot potential &amp; competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice","text":"Semiconductor still in demand in future. There is a lot potential & competition between them very good. Due to economy problem today, it seems like hokd or buy is good choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904706628","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":6,"crmLevelSwitch":1,"idStr":"4103089604754610","authorIdStr":"4103089604754610"},"content":"thanks for the share","text":"thanks for the share","html":"thanks for the share"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074559035,"gmtCreate":1658376881027,"gmtModify":1676536150284,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074559035","repostId":"1191638367","repostType":2,"repost":{"id":"1191638367","kind":"news","pubTimestamp":1658373602,"share":"https://ttm.financial/m/news/1191638367?lang=&edition=fundamental","pubTime":"2022-07-21 11:20","market":"us","language":"en","title":"Intel's And AMD's Places In The Chip Cycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1191638367","media":"Seeking Alpha","summary":"SummaryMy last chip article analyzed Nvidia and Micron to argue that we are currently in the downtur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>My last chip article analyzed Nvidia and Micron to argue that we are currently in the downturn stage of the cycle.</li><li>This article extends the analyses to Intel and AMD, and the thesis is twofold.</li><li>First, I foresee the current downturn stage to last into late 2022 or early 2023 for Intel and AMD as well. And I have seen signs of their valuation reaching bottoms already.</li><li>Second, among these four, you will see that Micron has suffered the most and Intel the least severity during this chip cycle.</li><li>Based on these results, I will also discuss the implications for valuation, projected returns, and risk control in the chip space.</li></ul><p><b>The investment thesis</b></p><p>I co-produced an article last week with Sensor Unlimited focusing on the cyclicity of the chip business. The article used NVIDIA Corporation (NVDA) and Micron Technology, Inc. (MU) as examples to illustrate the stage of the cycle we are currently in. The main takeaways from that article were the following two predictions:</p><blockquote><ul><li><i>The current contraction cycle will reach its worst in the next 6 to 12 months, if history is of any guidance, i.e., around later 2022 or early 2023.</i></li><li><i>Although valuation is forever forward-looking and always reacts more hastily. Historically, valuation has led businessesfundamentals by about 5 to 10 months and seems already raced to the bottom for both MU and NVDA in this current downturn cycle.</i></li></ul></blockquote><p>The article has been very well received by SA readers (and we&#39;re very grateful and flattered) and has received extensive comments. Many of the comments are so thought-provoking that addressing them would merit separate articles (and we do plan to do that eventually down the road). Today, we want to address the following question that was a common theme in the comment section of our earlier article. The question is: then how about Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD)? What are their places in the chip cycle?</p><p>It is kind of a loaded question, and readers have unpacked it into the following two parts for us:</p><ol><li>What are their places in the current cycle? Or in other words, which stage of the cycle are INTC and AMD in currently? My answer is that it is very similar to NVDA and MU. We will walk you through the analysis next, and you will see lots of similarities to what you&#39;ve seen in NVDA and MU. That is, they seem to be also following the historical chip cycles of 3.5 to 4 years. They are experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them.</li><li>What are their places among the chip stocks? Or in other words, are they more or less cyclical than NVDA or MU? This is the more interesting result for us. And for readers who cannot wait, the answers are in the second last section toward the end (and spoiler alert: MU has been the most cyclical stock and INTC the least). We happen to own both MU and INTC (but not AMD and NVDA). In the final sections, I will also provide some thoughts on why we pick the least and most cyclical ones instead of the ones in the mid.</li></ol><p>Finally, in terms of valuation, the market is always forward-looking. And as a result, valuation for all chip stocks seems already raced to the bottom ahead of fundamentals, maybe with the exception of INTC (whose situation is complicated, in a good way in my view, by its foundry initiative). Its bottom may have already passed. And we will elaborate on the nuances toward the end.</p><p><b>Which stage of the current cycle are INTC and AMD in?</b></p><p>First, for readers who are not familiar with my earlier article, the chart below shows the last two cycles for NVDA and MU in the past 10 years. You see the sine wave behavior of growth and decline, with a cyclicality of about 4 years from peak to peak (or bottom to bottom).</p><p><img src=\"https://static.tigerbbs.com/7fe00777c85fe9898934d093206b5d8a\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The chart below shows the same information, the quarterly revenues change YoY, for INTC and AMD over the past 10 years. You see the same similar sine wave behavior for both of them. AMD demonstrates the cycles more dramatically and INTC less. INTC is actually the least cyclical one among these four (and we will detail the reasons toward the end). You can clearly see AMD&#39;s previous chip expansion cycle peaked in 2014 and peaked again toward mid-2018, resulting in a peak-to-peak duration of about 4.5 years. Similarly, AMD&#39;s previous contracting cycle reached its worst in mid-2015 and again in early 2019, resulting in a bottom-to-bottom duration of about 3.1 years. The exact numbers show some variances relative to the average 4-year cycle. But they are close enough, and the broader patterns are identical to those observed for NVDA and MU.</p><p><img src=\"https://static.tigerbbs.com/e19bc2864e560a56e2ba589a84dadfa4\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Looking forward, I foresee the next steps to be like the following as detailed in our article last week:</p><blockquote><i>On the demand side, the market will first have to digest the chips that they have hoarded. On the supply side, they will have to sell their own accumulated inventory first, which will take some time as the demand will be lower. Then the next logical step is either to reduce the price and/or also scale back production.</i></blockquote><p>In late June, MU Chief Business Officer Sumit Sadana already mentioned that MU would reduce production. I have not heard about any similar announcement from INTC or AMD yet. But I am seeing similar signs at both places based on their asset turnover rates (&#34;ATR,&#34; aka asset utilization) as shown in the chart below. The ATR for INTC has been fluctuating in a range between about 0.746x and 0.475x with an average of 0.571x in the past 10 years. And its current ATR of 0.475x IS the lower end of that range. Also note the sharp decline of the ATR since mid-2020, when its ATR plunged from the historical average level of 0.571x to the current 10-year bottom level.</p><p>The picture for AMD is very similar as shown in the bottom panel of the chart below. The main difference is that it is much more dramatic because the stock is more cyclical than INTC. The ATR for AMD has been fluctuating in a range between about 1.72x and 0.85x with an average of 1.34x in the past 10 years. And its current ATR of 0.849x is also the lower end of that range. Furthermore, note the sharp decline of its ATR over the past quarter. It literally went over a cliff, dropping vertically from the top 25% quartile of 1.52x to the current 10-year bottom level.</p><p>To reiterate, I see all four chip stocks in a similar stage in this current cycle, which is the beginning of the contracting stage in terms of business fundamentals. Next, we will examine their valuation cycle, and you will see the valuation cycle always acts more hastily.</p><p><img src=\"https://static.tigerbbs.com/2562e9ecc13051938b05e1677dd5bcbf\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The forever forward-looking nature of P/E</p><p>Also as commented in our article last week:</p><blockquote><i>Investors are always forward-looking (like what I am doing here). And the current valuation always tries to price in future developments. For this reason, valuation always leads business fundamentals as you can clearly see from the following charts. Even though the</i> <i>fundamentals have not bottomed yet (actually the chip sector is still reporting positive growth if you recall from the early charts), their PE ratios already reached a multi-year bottom.</i></blockquote><p>The chart in the above quote refers to the next one, illustrating how MU&#39;s P/E (both peak and bottom) has led business fundamentals by about 5 to 10 months.</p><p><img src=\"https://static.tigerbbs.com/b005c32bad6fdc51ca3585ed1ec619aa\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The picture for INTC and AMD are very similar as shown below in the next chart. Here again, their valuations have already reached the bottom as you can see from the following chart even though fundamentals have not (quarterly revenues are still showing positive growth YOY). In the case of INTC, its valuation may have already passed the bottom if you zoom into the data in the past 1 or 2 years. To wit, the lowest normalized P/E for AMD has been about 27.4x and occurred for the last time around mid-2021. Its current normalized P/E of 31.7x is not that far from the 10-year bottom. For INTC, the lowest normalized P/E has been about 8.97x, and it just occurred early this year.</p><p><img src=\"https://static.tigerbbs.com/94a8483f646902986935406b35298919\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The following chart for AMD illustrates the leading nature of the PE multiple more clearly. The chart shows the YoY quarterly revenue growth of AMD overlaid with its P/S ratio during the last cycle. I am using the P/S ratio here because the earnings for AMD were too volatile in the beginning part of the decade. As you can see, in its last contraction cycle, its P/S bottomed in early 2018, about 1 year ahead of its fundamentals (its contraction did not end till mid-2019). Then in its last expansion cycle, its P/S peaked in late 2020, leading its fundamentals by about 1 year also.</p><p>Again, the exact numbers are different from stock to stock and can show some variance. For example, if you recall, the lead in MU&#39;s case was about 5 to 10 months. But in investing, being approximately right (or directionally right) can already help us make sound decisions.</p><p><img src=\"https://static.tigerbbs.com/6f5ee1a85a83134da9b2101eea0045bd\" tg-width=\"640\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Expected return</b></p><p>As long-term investors, our approach to return projection is relatively simple. Long-term return is the sum of the owner&#39;s earning yield (&#34;OEY&#34;) and perpetual growth rates. Details can be found in our earlier article and the results for these four chips stocks are summarized in the table below. As seen, under current conditions, MU provides the highest expected annual return (17.2%), followed by INTC (14.8%), then by AMD (10.3%), and finally NVDA (9.5%). All four are very attractive now. All of them are offering enticing odds for double-digit annual returns in the long term, far exceeding my projection of about 6% for the overall market.</p><p><img src=\"https://static.tigerbbs.com/a121e522f308eaaf1585126b2cf4b2f2\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p><b>The most and least cyclical chip stock</b></p><p>We&#39;ve touched on this in the previous sections. But here let&#39;s take a focused look at the second part of the readers&#39; question: what are INTC and AMD&#39;s places among the chip stocks in terms of cyclicality? After reviewing all the results above, my conclusion is that MU has been the most cyclical stock and INTC the least. The reasons are multifaceted. For the sake of brevity, I will only cite the top one.</p><p>The first one involves the diversification of revenue sources. As you can see from the chart below, MU is among the least diversified in terms of revenue exposure. It derives more than 85.5% of its revenues from memory semiconductors and another 14.3% from data storage hardware (which add up to more than 99% already). And both memory semiconductors and hardware happen to be among the most discretionary items in the semiconductor ecosystem. In contrast, INTC&#39;s revenue sources are better diversified and less discretionary. Its largest revenue source is Processor Semiconductors (84% of total revenues), but processors are less discretionary than storage devices and INTC still dominates the CPU market. Then for the remainder of 16%, INTC is also better diversified across Memory Semiconductors, Specialized Semiconductors, programmable semiconductors, and consumer vehicle parts manufacturing. Looking forwards, its foundry initiative will further strengthen its diversification, as argued in ourearlier article.</p><p>Due to these factors, you can see from the second chart below that MU (the green line) has demonstrated the largest magnitude in its sine wave fluctuation. Peak quarterly growth YoY has been around 100%, and the worst contraction around -50%. In contrast, INTC (the purple line) has demonstrated the smallest magnitude of fluctuation. Both peak growth and contraction have been typically in the teens range.</p><p><img src=\"https://static.tigerbbs.com/e134c7ec959de10603d64085f4810ebf\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet</p><p><img src=\"https://static.tigerbbs.com/becd90b4e684b66c0bd8035bbdebd8b5\" tg-width=\"640\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Final thoughts and other risks</b></p><p>To sum up, I see INTC and AMD in a similar stage in the current chip cycle as NVDA and MU. If history is of any guidance, they all have been following a cycle of about 4 years. They are all experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them. In terms of their places among the four chip stocks, MU has been the most cyclical one and INTC the least in the past. And I expect this same trend to act out again in this current cycle.</p><p>Now risks and implications for investors. Depending on your view and investment style, being the most cyclical stock in the pack, MU can either be the one with the lowest or highest risk. Obviously, you can argue it has the highest risk because it is the most cyclical. But on the other side (which is the side I am taking myself), you can also argue since it&#39;s the most cyclical stock, its valuation suffers the most contraction during the downturn and therefore leaves the largest margin of safety.</p><p>There are also other risks surrounding all chips stocks besides cyclicality. These risks include currency headwinds, geopolitical risks, global supply chain disruptions, sensitivity to crypto mining, et al. These risks have been detailed both in our own articles and by other SA writers. And we won&#39;t repeat them here.</p><p>Here I think it is more important to explain our thinking of owning both MU and INTC, the most and least cyclical in the pack, instead of AMD and NVDA (the ones in the middle). Besides the consideration of a margin of safety and INTC&#39;s foundry initiatives, the top reason on my mind for owning INTC is diversification at a grand scale by the so-called barbell model. As I always remind our readers and marketplace members, diversification across stocks is the <i>last</i> consideration in investing. The grand scheme starts with risk isolation. And the best strategy I know from experience for risk isolation is a barbell model - do not invest in something with <i>mild</i> risk. Instead, invest in something with risk above and something below at the same time.</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>Intel's And AMD's Places In The Chip Cycle</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\">\nIntel's And AMD's Places In The Chip Cycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524569-intels-and-amds-places-in-the-chip-cycle?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy last chip article analyzed Nvidia and Micron to argue that we are currently in the downturn stage of the cycle.This article extends the analyses to Intel and AMD, and the thesis is twofold....</p>\n\n<a href=\"https://seekingalpha.com/article/4524569-intels-and-amds-places-in-the-chip-cycle?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4524569-intels-and-amds-places-in-the-chip-cycle?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191638367","content_text":"SummaryMy last chip article analyzed Nvidia and Micron to argue that we are currently in the downturn stage of the cycle.This article extends the analyses to Intel and AMD, and the thesis is twofold.First, I foresee the current downturn stage to last into late 2022 or early 2023 for Intel and AMD as well. And I have seen signs of their valuation reaching bottoms already.Second, among these four, you will see that Micron has suffered the most and Intel the least severity during this chip cycle.Based on these results, I will also discuss the implications for valuation, projected returns, and risk control in the chip space.The investment thesisI co-produced an article last week with Sensor Unlimited focusing on the cyclicity of the chip business. The article used NVIDIA Corporation (NVDA) and Micron Technology, Inc. (MU) as examples to illustrate the stage of the cycle we are currently in. The main takeaways from that article were the following two predictions:The current contraction cycle will reach its worst in the next 6 to 12 months, if history is of any guidance, i.e., around later 2022 or early 2023.Although valuation is forever forward-looking and always reacts more hastily. Historically, valuation has led businessesfundamentals by about 5 to 10 months and seems already raced to the bottom for both MU and NVDA in this current downturn cycle.The article has been very well received by SA readers (and we're very grateful and flattered) and has received extensive comments. Many of the comments are so thought-provoking that addressing them would merit separate articles (and we do plan to do that eventually down the road). Today, we want to address the following question that was a common theme in the comment section of our earlier article. The question is: then how about Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD)? What are their places in the chip cycle?It is kind of a loaded question, and readers have unpacked it into the following two parts for us:What are their places in the current cycle? Or in other words, which stage of the cycle are INTC and AMD in currently? My answer is that it is very similar to NVDA and MU. We will walk you through the analysis next, and you will see lots of similarities to what you've seen in NVDA and MU. That is, they seem to be also following the historical chip cycles of 3.5 to 4 years. They are experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them.What are their places among the chip stocks? Or in other words, are they more or less cyclical than NVDA or MU? This is the more interesting result for us. And for readers who cannot wait, the answers are in the second last section toward the end (and spoiler alert: MU has been the most cyclical stock and INTC the least). We happen to own both MU and INTC (but not AMD and NVDA). In the final sections, I will also provide some thoughts on why we pick the least and most cyclical ones instead of the ones in the mid.Finally, in terms of valuation, the market is always forward-looking. And as a result, valuation for all chip stocks seems already raced to the bottom ahead of fundamentals, maybe with the exception of INTC (whose situation is complicated, in a good way in my view, by its foundry initiative). Its bottom may have already passed. And we will elaborate on the nuances toward the end.Which stage of the current cycle are INTC and AMD in?First, for readers who are not familiar with my earlier article, the chart below shows the last two cycles for NVDA and MU in the past 10 years. You see the sine wave behavior of growth and decline, with a cyclicality of about 4 years from peak to peak (or bottom to bottom).Seeking AlphaThe chart below shows the same information, the quarterly revenues change YoY, for INTC and AMD over the past 10 years. You see the same similar sine wave behavior for both of them. AMD demonstrates the cycles more dramatically and INTC less. INTC is actually the least cyclical one among these four (and we will detail the reasons toward the end). You can clearly see AMD's previous chip expansion cycle peaked in 2014 and peaked again toward mid-2018, resulting in a peak-to-peak duration of about 4.5 years. Similarly, AMD's previous contracting cycle reached its worst in mid-2015 and again in early 2019, resulting in a bottom-to-bottom duration of about 3.1 years. The exact numbers show some variances relative to the average 4-year cycle. But they are close enough, and the broader patterns are identical to those observed for NVDA and MU.Seeking AlphaLooking forward, I foresee the next steps to be like the following as detailed in our article last week:On the demand side, the market will first have to digest the chips that they have hoarded. On the supply side, they will have to sell their own accumulated inventory first, which will take some time as the demand will be lower. Then the next logical step is either to reduce the price and/or also scale back production.In late June, MU Chief Business Officer Sumit Sadana already mentioned that MU would reduce production. I have not heard about any similar announcement from INTC or AMD yet. But I am seeing similar signs at both places based on their asset turnover rates (\"ATR,\" aka asset utilization) as shown in the chart below. The ATR for INTC has been fluctuating in a range between about 0.746x and 0.475x with an average of 0.571x in the past 10 years. And its current ATR of 0.475x IS the lower end of that range. Also note the sharp decline of the ATR since mid-2020, when its ATR plunged from the historical average level of 0.571x to the current 10-year bottom level.The picture for AMD is very similar as shown in the bottom panel of the chart below. The main difference is that it is much more dramatic because the stock is more cyclical than INTC. The ATR for AMD has been fluctuating in a range between about 1.72x and 0.85x with an average of 1.34x in the past 10 years. And its current ATR of 0.849x is also the lower end of that range. Furthermore, note the sharp decline of its ATR over the past quarter. It literally went over a cliff, dropping vertically from the top 25% quartile of 1.52x to the current 10-year bottom level.To reiterate, I see all four chip stocks in a similar stage in this current cycle, which is the beginning of the contracting stage in terms of business fundamentals. Next, we will examine their valuation cycle, and you will see the valuation cycle always acts more hastily.Seeking AlphaThe forever forward-looking nature of P/EAlso as commented in our article last week:Investors are always forward-looking (like what I am doing here). And the current valuation always tries to price in future developments. For this reason, valuation always leads business fundamentals as you can clearly see from the following charts. Even though the fundamentals have not bottomed yet (actually the chip sector is still reporting positive growth if you recall from the early charts), their PE ratios already reached a multi-year bottom.The chart in the above quote refers to the next one, illustrating how MU's P/E (both peak and bottom) has led business fundamentals by about 5 to 10 months.Seeking AlphaThe picture for INTC and AMD are very similar as shown below in the next chart. Here again, their valuations have already reached the bottom as you can see from the following chart even though fundamentals have not (quarterly revenues are still showing positive growth YOY). In the case of INTC, its valuation may have already passed the bottom if you zoom into the data in the past 1 or 2 years. To wit, the lowest normalized P/E for AMD has been about 27.4x and occurred for the last time around mid-2021. Its current normalized P/E of 31.7x is not that far from the 10-year bottom. For INTC, the lowest normalized P/E has been about 8.97x, and it just occurred early this year.Seeking AlphaThe following chart for AMD illustrates the leading nature of the PE multiple more clearly. The chart shows the YoY quarterly revenue growth of AMD overlaid with its P/S ratio during the last cycle. I am using the P/S ratio here because the earnings for AMD were too volatile in the beginning part of the decade. As you can see, in its last contraction cycle, its P/S bottomed in early 2018, about 1 year ahead of its fundamentals (its contraction did not end till mid-2019). Then in its last expansion cycle, its P/S peaked in late 2020, leading its fundamentals by about 1 year also.Again, the exact numbers are different from stock to stock and can show some variance. For example, if you recall, the lead in MU's case was about 5 to 10 months. But in investing, being approximately right (or directionally right) can already help us make sound decisions.Seeking AlphaExpected returnAs long-term investors, our approach to return projection is relatively simple. Long-term return is the sum of the owner's earning yield (\"OEY\") and perpetual growth rates. Details can be found in our earlier article and the results for these four chips stocks are summarized in the table below. As seen, under current conditions, MU provides the highest expected annual return (17.2%), followed by INTC (14.8%), then by AMD (10.3%), and finally NVDA (9.5%). All four are very attractive now. All of them are offering enticing odds for double-digit annual returns in the long term, far exceeding my projection of about 6% for the overall market.AuthorThe most and least cyclical chip stockWe've touched on this in the previous sections. But here let's take a focused look at the second part of the readers' question: what are INTC and AMD's places among the chip stocks in terms of cyclicality? After reviewing all the results above, my conclusion is that MU has been the most cyclical stock and INTC the least. The reasons are multifaceted. For the sake of brevity, I will only cite the top one.The first one involves the diversification of revenue sources. As you can see from the chart below, MU is among the least diversified in terms of revenue exposure. It derives more than 85.5% of its revenues from memory semiconductors and another 14.3% from data storage hardware (which add up to more than 99% already). And both memory semiconductors and hardware happen to be among the most discretionary items in the semiconductor ecosystem. In contrast, INTC's revenue sources are better diversified and less discretionary. Its largest revenue source is Processor Semiconductors (84% of total revenues), but processors are less discretionary than storage devices and INTC still dominates the CPU market. Then for the remainder of 16%, INTC is also better diversified across Memory Semiconductors, Specialized Semiconductors, programmable semiconductors, and consumer vehicle parts manufacturing. Looking forwards, its foundry initiative will further strengthen its diversification, as argued in ourearlier article.Due to these factors, you can see from the second chart below that MU (the green line) has demonstrated the largest magnitude in its sine wave fluctuation. Peak quarterly growth YoY has been around 100%, and the worst contraction around -50%. In contrast, INTC (the purple line) has demonstrated the smallest magnitude of fluctuation. Both peak growth and contraction have been typically in the teens range.FactSetSeeking AlphaFinal thoughts and other risksTo sum up, I see INTC and AMD in a similar stage in the current chip cycle as NVDA and MU. If history is of any guidance, they all have been following a cycle of about 4 years. They are all experiencing the downturn stage of the cycle now, and I foresee the current downturn stage to last into late 2022 or early 2023 for all four of them. In terms of their places among the four chip stocks, MU has been the most cyclical one and INTC the least in the past. And I expect this same trend to act out again in this current cycle.Now risks and implications for investors. Depending on your view and investment style, being the most cyclical stock in the pack, MU can either be the one with the lowest or highest risk. Obviously, you can argue it has the highest risk because it is the most cyclical. But on the other side (which is the side I am taking myself), you can also argue since it's the most cyclical stock, its valuation suffers the most contraction during the downturn and therefore leaves the largest margin of safety.There are also other risks surrounding all chips stocks besides cyclicality. These risks include currency headwinds, geopolitical risks, global supply chain disruptions, sensitivity to crypto mining, et al. These risks have been detailed both in our own articles and by other SA writers. And we won't repeat them here.Here I think it is more important to explain our thinking of owning both MU and INTC, the most and least cyclical in the pack, instead of AMD and NVDA (the ones in the middle). Besides the consideration of a margin of safety and INTC's foundry initiatives, the top reason on my mind for owning INTC is diversification at a grand scale by the so-called barbell model. As I always remind our readers and marketplace members, diversification across stocks is the last consideration in investing. The grand scheme starts with risk isolation. And the best strategy I know from experience for risk isolation is a barbell model - do not invest in something with mild risk. Instead, invest in something with risk above and something below at the same time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038994826,"gmtCreate":1646707655424,"gmtModify":1676534153447,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038994826","repostId":"1197753178","repostType":2,"repost":{"id":"1197753178","kind":"news","pubTimestamp":1646706435,"share":"https://ttm.financial/m/news/1197753178?lang=&edition=fundamental","pubTime":"2022-03-08 10:27","market":"us","language":"en","title":"Intel Mobileye IPO: 10 Things to Know as the Self-Driving Unit Files to Come Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1197753178","media":"InvestorPlace","summary":"Mobileye is expected to IPO during the second half of this year","content":"<html><head></head><body><p>Shares of <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) are basically flat on the day despite a <b>Mobileye</b> initial public offering (IPO) update. The chipmaker announced today that its Mobileye unit has filed paperwork to the U.S. Securities and Exchange Commission (SEC) for an IPO. However, the filing is not yet available to the public because Intel utilized the confidential filing provision.</p><p>Mobileye is an Israeli-based self-driving technology company that was acquired by Intel in 2017 for $15.3 billion. Last year, the company reported revenue of $1.4 billion, up about 40% year-over-year. According to people familiar with the matter, Mobileye is likely to IPO at a valuation near $50 billion.</p><p>In the past, Mobileye has collaborated with companies such as <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>),<b>General Motors</b> (NYSE:<b><u>GM</u></b>) and <b>BMW</b>(OTCMKTS:<b><u>BMWYY</u></b>). The company ended its partnership with Tesla in 2016 due to “disagreements about how the technology was deployed.”</p><p>In addition, Intel expects the IPO to occur sometime during the second half of this year. The company announced last December that it had plans to take the self-driving company public.</p><p>So, what else should investors know about the Mobileye IPO? Let’s jump right in.</p><p><b>INTC Stock: What to Know About the Mobileye IPO</b></p><ol><li>Mobileye’s philosophy is that “if a human can drive a car based on vision alone — so can a computer.”</li><li>Intel has not yet disclosed the price range for the IPO or the number of shares it plans to offer.</li><li>Mobileye was previously listed on the <b>New York Stock Exchange</b> before Intel’s acquisition took it private.</li><li>After the IPO, Intel expects to retain a majority stake in Mobileye.</li><li>Mobileye’s team of 1,700 employees develops advanced driver-assistance systems (ADAS) for other automakers or original equipment manufacturers (OEMs).</li><li>The company also produces cameras, software and computer chips for OEMs. However, Mobileye’s core business focuses on creating camera-based systems to assist in self-driving and safety precautions.</li><li>More than 100 million vehicles worldwide are “equipped with Mobileye technology.” In addition, more than 300 car models utilize the company’s technology.</li><li>Furthermore, more than 25 global automakers collaborate with Mobileye to aid self-driving safety.</li><li>Last year, the company tested self-driving car prototypes in several major cities, which included Shanghai, Paris and Detroit.</li><li>Looking ahead, Mobileye plans on building its own light detection and ranging (LiDAR) system. The Israeli-based company currently uses LiDAR technology from <b>Luminar Technologies</b>(NASDAQ:<b><u>LAZR</u></b>).</li></ol></body></html>","source":"lsy1606302653667","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>Intel Mobileye IPO: 10 Things to Know as the Self-Driving Unit Files to Come Public</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\">\nIntel Mobileye IPO: 10 Things to Know as the Self-Driving Unit Files to Come Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/intel-mobileye-ipo-10-things-to-know-as-the-self-driving-unit-files-to-come-public/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Intel(NASDAQ:INTC) are basically flat on the day despite a Mobileye initial public offering (IPO) update. The chipmaker announced today that its Mobileye unit has filed paperwork to the U.S....</p>\n\n<a href=\"https://investorplace.com/2022/03/intel-mobileye-ipo-10-things-to-know-as-the-self-driving-unit-files-to-come-public/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/2022/03/intel-mobileye-ipo-10-things-to-know-as-the-self-driving-unit-files-to-come-public/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197753178","content_text":"Shares of Intel(NASDAQ:INTC) are basically flat on the day despite a Mobileye initial public offering (IPO) update. The chipmaker announced today that its Mobileye unit has filed paperwork to the U.S. Securities and Exchange Commission (SEC) for an IPO. However, the filing is not yet available to the public because Intel utilized the confidential filing provision.Mobileye is an Israeli-based self-driving technology company that was acquired by Intel in 2017 for $15.3 billion. Last year, the company reported revenue of $1.4 billion, up about 40% year-over-year. According to people familiar with the matter, Mobileye is likely to IPO at a valuation near $50 billion.In the past, Mobileye has collaborated with companies such as Tesla (NASDAQ:TSLA),General Motors (NYSE:GM) and BMW(OTCMKTS:BMWYY). The company ended its partnership with Tesla in 2016 due to “disagreements about how the technology was deployed.”In addition, Intel expects the IPO to occur sometime during the second half of this year. The company announced last December that it had plans to take the self-driving company public.So, what else should investors know about the Mobileye IPO? Let’s jump right in.INTC Stock: What to Know About the Mobileye IPOMobileye’s philosophy is that “if a human can drive a car based on vision alone — so can a computer.”Intel has not yet disclosed the price range for the IPO or the number of shares it plans to offer.Mobileye was previously listed on the New York Stock Exchange before Intel’s acquisition took it private.After the IPO, Intel expects to retain a majority stake in Mobileye.Mobileye’s team of 1,700 employees develops advanced driver-assistance systems (ADAS) for other automakers or original equipment manufacturers (OEMs).The company also produces cameras, software and computer chips for OEMs. However, Mobileye’s core business focuses on creating camera-based systems to assist in self-driving and safety precautions.More than 100 million vehicles worldwide are “equipped with Mobileye technology.” In addition, more than 300 car models utilize the company’s technology.Furthermore, more than 25 global automakers collaborate with Mobileye to aid self-driving safety.Last year, the company tested self-driving car prototypes in several major cities, which included Shanghai, Paris and Detroit.Looking ahead, Mobileye plans on building its own light detection and ranging (LiDAR) system. The Israeli-based company currently uses LiDAR technology from Luminar Technologies(NASDAQ:LAZR).","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075273648,"gmtCreate":1658213799184,"gmtModify":1676536123319,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Go intel go","listText":"Go intel go","text":"Go intel go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075273648","repostId":"1137926814","repostType":2,"repost":{"id":"1137926814","kind":"news","pubTimestamp":1658211987,"share":"https://ttm.financial/m/news/1137926814?lang=&edition=fundamental","pubTime":"2022-07-19 14:26","market":"us","language":"en","title":"Intel: An Update On The Turnaround Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1137926814","media":"Seeking Alpha","summary":"SummaryIntel 4 offers an impressive 2x density improvement compared to Intel 7, and its mass product","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel 4 offers an impressive 2x density improvement compared to Intel 7, and its mass production remains a strong catalyst for INTC.</li><li>The progress of the company&#39;s turnaround plan is evident, and the semiconductor giant is getting closer to its goal of regaining market leadership.</li><li>INTC is deeply undervalued, and investors willing to lock their money with the stock for three to four years will enjoy superior returns.</li></ul><p><b>Investment Thesis - Update</b></p><p>There have been a lot of apprehensions in the market regarding the turnaround strategy, IDM 2.0, that Intel Corporation&#39;s (NASDAQ:INTC) current CEO Patrick Gelsinger has so vehemently pursued since joining the company in 2021. Intel, without doubt, had become complacent and started to cede its leadership position in the chip industry to other competitors.</p><p>At this point in time, investors should focus on the company&#39;s technical and operational updates rather than historical financial metrics. So instead, this report explores the company&#39;s recent updates and progress. Regardless, since the launch of IDM 2.0, I firmly believe Intel is back on track and the current year updates on this strategy further support my initial bullish thesis on the firm.</p><p><img src=\"https://static.tigerbbs.com/ddf09c82efc1933ee41417626c772242\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYChartsIntel 4 - Catching Up With Competition</p><p>I have previously listed Intel 4 (7nm chip) production as one of the crucial catalysts for the stock, which is planned for later this year. Intel 4 remains Intel&#39;s top priority on Gelsinger&#39;s agenda. The long-awaited first EUV lithography 7nm chip promises a 20% performance-per-watt improvement, and accounting for the product of the nm and height (408*60 vs. 240*50), Intel 4 provides an impressive 2xdensityimprovement (24,480/12,000) compared to Intel 7.</p><p>In addition, using EUV will simplify the lithography process and streamline Intel&#39;s manufacturing process flow, leading to increased production capacity. The newly adopted modular approach will allow the company to make smaller steps by developing separate modules and avoiding the complexity and stress of having everything pre-built. The transition from DUV to EUV will also allow the company to increase transistor density, and the modular approach will support Intel in introducing new nodes fast with more frequent updates, a significant pivot compared to its old strategy ofgiant transistor density jumpsevery 4-5 years.</p><p><img src=\"https://static.tigerbbs.com/347bae75617a041ecfa63c04dde16bbc\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2x Performance(semiwiki.com)</p><p><b>Quicker Return To Technological Leadership</b></p><p>Despite a few minor delays, Intel Xeon Processor Roadmap is still on track, with initial SKUs of Sapphire Rapids dispatched to select customers in the first quarter. However, the ramping of Sapphire Rapids is delayed until the latter half of this year. It follows the plan as long as it is ramped up in 2022.</p><p>In terms of a leadership roadmap that aims to reach five nodes in 4 years, Intel is fast on track as it is set to launch the Raptor Lake this year and has powered on its first disaggregated product, Meteor Lake, on April 29th, which is due in 2023. Under the five-process node transition, Intel had aimed at parity performance by 2024 and leadership in 2025. However, the CEO seems so confident in the company’s trajectory that he foresees a quicker return to leadership by 2024.</p><p><img src=\"https://static.tigerbbs.com/cc6f7dc32eb08a97e4d25c7e28d52dcd\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Sapphire Rapids(intel.com/newsroom)</p><p><b>Intel’s Entry Into Other Growth Markets</b></p><p>The launch of IntelArc A-series GPUs for laptops opens up a new market. Alchemist, the first of these products, began shipping to customers in the first quarter of 2022. Through this product, Intel has introduced itself as an alternative to Nvidia and AMD graphics cards. In addition, the GPU market enjoys strong pricing power as gamers continue to spend on their upgrades.</p><p>According to reports, Intel is playing safe by soft launching this product first in China, which is a small GPU market for Intel. Having fine-tuned its product according to the response of critical customers in China, the product will then be scaled aggressively in North America, which is when Intel will start to capture the market.</p><p><b>Update On CHIPS Act</b></p><p>The bill that involved $52 billion in subsidy funding to boost the semiconductor manufacturing industry in the US enjoyed bipartisan support and was passed by Senate last year. But there have been delays in passing this bill from Congress due to minor political issues. Nevertheless, numerous companies in the semiconductor manufacturing space have been pressing Congress to pass the bill before going on August recess.</p><p>Intel’s CEO has been actively lobbying for this bill and hinted toward slowing the pace of its Ohio plant and focussing more on investments in Europe in case the bill isn’t passed in July. However, I think it is just a matter of a few days before the CHIPS Act would pass Congress, potentially as a standalone bill, since the time sensitivity of this bill is being recognized across all levels. Once the bill completes its due course, Intel will benefit from the federal incentives and subsidies and accelerate the construction process.</p><p><b>The Ohio Plant</b></p><p>Intel had earlier announced an initial investment of $20 billion for the Ohio plant, taking the investment up to $100 billion in the following years to build the world’s largest chip-making complex in Ohio. In progress toward this milestone, Intel has finalized the purchase of about 750.6 acres of land in New Albany. Early construction work has also started; however, the company awaits passing of the $52 billion CHIPS Act in Congress before pacing up the construction work.</p><p><b>Investments In Europe</b></p><p>Not surprisingly, following the introduction of the CHIPS Act in the US, the EU also introduced the European Chips Act, which added €15 billion to an existing €30 billion in public investments to create new STEM-focused programs, attract new talent to Europe, and build new infrastructure. However, unlike the US, the EU was quite aggressive in moving forward with its version of the Chips Act. Therefore, Intel has announced major investments in Europe to expand its production and R&amp;D capacity there.</p><p>With the construction of two fabs expected to begin in H1 2023 in Magdeburg, Germany, announcing an additional €12 billion in expansion project in Ireland, getting into negotiation with Italy regarding a €4.5 billion manufacturing facility, planning to build its new European R&amp;D hub in France, and increasing lab spaces in Poland, Intel is enjoying the support of EU governments and is all out to expand its manufacturing capacity to regain its crown.</p><p>Intel’s attempt to shift the balance of the chip supply chain back towards Europe and America will have a long-lasting impact and be a game changer for the company and the chip industry.</p><p><img src=\"https://static.tigerbbs.com/81e045567b96a4d21c61eb51f24dfbd5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><b>Intel Foundry Services</b></p><p>Earlier this year, Intel announced the acquisition of Tower Semiconductor for $5.4B. The acquisition will provide the company with direct access to a chip foundry and a jumpstart to becoming a major provider of foundry services and capacity globally.</p><p>Intel&#39;s deal with the Israel-based semiconductor aims to enhance and boost its supply chain, bringing the company closer to its IFS target while bridging the gap to competition. Additionally, Intel will meaningfully expand its production capacity as Tower&#39;smanufacturing facilities across the globe generate an annual capacity of 2 million wafers starts. As per the company&#39;s forecast, the foundry market is expected to reach a sizable$180 billion TAMby 2030, suggesting a potential CAGR of 19% for the firm.</p><p><img src=\"https://static.tigerbbs.com/29b18eb995ab9258a3413901062dd2fa\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investor Meeting 2022(intel.com/newsroom)</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>Intel: An Update On The Turnaround Plan</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\">\nIntel: An Update On The Turnaround Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523949-intel-update-on-turnaround-plan><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel 4 offers an impressive 2x density improvement compared to Intel 7, and its mass production remains a strong catalyst for INTC.The progress of the company's turnaround plan is evident, and...</p>\n\n<a href=\"https://seekingalpha.com/article/4523949-intel-update-on-turnaround-plan\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4523949-intel-update-on-turnaround-plan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137926814","content_text":"SummaryIntel 4 offers an impressive 2x density improvement compared to Intel 7, and its mass production remains a strong catalyst for INTC.The progress of the company's turnaround plan is evident, and the semiconductor giant is getting closer to its goal of regaining market leadership.INTC is deeply undervalued, and investors willing to lock their money with the stock for three to four years will enjoy superior returns.Investment Thesis - UpdateThere have been a lot of apprehensions in the market regarding the turnaround strategy, IDM 2.0, that Intel Corporation's (NASDAQ:INTC) current CEO Patrick Gelsinger has so vehemently pursued since joining the company in 2021. Intel, without doubt, had become complacent and started to cede its leadership position in the chip industry to other competitors.At this point in time, investors should focus on the company's technical and operational updates rather than historical financial metrics. So instead, this report explores the company's recent updates and progress. Regardless, since the launch of IDM 2.0, I firmly believe Intel is back on track and the current year updates on this strategy further support my initial bullish thesis on the firm.Data byYChartsIntel 4 - Catching Up With CompetitionI have previously listed Intel 4 (7nm chip) production as one of the crucial catalysts for the stock, which is planned for later this year. Intel 4 remains Intel's top priority on Gelsinger's agenda. The long-awaited first EUV lithography 7nm chip promises a 20% performance-per-watt improvement, and accounting for the product of the nm and height (408*60 vs. 240*50), Intel 4 provides an impressive 2xdensityimprovement (24,480/12,000) compared to Intel 7.In addition, using EUV will simplify the lithography process and streamline Intel's manufacturing process flow, leading to increased production capacity. The newly adopted modular approach will allow the company to make smaller steps by developing separate modules and avoiding the complexity and stress of having everything pre-built. The transition from DUV to EUV will also allow the company to increase transistor density, and the modular approach will support Intel in introducing new nodes fast with more frequent updates, a significant pivot compared to its old strategy ofgiant transistor density jumpsevery 4-5 years.2x Performance(semiwiki.com)Quicker Return To Technological LeadershipDespite a few minor delays, Intel Xeon Processor Roadmap is still on track, with initial SKUs of Sapphire Rapids dispatched to select customers in the first quarter. However, the ramping of Sapphire Rapids is delayed until the latter half of this year. It follows the plan as long as it is ramped up in 2022.In terms of a leadership roadmap that aims to reach five nodes in 4 years, Intel is fast on track as it is set to launch the Raptor Lake this year and has powered on its first disaggregated product, Meteor Lake, on April 29th, which is due in 2023. Under the five-process node transition, Intel had aimed at parity performance by 2024 and leadership in 2025. However, the CEO seems so confident in the company’s trajectory that he foresees a quicker return to leadership by 2024.Sapphire Rapids(intel.com/newsroom)Intel’s Entry Into Other Growth MarketsThe launch of IntelArc A-series GPUs for laptops opens up a new market. Alchemist, the first of these products, began shipping to customers in the first quarter of 2022. Through this product, Intel has introduced itself as an alternative to Nvidia and AMD graphics cards. In addition, the GPU market enjoys strong pricing power as gamers continue to spend on their upgrades.According to reports, Intel is playing safe by soft launching this product first in China, which is a small GPU market for Intel. Having fine-tuned its product according to the response of critical customers in China, the product will then be scaled aggressively in North America, which is when Intel will start to capture the market.Update On CHIPS ActThe bill that involved $52 billion in subsidy funding to boost the semiconductor manufacturing industry in the US enjoyed bipartisan support and was passed by Senate last year. But there have been delays in passing this bill from Congress due to minor political issues. Nevertheless, numerous companies in the semiconductor manufacturing space have been pressing Congress to pass the bill before going on August recess.Intel’s CEO has been actively lobbying for this bill and hinted toward slowing the pace of its Ohio plant and focussing more on investments in Europe in case the bill isn’t passed in July. However, I think it is just a matter of a few days before the CHIPS Act would pass Congress, potentially as a standalone bill, since the time sensitivity of this bill is being recognized across all levels. Once the bill completes its due course, Intel will benefit from the federal incentives and subsidies and accelerate the construction process.The Ohio PlantIntel had earlier announced an initial investment of $20 billion for the Ohio plant, taking the investment up to $100 billion in the following years to build the world’s largest chip-making complex in Ohio. In progress toward this milestone, Intel has finalized the purchase of about 750.6 acres of land in New Albany. Early construction work has also started; however, the company awaits passing of the $52 billion CHIPS Act in Congress before pacing up the construction work.Investments In EuropeNot surprisingly, following the introduction of the CHIPS Act in the US, the EU also introduced the European Chips Act, which added €15 billion to an existing €30 billion in public investments to create new STEM-focused programs, attract new talent to Europe, and build new infrastructure. However, unlike the US, the EU was quite aggressive in moving forward with its version of the Chips Act. Therefore, Intel has announced major investments in Europe to expand its production and R&D capacity there.With the construction of two fabs expected to begin in H1 2023 in Magdeburg, Germany, announcing an additional €12 billion in expansion project in Ireland, getting into negotiation with Italy regarding a €4.5 billion manufacturing facility, planning to build its new European R&D hub in France, and increasing lab spaces in Poland, Intel is enjoying the support of EU governments and is all out to expand its manufacturing capacity to regain its crown.Intel’s attempt to shift the balance of the chip supply chain back towards Europe and America will have a long-lasting impact and be a game changer for the company and the chip industry.Data by YChartsIntel Foundry ServicesEarlier this year, Intel announced the acquisition of Tower Semiconductor for $5.4B. The acquisition will provide the company with direct access to a chip foundry and a jumpstart to becoming a major provider of foundry services and capacity globally.Intel's deal with the Israel-based semiconductor aims to enhance and boost its supply chain, bringing the company closer to its IFS target while bridging the gap to competition. Additionally, Intel will meaningfully expand its production capacity as Tower'smanufacturing facilities across the globe generate an annual capacity of 2 million wafers starts. As per the company's forecast, the foundry market is expected to reach a sizable$180 billion TAMby 2030, suggesting a potential CAGR of 19% for the firm.Investor Meeting 2022(intel.com/newsroom)","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081515701,"gmtCreate":1650252423975,"gmtModify":1676534679791,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>please bring some good news","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>please bring some good news","text":"$Intel(INTC)$please bring some good news","images":[{"img":"https://community-static.tradeup.com/news/a8cf39b0eeb160a402b8fd6a5bcb8641","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081515701","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034855096,"gmtCreate":1647862215055,"gmtModify":1676534272792,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>big smile today. Getting higher and higher every day","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>big smile today. Getting higher and higher every day","text":"$NikkoAM-STC Asia REIT(CFA.SI)$big smile today. Getting higher and higher every day","images":[{"img":"https://community-static.tradeup.com/news/ea2a6fd77f93173bacda91fd3e0b4df3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034855096","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9031097814,"gmtCreate":1646377512275,"gmtModify":1676534123981,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Me too. Struggle to hold my intel share","listText":"Me too. Struggle to hold my intel share","text":"Me too. Struggle to hold my intel share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031097814","repostId":"1125030980","repostType":2,"repost":{"id":"1125030980","kind":"news","pubTimestamp":1646372883,"share":"https://ttm.financial/m/news/1125030980?lang=&edition=fundamental","pubTime":"2022-03-04 13:48","market":"us","language":"en","title":"Intel Stock Is Still Struggling. Here’s Another Way to Play Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1125030980","media":"Barrons","summary":"Shares of Intel and GlobalFoundries went in opposite directions Thursday after analysts at Morgan St","content":"<html><head></head><body><p>Shares of Intel and GlobalFoundries went in opposite directions Thursday after analysts at Morgan Stanley downgraded the former and upgraded the latter.</p><p>Morgan Stanley analysts Joseph Moore and Ethan Puritz cut their rating on Intel (ticker: INTC) to Underweight from Equal-Weight and lowered their price target to $47 from $55. The analysts raised their GlobalFoundries (GFS) target to Overweight from Equal-weight and raised their target slightly to $72.50 from $70.</p><p>Intel stock fell 1.9% to close at $47.93 on Thursday while GlobalFoundries shares jumped 4.8% to $62.48.</p><p>While the analysts like Intel CEO Pat Gelsinger and believe the firm has the capability to turn around its core business in the long term, they think the stock will trade sideways in the meantime.</p><p>“While we would like to see Intel as a value stock, with optionality from a turnaround in the core business, the reality is that ramp of fixed costs create a more ‘all-or-nothing’ situation where the company is going to need to succeed in these new businesses—and still turn around their core business—or be looking at long term gross margin and cash flow degradation,” they wrote.</p><p>The analysts say they prefer GlobalFoundries over Intel, arguing that the former could help investors hedge against U.S. government support for domestic foundry investments and customers diversifying away from Asia.</p><p>“While INTC is betting big on its foundry business, and recently purchased a smaller foundry in Tower Semiconductor, GFS already has a strong and growing customer base based on proven know-how and manufacturing capability,” they add.</p></body></html>","source":"market_watch","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>Intel Stock Is Still Struggling. Here’s Another Way to Play Chips</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\">\nIntel Stock Is Still Struggling. Here’s Another Way to Play Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 13:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/intel-stock-globalfoundries-chips-51646344504?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Intel and GlobalFoundries went in opposite directions Thursday after analysts at Morgan Stanley downgraded the former and upgraded the latter.Morgan Stanley analysts Joseph Moore and Ethan ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/intel-stock-globalfoundries-chips-51646344504?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/articles/intel-stock-globalfoundries-chips-51646344504?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1125030980","content_text":"Shares of Intel and GlobalFoundries went in opposite directions Thursday after analysts at Morgan Stanley downgraded the former and upgraded the latter.Morgan Stanley analysts Joseph Moore and Ethan Puritz cut their rating on Intel (ticker: INTC) to Underweight from Equal-Weight and lowered their price target to $47 from $55. The analysts raised their GlobalFoundries (GFS) target to Overweight from Equal-weight and raised their target slightly to $72.50 from $70.Intel stock fell 1.9% to close at $47.93 on Thursday while GlobalFoundries shares jumped 4.8% to $62.48.While the analysts like Intel CEO Pat Gelsinger and believe the firm has the capability to turn around its core business in the long term, they think the stock will trade sideways in the meantime.“While we would like to see Intel as a value stock, with optionality from a turnaround in the core business, the reality is that ramp of fixed costs create a more ‘all-or-nothing’ situation where the company is going to need to succeed in these new businesses—and still turn around their core business—or be looking at long term gross margin and cash flow degradation,” they wrote.The analysts say they prefer GlobalFoundries over Intel, arguing that the former could help investors hedge against U.S. government support for domestic foundry investments and customers diversifying away from Asia.“While INTC is betting big on its foundry business, and recently purchased a smaller foundry in Tower Semiconductor, GFS already has a strong and growing customer base based on proven know-how and manufacturing capability,” they add.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030823179,"gmtCreate":1645687132353,"gmtModify":1676534053685,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>potential to go up in future?","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>potential to go up in future?","text":"$Intel(INTC)$potential to go up in future?","images":[{"img":"https://static.itradeup.com/news/cc3cad60b11cd84a679fec51e3bef709","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030823179","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072010381,"gmtCreate":1657930482943,"gmtModify":1676536082425,"author":{"id":"4102057444515050","authorId":"4102057444515050","name":"aminkaka","avatar":"https://community-static.tradeup.com/news/d84185916a899b68b8c5d816078257f0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102057444515050","authorIdStr":"4102057444515050"},"themes":[],"htmlText":"Happy 🚀","listText":"Happy 🚀","text":"Happy 🚀","images":[{"img":"https://community-static.tradeup.com/news/3999a3155a318d7abc4b6b151fe20fb5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072010381","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}