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2022-04-29

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Meta Platforms: A Long-Term Metaverse Leader?

2022-03-29

I bet on nvdia

@TigerObserver:The Hottest Stocks from Different Platforms (29th, Mar)

2022-02-18

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Singapore Budget 2022 Key Announcements and Highlights

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11:16","market":"us","language":"en","title":"Meta Platforms: A Long-Term Metaverse Leader?","url":"https://stock-news.laohu8.com/highlight/detail?id=1110857506","media":"TipRanks","summary":"Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a","content":"<div>\n<p>Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: A Long-Term Metaverse Leader?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: A Long-Term Metaverse Leader?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110857506","content_text":"Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag that Meta’s earnings presented, there’s still quite a bit of reason to like Meta. I’m bullish on Meta, thanks to the sheer potential of what it represents and how it may be ready to go well beyond Facebook itself.The last 12 months for Meta share trading showed that it needed a win, and boy did it get one. While spending most of 2021 in the $300-$350 range with some breakout points, an outright collapse kicked off in February. That plunge saw Meta go from a little over $320 on February 1 to just under $170 on April 27.The latest news lit a fire under investors, as the company presented a mixed bag of earnings news. The company turned in $2.72 per share in earnings, which handily beat the $2.56 per share expected by a Refinitiv consensus.The bad news came with revenue, oddly enough, as the $27.91 billion Meta posted proved just shy of the Refinitiv consensus that looked for $28.2 billion in revenue.Wall Street’s TakeTurning to Wall Street, Meta Platforms has a Moderate Buy consensus rating. That’s based on 28 Buys, eight Holds, and one Sell assigned in the past three months. The average Meta Platforms price target of $304.29 implies 47% upside potential.Analyst price targets range from a low of $212 per share to a high of $466 per share.Investor Sentiment Mostly in DeclineInvestor sentiment, however, seems to be turning against Meta Platforms.The biggest indicator against Meta right now is clearly insider trading. Insider transactions have been heavily weighted to the sell side for the last year. The last three months have been a moderate improvement but are still heavily sell-based.For the last year, sell transactions led buy transactions by 193 to 36. The last three months are visibly better, however, with sell transactions leading buys 19 to nine.The TipRanks 13-F Tracker, meanwhile, shows that selling is also a big position for hedge funds. Hedge funds continued a sell-off of Meta Platforms stock that has been going on for most of the last year now.Hedge Funds cut their FB position by 7.1 million shares in the time between September 2021 and December 2021. They also cut their position between March-June 2021 and June-September 2021.As for retail investors, those who hold portfolios on TipRanks showed a willingness to buy in. Those investors are perhaps the only ones particularly interested right now.In the last seven days, Tipranks portfolios holding Meta Platforms have notched up about 0.1%. However, in the last 30 days, portfolios with the stock have added 1.9%. Meta Platforms’ dividend history, meanwhile, is nonexistent.The Early Days of the MetaverseGranted, virtual reality itself is nothing new. We’ve had virtual reality ever since the early 1990s and the blocky polygonal hell that was “Dactyl Nightmare.” The rise of modern computing, however, has elevated the concept substantially.Where 30 years ago, we considered it fine advancement indeed to fire blocky projectiles at equally blocky pterodactyls, today we have such platforms as VRChat, where “blocky” is about the last word used to describe the graphics therein.Many think that Meta Platforms is the generator of the Metaverse, but that’s an incomplete definition at best. The Metaverse commonly includes a range of platforms, not just Meta’s own, but it also includes such things as Minecraft and Roblox (RBLX).Essentially, if you’re confused about just what the Metaverse is, remember this; no one really knows. It’s still under construction. Trying to define it is like trying to define a lump of clay before it’s worked.Meta Platforms, meanwhile, looks to be one of the biggest players therein, and with good reason. This is potentially where the concept of widespread virtual reality starts up in earnest, and Meta Platforms is eager to land a stake in that startup early on. Corporations are also eager to get a slice of Meta.Not so long ago, I talked about Wendy’s (WEN) and its ambitions therein, which featured basketball games played with a Baconator. Nike (NKE) is moving into the Metaverse as well, with lawsuits aimed at stopping the unauthorized trade of its shoe images as non-fungible tokens (NFTs). Disney (DIS) is working on a package of its own for the Metaverse frontier.Yet, Mark Zuckerberg plans to continue frantically spending on Metaverse development. So much so, in fact, that Meta’s Reality Labs division currently has about 17,000 employees on the payroll, and the division lost about $3 billion last quarter. Not “as of” last quarter, but just in that quarter.The demand is there. Major corporations don’t start coding entire environments for something they figure will fizzle out and boil off into a cloud of short-term fad. They’re expecting this to likely become a big part of the frontier, and they want to have a piece of that action.Concluding ViewsThe good news about Meta Platforms is that it’s clearly a long-term proposition. All of these upswings and downdrafts we see today will likely end up as patterns of growth later on. Great, but that growth is still likely a long way off. Years, perhaps. Potentially, decades.Right now, it would be easy to say that Meta Platforms is at a solid entry point position. It’s below even its lowest price target and offers a substantial slice of upside potential. If Meta ultimately becomes the leading platform in the Metaverse, this could put it in an excellent position.If the Metaverse ultimately takes off the way some expect—or perhaps, hope—it will, a position in Meta today could be a position in the biggest virtual reality platform of tomorrow. The sheer amount of insider selling may leave some unnerved, but they’re likely responding to short-term trends as opposed to longer-term matters.I’m bullish on Meta because it may be a speculative buy with a very long-term payback. However, it’s also a speculative buy with a massive potential payoff. This is one for the very patient and the adventurous at the same time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019168665,"gmtCreate":1648561042123,"gmtModify":1676534353966,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"I bet on nvdia&nbsp;","listText":"I bet on nvdia&nbsp;","text":"I bet on nvdia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019168665","repostId":"9019338664","repostType":1,"repost":{"id":9019338664,"gmtCreate":1648525596115,"gmtModify":1676534350179,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"The Hottest Stocks from Different Platforms (29th, Mar)","htmlText":"Hi, Tigers! To give you comprehensive up-to-date news on the market trend, we have summarized the top hottest stocks in the past 24 hours on our app and other websites.&nbsp;Let's&nbsp;take&nbsp;a&nbsp;look: The Most Searched Stocks&nbsp;in the Tiger Trade App: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\"></a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMC\"></a><a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> <a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>","listText":"Hi, Tigers! To give you comprehensive up-to-date news on the market trend, we have summarized the top hottest stocks in the past 24 hours on our app and other websites.&nbsp;Let's&nbsp;take&nbsp;a&nbsp;look: The Most Searched Stocks&nbsp;in the Tiger Trade App: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\"></a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMC\"></a><a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> <a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>","text":"Hi, Tigers! To give you comprehensive up-to-date news on the market trend, we have summarized the top hottest stocks in the past 24 hours on our app and other websites. Let's take a look: The Most Searched Stocks in the Tiger Trade App: $Tesla Motors(TSLA)$ $AMC Entertainment(AMC)$ $Apple(AAPL)$ $NIO Inc.(NIO)$ $Sea Ltd(SE)$ $GameStop(GME)$ $SINGAPORE AIRLINES LTD(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/3786e2580bfd61723564a455d933d65c","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/34a88556307eccce9429bc96648705ac","width":"865","height":"1454"},{"img":"https://community-static.tradeup.com/news/d7b0af66d2d4c16152afc0128d6cd427","width":"709","height":"782"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019338664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094511773,"gmtCreate":1645179000730,"gmtModify":1676534006199,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094511773","repostId":"1192590984","repostType":4,"repost":{"id":"1192590984","kind":"news","pubTimestamp":1645178491,"share":"https://ttm.financial/m/news/1192590984?lang=&edition=fundamental","pubTime":"2022-02-18 18:01","market":"sg","language":"en","title":"Singapore Budget 2022 Key Announcements and Highlights","url":"https://stock-news.laohu8.com/highlight/detail?id=1192590984","media":"TodayOnline","summary":"SINGAPORE — The 2022 Budget statement was delivered by Finance Minister Lawrence Wong in Parliament ","content":"<html><head></head><body><p>SINGAPORE — The 2022 Budget statement was delivered by Finance Minister Lawrence Wong in Parliament on Feb 18 at 3.30pm.</p><p>Here are the key announcements and highlights from Mr Wong&#39;s maiden Budget speech.</p><h3>S$3 billion overall deficit expected; Govt to draw S$6 billion from reserves to tackle Covid-19</h3><p>The Government expects a deficit of S$3 billion for Budget 2022, equivalent to about 0.5 per cent of Singapore&#39;s annual economic output.</p><p>The Government is also seeking to drawdown S$6 billion from past reserves to fund upcoming Covid-19 health measures, which would take the total drawdown to S$42.9 billion over the course of the pandemic so far. This figure is less than the S$52 billion drawdown President Halimah Yacob agreed to for FY2020.</p><h3>Assurance Package to offset GST hike increased to S$6.6 billion, with cash payouts for all S&#39;porean adults</h3><p>All adult Singaporeans can expect cash payouts of up to S$1,600 over the next five years. Lower income elderlies are also eligible for additional payments totalling up to S$900.</p><p>These are part of a S$640 million enhancement to the Assurance Package launched to cushion the hike in GST. The package includes more U-Save rebates, MediSave top-ups, CDC Vouchers and community grants.</p><h3>GST increase to be staggered over 2 years, starting from Jan 2023</h3><p>GST will be increased progressively, rising to 8 per cent with effect from Jan 1, 2023, and going up again to 9 per cent in 2024, Finance Minister Lawrence Wong announced.</p><p>Mr Wong said that the decision to stagger the increase was made in view of the prevailing overall situation, such as the ongoing Covid-19 pandemic and inflation outlook, while balancing them with pressing revenue needs.</p><h3>High earners to contribute more as taxes on personal income, property and luxury cars go up</h3><p>Finance Minister Lawrence Wong said there is room for those who earn more to contribute more. Wealth taxes, he said, help to recirculate a portion of the wealth stock into the economy.</p><p>Changes to the property tax will not affect 93 per cent of owner-occupied property, including all HDB flats.</p><h3>Younger workers eligible for Workfare, higher CPF basic retirement sum among moves to strengthen social compact</h3><p>The Workfare Income Supplement scheme will be extended to younger workers, aged 30 to 34. The qualifying income for the Workfare Income Supplement scheme will also be raised from S$2,300 to S$2,500.</p><p>Schemes to help children from lower-income families like KickSTART and UPLIFT will also be expanded nationwide to benefit more families.</p><h3>Carbon tax to go up 5 times to S$25 per tonne in 2024, as Govt aims for net-zero emissions by mid-century</h3><p>This will lead to an increase of about S$4 per month in utility bills for an average household living in a four-room HDB flat, though additional rebates in the form of GST Vouchers will be provided to cushion the impact, Finance Minister Lawrence Wong said.</p><h3>Investments in digital capabilities, people development including 6G tech and helping mid-career workers</h3><p>Finance Minister Lawrence Wong said Singapore needs to stay ahead in the race by investing in various capabilities. These include the digital realm, innovation and the nation&#39;s people, he added.</p><p>As a first priority, the Government will spend S$200 million in the years ahead to build digital capabilities in business and workers. Other objectives include improving infrastructure, making innovation pervasive and strengthening local enterprises.</p><h3>Govt to strengthen &#39;collective risk sharing&#39; and social compact, with the better-off contributing more</h3><p>Finance Minister Lawrence Wong described a social compact for Singapore in which every Singaporean has a stake in society, and that “everyone’s contributions matter”.</p><p>Singapore will not follow the approach of welfare states in Europe, said Mr Wong, but the Government will need to invest more in people and social infrastructure in the coming decade.</p><h3>S$560m immediate support for households via CDC vouchers, utilities rebates and education top-ups</h3><p>Finance Minister Lawrence Wong said that the Government is closely monitoring the risk of rising inflation and cost of living, and he recognises the immediate concerns of businesses and households.</p><p>&#34;(We) will provide significant additional support in this Budget to help them tide over the current period of higher prices,&#34; he added.</p><h3>S$500m immediate relief for businesses, including one-off cash payout for SMEs worst hit by Covid-19 curbs</h3><p>A S$500 million Jobs and Business Support Package, which will provide targeted help for workers and firms hit hard by Covid-19 restrictions, will be rolled out this year. The package will include a new small business grant with eligible companies receiving S$1,000 per local worker, up to S$10,000.</p><p>The Jobs Growth Incentive scheme will also be extended for six months but only for companies that hire mature workers, ex-offenders or persons with disabilities.</p></body></html>","source":"lsy1645178520369","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Budget 2022 Key Announcements and Highlights</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Budget 2022 Key Announcements and Highlights\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.todayonline.com/singapore/live-singapore-budget-2022-1817106><strong>TodayOnline</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE — The 2022 Budget statement was delivered by Finance Minister Lawrence Wong in Parliament on Feb 18 at 3.30pm.Here are the key announcements and highlights from Mr Wong's maiden Budget ...</p>\n\n<a href=\"https://www.todayonline.com/singapore/live-singapore-budget-2022-1817106\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.todayonline.com/singapore/live-singapore-budget-2022-1817106","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192590984","content_text":"SINGAPORE — The 2022 Budget statement was delivered by Finance Minister Lawrence Wong in Parliament on Feb 18 at 3.30pm.Here are the key announcements and highlights from Mr Wong's maiden Budget speech.S$3 billion overall deficit expected; Govt to draw S$6 billion from reserves to tackle Covid-19The Government expects a deficit of S$3 billion for Budget 2022, equivalent to about 0.5 per cent of Singapore's annual economic output.The Government is also seeking to drawdown S$6 billion from past reserves to fund upcoming Covid-19 health measures, which would take the total drawdown to S$42.9 billion over the course of the pandemic so far. This figure is less than the S$52 billion drawdown President Halimah Yacob agreed to for FY2020.Assurance Package to offset GST hike increased to S$6.6 billion, with cash payouts for all S'porean adultsAll adult Singaporeans can expect cash payouts of up to S$1,600 over the next five years. Lower income elderlies are also eligible for additional payments totalling up to S$900.These are part of a S$640 million enhancement to the Assurance Package launched to cushion the hike in GST. The package includes more U-Save rebates, MediSave top-ups, CDC Vouchers and community grants.GST increase to be staggered over 2 years, starting from Jan 2023GST will be increased progressively, rising to 8 per cent with effect from Jan 1, 2023, and going up again to 9 per cent in 2024, Finance Minister Lawrence Wong announced.Mr Wong said that the decision to stagger the increase was made in view of the prevailing overall situation, such as the ongoing Covid-19 pandemic and inflation outlook, while balancing them with pressing revenue needs.High earners to contribute more as taxes on personal income, property and luxury cars go upFinance Minister Lawrence Wong said there is room for those who earn more to contribute more. Wealth taxes, he said, help to recirculate a portion of the wealth stock into the economy.Changes to the property tax will not affect 93 per cent of owner-occupied property, including all HDB flats.Younger workers eligible for Workfare, higher CPF basic retirement sum among moves to strengthen social compactThe Workfare Income Supplement scheme will be extended to younger workers, aged 30 to 34. The qualifying income for the Workfare Income Supplement scheme will also be raised from S$2,300 to S$2,500.Schemes to help children from lower-income families like KickSTART and UPLIFT will also be expanded nationwide to benefit more families.Carbon tax to go up 5 times to S$25 per tonne in 2024, as Govt aims for net-zero emissions by mid-centuryThis will lead to an increase of about S$4 per month in utility bills for an average household living in a four-room HDB flat, though additional rebates in the form of GST Vouchers will be provided to cushion the impact, Finance Minister Lawrence Wong said.Investments in digital capabilities, people development including 6G tech and helping mid-career workersFinance Minister Lawrence Wong said Singapore needs to stay ahead in the race by investing in various capabilities. These include the digital realm, innovation and the nation's people, he added.As a first priority, the Government will spend S$200 million in the years ahead to build digital capabilities in business and workers. Other objectives include improving infrastructure, making innovation pervasive and strengthening local enterprises.Govt to strengthen 'collective risk sharing' and social compact, with the better-off contributing moreFinance Minister Lawrence Wong described a social compact for Singapore in which every Singaporean has a stake in society, and that “everyone’s contributions matter”.Singapore will not follow the approach of welfare states in Europe, said Mr Wong, but the Government will need to invest more in people and social infrastructure in the coming decade.S$560m immediate support for households via CDC vouchers, utilities rebates and education top-upsFinance Minister Lawrence Wong said that the Government is closely monitoring the risk of rising inflation and cost of living, and he recognises the immediate concerns of businesses and households.\"(We) will provide significant additional support in this Budget to help them tide over the current period of higher prices,\" he added.S$500m immediate relief for businesses, including one-off cash payout for SMEs worst hit by Covid-19 curbsA S$500 million Jobs and Business Support Package, which will provide targeted help for workers and firms hit hard by Covid-19 restrictions, will be rolled out this year. The package will include a new small business grant with eligible companies receiving S$1,000 per local worker, up to S$10,000.The Jobs Growth Incentive scheme will also be extended for six months but only for companies that hire mature workers, ex-offenders or persons with disabilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9094511773,"gmtCreate":1645179000730,"gmtModify":1676534006199,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094511773","repostId":"1192590984","repostType":4,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308546026168384,"gmtCreate":1716364652708,"gmtModify":1716367165679,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308546026168384","repostId":"1185710363","repostType":2,"repost":{"id":"1185710363","kind":"news","pubTimestamp":1716358764,"share":"https://ttm.financial/m/news/1185710363?lang=&edition=fundamental","pubTime":"2024-05-22 14:19","market":"us","language":"en","title":"Nvidia Stock Hinges on 5 Key Things in Its Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1185710363","media":"TheStreet","summary":"Nvidia is primed for a big move after its fiscal-first-quarter earnings report on May 22.","content":"<html><head></head><body><p>Nvidia earnings will likely provide the final springtime test of the market&#39;s surprising May rally as investors look to the last of the so-called Magnificent 7 tech giants to deliver outsized revenue gains and record quarterly profit. </p><p style=\"text-align: start;\">Nvidia , the undisputed leader in AI-chip production, is expected to post net income of $13.2 billion, or $5.63 a share, for the fiscal first quarter ended in April. That&#39;s a fivefold increase from the tally in the year-earlier period. </p><p style=\"text-align: start;\">Group revenue, meanwhile, is estimated at $24.6 billion, triple the year-earlier figure, with quarterly sales expected to top the $30 billion mark by the end of its current financial year in January.</p><p style=\"text-align: start;\">Below are five key issues investors are likely to focus on heading into, and crucially out of, Nvidia&#39;s earnings report, slated for after the close of trading on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/23d6a85b92d39aefaca975467262349a\" alt=\"Nvidia CEO Jensen Huang earned $34.2 million last year, while the stock itself added just under $1 trillion in market value.\" title=\"Nvidia CEO Jensen Huang earned $34.2 million last year, while the stock itself added just under $1 trillion in market value.\" tg-width=\"1200\" tg-height=\"800\"/><span>Nvidia CEO Jensen Huang earned $34.2 million last year, while the stock itself added just under $1 trillion in market value.</span></p><h2 id=\"1-sales-outlook\" style=\"text-align: start;\">1.  Revenue guidance and AI outlook</h2><p style=\"text-align: start;\">Nvidia&#39;s stunning second-quarter revenue forecast last year fired the starting gun on the AI-chipmaking revolution and set the stock on a record-setting rally that ultimately added more than $1.5 trillion in market value.</p><p>Analysts will be glued to Nvidia&#39;s post-earnings conference call again this year to see whether the consensus revenue forecasts — $26.67 billion for the second quarter and $113 billion for the full fiscal year — remain intact.</p><p style=\"text-align: start;\">Key to the outlook, both for this quarter and the back half of the year, will be the ramp in production of the current H100 Hopper chips and the near-term launch of the Blackwell GB 200 Superchip, which Nvidia also plans to sell as part of a larger and more expensive stacked tower system. </p><p>KeyBanc Capital Markets analyst John Vinh said the &#34;GB200/Blackwell could potentially drive over $200 billion in data-center revenues in 2025.&#34; </p><p style=\"text-align: start;\">Gene Munster of Deepwater, however, notes that a second-half Blackwell launch could damp near-term sales as customers wait for the newer and hotter product. </p><p style=\"text-align: start;\">&#34;Nvidia is doing what it can to manage the product transition without a blow up,&#34; he said. &#34;That said, preannouncing a major product 6 months before it comes out will likely have consequences in the form of some revenue disappointments in the next two quarters.&#34;</p><h2 id=\"2-profit-margins\" style=\"text-align: start;\">2. Profit margins and capital spending</h2><p style=\"text-align: start;\">Nvidia&#39;s staggering revenue gains have also come amid an impressive widening of gross-profit margins, which hit 76.7% over the three months ended in January. </p><p style=\"text-align: start;\">That tally is likely to expand further, to around 77% over the first quarter, before narrowing modestly into the second half of the year as capital spending on new product rollouts accelerates.</p><p style=\"text-align: start;\">Nvidia&#39;s fourth-quarter operating expenses were up 25% from a year earlier to $2.21 billion, and those costs could close in on $3 billion by the final three months of the current financial year, which ends in January. </p><p>&#34;We believe Nvidia&#39;s content growth story has more room to go, driven by ongoing shift toward AI servers, early days for [central-processing-unit] expansion, and addressable market upside tied to new software applications/greater focus on energy efficiency/[total cost of ownership] benefits,&#34; said CFRA analyst Angelo Zino. He carries a buy rating and $1,100 price target on Nvidia stock. </p><p style=\"text-align: start;\">&#34;Concerns that seem unwarranted include order softness ahead of Blackwell, peak gross margins, competitive pressures, and potentially more China restrictions,&#34; he added.</p><h2 id=\"3-capacity-constraints\" style=\"text-align: start;\">3. Capacity constraints</h2><p style=\"text-align: start;\">The largest likely headwind to Nvidia&#39;s near- and longer-term outlook will stem from capacity constraints at its two key supply-chain partners: Taiwan Semiconductor Manufacturing and SK Hynix.</p><p>TSMC has kept its 2024 capital spending plans in place and trimmed its full-year sales forecast to just under 10% in U.S. dollar terms, amid what it thinks could be a bottleneck in overall production.</p><p style=\"text-align: start;\">TSMC&#39;s spending plans form a key element for Nvidia&#39;s revenue potential as the market leader in so-called chip-on-wafer-on-substrate, often called CoWoS.</p><p style=\"text-align: start;\">The high-end packing technology enables better performance on a smaller form factor and is a crucial component in the rollout of AI-focused processors.</p><p>TSMC has warned its clients that CoWoS demand has far outpaced supply and it expects that imbalance to continue well into next year.</p><p style=\"text-align: start;\">South Korea-based SK Hynix, which makes high bandwidth memory chips that boost AI performance, said last month that all its HBM chips are effectively sold for this year and nearly sold out for the whole of 2025.</p><p>Micron Technology, however, has lifted its capital-spending forecast to around $8 billion from $7.5 billion, as it ramps up production of key HBM3E chips that will be found in Nvidia&#39;s H200 processors. </p><h2 id=\"4-b100-demand\" style=\"text-align: start;\">4. China demand and risk of sanctions </h2><p style=\"text-align: start;\">Nvidia lost a big chunk of its near-term revenue potential last year when the Biden administration unveiled new sanctions on the sale of high-tech chips to China, including the H100 Hopper and its A100 predecessor.</p><p style=\"text-align: start;\">Since then, Nvidia has worked to develop two sanctions-compliant alternatives, the HGX H20 and the L20, which feature reduced computing power.</p><p style=\"text-align: start;\">However, Reuters reported last month that at least 10 China-based companies have been able to acquire higher-end chips through servers purchased from resellers, suggesting that tighter restrictions could be needed.</p><p>At the same time, the ongoing trade war between Washington and Beijing could also trigger reprisal tariffs and sanctions from China, just as big tech spending from domestic hyperscalers — the big cloud-services and -storage companies, like Alphabet, Amazon and Microsoft — is forecast to accelerate over the back half of the year.</p><h2 id=\"5-options-volatility\" style=\"text-align: start;\">5. Stock-price volatility</h2><p style=\"text-align: start;\">Nvidia&#39;s importance to the tech market, and indeed U.S. stocks more broadly, can hardly be overstated.</p><p style=\"text-align: start;\">It&#39;s been the best performing stock on the S&amp;P 500 for the better part of 10 years, and this year&#39;s 88% gain puts it just behind Super Micro Computer and Vistra Corp.</p><p>And with Wall Street so tightly focused on both its first quarter earnings and near-term outlook, it&#39;s no surprise that traders are bracing for big stock price swings on the back of the release. </p><p style=\"text-align: start;\">&#34;Nvidia&#39;s earnings release this week remains much awaited given its potential to inform near-term prospects for the wider AI space,&#34; Bank of America analysts noted. </p><p>&#34;However, despite uniform conviction on the fundamentals and increasingly frequent bouts of single stock &#39;fragility,&#39; the [volatility] market&#39;s sanguine 8.6% implied move is smaller than 3 out of the last 5 earnings moves and call skew looks unusually flat.&#34; </p><p>A separate report from Reuters noted that even a muted — in historical terms — 8.7% move for Nvidia stock would trigger price swings of as much as $200 billion. That value is larger than 90% of companies currently listed on the S&amp;P 500. </p><p style=\"text-align: start;\">&#34;Since Nvidia is my largest holding in managed accounts, I am rooting for another nice earnings surprise and positive guidance, but the stock is priced for perfection with heavy call-option premiums,&#34; said Louis Navellier of Navellier Calculated Investing. </p><p style=\"text-align: start;\">&#34;When there is heavy call-option writing, sometimes the &#39;tail wags the dog&#39; and profit-taking ensues, so I for one will be watching Wall Street’s reaction to Nvidia’s quarterly results and guidance,&#34; he added.</p></body></html>","source":"thestreet_crypto_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Hinges on 5 Key Things in Its Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Hinges on 5 Key Things in Its Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 14:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/stocks/nvidia-stock-hinges-on-5-key-things-in-its-earnings-report><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia earnings will likely provide the final springtime test of the market's surprising May rally as investors look to the last of the so-called Magnificent 7 tech giants to deliver outsized revenue ...</p>\n\n<a href=\"https://www.thestreet.com/investing/stocks/nvidia-stock-hinges-on-5-key-things-in-its-earnings-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/stocks/nvidia-stock-hinges-on-5-key-things-in-its-earnings-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185710363","content_text":"Nvidia earnings will likely provide the final springtime test of the market's surprising May rally as investors look to the last of the so-called Magnificent 7 tech giants to deliver outsized revenue gains and record quarterly profit. Nvidia , the undisputed leader in AI-chip production, is expected to post net income of $13.2 billion, or $5.63 a share, for the fiscal first quarter ended in April. That's a fivefold increase from the tally in the year-earlier period. Group revenue, meanwhile, is estimated at $24.6 billion, triple the year-earlier figure, with quarterly sales expected to top the $30 billion mark by the end of its current financial year in January.Below are five key issues investors are likely to focus on heading into, and crucially out of, Nvidia's earnings report, slated for after the close of trading on Wednesday.Nvidia CEO Jensen Huang earned $34.2 million last year, while the stock itself added just under $1 trillion in market value.1.  Revenue guidance and AI outlookNvidia's stunning second-quarter revenue forecast last year fired the starting gun on the AI-chipmaking revolution and set the stock on a record-setting rally that ultimately added more than $1.5 trillion in market value.Analysts will be glued to Nvidia's post-earnings conference call again this year to see whether the consensus revenue forecasts — $26.67 billion for the second quarter and $113 billion for the full fiscal year — remain intact.Key to the outlook, both for this quarter and the back half of the year, will be the ramp in production of the current H100 Hopper chips and the near-term launch of the Blackwell GB 200 Superchip, which Nvidia also plans to sell as part of a larger and more expensive stacked tower system. KeyBanc Capital Markets analyst John Vinh said the \"GB200/Blackwell could potentially drive over $200 billion in data-center revenues in 2025.\" Gene Munster of Deepwater, however, notes that a second-half Blackwell launch could damp near-term sales as customers wait for the newer and hotter product. \"Nvidia is doing what it can to manage the product transition without a blow up,\" he said. \"That said, preannouncing a major product 6 months before it comes out will likely have consequences in the form of some revenue disappointments in the next two quarters.\"2. Profit margins and capital spendingNvidia's staggering revenue gains have also come amid an impressive widening of gross-profit margins, which hit 76.7% over the three months ended in January. That tally is likely to expand further, to around 77% over the first quarter, before narrowing modestly into the second half of the year as capital spending on new product rollouts accelerates.Nvidia's fourth-quarter operating expenses were up 25% from a year earlier to $2.21 billion, and those costs could close in on $3 billion by the final three months of the current financial year, which ends in January. \"We believe Nvidia's content growth story has more room to go, driven by ongoing shift toward AI servers, early days for [central-processing-unit] expansion, and addressable market upside tied to new software applications/greater focus on energy efficiency/[total cost of ownership] benefits,\" said CFRA analyst Angelo Zino. He carries a buy rating and $1,100 price target on Nvidia stock. \"Concerns that seem unwarranted include order softness ahead of Blackwell, peak gross margins, competitive pressures, and potentially more China restrictions,\" he added.3. Capacity constraintsThe largest likely headwind to Nvidia's near- and longer-term outlook will stem from capacity constraints at its two key supply-chain partners: Taiwan Semiconductor Manufacturing and SK Hynix.TSMC has kept its 2024 capital spending plans in place and trimmed its full-year sales forecast to just under 10% in U.S. dollar terms, amid what it thinks could be a bottleneck in overall production.TSMC's spending plans form a key element for Nvidia's revenue potential as the market leader in so-called chip-on-wafer-on-substrate, often called CoWoS.The high-end packing technology enables better performance on a smaller form factor and is a crucial component in the rollout of AI-focused processors.TSMC has warned its clients that CoWoS demand has far outpaced supply and it expects that imbalance to continue well into next year.South Korea-based SK Hynix, which makes high bandwidth memory chips that boost AI performance, said last month that all its HBM chips are effectively sold for this year and nearly sold out for the whole of 2025.Micron Technology, however, has lifted its capital-spending forecast to around $8 billion from $7.5 billion, as it ramps up production of key HBM3E chips that will be found in Nvidia's H200 processors. 4. China demand and risk of sanctions Nvidia lost a big chunk of its near-term revenue potential last year when the Biden administration unveiled new sanctions on the sale of high-tech chips to China, including the H100 Hopper and its A100 predecessor.Since then, Nvidia has worked to develop two sanctions-compliant alternatives, the HGX H20 and the L20, which feature reduced computing power.However, Reuters reported last month that at least 10 China-based companies have been able to acquire higher-end chips through servers purchased from resellers, suggesting that tighter restrictions could be needed.At the same time, the ongoing trade war between Washington and Beijing could also trigger reprisal tariffs and sanctions from China, just as big tech spending from domestic hyperscalers — the big cloud-services and -storage companies, like Alphabet, Amazon and Microsoft — is forecast to accelerate over the back half of the year.5. Stock-price volatilityNvidia's importance to the tech market, and indeed U.S. stocks more broadly, can hardly be overstated.It's been the best performing stock on the S&P 500 for the better part of 10 years, and this year's 88% gain puts it just behind Super Micro Computer and Vistra Corp.And with Wall Street so tightly focused on both its first quarter earnings and near-term outlook, it's no surprise that traders are bracing for big stock price swings on the back of the release. \"Nvidia's earnings release this week remains much awaited given its potential to inform near-term prospects for the wider AI space,\" Bank of America analysts noted. \"However, despite uniform conviction on the fundamentals and increasingly frequent bouts of single stock 'fragility,' the [volatility] market's sanguine 8.6% implied move is smaller than 3 out of the last 5 earnings moves and call skew looks unusually flat.\" A separate report from Reuters noted that even a muted — in historical terms — 8.7% move for Nvidia stock would trigger price swings of as much as $200 billion. That value is larger than 90% of companies currently listed on the S&P 500. \"Since Nvidia is my largest holding in managed accounts, I am rooting for another nice earnings surprise and positive guidance, but the stock is priced for perfection with heavy call-option premiums,\" said Louis Navellier of Navellier Calculated Investing. \"When there is heavy call-option writing, sometimes the 'tail wags the dog' and profit-taking ensues, so I for one will be watching Wall Street’s reaction to Nvidia’s quarterly results and guidance,\" he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308604229599368,"gmtCreate":1716364671047,"gmtModify":1716364673530,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308604229599368","repostId":"2437060854","repostType":2,"repost":{"id":"2437060854","kind":"highlight","pubTimestamp":1716356732,"share":"https://ttm.financial/m/news/2437060854?lang=&edition=fundamental","pubTime":"2024-05-22 13:45","market":"us","language":"en","title":"Here's Why Nvidia Stock Could Sustain Its Stunning Bull Run After May 22","url":"https://stock-news.laohu8.com/highlight/detail?id=2437060854","media":"MotleyFool","summary":"This year is shaping up to be a record-breaking one for$Nvidia(NVDA)$investors as shares of the semiconductor giant have already shot up more than 91%, and there is a good chance that the stock's rall","content":"<html><head></head><body><p>This year is shaping up to be a record-breaking one for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> investors as shares of the semiconductor giant have already shot up more than 91%, and there is a good chance that the stock&#39;s rally could get a nice shot in the arm once Nvidia reports its first-quarter fiscal 2025 earnings on Wednesday, May 22.</p><p>Nvidia is heading into its next quarterly report riding on favorable developments within the artificial intelligence (AI) semiconductor market, which can help it crush Wall Street&#39;s expectations. KeyBanc analyst John Vinh predicts Nvidia will deliver $5.81 per share in Q1 earnings on revenue of $25.6 billion. That&#39;s higher than the consensus expectations of $5.57 per share in earnings and $24.6 billion in revenue.</p><p>Vinh&#39;s forecast also exceeds Nvidia&#39;s revenue guidance of $24 billion, and it won&#39;t be surprising to see the company match the KeyBanc analyst&#39;s expectations considering its immense pricing power and dominant share in the AI chip market. Those are precisely the reasons why Vinh forecasts a serious acceleration in Nvidia&#39;s growth in the current quarter and the second half of the year.</p><h3 id=\"id_2976206256\">New AI chips could push data center revenue to $200 bln by next year</h3><p>While Vinh points out that the solid demand for the company&#39;s current-generation Hopper AI chips will allow it to beat Wall Street&#39;s fiscal first-quarter expectations and also deliver better-than-expected guidance, he also claims that the next-generation AI chips from Nvidia are set to drive some serious growth for the company.</p><p>Nvidia&#39;s new Blackwell chips are expected to hit the market in the third quarter of 2024. Vinh estimates that the new B100 and B200 processors, which will replace Nvidia&#39;s current top-of-the-line offerings, could command 40% higher average selling prices (ASPs) than their predecessors.</p><p>As Nvidia ramps up the production of its Blackwell chips in 2025 and starts shipping the GB200 Superchip — which combines two Nvidia B200 GPUs (graphics processing units) with its Grace server CPU (central processing unit) — the company could pull in a massive $200 billion in data center revenue in 2025 (which will coincide with its fiscal 2026).</p><p>That would be a huge jump from the $47.5 billion in revenue that Nvidia generated in fiscal 2024 and the $87 billion it is expected to generate from AI chip sales this year (fiscal 2025). The company&#39;s terrific pricing power in AI chips could drive such massive acceleration in Nvidia&#39;s data center sales. According to HSBC, the company is expected to price its entry-level B100 GPU between $30,000 and $35,000. However, the GB200 Superchip could command a price in the range of $60,000 to $70,000.</p><p>What&#39;s more, Nvidia&#39;s server systems equipped with multiple CPUs and GPUs are estimated to command prices between $1.8 million and $3 million on average. It is worth noting that Nvidia management pointed out on the company&#39;s February earnings conference call that it expects its &#34;next-generation products to be supply constrained as demand far exceeds supply.&#34;</p><p>So, despite a potential increase in pricing, the demand for Nvidia&#39;s new chips is likely to remain robust. That is a testament to the company&#39;s solid pricing power, as well as its ability to continue maintaining a solid share of the AI chip market. TechInsights estimates that Nvidia&#39;s market share of the AI GPU market increased to 97% in 2023 from 96% in 2022.</p><p>Therefore, the company seems set to benefit from a combination of higher AI chip sales and improved pricing over the next couple of years, which is probably the reason why analysts have been raising their growth expectations for the company.</p><h3 id=\"id_3678910829\">Why it would be a good idea to buy the stock</h3><p>A closer look at the chart below tells us that Nvidia&#39;s earnings estimates have been heading higher of late.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1332598365978ee107b8b32b2dee72e2\" alt=\"NVDA EPS ESTIMATES FOR CURRENT FISCAL YEAR DATA BY YCHARTS\" title=\"NVDA EPS ESTIMATES FOR CURRENT FISCAL YEAR DATA BY YCHARTS\" tg-width=\"720\" tg-height=\"380\"/><span>NVDA EPS ESTIMATES FOR CURRENT FISCAL YEAR DATA BY YCHARTS</span></p><p>More specifically, the company&#39;s bottom line could jump 52% in a couple of fiscal years from this year&#39;s projected $25.27 per share to $38.30 per share in fiscal 2027. However, if Nvidia&#39;s next-generation AI chips indeed hit gold, the company could end up delivering much stronger earnings growth.</p><p>The stock is currently trading at 38 times forward earnings, just below its five-year average. Investors, therefore, are getting a relatively good deal on Nvidia stock right now, and they should consider buying it since its red-hot rally seems here to stay thanks to the catalysts discussed above.</p></body></html>","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Nvidia Stock Could Sustain Its Stunning Bull Run After May 22</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Nvidia Stock Could Sustain Its Stunning Bull Run After May 22\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/05/22/heres-why-nvidia-stock-could-sustain-its-stunning-bull-run-after-may-22-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year is shaping up to be a record-breaking one for Nvidia investors as shares of the semiconductor giant have already shot up more than 91%, and there is a good chance that the stock's rally ...</p>\n\n<a href=\"https://www.fool.com.au/2024/05/22/heres-why-nvidia-stock-could-sustain-its-stunning-bull-run-after-may-22-usfeed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com.au/2024/05/22/heres-why-nvidia-stock-could-sustain-its-stunning-bull-run-after-may-22-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437060854","content_text":"This year is shaping up to be a record-breaking one for Nvidia investors as shares of the semiconductor giant have already shot up more than 91%, and there is a good chance that the stock's rally could get a nice shot in the arm once Nvidia reports its first-quarter fiscal 2025 earnings on Wednesday, May 22.Nvidia is heading into its next quarterly report riding on favorable developments within the artificial intelligence (AI) semiconductor market, which can help it crush Wall Street's expectations. KeyBanc analyst John Vinh predicts Nvidia will deliver $5.81 per share in Q1 earnings on revenue of $25.6 billion. That's higher than the consensus expectations of $5.57 per share in earnings and $24.6 billion in revenue.Vinh's forecast also exceeds Nvidia's revenue guidance of $24 billion, and it won't be surprising to see the company match the KeyBanc analyst's expectations considering its immense pricing power and dominant share in the AI chip market. Those are precisely the reasons why Vinh forecasts a serious acceleration in Nvidia's growth in the current quarter and the second half of the year.New AI chips could push data center revenue to $200 bln by next yearWhile Vinh points out that the solid demand for the company's current-generation Hopper AI chips will allow it to beat Wall Street's fiscal first-quarter expectations and also deliver better-than-expected guidance, he also claims that the next-generation AI chips from Nvidia are set to drive some serious growth for the company.Nvidia's new Blackwell chips are expected to hit the market in the third quarter of 2024. Vinh estimates that the new B100 and B200 processors, which will replace Nvidia's current top-of-the-line offerings, could command 40% higher average selling prices (ASPs) than their predecessors.As Nvidia ramps up the production of its Blackwell chips in 2025 and starts shipping the GB200 Superchip — which combines two Nvidia B200 GPUs (graphics processing units) with its Grace server CPU (central processing unit) — the company could pull in a massive $200 billion in data center revenue in 2025 (which will coincide with its fiscal 2026).That would be a huge jump from the $47.5 billion in revenue that Nvidia generated in fiscal 2024 and the $87 billion it is expected to generate from AI chip sales this year (fiscal 2025). The company's terrific pricing power in AI chips could drive such massive acceleration in Nvidia's data center sales. According to HSBC, the company is expected to price its entry-level B100 GPU between $30,000 and $35,000. However, the GB200 Superchip could command a price in the range of $60,000 to $70,000.What's more, Nvidia's server systems equipped with multiple CPUs and GPUs are estimated to command prices between $1.8 million and $3 million on average. It is worth noting that Nvidia management pointed out on the company's February earnings conference call that it expects its \"next-generation products to be supply constrained as demand far exceeds supply.\"So, despite a potential increase in pricing, the demand for Nvidia's new chips is likely to remain robust. That is a testament to the company's solid pricing power, as well as its ability to continue maintaining a solid share of the AI chip market. TechInsights estimates that Nvidia's market share of the AI GPU market increased to 97% in 2023 from 96% in 2022.Therefore, the company seems set to benefit from a combination of higher AI chip sales and improved pricing over the next couple of years, which is probably the reason why analysts have been raising their growth expectations for the company.Why it would be a good idea to buy the stockA closer look at the chart below tells us that Nvidia's earnings estimates have been heading higher of late.NVDA EPS ESTIMATES FOR CURRENT FISCAL YEAR DATA BY YCHARTSMore specifically, the company's bottom line could jump 52% in a couple of fiscal years from this year's projected $25.27 per share to $38.30 per share in fiscal 2027. However, if Nvidia's next-generation AI chips indeed hit gold, the company could end up delivering much stronger earnings growth.The stock is currently trading at 38 times forward earnings, just below its five-year average. Investors, therefore, are getting a relatively good deal on Nvidia stock right now, and they should consider buying it since its red-hot rally seems here to stay thanks to the catalysts discussed above.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069055457,"gmtCreate":1651207621635,"gmtModify":1676534871137,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069055457","repostId":"1110857506","repostType":2,"repost":{"id":"1110857506","kind":"news","pubTimestamp":1651202214,"share":"https://ttm.financial/m/news/1110857506?lang=&edition=fundamental","pubTime":"2022-04-29 11:16","market":"us","language":"en","title":"Meta Platforms: A Long-Term Metaverse Leader?","url":"https://stock-news.laohu8.com/highlight/detail?id=1110857506","media":"TipRanks","summary":"Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a","content":"<div>\n<p>Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: A Long-Term Metaverse Leader?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: A Long-Term Metaverse Leader?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110857506","content_text":"Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag that Meta’s earnings presented, there’s still quite a bit of reason to like Meta. I’m bullish on Meta, thanks to the sheer potential of what it represents and how it may be ready to go well beyond Facebook itself.The last 12 months for Meta share trading showed that it needed a win, and boy did it get one. While spending most of 2021 in the $300-$350 range with some breakout points, an outright collapse kicked off in February. That plunge saw Meta go from a little over $320 on February 1 to just under $170 on April 27.The latest news lit a fire under investors, as the company presented a mixed bag of earnings news. The company turned in $2.72 per share in earnings, which handily beat the $2.56 per share expected by a Refinitiv consensus.The bad news came with revenue, oddly enough, as the $27.91 billion Meta posted proved just shy of the Refinitiv consensus that looked for $28.2 billion in revenue.Wall Street’s TakeTurning to Wall Street, Meta Platforms has a Moderate Buy consensus rating. That’s based on 28 Buys, eight Holds, and one Sell assigned in the past three months. The average Meta Platforms price target of $304.29 implies 47% upside potential.Analyst price targets range from a low of $212 per share to a high of $466 per share.Investor Sentiment Mostly in DeclineInvestor sentiment, however, seems to be turning against Meta Platforms.The biggest indicator against Meta right now is clearly insider trading. Insider transactions have been heavily weighted to the sell side for the last year. The last three months have been a moderate improvement but are still heavily sell-based.For the last year, sell transactions led buy transactions by 193 to 36. The last three months are visibly better, however, with sell transactions leading buys 19 to nine.The TipRanks 13-F Tracker, meanwhile, shows that selling is also a big position for hedge funds. Hedge funds continued a sell-off of Meta Platforms stock that has been going on for most of the last year now.Hedge Funds cut their FB position by 7.1 million shares in the time between September 2021 and December 2021. They also cut their position between March-June 2021 and June-September 2021.As for retail investors, those who hold portfolios on TipRanks showed a willingness to buy in. Those investors are perhaps the only ones particularly interested right now.In the last seven days, Tipranks portfolios holding Meta Platforms have notched up about 0.1%. However, in the last 30 days, portfolios with the stock have added 1.9%. Meta Platforms’ dividend history, meanwhile, is nonexistent.The Early Days of the MetaverseGranted, virtual reality itself is nothing new. We’ve had virtual reality ever since the early 1990s and the blocky polygonal hell that was “Dactyl Nightmare.” The rise of modern computing, however, has elevated the concept substantially.Where 30 years ago, we considered it fine advancement indeed to fire blocky projectiles at equally blocky pterodactyls, today we have such platforms as VRChat, where “blocky” is about the last word used to describe the graphics therein.Many think that Meta Platforms is the generator of the Metaverse, but that’s an incomplete definition at best. The Metaverse commonly includes a range of platforms, not just Meta’s own, but it also includes such things as Minecraft and Roblox (RBLX).Essentially, if you’re confused about just what the Metaverse is, remember this; no one really knows. It’s still under construction. Trying to define it is like trying to define a lump of clay before it’s worked.Meta Platforms, meanwhile, looks to be one of the biggest players therein, and with good reason. This is potentially where the concept of widespread virtual reality starts up in earnest, and Meta Platforms is eager to land a stake in that startup early on. Corporations are also eager to get a slice of Meta.Not so long ago, I talked about Wendy’s (WEN) and its ambitions therein, which featured basketball games played with a Baconator. Nike (NKE) is moving into the Metaverse as well, with lawsuits aimed at stopping the unauthorized trade of its shoe images as non-fungible tokens (NFTs). Disney (DIS) is working on a package of its own for the Metaverse frontier.Yet, Mark Zuckerberg plans to continue frantically spending on Metaverse development. So much so, in fact, that Meta’s Reality Labs division currently has about 17,000 employees on the payroll, and the division lost about $3 billion last quarter. Not “as of” last quarter, but just in that quarter.The demand is there. Major corporations don’t start coding entire environments for something they figure will fizzle out and boil off into a cloud of short-term fad. They’re expecting this to likely become a big part of the frontier, and they want to have a piece of that action.Concluding ViewsThe good news about Meta Platforms is that it’s clearly a long-term proposition. All of these upswings and downdrafts we see today will likely end up as patterns of growth later on. Great, but that growth is still likely a long way off. Years, perhaps. Potentially, decades.Right now, it would be easy to say that Meta Platforms is at a solid entry point position. It’s below even its lowest price target and offers a substantial slice of upside potential. If Meta ultimately becomes the leading platform in the Metaverse, this could put it in an excellent position.If the Metaverse ultimately takes off the way some expect—or perhaps, hope—it will, a position in Meta today could be a position in the biggest virtual reality platform of tomorrow. The sheer amount of insider selling may leave some unnerved, but they’re likely responding to short-term trends as opposed to longer-term matters.I’m bullish on Meta because it may be a speculative buy with a very long-term payback. However, it’s also a speculative buy with a massive potential payoff. This is one for the very patient and the adventurous at the same time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019168665,"gmtCreate":1648561042123,"gmtModify":1676534353966,"author":{"id":"4106314756682830","authorId":"4106314756682830","name":"HRS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106314756682830","authorIdStr":"4106314756682830"},"themes":[],"htmlText":"I bet on nvdia&nbsp;","listText":"I bet on nvdia&nbsp;","text":"I bet on nvdia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019168665","repostId":"9019338664","repostType":1,"repost":{"id":9019338664,"gmtCreate":1648525596115,"gmtModify":1676534350179,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"The Hottest Stocks from Different Platforms (29th, Mar)","htmlText":"Hi, Tigers! To give you comprehensive up-to-date news on the market trend, we have summarized the top hottest stocks in the past 24 hours on our app and other websites.&nbsp;Let's&nbsp;take&nbsp;a&nbsp;look: The Most Searched Stocks&nbsp;in the Tiger Trade App: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\"></a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMC\"></a><a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> <a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>","listText":"Hi, Tigers! To give you comprehensive up-to-date news on the market trend, we have summarized the top hottest stocks in the past 24 hours on our app and other websites.&nbsp;Let's&nbsp;take&nbsp;a&nbsp;look: The Most Searched Stocks&nbsp;in the Tiger Trade App: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\"></a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMC\"></a><a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> <a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>","text":"Hi, Tigers! To give you comprehensive up-to-date news on the market trend, we have summarized the top hottest stocks in the past 24 hours on our app and other websites. Let's take a look: The Most Searched Stocks in the Tiger Trade App: $Tesla Motors(TSLA)$ $AMC Entertainment(AMC)$ $Apple(AAPL)$ $NIO Inc.(NIO)$ $Sea Ltd(SE)$ $GameStop(GME)$ $SINGAPORE AIRLINES LTD(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/3786e2580bfd61723564a455d933d65c","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/34a88556307eccce9429bc96648705ac","width":"865","height":"1454"},{"img":"https://community-static.tradeup.com/news/d7b0af66d2d4c16152afc0128d6cd427","width":"709","height":"782"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019338664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}