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Tiger_James Ooi

Tiger_James OoiTiger Staff

Tiger Certification: Tiger Brokers Market Strategist in Singapore.

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Can Nvidia and AI ETFs live up to the hype?

Will Tesla and Apple beat their Q1 earnings?

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Nvidia has provided an average yearly return of 71% over the last 10 years. What lies ahead? AI-related ETFs (AIQ, SMH, IGPT) are poised to benefit from the AI optimism. Please click <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221798228752415748%22,%22type%22:2%7D\" target=\"_blank\">here</a> to access the webinar on May 16th at 7.30 pm.","listText":"Key Topics: Earnings preview of the leading chipmaker – Nvidia. Nvidia has provided an average yearly return of 71% over the last 10 years. What lies ahead? AI-related ETFs (AIQ, SMH, IGPT) are poised to benefit from the AI optimism. Please click <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221798228752415748%22,%22type%22:2%7D\" target=\"_blank\">here</a> to access the webinar on May 16th at 7.30 pm.","text":"Key Topics: Earnings preview of the leading chipmaker – Nvidia. Nvidia has provided an average yearly return of 71% over the last 10 years. What lies ahead? AI-related ETFs (AIQ, SMH, IGPT) are poised to benefit from the AI optimism. Please click here to access the webinar on May 16th at 7.30 pm.","images":[{"img":"https://community-static.tradeup.com/news/c2dc4381d80b7fe76d569befcf03d5ae","width":"1125","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":40,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/306352899231888","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":305782708171024,"gmtCreate":1715679141866,"gmtModify":1715830881564,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Quick Thoughts on Why the US Needs to Cut Rates Soon","htmlText":"This is an important week for the US as it will announce PPI data on Tuesday and CPI data on Wednesday. Fed Chairman Jerome Powell is also scheduled to speak on Tuesday, and he is expected to stick to his higher-for-longer script. I reckon that any market correction due to a hotter-than-expected inflation surprise may provide investors and traders with an accumulation opportunity, as I think interest rate cuts are still on the way. The bigger narrative here is that default and refinancing risks are increasing for US companies, especially for speculative-grade firms, over the next several years. Speculative-grade companies, also known as non-investment grade or junk-rated companies, will face $2 trillion in debt maturing from 2024 to 2028. The year-over-year growth rates of speculative-grad","listText":"This is an important week for the US as it will announce PPI data on Tuesday and CPI data on Wednesday. Fed Chairman Jerome Powell is also scheduled to speak on Tuesday, and he is expected to stick to his higher-for-longer script. I reckon that any market correction due to a hotter-than-expected inflation surprise may provide investors and traders with an accumulation opportunity, as I think interest rate cuts are still on the way. The bigger narrative here is that default and refinancing risks are increasing for US companies, especially for speculative-grade firms, over the next several years. Speculative-grade companies, also known as non-investment grade or junk-rated companies, will face $2 trillion in debt maturing from 2024 to 2028. The year-over-year growth rates of speculative-grad","text":"This is an important week for the US as it will announce PPI data on Tuesday and CPI data on Wednesday. Fed Chairman Jerome Powell is also scheduled to speak on Tuesday, and he is expected to stick to his higher-for-longer script. I reckon that any market correction due to a hotter-than-expected inflation surprise may provide investors and traders with an accumulation opportunity, as I think interest rate cuts are still on the way. The bigger narrative here is that default and refinancing risks are increasing for US companies, especially for speculative-grade firms, over the next several years. Speculative-grade companies, also known as non-investment grade or junk-rated companies, will face $2 trillion in debt maturing from 2024 to 2028. The year-over-year growth rates of speculative-grad","images":[{"img":"https://community-static.tradeup.com/news/91306a740892b362c5df4fe76ee42026","width":"569","height":"216"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":29,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/305782708171024","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":305274328719536,"gmtCreate":1715564452929,"gmtModify":1715592807434,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Why have Hong Kong stocks experienced a sharp turnaround this year?","htmlText":"Portfolio diversification: Mainland Chinese investors may have been investing in non-RMB denominated assets (e.g., HK-listed shares) to diversify potential RMB depreciation risk. &nbsp;HKEX Expands Eligible stocks/ETFS Under Stock Connect On April 19, 2024, China announced its plans to expand the list of stocks, REITs, and ETFs included in the Stock Connect program. Currently, there are 24 listed companies participating in the yuan share trading counter program. These 24 listed companies may be added to the southbound Stock Connect. To put it simply, this means that mainland investors will be able to trade these 24 Hong Kong stocks in yuan in the future. &nbsp;AH Premium: A-shares are now 37% more expensive than their H-share equivalents. China is considering a proposal to exempt in","listText":"Portfolio diversification: Mainland Chinese investors may have been investing in non-RMB denominated assets (e.g., HK-listed shares) to diversify potential RMB depreciation risk. &nbsp;HKEX Expands Eligible stocks/ETFS Under Stock Connect On April 19, 2024, China announced its plans to expand the list of stocks, REITs, and ETFs included in the Stock Connect program. Currently, there are 24 listed companies participating in the yuan share trading counter program. These 24 listed companies may be added to the southbound Stock Connect. To put it simply, this means that mainland investors will be able to trade these 24 Hong Kong stocks in yuan in the future. &nbsp;AH Premium: A-shares are now 37% more expensive than their H-share equivalents. China is considering a proposal to exempt in","text":"Portfolio diversification: Mainland Chinese investors may have been investing in non-RMB denominated assets (e.g., HK-listed shares) to diversify potential RMB depreciation risk. HKEX Expands Eligible stocks/ETFS Under Stock Connect On April 19, 2024, China announced its plans to expand the list of stocks, REITs, and ETFs included in the Stock Connect program. Currently, there are 24 listed companies participating in the yuan share trading counter program. These 24 listed companies may be added to the southbound Stock Connect. To put it simply, this means that mainland investors will be able to trade these 24 Hong Kong stocks in yuan in the future. AH Premium: A-shares are now 37% more expensive than their H-share equivalents. China is considering a proposal to exempt in","images":[{"img":"https://community-static.tradeup.com/news/c8dc833041fcad1d5750e781c04ad0fb","width":"1240","height":"621"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":48,"commentSize":1,"repostSize":11,"link":"https://ttm.financial/post/305274328719536","isVote":1,"tweetType":1,"viewCount":8043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103505618857970","authorId":"4103505618857970","name":"Tigerwong","avatar":"https://static.itradeup.com/news/117d896e04ecaa5155e012726668c759","crmLevel":3,"crmLevelSwitch":0},"content":"Agreed ob the reasons and to add on, political influences is crutical to the valuation too and if thectrbsion beytween east and wamest subside upward mivenent will cobtinue in ztrength","text":"Agreed ob the reasons and to add on, political influences is crutical to the valuation too and if thectrbsion beytween east and wamest subside upward mivenent will cobtinue in ztrength","html":"Agreed ob the reasons and to add on, political influences is crutical to the valuation too and if thectrbsion beytween east and wamest subside upward mivenent will cobtinue in ztrength"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":305271393947904,"gmtCreate":1715563648442,"gmtModify":1715592660321,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"The S&P 500 is trading near its record high. How much higher could it climb?","htmlText":"Source: Tiger PC APP The S&amp;P 500 closed at 5222 on Friday. It is now trading at 0.6% below the all-time high of 5254. We may see a short squeeze once the S&amp;P 500 goes above the all-time high. My best-case scenario, based on fundamental analysis, suggests that we may see a 20.5% upside in the S&amp;P 500, ending the year at 5750, with an EPS of 250 and a PE ratio at 23x. Based on technical analysis, I see that the S&amp;P 500 may potentially take a breather at 5556, and 6118 based on Fibonacci Extension. While a 344-point increase to reach 5556 may seem like a lot, it is only a 6% increase from the current price of 5222. The recent 5.46% correction from 5254 to 4967 may appear too shallow for most investors. However, I would like to argue that the correction may have been completed","listText":"Source: Tiger PC APP The S&amp;P 500 closed at 5222 on Friday. It is now trading at 0.6% below the all-time high of 5254. We may see a short squeeze once the S&amp;P 500 goes above the all-time high. My best-case scenario, based on fundamental analysis, suggests that we may see a 20.5% upside in the S&amp;P 500, ending the year at 5750, with an EPS of 250 and a PE ratio at 23x. Based on technical analysis, I see that the S&amp;P 500 may potentially take a breather at 5556, and 6118 based on Fibonacci Extension. While a 344-point increase to reach 5556 may seem like a lot, it is only a 6% increase from the current price of 5222. The recent 5.46% correction from 5254 to 4967 may appear too shallow for most investors. However, I would like to argue that the correction may have been completed","text":"Source: Tiger PC APP The S&P 500 closed at 5222 on Friday. It is now trading at 0.6% below the all-time high of 5254. We may see a short squeeze once the S&P 500 goes above the all-time high. My best-case scenario, based on fundamental analysis, suggests that we may see a 20.5% upside in the S&P 500, ending the year at 5750, with an EPS of 250 and a PE ratio at 23x. Based on technical analysis, I see that the S&P 500 may potentially take a breather at 5556, and 6118 based on Fibonacci Extension. While a 344-point increase to reach 5556 may seem like a lot, it is only a 6% increase from the current price of 5222. The recent 5.46% correction from 5254 to 4967 may appear too shallow for most investors. However, I would like to argue that the correction may have been completed","images":[{"img":"https://community-static.tradeup.com/news/b012d644668ec68a1a73bf39b9eceef6","width":"1520","height":"735"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/305271393947904","isVote":1,"tweetType":1,"viewCount":7617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4157864390704452","authorId":"4157864390704452","name":"Jo Ker","avatar":"https://community-static.tradeup.com/news/e35ceceaf78d8b031d8e56601791257e","crmLevel":9,"crmLevelSwitch":1},"content":"I think it will form a double top and go for a 10% correction following CPI data on Wednesday.","text":"I think it will form a double top and go for a 10% correction following CPI data on Wednesday.","html":"I think it will form a double top and go for a 10% correction following CPI data on Wednesday."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":304387927015608,"gmtCreate":1715334915808,"gmtModify":1715398600656,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"TSMC looks likely to surpass its all-time high","htmlText":"Source: TSMC TSM's <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> share price surged by 3.6% in pre-market trading following the announcement of sales growth. April's revenue saw an impressive 59.6% year-over-year increase, reaching NT$236 billion. This revenue milestone marks the second-highest monthly revenue in the company's history. Industry experts attribute this revenue surge to strong demand for high-performance computing related to artificial intelligence (AI) and robust customer demand for 3nm and 5nm advanced process technology, as reported by CNA. During the 1Q2024 earnings call, TSMC projected that the Q2 midpoint revenue would reach NT$646 billion. With April's revenue already reaching NT$236 billion, this accounts for 36.5% of its Q2 targ","listText":"Source: TSMC TSM's <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> share price surged by 3.6% in pre-market trading following the announcement of sales growth. April's revenue saw an impressive 59.6% year-over-year increase, reaching NT$236 billion. This revenue milestone marks the second-highest monthly revenue in the company's history. Industry experts attribute this revenue surge to strong demand for high-performance computing related to artificial intelligence (AI) and robust customer demand for 3nm and 5nm advanced process technology, as reported by CNA. During the 1Q2024 earnings call, TSMC projected that the Q2 midpoint revenue would reach NT$646 billion. With April's revenue already reaching NT$236 billion, this accounts for 36.5% of its Q2 targ","text":"Source: TSMC TSM's $Taiwan Semiconductor Manufacturing(TSM)$ share price surged by 3.6% in pre-market trading following the announcement of sales growth. April's revenue saw an impressive 59.6% year-over-year increase, reaching NT$236 billion. This revenue milestone marks the second-highest monthly revenue in the company's history. Industry experts attribute this revenue surge to strong demand for high-performance computing related to artificial intelligence (AI) and robust customer demand for 3nm and 5nm advanced process technology, as reported by CNA. During the 1Q2024 earnings call, TSMC projected that the Q2 midpoint revenue would reach NT$646 billion. With April's revenue already reaching NT$236 billion, this accounts for 36.5% of its Q2 targ","images":[{"img":"https://community-static.tradeup.com/news/91abfc2c3aad5fdd5f49374bb369ee0e","width":"679","height":"152"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":44,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/304387927015608","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":304324411850792,"gmtCreate":1715334747152,"gmtModify":1715337308317,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Why Did Warren Buffett Reduce Apple's Stake?","htmlText":"What to Know: Warren Buffett recently sold a large stake in Apple <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> in the first quarter of 2024. His Apple stake decreased from 906 million shares (as of the end of December 2023) to approximately 790 million shares (as of the end of March 2024), representing a decrease of nearly 13% in Apple stake. Despite the reduction, Apple remained Berkshire's largest holding as of the end of March 2024, and Buffett stated that Apple would likely remain Berkshire's largest holding at year-end. &nbsp; Reason for Selling: Buffett sold Apple to mitigate a potentially higher tax bill, as he believes the US will increase taxes to fund the growing US fiscal deficit. &nbsp;Conclusion: I don't believe Warren Buffett's decision was solely based on","listText":"What to Know: Warren Buffett recently sold a large stake in Apple <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> in the first quarter of 2024. His Apple stake decreased from 906 million shares (as of the end of December 2023) to approximately 790 million shares (as of the end of March 2024), representing a decrease of nearly 13% in Apple stake. Despite the reduction, Apple remained Berkshire's largest holding as of the end of March 2024, and Buffett stated that Apple would likely remain Berkshire's largest holding at year-end. &nbsp; Reason for Selling: Buffett sold Apple to mitigate a potentially higher tax bill, as he believes the US will increase taxes to fund the growing US fiscal deficit. &nbsp;Conclusion: I don't believe Warren Buffett's decision was solely based on","text":"What to Know: Warren Buffett recently sold a large stake in Apple $Apple(AAPL)$ in the first quarter of 2024. His Apple stake decreased from 906 million shares (as of the end of December 2023) to approximately 790 million shares (as of the end of March 2024), representing a decrease of nearly 13% in Apple stake. Despite the reduction, Apple remained Berkshire's largest holding as of the end of March 2024, and Buffett stated that Apple would likely remain Berkshire's largest holding at year-end. Reason for Selling: Buffett sold Apple to mitigate a potentially higher tax bill, as he believes the US will increase taxes to fund the growing US fiscal deficit. Conclusion: I don't believe Warren Buffett's decision was solely based on","images":[{"img":"https://community-static.tradeup.com/news/4008ea1cd57837bb39cd200feb0960fa","width":"1916","height":"933"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":117,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/304324411850792","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":301252275032160,"gmtCreate":1714567338957,"gmtModify":1715063696399,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Should You Ride the Alphabet FOMO Wave?","htmlText":"Source: Alphabet Earnings 1Q2024 Earnings Review Most revenue metrics beat market expectations. Earnings per share:&nbsp;USD1.89 vs. USD1.51 expected Revenue:&nbsp;USD80.54 billion vs. USD78.59 billion expected YouTube advertising revenue: USD8.09 billion vs. USD7.72 billion expected Google Cloud revenue: USD9.57 billion vs. USD9.35 billion expected Traffic acquisition costs (TAC): USD12.95 billion vs USD12.74 billion expected Google's advertising grew by 13.04%, while the advertising segments for Meta and Amazon grew by 26.81% and 24% respectively during the same period. Despite this, Google's advertising growth remains impressive, marking its strongest year-over-year growth since 1Q2022. Google Cloud revenue increased by 28.44% year over year, compared to AWS's 17% and Microsoft Azure","listText":"Source: Alphabet Earnings 1Q2024 Earnings Review Most revenue metrics beat market expectations. Earnings per share:&nbsp;USD1.89 vs. USD1.51 expected Revenue:&nbsp;USD80.54 billion vs. USD78.59 billion expected YouTube advertising revenue: USD8.09 billion vs. USD7.72 billion expected Google Cloud revenue: USD9.57 billion vs. USD9.35 billion expected Traffic acquisition costs (TAC): USD12.95 billion vs USD12.74 billion expected Google's advertising grew by 13.04%, while the advertising segments for Meta and Amazon grew by 26.81% and 24% respectively during the same period. Despite this, Google's advertising growth remains impressive, marking its strongest year-over-year growth since 1Q2022. Google Cloud revenue increased by 28.44% year over year, compared to AWS's 17% and Microsoft Azure","text":"Source: Alphabet Earnings 1Q2024 Earnings Review Most revenue metrics beat market expectations. Earnings per share: USD1.89 vs. USD1.51 expected Revenue: USD80.54 billion vs. USD78.59 billion expected YouTube advertising revenue: USD8.09 billion vs. USD7.72 billion expected Google Cloud revenue: USD9.57 billion vs. USD9.35 billion expected Traffic acquisition costs (TAC): USD12.95 billion vs USD12.74 billion expected Google's advertising grew by 13.04%, while the advertising segments for Meta and Amazon grew by 26.81% and 24% respectively during the same period. Despite this, Google's advertising growth remains impressive, marking its strongest year-over-year growth since 1Q2022. Google Cloud revenue increased by 28.44% year over year, compared to AWS's 17% and Microsoft Azure","images":[{"img":"https://community-static.tradeup.com/news/22c41fb7a0d4778523b19af8933c29a7","width":"900","height":"429"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/301252275032160","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":301220858208296,"gmtCreate":1714559763067,"gmtModify":1714559775828,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Amazon Beats Earnings as AI Reinvigorates Growth","htmlText":"Source: Amazon 1Q2024 Earnings Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> has exceeded expectations across all key earnings metrics: EPS: 98 cents vs. 83 cents expected Revenue: USD143.3 billion vs. USD142.5 billion expected Advertising: $11.8 billion vs. 11.7 billion expected In the latest quarter, Amazon's Advertising Services segment demonstrated a good revenue growth of 24% year-over-year. In comparison, Google's advertising grew by 13.04% and Meta's advertising by 26.81% during the same period. Amazon Web Services: USD25 billion vs. USD24.5 billion expected AWS experienced a year-over-year growth of 17%, lagging behind Google Cloud's growth of 28.44% and Microsoft Azure's 31% during the same period. However, AWS's operating income yoy growth was impressi","listText":"Source: Amazon 1Q2024 Earnings Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> has exceeded expectations across all key earnings metrics: EPS: 98 cents vs. 83 cents expected Revenue: USD143.3 billion vs. USD142.5 billion expected Advertising: $11.8 billion vs. 11.7 billion expected In the latest quarter, Amazon's Advertising Services segment demonstrated a good revenue growth of 24% year-over-year. In comparison, Google's advertising grew by 13.04% and Meta's advertising by 26.81% during the same period. Amazon Web Services: USD25 billion vs. USD24.5 billion expected AWS experienced a year-over-year growth of 17%, lagging behind Google Cloud's growth of 28.44% and Microsoft Azure's 31% during the same period. However, AWS's operating income yoy growth was impressi","text":"Source: Amazon 1Q2024 Earnings Amazon $Amazon.com(AMZN)$ has exceeded expectations across all key earnings metrics: EPS: 98 cents vs. 83 cents expected Revenue: USD143.3 billion vs. USD142.5 billion expected Advertising: $11.8 billion vs. 11.7 billion expected In the latest quarter, Amazon's Advertising Services segment demonstrated a good revenue growth of 24% year-over-year. In comparison, Google's advertising grew by 13.04% and Meta's advertising by 26.81% during the same period. Amazon Web Services: USD25 billion vs. USD24.5 billion expected AWS experienced a year-over-year growth of 17%, lagging behind Google Cloud's growth of 28.44% and Microsoft Azure's 31% during the same period. However, AWS's operating income yoy growth was impressi","images":[{"img":"https://community-static.tradeup.com/news/56b9eedc3b6a6e39497953c4286bb31f","width":"863","height":"429"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301220858208296","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300511961120904,"gmtCreate":1714386600590,"gmtModify":1714448666379,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Meta Platforms fell 10% since earnings announcement. Can Meta make a comeback?","htmlText":"Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a","listText":"Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a","text":"Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a","images":[{"img":"https://community-static.tradeup.com/news/6cef4062c831cb19ca9327396634e25e","width":"335","height":"270"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":355,"commentSize":2,"repostSize":29,"link":"https://ttm.financial/post/300511961120904","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":298688850051184,"gmtCreate":1713930815940,"gmtModify":1713947342498,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Tesla stock jumped 13% after announcing a quicker launch for its affordable EV","htmlText":"Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> rose 1.8% on Wednesday but surged 13% in after-hours trading as CEO Elon Musk pledged to accelerate plans for a more affordable EV. Tesla's Wednesday closing price of USD144.61 is still 64.5% lower than its all-time high. 1Q2024 Earnings Review: Revenue declined 9% year-over-year to USD 21.3 billion, falling short of the LSEG estimate of USD 22.15 billion. This marks the first year-over-year revenue drop since the second quarter of 2020. Earnings per share (EPS) declined 47% year-over-year to 45 cents, missing the LSEG estimate of 51 cents. Automotive Gross Margin stood at 16.4% in the first quarter, lower than the expected 17.6%. Operating margin was disappointing at 5.5%, below the anticipated 7%. Tesla cautioned tha","listText":"Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> rose 1.8% on Wednesday but surged 13% in after-hours trading as CEO Elon Musk pledged to accelerate plans for a more affordable EV. Tesla's Wednesday closing price of USD144.61 is still 64.5% lower than its all-time high. 1Q2024 Earnings Review: Revenue declined 9% year-over-year to USD 21.3 billion, falling short of the LSEG estimate of USD 22.15 billion. This marks the first year-over-year revenue drop since the second quarter of 2020. Earnings per share (EPS) declined 47% year-over-year to 45 cents, missing the LSEG estimate of 51 cents. Automotive Gross Margin stood at 16.4% in the first quarter, lower than the expected 17.6%. Operating margin was disappointing at 5.5%, below the anticipated 7%. Tesla cautioned tha","text":"Tesla $Tesla Motors(TSLA)$ rose 1.8% on Wednesday but surged 13% in after-hours trading as CEO Elon Musk pledged to accelerate plans for a more affordable EV. Tesla's Wednesday closing price of USD144.61 is still 64.5% lower than its all-time high. 1Q2024 Earnings Review: Revenue declined 9% year-over-year to USD 21.3 billion, falling short of the LSEG estimate of USD 22.15 billion. This marks the first year-over-year revenue drop since the second quarter of 2020. Earnings per share (EPS) declined 47% year-over-year to 45 cents, missing the LSEG estimate of 51 cents. Automotive Gross Margin stood at 16.4% in the first quarter, lower than the expected 17.6%. Operating margin was disappointing at 5.5%, below the anticipated 7%. Tesla cautioned tha","images":[{"img":"https://community-static.tradeup.com/news/eca92824f2f9a7b2b9ecb5ee0954d339","width":"1460","height":"735"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":52,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/298688850051184","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576157343730083","authorId":"3576157343730083","name":"Dr Rck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"Agree with your thesis and the current analysis; its share price is very news driven even the top and bottom line are disappointing, the rise indeed is priced in what thr future will hold for TSLA but everything else remains to be fully realised!","text":"Agree with your thesis and the current analysis; its share price is very news driven even the top and bottom line are disappointing, the rise indeed is priced in what thr future will hold for TSLA but everything else remains to be fully realised!","html":"Agree with your thesis and the current analysis; its share price is very news driven even the top and bottom line are disappointing, the rise indeed is priced in what thr future will hold for TSLA but everything else remains to be fully realised!"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":298343495291072,"gmtCreate":1713855749124,"gmtModify":1713859355953,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"A quick glance at Verizon’s 1Q2024 earnings","htmlText":"1Q2024: Verizon’s <a href=\"https://ttm.financial/S/VZ\">$Verizon(VZ)$</a> Revenue increased by 0.2% year-over-year in 1Q2024 to USD33 billion, slightly below the estimate of USD 33.24 billion. Adjusted EPS declined by 4.2% year-over-year in 1Q2024 to USD1.15 per share, surpassing the estimate of USD 1.12 per share. Operating expenses rose by 0.5% year-over-year. For 2024, Verizon expects: Total wireless service revenue growth of 2% - 3.5% Adjusted EBITDA growth of 1% -3% Adjusted EPS of $4.50 to $4.70. The revenue and expense growth of the US telecommunications industry suggest that it may have entered a mature business cycle with limited growth catalysts. While investors typically anticipate improved profit margins from companies in mature cycles, Verizon has struggled to achieve g","listText":"1Q2024: Verizon’s <a href=\"https://ttm.financial/S/VZ\">$Verizon(VZ)$</a> Revenue increased by 0.2% year-over-year in 1Q2024 to USD33 billion, slightly below the estimate of USD 33.24 billion. Adjusted EPS declined by 4.2% year-over-year in 1Q2024 to USD1.15 per share, surpassing the estimate of USD 1.12 per share. Operating expenses rose by 0.5% year-over-year. For 2024, Verizon expects: Total wireless service revenue growth of 2% - 3.5% Adjusted EBITDA growth of 1% -3% Adjusted EPS of $4.50 to $4.70. The revenue and expense growth of the US telecommunications industry suggest that it may have entered a mature business cycle with limited growth catalysts. While investors typically anticipate improved profit margins from companies in mature cycles, Verizon has struggled to achieve g","text":"1Q2024: Verizon’s $Verizon(VZ)$ Revenue increased by 0.2% year-over-year in 1Q2024 to USD33 billion, slightly below the estimate of USD 33.24 billion. Adjusted EPS declined by 4.2% year-over-year in 1Q2024 to USD1.15 per share, surpassing the estimate of USD 1.12 per share. Operating expenses rose by 0.5% year-over-year. For 2024, Verizon expects: Total wireless service revenue growth of 2% - 3.5% Adjusted EBITDA growth of 1% -3% Adjusted EPS of $4.50 to $4.70. The revenue and expense growth of the US telecommunications industry suggest that it may have entered a mature business cycle with limited growth catalysts. While investors typically anticipate improved profit margins from companies in mature cycles, Verizon has struggled to achieve g","images":[{"img":"https://community-static.tradeup.com/news/a1529326f2518cbc3ccac6e3949a680c","width":"1916","height":"917"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/298343495291072","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":297890285309960,"gmtCreate":1713755805528,"gmtModify":1713855317217,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"PDD's Overseas Push Has Sustained Its Growth Narrative, , but How Much Longer Can It Last?","htmlText":"Pinduoduo <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> has fallen by 22.43% year-to-date and is still trading 42% below its all-time high. PDD is a multinational online marketplace. However, its main source of revenue is advertising income. It does not hold inventory and is not responsible for fulfillment. Instead of investing its cash flow in building its logistic arms like JD.com and Alibaba, PDD has been heavily spending cash on subsidizing merchandise to woo merchants and outsourcing fulfillment and logistics. PDD is currently relying on its overseas e-commerce unit, Temu, to maintain its high revenue growth momentum. PDD briefly overtook Alibaba in market cap end 2023. Source: Bloomberg, 22 Apr 2024 Earnings Review: Revenue in 4Q2023 rose 123% year-over-year t","listText":"Pinduoduo <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> has fallen by 22.43% year-to-date and is still trading 42% below its all-time high. PDD is a multinational online marketplace. However, its main source of revenue is advertising income. It does not hold inventory and is not responsible for fulfillment. Instead of investing its cash flow in building its logistic arms like JD.com and Alibaba, PDD has been heavily spending cash on subsidizing merchandise to woo merchants and outsourcing fulfillment and logistics. PDD is currently relying on its overseas e-commerce unit, Temu, to maintain its high revenue growth momentum. PDD briefly overtook Alibaba in market cap end 2023. Source: Bloomberg, 22 Apr 2024 Earnings Review: Revenue in 4Q2023 rose 123% year-over-year t","text":"Pinduoduo $PDD Holdings Inc(PDD)$ has fallen by 22.43% year-to-date and is still trading 42% below its all-time high. PDD is a multinational online marketplace. However, its main source of revenue is advertising income. It does not hold inventory and is not responsible for fulfillment. Instead of investing its cash flow in building its logistic arms like JD.com and Alibaba, PDD has been heavily spending cash on subsidizing merchandise to woo merchants and outsourcing fulfillment and logistics. PDD is currently relying on its overseas e-commerce unit, Temu, to maintain its high revenue growth momentum. PDD briefly overtook Alibaba in market cap end 2023. Source: Bloomberg, 22 Apr 2024 Earnings Review: Revenue in 4Q2023 rose 123% year-over-year t","images":[{"img":"https://community-static.tradeup.com/news/ee097625678c08823dba6dd3c11fea63","width":"1726","height":"822"},{"img":"https://community-static.tradeup.com/news/e4b6ecaf4fe8665ebcb4fee016d0e5bf","width":"530","height":"142"},{"img":"https://community-static.tradeup.com/news/d40a0cc0fc93a22f9b96f132e962d483","width":"1844","height":"915"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/297890285309960","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":297868216852592,"gmtCreate":1713750418894,"gmtModify":1713753412321,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Will ASML Stock Continue to Decline?","htmlText":"ASML <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> fell 7.09% last Wednesday on earnings miss. ASML is currently trading 17.94% lower than its all-time high. 1Q2024 Earnings Net sales were €5.29B, missing the estimate of €5.39B. Net sales grew by -21.6% year-over-year. EPS was €3.11B, beating the estimate of €3B, but grew by -37.3% year-over-year. The biggest disappointment is the bookings. Bookings fell by 4% year-over-year or 61% quarter-over-quarter to €3.6B, which are about 20% below estimate. Gross Profit Margin was 51%, higher than the estimated 48.8%. Operating Margin was just 26.3% relative to 32.7% in the same quarter of 2023. ASML has forecasted that 10-15% of China sales this year will be hampered by export control measures. Still, ASML expects \"strong\"","listText":"ASML <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> fell 7.09% last Wednesday on earnings miss. ASML is currently trading 17.94% lower than its all-time high. 1Q2024 Earnings Net sales were €5.29B, missing the estimate of €5.39B. Net sales grew by -21.6% year-over-year. EPS was €3.11B, beating the estimate of €3B, but grew by -37.3% year-over-year. The biggest disappointment is the bookings. Bookings fell by 4% year-over-year or 61% quarter-over-quarter to €3.6B, which are about 20% below estimate. Gross Profit Margin was 51%, higher than the estimated 48.8%. Operating Margin was just 26.3% relative to 32.7% in the same quarter of 2023. ASML has forecasted that 10-15% of China sales this year will be hampered by export control measures. Still, ASML expects \"strong\"","text":"ASML $ASML Holding NV(ASML)$ fell 7.09% last Wednesday on earnings miss. ASML is currently trading 17.94% lower than its all-time high. 1Q2024 Earnings Net sales were €5.29B, missing the estimate of €5.39B. Net sales grew by -21.6% year-over-year. EPS was €3.11B, beating the estimate of €3B, but grew by -37.3% year-over-year. The biggest disappointment is the bookings. Bookings fell by 4% year-over-year or 61% quarter-over-quarter to €3.6B, which are about 20% below estimate. Gross Profit Margin was 51%, higher than the estimated 48.8%. Operating Margin was just 26.3% relative to 32.7% in the same quarter of 2023. ASML has forecasted that 10-15% of China sales this year will be hampered by export control measures. Still, ASML expects \"strong\"","images":[{"img":"https://community-static.tradeup.com/news/749487e93d347eb926281553e4915785","width":"602","height":"235"},{"img":"https://community-static.tradeup.com/news/6a139000a7c7227472086788810adcb1","width":"1507","height":"799"},{"img":"https://community-static.tradeup.com/news/5e517e436e554a1af204e9ec68d0f767","width":"1850","height":"912"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/297868216852592","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"content":"[Proud] [Proud] [Proud]","text":"[Proud] [Proud] [Proud]","html":"[Proud] [Proud] [Proud]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":296836414705920,"gmtCreate":1713507347792,"gmtModify":1713507655754,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Netflix Dropped Nearly 5% in After-Hours Trading After Missing Earnings Forecast","htmlText":"Netflix <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> closed down by 0.41% on Thursday and is trading 4.85% lower in after-hours trading due to an earnings forecast miss. Netflix stock is currently trading 11.47% lower than its all-time high in October 2021. Netflix remains one of the best-performing stocks among the S&amp;P 500, providing a year-to-date return of +25.5%. Recap of 1Q2024 Earnings Revenue, Operating Income, and Subscriber count have reached their all-time highs. Revenue increased by 14.8% year-over-year to USD 9.37 billion, surpassing the LSEG estimate of USD 9.28 billion. Operating Income surged by 28.1% year-over-year to USD 2.6 billion. EPS rose to USD 5.28 compared to the LSEG estimate of USD 4.52. Subscribers grew by 16% year-over-year to 269.6 million","listText":"Netflix <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> closed down by 0.41% on Thursday and is trading 4.85% lower in after-hours trading due to an earnings forecast miss. Netflix stock is currently trading 11.47% lower than its all-time high in October 2021. Netflix remains one of the best-performing stocks among the S&amp;P 500, providing a year-to-date return of +25.5%. Recap of 1Q2024 Earnings Revenue, Operating Income, and Subscriber count have reached their all-time highs. Revenue increased by 14.8% year-over-year to USD 9.37 billion, surpassing the LSEG estimate of USD 9.28 billion. Operating Income surged by 28.1% year-over-year to USD 2.6 billion. EPS rose to USD 5.28 compared to the LSEG estimate of USD 4.52. Subscribers grew by 16% year-over-year to 269.6 million","text":"Netflix $Netflix(NFLX)$ closed down by 0.41% on Thursday and is trading 4.85% lower in after-hours trading due to an earnings forecast miss. Netflix stock is currently trading 11.47% lower than its all-time high in October 2021. Netflix remains one of the best-performing stocks among the S&P 500, providing a year-to-date return of +25.5%. Recap of 1Q2024 Earnings Revenue, Operating Income, and Subscriber count have reached their all-time highs. Revenue increased by 14.8% year-over-year to USD 9.37 billion, surpassing the LSEG estimate of USD 9.28 billion. Operating Income surged by 28.1% year-over-year to USD 2.6 billion. EPS rose to USD 5.28 compared to the LSEG estimate of USD 4.52. Subscribers grew by 16% year-over-year to 269.6 million","images":[{"img":"https://community-static.tradeup.com/news/0d5b1cc7011d196d86e2d1270305efa4","width":"785","height":"451"},{"img":"https://community-static.tradeup.com/news/ab734b3046272a974a631b9dfa24e16f","width":"403","height":"230"},{"img":"https://community-static.tradeup.com/news/a7d40e1c4418fc94c0905e3ca17db3e5","width":"679","height":"397"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":39,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/296836414705920","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":296510155587720,"gmtCreate":1713427692069,"gmtModify":1713427821364,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"A Quick Glance at TSMC's 1Q2024 Earnings ","htmlText":"TSMC's <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> share price closed 0.55% lower on Wednesday. It might open higher tonight due to earnings beat. &nbsp;1Q2024 Earnings: Both Net Revenue and Net Income exceeded LSEG consensus estimates by 1.7% and 5.5%, respectively. Net Revenue increased by 16.5% year-over-year to NT$592.64 billion, while Net Income also rose by 16.5% year-over-year to NT$592.64 billion. However, both Net Revenue and Net Income experienced quarter-over-quarter declines of -5.3% and -5.5%, respectively. Both Gross Margin and Operating Margin remained robust at 53.1% and 42% in the quarter. The 3nm process technology contributed 9% of total wafer revenue in 1Q24, with 5nm and 7nm accounting for 37% and 19%, respectively. Advanced","listText":"TSMC's <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> share price closed 0.55% lower on Wednesday. It might open higher tonight due to earnings beat. &nbsp;1Q2024 Earnings: Both Net Revenue and Net Income exceeded LSEG consensus estimates by 1.7% and 5.5%, respectively. Net Revenue increased by 16.5% year-over-year to NT$592.64 billion, while Net Income also rose by 16.5% year-over-year to NT$592.64 billion. However, both Net Revenue and Net Income experienced quarter-over-quarter declines of -5.3% and -5.5%, respectively. Both Gross Margin and Operating Margin remained robust at 53.1% and 42% in the quarter. The 3nm process technology contributed 9% of total wafer revenue in 1Q24, with 5nm and 7nm accounting for 37% and 19%, respectively. Advanced","text":"TSMC's $Taiwan Semiconductor Manufacturing(TSM)$ share price closed 0.55% lower on Wednesday. It might open higher tonight due to earnings beat. 1Q2024 Earnings: Both Net Revenue and Net Income exceeded LSEG consensus estimates by 1.7% and 5.5%, respectively. Net Revenue increased by 16.5% year-over-year to NT$592.64 billion, while Net Income also rose by 16.5% year-over-year to NT$592.64 billion. However, both Net Revenue and Net Income experienced quarter-over-quarter declines of -5.3% and -5.5%, respectively. Both Gross Margin and Operating Margin remained robust at 53.1% and 42% in the quarter. The 3nm process technology contributed 9% of total wafer revenue in 1Q24, with 5nm and 7nm accounting for 37% and 19%, respectively. Advanced","images":[{"img":"https://community-static.tradeup.com/news/973ec68c75c5252c3cc1397db04e4aac","width":"1499","height":"805"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":89,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296510155587720","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":295542361583800,"gmtCreate":1713163821393,"gmtModify":1713184309605,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Webinar: Will Tesla and Apple beat their Q1 earnings?","htmlText":"Key Topics: Why the generative AI stock bubble won't burst anytime soon? What to expect from the upcoming earnings reports of Tesla and Apple? Why did Apple and Tesla underperform other Magnificent Seven stocks? Please click <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221795716206160923%22,%22type%22:2%7D\" target=\"_blank\">here</a> to access the webinar on April 17th at 7.30 pm.","listText":"Key Topics: Why the generative AI stock bubble won't burst anytime soon? What to expect from the upcoming earnings reports of Tesla and Apple? Why did Apple and Tesla underperform other Magnificent Seven stocks? Please click <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221795716206160923%22,%22type%22:2%7D\" target=\"_blank\">here</a> to access the webinar on April 17th at 7.30 pm.","text":"Key Topics: Why the generative AI stock bubble won't burst anytime soon? What to expect from the upcoming earnings reports of Tesla and Apple? Why did Apple and Tesla underperform other Magnificent Seven stocks? Please click here to access the webinar on April 17th at 7.30 pm.","images":[{"img":"https://community-static.tradeup.com/news/6a21f56090194b774554a53a5f76ad6c","width":"1125","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":102,"commentSize":2,"repostSize":17,"link":"https://ttm.financial/post/295542361583800","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0},"content":"Will the generative AI stock bubble burst anytime soon? Why did Apple and Tesla underperform other Magnificent Seven stocks in recent weeks? Will $Tesla Motors(TSLA)$ and $Apple(AAPL)$ beat their Q1 earnings? Welcomt to Join James’s Webinar on April 17th at 7:30pm","text":"Will the generative AI stock bubble burst anytime soon? Why did Apple and Tesla underperform other Magnificent Seven stocks in recent weeks? Will $Tesla Motors(TSLA)$ and $Apple(AAPL)$ beat their Q1 earnings? Welcomt to Join James’s Webinar on April 17th at 7:30pm","html":"Will the generative AI stock bubble burst anytime soon? Why did Apple and Tesla underperform other Magnificent Seven stocks in recent weeks? Will $Tesla Motors(TSLA)$ and $Apple(AAPL)$ beat their Q1 earnings? Welcomt to Join James’s Webinar on April 17th at 7:30pm"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":295248000454840,"gmtCreate":1713100471257,"gmtModify":1713102965170,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Meituan's Stock Soars 63% from 2024 Low: What's Next?","htmlText":"Meituan's <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> stock has risen 45.5% since I last covered it on January 18, 2024. I believe it's a good time to revisit Meituan, particularly given its Friday closing price of HKD102.10, which is approaching the resistance level I mentioned at HKD107.91in my previous <a href=\"https://ttm.financial/post/264304331886608\">article</a>. 4Q2023 Earnings Review: Revenue surged 22% year-over-year to RMB 73 billion in the latest quarter, while operating income reached RMB 1.7 billion compared to a loss of RMB 731 million in the corresponding period last year. Both revenue and operating income surpassed street expectations. However, the operating margin dropped to just 2.39% in 4Q2024. Operating margin was substantially higher in previous","listText":"Meituan's <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> stock has risen 45.5% since I last covered it on January 18, 2024. I believe it's a good time to revisit Meituan, particularly given its Friday closing price of HKD102.10, which is approaching the resistance level I mentioned at HKD107.91in my previous <a href=\"https://ttm.financial/post/264304331886608\">article</a>. 4Q2023 Earnings Review: Revenue surged 22% year-over-year to RMB 73 billion in the latest quarter, while operating income reached RMB 1.7 billion compared to a loss of RMB 731 million in the corresponding period last year. Both revenue and operating income surpassed street expectations. However, the operating margin dropped to just 2.39% in 4Q2024. Operating margin was substantially higher in previous","text":"Meituan's $MEITUAN-W(03690)$ stock has risen 45.5% since I last covered it on January 18, 2024. I believe it's a good time to revisit Meituan, particularly given its Friday closing price of HKD102.10, which is approaching the resistance level I mentioned at HKD107.91in my previous article. 4Q2023 Earnings Review: Revenue surged 22% year-over-year to RMB 73 billion in the latest quarter, while operating income reached RMB 1.7 billion compared to a loss of RMB 731 million in the corresponding period last year. Both revenue and operating income surpassed street expectations. However, the operating margin dropped to just 2.39% in 4Q2024. Operating margin was substantially higher in previous","images":[{"img":"https://community-static.tradeup.com/news/d04ade16a529bf6548a5f4899ebe02bc","width":"1480","height":"944"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2277,"commentSize":8,"repostSize":2055,"link":"https://ttm.financial/post/295248000454840","isVote":1,"tweetType":1,"viewCount":41082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":295247993614592,"gmtCreate":1713100457387,"gmtModify":1713102962586,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Tencent: Sluggish Gaming Growth, But Advertising Comes to the Rescue","htmlText":"4Q2023 Earnings Review: Tencent’s <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> Revenue increased by 7.07%, and Operating Income rose by 41.96% year-over-year in the latest quarter. The Operating Margin stands at 26.28% for FY2023, the highest in the past six years. VAS revenue shrank by 1.9% year-over-year, while Online Advertising and Fintech &amp; Business Services grew by 20.82% and 15.1% year-over-year respectively in the latest quarter. Moving forward, we expect the weakness in VAS (especially weak gaming revenue) to be offset by margin expansion in Online Advertising and Fintech &amp; Business Services. VAS revenue, accounting for 45% of total revenue, continues its lackluster performance mainly due to lower domestic gaming revenue and decreased Social Networks re","listText":"4Q2023 Earnings Review: Tencent’s <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> Revenue increased by 7.07%, and Operating Income rose by 41.96% year-over-year in the latest quarter. The Operating Margin stands at 26.28% for FY2023, the highest in the past six years. VAS revenue shrank by 1.9% year-over-year, while Online Advertising and Fintech &amp; Business Services grew by 20.82% and 15.1% year-over-year respectively in the latest quarter. Moving forward, we expect the weakness in VAS (especially weak gaming revenue) to be offset by margin expansion in Online Advertising and Fintech &amp; Business Services. VAS revenue, accounting for 45% of total revenue, continues its lackluster performance mainly due to lower domestic gaming revenue and decreased Social Networks re","text":"4Q2023 Earnings Review: Tencent’s $TENCENT(00700)$ Revenue increased by 7.07%, and Operating Income rose by 41.96% year-over-year in the latest quarter. The Operating Margin stands at 26.28% for FY2023, the highest in the past six years. VAS revenue shrank by 1.9% year-over-year, while Online Advertising and Fintech & Business Services grew by 20.82% and 15.1% year-over-year respectively in the latest quarter. Moving forward, we expect the weakness in VAS (especially weak gaming revenue) to be offset by margin expansion in Online Advertising and Fintech & Business Services. VAS revenue, accounting for 45% of total revenue, continues its lackluster performance mainly due to lower domestic gaming revenue and decreased Social Networks re","images":[{"img":"https://community-static.tradeup.com/news/f01ef5d9001bc2455dbab3e3694f5046","width":"1480","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2215,"commentSize":6,"repostSize":1476,"link":"https://ttm.financial/post/295247993614592","isVote":1,"tweetType":1,"viewCount":29553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":293999628411024,"gmtCreate":1712808821691,"gmtModify":1712889992418,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"4 things you need to know about the upcoming Lion-OCBC Securities APAC Financials Dividend Plus ETF ","htmlText":"Lion-OCBC Securities APAC Financials Dividend Plus ETF ( <a href=\"https://ttm.financial/S/YLD.SI\">$Lion-OSPL APAC Fin S$(YLD.SI)$</a> ) is a passive ETF that seeks to track the performance of the iEdge APAC Financials Dividend Plus Index, which comprises the 30 largest and most tradable financial sector companies listed in the Asia Pacific region with stable dividend payouts. The region consists of Australia, Hong Kong, Japan, Singapore, Korea, Indonesia, Malaysia, and Thailand. The Initial Offering Period (IOP) for the said ETF is from 11 April to 3 May 2024. 1) Good Track Record of Fund Manager The fund manager, Lion Global Investors Limited (LGI), is one of the leading asset managers in Southeast Asia. Its notable milestones include: Its assets under management (AUM) stands at S$69.9 b","listText":"Lion-OCBC Securities APAC Financials Dividend Plus ETF ( <a href=\"https://ttm.financial/S/YLD.SI\">$Lion-OSPL APAC Fin S$(YLD.SI)$</a> ) is a passive ETF that seeks to track the performance of the iEdge APAC Financials Dividend Plus Index, which comprises the 30 largest and most tradable financial sector companies listed in the Asia Pacific region with stable dividend payouts. The region consists of Australia, Hong Kong, Japan, Singapore, Korea, Indonesia, Malaysia, and Thailand. The Initial Offering Period (IOP) for the said ETF is from 11 April to 3 May 2024. 1) Good Track Record of Fund Manager The fund manager, Lion Global Investors Limited (LGI), is one of the leading asset managers in Southeast Asia. Its notable milestones include: Its assets under management (AUM) stands at S$69.9 b","text":"Lion-OCBC Securities APAC Financials Dividend Plus ETF ( $Lion-OSPL APAC Fin S$(YLD.SI)$ ) is a passive ETF that seeks to track the performance of the iEdge APAC Financials Dividend Plus Index, which comprises the 30 largest and most tradable financial sector companies listed in the Asia Pacific region with stable dividend payouts. The region consists of Australia, Hong Kong, Japan, Singapore, Korea, Indonesia, Malaysia, and Thailand. The Initial Offering Period (IOP) for the said ETF is from 11 April to 3 May 2024. 1) Good Track Record of Fund Manager The fund manager, Lion Global Investors Limited (LGI), is one of the leading asset managers in Southeast Asia. Its notable milestones include: Its assets under management (AUM) stands at S$69.9 b","images":[{"img":"https://community-static.tradeup.com/news/03665557ac87aa22ca5d33721ec1ddf6","width":"997","height":"628"},{"img":"https://community-static.tradeup.com/news/e704bf5a5a647dbe15238e79f3c96495","width":"1147","height":"585"},{"img":"https://community-static.tradeup.com/news/da11d55c4846e5c85d027d3d95b297b7","width":"1023","height":"636"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":77,"commentSize":0,"repostSize":16,"link":"https://ttm.financial/post/293999628411024","isVote":1,"tweetType":1,"viewCount":6954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":293426437795856,"gmtCreate":1712656829706,"gmtModify":1712682296763,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Don't fret: US bull market still has legs","htmlText":"The S&amp;P 500 fell by 0.04% on Monday, following a minor sell-off of 1% last week. Although the S&amp;P 500 is currently trading just 0.99% or 52 points below its all-time high at 5,254, some stocks have recently experienced notable corrections. Notable examples include Nvidia (-8% off ATH), AMD (-20% off ATH), SMCI (-22% off ATH), and Ulta Beauty (-20% off ATH). &nbsp; Last week's weak performance in the S&amp;P 500 was likely due to: Federal Reserve's Kashkari floating the idea of no rate cut this year. A strong non-farm payrolls report. The tax filing season. &nbsp; We are not particularly worried because: Fed's Kashkari is not a member of the Fed's policy-setting committee, and therefore, his statements do not carry much weight. The strong non-farm payrolls suggest a stronger-than","listText":"The S&amp;P 500 fell by 0.04% on Monday, following a minor sell-off of 1% last week. Although the S&amp;P 500 is currently trading just 0.99% or 52 points below its all-time high at 5,254, some stocks have recently experienced notable corrections. Notable examples include Nvidia (-8% off ATH), AMD (-20% off ATH), SMCI (-22% off ATH), and Ulta Beauty (-20% off ATH). &nbsp; Last week's weak performance in the S&amp;P 500 was likely due to: Federal Reserve's Kashkari floating the idea of no rate cut this year. A strong non-farm payrolls report. The tax filing season. &nbsp; We are not particularly worried because: Fed's Kashkari is not a member of the Fed's policy-setting committee, and therefore, his statements do not carry much weight. The strong non-farm payrolls suggest a stronger-than","text":"The S&P 500 fell by 0.04% on Monday, following a minor sell-off of 1% last week. Although the S&P 500 is currently trading just 0.99% or 52 points below its all-time high at 5,254, some stocks have recently experienced notable corrections. Notable examples include Nvidia (-8% off ATH), AMD (-20% off ATH), SMCI (-22% off ATH), and Ulta Beauty (-20% off ATH). Last week's weak performance in the S&P 500 was likely due to: Federal Reserve's Kashkari floating the idea of no rate cut this year. A strong non-farm payrolls report. The tax filing season. We are not particularly worried because: Fed's Kashkari is not a member of the Fed's policy-setting committee, and therefore, his statements do not carry much weight. The strong non-farm payrolls suggest a stronger-than","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":98,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/293426437795856","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":295248000454840,"gmtCreate":1713100471257,"gmtModify":1713102965170,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Meituan's Stock Soars 63% from 2024 Low: What's Next?","htmlText":"Meituan's <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> stock has risen 45.5% since I last covered it on January 18, 2024. I believe it's a good time to revisit Meituan, particularly given its Friday closing price of HKD102.10, which is approaching the resistance level I mentioned at HKD107.91in my previous <a href=\"https://ttm.financial/post/264304331886608\">article</a>. 4Q2023 Earnings Review: Revenue surged 22% year-over-year to RMB 73 billion in the latest quarter, while operating income reached RMB 1.7 billion compared to a loss of RMB 731 million in the corresponding period last year. Both revenue and operating income surpassed street expectations. However, the operating margin dropped to just 2.39% in 4Q2024. Operating margin was substantially higher in previous","listText":"Meituan's <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> stock has risen 45.5% since I last covered it on January 18, 2024. I believe it's a good time to revisit Meituan, particularly given its Friday closing price of HKD102.10, which is approaching the resistance level I mentioned at HKD107.91in my previous <a href=\"https://ttm.financial/post/264304331886608\">article</a>. 4Q2023 Earnings Review: Revenue surged 22% year-over-year to RMB 73 billion in the latest quarter, while operating income reached RMB 1.7 billion compared to a loss of RMB 731 million in the corresponding period last year. Both revenue and operating income surpassed street expectations. However, the operating margin dropped to just 2.39% in 4Q2024. Operating margin was substantially higher in previous","text":"Meituan's $MEITUAN-W(03690)$ stock has risen 45.5% since I last covered it on January 18, 2024. I believe it's a good time to revisit Meituan, particularly given its Friday closing price of HKD102.10, which is approaching the resistance level I mentioned at HKD107.91in my previous article. 4Q2023 Earnings Review: Revenue surged 22% year-over-year to RMB 73 billion in the latest quarter, while operating income reached RMB 1.7 billion compared to a loss of RMB 731 million in the corresponding period last year. Both revenue and operating income surpassed street expectations. However, the operating margin dropped to just 2.39% in 4Q2024. Operating margin was substantially higher in previous","images":[{"img":"https://community-static.tradeup.com/news/d04ade16a529bf6548a5f4899ebe02bc","width":"1480","height":"944"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2277,"commentSize":8,"repostSize":2055,"link":"https://ttm.financial/post/295248000454840","isVote":1,"tweetType":1,"viewCount":41082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":268695244431360,"gmtCreate":1706620192489,"gmtModify":1706679982542,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"James Ooi: 2024 US Market Outlook and Strategic Insights in 19 Graphs","htmlText":"Content: ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2023 Recap ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Wall Street’s S&amp;P 500 2024 Year-end Forecasts ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Will There be a ‘Second Wave’ of Inflation in the US? ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; When Will the Fed Cut Rates in 2024? ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Why a March Rate Cit is still a Likely Scenario? ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The Prediction of 6 Rate Cuts in 2024 Appears Overly Aggressive ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Equity Risk Premium: The Stock Market Isn't Rewarding You for Taking Risk ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Our S&amp;P 500 2024 Year-end Forecast ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The Fed could pull off a Soft Landing ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&amp;n","listText":"Content: ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2023 Recap ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Wall Street’s S&amp;P 500 2024 Year-end Forecasts ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Will There be a ‘Second Wave’ of Inflation in the US? ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; When Will the Fed Cut Rates in 2024? ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Why a March Rate Cit is still a Likely Scenario? ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The Prediction of 6 Rate Cuts in 2024 Appears Overly Aggressive ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Equity Risk Premium: The Stock Market Isn't Rewarding You for Taking Risk ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Our S&amp;P 500 2024 Year-end Forecast ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The Fed could pull off a Soft Landing ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&amp;n","text":"Content: · 2023 Recap · Wall Street’s S&P 500 2024 Year-end Forecasts · Will There be a ‘Second Wave’ of Inflation in the US? · When Will the Fed Cut Rates in 2024? · Why a March Rate Cit is still a Likely Scenario? · The Prediction of 6 Rate Cuts in 2024 Appears Overly Aggressive · Equity Risk Premium: The Stock Market Isn't Rewarding You for Taking Risk · Our S&P 500 2024 Year-end Forecast · The Fed could pull off a Soft Landing · &n","images":[{"img":"https://community-static.tradeup.com/news/7f7b1adfea45a2929b3cbe9c921708cf","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/84326021e0cf96a9119224b4f35077ba","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/28076388833bce44eafe9dfa57230aa8","width":"2560","height":"1440"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2481,"commentSize":9,"repostSize":2155,"link":"https://ttm.financial/post/268695244431360","isVote":1,"tweetType":1,"viewCount":43180,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4153242433463452","authorId":"4153242433463452","name":"Cookester","avatar":"https://community-static.tradeup.com/news/b10f0a12bd2dbc6649d5c1c90a348eaa","crmLevel":1,"crmLevelSwitch":0},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":20,"langContent":"EN","totalScore":0},{"id":262639409815744,"gmtCreate":1705154986256,"gmtModify":1705556192300,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"The Magnificent Seven Powers S&P 500 higher in Second Week: Is 2024 Another Blockbuster Year for AI? ","htmlText":"SPDR S&amp;P 500 ETF ( <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> ) rebounded 1.87% in the second week of Jan 2024 whereas the Magnificent Seven is responsible for 70% of the S&amp;P 500's gains during the same period. The Magnificent Seven also drove 105% of the S&amp;P 500's total returns year-to-date. S&amp;P 500 returned 0.34% thus far this year. The substantial contribution of the Magnificent Seven to the S&amp;P 500's gains indicates that 2024 could be another significant year for AI. While owning these seven stocks appears to be the market's \"most crowded\" trade due to their notable share price rally in 2023, they remain poised to benefit the most from the ongoing AI craze. We think that that only a few large-cap stocks are participating in the celeb","listText":"SPDR S&amp;P 500 ETF ( <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> ) rebounded 1.87% in the second week of Jan 2024 whereas the Magnificent Seven is responsible for 70% of the S&amp;P 500's gains during the same period. The Magnificent Seven also drove 105% of the S&amp;P 500's total returns year-to-date. S&amp;P 500 returned 0.34% thus far this year. The substantial contribution of the Magnificent Seven to the S&amp;P 500's gains indicates that 2024 could be another significant year for AI. While owning these seven stocks appears to be the market's \"most crowded\" trade due to their notable share price rally in 2023, they remain poised to benefit the most from the ongoing AI craze. We think that that only a few large-cap stocks are participating in the celeb","text":"SPDR S&P 500 ETF ( $SPDR S&P 500 ETF Trust(SPY)$ ) rebounded 1.87% in the second week of Jan 2024 whereas the Magnificent Seven is responsible for 70% of the S&P 500's gains during the same period. The Magnificent Seven also drove 105% of the S&P 500's total returns year-to-date. S&P 500 returned 0.34% thus far this year. The substantial contribution of the Magnificent Seven to the S&P 500's gains indicates that 2024 could be another significant year for AI. While owning these seven stocks appears to be the market's \"most crowded\" trade due to their notable share price rally in 2023, they remain poised to benefit the most from the ongoing AI craze. We think that that only a few large-cap stocks are participating in the celeb","images":[{"img":"https://community-static.tradeup.com/news/90a4a518ed1ad0060c661bc3ccd6b1a3","width":"487","height":"611"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3738,"commentSize":7,"repostSize":1571,"link":"https://ttm.financial/post/262639409815744","isVote":1,"tweetType":1,"viewCount":35386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":2,"crmLevelSwitch":1},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":281051084812560,"gmtCreate":1709640562424,"gmtModify":1709829602092,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Why SMCI Isn't the Stock to Play Nvidia's AI Boom？","htmlText":"SMCI <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> has experienced a 276% year-to-date surge, reaching USD 1074.34. Its remarkable performance is primarily attributed to: The company is poised to join the S&amp;P 500 Index, with the effective inclusion scheduled before the opening of trading on Monday, March 18, aligning with the quarterly rebalance. The latest earnings results and forecasts have surpassed street expectations. SMCI is capitalizing on the AI spending boom, as the company sells AI server solutions, including rackmounts used for deploying AI chips. Why SMCI isn’t the stock to play the artificial intelligence revolution? Its gross profit margin and operating margin were only 15.4% and 10.14%, respectively, while Nvidia's gross profit margin","listText":"SMCI <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> has experienced a 276% year-to-date surge, reaching USD 1074.34. Its remarkable performance is primarily attributed to: The company is poised to join the S&amp;P 500 Index, with the effective inclusion scheduled before the opening of trading on Monday, March 18, aligning with the quarterly rebalance. The latest earnings results and forecasts have surpassed street expectations. SMCI is capitalizing on the AI spending boom, as the company sells AI server solutions, including rackmounts used for deploying AI chips. Why SMCI isn’t the stock to play the artificial intelligence revolution? Its gross profit margin and operating margin were only 15.4% and 10.14%, respectively, while Nvidia's gross profit margin","text":"SMCI $SUPER MICRO COMPUTER INC(SMCI)$ has experienced a 276% year-to-date surge, reaching USD 1074.34. Its remarkable performance is primarily attributed to: The company is poised to join the S&P 500 Index, with the effective inclusion scheduled before the opening of trading on Monday, March 18, aligning with the quarterly rebalance. The latest earnings results and forecasts have surpassed street expectations. SMCI is capitalizing on the AI spending boom, as the company sells AI server solutions, including rackmounts used for deploying AI chips. Why SMCI isn’t the stock to play the artificial intelligence revolution? Its gross profit margin and operating margin were only 15.4% and 10.14%, respectively, while Nvidia's gross profit margin","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1939,"commentSize":11,"repostSize":1886,"link":"https://ttm.financial/post/281051084812560","isVote":1,"tweetType":1,"viewCount":38583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585634044713216","authorId":"3585634044713216","name":"Kong123","avatar":"https://community-static.tradeup.com/news/d192060951db7a8f7fd657cc3132995b","crmLevel":8,"crmLevelSwitch":0},"content":"Can someone helpup your mind , clear out your negative energy.....","text":"Can someone helpup your mind , clear out your negative energy.....","html":"Can someone helpup your mind , clear out your negative energy....."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274193873096768,"gmtCreate":1707979794684,"gmtModify":1707980934443,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Has Alibaba Stock Finally Bottomed?","htmlText":"Share Price Performance: The U.S.-listed Alibaba ( <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> ) fell 5.32%, while HK-listed Alibaba ( <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> ) fell 6.35% year-to-date, outperforming the Hang Seng Tech Index, which has posted a -15.05% return year-to-date. However, BABA is currently trading at USD 73.39, which is still down 77% from its all-time high of USD 317. Source: Bloomberg, 14 Feb 2024 Technical Analysis: There is an inverted head and shoulders pattern in the making, which will be fully formed once it breaks above the neckline at USD78. The earlier inverted head and shoulders pattern successfully formed and propelled Alibaba's stock price to USD 119 in early 2023. While this pattern has worked well for Alibaba","listText":"Share Price Performance: The U.S.-listed Alibaba ( <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> ) fell 5.32%, while HK-listed Alibaba ( <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> ) fell 6.35% year-to-date, outperforming the Hang Seng Tech Index, which has posted a -15.05% return year-to-date. However, BABA is currently trading at USD 73.39, which is still down 77% from its all-time high of USD 317. Source: Bloomberg, 14 Feb 2024 Technical Analysis: There is an inverted head and shoulders pattern in the making, which will be fully formed once it breaks above the neckline at USD78. The earlier inverted head and shoulders pattern successfully formed and propelled Alibaba's stock price to USD 119 in early 2023. While this pattern has worked well for Alibaba","text":"Share Price Performance: The U.S.-listed Alibaba ( $Alibaba(BABA)$ ) fell 5.32%, while HK-listed Alibaba ( $Alibaba(09988)$ ) fell 6.35% year-to-date, outperforming the Hang Seng Tech Index, which has posted a -15.05% return year-to-date. However, BABA is currently trading at USD 73.39, which is still down 77% from its all-time high of USD 317. Source: Bloomberg, 14 Feb 2024 Technical Analysis: There is an inverted head and shoulders pattern in the making, which will be fully formed once it breaks above the neckline at USD78. The earlier inverted head and shoulders pattern successfully formed and propelled Alibaba's stock price to USD 119 in early 2023. While this pattern has worked well for Alibaba","images":[{"img":"https://community-static.tradeup.com/news/fc8e3403a9d30649ac441c0d21571648","width":"1916","height":"917"},{"img":"https://community-static.tradeup.com/news/8782ce2241b23db992be38e387d25e8e","width":"1823","height":"949"},{"img":"https://community-static.tradeup.com/news/d0ed362d79b23389a11191e1e75620c5","width":"1827","height":"947"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2518,"commentSize":8,"repostSize":1442,"link":"https://ttm.financial/post/274193873096768","isVote":1,"tweetType":1,"viewCount":33607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4170850266126302","authorId":"4170850266126302","name":"LustrousL","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":295247993614592,"gmtCreate":1713100457387,"gmtModify":1713102962586,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Tencent: Sluggish Gaming Growth, But Advertising Comes to the Rescue","htmlText":"4Q2023 Earnings Review: Tencent’s <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> Revenue increased by 7.07%, and Operating Income rose by 41.96% year-over-year in the latest quarter. The Operating Margin stands at 26.28% for FY2023, the highest in the past six years. VAS revenue shrank by 1.9% year-over-year, while Online Advertising and Fintech &amp; Business Services grew by 20.82% and 15.1% year-over-year respectively in the latest quarter. Moving forward, we expect the weakness in VAS (especially weak gaming revenue) to be offset by margin expansion in Online Advertising and Fintech &amp; Business Services. VAS revenue, accounting for 45% of total revenue, continues its lackluster performance mainly due to lower domestic gaming revenue and decreased Social Networks re","listText":"4Q2023 Earnings Review: Tencent’s <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> Revenue increased by 7.07%, and Operating Income rose by 41.96% year-over-year in the latest quarter. The Operating Margin stands at 26.28% for FY2023, the highest in the past six years. VAS revenue shrank by 1.9% year-over-year, while Online Advertising and Fintech &amp; Business Services grew by 20.82% and 15.1% year-over-year respectively in the latest quarter. Moving forward, we expect the weakness in VAS (especially weak gaming revenue) to be offset by margin expansion in Online Advertising and Fintech &amp; Business Services. VAS revenue, accounting for 45% of total revenue, continues its lackluster performance mainly due to lower domestic gaming revenue and decreased Social Networks re","text":"4Q2023 Earnings Review: Tencent’s $TENCENT(00700)$ Revenue increased by 7.07%, and Operating Income rose by 41.96% year-over-year in the latest quarter. The Operating Margin stands at 26.28% for FY2023, the highest in the past six years. VAS revenue shrank by 1.9% year-over-year, while Online Advertising and Fintech & Business Services grew by 20.82% and 15.1% year-over-year respectively in the latest quarter. Moving forward, we expect the weakness in VAS (especially weak gaming revenue) to be offset by margin expansion in Online Advertising and Fintech & Business Services. VAS revenue, accounting for 45% of total revenue, continues its lackluster performance mainly due to lower domestic gaming revenue and decreased Social Networks re","images":[{"img":"https://community-static.tradeup.com/news/f01ef5d9001bc2455dbab3e3694f5046","width":"1480","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2215,"commentSize":6,"repostSize":1476,"link":"https://ttm.financial/post/295247993614592","isVote":1,"tweetType":1,"viewCount":29553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":281390326607872,"gmtCreate":1709727320330,"gmtModify":1709744377484,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Apple stock fell 14% from its ATH. How low can Apple stock go?","htmlText":"Stock Performance: Apple ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ) stock has experienced a 14% decline from its all-time high (ATH) and an 11% decrease year-to-date. The underperformance, particularly in comparison to other Magnificent Seven stocks, can be attributed to several factors: Analysts downgraded Apple stock. Counterpoint Research reported a 24% year-on-year drop in iPhone sales, while Huawei's smartphone sales saw a notable 64% year-on-year increase in the first six weeks of 2024. Source: Countetpoint Technical Analysis: A Double Tops reversal pattern is currently forming, with a target price of USD133.03 anticipated once the stock breaks below the neckline at USD165.24. Considering the weak candlestick pattern, it is plausible that Apple stock might","listText":"Stock Performance: Apple ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ) stock has experienced a 14% decline from its all-time high (ATH) and an 11% decrease year-to-date. The underperformance, particularly in comparison to other Magnificent Seven stocks, can be attributed to several factors: Analysts downgraded Apple stock. Counterpoint Research reported a 24% year-on-year drop in iPhone sales, while Huawei's smartphone sales saw a notable 64% year-on-year increase in the first six weeks of 2024. Source: Countetpoint Technical Analysis: A Double Tops reversal pattern is currently forming, with a target price of USD133.03 anticipated once the stock breaks below the neckline at USD165.24. Considering the weak candlestick pattern, it is plausible that Apple stock might","text":"Stock Performance: Apple ( $Apple(AAPL)$ ) stock has experienced a 14% decline from its all-time high (ATH) and an 11% decrease year-to-date. The underperformance, particularly in comparison to other Magnificent Seven stocks, can be attributed to several factors: Analysts downgraded Apple stock. Counterpoint Research reported a 24% year-on-year drop in iPhone sales, while Huawei's smartphone sales saw a notable 64% year-on-year increase in the first six weeks of 2024. Source: Countetpoint Technical Analysis: A Double Tops reversal pattern is currently forming, with a target price of USD133.03 anticipated once the stock breaks below the neckline at USD165.24. Considering the weak candlestick pattern, it is plausible that Apple stock might","images":[{"img":"https://community-static.tradeup.com/news/8f2e9935ce854391d5217d309b8a9754","width":"1634","height":"832"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1737,"commentSize":6,"repostSize":899,"link":"https://ttm.financial/post/281390326607872","isVote":1,"tweetType":1,"viewCount":20807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172792741802032","authorId":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","crmLevel":1,"crmLevelSwitch":0},"content":"Apple's stock has challenges for 2024 with declining market growth","text":"Apple's stock has challenges for 2024 with declining market growth","html":"Apple's stock has challenges for 2024 with declining market growth"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":281390391771232,"gmtCreate":1709727337622,"gmtModify":1709744342302,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"S&P 500 is near its all time high. No need to panic?","htmlText":"The S&amp;P 500 has not undergone a correction of more than 2% since reaching its October low last year. This pattern suggests that investors may have succumbed to Fear of Missing Out (FOMO) and engaged in panic buying, particularly due to optimism regarding artificial intelligence (AI). It is anticipated that investors’ concerns and unease may only arise if a correction exceeding 2% occurs within the current year. Fibonacci Expansion still indicates a S&amp;P 500 target price of 6118 for the entire bull run. Nevertheless, the S&amp;P 500&nbsp; may encounter a strong resistance level at the 61.8% Fibonacci level at 5115, potentially leading to a decline to the 50% Fibonacci level at 4805. Despite the possibility of facing these resistance levels, there is currently no significant shift","listText":"The S&amp;P 500 has not undergone a correction of more than 2% since reaching its October low last year. This pattern suggests that investors may have succumbed to Fear of Missing Out (FOMO) and engaged in panic buying, particularly due to optimism regarding artificial intelligence (AI). It is anticipated that investors’ concerns and unease may only arise if a correction exceeding 2% occurs within the current year. Fibonacci Expansion still indicates a S&amp;P 500 target price of 6118 for the entire bull run. Nevertheless, the S&amp;P 500&nbsp; may encounter a strong resistance level at the 61.8% Fibonacci level at 5115, potentially leading to a decline to the 50% Fibonacci level at 4805. Despite the possibility of facing these resistance levels, there is currently no significant shift","text":"The S&P 500 has not undergone a correction of more than 2% since reaching its October low last year. This pattern suggests that investors may have succumbed to Fear of Missing Out (FOMO) and engaged in panic buying, particularly due to optimism regarding artificial intelligence (AI). It is anticipated that investors’ concerns and unease may only arise if a correction exceeding 2% occurs within the current year. Fibonacci Expansion still indicates a S&P 500 target price of 6118 for the entire bull run. Nevertheless, the S&P 500 may encounter a strong resistance level at the 61.8% Fibonacci level at 5115, potentially leading to a decline to the 50% Fibonacci level at 4805. Despite the possibility of facing these resistance levels, there is currently no significant shift","images":[{"img":"https://community-static.tradeup.com/news/623075c6e01d57d8f8e9877b9f3b8f9e","width":"1829","height":"946"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1656,"commentSize":5,"repostSize":579,"link":"https://ttm.financial/post/281390391771232","isVote":1,"tweetType":1,"viewCount":14294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093506715888910","authorId":"4093506715888910","name":"CLx9","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"On your last point relating to Investment Strategy, do you mean to sell off the S&P 500 ETFs and purchase individual stocks?","text":"On your last point relating to Investment Strategy, do you mean to sell off the S&P 500 ETFs and purchase individual stocks?","html":"On your last point relating to Investment Strategy, do you mean to sell off the S&P 500 ETFs and purchase individual stocks?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":268980543234208,"gmtCreate":1706703720135,"gmtModify":1706703754100,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Microsoft Beats Q2 Earnings. Where Is the Stock Headed?","htmlText":"Share Price Performance: Microsoft (<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) has soared 8.66% year-to-date, outperforming the S&amp;P 500 and Nasdaq-100, which have posted returns of 3.34% and 3.91% YTD, respectively. Microsoft's stock has increased by 90.71% from its 2022 low, rising from USD 214.25 to the current share price of USD 408.59. In after-hours trading, its share price is currently at a -0.28% loss, trading at USD 407.64. 2Q 2024 Earnings Call: Both Microsoft’s revenue and EPS beat street expectations. Revenue: $62.02 billion vs. $61.12 billion (Beat by 1.5%) EPS: $2.93 vs. $2.78 expected (Beat by 5.4%) Azure YoY Growth: +30% vs +27.7% expected Guidance: While revenue from the Productivity and Business Processes unit, Intelligent Cloud, and More Pers","listText":"Share Price Performance: Microsoft (<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) has soared 8.66% year-to-date, outperforming the S&amp;P 500 and Nasdaq-100, which have posted returns of 3.34% and 3.91% YTD, respectively. Microsoft's stock has increased by 90.71% from its 2022 low, rising from USD 214.25 to the current share price of USD 408.59. In after-hours trading, its share price is currently at a -0.28% loss, trading at USD 407.64. 2Q 2024 Earnings Call: Both Microsoft’s revenue and EPS beat street expectations. Revenue: $62.02 billion vs. $61.12 billion (Beat by 1.5%) EPS: $2.93 vs. $2.78 expected (Beat by 5.4%) Azure YoY Growth: +30% vs +27.7% expected Guidance: While revenue from the Productivity and Business Processes unit, Intelligent Cloud, and More Pers","text":"Share Price Performance: Microsoft ($Microsoft(MSFT)$ ) has soared 8.66% year-to-date, outperforming the S&P 500 and Nasdaq-100, which have posted returns of 3.34% and 3.91% YTD, respectively. Microsoft's stock has increased by 90.71% from its 2022 low, rising from USD 214.25 to the current share price of USD 408.59. In after-hours trading, its share price is currently at a -0.28% loss, trading at USD 407.64. 2Q 2024 Earnings Call: Both Microsoft’s revenue and EPS beat street expectations. Revenue: $62.02 billion vs. $61.12 billion (Beat by 1.5%) EPS: $2.93 vs. $2.78 expected (Beat by 5.4%) Azure YoY Growth: +30% vs +27.7% expected Guidance: While revenue from the Productivity and Business Processes unit, Intelligent Cloud, and More Pers","images":[{"img":"https://community-static.tradeup.com/news/0f1a3a0cc7d1ec54fb536c5903e28bc2","width":"662","height":"137"},{"img":"https://community-static.tradeup.com/news/8c7459aeca8c3fdabeaebb70e5040141","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/0bfb8d5abe3e835898bf17967615cd22","width":"1829","height":"939"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2313,"commentSize":1,"repostSize":172,"link":"https://ttm.financial/post/268980543234208","isVote":1,"tweetType":1,"viewCount":6142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":274493989556472,"gmtCreate":1708052928282,"gmtModify":1708506741219,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Major Indices Typically Generate Positive Returns In The Year Of The Dragon","htmlText":"It is also important to note that the S&amp;P 500 underperformed all other indices mentioned above in the last Year of the Dragon, which was 2012. Thus, it might be wise to include some of the Asia Index ETFs in one's portfolio this year. <a href=\"https://ttm.financial/S/02800\">$TRACKER FUND(02800)$</a> <a href=\"https://ttm.financial/S/ES3.SI\">$STI ETF(ES3.SI)$</a> <a href=\"https://ttm.financial/S/03153\">$CSOP NIKKEI225(03153)$</a>","listText":"It is also important to note that the S&amp;P 500 underperformed all other indices mentioned above in the last Year of the Dragon, which was 2012. Thus, it might be wise to include some of the Asia Index ETFs in one's portfolio this year. <a href=\"https://ttm.financial/S/02800\">$TRACKER FUND(02800)$</a> <a href=\"https://ttm.financial/S/ES3.SI\">$STI ETF(ES3.SI)$</a> <a href=\"https://ttm.financial/S/03153\">$CSOP NIKKEI225(03153)$</a>","text":"It is also important to note that the S&P 500 underperformed all other indices mentioned above in the last Year of the Dragon, which was 2012. Thus, it might be wise to include some of the Asia Index ETFs in one's portfolio this year. $TRACKER FUND(02800)$ $STI ETF(ES3.SI)$ $CSOP NIKKEI225(03153)$","images":[{"img":"https://community-static.tradeup.com/news/b0cb17921b6eff5d6fb5ccb33defb342","width":"484","height":"320"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":78,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/274493989556472","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":269792490418424,"gmtCreate":1706876438903,"gmtModify":1706876771282,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Apple Stock Falls, But Keep Calm and HODL?","htmlText":"Share Price Performance: Apple( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ), Amazon( <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> ), and Meta( <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ) all announced earnings after the market closed on Thursday. In summary, investors cheers on Meta’s best quarterly sales growth in more than two years, along with dividend announcements and share buybacks, while Amazon surprises investors on the upside with its advertising and AWS growth. In after-hours trading, Apple showed weaker performance compared to Meta and Amazon, experiencing a 2.9% decline, while Meta posted a 15.22% increase and Amazon posted a 7.1% uptick. Apple's investors are expressing concerns about the decline in sales in China","listText":"Share Price Performance: Apple( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ), Amazon( <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> ), and Meta( <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ) all announced earnings after the market closed on Thursday. In summary, investors cheers on Meta’s best quarterly sales growth in more than two years, along with dividend announcements and share buybacks, while Amazon surprises investors on the upside with its advertising and AWS growth. In after-hours trading, Apple showed weaker performance compared to Meta and Amazon, experiencing a 2.9% decline, while Meta posted a 15.22% increase and Amazon posted a 7.1% uptick. Apple's investors are expressing concerns about the decline in sales in China","text":"Share Price Performance: Apple( $Apple(AAPL)$ ), Amazon( $Amazon.com(AMZN)$ ), and Meta( $Meta Platforms, Inc.(META)$ ) all announced earnings after the market closed on Thursday. In summary, investors cheers on Meta’s best quarterly sales growth in more than two years, along with dividend announcements and share buybacks, while Amazon surprises investors on the upside with its advertising and AWS growth. In after-hours trading, Apple showed weaker performance compared to Meta and Amazon, experiencing a 2.9% decline, while Meta posted a 15.22% increase and Amazon posted a 7.1% uptick. Apple's investors are expressing concerns about the decline in sales in China","images":[{"img":"https://community-static.tradeup.com/news/86776f1a6cb1ae671d2e064ed3d35ea2","width":"1634","height":"831"},{"img":"https://community-static.tradeup.com/news/89b6e770d3de07becf8757a2feb3aae8","width":"427","height":"214"},{"img":"https://community-static.tradeup.com/news/f89fbb306ca015c79776cd11fe8067a0","width":"1634","height":"834"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":914,"commentSize":5,"repostSize":87,"link":"https://ttm.financial/post/269792490418424","isVote":1,"tweetType":1,"viewCount":3191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":273567252173008,"gmtCreate":1707826789218,"gmtModify":1708427659504,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"How High Can ARM Stock Rise?","htmlText":"Arm( <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ) stock has surged by 93.44% over the past three trading days, reaching a current price of USD148.97, nearly triple its IPO price of USD51 per share.The rally can be attributed to its recent earnings call, which highlighted the following factors:Better-than-expected earnings for 3Q2024, primarily fueled by Artificial Intelligence (AI) demand..Forecasted EPS for 4Q2024 to range between 28 cents and 32 cents, compared to the expected 21 cents, and sales projected to be between $850 million and $900 million, exceeding the anticipated $780 million.Arm announced the possibility of doubling charges for its latest instruction set, which contributes 15% of the company's royalties.Will SoftBank Sell its ARM stake?Arm is still 90","listText":"Arm( <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ) stock has surged by 93.44% over the past three trading days, reaching a current price of USD148.97, nearly triple its IPO price of USD51 per share.The rally can be attributed to its recent earnings call, which highlighted the following factors:Better-than-expected earnings for 3Q2024, primarily fueled by Artificial Intelligence (AI) demand..Forecasted EPS for 4Q2024 to range between 28 cents and 32 cents, compared to the expected 21 cents, and sales projected to be between $850 million and $900 million, exceeding the anticipated $780 million.Arm announced the possibility of doubling charges for its latest instruction set, which contributes 15% of the company's royalties.Will SoftBank Sell its ARM stake?Arm is still 90","text":"Arm( $ARM Holdings Ltd(ARM)$ ) stock has surged by 93.44% over the past three trading days, reaching a current price of USD148.97, nearly triple its IPO price of USD51 per share.The rally can be attributed to its recent earnings call, which highlighted the following factors:Better-than-expected earnings for 3Q2024, primarily fueled by Artificial Intelligence (AI) demand..Forecasted EPS for 4Q2024 to range between 28 cents and 32 cents, compared to the expected 21 cents, and sales projected to be between $850 million and $900 million, exceeding the anticipated $780 million.Arm announced the possibility of doubling charges for its latest instruction set, which contributes 15% of the company's royalties.Will SoftBank Sell its ARM stake?Arm is still 90","images":[{"img":"https://community-static.tradeup.com/news/c7eec86461f3a7b5e5462ed698bce4e4","width":"1836","height":"956"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":626,"commentSize":113,"repostSize":65,"link":"https://ttm.financial/post/273567252173008","isVote":1,"tweetType":1,"viewCount":16633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":2,"crmLevelSwitch":1},"content":"Come @GoodLife99 @melson @b1uesky @Kok @Universe宇宙 @icycrystal @Shyon @rL @ZEROHERO @SPOT_ON @SR050321","text":"Come @GoodLife99 @melson @b1uesky @Kok @Universe宇宙 @icycrystal @Shyon @rL @ZEROHERO @SPOT_ON @SR050321","html":"Come @GoodLife99 @melson @b1uesky @Kok @Universe宇宙 @icycrystal @Shyon @rL @ZEROHERO @SPOT_ON @SR050321"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":265521831841816,"gmtCreate":1705848691841,"gmtModify":1705894417736,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Could TSMC be the eighth company added to the Magnificent Seven?","htmlText":"When investors think of the Magnificent Seven, they will primarily associate it with large-cap stocks that delivered outsized returns in 2023, driven by optimism in AI. Therefore, TSMC( <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ), the large-cap AI chip maker, has the potential to be named as the eighth company added to the Magnificent Seven if it delivers a similar outsized return as we have seen in the Magnificent Seven. Key takeaways from Q4 earnings results 4Q2023's revenue declined 0% year-on-year to TWD 625 billion, while operating income fell 19.95% year-on-year to TWD 260 billion. However, investors are optimistic as they may have witnessed the worst year-on-year decline in revenue and operating income, with growth rates at -19.93% and -26","listText":"When investors think of the Magnificent Seven, they will primarily associate it with large-cap stocks that delivered outsized returns in 2023, driven by optimism in AI. Therefore, TSMC( <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ), the large-cap AI chip maker, has the potential to be named as the eighth company added to the Magnificent Seven if it delivers a similar outsized return as we have seen in the Magnificent Seven. Key takeaways from Q4 earnings results 4Q2023's revenue declined 0% year-on-year to TWD 625 billion, while operating income fell 19.95% year-on-year to TWD 260 billion. However, investors are optimistic as they may have witnessed the worst year-on-year decline in revenue and operating income, with growth rates at -19.93% and -26","text":"When investors think of the Magnificent Seven, they will primarily associate it with large-cap stocks that delivered outsized returns in 2023, driven by optimism in AI. Therefore, TSMC( $Taiwan Semiconductor Manufacturing(TSM)$ ), the large-cap AI chip maker, has the potential to be named as the eighth company added to the Magnificent Seven if it delivers a similar outsized return as we have seen in the Magnificent Seven. Key takeaways from Q4 earnings results 4Q2023's revenue declined 0% year-on-year to TWD 625 billion, while operating income fell 19.95% year-on-year to TWD 260 billion. However, investors are optimistic as they may have witnessed the worst year-on-year decline in revenue and operating income, with growth rates at -19.93% and -26","images":[{"img":"https://community-static.tradeup.com/news/6438a5bbb92006ab5cf6179503f128a1","width":"1916","height":"825"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":253,"commentSize":2,"repostSize":99,"link":"https://ttm.financial/post/265521831841816","isVote":1,"tweetType":1,"viewCount":3489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":269793035055344,"gmtCreate":1706876406002,"gmtModify":1706876554071,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Webinar: Can the Magnificent Seven save your stock portfolio in 2024?","htmlText":"Please click <a href=\"https://ttm.financial/m/live/1789127194990602/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789127194990602%22%2C%22type%22%3A2%7D\" target=\"_blank\">here</a> to access the webinar on February 7th at 7:30 pm.","listText":"Please click <a href=\"https://ttm.financial/m/live/1789127194990602/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789127194990602%22%2C%22type%22%3A2%7D\" target=\"_blank\">here</a> to access the webinar on February 7th at 7:30 pm.","text":"Please click here to access the webinar on February 7th at 7:30 pm.","images":[{"img":"https://community-static.tradeup.com/news/d37b1e891355a9da657f58976fa600f3","width":"1125","height":"2279"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":320,"commentSize":3,"repostSize":32,"link":"https://ttm.financial/post/269793035055344","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0},"content":"How can AI propel the Magnificent Seven higher? After the 2023 rally in Magnificent Seven stocks, are they still worth investing in? What do their quarterly earnings tell you? Please click here to access the webinar on February 7th at 7:30 pm.","text":"How can AI propel the Magnificent Seven higher? After the 2023 rally in Magnificent Seven stocks, are they still worth investing in? What do their quarterly earnings tell you? Please click here to access the webinar on February 7th at 7:30 pm.","html":"How can AI propel the Magnificent Seven higher? After the 2023 rally in Magnificent Seven stocks, are they still worth investing in? What do their quarterly earnings tell you? Please click here to access the webinar on February 7th at 7:30 pm."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":261320446902288,"gmtCreate":1704809449912,"gmtModify":1704856888853,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"After a 6.4% jump in Nvidia’s share price yesterday, Nvidia(<a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a>) rises 0.4% to USD524.5 in the pre-market. This is its third time closing above USD500, and hopefully, the third time's a charm. Its 5.5% year-to-date rise is partially due to: 1) Nvidia launching three graphics cards designed to run artificial intelligence (AI) applications locally. 2) It is rumored that Nvidia plans to supply AI chips in Q2 designed for China to comply with U.S. export rules. 3) Some analysts recently raised their outlook on Nvidia. The current 12-month Bloomberg consensus target price is $648.27, representing an upside of 24%. 4)Nancy Pelosi bought 50 Nvidia Call Options with a strike price of $120 and an expiration date of 20 Dec 2024. Es","listText":"After a 6.4% jump in Nvidia’s share price yesterday, Nvidia(<a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a>) rises 0.4% to USD524.5 in the pre-market. This is its third time closing above USD500, and hopefully, the third time's a charm. Its 5.5% year-to-date rise is partially due to: 1) Nvidia launching three graphics cards designed to run artificial intelligence (AI) applications locally. 2) It is rumored that Nvidia plans to supply AI chips in Q2 designed for China to comply with U.S. export rules. 3) Some analysts recently raised their outlook on Nvidia. The current 12-month Bloomberg consensus target price is $648.27, representing an upside of 24%. 4)Nancy Pelosi bought 50 Nvidia Call Options with a strike price of $120 and an expiration date of 20 Dec 2024. Es","text":"After a 6.4% jump in Nvidia’s share price yesterday, Nvidia($英伟达(NVDA)$ ) rises 0.4% to USD524.5 in the pre-market. This is its third time closing above USD500, and hopefully, the third time's a charm. Its 5.5% year-to-date rise is partially due to: 1) Nvidia launching three graphics cards designed to run artificial intelligence (AI) applications locally. 2) It is rumored that Nvidia plans to supply AI chips in Q2 designed for China to comply with U.S. export rules. 3) Some analysts recently raised their outlook on Nvidia. The current 12-month Bloomberg consensus target price is $648.27, representing an upside of 24%. 4)Nancy Pelosi bought 50 Nvidia Call Options with a strike price of $120 and an expiration date of 20 Dec 2024. Es","images":[{"img":"https://community-static.tradeup.com/news/f351998b13a003a252cf07356279939d","width":"747","height":"1454"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":358,"commentSize":1,"repostSize":29,"link":"https://ttm.financial/post/261320446902288","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":264304331886608,"gmtCreate":1705546694892,"gmtModify":1705551044964,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Is It Time to Invest in Meituan After Its 84% Crash?","htmlText":"Source: Tiger Brokers, 18 Jan 2024 Short Term Trading Idea based on Technical Analysis: The Meituan’s ( <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> ) share price may have found its bottom near HKD 68.6 based on Technical Analysis. A strong support level may be forming at the Fibonacci extension level of 141.4%, priced at HKD 68.6. The recent low was HKD68.15. We consider yesterday’s close above HKD 68.6 as a positive trade signal, indicating that the share price may gain some upward momentum. The targeted profit is at the Fibonacci extension level of 127.2%, priced at HKD 107.91. A suggested stop-loss could be placed at the 2019 peak at HKD 64.60. &nbsp; Bloomberg analysts' consensus still recommends a buy with a 12-month target price of HKD 153.92, indicating a potent","listText":"Source: Tiger Brokers, 18 Jan 2024 Short Term Trading Idea based on Technical Analysis: The Meituan’s ( <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> ) share price may have found its bottom near HKD 68.6 based on Technical Analysis. A strong support level may be forming at the Fibonacci extension level of 141.4%, priced at HKD 68.6. The recent low was HKD68.15. We consider yesterday’s close above HKD 68.6 as a positive trade signal, indicating that the share price may gain some upward momentum. The targeted profit is at the Fibonacci extension level of 127.2%, priced at HKD 107.91. A suggested stop-loss could be placed at the 2019 peak at HKD 64.60. &nbsp; Bloomberg analysts' consensus still recommends a buy with a 12-month target price of HKD 153.92, indicating a potent","text":"Source: Tiger Brokers, 18 Jan 2024 Short Term Trading Idea based on Technical Analysis: The Meituan’s ( $MEITUAN-W(03690)$ ) share price may have found its bottom near HKD 68.6 based on Technical Analysis. A strong support level may be forming at the Fibonacci extension level of 141.4%, priced at HKD 68.6. The recent low was HKD68.15. We consider yesterday’s close above HKD 68.6 as a positive trade signal, indicating that the share price may gain some upward momentum. The targeted profit is at the Fibonacci extension level of 127.2%, priced at HKD 107.91. A suggested stop-loss could be placed at the 2019 peak at HKD 64.60. Bloomberg analysts' consensus still recommends a buy with a 12-month target price of HKD 153.92, indicating a potent","images":[{"img":"https://community-static.tradeup.com/news/98b8ecb4310cd01239c5cf9ae73785d4","width":"1159","height":"760"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":282,"commentSize":2,"repostSize":32,"link":"https://ttm.financial/post/264304331886608","isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000526","authorId":"9000000000000526","name":"JulianAlerander","avatar":"https://static.tigerbbs.com/8c62be93315b6c082196f3b7c6936fb5","crmLevel":1,"crmLevelSwitch":0},"content":"Absolutely not, stay far away from Meituan after such a devastating crash.","text":"Absolutely not, stay far away from Meituan after such a devastating crash.","html":"Absolutely not, stay far away from Meituan after such a devastating crash."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300511961120904,"gmtCreate":1714386600590,"gmtModify":1714448666379,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Meta Platforms fell 10% since earnings announcement. Can Meta make a comeback?","htmlText":"Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a","listText":"Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a","text":"Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a","images":[{"img":"https://community-static.tradeup.com/news/6cef4062c831cb19ca9327396634e25e","width":"335","height":"270"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":355,"commentSize":2,"repostSize":29,"link":"https://ttm.financial/post/300511961120904","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":265415422128152,"gmtCreate":1705822712907,"gmtModify":1705894268983,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Another Week of AI Optimism: The Magnificent Seven Lifts S&P 500 in the Third Week","htmlText":"The SPDR S&amp;P 500 ETF recorded a 1.18% increase in the third week of January 2024 and a year-to-date rise of 1.53%. The Magnificent Seven is responsible for 69% of the S&amp;P 500's gains in the third week of 2024 and 77% of the S&amp;P 500's year-to-date return. This indicates a lack of breadth in the US equity market, with the majority still being driven by the AI theme. Noteworthy stocks that outperformed the broader market and significantly contributed to the S&amp;P 500's year-to-date return include Broadcom, AMD, and Eli Lilly. Both Broadcom and AMD ( <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ) are reaping the benefits of the AI craze. AMD's AI chips serve as a viable alternative to Nvidia's, suggesting that AMD may continue its upward trajectory in 2","listText":"The SPDR S&amp;P 500 ETF recorded a 1.18% increase in the third week of January 2024 and a year-to-date rise of 1.53%. The Magnificent Seven is responsible for 69% of the S&amp;P 500's gains in the third week of 2024 and 77% of the S&amp;P 500's year-to-date return. This indicates a lack of breadth in the US equity market, with the majority still being driven by the AI theme. Noteworthy stocks that outperformed the broader market and significantly contributed to the S&amp;P 500's year-to-date return include Broadcom, AMD, and Eli Lilly. Both Broadcom and AMD ( <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ) are reaping the benefits of the AI craze. AMD's AI chips serve as a viable alternative to Nvidia's, suggesting that AMD may continue its upward trajectory in 2","text":"The SPDR S&P 500 ETF recorded a 1.18% increase in the third week of January 2024 and a year-to-date rise of 1.53%. The Magnificent Seven is responsible for 69% of the S&P 500's gains in the third week of 2024 and 77% of the S&P 500's year-to-date return. This indicates a lack of breadth in the US equity market, with the majority still being driven by the AI theme. Noteworthy stocks that outperformed the broader market and significantly contributed to the S&P 500's year-to-date return include Broadcom, AMD, and Eli Lilly. Both Broadcom and AMD ( $Advanced Micro Devices(AMD)$ ) are reaping the benefits of the AI craze. AMD's AI chips serve as a viable alternative to Nvidia's, suggesting that AMD may continue its upward trajectory in 2","images":[{"img":"https://community-static.tradeup.com/news/32c059077ab727c56d696bf6d21fe76b","width":"477","height":"615"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":229,"commentSize":3,"repostSize":47,"link":"https://ttm.financial/post/265415422128152","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":269405823594616,"gmtCreate":1706789748330,"gmtModify":1706790255214,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"US Stocks Tanked on Hawkish FOMC Statement, but Fed Might Be Dovish Underneath","htmlText":"What Happened last night? S&amp;P 500 and Nasdaq-100 plunged 1.6% and 1.9%, respectively, last night following a surprisingly hawkish FOMC statement. The most hawkish remark by Powell is, 'I don’t think it’s likely that the committee will reach a level of confidence by the time of the March meeting to identify that March is the time to do that.' Fed funds futures are now indicating a 38% chance of a cut in March, down from odds of 62%. Source: Bloomberg, 31 Jan 2024 Why I Think a March Rate Cut Is Still on the Table? The U.S. economy is slowing, which could lead to a decrease in inflation. The U.S. Conference Board predicts a +1.2% GDP growth in 2024, down from an estimate of 2.5% in 2023. The Fed may only provide a clearer statement about a March rate cut when Chairman Jerome Powell","listText":"What Happened last night? S&amp;P 500 and Nasdaq-100 plunged 1.6% and 1.9%, respectively, last night following a surprisingly hawkish FOMC statement. The most hawkish remark by Powell is, 'I don’t think it’s likely that the committee will reach a level of confidence by the time of the March meeting to identify that March is the time to do that.' Fed funds futures are now indicating a 38% chance of a cut in March, down from odds of 62%. Source: Bloomberg, 31 Jan 2024 Why I Think a March Rate Cut Is Still on the Table? The U.S. economy is slowing, which could lead to a decrease in inflation. The U.S. Conference Board predicts a +1.2% GDP growth in 2024, down from an estimate of 2.5% in 2023. The Fed may only provide a clearer statement about a March rate cut when Chairman Jerome Powell","text":"What Happened last night? S&P 500 and Nasdaq-100 plunged 1.6% and 1.9%, respectively, last night following a surprisingly hawkish FOMC statement. The most hawkish remark by Powell is, 'I don’t think it’s likely that the committee will reach a level of confidence by the time of the March meeting to identify that March is the time to do that.' Fed funds futures are now indicating a 38% chance of a cut in March, down from odds of 62%. Source: Bloomberg, 31 Jan 2024 Why I Think a March Rate Cut Is Still on the Table? The U.S. economy is slowing, which could lead to a decrease in inflation. The U.S. Conference Board predicts a +1.2% GDP growth in 2024, down from an estimate of 2.5% in 2023. The Fed may only provide a clearer statement about a March rate cut when Chairman Jerome Powell","images":[{"img":"https://community-static.tradeup.com/news/097a0feeed44bb97219053eedf88c0fa","width":"1916","height":"850"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":234,"commentSize":1,"repostSize":37,"link":"https://ttm.financial/post/269405823594616","isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":264394864881752,"gmtCreate":1705573564778,"gmtModify":1705615499378,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Is TSMC a More Affordable AI Bet Than Nvidia?","htmlText":"Source: TSMC TSMC ( <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ) reported better-than-expected revenue and margin in its fourth-quarter results. Despite a 1.5% year-on-year decline in net revenue to USD 19.62 billion, it still surpassed the guidance range of USD 18.8 billion to USD 19.6 billion. The operating margin for the fourth quarter was 41.6%, exceeding expectations but lower than the all-time high of 51.96% seen in 4Q22. The key takeaway from the earnings call is TSMC's anticipation of a 20% revenue growth in 2024, driven by robust AI-related demand. There is a significant performance difference between Nvidia( <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> ) and TSMC, with Nvidia returning 239% and TSM only 42% in 2023. This","listText":"Source: TSMC TSMC ( <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ) reported better-than-expected revenue and margin in its fourth-quarter results. Despite a 1.5% year-on-year decline in net revenue to USD 19.62 billion, it still surpassed the guidance range of USD 18.8 billion to USD 19.6 billion. The operating margin for the fourth quarter was 41.6%, exceeding expectations but lower than the all-time high of 51.96% seen in 4Q22. The key takeaway from the earnings call is TSMC's anticipation of a 20% revenue growth in 2024, driven by robust AI-related demand. There is a significant performance difference between Nvidia( <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> ) and TSMC, with Nvidia returning 239% and TSM only 42% in 2023. This","text":"Source: TSMC TSMC ( $Taiwan Semiconductor Manufacturing(TSM)$ ) reported better-than-expected revenue and margin in its fourth-quarter results. Despite a 1.5% year-on-year decline in net revenue to USD 19.62 billion, it still surpassed the guidance range of USD 18.8 billion to USD 19.6 billion. The operating margin for the fourth quarter was 41.6%, exceeding expectations but lower than the all-time high of 51.96% seen in 4Q22. The key takeaway from the earnings call is TSMC's anticipation of a 20% revenue growth in 2024, driven by robust AI-related demand. There is a significant performance difference between Nvidia( $NVIDIA Corp(NVDA)$ ) and TSMC, with Nvidia returning 239% and TSM only 42% in 2023. This","images":[{"img":"https://community-static.tradeup.com/news/e0973e37300ca8ebbb95f2c58f63b794","width":"1721","height":"969"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":235,"commentSize":2,"repostSize":25,"link":"https://ttm.financial/post/264394864881752","isVote":1,"tweetType":1,"viewCount":3848,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000171","authorId":"9000000000000171","name":"MartinBrown","avatar":"https://static.tigerbbs.com/0a22e6ef29a65a63cc71ce99b7d23b55","crmLevel":1,"crmLevelSwitch":0},"content":"Absolutely! TSMC's silicon wafers are cooking up a real feast! 🚀","text":"Absolutely! TSMC's silicon wafers are cooking up a real feast! 🚀","html":"Absolutely! TSMC's silicon wafers are cooking up a real feast! 🚀"}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[{"live_id":1798228752415748,"type":2,"status":3,"title":"Can Nvidia and AI ETFs live up to the hype?","source_url":"-","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/8ad147667d8f4de5b1334f1d79e88f23~tplv-gjr78lqtd0-z75.image","video_url":"","share_url":"https://live.byteoc.com/9999/2703633","expected_time":1715859000000,"live_url":"https://www.laohu8.com/live/1798228752415748","category_id":5,"subscribe_status":0,"main_push":1715308095090,"time_remain":-173677281,"uuid":["4105176974307820"],"msg_symbols":[{"symbol":"NVDA","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"NVDS","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"AMD","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"SOXL","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"SOX","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"SMH","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"MSFT","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"AAPL","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"GOOG","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"GOOGL","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"META","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":".IXIC","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"QQQ","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"SPY","name":"","start_time":1715754491749,"end_time":1716272891700},{"symbol":"IWM","name":"","start_time":1715754491749,"end_time":1716272891700}],"permission":null,"permission_code":5,"insert_time":1715088132000},{"live_id":1795716206160923,"type":2,"status":3,"title":"Will Tesla and Apple beat their Q1 earnings? 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