RexLim personal page - To The Moon

RexLim

RexLim

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10-25

$Advanced Micro Devices(AMD)$ This damn trash get only lower and lower...

10-19

$Broadcom(AVGO)$ Get as low as you can get...

10-15

$Advanced Micro Devices(AMD)$ Real damn trash

10-15

$Advanced Micro Devices(AMD)$ AMD strongest competitor of Nvidia???stop dreaming...competing who drop most?..AMD sure win

10-15

$Advanced Micro Devices(AMD)$ what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop

10-14

$Advanced Micro Devices(AMD)$ You are one of the worst in Semiconductor sector...how to compete with Nvidia when so f.weak

09-28

$ON Semiconductor(ON)$ 1 of the worse chip from the whole semiconductor segment,other had fell but at least reached a high point before drop...but the highest it can get is just above the MA 5 price line...Never gonna ever trade on this trash again

09-21

$Advanced Micro Devices(AMD)$ US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench

09-21

Nvidia is better than AMD

@ZOE011:$Advanced Micro Devices(AMD)$ AMD is the only company nipping at the heels of $NVIDIA Corp(NVDA)$ , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and $Intel(INTC)$ , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.

09-21

$Advanced Micro Devices(AMD)$ The worst stock around it's brother...rises less than and drop more than the others......AMD=Always More Drop

09-21

$NVIDIA Corp(NVDA)$ Starting time for recession...Data can't lie...human tongue can

09-20

$Advanced Micro Devices(AMD)$ Call it a bloody red tech day... stop loss and let it drop all the way

09-20

Call it a bloody red Friday...stop loss and let it drop all the way down...

09-20

$Advanced Micro Devices(AMD)$ welcome to bloody red Friday...stop loss to get back another day...

09-19

$Advanced Micro Devices(AMD)$ trash stock after Intel

09-17

$Tesla Motors(TSLA)$ drop like elevator and rise like taking up the stairs

09-04

All the index are still dropping...just another harvest investor red day

Stock Market News for Sep 3, 2024

09-04

Yes ...can be invest after the rate cut

Dell Technologies Inc. Disappoints - But DELL Stock Could Still Be a Bargain

09-03

AMD trash stock

AMD: AI Accelerators Further Drive Revenue And Margin Outlook

09-03

$Advanced Micro Devices(AMD)$ Seem that all the AI stock out of stage...

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> This damn trash get only lower and lower...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> This damn trash get only lower and lower...","text":"$Advanced Micro Devices(AMD)$ This damn trash get only lower and lower...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363559415562392","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361491312107704,"gmtCreate":1729274589650,"gmtModify":1729274593361,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","text":"$Broadcom(AVGO)$ Get as low as you can get...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361491312107704","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360058531827920,"gmtCreate":1728932794960,"gmtModify":1728932821392,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Real damn trash","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Real damn trash","text":"$Advanced Micro Devices(AMD)$ Real damn trash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360058531827920","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360055396843696,"gmtCreate":1728932111621,"gmtModify":1728932115366,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","text":"$Advanced Micro Devices(AMD)$ AMD strongest competitor of Nvidia???stop dreaming...competing who drop most?..AMD sure win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360055396843696","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360050093744296,"gmtCreate":1728930815815,"gmtModify":1728931276349,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","text":"$Advanced Micro Devices(AMD)$ what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360050093744296","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359931441238264,"gmtCreate":1728916288678,"gmtModify":1728916407278,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","text":"$Advanced Micro Devices(AMD)$ You are one of the worst in Semiconductor sector...how to compete with Nvidia when so f.weak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359931441238264","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586567280936792","authorId":"3586567280936792","name":"robs","avatar":"https://static.tigerbbs.com/c5914d4fb60f56b35e162a1c503303c7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3586567280936792","authorIdStr":"3586567280936792"},"content":"lol just another whiner who probably lost money on AMD😂","text":"lol just another whiner who probably lost money on AMD😂","html":"lol just another whiner who probably lost money on AMD😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354116873404704,"gmtCreate":1727462405933,"gmtModify":1729856586325,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"0\"></v-v>1 of the worse chip&nbsp;from the whole semiconductor segment,other had fell but at least reached a high point before&nbsp;drop...but &nbsp;the highest it can get is just above the MA&nbsp;5 price line...Never gonna ever trade on this trash again","listText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"0\"></v-v>1 of the worse chip&nbsp;from the whole semiconductor segment,other had fell but at least reached a high point before&nbsp;drop...but &nbsp;the highest it can get is just above the MA&nbsp;5 price line...Never gonna ever trade on this trash again","text":"$ON Semiconductor(ON)$ 1 of the worse chip from the whole semiconductor segment,other had fell but at least reached a high point before drop...but the highest it can get is just above the MA 5 price line...Never gonna ever trade on this trash again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354116873404704","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351509515428056,"gmtCreate":1726856328008,"gmtModify":1726856332167,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","text":"$Advanced Micro Devices(AMD)$ US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351509515428056","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351486503931960,"gmtCreate":1726850801574,"gmtModify":1726850805644,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"Nvidia is better than AMD","listText":"Nvidia is better than AMD","text":"Nvidia is better than AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351486503931960","repostId":"351408541315120","repostType":1,"repost":{"id":351408541315120,"gmtCreate":1726813869888,"gmtModify":1726813875819,"author":{"id":"3479274704707888","authorId":"3479274704707888","name":"ZOE011","avatar":"https://static.tigerbbs.com/1cd57814a32b0b71cd3970e95d101105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274704707888","authorIdStr":"3479274704707888"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>AMD is the only company nipping at the heels of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>AMD is the only company nipping at the heels of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","text":"$Advanced Micro Devices(AMD)$ AMD is the only company nipping at the heels of $NVIDIA Corp(NVDA)$ , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and $Intel(INTC)$ , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","images":[{"img":"https://community-static.tradeup.com/news/8488fcc0e9ea0e761730e1b7cac37c11","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351408541315120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351483196190968,"gmtCreate":1726849904298,"gmtModify":1726849907623,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> The worst stock around it's brother...rises less than and&nbsp;drop more than the others......AMD=Always More Drop","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> The worst stock around it's brother...rises less than and&nbsp;drop more than the others......AMD=Always More Drop","text":"$Advanced Micro Devices(AMD)$ The worst stock around it's brother...rises less than and drop more than the others......AMD=Always More Drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/351483196190968","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351476041851000,"gmtCreate":1726848154485,"gmtModify":1726848158373,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Starting time for recession...Data can't lie...human tongue can&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Starting time for recession...Data can't lie...human tongue can&nbsp;","text":"$NVIDIA Corp(NVDA)$ Starting time for recession...Data can't lie...human tongue can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351476041851000","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351462713188616,"gmtCreate":1726844979889,"gmtModify":1726844983885,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Call it a bloody red tech day... stop loss and let it drop all the way&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Call it a bloody red tech day... stop loss and let it drop all the way&nbsp;","text":"$Advanced Micro Devices(AMD)$ Call it a bloody red tech day... stop loss and let it drop all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351462713188616","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351462175850576,"gmtCreate":1726844872899,"gmtModify":1726844876760,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"Call it a bloody red Friday...stop loss and let it drop all the way down...","listText":"Call it a bloody red Friday...stop loss and let it drop all the way down...","text":"Call it a bloody red Friday...stop loss and let it drop all the way down...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351462175850576","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351453820305664,"gmtCreate":1726842805232,"gmtModify":1726842809155,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> welcome to bloody red Friday...stop loss to get back another day...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> welcome to bloody red Friday...stop loss to get back another day...","text":"$Advanced Micro Devices(AMD)$ welcome to bloody red Friday...stop loss to get back another day...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351453820305664","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350908036214824,"gmtCreate":1726696379435,"gmtModify":1726697649423,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> trash stock after Intel&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> trash stock after Intel&nbsp;","text":"$Advanced Micro Devices(AMD)$ trash stock after Intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350908036214824","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350084744143160,"gmtCreate":1726505614243,"gmtModify":1726505618401,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> drop like elevator and rise like taking up the stairs&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> drop like elevator and rise like taking up the stairs&nbsp;","text":"$Tesla Motors(TSLA)$ drop like elevator and rise like taking up the stairs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350084744143160","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345809676374240,"gmtCreate":1725431670979,"gmtModify":1725431675121,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"All the index are still dropping...just another harvest investor red day&nbsp;","listText":"All the index are still dropping...just another harvest investor red day&nbsp;","text":"All the index are still dropping...just another harvest investor red day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345809676374240","repostId":"2464386564","repostType":2,"repost":{"id":"2464386564","pubTimestamp":1725369840,"share":"https://ttm.financial/m/news/2464386564?lang=&edition=fundamental","pubTime":"2024-09-03 21:24","market":"us","language":"en","title":"Stock Market News for Sep 3, 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2464386564","media":"Zacks","summary":"U.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&P 500 all closed in positive territory. Wall Street was closed on Monday to observe Labor Day. However, the last month was a strong one for Wall Street.Inflation Ticks Up in July, Supporting Likely Fed Rate Cut. For the week, the Nasdaq slipped 0.08%, the S&P 500 declined 0.04%, and the Dow edged down 0.09%.For the month, the S&P 500 gained 2.3%, the Dow rose 1.8%, and the Nasdaq edged up 0.6%.","content":"<html><body><h2>Market News</h2>\n<p>U.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&amp;P 500 all closed in positive territory. Wall Street was closed on Monday to observe Labor Day. However, the last month was a strong one for Wall Street.</p>\n<h2>How Did The Benchmarks Perform?</h2>\n<p>The Dow Jones Industrial Average (DJI) rose 0.6% to close at 41,563.08. Notably, 26 components of the 30-stock index ended in negative territory, while four ended in positive zone. <br/><br/>The tech-heavy Nasdaq Composite climbed 1.1%, to close at 17,713.62. The S&amp;P 500 gained 1%, to close at 5,648.40. Eight of the 11 broad sectors of the benchmark index closed in the green. The Consumer Discretionary Select Sector SPDR (XLY), the Technology Select Sector SPDR (XLK) and the Materials Select Sector SPDR (XLB) rose 1.5%, 1.3% and 1.1%, respectively.<br/><br/>The fear-gauge CBOE Volatility Index (VIX) slid 4.2% to 15.00. A total of 11.2 billion shares were traded on Friday, lower than the last 20-session average of 11.4 billion. The S&amp;P 500 posted 79 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 84 new highs and 77 new lows.</p>\n<h2>Inflation Ticks Up in July, Supporting Likely Fed Rate Cut</h2>\n<p>Inflation in the United States showed a slight increase in July, with the personal consumption expenditures (PCE) price index rising 0.2% for the month and 2.5% year over year. The core PCE index, which excludes volatile food and energy prices, also rose by 0.2% monthly and 2.6% annually. <br/><br/>Per BEA data, personal income increased by $75.1 billion or 0.3% in July. Disposable personal income increased $54.8 billion or 0.3%. Personal spending increased 0.5%. These inflation statistics indicate a sense of stability and support the anticipation that the Federal Reserve will proceed with a rate reduction in September by a modest 25 basis points rather than a more substantial 50-basis-point decrease.</p>\n<h2>Mixed Earnings</h2>\n<p>Lululemon Athletica Inc. LULU reported second-quarter 2024 adjusted earnings of $3.15 per share, outpacing the Zacks Consensus Estimate of $2.92 per share. The apparel company generated total revenues of $2.37 billion, lagging the Zacks Consensus Estimate of $2.4 billion. Its shares ended 0.2% higher on Friday. <br/><br/>Dell Technologies Inc. DELL reported second-quarter 2024 adjusted earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This computer and technology services company generated total revenues of $25.03 billion, beating the Zacks Consensus Estimate of $24.29 billion. Consequently, the shares of Dell Technologies returned 4.3%. Dell Technologies carries a Zacks Rank #3 (Hold). You can see <strong>the complete list of today's Zacks #1 Rank (Strong Buy) stocks here</strong>.</p>\n<h2>Weekly Summary</h2>\n<p>For the week, the Nasdaq slipped 0.08%, the S&amp;P 500 declined 0.04%, and the Dow edged down 0.09%.</p>\n<h2>Monthly Roundup</h2>\n<p>For the month, the S&amp;P 500 gained 2.3%, the Dow rose 1.8%, and the Nasdaq edged up 0.6%.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Dell Technologies Inc. (DELL) : Free Stock Analysis Report</p>\n<p><a href=\"https://laohu8.com/S/LULU\">lululemon athletica</a> inc. (LULU) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Stock Market News for Sep 3, 2024</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\">\nStock Market News for Sep 3, 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-sep-3-132400759.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market News\nU.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&P 500 all closed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-sep-3-132400759.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/Cy9ojrRkOFpxpt6BHNh7SA--~B/aD00MTQ7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/8ef48b6ea433c9abb4d2052d84ed2fa0","relate_stocks":{"BK4202":"服装、服饰与奢侈品","SSO":"两倍做多标普500ETF","BK4170":"电脑硬件、储存设备及电脑周边","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF","XLK":"高科技指数ETF-SPDR","SDS":"两倍做空标普500ETF","BK4515":"5G概念","COMP":"Compass, Inc.","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","SPY":"标普500ETF","VOO":"Vanguard标普500ETF","LULU":"lululemon athletica","BK4535":"淡马锡持仓","XLB":"材料ETF","DELL":"戴尔","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","XLY":"消费品指数ETF-SPDR可选消费品","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF"},"source_url":"https://finance.yahoo.com/news/stock-market-news-sep-3-132400759.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2464386564","content_text":"Market News\nU.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&P 500 all closed in positive territory. Wall Street was closed on Monday to observe Labor Day. However, the last month was a strong one for Wall Street.\nHow Did The Benchmarks Perform?\nThe Dow Jones Industrial Average (DJI) rose 0.6% to close at 41,563.08. Notably, 26 components of the 30-stock index ended in negative territory, while four ended in positive zone. The tech-heavy Nasdaq Composite climbed 1.1%, to close at 17,713.62. The S&P 500 gained 1%, to close at 5,648.40. Eight of the 11 broad sectors of the benchmark index closed in the green. The Consumer Discretionary Select Sector SPDR (XLY), the Technology Select Sector SPDR (XLK) and the Materials Select Sector SPDR (XLB) rose 1.5%, 1.3% and 1.1%, respectively.The fear-gauge CBOE Volatility Index (VIX) slid 4.2% to 15.00. A total of 11.2 billion shares were traded on Friday, lower than the last 20-session average of 11.4 billion. The S&P 500 posted 79 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 84 new highs and 77 new lows.\nInflation Ticks Up in July, Supporting Likely Fed Rate Cut\nInflation in the United States showed a slight increase in July, with the personal consumption expenditures (PCE) price index rising 0.2% for the month and 2.5% year over year. The core PCE index, which excludes volatile food and energy prices, also rose by 0.2% monthly and 2.6% annually. Per BEA data, personal income increased by $75.1 billion or 0.3% in July. Disposable personal income increased $54.8 billion or 0.3%. Personal spending increased 0.5%. These inflation statistics indicate a sense of stability and support the anticipation that the Federal Reserve will proceed with a rate reduction in September by a modest 25 basis points rather than a more substantial 50-basis-point decrease.\nMixed Earnings\nLululemon Athletica Inc. LULU reported second-quarter 2024 adjusted earnings of $3.15 per share, outpacing the Zacks Consensus Estimate of $2.92 per share. The apparel company generated total revenues of $2.37 billion, lagging the Zacks Consensus Estimate of $2.4 billion. Its shares ended 0.2% higher on Friday. Dell Technologies Inc. DELL reported second-quarter 2024 adjusted earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This computer and technology services company generated total revenues of $25.03 billion, beating the Zacks Consensus Estimate of $24.29 billion. Consequently, the shares of Dell Technologies returned 4.3%. Dell Technologies carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.\nWeekly Summary\nFor the week, the Nasdaq slipped 0.08%, the S&P 500 declined 0.04%, and the Dow edged down 0.09%.\nMonthly Roundup\nFor the month, the S&P 500 gained 2.3%, the Dow rose 1.8%, and the Nasdaq edged up 0.6%.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nDell Technologies Inc. (DELL) : Free Stock Analysis Report\nlululemon athletica inc. (LULU) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345541447348272,"gmtCreate":1725389500168,"gmtModify":1725389504227,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"Yes ...can be invest after the rate cut","listText":"Yes ...can be invest after the rate cut","text":"Yes ...can be invest after the rate cut","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345541447348272","repostId":"2464338785","repostType":2,"repost":{"id":"2464338785","pubTimestamp":1725383695,"share":"https://ttm.financial/m/news/2464338785?lang=&edition=fundamental","pubTime":"2024-09-04 01:14","market":"us","language":"en","title":"Dell Technologies Inc. Disappoints - But DELL Stock Could Still Be a Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2464338785","media":"Barchart","summary":"Dell Technologies Inc  disappointed investors on Aug. 29 with significantly lower adj. free flow  for its quarter ending Aug. 2. As a result, the stock has been falling. Nevertheless, its underlying value still looks strong. That could make DELL a bargain here.DELL stock is at $111.26 in midday trading on Tuesday, Sept. 3. That is down from a peak of $149.15 on June 18, but up from a trough of $87.89 on Aug. 7.Moreover, DELL stock could keep floating lower over the next week or so as investors digest the company's earnings. Nevertheless, value investors should carefully review this profitable company's stock, as it may be a bargain.It could be worth over 28% more at $143 per share. Dell Technologies is still producing strong free cash flow, albeit at a lower margin than before. That could propel the stock higher. Let's look into how that works out.That is 28.7% higher than its existing market value of $81.72 billion . In other words, DELL stock is worth at least $143.19 per share .","content":"<html><body><p><strong>Dell Technologies Inc (</strong><strong>DELL</strong><strong>)</strong> disappointed investors on Aug. 29 with significantly lower adj. free flow (FCF) for its quarter ending Aug. 2. As a result, the stock has been falling. Nevertheless, its underlying value still looks strong. That could make DELL a bargain here.</p>\n<p>DELL stock is at <strong>$111.26 </strong>in midday trading on Tuesday, Sept. 3. That is down from a peak of $149.15 on June 18, but up from a trough of $87.89 on Aug. 7. </p>\n<p>Moreover, DELL stock could keep floating lower over the next week or so as investors digest the company's earnings. Nevertheless, value investors should carefully review this profitable company's stock, as it may be a bargain.</p>\n<figure>\n<img src=\"https://barchart-news-media-prod.aws.barchart.com/EXCLSV/98f7b02a3970c7f055f7e4b576e6f0f3/bbmfnwxxxkjmeinj.png\"/>\n<figcaption>\nDELL stock - Barchart - 9-3-24\n</figcaption>\n</figure>\n<h3><strong>Free Cash Flow Lower But Still Strong</strong></h3>\n<p>It could be worth over 28% more at <strong>$143</strong> per share. Dell Technologies is still producing strong free cash flow, albeit at a lower margin than before. That could propel the stock higher. Let's look into how that works out.</p>\n<p>Last quarter the company's revenue rose 9% to $25.026 billion in the quarter ending Aug. 2. However, its adj. free cash flow (FCF) fell from over $3 billion ($3.05b) to $1.284 billion from a year ago. That's a decline of 58%. In addition, the first half adj. FCF results were similar, falling 49% YoY to $1.9 billion.</p>\n<p>This also means that its FCF margin dropped significantly. For example, last year its Q2 adj. FCF was over 13% of revenue, but now it's down to just over 5%.  This can be seen in the table below.</p>\n<figure>\n<img src=\"https://barchart-news-media-prod.aws.barchart.com/EXCLSV/98f7b02a3970c7f055f7e4b576e6f0f3/9n2v0ghqamh9acdp.png\"/>\n<figcaption>\nDell Technologies - Aug. 29 quarterly report\n</figcaption>\n</figure>\n<p>The point is that the company's cash flow has taken a hit.  This was not the result of higher capex spending. It has to do with lower margins on the company's fundamental products and services.</p>\n<p>Nevertheless, management said during the earnings call they expect growth in the second half of the year. For the full year, they forecasted revenue of $97 billion, 10% higher than last year.</p>\n<p>Moreover, analysts now project $105.14 billion in sales next year, representing 8.4% top-line growth. Therefore, if its adj. FCF margin stays level at 5%, the company could produce $5.26 billion in adj. FCF (i.e., 0.05 x $105.14b).</p>\n<p>That implies that DELL could still be a bargain.</p>\n<h3><strong>What DELL Stock Could Be Worth</strong></h3>\n<p>For example, the market might eventually value the stock with a 5.0% free cash flow yield. Here is what that means. Let's say the company decided to pay out 100% of its adj. FCF in dividends. The market would respond positively to this. It would likely value the stock with at least a 5.0% dividend yield.</p>\n<p>Therefore, DELL stock can be valued using this 5.0% FCF yield metric. Taking the forecast $5.26 billion in adj. FCF for next year and dividing it by 5.0% results in a market capitalization forecast of $105.2 billion (i.e., $5.26b/0.05 = $105.2b).</p>\n<p>That is 28.7% higher than its existing market value of $81.72 billion (i.e., $105.2/$81.72-1 = +0.287). In other words, DELL stock is worth at least <strong>$143.19 </strong>per share (i.e., 1.287 x $111.26 price today).</p>\n<p>Analysts tend to agree that DELL stock is a bargain. For example, Yahoo! Finance reports that 18 analysts have an average price target of $152.10 and Barchart's mean survey is $154.33. These two surveys average $153.22 per share, or 37.7% higher than today's price.</p>\n<p>Moreover, AnaChart.com, a site that tracks analysts who've recently written on the stock, shows an average price target of $130.37 from 17 sell-side analysts. That is still 17% higher than today's price.</p>\n<p>The bottom line is that DELL stock could still be a bargain here, despite its disappointing free cash flow results.</p>\n<h3><strong>Shorting OTM Puts</strong></h3>\n<p>One way to play this is to sell short out-of-the-money (OTM) put options in nearby expiry periods. For example, look at the Sept. 27 put option expiration period, a little over 3 weeks from now.</p>\n<p>It shows that the $105 strike put option strike price, which is 6% below today's spot price, still has a high premium of $2.33 per put contract. That means that a short seller of these puts can make an immediate yield of 2.219% over the next three weeks.</p>\n<figure>\n<img src=\"https://barchart-news-media-prod.aws.barchart.com/EXCLSV/98f7b02a3970c7f055f7e4b576e6f0f3/obcr2clzyqcgxwmj.png\"/>\n<figcaption>\nDELL puts expiring Sept. 27 - Barchart - As of Sept. 3, 2024\n</figcaption>\n</figure>\n<p>This means the investor must buy shares if DELL stock falls to this strike price. But in return, they get to keep the premium income. </p>\n<p>For example, to do this trade the investor secures $10,500 with their brokerage firm. That is enough to buy 100 shares (per put contract) at $105.00, should the stock fall to this price on or before Sept. 27. </p>\n<p>Then, immediately after entering an order to “Sell to Open” 1 put contract at that strike price, the account will receive $233.00. That is why the return on investment is 2.219% (i.e., $233/$10,500). Moreover, over the next quarter, if this play can be repeated, the expected return (ER) is $932 (i.e., $233 x 4), or 8.876% of the $10,500 invested each time.</p>\n<p>That is a very good return. It could help pay for any unrealized losses the investor may have since the stock has declined. Moreover, existing investors in DELL stock can gain all the upside in the stock price, along with this income. In addition, even if DELL stock falls to $105, the investor has a lower breakeven of $105-$2.33, or $102.67 per share, or 7.7% lower than today's price.</p>\n<p>The bottom line is that DELL stock could be a bargain here. One way to play this, especially for existing investors, is to short OTM puts as an income play.</p><br/><br/>More Stock Market News from Barchart \n<ul>\n<li>Ignore Wall Street, Here's How to Invest in Uranium Now</li>\n<li>How to Generate Income Off <a href=\"https://laohu8.com/S/FIVE\">Five Below</a>’s (FIVE) Unusual Options Activity</li>\n<li>3 Top 100 Stocks to Buy Moving Up 20 Spots or More</li>\n<li>Should You Load Up on Nvidia Stock After Earnings?</li>\n</ul> <br/><i> On the date of publication, Mark R. Hake, CFA did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. </i></body></html>","source":"barchart_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dell Technologies Inc. Disappoints - But DELL Stock Could Still Be a Bargain</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\">\nDell Technologies Inc. Disappoints - But DELL Stock Could Still Be a Bargain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 01:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/28344589/dell-technologies-inc-disappoints-but-dell-stock-could-still-be-a-bargain><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dell Technologies Inc (DELL) disappointed investors on Aug. 29 with significantly lower adj. free flow (FCF) for its quarter ending Aug. 2. As a result, the stock has been falling. Nevertheless, its ...</p>\n\n<a href=\"https://www.barchart.com/story/news/28344589/dell-technologies-inc-disappoints-but-dell-stock-could-still-be-a-bargain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://media.barchart.com/contributors-admin/common-images/images/Tech%20(Ecommerce%2C%20Social%20Media%2C%20etc.)/Typing%20code%20into%20a%20laptop%20by%20AltumCode%20via%20Unsplash.jpg","relate_stocks":{"BK4211":"区域性银行","BK4200":"专卖店","FIVE":"Five Below","BK4515":"5G概念","FCF":"第一联邦金融","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","DELL":"戴尔","BK4535":"淡马锡持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://www.barchart.com/story/news/28344589/dell-technologies-inc-disappoints-but-dell-stock-could-still-be-a-bargain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464338785","content_text":"Dell Technologies Inc (DELL) disappointed investors on Aug. 29 with significantly lower adj. free flow (FCF) for its quarter ending Aug. 2. As a result, the stock has been falling. Nevertheless, its underlying value still looks strong. That could make DELL a bargain here.\nDELL stock is at $111.26 in midday trading on Tuesday, Sept. 3. That is down from a peak of $149.15 on June 18, but up from a trough of $87.89 on Aug. 7. \nMoreover, DELL stock could keep floating lower over the next week or so as investors digest the company's earnings. Nevertheless, value investors should carefully review this profitable company's stock, as it may be a bargain.\n\n\n\nDELL stock - Barchart - 9-3-24\n\n\nFree Cash Flow Lower But Still Strong\nIt could be worth over 28% more at $143 per share. Dell Technologies is still producing strong free cash flow, albeit at a lower margin than before. That could propel the stock higher. Let's look into how that works out.\nLast quarter the company's revenue rose 9% to $25.026 billion in the quarter ending Aug. 2. However, its adj. free cash flow (FCF) fell from over $3 billion ($3.05b) to $1.284 billion from a year ago. That's a decline of 58%. In addition, the first half adj. FCF results were similar, falling 49% YoY to $1.9 billion.\nThis also means that its FCF margin dropped significantly. For example, last year its Q2 adj. FCF was over 13% of revenue, but now it's down to just over 5%.  This can be seen in the table below.\n\n\n\nDell Technologies - Aug. 29 quarterly report\n\n\nThe point is that the company's cash flow has taken a hit.  This was not the result of higher capex spending. It has to do with lower margins on the company's fundamental products and services.\nNevertheless, management said during the earnings call they expect growth in the second half of the year. For the full year, they forecasted revenue of $97 billion, 10% higher than last year.\nMoreover, analysts now project $105.14 billion in sales next year, representing 8.4% top-line growth. Therefore, if its adj. FCF margin stays level at 5%, the company could produce $5.26 billion in adj. FCF (i.e., 0.05 x $105.14b).\nThat implies that DELL could still be a bargain.\nWhat DELL Stock Could Be Worth\nFor example, the market might eventually value the stock with a 5.0% free cash flow yield. Here is what that means. Let's say the company decided to pay out 100% of its adj. FCF in dividends. The market would respond positively to this. It would likely value the stock with at least a 5.0% dividend yield.\nTherefore, DELL stock can be valued using this 5.0% FCF yield metric. Taking the forecast $5.26 billion in adj. FCF for next year and dividing it by 5.0% results in a market capitalization forecast of $105.2 billion (i.e., $5.26b/0.05 = $105.2b).\nThat is 28.7% higher than its existing market value of $81.72 billion (i.e., $105.2/$81.72-1 = +0.287). In other words, DELL stock is worth at least $143.19 per share (i.e., 1.287 x $111.26 price today).\nAnalysts tend to agree that DELL stock is a bargain. For example, Yahoo! Finance reports that 18 analysts have an average price target of $152.10 and Barchart's mean survey is $154.33. These two surveys average $153.22 per share, or 37.7% higher than today's price.\nMoreover, AnaChart.com, a site that tracks analysts who've recently written on the stock, shows an average price target of $130.37 from 17 sell-side analysts. That is still 17% higher than today's price.\nThe bottom line is that DELL stock could still be a bargain here, despite its disappointing free cash flow results.\nShorting OTM Puts\nOne way to play this is to sell short out-of-the-money (OTM) put options in nearby expiry periods. For example, look at the Sept. 27 put option expiration period, a little over 3 weeks from now.\nIt shows that the $105 strike put option strike price, which is 6% below today's spot price, still has a high premium of $2.33 per put contract. That means that a short seller of these puts can make an immediate yield of 2.219% over the next three weeks.\n\n\n\nDELL puts expiring Sept. 27 - Barchart - As of Sept. 3, 2024\n\n\nThis means the investor must buy shares if DELL stock falls to this strike price. But in return, they get to keep the premium income. \nFor example, to do this trade the investor secures $10,500 with their brokerage firm. That is enough to buy 100 shares (per put contract) at $105.00, should the stock fall to this price on or before Sept. 27. \nThen, immediately after entering an order to “Sell to Open” 1 put contract at that strike price, the account will receive $233.00. That is why the return on investment is 2.219% (i.e., $233/$10,500). Moreover, over the next quarter, if this play can be repeated, the expected return (ER) is $932 (i.e., $233 x 4), or 8.876% of the $10,500 invested each time.\nThat is a very good return. It could help pay for any unrealized losses the investor may have since the stock has declined. Moreover, existing investors in DELL stock can gain all the upside in the stock price, along with this income. In addition, even if DELL stock falls to $105, the investor has a lower breakeven of $105-$2.33, or $102.67 per share, or 7.7% lower than today's price.\nThe bottom line is that DELL stock could be a bargain here. One way to play this, especially for existing investors, is to short OTM puts as an income play.More Stock Market News from Barchart \n\nIgnore Wall Street, Here's How to Invest in Uranium Now\nHow to Generate Income Off Five Below’s (FIVE) Unusual Options Activity\n3 Top 100 Stocks to Buy Moving Up 20 Spots or More\nShould You Load Up on Nvidia Stock After Earnings?\n  On the date of publication, Mark R. Hake, CFA did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345496646488440,"gmtCreate":1725378569284,"gmtModify":1725379082981,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"AMD trash stock","listText":"AMD trash stock","text":"AMD trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345496646488440","repostId":"2464498698","repostType":2,"repost":{"id":"2464498698","pubTimestamp":1725351531,"share":"https://ttm.financial/m/news/2464498698?lang=&edition=fundamental","pubTime":"2024-09-03 16:18","market":"nz","language":"en","title":"AMD: AI Accelerators Further Drive Revenue And Margin Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2464498698","media":"seekingalpha","summary":"AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% ","content":"<html><head></head><body><ul style=\"\"><li><p>AMD&#39;s Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.</p></li><li><p>Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.</p></li><li><p>Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.</p></li><li><p>AMD&#39;s acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c5ebcc44def102b51f242e0a9d23f89\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_1337784274\">Investment thesis</h2><p>A significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company.</p><p>AMD&#39;s (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for investor perception given the news of competitor NVIDIA Blackwell&#39;s chip shipment delay.</p><p>Importantly, AMD&#39;s revenue margin is improving faster than we expected (our previous article from June gave a HOLD rating and is accessible via this link), which has led to an increase in the EBITDA forecast.</p><p>Thus, we have raised our price target for AMD shares to $192 from $189. The rating is BUY.</p><h2 id=\"id_2304890565\">Data Center segment growing faster</h2><p>In 2Q 2024 AMD’s revenue in the Data Center segment rocketed to $2.8 bln (+115% y/y and +21% q/q), compared with our forecast of $2.6 bln, which was driven by robust growth in shipments of Instinct MI300 accelerators and strong sales of EPYC processors.</p><p>Speaking about EPYC, the company noted that major deals were concluded in 2Q 2024 across industry verticals: financial services, healthcare, commerce, transportation, technology including <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, Boeing, Industrial Light &amp; Magic, Optiver, and Siemens. AMD also said it will provide these server processors for mission-critical workloads to companies such as Netflix and Uber. Importantly, over 1H 2024, more than 1/3 of server processor shipments to enterprise customers were to companies that were deploying EPYCs in their data centers for the first time. This means that, while meeting the growing demand from existing customers, AMD also successfully expands its customer base. The company expects that the fifth-generation of EPYC processors, the Turin, will be met with enthusiasm. Shipments to leading cloud customers already started in 2Q 2024.</p><p>As for the Instinct MI300 series, revenue from sales of these AI accelerators exceeded $1 bln in 2Q 2024 for the first time. The rising demand and, apparently, steady improvements in the supply chain allowed AMD to again raise its 2024 guidance for revenue in the GPU sub-segment, from $4 bln to $4.5 bln. The previously announced roadmap for this sub-segment, which runs to 2026, was reaffirmed. In light of the news about the delayed start of shipments of Blackwell chips by rival NVIDIA, AMD&#39;s compliance with the previously announced schedule of new-product releases has a positive impact on the perception of the company by investors.</p><p>We are raising the forecast for revenue in AMD’s Data Center segment from $11.8 bln (+82% y/y) to $12.8 bln (+98% y/y) for 2024, and from $18.6 bln (+57% y/y) to $20.7 bln (+61% y/y) for 2025 as the company raised its guidance for revenue in the GPU subsegment, and also on the back of high demand for AMD equipment for data centers. We expect revenue in the Data Center segment to come to $3.59 bln in 3Q 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cacdecc26c90564184acd26492748a7a\" tg-width=\"640\" tg-height=\"325\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_1529815867\">The company’s other segments</h2><p>Revenue in the Client segment totaled $1.49 bln (+49% y/y and +9% q/q), topping our forecast of $1.37 bln. Revenue growth was driven by strong demand for the previous-generation of Ryzen processors and the start of sales of the next-generation Zen 5.</p><p>We expect this segment&#39;s positive revenue momentum to continue in the coming quarters, driven by a recovery in global PC shipments as well as ramped-up shipments of new Ryzen processors. Based on Phoronix independent tests, which used almost 400 different benchmarks, it was concluded that processors built on Zen 5 architecture show impressive results, and the architecture itself has a well-thought-out design. Much appreciation was given to the high performance and energy efficiency of processors built on this architecture. At the same time, prices for such models as Ryzen 5 9600X and Ryzen 7 9700X are lower than they are for basic similar models built on Zen 4, and more competitive compared with competition at Intel.</p><p>Given the segment’s strong results in 2Q 2024 and the good outcome of independent tests of the next generation of processors, we are raising estimated revenue in the Client segment over the forecast period to 2025. We expect 3Q 2024 revenue to reach $1.65 bln.</p><p>Revenue in the Gaming segment totaled $648 mln (-59% y/y and -30% q/q) in 2Q 2024, down from our forecast of $791 mln (which would have been a decrease of 50% y/y). Demand for consoles is not showing any signs of recovery:</p><ul style=\"\"><li><p>Sony PS5 sales declined in calendar 2Q 2024. According to the company, PS5 is entering the last phase of its life cycle. Sony again lowered its PS5 sales forecast for fiscal year 2025 (April 2024 to April 2025), from 21 mln units to 18 mln units (following last quarter’s cut from 25 mln units to 21 mln units).</p></li><li><p>Xbox Series X/S sales are falling, with insiders asserting that Microsoft is going to wind down console sales in Europe, the Middle East and Africa on account that the Xbox Series X/S is losing competition to the PS5.</p></li><li><p>Nintendo Switch sales also continued to fall, slumping by 46% y/y in calendar 2Q 2024. One of the reasons is the anticipation of news about the Switch 2 release, which, however, may not come until March 2025.</p></li></ul><p>The only hope for a meaningful growth in sales of these consoles comes from the release of exclusive games, including the long-awaited release of GTA 6 in the fall of 2025 on PS5 and Xbox Series X.</p><p>We are maintaining a negative view on the Gaming segment’s revenue due to the ongoing trend for cross-platform games, which takes a toll on console sales, as well as the declining popularity of console games among younger generations, compared with the Millennials.</p><p>It is due to these reasons and the segment’s weaker 2Q 2024 results that we are lowering our expectations for the Gaming segment’s revenue over the forecast period to 2025. We expect it to reach $602 mln in 3Q 2024. Our forecast is in line with AMD&#39;s expectation that sales in the Gaming segment will drop in 2H 2024 from the level of 1H 2024.</p><p>Revenue in the Embedded segment totaled $861 mln (-41% y/y and +2% q/q), which was close to our forecast of $871 mln. AMD said it is spotting the first signs of improvement in order patterns and expects revenue in this segment to gradually recover in 2H 2024. We expect the segment’s revenue to reach $887 mln in 3Q 2024.</p><p>Therefore, we are raising the forecast for revenue in the Data Center and Client segments in 2024 and 2025 and at the same time cutting the forecast for the Gaming segment’s revenue.</p><p>We expect that in 2024 the proportion of revenue from the Data Center segment in AMD’s total revenue will rise to 50% (+21 pp), and from the Client segment to 25% (+4 pp), given that the company’s key growth drivers continue to be in play in these two segments.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e4f33dd4f1ade55cbcd87dc79cc25b5\" tg-width=\"640\" tg-height=\"329\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_3867719784\">AMD’s financial results</h2><p>We are raising the forecast for AMD’s revenue from $25.3 bln (+12% y/y) to $25.5 bln (+12% y/y) for 2024, and from $35.7 bln (+41% y/y) to $36.3 bln (+42% y/y) for 2025, following the higher forecasts for revenue in the Data Center and Client segments, although that was partially offset by the lower forecast for the Gaming segment’s revenue.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6bab4b4e3141381d5795a1d32f3e4886\" tg-width=\"640\" tg-height=\"301\"/></p><p>Invest Heroes</p><p></p><p>We are raising the EBITDA forecast from $4.58 bln (+19% y/y) to $4.9 bln (+27% y/y) for 2024, and from $9.74 bln (+113% y/y) to $9.78 mln (+100% y/y) for 2025 due to:</p><ul style=\"\"><li><p>the increased revenue forecasts for 2024 and 2025;</p></li><li><p>the increase in the forecast for the company’s 2024 operating margin from 5.5% to 6.7%.</p></li></ul><p>The increase in the forecast for the company&#39;s 2024 operating margin is driven by the higher actual margin in 2Q 2024, which indicates some success in supply chain management for the MI300 and preparations for the start of MI325 sales. Despite the increase in the operating margin forecast for 2024, the outlook for 2025 remained unchanged at 18.7% as TSMC is expected to hike prices for chips that AMD uses in its products.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3711a797eefed0fd19e6293e6205560\" tg-width=\"640\" tg-height=\"308\"/></p><p>Invest Heroes</p><p></p><p>The outlook for the company’s free cash flow is that it will total $1.6 bln (+43% y/y) in 2024 and $6.75 bln (+321% y/y) in 2025.</p><h2 id=\"id_30783864\">M&amp;A</h2><p>First, AMD plans to close the deal to acquire the Finnish AI startup Silo AI for $665 mln in cash in 3Q 2024, which would be the largest such deal in Europe in the last 10 years (since Google&#39;s purchase of UK-based DeepMind). Silo AI is Europe&#39;s largest private AI lab with extensive experience in developing customized AI solutions for a variety of enterprise clients, including Allianz, Ericsson, Finnair, Korber, Nokia, Philips, T-Mobile and Unilever.</p><p>Second, AMD recently announced the acquisition of ZT Systems, one of the world&#39;s leading providers of computing infrastructure. ZT Systems is a leading provider of server solutions. Based in New Jersey, ZT Systems has more than 15 years of experience designing and integrating data center infrastructure and storage systems for the world&#39;s largest cloud companies. ZT Systems does not disclose the names of its customers, but it appears that in recent years it has expanded its profile by providing specialized support for some of the most complex and expensive aspects of designing an artificial intelligence computing architecture.</p><p>The total value of the transaction is $4.9 billion. The acquisition will be in cash and stock and is expected to close by mid-2025. Upon closing, ZT Systems&#39; computing infrastructure design business will become part of AMD&#39;s Data Center Solutions business group, and the data center infrastructure manufacturing business will be divested. This transaction is another strategic step for AMD to strengthen its position in the data center AI equipment market and is positive news for the company.</p><p>We do not include the ZT Systems acquisition in the valuation due to the delayed closing and unclear financial outlook.</p><h2 id=\"id_3910021659\">Valuation</h2><p>We are raising the target price of the shares from $189 to $192 due to:</p><ul style=\"\"><li><p>the increased EBITDA forecasts for 2024 and 2025 (positive effect);</p></li><li><p>the increase in the projected net debt from ($12.9) bln to ($10.5) bln (negative effect);</p></li><li><p>the shift of the FTM valuation period, which makes future financial results closer by one quarter and reduces the discount factor (positive effect).</p></li></ul><p>Based on the new assumptions, we are assigning a BUY rating to the stock.</p><p>The share price of $192 was achieved by computing the target price based on estimated financial results for 2025, and discounting it to the FTM price at the rate of 13% per annum.</p><p>The discount rate of 13% is the average growth of the S&amp;P 500 Index over the past 20 years. In other words, when we value a company based on its long-term results, it is important to us that the company&#39;s growth exceeds the average growth of the index.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9640c096fea73320bab94a74d3aead2a\" tg-width=\"640\" tg-height=\"424\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_516180460\">Conclusion</h2><p>AMD’s roadmap, which implies annual releases of a new AI accelerator, and the specifications of these accelerators hint at AMD&#39;s serious determination to compete with NVIDIA. In order to ramp up production of the Instinct series, AMD still faces a lot of work to streamline the supply chain.</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>AMD: AI Accelerators Further Drive Revenue And Margin Outlook</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\">\nAMD: AI Accelerators Further Drive Revenue And Margin Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 16:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2464498698","content_text":"AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.AMD's acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.JHVEPhotoInvestment thesisA significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company.AMD's (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for investor perception given the news of competitor NVIDIA Blackwell's chip shipment delay.Importantly, AMD's revenue margin is improving faster than we expected (our previous article from June gave a HOLD rating and is accessible via this link), which has led to an increase in the EBITDA forecast.Thus, we have raised our price target for AMD shares to $192 from $189. The rating is BUY.Data Center segment growing fasterIn 2Q 2024 AMD’s revenue in the Data Center segment rocketed to $2.8 bln (+115% y/y and +21% q/q), compared with our forecast of $2.6 bln, which was driven by robust growth in shipments of Instinct MI300 accelerators and strong sales of EPYC processors.Speaking about EPYC, the company noted that major deals were concluded in 2Q 2024 across industry verticals: financial services, healthcare, commerce, transportation, technology including Adobe, Boeing, Industrial Light & Magic, Optiver, and Siemens. AMD also said it will provide these server processors for mission-critical workloads to companies such as Netflix and Uber. Importantly, over 1H 2024, more than 1/3 of server processor shipments to enterprise customers were to companies that were deploying EPYCs in their data centers for the first time. This means that, while meeting the growing demand from existing customers, AMD also successfully expands its customer base. The company expects that the fifth-generation of EPYC processors, the Turin, will be met with enthusiasm. Shipments to leading cloud customers already started in 2Q 2024.As for the Instinct MI300 series, revenue from sales of these AI accelerators exceeded $1 bln in 2Q 2024 for the first time. The rising demand and, apparently, steady improvements in the supply chain allowed AMD to again raise its 2024 guidance for revenue in the GPU sub-segment, from $4 bln to $4.5 bln. The previously announced roadmap for this sub-segment, which runs to 2026, was reaffirmed. In light of the news about the delayed start of shipments of Blackwell chips by rival NVIDIA, AMD's compliance with the previously announced schedule of new-product releases has a positive impact on the perception of the company by investors.We are raising the forecast for revenue in AMD’s Data Center segment from $11.8 bln (+82% y/y) to $12.8 bln (+98% y/y) for 2024, and from $18.6 bln (+57% y/y) to $20.7 bln (+61% y/y) for 2025 as the company raised its guidance for revenue in the GPU subsegment, and also on the back of high demand for AMD equipment for data centers. We expect revenue in the Data Center segment to come to $3.59 bln in 3Q 2024.Invest HeroesThe company’s other segmentsRevenue in the Client segment totaled $1.49 bln (+49% y/y and +9% q/q), topping our forecast of $1.37 bln. Revenue growth was driven by strong demand for the previous-generation of Ryzen processors and the start of sales of the next-generation Zen 5.We expect this segment's positive revenue momentum to continue in the coming quarters, driven by a recovery in global PC shipments as well as ramped-up shipments of new Ryzen processors. Based on Phoronix independent tests, which used almost 400 different benchmarks, it was concluded that processors built on Zen 5 architecture show impressive results, and the architecture itself has a well-thought-out design. Much appreciation was given to the high performance and energy efficiency of processors built on this architecture. At the same time, prices for such models as Ryzen 5 9600X and Ryzen 7 9700X are lower than they are for basic similar models built on Zen 4, and more competitive compared with competition at Intel.Given the segment’s strong results in 2Q 2024 and the good outcome of independent tests of the next generation of processors, we are raising estimated revenue in the Client segment over the forecast period to 2025. We expect 3Q 2024 revenue to reach $1.65 bln.Revenue in the Gaming segment totaled $648 mln (-59% y/y and -30% q/q) in 2Q 2024, down from our forecast of $791 mln (which would have been a decrease of 50% y/y). Demand for consoles is not showing any signs of recovery:Sony PS5 sales declined in calendar 2Q 2024. According to the company, PS5 is entering the last phase of its life cycle. Sony again lowered its PS5 sales forecast for fiscal year 2025 (April 2024 to April 2025), from 21 mln units to 18 mln units (following last quarter’s cut from 25 mln units to 21 mln units).Xbox Series X/S sales are falling, with insiders asserting that Microsoft is going to wind down console sales in Europe, the Middle East and Africa on account that the Xbox Series X/S is losing competition to the PS5.Nintendo Switch sales also continued to fall, slumping by 46% y/y in calendar 2Q 2024. One of the reasons is the anticipation of news about the Switch 2 release, which, however, may not come until March 2025.The only hope for a meaningful growth in sales of these consoles comes from the release of exclusive games, including the long-awaited release of GTA 6 in the fall of 2025 on PS5 and Xbox Series X.We are maintaining a negative view on the Gaming segment’s revenue due to the ongoing trend for cross-platform games, which takes a toll on console sales, as well as the declining popularity of console games among younger generations, compared with the Millennials.It is due to these reasons and the segment’s weaker 2Q 2024 results that we are lowering our expectations for the Gaming segment’s revenue over the forecast period to 2025. We expect it to reach $602 mln in 3Q 2024. Our forecast is in line with AMD's expectation that sales in the Gaming segment will drop in 2H 2024 from the level of 1H 2024.Revenue in the Embedded segment totaled $861 mln (-41% y/y and +2% q/q), which was close to our forecast of $871 mln. AMD said it is spotting the first signs of improvement in order patterns and expects revenue in this segment to gradually recover in 2H 2024. We expect the segment’s revenue to reach $887 mln in 3Q 2024.Therefore, we are raising the forecast for revenue in the Data Center and Client segments in 2024 and 2025 and at the same time cutting the forecast for the Gaming segment’s revenue.We expect that in 2024 the proportion of revenue from the Data Center segment in AMD’s total revenue will rise to 50% (+21 pp), and from the Client segment to 25% (+4 pp), given that the company’s key growth drivers continue to be in play in these two segments.Invest HeroesAMD’s financial resultsWe are raising the forecast for AMD’s revenue from $25.3 bln (+12% y/y) to $25.5 bln (+12% y/y) for 2024, and from $35.7 bln (+41% y/y) to $36.3 bln (+42% y/y) for 2025, following the higher forecasts for revenue in the Data Center and Client segments, although that was partially offset by the lower forecast for the Gaming segment’s revenue.Invest HeroesWe are raising the EBITDA forecast from $4.58 bln (+19% y/y) to $4.9 bln (+27% y/y) for 2024, and from $9.74 bln (+113% y/y) to $9.78 mln (+100% y/y) for 2025 due to:the increased revenue forecasts for 2024 and 2025;the increase in the forecast for the company’s 2024 operating margin from 5.5% to 6.7%.The increase in the forecast for the company's 2024 operating margin is driven by the higher actual margin in 2Q 2024, which indicates some success in supply chain management for the MI300 and preparations for the start of MI325 sales. Despite the increase in the operating margin forecast for 2024, the outlook for 2025 remained unchanged at 18.7% as TSMC is expected to hike prices for chips that AMD uses in its products.Invest HeroesThe outlook for the company’s free cash flow is that it will total $1.6 bln (+43% y/y) in 2024 and $6.75 bln (+321% y/y) in 2025.M&AFirst, AMD plans to close the deal to acquire the Finnish AI startup Silo AI for $665 mln in cash in 3Q 2024, which would be the largest such deal in Europe in the last 10 years (since Google's purchase of UK-based DeepMind). Silo AI is Europe's largest private AI lab with extensive experience in developing customized AI solutions for a variety of enterprise clients, including Allianz, Ericsson, Finnair, Korber, Nokia, Philips, T-Mobile and Unilever.Second, AMD recently announced the acquisition of ZT Systems, one of the world's leading providers of computing infrastructure. ZT Systems is a leading provider of server solutions. Based in New Jersey, ZT Systems has more than 15 years of experience designing and integrating data center infrastructure and storage systems for the world's largest cloud companies. ZT Systems does not disclose the names of its customers, but it appears that in recent years it has expanded its profile by providing specialized support for some of the most complex and expensive aspects of designing an artificial intelligence computing architecture.The total value of the transaction is $4.9 billion. The acquisition will be in cash and stock and is expected to close by mid-2025. Upon closing, ZT Systems' computing infrastructure design business will become part of AMD's Data Center Solutions business group, and the data center infrastructure manufacturing business will be divested. This transaction is another strategic step for AMD to strengthen its position in the data center AI equipment market and is positive news for the company.We do not include the ZT Systems acquisition in the valuation due to the delayed closing and unclear financial outlook.ValuationWe are raising the target price of the shares from $189 to $192 due to:the increased EBITDA forecasts for 2024 and 2025 (positive effect);the increase in the projected net debt from ($12.9) bln to ($10.5) bln (negative effect);the shift of the FTM valuation period, which makes future financial results closer by one quarter and reduces the discount factor (positive effect).Based on the new assumptions, we are assigning a BUY rating to the stock.The share price of $192 was achieved by computing the target price based on estimated financial results for 2025, and discounting it to the FTM price at the rate of 13% per annum.The discount rate of 13% is the average growth of the S&P 500 Index over the past 20 years. In other words, when we value a company based on its long-term results, it is important to us that the company's growth exceeds the average growth of the index.Invest HeroesConclusionAMD’s roadmap, which implies annual releases of a new AI accelerator, and the specifications of these accelerators hint at AMD's serious determination to compete with NVIDIA. In order to ramp up production of the Instinct series, AMD still faces a lot of work to streamline the supply chain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345483233280288,"gmtCreate":1725375196408,"gmtModify":1725375200311,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Seem that&nbsp;&nbsp;all the AI stock out of stage...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Seem that&nbsp;&nbsp;all the AI stock out of stage...","text":"$Advanced Micro Devices(AMD)$ Seem that all the AI stock out of stage...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345483233280288","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":341250011410432,"gmtCreate":1724334926690,"gmtModify":1724335686759,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a> Rivian go hollan liao...what Israel billionaire double down still&nbsp; can't save it pitiful share price from descending...trash stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a> Rivian go hollan liao...what Israel billionaire double down still&nbsp; can't save it pitiful share price from descending...trash stock&nbsp;","text":"$Rivian Automotive, Inc.(RIVN)$ Rivian go hollan liao...what Israel billionaire double down still can't save it pitiful share price from descending...trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341250011410432","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351483196190968,"gmtCreate":1726849904298,"gmtModify":1726849907623,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> The worst stock around it's brother...rises less than and&nbsp;drop more than the others......AMD=Always More Drop","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> The worst stock around it's brother...rises less than and&nbsp;drop more than the others......AMD=Always More Drop","text":"$Advanced Micro Devices(AMD)$ The worst stock around it's brother...rises less than and drop more than the others......AMD=Always More Drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/351483196190968","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342572217253888,"gmtCreate":1724678436490,"gmtModify":1724682655413,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$ </a> What a&nbsp;poor performance with an excellent financial report ... trash stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$ </a> What a&nbsp;poor performance with an excellent financial report ... trash stock&nbsp;","text":"$Futu Holdings Limited(FUTU)$ What a poor performance with an excellent financial report ... trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342572217253888","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582873342253784","authorId":"3582873342253784","name":"WeLian","avatar":"https://community-static.tradeup.com/news/cdbf05a867d3f968294518922f7258d2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582873342253784","authorIdStr":"3582873342253784"},"content":"Tiger brokers will face the similar fate. Just watch and see on its financial earnings this coming Friday, 30 Aug 2024.","text":"Tiger brokers will face the similar fate. Just watch and see on its financial earnings this coming Friday, 30 Aug 2024.","html":"Tiger brokers will face the similar fate. Just watch and see on its financial earnings this coming Friday, 30 Aug 2024."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359931441238264,"gmtCreate":1728916288678,"gmtModify":1728916407278,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","text":"$Advanced Micro Devices(AMD)$ You are one of the worst in Semiconductor sector...how to compete with Nvidia when so f.weak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359931441238264","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586567280936792","authorId":"3586567280936792","name":"robs","avatar":"https://static.tigerbbs.com/c5914d4fb60f56b35e162a1c503303c7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3586567280936792","authorIdStr":"3586567280936792"},"content":"lol just another whiner who probably lost money on AMD😂","text":"lol just another whiner who probably lost money on AMD😂","html":"lol just another whiner who probably lost money on AMD😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350084744143160,"gmtCreate":1726505614243,"gmtModify":1726505618401,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> drop like elevator and rise like taking up the stairs&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> drop like elevator and rise like taking up the stairs&nbsp;","text":"$Tesla Motors(TSLA)$ drop like elevator and rise like taking up the stairs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350084744143160","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360055396843696,"gmtCreate":1728932111621,"gmtModify":1728932115366,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","text":"$Advanced Micro Devices(AMD)$ AMD strongest competitor of Nvidia???stop dreaming...competing who drop most?..AMD sure win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360055396843696","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360050093744296,"gmtCreate":1728930815815,"gmtModify":1728931276349,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","text":"$Advanced Micro Devices(AMD)$ what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360050093744296","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351509515428056,"gmtCreate":1726856328008,"gmtModify":1726856332167,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","text":"$Advanced Micro Devices(AMD)$ US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351509515428056","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351476041851000,"gmtCreate":1726848154485,"gmtModify":1726848158373,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Starting time for recession...Data can't lie...human tongue can&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Starting time for recession...Data can't lie...human tongue can&nbsp;","text":"$NVIDIA Corp(NVDA)$ Starting time for recession...Data can't lie...human tongue can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351476041851000","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361491312107704,"gmtCreate":1729274589650,"gmtModify":1729274593361,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","text":"$Broadcom(AVGO)$ Get as low as you can get...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361491312107704","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345496646488440,"gmtCreate":1725378569284,"gmtModify":1725379082981,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"AMD trash stock","listText":"AMD trash stock","text":"AMD trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345496646488440","repostId":"2464498698","repostType":2,"repost":{"id":"2464498698","pubTimestamp":1725351531,"share":"https://ttm.financial/m/news/2464498698?lang=&edition=fundamental","pubTime":"2024-09-03 16:18","market":"nz","language":"en","title":"AMD: AI Accelerators Further Drive Revenue And Margin Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2464498698","media":"seekingalpha","summary":"AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% ","content":"<html><head></head><body><ul style=\"\"><li><p>AMD&#39;s Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.</p></li><li><p>Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.</p></li><li><p>Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.</p></li><li><p>AMD&#39;s acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c5ebcc44def102b51f242e0a9d23f89\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_1337784274\">Investment thesis</h2><p>A significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company.</p><p>AMD&#39;s (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for investor perception given the news of competitor NVIDIA Blackwell&#39;s chip shipment delay.</p><p>Importantly, AMD&#39;s revenue margin is improving faster than we expected (our previous article from June gave a HOLD rating and is accessible via this link), which has led to an increase in the EBITDA forecast.</p><p>Thus, we have raised our price target for AMD shares to $192 from $189. The rating is BUY.</p><h2 id=\"id_2304890565\">Data Center segment growing faster</h2><p>In 2Q 2024 AMD’s revenue in the Data Center segment rocketed to $2.8 bln (+115% y/y and +21% q/q), compared with our forecast of $2.6 bln, which was driven by robust growth in shipments of Instinct MI300 accelerators and strong sales of EPYC processors.</p><p>Speaking about EPYC, the company noted that major deals were concluded in 2Q 2024 across industry verticals: financial services, healthcare, commerce, transportation, technology including <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, Boeing, Industrial Light &amp; Magic, Optiver, and Siemens. AMD also said it will provide these server processors for mission-critical workloads to companies such as Netflix and Uber. Importantly, over 1H 2024, more than 1/3 of server processor shipments to enterprise customers were to companies that were deploying EPYCs in their data centers for the first time. This means that, while meeting the growing demand from existing customers, AMD also successfully expands its customer base. The company expects that the fifth-generation of EPYC processors, the Turin, will be met with enthusiasm. Shipments to leading cloud customers already started in 2Q 2024.</p><p>As for the Instinct MI300 series, revenue from sales of these AI accelerators exceeded $1 bln in 2Q 2024 for the first time. The rising demand and, apparently, steady improvements in the supply chain allowed AMD to again raise its 2024 guidance for revenue in the GPU sub-segment, from $4 bln to $4.5 bln. The previously announced roadmap for this sub-segment, which runs to 2026, was reaffirmed. In light of the news about the delayed start of shipments of Blackwell chips by rival NVIDIA, AMD&#39;s compliance with the previously announced schedule of new-product releases has a positive impact on the perception of the company by investors.</p><p>We are raising the forecast for revenue in AMD’s Data Center segment from $11.8 bln (+82% y/y) to $12.8 bln (+98% y/y) for 2024, and from $18.6 bln (+57% y/y) to $20.7 bln (+61% y/y) for 2025 as the company raised its guidance for revenue in the GPU subsegment, and also on the back of high demand for AMD equipment for data centers. We expect revenue in the Data Center segment to come to $3.59 bln in 3Q 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cacdecc26c90564184acd26492748a7a\" tg-width=\"640\" tg-height=\"325\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_1529815867\">The company’s other segments</h2><p>Revenue in the Client segment totaled $1.49 bln (+49% y/y and +9% q/q), topping our forecast of $1.37 bln. Revenue growth was driven by strong demand for the previous-generation of Ryzen processors and the start of sales of the next-generation Zen 5.</p><p>We expect this segment&#39;s positive revenue momentum to continue in the coming quarters, driven by a recovery in global PC shipments as well as ramped-up shipments of new Ryzen processors. Based on Phoronix independent tests, which used almost 400 different benchmarks, it was concluded that processors built on Zen 5 architecture show impressive results, and the architecture itself has a well-thought-out design. Much appreciation was given to the high performance and energy efficiency of processors built on this architecture. At the same time, prices for such models as Ryzen 5 9600X and Ryzen 7 9700X are lower than they are for basic similar models built on Zen 4, and more competitive compared with competition at Intel.</p><p>Given the segment’s strong results in 2Q 2024 and the good outcome of independent tests of the next generation of processors, we are raising estimated revenue in the Client segment over the forecast period to 2025. We expect 3Q 2024 revenue to reach $1.65 bln.</p><p>Revenue in the Gaming segment totaled $648 mln (-59% y/y and -30% q/q) in 2Q 2024, down from our forecast of $791 mln (which would have been a decrease of 50% y/y). Demand for consoles is not showing any signs of recovery:</p><ul style=\"\"><li><p>Sony PS5 sales declined in calendar 2Q 2024. According to the company, PS5 is entering the last phase of its life cycle. Sony again lowered its PS5 sales forecast for fiscal year 2025 (April 2024 to April 2025), from 21 mln units to 18 mln units (following last quarter’s cut from 25 mln units to 21 mln units).</p></li><li><p>Xbox Series X/S sales are falling, with insiders asserting that Microsoft is going to wind down console sales in Europe, the Middle East and Africa on account that the Xbox Series X/S is losing competition to the PS5.</p></li><li><p>Nintendo Switch sales also continued to fall, slumping by 46% y/y in calendar 2Q 2024. One of the reasons is the anticipation of news about the Switch 2 release, which, however, may not come until March 2025.</p></li></ul><p>The only hope for a meaningful growth in sales of these consoles comes from the release of exclusive games, including the long-awaited release of GTA 6 in the fall of 2025 on PS5 and Xbox Series X.</p><p>We are maintaining a negative view on the Gaming segment’s revenue due to the ongoing trend for cross-platform games, which takes a toll on console sales, as well as the declining popularity of console games among younger generations, compared with the Millennials.</p><p>It is due to these reasons and the segment’s weaker 2Q 2024 results that we are lowering our expectations for the Gaming segment’s revenue over the forecast period to 2025. We expect it to reach $602 mln in 3Q 2024. Our forecast is in line with AMD&#39;s expectation that sales in the Gaming segment will drop in 2H 2024 from the level of 1H 2024.</p><p>Revenue in the Embedded segment totaled $861 mln (-41% y/y and +2% q/q), which was close to our forecast of $871 mln. AMD said it is spotting the first signs of improvement in order patterns and expects revenue in this segment to gradually recover in 2H 2024. We expect the segment’s revenue to reach $887 mln in 3Q 2024.</p><p>Therefore, we are raising the forecast for revenue in the Data Center and Client segments in 2024 and 2025 and at the same time cutting the forecast for the Gaming segment’s revenue.</p><p>We expect that in 2024 the proportion of revenue from the Data Center segment in AMD’s total revenue will rise to 50% (+21 pp), and from the Client segment to 25% (+4 pp), given that the company’s key growth drivers continue to be in play in these two segments.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e4f33dd4f1ade55cbcd87dc79cc25b5\" tg-width=\"640\" tg-height=\"329\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_3867719784\">AMD’s financial results</h2><p>We are raising the forecast for AMD’s revenue from $25.3 bln (+12% y/y) to $25.5 bln (+12% y/y) for 2024, and from $35.7 bln (+41% y/y) to $36.3 bln (+42% y/y) for 2025, following the higher forecasts for revenue in the Data Center and Client segments, although that was partially offset by the lower forecast for the Gaming segment’s revenue.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6bab4b4e3141381d5795a1d32f3e4886\" tg-width=\"640\" tg-height=\"301\"/></p><p>Invest Heroes</p><p></p><p>We are raising the EBITDA forecast from $4.58 bln (+19% y/y) to $4.9 bln (+27% y/y) for 2024, and from $9.74 bln (+113% y/y) to $9.78 mln (+100% y/y) for 2025 due to:</p><ul style=\"\"><li><p>the increased revenue forecasts for 2024 and 2025;</p></li><li><p>the increase in the forecast for the company’s 2024 operating margin from 5.5% to 6.7%.</p></li></ul><p>The increase in the forecast for the company&#39;s 2024 operating margin is driven by the higher actual margin in 2Q 2024, which indicates some success in supply chain management for the MI300 and preparations for the start of MI325 sales. Despite the increase in the operating margin forecast for 2024, the outlook for 2025 remained unchanged at 18.7% as TSMC is expected to hike prices for chips that AMD uses in its products.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3711a797eefed0fd19e6293e6205560\" tg-width=\"640\" tg-height=\"308\"/></p><p>Invest Heroes</p><p></p><p>The outlook for the company’s free cash flow is that it will total $1.6 bln (+43% y/y) in 2024 and $6.75 bln (+321% y/y) in 2025.</p><h2 id=\"id_30783864\">M&amp;A</h2><p>First, AMD plans to close the deal to acquire the Finnish AI startup Silo AI for $665 mln in cash in 3Q 2024, which would be the largest such deal in Europe in the last 10 years (since Google&#39;s purchase of UK-based DeepMind). Silo AI is Europe&#39;s largest private AI lab with extensive experience in developing customized AI solutions for a variety of enterprise clients, including Allianz, Ericsson, Finnair, Korber, Nokia, Philips, T-Mobile and Unilever.</p><p>Second, AMD recently announced the acquisition of ZT Systems, one of the world&#39;s leading providers of computing infrastructure. ZT Systems is a leading provider of server solutions. Based in New Jersey, ZT Systems has more than 15 years of experience designing and integrating data center infrastructure and storage systems for the world&#39;s largest cloud companies. ZT Systems does not disclose the names of its customers, but it appears that in recent years it has expanded its profile by providing specialized support for some of the most complex and expensive aspects of designing an artificial intelligence computing architecture.</p><p>The total value of the transaction is $4.9 billion. The acquisition will be in cash and stock and is expected to close by mid-2025. Upon closing, ZT Systems&#39; computing infrastructure design business will become part of AMD&#39;s Data Center Solutions business group, and the data center infrastructure manufacturing business will be divested. This transaction is another strategic step for AMD to strengthen its position in the data center AI equipment market and is positive news for the company.</p><p>We do not include the ZT Systems acquisition in the valuation due to the delayed closing and unclear financial outlook.</p><h2 id=\"id_3910021659\">Valuation</h2><p>We are raising the target price of the shares from $189 to $192 due to:</p><ul style=\"\"><li><p>the increased EBITDA forecasts for 2024 and 2025 (positive effect);</p></li><li><p>the increase in the projected net debt from ($12.9) bln to ($10.5) bln (negative effect);</p></li><li><p>the shift of the FTM valuation period, which makes future financial results closer by one quarter and reduces the discount factor (positive effect).</p></li></ul><p>Based on the new assumptions, we are assigning a BUY rating to the stock.</p><p>The share price of $192 was achieved by computing the target price based on estimated financial results for 2025, and discounting it to the FTM price at the rate of 13% per annum.</p><p>The discount rate of 13% is the average growth of the S&amp;P 500 Index over the past 20 years. In other words, when we value a company based on its long-term results, it is important to us that the company&#39;s growth exceeds the average growth of the index.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9640c096fea73320bab94a74d3aead2a\" tg-width=\"640\" tg-height=\"424\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_516180460\">Conclusion</h2><p>AMD’s roadmap, which implies annual releases of a new AI accelerator, and the specifications of these accelerators hint at AMD&#39;s serious determination to compete with NVIDIA. In order to ramp up production of the Instinct series, AMD still faces a lot of work to streamline the supply chain.</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>AMD: AI Accelerators Further Drive Revenue And Margin Outlook</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\">\nAMD: AI Accelerators Further Drive Revenue And Margin Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 16:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2464498698","content_text":"AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.AMD's acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.JHVEPhotoInvestment thesisA significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company.AMD's (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for investor perception given the news of competitor NVIDIA Blackwell's chip shipment delay.Importantly, AMD's revenue margin is improving faster than we expected (our previous article from June gave a HOLD rating and is accessible via this link), which has led to an increase in the EBITDA forecast.Thus, we have raised our price target for AMD shares to $192 from $189. The rating is BUY.Data Center segment growing fasterIn 2Q 2024 AMD’s revenue in the Data Center segment rocketed to $2.8 bln (+115% y/y and +21% q/q), compared with our forecast of $2.6 bln, which was driven by robust growth in shipments of Instinct MI300 accelerators and strong sales of EPYC processors.Speaking about EPYC, the company noted that major deals were concluded in 2Q 2024 across industry verticals: financial services, healthcare, commerce, transportation, technology including Adobe, Boeing, Industrial Light & Magic, Optiver, and Siemens. AMD also said it will provide these server processors for mission-critical workloads to companies such as Netflix and Uber. Importantly, over 1H 2024, more than 1/3 of server processor shipments to enterprise customers were to companies that were deploying EPYCs in their data centers for the first time. This means that, while meeting the growing demand from existing customers, AMD also successfully expands its customer base. The company expects that the fifth-generation of EPYC processors, the Turin, will be met with enthusiasm. Shipments to leading cloud customers already started in 2Q 2024.As for the Instinct MI300 series, revenue from sales of these AI accelerators exceeded $1 bln in 2Q 2024 for the first time. The rising demand and, apparently, steady improvements in the supply chain allowed AMD to again raise its 2024 guidance for revenue in the GPU sub-segment, from $4 bln to $4.5 bln. The previously announced roadmap for this sub-segment, which runs to 2026, was reaffirmed. In light of the news about the delayed start of shipments of Blackwell chips by rival NVIDIA, AMD's compliance with the previously announced schedule of new-product releases has a positive impact on the perception of the company by investors.We are raising the forecast for revenue in AMD’s Data Center segment from $11.8 bln (+82% y/y) to $12.8 bln (+98% y/y) for 2024, and from $18.6 bln (+57% y/y) to $20.7 bln (+61% y/y) for 2025 as the company raised its guidance for revenue in the GPU subsegment, and also on the back of high demand for AMD equipment for data centers. We expect revenue in the Data Center segment to come to $3.59 bln in 3Q 2024.Invest HeroesThe company’s other segmentsRevenue in the Client segment totaled $1.49 bln (+49% y/y and +9% q/q), topping our forecast of $1.37 bln. Revenue growth was driven by strong demand for the previous-generation of Ryzen processors and the start of sales of the next-generation Zen 5.We expect this segment's positive revenue momentum to continue in the coming quarters, driven by a recovery in global PC shipments as well as ramped-up shipments of new Ryzen processors. Based on Phoronix independent tests, which used almost 400 different benchmarks, it was concluded that processors built on Zen 5 architecture show impressive results, and the architecture itself has a well-thought-out design. Much appreciation was given to the high performance and energy efficiency of processors built on this architecture. At the same time, prices for such models as Ryzen 5 9600X and Ryzen 7 9700X are lower than they are for basic similar models built on Zen 4, and more competitive compared with competition at Intel.Given the segment’s strong results in 2Q 2024 and the good outcome of independent tests of the next generation of processors, we are raising estimated revenue in the Client segment over the forecast period to 2025. We expect 3Q 2024 revenue to reach $1.65 bln.Revenue in the Gaming segment totaled $648 mln (-59% y/y and -30% q/q) in 2Q 2024, down from our forecast of $791 mln (which would have been a decrease of 50% y/y). Demand for consoles is not showing any signs of recovery:Sony PS5 sales declined in calendar 2Q 2024. According to the company, PS5 is entering the last phase of its life cycle. Sony again lowered its PS5 sales forecast for fiscal year 2025 (April 2024 to April 2025), from 21 mln units to 18 mln units (following last quarter’s cut from 25 mln units to 21 mln units).Xbox Series X/S sales are falling, with insiders asserting that Microsoft is going to wind down console sales in Europe, the Middle East and Africa on account that the Xbox Series X/S is losing competition to the PS5.Nintendo Switch sales also continued to fall, slumping by 46% y/y in calendar 2Q 2024. One of the reasons is the anticipation of news about the Switch 2 release, which, however, may not come until March 2025.The only hope for a meaningful growth in sales of these consoles comes from the release of exclusive games, including the long-awaited release of GTA 6 in the fall of 2025 on PS5 and Xbox Series X.We are maintaining a negative view on the Gaming segment’s revenue due to the ongoing trend for cross-platform games, which takes a toll on console sales, as well as the declining popularity of console games among younger generations, compared with the Millennials.It is due to these reasons and the segment’s weaker 2Q 2024 results that we are lowering our expectations for the Gaming segment’s revenue over the forecast period to 2025. We expect it to reach $602 mln in 3Q 2024. Our forecast is in line with AMD's expectation that sales in the Gaming segment will drop in 2H 2024 from the level of 1H 2024.Revenue in the Embedded segment totaled $861 mln (-41% y/y and +2% q/q), which was close to our forecast of $871 mln. AMD said it is spotting the first signs of improvement in order patterns and expects revenue in this segment to gradually recover in 2H 2024. We expect the segment’s revenue to reach $887 mln in 3Q 2024.Therefore, we are raising the forecast for revenue in the Data Center and Client segments in 2024 and 2025 and at the same time cutting the forecast for the Gaming segment’s revenue.We expect that in 2024 the proportion of revenue from the Data Center segment in AMD’s total revenue will rise to 50% (+21 pp), and from the Client segment to 25% (+4 pp), given that the company’s key growth drivers continue to be in play in these two segments.Invest HeroesAMD’s financial resultsWe are raising the forecast for AMD’s revenue from $25.3 bln (+12% y/y) to $25.5 bln (+12% y/y) for 2024, and from $35.7 bln (+41% y/y) to $36.3 bln (+42% y/y) for 2025, following the higher forecasts for revenue in the Data Center and Client segments, although that was partially offset by the lower forecast for the Gaming segment’s revenue.Invest HeroesWe are raising the EBITDA forecast from $4.58 bln (+19% y/y) to $4.9 bln (+27% y/y) for 2024, and from $9.74 bln (+113% y/y) to $9.78 mln (+100% y/y) for 2025 due to:the increased revenue forecasts for 2024 and 2025;the increase in the forecast for the company’s 2024 operating margin from 5.5% to 6.7%.The increase in the forecast for the company's 2024 operating margin is driven by the higher actual margin in 2Q 2024, which indicates some success in supply chain management for the MI300 and preparations for the start of MI325 sales. Despite the increase in the operating margin forecast for 2024, the outlook for 2025 remained unchanged at 18.7% as TSMC is expected to hike prices for chips that AMD uses in its products.Invest HeroesThe outlook for the company’s free cash flow is that it will total $1.6 bln (+43% y/y) in 2024 and $6.75 bln (+321% y/y) in 2025.M&AFirst, AMD plans to close the deal to acquire the Finnish AI startup Silo AI for $665 mln in cash in 3Q 2024, which would be the largest such deal in Europe in the last 10 years (since Google's purchase of UK-based DeepMind). Silo AI is Europe's largest private AI lab with extensive experience in developing customized AI solutions for a variety of enterprise clients, including Allianz, Ericsson, Finnair, Korber, Nokia, Philips, T-Mobile and Unilever.Second, AMD recently announced the acquisition of ZT Systems, one of the world's leading providers of computing infrastructure. ZT Systems is a leading provider of server solutions. Based in New Jersey, ZT Systems has more than 15 years of experience designing and integrating data center infrastructure and storage systems for the world's largest cloud companies. ZT Systems does not disclose the names of its customers, but it appears that in recent years it has expanded its profile by providing specialized support for some of the most complex and expensive aspects of designing an artificial intelligence computing architecture.The total value of the transaction is $4.9 billion. The acquisition will be in cash and stock and is expected to close by mid-2025. Upon closing, ZT Systems' computing infrastructure design business will become part of AMD's Data Center Solutions business group, and the data center infrastructure manufacturing business will be divested. This transaction is another strategic step for AMD to strengthen its position in the data center AI equipment market and is positive news for the company.We do not include the ZT Systems acquisition in the valuation due to the delayed closing and unclear financial outlook.ValuationWe are raising the target price of the shares from $189 to $192 due to:the increased EBITDA forecasts for 2024 and 2025 (positive effect);the increase in the projected net debt from ($12.9) bln to ($10.5) bln (negative effect);the shift of the FTM valuation period, which makes future financial results closer by one quarter and reduces the discount factor (positive effect).Based on the new assumptions, we are assigning a BUY rating to the stock.The share price of $192 was achieved by computing the target price based on estimated financial results for 2025, and discounting it to the FTM price at the rate of 13% per annum.The discount rate of 13% is the average growth of the S&P 500 Index over the past 20 years. In other words, when we value a company based on its long-term results, it is important to us that the company's growth exceeds the average growth of the index.Invest HeroesConclusionAMD’s roadmap, which implies annual releases of a new AI accelerator, and the specifications of these accelerators hint at AMD's serious determination to compete with NVIDIA. In order to ramp up production of the Instinct series, AMD still faces a lot of work to streamline the supply chain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363559415562392,"gmtCreate":1729786074654,"gmtModify":1729856552307,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> This damn trash get only lower and lower...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> This damn trash get only lower and lower...","text":"$Advanced Micro Devices(AMD)$ This damn trash get only lower and lower...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363559415562392","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360058531827920,"gmtCreate":1728932794960,"gmtModify":1728932821392,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Real damn trash","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Real damn trash","text":"$Advanced Micro Devices(AMD)$ Real damn trash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360058531827920","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354116873404704,"gmtCreate":1727462405933,"gmtModify":1729856586325,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"0\"></v-v>1 of the worse chip&nbsp;from the whole semiconductor segment,other had fell but at least reached a high point before&nbsp;drop...but &nbsp;the highest it can get is just above the MA&nbsp;5 price line...Never gonna ever trade on this trash again","listText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"0\"></v-v>1 of the worse chip&nbsp;from the whole semiconductor segment,other had fell but at least reached a high point before&nbsp;drop...but &nbsp;the highest it can get is just above the MA&nbsp;5 price line...Never gonna ever trade on this trash again","text":"$ON Semiconductor(ON)$ 1 of the worse chip from the whole semiconductor segment,other had fell but at least reached a high point before drop...but the highest it can get is just above the MA 5 price line...Never gonna ever trade on this trash again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354116873404704","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351486503931960,"gmtCreate":1726850801574,"gmtModify":1726850805644,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"Nvidia is better than AMD","listText":"Nvidia is better than AMD","text":"Nvidia is better than AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351486503931960","repostId":"351408541315120","repostType":1,"repost":{"id":351408541315120,"gmtCreate":1726813869888,"gmtModify":1726813875819,"author":{"id":"3479274704707888","authorId":"3479274704707888","name":"ZOE011","avatar":"https://static.tigerbbs.com/1cd57814a32b0b71cd3970e95d101105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274704707888","authorIdStr":"3479274704707888"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>AMD is the only company nipping at the heels of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>AMD is the only company nipping at the heels of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","text":"$Advanced Micro Devices(AMD)$ AMD is the only company nipping at the heels of $NVIDIA Corp(NVDA)$ , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and $Intel(INTC)$ , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","images":[{"img":"https://community-static.tradeup.com/news/8488fcc0e9ea0e761730e1b7cac37c11","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351408541315120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351462713188616,"gmtCreate":1726844979889,"gmtModify":1726844983885,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Call it a bloody red tech day... stop loss and let it drop all the way&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Call it a bloody red tech day... stop loss and let it drop all the way&nbsp;","text":"$Advanced Micro Devices(AMD)$ Call it a bloody red tech day... stop loss and let it drop all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351462713188616","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351462175850576,"gmtCreate":1726844872899,"gmtModify":1726844876760,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"Call it a bloody red Friday...stop loss and let it drop all the way down...","listText":"Call it a bloody red Friday...stop loss and let it drop all the way down...","text":"Call it a bloody red Friday...stop loss and let it drop all the way down...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351462175850576","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351453820305664,"gmtCreate":1726842805232,"gmtModify":1726842809155,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> welcome to bloody red Friday...stop loss to get back another day...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> welcome to bloody red Friday...stop loss to get back another day...","text":"$Advanced Micro Devices(AMD)$ welcome to bloody red Friday...stop loss to get back another day...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351453820305664","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350908036214824,"gmtCreate":1726696379435,"gmtModify":1726697649423,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> trash stock after Intel&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> trash stock after Intel&nbsp;","text":"$Advanced Micro Devices(AMD)$ trash stock after Intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350908036214824","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345809676374240,"gmtCreate":1725431670979,"gmtModify":1725431675121,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"All the index are still dropping...just another harvest investor red day&nbsp;","listText":"All the index are still dropping...just another harvest investor red day&nbsp;","text":"All the index are still dropping...just another harvest investor red day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345809676374240","repostId":"2464386564","repostType":2,"repost":{"id":"2464386564","pubTimestamp":1725369840,"share":"https://ttm.financial/m/news/2464386564?lang=&edition=fundamental","pubTime":"2024-09-03 21:24","market":"us","language":"en","title":"Stock Market News for Sep 3, 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2464386564","media":"Zacks","summary":"U.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&P 500 all closed in positive territory. Wall Street was closed on Monday to observe Labor Day. However, the last month was a strong one for Wall Street.Inflation Ticks Up in July, Supporting Likely Fed Rate Cut. For the week, the Nasdaq slipped 0.08%, the S&P 500 declined 0.04%, and the Dow edged down 0.09%.For the month, the S&P 500 gained 2.3%, the Dow rose 1.8%, and the Nasdaq edged up 0.6%.","content":"<html><body><h2>Market News</h2>\n<p>U.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&amp;P 500 all closed in positive territory. Wall Street was closed on Monday to observe Labor Day. However, the last month was a strong one for Wall Street.</p>\n<h2>How Did The Benchmarks Perform?</h2>\n<p>The Dow Jones Industrial Average (DJI) rose 0.6% to close at 41,563.08. Notably, 26 components of the 30-stock index ended in negative territory, while four ended in positive zone. <br/><br/>The tech-heavy Nasdaq Composite climbed 1.1%, to close at 17,713.62. The S&amp;P 500 gained 1%, to close at 5,648.40. Eight of the 11 broad sectors of the benchmark index closed in the green. The Consumer Discretionary Select Sector SPDR (XLY), the Technology Select Sector SPDR (XLK) and the Materials Select Sector SPDR (XLB) rose 1.5%, 1.3% and 1.1%, respectively.<br/><br/>The fear-gauge CBOE Volatility Index (VIX) slid 4.2% to 15.00. A total of 11.2 billion shares were traded on Friday, lower than the last 20-session average of 11.4 billion. The S&amp;P 500 posted 79 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 84 new highs and 77 new lows.</p>\n<h2>Inflation Ticks Up in July, Supporting Likely Fed Rate Cut</h2>\n<p>Inflation in the United States showed a slight increase in July, with the personal consumption expenditures (PCE) price index rising 0.2% for the month and 2.5% year over year. The core PCE index, which excludes volatile food and energy prices, also rose by 0.2% monthly and 2.6% annually. <br/><br/>Per BEA data, personal income increased by $75.1 billion or 0.3% in July. Disposable personal income increased $54.8 billion or 0.3%. Personal spending increased 0.5%. These inflation statistics indicate a sense of stability and support the anticipation that the Federal Reserve will proceed with a rate reduction in September by a modest 25 basis points rather than a more substantial 50-basis-point decrease.</p>\n<h2>Mixed Earnings</h2>\n<p>Lululemon Athletica Inc. LULU reported second-quarter 2024 adjusted earnings of $3.15 per share, outpacing the Zacks Consensus Estimate of $2.92 per share. The apparel company generated total revenues of $2.37 billion, lagging the Zacks Consensus Estimate of $2.4 billion. Its shares ended 0.2% higher on Friday. <br/><br/>Dell Technologies Inc. DELL reported second-quarter 2024 adjusted earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This computer and technology services company generated total revenues of $25.03 billion, beating the Zacks Consensus Estimate of $24.29 billion. Consequently, the shares of Dell Technologies returned 4.3%. Dell Technologies carries a Zacks Rank #3 (Hold). You can see <strong>the complete list of today's Zacks #1 Rank (Strong Buy) stocks here</strong>.</p>\n<h2>Weekly Summary</h2>\n<p>For the week, the Nasdaq slipped 0.08%, the S&amp;P 500 declined 0.04%, and the Dow edged down 0.09%.</p>\n<h2>Monthly Roundup</h2>\n<p>For the month, the S&amp;P 500 gained 2.3%, the Dow rose 1.8%, and the Nasdaq edged up 0.6%.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Dell Technologies Inc. (DELL) : Free Stock Analysis Report</p>\n<p><a href=\"https://laohu8.com/S/LULU\">lululemon athletica</a> inc. (LULU) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Stock Market News for Sep 3, 2024</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\">\nStock Market News for Sep 3, 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-sep-3-132400759.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market News\nU.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&P 500 all closed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-sep-3-132400759.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/Cy9ojrRkOFpxpt6BHNh7SA--~B/aD00MTQ7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/8ef48b6ea433c9abb4d2052d84ed2fa0","relate_stocks":{"BK4202":"服装、服饰与奢侈品","SSO":"两倍做多标普500ETF","BK4170":"电脑硬件、储存设备及电脑周边","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF","XLK":"高科技指数ETF-SPDR","SDS":"两倍做空标普500ETF","BK4515":"5G概念","COMP":"Compass, Inc.","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","SPY":"标普500ETF","VOO":"Vanguard标普500ETF","LULU":"lululemon athletica","BK4535":"淡马锡持仓","XLB":"材料ETF","DELL":"戴尔","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","XLY":"消费品指数ETF-SPDR可选消费品","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF"},"source_url":"https://finance.yahoo.com/news/stock-market-news-sep-3-132400759.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2464386564","content_text":"Market News\nU.S. stocks closed higher on Friday as investors assessed the July inflation data and adjusted their expectations for a potential rate cut. The Nasdaq, the Dow and the S&P 500 all closed in positive territory. Wall Street was closed on Monday to observe Labor Day. However, the last month was a strong one for Wall Street.\nHow Did The Benchmarks Perform?\nThe Dow Jones Industrial Average (DJI) rose 0.6% to close at 41,563.08. Notably, 26 components of the 30-stock index ended in negative territory, while four ended in positive zone. The tech-heavy Nasdaq Composite climbed 1.1%, to close at 17,713.62. The S&P 500 gained 1%, to close at 5,648.40. Eight of the 11 broad sectors of the benchmark index closed in the green. The Consumer Discretionary Select Sector SPDR (XLY), the Technology Select Sector SPDR (XLK) and the Materials Select Sector SPDR (XLB) rose 1.5%, 1.3% and 1.1%, respectively.The fear-gauge CBOE Volatility Index (VIX) slid 4.2% to 15.00. A total of 11.2 billion shares were traded on Friday, lower than the last 20-session average of 11.4 billion. The S&P 500 posted 79 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 84 new highs and 77 new lows.\nInflation Ticks Up in July, Supporting Likely Fed Rate Cut\nInflation in the United States showed a slight increase in July, with the personal consumption expenditures (PCE) price index rising 0.2% for the month and 2.5% year over year. The core PCE index, which excludes volatile food and energy prices, also rose by 0.2% monthly and 2.6% annually. Per BEA data, personal income increased by $75.1 billion or 0.3% in July. Disposable personal income increased $54.8 billion or 0.3%. Personal spending increased 0.5%. These inflation statistics indicate a sense of stability and support the anticipation that the Federal Reserve will proceed with a rate reduction in September by a modest 25 basis points rather than a more substantial 50-basis-point decrease.\nMixed Earnings\nLululemon Athletica Inc. LULU reported second-quarter 2024 adjusted earnings of $3.15 per share, outpacing the Zacks Consensus Estimate of $2.92 per share. The apparel company generated total revenues of $2.37 billion, lagging the Zacks Consensus Estimate of $2.4 billion. Its shares ended 0.2% higher on Friday. Dell Technologies Inc. DELL reported second-quarter 2024 adjusted earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This computer and technology services company generated total revenues of $25.03 billion, beating the Zacks Consensus Estimate of $24.29 billion. Consequently, the shares of Dell Technologies returned 4.3%. Dell Technologies carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.\nWeekly Summary\nFor the week, the Nasdaq slipped 0.08%, the S&P 500 declined 0.04%, and the Dow edged down 0.09%.\nMonthly Roundup\nFor the month, the S&P 500 gained 2.3%, the Dow rose 1.8%, and the Nasdaq edged up 0.6%.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nDell Technologies Inc. (DELL) : Free Stock Analysis Report\nlululemon athletica inc. (LULU) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}