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03-06

[Claw] [Claw] [Claw]

CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance

03-04

Good read!

How to Invest in a Bull Market

02-22

Good read 🙏

Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?

02-03

I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]

02-02

💪💪💪

Amazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%

02-01

[Claw] [Claw] [Claw]

AMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel

01-31

It is still a great company [Heart]

Chipmaker AMD Forecasts Quarterly Revenue below Estimates

2023-12-02

[Call] [Call] [Call]

Can Nvidia Hit $500 Before 2024?

2023-11-30

[Claw] [Claw] [Claw]

Love Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season

2023-11-30

[Claw] [Claw] [Claw]

CrowdStrike Stock Soars After Earnings: Is It Still a Buy?

2023-11-09

[Heart]

Walt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate

2023-11-02

[Claw] [Claw] [Claw] [Love]

NVDA Stock: While Others Worry, Back Up the Truck

2023-10-19

Looking forward ... [Claw] [Claw] [Claw]

Amazon's Stock Can Rocket Another 30%, This New Bull Says

2023-10-06

[Claw] [Claw] [Claw]

US Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%

2023-08-31

[Claw]

What’s Ahead for Berkshire as Warren Buffett Turns 93

2023-08-31

[Applaud] [Applaud] [Applaud]

Here Are Warren Buffett’s Best Quotes From the Last 93 Years

2023-06-22

[OK]

7 Stocks to Sell Immediately Before the Bubble Bursts

2023-03-25

👍

7 Value Stocks That Pay Monthly Dividends

2023-03-23

Ok

US STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues

2023-03-23

👌

After-Hours Stock Movers: Steelcase, KB Home Gain Post Earnings

Go to Tiger App to see more news

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[Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281206760612112","repostId":"2417580478","repostType":4,"repost":{"id":"2417580478","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1709677800,"share":"https://www.laohu8.com/m/news/2417580478?lang=&edition=full","pubTime":"2024-03-06 06:30","market":"us","language":"en","title":"CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2417580478","media":"Reuters","summary":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending","content":"<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance</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\">\nCrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","OKTA":"Okta Inc.","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","CYBR":"Cyber-Ark Software","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4550":"红杉资本持仓","BK4588":"碎股","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4551":"寇图资本持仓","LU0079474960.USD":"联博美国增长基金A","BK4561":"索罗斯持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4097":"系统软件","NET":"Cloudflare, Inc.","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4581":"高盛持仓","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4539":"次新股","BK4532":"文艺复兴科技持仓","BK4515":"5G概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417580478","content_text":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts' expectations of $3.75, according to LSEG data.The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts' estimates of $899.3 million.Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.Crowdstrike's revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280474203967568,"gmtCreate":1709504684838,"gmtModify":1709504688679,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good read!","listText":"Good read!","text":"Good read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280474203967568","repostId":"2416949558","repostType":4,"repost":{"id":"2416949558","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709444409,"share":"https://www.laohu8.com/m/news/2416949558?lang=&edition=full","pubTime":"2024-03-03 13:40","market":"fut","language":"en","title":"How to Invest in a Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2416949558","media":"Dow Jones","summary":"Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria","content":"<html><head></head><body><p>Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.</p><p>In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d34ca3bfc0b336ee7b6dcb0045e054\" tg-width=\"475\" tg-height=\"726\"/></p><p>Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.</p><p>With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.</p><h2 id=\"id_471894648\">Sitting in cash is tempting but could be costly</h2><p>Jordan Buchanan, a 35-year-old Navy officer stationed in Virginia Beach, Va., opted not to renew his certificate of deposit when it matured in January, even though he could have gotten a 5% yield. Instead, he plopped $10,000 into Nvidia, Super Micro Computer, Amazon.com and Microsoft, among other stocks.</p><p>His portfolio is up 17% this year, outpacing the tech-heavy Nasdaq Composite&#39;s 8.4% advance.</p><p>Buchanan says he expects growth stocks will jump even higher once the Federal Reserve begins cutting interest rates, whereas cash will likely start to lose its appeal. Technology and other growth stocks are particularly sensitive to changes in interest rates because they are often valued based on expectations of growth far into the future.</p><p>&#34;At the time I felt safe, but after seeing that things were working out a lot better in stocks, I just decided to dump it in there,&#34; Buchanan says. &#34;While it has been good so far this year, I don&#39;t think we&#39;ve really ignited the fire that&#39;s gonna take place once they start dropping interest rates.&#34;</p><p>Stocks have historically outpaced other assets over time. The S&amp;P 500 has returned more than 10% annually, including dividends, according to data from Ned Davis Research going back 100 years. In comparison, corporate bonds and Treasurys have advanced 5.5% and 5.1%, respectively, and gold has added 4.7%.</p><p>Buchanan&#39;s optimism is shared by others. Charles Schwab says bullishness among everyday investors is at the highest level since its quarterly survey launched in 2021. More than half of respondents say they are bullish on the U.S. stock market, up from 32% in the fourth quarter of last year.</p><p>Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria. The S&amp;P 500 has climbed 7.7% to start 2024 and has notched 15 closing records in the process. Nvidia shares have led the way, up 66% after more than tripling last year.</p><p>Yet neither looks particularly expensive. Nvidia trades at 31 times its expected earnings over the next 12 months, according to FactSet. Its two-year average is 38 times. The S&amp;P 500&#39;s multiple is about 21, below its recent peak of 24 hit in September 2020.</p><h2 id=\"id_462788301\">Don&#39;t be too greedy</h2><p>Zachary Esters, a 33-year-old recording artist and reality-TV cameraman in Nashville, Tenn., says he put about one-fifth of his portfolio into stocks he considers undervalued when the latest leg of the rally began in October.</p><p>Among his recent stock purchases were Arbor Realty Trust and Barrick Gold. The real-estate lender&#39;s shares have fallen 15% this year and offer a 13% dividend yield, while the gold miner&#39;s stock has dropped 15% and carries a 2.7% yield.</p><p>&#34;To be completely 100% risk-on in every portfolio is a bad mistake for any investor because that&#39;s the same thing as saying that &#39;I am willing to lose everything&#39; and that is a greedy perspective,&#34; Esters says.</p><p>Esters also owns shares of Alphabet, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and the SPDR S&amp;P 500 ETF but says he expects to buy more value stocks over the next year. Value stocks are typically considered those that trade at a low multiple of their book value, or net worth. They often include shares of banks, oil companies and industrial conglomerates.</p><p>Although Nvidia and Tesla top the list of the most popular stocks among individual investors, there are signs that some are looking beyond the &#34;Magnificent Seven&#34; group of big tech stocks.</p><p>The share of Magnificent Seven purchases as a percentage of total retail inflows has declined to 28% recently, from nearly 45% early last year, VandaTrack data show.</p><h2 id=\"id_1093106316\">But don&#39;t be afraid to have fun</h2><p>Richard Stofan, a 33-year-old full-time day trader in Channahon, Ill., says he is beginning to dabble in more speculative stocks.</p><p>This year, he has reallocated about one-third of his tech-stock portfolio -- which includes the SPDR S&amp;P 500 ETF, Nvidia, Amazon.com, Apple and Alphabet.</p><p>He bought shares of the small-cap-focused <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Russell 2000 exchange-traded fund, SPDR S&amp;P Biotech ETF, Cathie Wood&#39;s <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, along with Arm Holdings, Palantir, Super Micro Computer and Fortinet.</p><p>Near-record prices for bitcoin emboldened him to add to his crypto exposure as well, and he has scooped up shares of crypto miners Riot Platforms, CleanSpark and Marathon Digital Holdings. Bitcoin prices are hovering near $62,000, a level not seen in more than two years.</p><p>He isn&#39;t the only one crowding into hot stocks. The top 20 most traded securities by everyday investors have been concentrated recently in crypto and semiconductor stocks, along with broad-market ETFs and Magnificent Seven stocks, VandaTrack data show.</p><p>Speculative stocks typically outperform when rates are low and investors are hungry for yield. If the Fed delays cutting rates or doesn&#39;t reduce them as aggressively as investors hope, the highflying shares might hit a roadblock. Stofan says he isn&#39;t too concerned and would use that opportunity to buy the dip and scoop up more shares.</p><p>&#34;They&#39;re kind of like lottery tickets,&#34; Stofan says. &#34;If we were in a bear market, there&#39;s no chance I&#39;d be adding to my speculative position.&#34;</p><h2 id=\"id_300821145\">Protect your capital</h2><p>Chase Speegle, a 38-year-old full-time day trader in Littleton, Colo., invested in AMC Entertainment Holdings during the meme-stock mania. His gains in June 2021 totaled over $100,000, but he lost it all in a month.</p><p>This time around, he has learned to cut his losses quickly to preserve gains. When he is in a winning trade, he tries to add to that position so he can capture the maximum potential. Of course, being in a bull market has made it easier as well.</p><p>&#34;Before, we weren&#39;t quite in a bull market until a couple months ago,&#34; says Speegle, whose portfolio is up 3% this year. &#34;We were getting just a lot of choppy market movements, where you would get wiped out if you weren&#39;t proactive. It&#39;s been a lot easier to just follow the bullish trends.&#34;</p><p>Speegle expects stocks to keep hitting new highs. History suggests that might be possible: Since 1957, the S&amp;P 500 has hit about 1,200 record highs, but almost all of those new highs took place during three major clusters, Carson Investment Research data show.</p><p>&#34;Everybody loves the upside, everybody hates the downside, but you can&#39;t avoid one without the other,&#34; says Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group. &#34;It&#39;s really about the kind of roller-coaster ride you&#39;re willing to take. How smooth do you want the ride to be?&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to Invest in a Bull Market</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\">\nHow to Invest in a Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-03 13:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.</p><p>In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d34ca3bfc0b336ee7b6dcb0045e054\" tg-width=\"475\" tg-height=\"726\"/></p><p>Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.</p><p>With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.</p><h2 id=\"id_471894648\">Sitting in cash is tempting but could be costly</h2><p>Jordan Buchanan, a 35-year-old Navy officer stationed in Virginia Beach, Va., opted not to renew his certificate of deposit when it matured in January, even though he could have gotten a 5% yield. Instead, he plopped $10,000 into Nvidia, Super Micro Computer, Amazon.com and Microsoft, among other stocks.</p><p>His portfolio is up 17% this year, outpacing the tech-heavy Nasdaq Composite&#39;s 8.4% advance.</p><p>Buchanan says he expects growth stocks will jump even higher once the Federal Reserve begins cutting interest rates, whereas cash will likely start to lose its appeal. Technology and other growth stocks are particularly sensitive to changes in interest rates because they are often valued based on expectations of growth far into the future.</p><p>&#34;At the time I felt safe, but after seeing that things were working out a lot better in stocks, I just decided to dump it in there,&#34; Buchanan says. &#34;While it has been good so far this year, I don&#39;t think we&#39;ve really ignited the fire that&#39;s gonna take place once they start dropping interest rates.&#34;</p><p>Stocks have historically outpaced other assets over time. The S&amp;P 500 has returned more than 10% annually, including dividends, according to data from Ned Davis Research going back 100 years. In comparison, corporate bonds and Treasurys have advanced 5.5% and 5.1%, respectively, and gold has added 4.7%.</p><p>Buchanan&#39;s optimism is shared by others. Charles Schwab says bullishness among everyday investors is at the highest level since its quarterly survey launched in 2021. More than half of respondents say they are bullish on the U.S. stock market, up from 32% in the fourth quarter of last year.</p><p>Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria. The S&amp;P 500 has climbed 7.7% to start 2024 and has notched 15 closing records in the process. Nvidia shares have led the way, up 66% after more than tripling last year.</p><p>Yet neither looks particularly expensive. Nvidia trades at 31 times its expected earnings over the next 12 months, according to FactSet. Its two-year average is 38 times. The S&amp;P 500&#39;s multiple is about 21, below its recent peak of 24 hit in September 2020.</p><h2 id=\"id_462788301\">Don&#39;t be too greedy</h2><p>Zachary Esters, a 33-year-old recording artist and reality-TV cameraman in Nashville, Tenn., says he put about one-fifth of his portfolio into stocks he considers undervalued when the latest leg of the rally began in October.</p><p>Among his recent stock purchases were Arbor Realty Trust and Barrick Gold. The real-estate lender&#39;s shares have fallen 15% this year and offer a 13% dividend yield, while the gold miner&#39;s stock has dropped 15% and carries a 2.7% yield.</p><p>&#34;To be completely 100% risk-on in every portfolio is a bad mistake for any investor because that&#39;s the same thing as saying that &#39;I am willing to lose everything&#39; and that is a greedy perspective,&#34; Esters says.</p><p>Esters also owns shares of Alphabet, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and the SPDR S&amp;P 500 ETF but says he expects to buy more value stocks over the next year. Value stocks are typically considered those that trade at a low multiple of their book value, or net worth. They often include shares of banks, oil companies and industrial conglomerates.</p><p>Although Nvidia and Tesla top the list of the most popular stocks among individual investors, there are signs that some are looking beyond the &#34;Magnificent Seven&#34; group of big tech stocks.</p><p>The share of Magnificent Seven purchases as a percentage of total retail inflows has declined to 28% recently, from nearly 45% early last year, VandaTrack data show.</p><h2 id=\"id_1093106316\">But don&#39;t be afraid to have fun</h2><p>Richard Stofan, a 33-year-old full-time day trader in Channahon, Ill., says he is beginning to dabble in more speculative stocks.</p><p>This year, he has reallocated about one-third of his tech-stock portfolio -- which includes the SPDR S&amp;P 500 ETF, Nvidia, Amazon.com, Apple and Alphabet.</p><p>He bought shares of the small-cap-focused <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Russell 2000 exchange-traded fund, SPDR S&amp;P Biotech ETF, Cathie Wood&#39;s <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, along with Arm Holdings, Palantir, Super Micro Computer and Fortinet.</p><p>Near-record prices for bitcoin emboldened him to add to his crypto exposure as well, and he has scooped up shares of crypto miners Riot Platforms, CleanSpark and Marathon Digital Holdings. Bitcoin prices are hovering near $62,000, a level not seen in more than two years.</p><p>He isn&#39;t the only one crowding into hot stocks. The top 20 most traded securities by everyday investors have been concentrated recently in crypto and semiconductor stocks, along with broad-market ETFs and Magnificent Seven stocks, VandaTrack data show.</p><p>Speculative stocks typically outperform when rates are low and investors are hungry for yield. If the Fed delays cutting rates or doesn&#39;t reduce them as aggressively as investors hope, the highflying shares might hit a roadblock. Stofan says he isn&#39;t too concerned and would use that opportunity to buy the dip and scoop up more shares.</p><p>&#34;They&#39;re kind of like lottery tickets,&#34; Stofan says. &#34;If we were in a bear market, there&#39;s no chance I&#39;d be adding to my speculative position.&#34;</p><h2 id=\"id_300821145\">Protect your capital</h2><p>Chase Speegle, a 38-year-old full-time day trader in Littleton, Colo., invested in AMC Entertainment Holdings during the meme-stock mania. His gains in June 2021 totaled over $100,000, but he lost it all in a month.</p><p>This time around, he has learned to cut his losses quickly to preserve gains. When he is in a winning trade, he tries to add to that position so he can capture the maximum potential. Of course, being in a bull market has made it easier as well.</p><p>&#34;Before, we weren&#39;t quite in a bull market until a couple months ago,&#34; says Speegle, whose portfolio is up 3% this year. &#34;We were getting just a lot of choppy market movements, where you would get wiped out if you weren&#39;t proactive. It&#39;s been a lot easier to just follow the bullish trends.&#34;</p><p>Speegle expects stocks to keep hitting new highs. History suggests that might be possible: Since 1957, the S&amp;P 500 has hit about 1,200 record highs, but almost all of those new highs took place during three major clusters, Carson Investment Research data show.</p><p>&#34;Everybody loves the upside, everybody hates the downside, but you can&#39;t avoid one without the other,&#34; says Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group. &#34;It&#39;s really about the kind of roller-coaster ride you&#39;re willing to take. How smooth do you want the ride to be?&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4587":"ChatGPT概念",".DJI":"道琼斯","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","BK4561":"索罗斯持仓",".SPX":"S&P 500 Index","BK4529":"IDC概念","LU0444971666.USD":"天利全球科技基金","BK4507":"流媒体概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416949558","content_text":"Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.Sitting in cash is tempting but could be costlyJordan Buchanan, a 35-year-old Navy officer stationed in Virginia Beach, Va., opted not to renew his certificate of deposit when it matured in January, even though he could have gotten a 5% yield. Instead, he plopped $10,000 into Nvidia, Super Micro Computer, Amazon.com and Microsoft, among other stocks.His portfolio is up 17% this year, outpacing the tech-heavy Nasdaq Composite's 8.4% advance.Buchanan says he expects growth stocks will jump even higher once the Federal Reserve begins cutting interest rates, whereas cash will likely start to lose its appeal. Technology and other growth stocks are particularly sensitive to changes in interest rates because they are often valued based on expectations of growth far into the future.\"At the time I felt safe, but after seeing that things were working out a lot better in stocks, I just decided to dump it in there,\" Buchanan says. \"While it has been good so far this year, I don't think we've really ignited the fire that's gonna take place once they start dropping interest rates.\"Stocks have historically outpaced other assets over time. The S&P 500 has returned more than 10% annually, including dividends, according to data from Ned Davis Research going back 100 years. In comparison, corporate bonds and Treasurys have advanced 5.5% and 5.1%, respectively, and gold has added 4.7%.Buchanan's optimism is shared by others. Charles Schwab says bullishness among everyday investors is at the highest level since its quarterly survey launched in 2021. More than half of respondents say they are bullish on the U.S. stock market, up from 32% in the fourth quarter of last year.Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria. The S&P 500 has climbed 7.7% to start 2024 and has notched 15 closing records in the process. Nvidia shares have led the way, up 66% after more than tripling last year.Yet neither looks particularly expensive. Nvidia trades at 31 times its expected earnings over the next 12 months, according to FactSet. Its two-year average is 38 times. The S&P 500's multiple is about 21, below its recent peak of 24 hit in September 2020.Don't be too greedyZachary Esters, a 33-year-old recording artist and reality-TV cameraman in Nashville, Tenn., says he put about one-fifth of his portfolio into stocks he considers undervalued when the latest leg of the rally began in October.Among his recent stock purchases were Arbor Realty Trust and Barrick Gold. The real-estate lender's shares have fallen 15% this year and offer a 13% dividend yield, while the gold miner's stock has dropped 15% and carries a 2.7% yield.\"To be completely 100% risk-on in every portfolio is a bad mistake for any investor because that's the same thing as saying that 'I am willing to lose everything' and that is a greedy perspective,\" Esters says.Esters also owns shares of Alphabet, Adobe and the SPDR S&P 500 ETF but says he expects to buy more value stocks over the next year. Value stocks are typically considered those that trade at a low multiple of their book value, or net worth. They often include shares of banks, oil companies and industrial conglomerates.Although Nvidia and Tesla top the list of the most popular stocks among individual investors, there are signs that some are looking beyond the \"Magnificent Seven\" group of big tech stocks.The share of Magnificent Seven purchases as a percentage of total retail inflows has declined to 28% recently, from nearly 45% early last year, VandaTrack data show.But don't be afraid to have funRichard Stofan, a 33-year-old full-time day trader in Channahon, Ill., says he is beginning to dabble in more speculative stocks.This year, he has reallocated about one-third of his tech-stock portfolio -- which includes the SPDR S&P 500 ETF, Nvidia, Amazon.com, Apple and Alphabet.He bought shares of the small-cap-focused iShares Russell 2000 exchange-traded fund, SPDR S&P Biotech ETF, Cathie Wood's ARK Innovation ETF, along with Arm Holdings, Palantir, Super Micro Computer and Fortinet.Near-record prices for bitcoin emboldened him to add to his crypto exposure as well, and he has scooped up shares of crypto miners Riot Platforms, CleanSpark and Marathon Digital Holdings. Bitcoin prices are hovering near $62,000, a level not seen in more than two years.He isn't the only one crowding into hot stocks. The top 20 most traded securities by everyday investors have been concentrated recently in crypto and semiconductor stocks, along with broad-market ETFs and Magnificent Seven stocks, VandaTrack data show.Speculative stocks typically outperform when rates are low and investors are hungry for yield. If the Fed delays cutting rates or doesn't reduce them as aggressively as investors hope, the highflying shares might hit a roadblock. Stofan says he isn't too concerned and would use that opportunity to buy the dip and scoop up more shares.\"They're kind of like lottery tickets,\" Stofan says. \"If we were in a bear market, there's no chance I'd be adding to my speculative position.\"Protect your capitalChase Speegle, a 38-year-old full-time day trader in Littleton, Colo., invested in AMC Entertainment Holdings during the meme-stock mania. His gains in June 2021 totaled over $100,000, but he lost it all in a month.This time around, he has learned to cut his losses quickly to preserve gains. When he is in a winning trade, he tries to add to that position so he can capture the maximum potential. Of course, being in a bull market has made it easier as well.\"Before, we weren't quite in a bull market until a couple months ago,\" says Speegle, whose portfolio is up 3% this year. \"We were getting just a lot of choppy market movements, where you would get wiped out if you weren't proactive. It's been a lot easier to just follow the bullish trends.\"Speegle expects stocks to keep hitting new highs. History suggests that might be possible: Since 1957, the S&P 500 has hit about 1,200 record highs, but almost all of those new highs took place during three major clusters, Carson Investment Research data show.\"Everybody loves the upside, everybody hates the downside, but you can't avoid one without the other,\" says Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group. \"It's really about the kind of roller-coaster ride you're willing to take. How smooth do you want the ride to be?\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276669549056224,"gmtCreate":1708576463246,"gmtModify":1708576468386,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good read 🙏","listText":"Good read 🙏","text":"Good read 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276669549056224","repostId":"2413286559","repostType":4,"repost":{"id":"2413286559","pubTimestamp":1708574400,"share":"https://www.laohu8.com/m/news/2413286559?lang=&edition=full","pubTime":"2024-02-22 12:00","market":"us","language":"en","title":"Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413286559","media":"Seeking Alpha","summary":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B!Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from streng","content":"<html><head></head><body><ul style=\"\"><li><p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week&#39;s pre-ER losses.</p></li><li><p>Powered by insatiable demand for its AI GPU chips, Nvidia&#39;s Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.</p></li><li><p>During Q4, Nvidia&#39;s non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.</p></li><li><p>While Nvidia&#39;s business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.</p></li><li><p>With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c6bf32b2eb3fc7f9938bea898d0f58\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_3796557788\">Brief Review Of Nvidia&#39;s Q4 2023 Report</h2><p>Going into its Q3 FY2024 earnings report, <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bf863da3d94fd01582724c2bf7a8c74\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"217\"/><span>Seeking Alpha</span></p><p>For Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA&#39;s AI GPU chips:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa18c4e5f092fb2b2fc4d213f457bc5\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"654\"/><span>Nvidia Investor Relations</span></p><p>In Q4 FY2024, Nvidia&#39;s Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA&#39;s AI GPUs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d24a82e1390d2380c3058e52131060\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"510\"/><span>Nvidia Investor Relations</span></p><p>Here&#39;s what Jensen Huang, Nvidia&#39;s CEO, had to say in the Q4 &#39;23 release:</p><blockquote><p><em>Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.</em></p><p><em>NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead</em></p></blockquote><p>With cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don&#39;t think Nvidia&#39;s strong performance in data center is all that surprising.</p><p>With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bb054f79be3418cd00b3543f2361185\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"293\"/><span>Nvidia Investor Relations</span></p><p>In Q4, Nvidia&#39;s Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!</p><p>On the margin front, Nvidia&#39;s non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia&#39;s hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia&#39;s quarterly free cash flow generation higher in combination with explosive top line growth.</p><p>In Q4 FY2024, Nvidia&#39;s quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant&#39;s fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3ba71907527b76c3355a12b8606d2e\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"511\"/><span>Nvidia Investor Relations</span></p><p>While Nvidia&#39;s balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.</p><p>For Q1 FY2025, Nvidia&#39;s management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f64db33b95e873e4f4b8829425180f\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"242\"/><span>Nvidia Investor Relations</span></p><p>Despite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.</p><p>At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:</p><blockquote><p><em>There&#39;s about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we&#39;ll have $2T worth of data centers that will be powering software around the world, and all of it&#39;s going to be accelerated.</em></p></blockquote><p>In my view, the long-term opportunity for Nvidia is massive [TAM: &gt;$300B]. Given CUDA&#39;s dominance, Nvidia is likely to keep enjoying the lion&#39;s share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c78c605a6652b72eac7558c1e7da3f79\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha</span></p><p>With nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let&#39;s see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):</p><h2 id=\"id_587030274\">Nvidia&#39;s Fair Value And Expected Returns</h2><p>In light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).</p><p>Given Nvidia&#39;s incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (&#34;FCF&#34;) margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.</p><p><strong>Here&#39;s my updated valuation model for Nvidia:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b183591ca0c1f2075b2e082373c32257\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA&#39;s stock price is well ahead of its skis at this moment in time.</p><p>Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI&#39;s GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don&#39;t see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.</p><p>Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122caf3a082986b897a878a006b26c5\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"321\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Despite using generous assumptions for future growth and margins, NVDA&#39;s expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you&#39;re willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.</p><p><strong>Please note:</strong> Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.</p><h2 id=\"id_1105598722\">Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?</h2><p>From a fundamental standpoint, Nvidia&#39;s business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious &#34;picks and shovels&#34; play in the AI gold rush. That said, a lot of future success is already baked into Nvidia&#39;s current stock price, and the long-term risk/reward doesn&#39;t justify allocation of fresh capital right now.</p><p>Technically, Nvidia&#39;s stock is firmly in the overbought territory (RSI &gt;70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f806f70925bf897f45e2a045ea9061\" tg-width=\"640\" tg-height=\"534\"/></p><p>Given Nvidia&#39;s robust financial performance and management&#39;s optimistic outlook, I don&#39;t think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.</p><p>Now, I have sounded like a broken record, but I have to say this again -</p><blockquote><p><em>Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we&#39;re being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.</em></p><p><em>Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.</em></p><p>Source: &#34;Nvidia Q3 Review: I Was Wrong, But I&#39;m Staying On The Sidelines.&#34;</p></blockquote><p>With persistent doubts over sustainability of Nvidia&#39;s revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.</p><p><strong>Key Takeaway:</strong> I continue to rate Nvidia Corporation stock &#34;Neutral/Hold&#34; at $721 per share.</p><p>Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand ...</p>\n\n<a href=\"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4587":"ChatGPT概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4577":"网络游戏","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","NVDA":"英伟达","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4122":"互联网与直销零售","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0557290698.USD":"施罗德环球可持续增长基金","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0171293334.USD":"贝莱德英国基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD"},"source_url":"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413286559","content_text":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!Bloomberg/Bloomberg via Getty ImagesBrief Review Of Nvidia's Q4 2023 ReportGoing into its Q3 FY2024 earnings report, NVIDIA Corporation (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.Seeking AlphaFor Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA's AI GPU chips:Nvidia Investor RelationsIn Q4 FY2024, Nvidia's Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA's AI GPUs.Nvidia Investor RelationsHere's what Jensen Huang, Nvidia's CEO, had to say in the Q4 '23 release:Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future aheadWith cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don't think Nvidia's strong performance in data center is all that surprising.With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.Nvidia Investor RelationsIn Q4, Nvidia's Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!On the margin front, Nvidia's non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia's hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia's quarterly free cash flow generation higher in combination with explosive top line growth.In Q4 FY2024, Nvidia's quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant's fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.Nvidia Investor RelationsWhile Nvidia's balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.For Q1 FY2025, Nvidia's management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).Nvidia Investor RelationsDespite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:There's about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we'll have $2T worth of data centers that will be powering software around the world, and all of it's going to be accelerated.In my view, the long-term opportunity for Nvidia is massive [TAM: >$300B]. Given CUDA's dominance, Nvidia is likely to keep enjoying the lion's share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.Seeking AlphaWith nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let's see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):Nvidia's Fair Value And Expected ReturnsIn light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).Given Nvidia's incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (\"FCF\") margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.Here's my updated valuation model for Nvidia:TQI Valuation Model (TQIG.org)Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA's stock price is well ahead of its skis at this moment in time.Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI's GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don't see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.TQI Valuation Model (TQIG.org)Despite using generous assumptions for future growth and margins, NVDA's expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you're willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.Please note: Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?From a fundamental standpoint, Nvidia's business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious \"picks and shovels\" play in the AI gold rush. That said, a lot of future success is already baked into Nvidia's current stock price, and the long-term risk/reward doesn't justify allocation of fresh capital right now.Technically, Nvidia's stock is firmly in the overbought territory (RSI >70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.Given Nvidia's robust financial performance and management's optimistic outlook, I don't think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.Now, I have sounded like a broken record, but I have to say this again -Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we're being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.Source: \"Nvidia Q3 Review: I Was Wrong, But I'm Staying On The Sidelines.\"With persistent doubts over sustainability of Nvidia's revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.Key Takeaway: I continue to rate Nvidia Corporation stock \"Neutral/Hold\" at $721 per share.Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269849192804584,"gmtCreate":1706890115744,"gmtModify":1706890121345,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]","listText":"I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]","text":"I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269849192804584","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269569924706384,"gmtCreate":1706829810748,"gmtModify":1706829814596,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269569924706384","repostId":"1198940084","repostType":4,"repost":{"id":"1198940084","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1706824785,"share":"https://www.laohu8.com/m/news/1198940084?lang=&edition=full","pubTime":"2024-02-02 05:59","market":"us","language":"en","title":"Amazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198940084","media":"Reuters","summary":"【Amazon’s Q4 Earnings Conference Call】Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its share","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221789113884963899%22,%22type%22:1%7D\" title=\"Amazon’s Q4 Earnings Conference Call\" target=\"_blank\">Amazon’s Q4 Earnings Conference Call</a>】</p><p>Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its shares up 9.4% after the market close.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ba341a80f69366e051617b6d06c2e09\" tg-width=\"805\" tg-height=\"843\"/></p><p>Despite the strong performance Amazon has begun the year by shedding jobs in several divisions. Plans to acquire iRobot (IRBT.O), opens new tab, maker of the Roomba vacuum cleaner, for $1.4 billion were dashed by European regulators.</p><p>Amazon Web Services (AWS), the world&#39;s largest cloud services provider, brought in revenue of $24.2 billion in the fourth quarter, compared with analysts&#39; expectations of $24.26 billion.</p><p>AWS CEO Andy Jassy in a statement touted the unit&#39;s &#34;continued long-term focus on customers and feature delivery,&#34; citing efforts to incorporate generative AI into many of its services. The new features &#34;are starting to be reflected in our overall results,&#34; he said.</p><p>In what is seen as a boost to e-commerce firms, consumers splurged on goods and services over the holidays, despite high interest rates, a Commerce Department report last week showed.</p><p>Meanwhile, growth at Alphabet (GOOGL.O), opens new tab and Microsoft&#39;s (MSFT.O), opens new tab cloud units beat market expectations as customers wanted to test new AI features and build them for their own applications.</p><p>Revenue in the fourth quarter rose 14% to $170 billion, beating analysts&#39; average estimate of $166.21 billion according to LSEG data. Net income rose to $10.6 billion from $278 million in the year-ago period.</p><p>The company forecast current-quarter revenue of $138 billion to $143.5 billion. Analysts polled by LSEG expect $142.13 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%</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\">\nAmazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-02 05:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221789113884963899%22,%22type%22:1%7D\" title=\"Amazon’s Q4 Earnings Conference Call\" target=\"_blank\">Amazon’s Q4 Earnings Conference Call</a>】</p><p>Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its shares up 9.4% after the market close.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ba341a80f69366e051617b6d06c2e09\" tg-width=\"805\" tg-height=\"843\"/></p><p>Despite the strong performance Amazon has begun the year by shedding jobs in several divisions. Plans to acquire iRobot (IRBT.O), opens new tab, maker of the Roomba vacuum cleaner, for $1.4 billion were dashed by European regulators.</p><p>Amazon Web Services (AWS), the world&#39;s largest cloud services provider, brought in revenue of $24.2 billion in the fourth quarter, compared with analysts&#39; expectations of $24.26 billion.</p><p>AWS CEO Andy Jassy in a statement touted the unit&#39;s &#34;continued long-term focus on customers and feature delivery,&#34; citing efforts to incorporate generative AI into many of its services. The new features &#34;are starting to be reflected in our overall results,&#34; he said.</p><p>In what is seen as a boost to e-commerce firms, consumers splurged on goods and services over the holidays, despite high interest rates, a Commerce Department report last week showed.</p><p>Meanwhile, growth at Alphabet (GOOGL.O), opens new tab and Microsoft&#39;s (MSFT.O), opens new tab cloud units beat market expectations as customers wanted to test new AI features and build them for their own applications.</p><p>Revenue in the fourth quarter rose 14% to $170 billion, beating analysts&#39; average estimate of $166.21 billion according to LSEG data. Net income rose to $10.6 billion from $278 million in the year-ago period.</p><p>The company forecast current-quarter revenue of $138 billion to $143.5 billion. Analysts polled by LSEG expect $142.13 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198940084","content_text":"【Amazon’s Q4 Earnings Conference Call】Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its shares up 9.4% after the market close.Despite the strong performance Amazon has begun the year by shedding jobs in several divisions. Plans to acquire iRobot (IRBT.O), opens new tab, maker of the Roomba vacuum cleaner, for $1.4 billion were dashed by European regulators.Amazon Web Services (AWS), the world's largest cloud services provider, brought in revenue of $24.2 billion in the fourth quarter, compared with analysts' expectations of $24.26 billion.AWS CEO Andy Jassy in a statement touted the unit's \"continued long-term focus on customers and feature delivery,\" citing efforts to incorporate generative AI into many of its services. The new features \"are starting to be reflected in our overall results,\" he said.In what is seen as a boost to e-commerce firms, consumers splurged on goods and services over the holidays, despite high interest rates, a Commerce Department report last week showed.Meanwhile, growth at Alphabet (GOOGL.O), opens new tab and Microsoft's (MSFT.O), opens new tab cloud units beat market expectations as customers wanted to test new AI features and build them for their own applications.Revenue in the fourth quarter rose 14% to $170 billion, beating analysts' average estimate of $166.21 billion according to LSEG data. Net income rose to $10.6 billion from $278 million in the year-ago period.The company forecast current-quarter revenue of $138 billion to $143.5 billion. Analysts polled by LSEG expect $142.13 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269357275230464,"gmtCreate":1706777895834,"gmtModify":1706777900462,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269357275230464","repostId":"2408515965","repostType":4,"repost":{"id":"2408515965","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1706777100,"share":"https://www.laohu8.com/m/news/2408515965?lang=&edition=full","pubTime":"2024-02-01 16:45","market":"us","language":"en","title":"AMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2408515965","media":"Dow Jones","summary":"Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.On the client side of things, the","content":"<html><head></head><body><p>The chip maker’s latest earnings show both promise and the challenges ahead</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37715cf1020556c1c5f84c54858ed88f\" tg-width=\"925\" tg-height=\"519\"/></p><p>The earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. after it reported fourth-quarter and full-year 2023 results. I know that many other stories and analysts will dive into the dollars more deeply than me, but it’s worth recounting a couple of the key points that I think are relevant to how we look at the ability for AMD to sustain its momentum into 2024.</p><p>From a fourth-quarter 2023 perspective, looking at year-on-year comparisons to a 2022 that was by all accounts pretty bad for AMD (and the chip market in general), revenue was up 10%, gross profit was up 10%, margin was essentially flat, and operating income jumped 12% to over $1.4 billion.</p><p>Drilling into AMD’s key business units, the data-center group saw a 38% increase in revenue and 50% increase in operating income. The client segment that accounts for the company’s chips for consumer desktops and laptops saw revenue increase 62% and operating income climb 136%.</p><p>For the first time in any substantial way, the data-center business is now the largest component of AMD’s revenue. </p><p>The total 2023 results, compared to 2022, are a bit misleading because of just how bad the first half of last year was. </p><p>The best news for investors during the earnings call came from CEO Lisa Su when she announced AMD was raising revenue projections for its MI300 family of AI accelerators for the data-center segment to $3.5 billion from $2 billion, a massive 75% jump. This is based on better-than-expected ramping of product validation with customers, and the resulting increased demand because of it. I wouldn’t be surprised to see that $3.5 billion number that AMD is promoting for 2024 to be an under-call; Su mentioned in the Q&amp;A that the company had built up the supply chain to ship “substantially more” than the $3.5 billion mark if demand is there. </p><p>AMD continues to tout a projected market size of $400 billion for AI accelerators by 2027. Though details on this projection are still a bit light, if the company can manage to capture just 5% of that market by 2027, investors are looking at a revenue target of $20 billion, with a steep curve up from 2024 to hit that. </p><p style=\"text-align: start;\">Investors are likely questioning if the company can sustain this kind of growth and momentum. Does it have the expertise to compete with the likes of Nvidia and hold off the rise of chip startups and even in-house silicon expansion at cloud-service companies?</p><p style=\"text-align: start;\">Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.</p><p style=\"text-align: start;\">On the client side of things, the future is a bit more murky. AMD recently announced its Ryzen 8000 series of chips for laptops that include a new, faster AI accelerator that makes it one of several new CPUs coming to market for the AI PC. Later this year, AMD will release its Strix family of chips, which promises to improve AI performance by a factor of three, while also introducing a new CPU architecture dubbed Zen 5. </p><p style=\"text-align: start;\">While the product family that AMD has in store for 2024 in the consumer space looks to be high performance and offer compelling AI and graphics features, the market growth in the PC space is projected to be much lower than for the data center. Even though most analysts see a “supercycle” coming in the PC space, thanks to the expansion of compelling AI uses case to drive consumers to buy new systems, AMD is hedging a bit here. </p><blockquote><p><strong><em>AI software may be more compatible with Intel AI chips sooner than AMD’s.</em></strong></p></blockquote><p style=\"text-align: start;\">Risks for AMD are bigger in the client space than the data-center segment, in my view. For enterprise and cloud-service providers integrating AI accelerators and new chips, the ability to build and customize software for AMD products is a small portion of the overall cost of doing business. If AMD is only worried about 10 to 20 key applications for its MI300 family of AI GPUs, it can focus engineering efforts. But in the consumer space, where AI applications and workloads will number in the dozens or even hundreds, Intel has a massive software-development team that it can utilize that AMD does not. As a result, AI software may be more compatible with Intel AI chips sooner than AMD’s. </p><p style=\"text-align: start;\">Another part of the risk is that Intel’s latest chips, like its Core Ultra family, are really good — and in a market where OEMs and consumers aren’t starving for new processors (as is the case in the data center), then AMD will have to compete more directly on its value proposition. Those Intel Core Ultra chips tend to target higher-priced systems, so AMD will only have to be better than Intel’s last-generation products to win. </p><p style=\"text-align: start;\">I still expect to see unit- and revenue-share increases for AMD in the client space through 2024. The company has continued to grow its footprint relative to Intel in the laptop space over the past two years, and like the data-center business, AMD benefits from its record of continued execution. As AMD edges up from a 15% market share in 2022 to almost 20% as of late 2023 for client chips, it seems inevitable that it will be able to continue that growth to upwards of 30% in short order.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-01 16:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The chip maker’s latest earnings show both promise and the challenges ahead</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37715cf1020556c1c5f84c54858ed88f\" tg-width=\"925\" tg-height=\"519\"/></p><p>The earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. after it reported fourth-quarter and full-year 2023 results. I know that many other stories and analysts will dive into the dollars more deeply than me, but it’s worth recounting a couple of the key points that I think are relevant to how we look at the ability for AMD to sustain its momentum into 2024.</p><p>From a fourth-quarter 2023 perspective, looking at year-on-year comparisons to a 2022 that was by all accounts pretty bad for AMD (and the chip market in general), revenue was up 10%, gross profit was up 10%, margin was essentially flat, and operating income jumped 12% to over $1.4 billion.</p><p>Drilling into AMD’s key business units, the data-center group saw a 38% increase in revenue and 50% increase in operating income. The client segment that accounts for the company’s chips for consumer desktops and laptops saw revenue increase 62% and operating income climb 136%.</p><p>For the first time in any substantial way, the data-center business is now the largest component of AMD’s revenue. </p><p>The total 2023 results, compared to 2022, are a bit misleading because of just how bad the first half of last year was. </p><p>The best news for investors during the earnings call came from CEO Lisa Su when she announced AMD was raising revenue projections for its MI300 family of AI accelerators for the data-center segment to $3.5 billion from $2 billion, a massive 75% jump. This is based on better-than-expected ramping of product validation with customers, and the resulting increased demand because of it. I wouldn’t be surprised to see that $3.5 billion number that AMD is promoting for 2024 to be an under-call; Su mentioned in the Q&amp;A that the company had built up the supply chain to ship “substantially more” than the $3.5 billion mark if demand is there. </p><p>AMD continues to tout a projected market size of $400 billion for AI accelerators by 2027. Though details on this projection are still a bit light, if the company can manage to capture just 5% of that market by 2027, investors are looking at a revenue target of $20 billion, with a steep curve up from 2024 to hit that. </p><p style=\"text-align: start;\">Investors are likely questioning if the company can sustain this kind of growth and momentum. Does it have the expertise to compete with the likes of Nvidia and hold off the rise of chip startups and even in-house silicon expansion at cloud-service companies?</p><p style=\"text-align: start;\">Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.</p><p style=\"text-align: start;\">On the client side of things, the future is a bit more murky. AMD recently announced its Ryzen 8000 series of chips for laptops that include a new, faster AI accelerator that makes it one of several new CPUs coming to market for the AI PC. Later this year, AMD will release its Strix family of chips, which promises to improve AI performance by a factor of three, while also introducing a new CPU architecture dubbed Zen 5. </p><p style=\"text-align: start;\">While the product family that AMD has in store for 2024 in the consumer space looks to be high performance and offer compelling AI and graphics features, the market growth in the PC space is projected to be much lower than for the data center. Even though most analysts see a “supercycle” coming in the PC space, thanks to the expansion of compelling AI uses case to drive consumers to buy new systems, AMD is hedging a bit here. </p><blockquote><p><strong><em>AI software may be more compatible with Intel AI chips sooner than AMD’s.</em></strong></p></blockquote><p style=\"text-align: start;\">Risks for AMD are bigger in the client space than the data-center segment, in my view. For enterprise and cloud-service providers integrating AI accelerators and new chips, the ability to build and customize software for AMD products is a small portion of the overall cost of doing business. If AMD is only worried about 10 to 20 key applications for its MI300 family of AI GPUs, it can focus engineering efforts. But in the consumer space, where AI applications and workloads will number in the dozens or even hundreds, Intel has a massive software-development team that it can utilize that AMD does not. As a result, AI software may be more compatible with Intel AI chips sooner than AMD’s. </p><p style=\"text-align: start;\">Another part of the risk is that Intel’s latest chips, like its Core Ultra family, are really good — and in a market where OEMs and consumers aren’t starving for new processors (as is the case in the data center), then AMD will have to compete more directly on its value proposition. Those Intel Core Ultra chips tend to target higher-priced systems, so AMD will only have to be better than Intel’s last-generation products to win. </p><p style=\"text-align: start;\">I still expect to see unit- and revenue-share increases for AMD in the client space through 2024. The company has continued to grow its footprint relative to Intel in the laptop space over the past two years, and like the data-center business, AMD benefits from its record of continued execution. As AMD edges up from a 15% market share in 2022 to almost 20% as of late 2023 for client chips, it seems inevitable that it will be able to continue that growth to upwards of 30% in short order.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4576":"AR","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4575":"芯片概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4525":"远程办公概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4577":"网络游戏","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4527":"明星科技股","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","AMD":"美国超微公司","BK7504":"锂钴概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4573":"虚拟现实","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4581":"高盛持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4529":"IDC概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4528":"SaaS概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408515965","content_text":"The chip maker’s latest earnings show both promise and the challenges aheadThe earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. after it reported fourth-quarter and full-year 2023 results. I know that many other stories and analysts will dive into the dollars more deeply than me, but it’s worth recounting a couple of the key points that I think are relevant to how we look at the ability for AMD to sustain its momentum into 2024.From a fourth-quarter 2023 perspective, looking at year-on-year comparisons to a 2022 that was by all accounts pretty bad for AMD (and the chip market in general), revenue was up 10%, gross profit was up 10%, margin was essentially flat, and operating income jumped 12% to over $1.4 billion.Drilling into AMD’s key business units, the data-center group saw a 38% increase in revenue and 50% increase in operating income. The client segment that accounts for the company’s chips for consumer desktops and laptops saw revenue increase 62% and operating income climb 136%.For the first time in any substantial way, the data-center business is now the largest component of AMD’s revenue. The total 2023 results, compared to 2022, are a bit misleading because of just how bad the first half of last year was. The best news for investors during the earnings call came from CEO Lisa Su when she announced AMD was raising revenue projections for its MI300 family of AI accelerators for the data-center segment to $3.5 billion from $2 billion, a massive 75% jump. This is based on better-than-expected ramping of product validation with customers, and the resulting increased demand because of it. I wouldn’t be surprised to see that $3.5 billion number that AMD is promoting for 2024 to be an under-call; Su mentioned in the Q&A that the company had built up the supply chain to ship “substantially more” than the $3.5 billion mark if demand is there. AMD continues to tout a projected market size of $400 billion for AI accelerators by 2027. Though details on this projection are still a bit light, if the company can manage to capture just 5% of that market by 2027, investors are looking at a revenue target of $20 billion, with a steep curve up from 2024 to hit that. Investors are likely questioning if the company can sustain this kind of growth and momentum. Does it have the expertise to compete with the likes of Nvidia and hold off the rise of chip startups and even in-house silicon expansion at cloud-service companies?Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.On the client side of things, the future is a bit more murky. AMD recently announced its Ryzen 8000 series of chips for laptops that include a new, faster AI accelerator that makes it one of several new CPUs coming to market for the AI PC. Later this year, AMD will release its Strix family of chips, which promises to improve AI performance by a factor of three, while also introducing a new CPU architecture dubbed Zen 5. While the product family that AMD has in store for 2024 in the consumer space looks to be high performance and offer compelling AI and graphics features, the market growth in the PC space is projected to be much lower than for the data center. Even though most analysts see a “supercycle” coming in the PC space, thanks to the expansion of compelling AI uses case to drive consumers to buy new systems, AMD is hedging a bit here. AI software may be more compatible with Intel AI chips sooner than AMD’s.Risks for AMD are bigger in the client space than the data-center segment, in my view. For enterprise and cloud-service providers integrating AI accelerators and new chips, the ability to build and customize software for AMD products is a small portion of the overall cost of doing business. If AMD is only worried about 10 to 20 key applications for its MI300 family of AI GPUs, it can focus engineering efforts. But in the consumer space, where AI applications and workloads will number in the dozens or even hundreds, Intel has a massive software-development team that it can utilize that AMD does not. As a result, AI software may be more compatible with Intel AI chips sooner than AMD’s. Another part of the risk is that Intel’s latest chips, like its Core Ultra family, are really good — and in a market where OEMs and consumers aren’t starving for new processors (as is the case in the data center), then AMD will have to compete more directly on its value proposition. Those Intel Core Ultra chips tend to target higher-priced systems, so AMD will only have to be better than Intel’s last-generation products to win. I still expect to see unit- and revenue-share increases for AMD in the client space through 2024. The company has continued to grow its footprint relative to Intel in the laptop space over the past two years, and like the data-center business, AMD benefits from its record of continued execution. As AMD edges up from a 15% market share in 2022 to almost 20% as of late 2023 for client chips, it seems inevitable that it will be able to continue that growth to upwards of 30% in short order.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268783535599792,"gmtCreate":1706655510748,"gmtModify":1706655515437,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"It is still a great company&nbsp;[Heart]&nbsp;&nbsp;","listText":"It is still a great company&nbsp;[Heart]&nbsp;&nbsp;","text":"It is still a great company [Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268783535599792","repostId":"2407313093","repostType":4,"repost":{"id":"2407313093","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1706651758,"share":"https://www.laohu8.com/m/news/2407313093?lang=&edition=full","pubTime":"2024-01-31 05:55","market":"us","language":"en","title":"Chipmaker AMD Forecasts Quarterly Revenue below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2407313093","media":"Reuters","summary":"【Live: AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for it","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/m/live/1789033379427369/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789033379427369%22%2C%22type%22%3A1%7D\" title=\"AMD Q4 Earnings Conference Call\" target=\"_blank\">AMD Q4 Earnings Conference Call</a>】</p><p>Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.</p><p>Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6449752cc752d5990926e9213bdba9\" title=\"\" tg-width=\"846\" tg-height=\"850\"/></p><p>As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD&#39;s data center revenue.</p><p>While CEO Lisa Su said in December AMD&#39;s supply of AI chips for 2024 is &#34;well above&#34; $2 billion worth, the company&#39;s share of the AI chip industry is miniscule in comparison to leader Nvidia&#39;s nearly 80% market share.</p><p>The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.</p><p>Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.</p><p>AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts&#39; average estimate of $5.73 billion, according to LSEG data.</p><p>On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chipmaker AMD Forecasts Quarterly Revenue below Estimates</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; 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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\">\nChipmaker AMD Forecasts Quarterly Revenue below Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-01-31 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【<a href=\"https://ttm.financial/m/live/1789033379427369/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789033379427369%22%2C%22type%22%3A1%7D\" title=\"AMD Q4 Earnings Conference Call\" target=\"_blank\">AMD Q4 Earnings Conference Call</a>】</p><p>Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.</p><p>Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6449752cc752d5990926e9213bdba9\" title=\"\" tg-width=\"846\" tg-height=\"850\"/></p><p>As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD&#39;s data center revenue.</p><p>While CEO Lisa Su said in December AMD&#39;s supply of AI chips for 2024 is &#34;well above&#34; $2 billion worth, the company&#39;s share of the AI chip industry is miniscule in comparison to leader Nvidia&#39;s nearly 80% market share.</p><p>The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.</p><p>Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.</p><p>AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts&#39; average estimate of $5.73 billion, according to LSEG data.</p><p>On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407313093","content_text":"【AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD's data center revenue.While CEO Lisa Su said in December AMD's supply of AI chips for 2024 is \"well above\" $2 billion worth, the company's share of the AI chip industry is miniscule in comparison to leader Nvidia's nearly 80% market share.The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts' average estimate of $5.73 billion, according to LSEG data.On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247747671961600,"gmtCreate":1701523357508,"gmtModify":1701523361477,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;","listText":"[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247747671961600","repostId":"2388542962","repostType":4,"repost":{"id":"2388542962","pubTimestamp":1701475120,"share":"https://www.laohu8.com/m/news/2388542962?lang=&edition=full","pubTime":"2023-12-02 07:58","market":"us","language":"en","title":"Can Nvidia Hit $500 Before 2024?","url":"https://stock-news.laohu8.com/highlight/detail?id=2388542962","media":"seekingalpha","summary":"Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high valuati","content":"<html><head></head><body><ul style=\"\"><li><p>Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high valuation.</p></li><li><p>Nvidia stock&#39;s latest pullback is likely to adjust for lost revenues stemming from recent export rule changes concerning Nvidia&#39;s GPU sales to the Chinese market.</p></li><li><p>At current levels, Nvidia is likely still priced for perfect execution, with several industry-wide and company-specific risks on the horizon that could overshadow existing momentum in AI opportunities.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85bfc955c6d409806eb1188e8f7286c5\" tg-width=\"750\" tg-height=\"490\"/></p><p>Despite another blockbuster quarter and a blowout end-of-year guidance, <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) stock has yet to recapture its all-time high beyond $500 apiece reached on the eve of its F3Q24 earnings release. The investment community has largely attributed the paradox to the stock&#39;s rich valuation that is demanding perfect execution, which Nvidia has yet to deliver on. This is in line with the recent impact of Washington&#39;s updated rules on exports of advanced semiconductor technologies to China, which Nvidia expects to be an offsetting factor to surging demand for its products observed in other regions.</p><p>Yet the company&#39;s latest results and forward outlook continue to reinforce prospects for a strong demand environment bolstered by Nvidia&#39;s mission-critical role in supporting next-generation growth opportunities. Looking ahead, we view Nvidia&#39;s unmatched profit margins and growth opportunities relative to its semiconductor and tech peers in the $1+ trillion market cap range, enhanced by emerging AI demand, as key drivers for sustaining the stock&#39;s performance at current levels. However, the potential for further gains in the near term may rest on the extent and timing of which it can recapture opportunities in China and recuperate share gains in the region, as well as its ability to create incremental TAM-expanding opportunities in non-AI forays through continued innovation.</p><h2 id=\"id_927142661\">Multiple Demand Drivers to Sustain Growth</h2><p>After two consecutive quarters of breakneck growth, particularly in the data center segment amidst strong monetization of rising AI opportunities, there has been an emerging chorus of concerns over the trend&#39;s longer-term sustainability. In response, Nvidia CEO Jensen Huang has reaffirmed his confidence in the data center segment&#39;s ability to &#34;grow through 2025,&#34; citing several drivers to said prospects.</p><h3 id=\"id_314486406\"><em>Accelerated Computing</em></h3><p>Specifically, Huang has attributed Nvidia&#39;s long-term growth trajectory to not only existing demand ensuing from the burst of AI workloads but also the broader transition from general purpose to accelerated computing in general. Considering the $1 trillion spent on the installation of CPU-based data centers over the past four years, Nvidia is well positioned to realize even greater opportunities stemming from the impending upgrade cycle to accelerated computing, spearheaded by the emergence of generative AI as the &#34;primary workload of most of the world&#39;s data centers.&#34;</p><p>This is consistent with the gradual rise in prices of Nvidia&#39;s next-generation accelerators, which underscores the potential for a total addressable market, or TAM, that exceeds $1 trillion stemming from the transition to accelerated computing. Specifically, Nvidia&#39;s best-selling H100 GPU based on the Hopper architecture sells at an average price of about $30,000, despite surging towards $50,000 apiece earlier this year in secondary markets due to constrained supplies. And the impending H200 chip, which will be the first GPU to offer next-generation HBM3e - the latest high bandwidth memory processor capable of doubling inference speed relative to the H100 - is expected to cost as much as $40,000 apiece. This compares to the average $10,000 apiece for its predecessor, the A100 based on the Ampere architecture.</p><p>Both the DGX A100 and DGX H100 systems consist of eight A100 and eight H100 GPUs, respectively, despite the latter&#39;s capability of greater performance and inference speeds. Meanwhile, the latest DGX GH200 system strings together 256 GH200 Superchips capable of 500x more memory than the DGC H100 system, which, taken together, highlights the TAM-expanding opportunity stemming from the emerging era of accelerated computing.</p><p>The era of accelerated computing has also increased demand for next-generation data center GPUs from a wide range of verticals spanning cloud service providers (&#34;CSPs&#34;), enterprise customers, and sovereign cloud infrastructure, which highlights Nvidia&#39;s prospects for incremental market share gains in this foray. This is in line with primary CSPs spanning Amazon Web Services (AMZN), Google Cloud (GOOG, GOOGL), Microsoft Azure (MSFT), and Oracle Cloud&#39;s (ORCL) planned deployment of H200-based instances when the chip enters general availability next year, offering validation to the technology. Nvidia has also made initial shipments of the GH200 Grace Hopper Superchip to the Los Alamos National Lab, Swiss National Supercomputing Center, and the UK government to support the country&#39;s build of &#34;the world&#39;s fastest AI supercomputers called Isambard-AI,&#34; underscoring the chipmaker&#39;s extensive reach into emerging opportunities across the public sector as well.</p><h3 id=\"id_4140002213\"><em>Competitive TCO</em></h3><p>Nvidia&#39;s latest innovations have also enabled a competitive TCO (or total cost of ownership) advantage. This continues to effectively address customers&#39; demands for greater cost efficiencies in the process of improving performance needed to facilitate increasingly complex workloads.</p><p>For instance, Nvidia has been actively stepping up its complementary software capabilities in order to optimize TCO on its portfolio of hardware offerings for customers. This includes the recent introduction of TensorRT-LLM, which combined with the H100 GPU is capable of delivering up to 8x better performance relative to the A100 GPU alone on small language models, while also reducing TCO by as much as 5.3x and energy costs by as much as 5.6x.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b8085057033883912d3ab91c9a4a139\" tg-width=\"640\" tg-height=\"510\"/></p><p>developer.nvidia.com</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2d317ebb6ba98000a8ceadbfbc2b507\" tg-width=\"640\" tg-height=\"510\"/></p><p>developer.nvidia.com</p><p></p><p>The improvements are realized through a compilation of innovations spanning tensor parallelism, in-flight batching, and quantization:</p><ul style=\"\"><li><p><strong>Tensor parallelism</strong>: The feature enables inferencing - or the process of having a trained model make predictions on live data - at scale. Historically, developers have had to make manual adjustments to models in order to coordinate parallel execution across multiple GPUs and optimize LLM inference performance. However, tensor parallelism eliminates a large roadblock by allowing large advanced language models to &#34;run in parallel across multiple GPUs connected through NVLink and across multiple servers without developer intervention or model changes,&#34; thus significantly reducing time and cost to deployment.</p></li><li><p><strong>In-flight batching</strong>: Inflight-batching is an &#34;optimized scheduling technique&#34; that allows an LLM to continuously execute multiple tasks simultaneously. The feature effectively optimizes GPU usage and minimizes idle capacity, which inadvertently improves TCO.</p></li></ul><blockquote><p>With in-flight batching, rather than waiting for the whole batch to finish before moving on to the next set of requests, the TensorRT-LLM runtime immediately evicts finished sequences from the batch. It then begins executing new requests while other requests are still in flight.</p><p><em>Source:</em> NVIDIA Technical Blog.</p></blockquote><ul style=\"\"><li><p><strong>Quantization</strong>: This is the process of reducing the memory in which the billions of model weight values within LLMs occupy in the GPU. This effectively lowers memory consumption in model inferencing on the same hardware, while enabling faster performance and higher accuracy. TensorRT-LLM automatically enables the quantization process, converting model weights into lower precision formats without any moderation required to the model code.</p></li></ul><p>Taken together, TensorRT-LLM troubleshoots the major optimization requirements demanded from enterprise and CSP deployments and continues to provide validation to the value proposition of the NVIDIA CUDA and hardware ecosystem. Coupled with compatibility with major LLM frameworks, such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; (META) Llama 2 and OpenAI&#39;s GPT-2 and GPT-3, which the most common/popular generative AI capabilities on built on, the latest introduction of TensorRT-LLM is expected to further reinforce Nvidia&#39;s capture of growth opportunities ahead. By improving TCO, Nvidia also plays a critical role in expanding the reach of generative AI, which in turn reinforces a sustained demand for flywheel for its offerings.</p><h3 id=\"id_4018034197\"><em>Full Stack Advantage</em></h3><p>Nvidia has also bolstered its full-stack advantage in recent years through the build-out of its complementary software-hardware ecosystem. This has been a key source of reinforcement for its sustained trajectory of growth in our opinion, as the strategy increases demand stickiness while also enabling monetization through every stage of the emerging AI opportunity, spanning hardware/infrastructure build-out, foundation model development, and consumer-facing application deployment.</p><p>On the hardware front, in addition to the demand for accelerators as discussed in the earlier section, Nvidia has also become a key beneficiary of increased demand for networking solutions. Specifically, the company has expanded the annualized revenue run rate for its networking business beyond $10 billion, bolstered by accelerating demand for its proprietary InfiniBand and NVLink networking technologies. As discussed in previous coverage, Microsoft has spent &#34;several hundred million dollars&#34; on networking hardware just to link up the &#34;tens of thousands of [NVIDIA GPUs]&#34; needed to support the supercomputer it uses for AI training and inference. This includes NVLink and &#34;over 29,000 miles of InfiniBand cabling,&#34; highlighting the criticality of Nvidia&#39;s networking technology in enabling &#34;scale and performance needed for training LLMs.&#34;</p><p>Meanwhile, on the software front, Nvidia is progressing toward a $1 billion annualized revenue run rate on related offerings by the end of fiscal 2024. These offerings include DGX Cloud, which facilitates compute demands from customers for training and inferencing complex generative AI workloads in the cloud, as well as NVIDIA AI Enterprise, which comprises comprehensive tools designed for streamlining the development and deployment of custom AI solutions for customers.</p><p>Taken together, the combined ecosystem spanning hardware, software and support services is expected to deepen Nvidia&#39;s reach into impending growth opportunities stemming from the advent of AI and beyond. It also offers a diversified revenue portfolio in our opinion, which mitigates Nvidia&#39;s exposure to the imminent downcycle for hardware demand in the future.</p><h2 id=\"id_2156071729\">Fundamental and Valuation Considerations</h2><p>The combination of rising accelerated computing adoption, a competitive TCO advantage, and Nvidia&#39;s comprehensive business model is expected to reinforce the chipmaker&#39;s sustained long-term growth trajectory. While the data center segment has been the key beneficiary of the demand drivers discussed in the foregoing analysis, they are also expected to unlock adjacent opportunities to Nvidia&#39;s other business avenues.</p><p>This is in line with industry views that the PC and smartphone markets are poised to benefit from an impending AI shift, which potentially harbingers the next growth cycle for Nvidia&#39;s core gaming business. The emergence of industrial generative AI is also poised to unlock the synergies of NVIDIA AI and NVIDIA Omniverse, reinforcing the longer-term growth story for the professional visualization segment. Meanwhile, the automotive segment is also expected to benefit from the ramp of AI-enabled ADAS / self-driving solutions reliant on Nvidia solutions such as NVIDIA DRIVE.</p><p>Adjusting our previous forecast for Nvidia&#39;s actual F3Q24 performance and forward prospects based on the foregoing discussion, we expect the company to finish the year with revenue growth of 119% y/y to $59.1 billion. This would imply total revenue of $20.2 billion for the current quarter, in line with management&#39;s guidance.</p><p>Considering the data center segment&#39;s positioning as the key beneficiary of existing AI tailwinds, as well as Nvidia&#39;s sales mix in recent quarters, relevant revenues are expected to expand by 205% y/y to $45.8 billion for fiscal 2024. Data center revenue growth is expected to remain in the high double-digit percentage range through fiscal 2026 and normalize at lower levels thereafter. This is in line with the impending market opportunities as outlined by management and as discussed in the foregoing analysis, as well as expectations for software and services opportunities being key growth drivers in the data center segment as the next cycle of hardware inventory digestion settles in.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03d8082fddb03af3e9a1a430b07b28e7\" tg-width=\"640\" tg-height=\"95\"/></p><p>Author</p><p></p><p>The impending growth of higher-margin data center revenues is expected to bolster the sustainability of Nvidia&#39;s unmatched profit margins within the foreseeable future. We expect GAAP-based gross margins of 72% for fiscal 2024, with normalization towards the mid-70% range over the longer term as complementary high-margin software and services revenues continue to scale.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af0579208b7fbfde01be43e0f1e4332\" tg-width=\"640\" tg-height=\"155\"/></p><p>Author</p><p></p><p>Nvidia_-_Forecasted_Financial_Information.pdf</p><p>We are setting a base case price target of $448 for Nvidia stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7451868978a1d036432990a082d23a7\" tg-width=\"640\" tg-height=\"227\"/></p><p>Author</p><p></p><p>The base case price target is derived under the discounted cash flow (&#34;DCF&#34;) analysis, which takes into consideration cash flow projections in line with the fundamental analysis discussed in the earlier section. The analysis applies an 11% WACC, in line with Nvidia&#39;s capital structure and risk profile relative to the estimated normalized benchmark Treasury rate of 4.5% under the &#34;higher for longer&#34; monetary policy stance. The analysis assumes a 5.6% perpetual growth rate on projected fiscal 2028 ETBIDA, which is in line with Nvidia&#39;s key demand drivers discussed in the foregoing analysis. The perpetual growth rate applied is equivalent to 3% applied on projected fiscal 2023 EBITDA when Nvidia&#39;s growth profile is expected to normalize in line with the pace of estimated economic expansion across its core operating regions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c516a2bca077b6405b850663594fbb\" tg-width=\"640\" tg-height=\"366\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc463296ff52490459d72d948b03ca9\" tg-width=\"640\" tg-height=\"255\"/></p><p>Author</p><p></p><h2 id=\"id_1427009141\">China Risks</h2><p>The re-emergence of China headwinds following Washington&#39;s updated export rules on advanced semiconductor technologies is likely a culprit of the Nvidia stock&#39;s recent post-earnings pullback. While AI tailwinds have largely taken precedence over Nvidia&#39;s exposure to China risks this year, the recent updates made to U.S. export rules have brought the relevant challenges back into focus.</p><p>Specifically, the new rules prevent shipments of the Nvidia A800 GPUs (a less powerful variant of the A100 GPUs tailored for the Chinese market to comply with previous U.S. export regulations) to China and require regulatory approval on technologies that fall below, but come close, to the new rules&#39; controlled threshold. Management expects the updated policies, which took effect after October 17, to be a 20% to 25% headwind on data center sales in the current period, though surging demand from other regions is expected to more than compensate for the relevant loss of market share in China and other affected markets.</p><p>Based on a simple back-of-the-napkin calculation that adds 20% to our F4Q24 data center revenue estimate to reflect the scenario in which Nvidia continues to partake in China-related GPU demand while keeping all other growth and valuation assumptions unchanged, the ensuing fundamental prospects would yield a base case price target of $508.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a57fd461bc4dc85de86dc28acfe32025\" tg-width=\"640\" tg-height=\"177\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e7655404cc5fc251fd8b760694b9497\" tg-width=\"640\" tg-height=\"178\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018087386b6ff5412186e43045440790\" tg-width=\"640\" tg-height=\"407\"/></p><p>Author</p><p></p><p>This is in line with the stock&#39;s performance prior to Nvidia&#39;s latest earnings release, highlighting the markets expectations for perfect execution being priced in. As such, we expect Nvidia&#39;s eventual introduction of a regulation-compliant solution to be a key near-term driver of incremental upside potential in the stock. However, with &#34;as many as 50 companies in China that are now working on technology that would compete with Nvidia&#39;s offerings,&#34; uncertainties remain on the timing and extent to which the U.S. chipmaker could recapture lost market share in the Chinese market. This is also in line with management&#39;s expectations for immaterial contributions from the Chinese market to data center segment sales in the current period.</p><h2 id=\"id_119364005\">Final Thoughts</h2><p>While AI-driven growth opportunities have ushered Nvidia&#39;s admission to the $1+ trillion market cap club, the stock has largely stayed rangebound in recent months. The stock has also showcased challenges in staying sustainably above the $500-level. Our analysis expects a compelling risk-reward set-up at our base case price target of $448, which considers ongoing macro-related multiple compression risks, uncertainties to the pace of cyclical recovery in consumer-facing verticals such as gaming and automotive, as well as regulatory headwinds facing Nvidia&#39;s key Chinese market. However, market confidence in the impending introduction of a rule-compliant data center GPU solution for the Chinese market remains one of the key near-term drivers for propelling the Nvidia stock back towards the $500-level heading into calendar 2024.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Nvidia Hit $500 Before 2024?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Nvidia Hit $500 Before 2024?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-02 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4655396-can-nvidia-hit-500-before-2024><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4655396-can-nvidia-hit-500-before-2024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4239.USD":"Legg Mason ClearBridge - 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The investment community has largely attributed the paradox to the stock's rich valuation that is demanding perfect execution, which Nvidia has yet to deliver on. This is in line with the recent impact of Washington's updated rules on exports of advanced semiconductor technologies to China, which Nvidia expects to be an offsetting factor to surging demand for its products observed in other regions.Yet the company's latest results and forward outlook continue to reinforce prospects for a strong demand environment bolstered by Nvidia's mission-critical role in supporting next-generation growth opportunities. Looking ahead, we view Nvidia's unmatched profit margins and growth opportunities relative to its semiconductor and tech peers in the $1+ trillion market cap range, enhanced by emerging AI demand, as key drivers for sustaining the stock's performance at current levels. However, the potential for further gains in the near term may rest on the extent and timing of which it can recapture opportunities in China and recuperate share gains in the region, as well as its ability to create incremental TAM-expanding opportunities in non-AI forays through continued innovation.Multiple Demand Drivers to Sustain GrowthAfter two consecutive quarters of breakneck growth, particularly in the data center segment amidst strong monetization of rising AI opportunities, there has been an emerging chorus of concerns over the trend's longer-term sustainability. In response, Nvidia CEO Jensen Huang has reaffirmed his confidence in the data center segment's ability to \"grow through 2025,\" citing several drivers to said prospects.Accelerated ComputingSpecifically, Huang has attributed Nvidia's long-term growth trajectory to not only existing demand ensuing from the burst of AI workloads but also the broader transition from general purpose to accelerated computing in general. Considering the $1 trillion spent on the installation of CPU-based data centers over the past four years, Nvidia is well positioned to realize even greater opportunities stemming from the impending upgrade cycle to accelerated computing, spearheaded by the emergence of generative AI as the \"primary workload of most of the world's data centers.\"This is consistent with the gradual rise in prices of Nvidia's next-generation accelerators, which underscores the potential for a total addressable market, or TAM, that exceeds $1 trillion stemming from the transition to accelerated computing. Specifically, Nvidia's best-selling H100 GPU based on the Hopper architecture sells at an average price of about $30,000, despite surging towards $50,000 apiece earlier this year in secondary markets due to constrained supplies. And the impending H200 chip, which will be the first GPU to offer next-generation HBM3e - the latest high bandwidth memory processor capable of doubling inference speed relative to the H100 - is expected to cost as much as $40,000 apiece. This compares to the average $10,000 apiece for its predecessor, the A100 based on the Ampere architecture.Both the DGX A100 and DGX H100 systems consist of eight A100 and eight H100 GPUs, respectively, despite the latter's capability of greater performance and inference speeds. Meanwhile, the latest DGX GH200 system strings together 256 GH200 Superchips capable of 500x more memory than the DGC H100 system, which, taken together, highlights the TAM-expanding opportunity stemming from the emerging era of accelerated computing.The era of accelerated computing has also increased demand for next-generation data center GPUs from a wide range of verticals spanning cloud service providers (\"CSPs\"), enterprise customers, and sovereign cloud infrastructure, which highlights Nvidia's prospects for incremental market share gains in this foray. This is in line with primary CSPs spanning Amazon Web Services (AMZN), Google Cloud (GOOG, GOOGL), Microsoft Azure (MSFT), and Oracle Cloud's (ORCL) planned deployment of H200-based instances when the chip enters general availability next year, offering validation to the technology. Nvidia has also made initial shipments of the GH200 Grace Hopper Superchip to the Los Alamos National Lab, Swiss National Supercomputing Center, and the UK government to support the country's build of \"the world's fastest AI supercomputers called Isambard-AI,\" underscoring the chipmaker's extensive reach into emerging opportunities across the public sector as well.Competitive TCONvidia's latest innovations have also enabled a competitive TCO (or total cost of ownership) advantage. This continues to effectively address customers' demands for greater cost efficiencies in the process of improving performance needed to facilitate increasingly complex workloads.For instance, Nvidia has been actively stepping up its complementary software capabilities in order to optimize TCO on its portfolio of hardware offerings for customers. This includes the recent introduction of TensorRT-LLM, which combined with the H100 GPU is capable of delivering up to 8x better performance relative to the A100 GPU alone on small language models, while also reducing TCO by as much as 5.3x and energy costs by as much as 5.6x.developer.nvidia.comdeveloper.nvidia.comThe improvements are realized through a compilation of innovations spanning tensor parallelism, in-flight batching, and quantization:Tensor parallelism: The feature enables inferencing - or the process of having a trained model make predictions on live data - at scale. Historically, developers have had to make manual adjustments to models in order to coordinate parallel execution across multiple GPUs and optimize LLM inference performance. However, tensor parallelism eliminates a large roadblock by allowing large advanced language models to \"run in parallel across multiple GPUs connected through NVLink and across multiple servers without developer intervention or model changes,\" thus significantly reducing time and cost to deployment.In-flight batching: Inflight-batching is an \"optimized scheduling technique\" that allows an LLM to continuously execute multiple tasks simultaneously. The feature effectively optimizes GPU usage and minimizes idle capacity, which inadvertently improves TCO.With in-flight batching, rather than waiting for the whole batch to finish before moving on to the next set of requests, the TensorRT-LLM runtime immediately evicts finished sequences from the batch. It then begins executing new requests while other requests are still in flight.Source: NVIDIA Technical Blog.Quantization: This is the process of reducing the memory in which the billions of model weight values within LLMs occupy in the GPU. This effectively lowers memory consumption in model inferencing on the same hardware, while enabling faster performance and higher accuracy. TensorRT-LLM automatically enables the quantization process, converting model weights into lower precision formats without any moderation required to the model code.Taken together, TensorRT-LLM troubleshoots the major optimization requirements demanded from enterprise and CSP deployments and continues to provide validation to the value proposition of the NVIDIA CUDA and hardware ecosystem. Coupled with compatibility with major LLM frameworks, such as Meta Platforms' (META) Llama 2 and OpenAI's GPT-2 and GPT-3, which the most common/popular generative AI capabilities on built on, the latest introduction of TensorRT-LLM is expected to further reinforce Nvidia's capture of growth opportunities ahead. By improving TCO, Nvidia also plays a critical role in expanding the reach of generative AI, which in turn reinforces a sustained demand for flywheel for its offerings.Full Stack AdvantageNvidia has also bolstered its full-stack advantage in recent years through the build-out of its complementary software-hardware ecosystem. This has been a key source of reinforcement for its sustained trajectory of growth in our opinion, as the strategy increases demand stickiness while also enabling monetization through every stage of the emerging AI opportunity, spanning hardware/infrastructure build-out, foundation model development, and consumer-facing application deployment.On the hardware front, in addition to the demand for accelerators as discussed in the earlier section, Nvidia has also become a key beneficiary of increased demand for networking solutions. Specifically, the company has expanded the annualized revenue run rate for its networking business beyond $10 billion, bolstered by accelerating demand for its proprietary InfiniBand and NVLink networking technologies. As discussed in previous coverage, Microsoft has spent \"several hundred million dollars\" on networking hardware just to link up the \"tens of thousands of [NVIDIA GPUs]\" needed to support the supercomputer it uses for AI training and inference. This includes NVLink and \"over 29,000 miles of InfiniBand cabling,\" highlighting the criticality of Nvidia's networking technology in enabling \"scale and performance needed for training LLMs.\"Meanwhile, on the software front, Nvidia is progressing toward a $1 billion annualized revenue run rate on related offerings by the end of fiscal 2024. These offerings include DGX Cloud, which facilitates compute demands from customers for training and inferencing complex generative AI workloads in the cloud, as well as NVIDIA AI Enterprise, which comprises comprehensive tools designed for streamlining the development and deployment of custom AI solutions for customers.Taken together, the combined ecosystem spanning hardware, software and support services is expected to deepen Nvidia's reach into impending growth opportunities stemming from the advent of AI and beyond. It also offers a diversified revenue portfolio in our opinion, which mitigates Nvidia's exposure to the imminent downcycle for hardware demand in the future.Fundamental and Valuation ConsiderationsThe combination of rising accelerated computing adoption, a competitive TCO advantage, and Nvidia's comprehensive business model is expected to reinforce the chipmaker's sustained long-term growth trajectory. While the data center segment has been the key beneficiary of the demand drivers discussed in the foregoing analysis, they are also expected to unlock adjacent opportunities to Nvidia's other business avenues.This is in line with industry views that the PC and smartphone markets are poised to benefit from an impending AI shift, which potentially harbingers the next growth cycle for Nvidia's core gaming business. The emergence of industrial generative AI is also poised to unlock the synergies of NVIDIA AI and NVIDIA Omniverse, reinforcing the longer-term growth story for the professional visualization segment. Meanwhile, the automotive segment is also expected to benefit from the ramp of AI-enabled ADAS / self-driving solutions reliant on Nvidia solutions such as NVIDIA DRIVE.Adjusting our previous forecast for Nvidia's actual F3Q24 performance and forward prospects based on the foregoing discussion, we expect the company to finish the year with revenue growth of 119% y/y to $59.1 billion. This would imply total revenue of $20.2 billion for the current quarter, in line with management's guidance.Considering the data center segment's positioning as the key beneficiary of existing AI tailwinds, as well as Nvidia's sales mix in recent quarters, relevant revenues are expected to expand by 205% y/y to $45.8 billion for fiscal 2024. Data center revenue growth is expected to remain in the high double-digit percentage range through fiscal 2026 and normalize at lower levels thereafter. This is in line with the impending market opportunities as outlined by management and as discussed in the foregoing analysis, as well as expectations for software and services opportunities being key growth drivers in the data center segment as the next cycle of hardware inventory digestion settles in.AuthorThe impending growth of higher-margin data center revenues is expected to bolster the sustainability of Nvidia's unmatched profit margins within the foreseeable future. We expect GAAP-based gross margins of 72% for fiscal 2024, with normalization towards the mid-70% range over the longer term as complementary high-margin software and services revenues continue to scale.AuthorNvidia_-_Forecasted_Financial_Information.pdfWe are setting a base case price target of $448 for Nvidia stock.AuthorThe base case price target is derived under the discounted cash flow (\"DCF\") analysis, which takes into consideration cash flow projections in line with the fundamental analysis discussed in the earlier section. The analysis applies an 11% WACC, in line with Nvidia's capital structure and risk profile relative to the estimated normalized benchmark Treasury rate of 4.5% under the \"higher for longer\" monetary policy stance. The analysis assumes a 5.6% perpetual growth rate on projected fiscal 2028 ETBIDA, which is in line with Nvidia's key demand drivers discussed in the foregoing analysis. The perpetual growth rate applied is equivalent to 3% applied on projected fiscal 2023 EBITDA when Nvidia's growth profile is expected to normalize in line with the pace of estimated economic expansion across its core operating regions.AuthorAuthorChina RisksThe re-emergence of China headwinds following Washington's updated export rules on advanced semiconductor technologies is likely a culprit of the Nvidia stock's recent post-earnings pullback. While AI tailwinds have largely taken precedence over Nvidia's exposure to China risks this year, the recent updates made to U.S. export rules have brought the relevant challenges back into focus.Specifically, the new rules prevent shipments of the Nvidia A800 GPUs (a less powerful variant of the A100 GPUs tailored for the Chinese market to comply with previous U.S. export regulations) to China and require regulatory approval on technologies that fall below, but come close, to the new rules' controlled threshold. Management expects the updated policies, which took effect after October 17, to be a 20% to 25% headwind on data center sales in the current period, though surging demand from other regions is expected to more than compensate for the relevant loss of market share in China and other affected markets.Based on a simple back-of-the-napkin calculation that adds 20% to our F4Q24 data center revenue estimate to reflect the scenario in which Nvidia continues to partake in China-related GPU demand while keeping all other growth and valuation assumptions unchanged, the ensuing fundamental prospects would yield a base case price target of $508.AuthorAuthorAuthorThis is in line with the stock's performance prior to Nvidia's latest earnings release, highlighting the markets expectations for perfect execution being priced in. As such, we expect Nvidia's eventual introduction of a regulation-compliant solution to be a key near-term driver of incremental upside potential in the stock. However, with \"as many as 50 companies in China that are now working on technology that would compete with Nvidia's offerings,\" uncertainties remain on the timing and extent to which the U.S. chipmaker could recapture lost market share in the Chinese market. This is also in line with management's expectations for immaterial contributions from the Chinese market to data center segment sales in the current period.Final ThoughtsWhile AI-driven growth opportunities have ushered Nvidia's admission to the $1+ trillion market cap club, the stock has largely stayed rangebound in recent months. The stock has also showcased challenges in staying sustainably above the $500-level. Our analysis expects a compelling risk-reward set-up at our base case price target of $448, which considers ongoing macro-related multiple compression risks, uncertainties to the pace of cyclical recovery in consumer-facing verticals such as gaming and automotive, as well as regulatory headwinds facing Nvidia's key Chinese market. However, market confidence in the impending introduction of a rule-compliant data center GPU solution for the Chinese market remains one of the key near-term drivers for propelling the Nvidia stock back towards the $500-level heading into calendar 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247017728540808,"gmtCreate":1701328477664,"gmtModify":1701328480864,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247017728540808","repostId":"2387589438","repostType":4,"repost":{"id":"2387589438","pubTimestamp":1701320881,"share":"https://www.laohu8.com/m/news/2387589438?lang=&edition=full","pubTime":"2023-11-30 13:08","market":"us","language":"en","title":"Love Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2387589438","media":"Motley Fool","summary":"Things are changing at the king of e-commerce.","content":"<html><head></head><body><p>It&#39;s the most wonderful time of the year for retailers. The holiday season kicks off with Thanksgiving and Black Friday, and customers spend the most in the fiscal fourth quarter. It can also tell a lot about where a company is. The fourth quarter should be large and juicy for healthy retailers, and if it isn&#39;t, that could indicate problems.</p><p>This year could look different from usual since most retailers are still feeling the impact of stubborn inflation. While it hasn&#39;t continued to skyrocket, it&#39;s still keeping prices up and pressuring spending. Holiday sales may not be the boon they typically are for retailers.</p><p>The fourth quarter is always <strong>Amazon</strong>&#39;s largest by far. Fourth-quarter sales dwarf the other three as customers choose its tried-and-true products and fulfillment to get gifts and deals easily. However, there&#39;s been a negative pattern over the past few years during the holiday shopping season, and all eyes should be watching for it this year.</p><h2 id=\"id_4276009852\">Didn&#39;t Amazon just demonstrate a rebound?</h2><p>Like many other retailers, Amazon&#39;s business has been impacted by trends surrounding the pandemic. Soaring growth slowed to a trickle, and only in the 2023 third quarter did Amazon demonstrate what looks like a real rebound. Sales increased 13% over last year, an acceleration, operating income increased more than four-fold to $11.2 billion, and net income more than tripled from $2.9 billion last year to $9.9 billion this year.</p><p>CEO Andy Jassy, who&#39;s been on the job for only a bit more than a year, has pivoted to tightening the company&#39;s belt after it built out too much to meet demand that rose and then faded. It&#39;s been dealing with its own rising costs due to inflation while attempting to straddle profitability by offering customers the free and fast shipping that brings in the dollars.</p><p>And this is across its vast set of businesses that start with e-commerce but include Amazon Web Service&#39;s (AWS) cloud computing, streaming, connected devices, healthcare, and more.</p><p>There&#39;s a lot going on right now. AWS recently launched a broad array of generative artificial intelligence (AI) services that has caused a stir, and Amazon is speeding up its delivery times to more areas through a combination of a restructured fulfillment network and AI capabilities throughout its delivery processes.</p><p>It&#39;s also leveraging its massive data stores to operate a growing advertising business that&#39;s padding the bottom line. Ad sales accelerated to a 26% increase over last year.</p><h2 id=\"id_1899692310\">What to watch this holiday season</h2><p>Seeing between the lines, though, Amazon&#39;s online store sales have decreased successively over the past three years in the fourth quarter despite total sales increasing year over year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3642960e841f0471e660d98e3860dbb7\" tg-width=\"700\" tg-height=\"700\"/></p><p>Chart by author.</p><p>Overall, e-commerce increased year over year, but it was entirely due to third-party sellers. Third-party sellers account for more than 60% of sales, and Amazon is increasingly dependent on them to dominate e-commerce. It&#39;s also more dependent on its other businesses to generate growth even though e-commerce still provides the bulk of its revenue.</p><p>Being a platform for other sellers has its benefits. Since there&#39;s no cost of goods sold involved, it&#39;s a higher-margin business than the simple retail model. But the flip side is that it doesn&#39;t have as much control over these other sellers. It&#39;s trying to get more of them to choose Amazon logistics for fulfillment, where it can get products to customers more quickly. Those efforts are actually part of a Federal Trade Commission probe right now.</p><p>The company is also offering Buy With Prime as an option on third-party sellers&#39; websites to bring them into the Amazon ecosystem. Third-party sellers often use several platforms besides Amazon for the same products. These sellers are often just as dependent on Amazon as it is on them since it exposes them to Amazon&#39;s millions of Prime accounts and other customers. They typically comply with Amazon&#39;s directives, and it works for everyone.</p><h2 id=\"id_1437302196\">Pay attention to Amazon&#39;s e-commerce sales</h2><p>This holiday season, pay attention to Amazon&#39;s online store sales to get a sense of the underlying health of Amazon&#39;s e-commerce business. If it continues to slide, there may be cause for concern.</p><p>It wouldn&#39;t mean that Amazon&#39;s done -- it&#39;s still the leading e-commerce retailer by far. But it would confirm that Amazon is in a new phase and that its growth levers are outside of e-commerce right now. Investors should consider that information when deciding whether to buy Amazon stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Love Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season</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\">\nLove Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/29/love-amazon-stock-this-is-the-most-important-thing/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's the most wonderful time of the year for retailers. The holiday season kicks off with Thanksgiving and Black Friday, and customers spend the most in the fiscal fourth quarter. It can also tell a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/29/love-amazon-stock-this-is-the-most-important-thing/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4566":"资本集团","AMZN":"亚马逊","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4220":"综合零售","BK4535":"淡马锡持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4559":"巴菲特持仓","BK4538":"云计算","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4122":"互联网与直销零售","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4561":"索罗斯持仓","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4548":"巴美列捷福持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD"},"source_url":"https://www.fool.com/investing/2023/11/29/love-amazon-stock-this-is-the-most-important-thing/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387589438","content_text":"It's the most wonderful time of the year for retailers. The holiday season kicks off with Thanksgiving and Black Friday, and customers spend the most in the fiscal fourth quarter. It can also tell a lot about where a company is. The fourth quarter should be large and juicy for healthy retailers, and if it isn't, that could indicate problems.This year could look different from usual since most retailers are still feeling the impact of stubborn inflation. While it hasn't continued to skyrocket, it's still keeping prices up and pressuring spending. Holiday sales may not be the boon they typically are for retailers.The fourth quarter is always Amazon's largest by far. Fourth-quarter sales dwarf the other three as customers choose its tried-and-true products and fulfillment to get gifts and deals easily. However, there's been a negative pattern over the past few years during the holiday shopping season, and all eyes should be watching for it this year.Didn't Amazon just demonstrate a rebound?Like many other retailers, Amazon's business has been impacted by trends surrounding the pandemic. Soaring growth slowed to a trickle, and only in the 2023 third quarter did Amazon demonstrate what looks like a real rebound. Sales increased 13% over last year, an acceleration, operating income increased more than four-fold to $11.2 billion, and net income more than tripled from $2.9 billion last year to $9.9 billion this year.CEO Andy Jassy, who's been on the job for only a bit more than a year, has pivoted to tightening the company's belt after it built out too much to meet demand that rose and then faded. It's been dealing with its own rising costs due to inflation while attempting to straddle profitability by offering customers the free and fast shipping that brings in the dollars.And this is across its vast set of businesses that start with e-commerce but include Amazon Web Service's (AWS) cloud computing, streaming, connected devices, healthcare, and more.There's a lot going on right now. AWS recently launched a broad array of generative artificial intelligence (AI) services that has caused a stir, and Amazon is speeding up its delivery times to more areas through a combination of a restructured fulfillment network and AI capabilities throughout its delivery processes.It's also leveraging its massive data stores to operate a growing advertising business that's padding the bottom line. Ad sales accelerated to a 26% increase over last year.What to watch this holiday seasonSeeing between the lines, though, Amazon's online store sales have decreased successively over the past three years in the fourth quarter despite total sales increasing year over year.Chart by author.Overall, e-commerce increased year over year, but it was entirely due to third-party sellers. Third-party sellers account for more than 60% of sales, and Amazon is increasingly dependent on them to dominate e-commerce. It's also more dependent on its other businesses to generate growth even though e-commerce still provides the bulk of its revenue.Being a platform for other sellers has its benefits. Since there's no cost of goods sold involved, it's a higher-margin business than the simple retail model. But the flip side is that it doesn't have as much control over these other sellers. It's trying to get more of them to choose Amazon logistics for fulfillment, where it can get products to customers more quickly. Those efforts are actually part of a Federal Trade Commission probe right now.The company is also offering Buy With Prime as an option on third-party sellers' websites to bring them into the Amazon ecosystem. Third-party sellers often use several platforms besides Amazon for the same products. These sellers are often just as dependent on Amazon as it is on them since it exposes them to Amazon's millions of Prime accounts and other customers. They typically comply with Amazon's directives, and it works for everyone.Pay attention to Amazon's e-commerce salesThis holiday season, pay attention to Amazon's online store sales to get a sense of the underlying health of Amazon's e-commerce business. If it continues to slide, there may be cause for concern.It wouldn't mean that Amazon's done -- it's still the leading e-commerce retailer by far. But it would confirm that Amazon is in a new phase and that its growth levers are outside of e-commerce right now. Investors should consider that information when deciding whether to buy Amazon stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247017863946240,"gmtCreate":1701328385066,"gmtModify":1701328389150,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247017863946240","repostId":"2387450938","repostType":4,"repost":{"id":"2387450938","pubTimestamp":1701326918,"share":"https://www.laohu8.com/m/news/2387450938?lang=&edition=full","pubTime":"2023-11-30 14:48","market":"us","language":"en","title":"CrowdStrike Stock Soars After Earnings: Is It Still a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2387450938","media":"Motley Fool","summary":"CrowdStrike popped after great Q3 results, but is the cybersecurity leader still capable of delivering wins for investors?","content":"<html><head></head><body><h2 id=\"id_4044983648\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>CrowdStrike&#39;s Q3 sales and earnings results came in far better than the market had expected.</p></li><li><p>Forward guidance suggests that strong performance will continue in the near term.</p></li></ul><p>On the heels of a stronger-than-expected third-quarter earnings report, <strong>CrowdStrike</strong> made big gains in Wednesday&#39;s trading. The company&#39;s share price closed out the daily trading session up 10.4%, according to data from S&amp;P Global Market Intelligence.</p><p>CrowdStrike reported strong Q3 results after the market closed on Tuesday, paving the way for the stock to see big gains in Wednesday&#39;s session. The cybersecurity specialist recorded non-GAAP (adjusted) earnings per share of $0.82 on revenue of $786 million -- a performance that came in far better than the average analyst estimate&#39;s target for per-share earnings of $0.74 on revenue of $777.4 million.</p><h2 id=\"id_1568786865\">CrowdStrike shines with Q3 wins and guidance</h2><p>Despite some macroeconomic headwinds, CrowdStrike posted a very encouraging third-quarter performance. The strong results point to resilient demand in the cybersecurity space, even though many enterprises and large organizations are weighing the possibility of economic headwinds in the near term.</p><p>CrowdStrike managed to grow sales by 34% year over year in Q3, and adjusted earnings per share soared 85% over last year&#39;s performance. Strong performance looks poised to continue in the near term.</p><p>For the current quarter, CrowdStrike expects sales to come in between $836.6 million and $840 million. If the company were to hit the midpoint of that guidance range, it would see sales grow roughly 31.5% year over year in the fourth quarter of its current fiscal year.</p><p>On the earnings front, CrowdStrike expects to post earnings between $0.81 per share and $0.82 per share -- suggesting growth of approximately 74% at the midpoint of the guidance range.</p><h2 id=\"id_474025104\">CrowdStrike&#39;s long-term outlook is promising</h2><p>With its Q3 results and Q4 guidance, CrowdStrike delivered another meaningful demonstration of resilience. The company continues to be a clear-cut category leader in endpoint cybersecurity services and other cybersecurity solutions, and there&#39;s a good chance the company&#39;s long-term growth story is still in the early innings.</p><p>For long-term investors looking for exposure to the cybersecurity space, CrowdStrike stock remains a worthwhile buy. Even with the stock enjoying a significant post-earnings pop today, there&#39;s still plenty of room for investors who take a buy-and-hold approach to see strong returns. The company&#39;s Q3 results and forward guidance support recent gains for the stock, and the long-term demand outlook for high-performance cybersecurity solutions remains very promising.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike Stock Soars After Earnings: Is It Still a Buy?</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\">\nCrowdStrike Stock Soars After Earnings: Is It Still a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/29/crowdstrike-stock-soared-today-is-it-still-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSCrowdStrike's Q3 sales and earnings results came in far better than the market had expected.Forward guidance suggests that strong performance will continue in the near term.On the heels of a...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/29/crowdstrike-stock-soared-today-is-it-still-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2023/11/29/crowdstrike-stock-soared-today-is-it-still-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387450938","content_text":"KEY POINTSCrowdStrike's Q3 sales and earnings results came in far better than the market had expected.Forward guidance suggests that strong performance will continue in the near term.On the heels of a stronger-than-expected third-quarter earnings report, CrowdStrike made big gains in Wednesday's trading. The company's share price closed out the daily trading session up 10.4%, according to data from S&P Global Market Intelligence.CrowdStrike reported strong Q3 results after the market closed on Tuesday, paving the way for the stock to see big gains in Wednesday's session. The cybersecurity specialist recorded non-GAAP (adjusted) earnings per share of $0.82 on revenue of $786 million -- a performance that came in far better than the average analyst estimate's target for per-share earnings of $0.74 on revenue of $777.4 million.CrowdStrike shines with Q3 wins and guidanceDespite some macroeconomic headwinds, CrowdStrike posted a very encouraging third-quarter performance. The strong results point to resilient demand in the cybersecurity space, even though many enterprises and large organizations are weighing the possibility of economic headwinds in the near term.CrowdStrike managed to grow sales by 34% year over year in Q3, and adjusted earnings per share soared 85% over last year's performance. Strong performance looks poised to continue in the near term.For the current quarter, CrowdStrike expects sales to come in between $836.6 million and $840 million. If the company were to hit the midpoint of that guidance range, it would see sales grow roughly 31.5% year over year in the fourth quarter of its current fiscal year.On the earnings front, CrowdStrike expects to post earnings between $0.81 per share and $0.82 per share -- suggesting growth of approximately 74% at the midpoint of the guidance range.CrowdStrike's long-term outlook is promisingWith its Q3 results and Q4 guidance, CrowdStrike delivered another meaningful demonstration of resilience. The company continues to be a clear-cut category leader in endpoint cybersecurity services and other cybersecurity solutions, and there's a good chance the company's long-term growth story is still in the early innings.For long-term investors looking for exposure to the cybersecurity space, CrowdStrike stock remains a worthwhile buy. Even with the stock enjoying a significant post-earnings pop today, there's still plenty of room for investors who take a buy-and-hold approach to see strong returns. The company's Q3 results and forward guidance support recent gains for the stock, and the long-term demand outlook for high-performance cybersecurity solutions remains very promising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239391034560688,"gmtCreate":1699481946460,"gmtModify":1699481950644,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Heart]&nbsp;&nbsp;","listText":"[Heart]&nbsp;&nbsp;","text":"[Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239391034560688","repostId":"2382362292","repostType":2,"repost":{"id":"2382362292","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1699481173,"share":"https://www.laohu8.com/m/news/2382362292?lang=&edition=full","pubTime":"2023-11-09 06:06","market":"us","language":"en","title":"Walt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2382362292","media":"Benzinga","summary":"Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same","content":"<html><body><p>Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same period last year.  The company reported quarterly sales of $21.24 billion which missed the analyst consensus estimate of $21.33 billion by 0.40 percent.  This is a 5.41 percent increase over sales of $20.15 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate</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\">\nWalt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-11-09 06:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same period last year.  The company reported quarterly sales of $21.24 billion which missed the analyst consensus estimate of $21.33 billion by 0.40 percent.  This is a 5.41 percent increase over sales of $20.15 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/earnings/23/11/35684488/walt-disney-q4-adj-0-82-beats-0-70-estimate-sales-21-24b-miss-21-33b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382362292","content_text":"Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same period last year.  The company reported quarterly sales of $21.24 billion which missed the analyst consensus estimate of $21.33 billion by 0.40 percent.  This is a 5.41 percent increase over sales of $20.15 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237121028964440,"gmtCreate":1698926428105,"gmtModify":1698926432509,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Love]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Love]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw] [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237121028964440","repostId":"2380655386","repostType":2,"repost":{"id":"2380655386","pubTimestamp":1698924915,"share":"https://www.laohu8.com/m/news/2380655386?lang=&edition=full","pubTime":"2023-11-02 19:35","market":"us","language":"en","title":"NVDA Stock: While Others Worry, Back Up the Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2380655386","media":"InvestorPlace","summary":"NVDA stock may seem like it's on the verge of a further correction, but a path to even higher price levels remains.","content":"<html><head></head><body><ul style=\"\"><li><p>Most of the latest news with <strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) stock has been of the negative variety.</p></li><li><p>Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term.</p></li><li><p>However, not only is it questionable that NVDA stock will experience a continued correction; a path to even higher prices remains.</p></li></ul><p>For much of 2023, <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) stock news was positive, but more recently, much of it has been of the negative variety. The market’s enthusiasm for AI stocks continues to cool. High interest rates are making investors hesitant about tech stocks, which, based on traditional valuation metrics, appear pricey in a world of 5% interest rates.</p><p>To top things off, Nvidia appears vulnerable, as tense relations between the U.S. and China affect its business. As these factors drive fear, uncertainty, and doubt about the stock, it’s not surprising many believe a continued correction is in store for shares. However, it’s not set in stone, as I’ll explain below.</p><h2 id=\"id_4023036213\">NVDA Stock: No Need to Panic</h2><p>Concerns about Nvidia may be rising amongst the investing public, but much suggests that the market is overreacting to this news. Yes, there are concerns about growth deceleration in the coming fiscal year (ending January 2025), after the jaw-dropping levels of growth during this fiscal year.</p><p>As the valuation of NVDA stock (forward earnings multiple in the high-30s) is based on the expectation of high future growth, I can understand why this is a concern. Yet while growth is likely to slow down, it’s not screeching to a halt. Sell side forecasts call for Nvidia’s revenue to grow by 46.8% during FY2025. Not too shabby.</p><p>Earnings are expected next fiscal year to rise by an even greater amount (52.8%). This high level of projected earnings growth calls into question the argument shares have become too pricey. Sure, projections are always subject to change. One recent negative development (the U.S. curb on AI chip sales to China) may have a $5 billion impact on sales.</p><p>Still, overall AI chip sales are running in the tens of billions (and still climbing). Demand from other end users will likely help to mitigate the impact of this geopolitical headwind.</p><h2 id=\"id_1236598269\">A Path to $1000 Per Share?</h2><p>With AI chip demand still increasing, and as demand trends among the company’s non-AI end user markets improve, Nvidia appears well-positioned to meet/beat expectations with its subsequent earnings releases.</p><p>Even if interest rates stay high in the coming twelve months, continuing to place pressure on the market, a high level of earnings growth could help NVDA stock bounce back. Re-hitting past price levels (north of $500 per share) is well within reach.</p><p>However, it’s not as if the only “play” with NVDA is to buy now at around $410 per share, and flip it once it re-hits $500 per share. Over the next few years, this stock may just well soar to prices nearing, or even topping, $1000 per share. As I recently argued, Nvidia is the dominant name in AI chips, and that’s not going away.</p><p>Even as competitors play catch up, Nvidia’s market share (estimated to be in the 70%–80% range) may not decrease by much. With the AI chip market set to keep climbing at a rapid clip, don’t discount NVDA’s chances of hitting the level of earnings needed to send this stock up to $1000 per share (around 144% above today’s price levels).</p><h2 id=\"id_2799446528\">There’s Still Good Reason to Stay Bullish</h2><p>In the immediate term, these worries could keep affecting the performance of NVDA. Shares may even slide down below the $400 per share price levels. However, if worries keep weighing on Nvidia in the coming weeks, don’t fear.</p><p>Take advantage instead. Entering/adding to a position could soon start to pay off as soon as Nov. 21. That’s when the company next reports quarterly earnings. The latest results/updates to guidance could assuage concerns, sparking a post-earnings rally.</p><p>Even if there isn’t a post-earnings rally, barring the unforeseen unveiling of news/results that materially changes the story, still hang onto a position.</p><p>It may take several quarters for the market at-large to assume a bullish stance again on NVDA stock, but in time, those focused on the future, not dwelling on temporary concerns, could be rewarded in a big way.</p><p>NVDA stock earns an A rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","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>NVDA Stock: While Others Worry, Back Up the Truck</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\">\nNVDA Stock: While Others Worry, Back Up the Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-02 19:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most of the latest news with Nvidia (NVDA) stock has been of the negative variety.Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term....</p>\n\n<a href=\"https://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/\">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://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380655386","content_text":"Most of the latest news with Nvidia (NVDA) stock has been of the negative variety.Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term.However, not only is it questionable that NVDA stock will experience a continued correction; a path to even higher prices remains.For much of 2023, Nvidia (NASDAQ: NVDA) stock news was positive, but more recently, much of it has been of the negative variety. The market’s enthusiasm for AI stocks continues to cool. High interest rates are making investors hesitant about tech stocks, which, based on traditional valuation metrics, appear pricey in a world of 5% interest rates.To top things off, Nvidia appears vulnerable, as tense relations between the U.S. and China affect its business. As these factors drive fear, uncertainty, and doubt about the stock, it’s not surprising many believe a continued correction is in store for shares. However, it’s not set in stone, as I’ll explain below.NVDA Stock: No Need to PanicConcerns about Nvidia may be rising amongst the investing public, but much suggests that the market is overreacting to this news. Yes, there are concerns about growth deceleration in the coming fiscal year (ending January 2025), after the jaw-dropping levels of growth during this fiscal year.As the valuation of NVDA stock (forward earnings multiple in the high-30s) is based on the expectation of high future growth, I can understand why this is a concern. Yet while growth is likely to slow down, it’s not screeching to a halt. Sell side forecasts call for Nvidia’s revenue to grow by 46.8% during FY2025. Not too shabby.Earnings are expected next fiscal year to rise by an even greater amount (52.8%). This high level of projected earnings growth calls into question the argument shares have become too pricey. Sure, projections are always subject to change. One recent negative development (the U.S. curb on AI chip sales to China) may have a $5 billion impact on sales.Still, overall AI chip sales are running in the tens of billions (and still climbing). Demand from other end users will likely help to mitigate the impact of this geopolitical headwind.A Path to $1000 Per Share?With AI chip demand still increasing, and as demand trends among the company’s non-AI end user markets improve, Nvidia appears well-positioned to meet/beat expectations with its subsequent earnings releases.Even if interest rates stay high in the coming twelve months, continuing to place pressure on the market, a high level of earnings growth could help NVDA stock bounce back. Re-hitting past price levels (north of $500 per share) is well within reach.However, it’s not as if the only “play” with NVDA is to buy now at around $410 per share, and flip it once it re-hits $500 per share. Over the next few years, this stock may just well soar to prices nearing, or even topping, $1000 per share. As I recently argued, Nvidia is the dominant name in AI chips, and that’s not going away.Even as competitors play catch up, Nvidia’s market share (estimated to be in the 70%–80% range) may not decrease by much. With the AI chip market set to keep climbing at a rapid clip, don’t discount NVDA’s chances of hitting the level of earnings needed to send this stock up to $1000 per share (around 144% above today’s price levels).There’s Still Good Reason to Stay BullishIn the immediate term, these worries could keep affecting the performance of NVDA. Shares may even slide down below the $400 per share price levels. However, if worries keep weighing on Nvidia in the coming weeks, don’t fear.Take advantage instead. Entering/adding to a position could soon start to pay off as soon as Nov. 21. That’s when the company next reports quarterly earnings. The latest results/updates to guidance could assuage concerns, sparking a post-earnings rally.Even if there isn’t a post-earnings rally, barring the unforeseen unveiling of news/results that materially changes the story, still hang onto a position.It may take several quarters for the market at-large to assume a bullish stance again on NVDA stock, but in time, those focused on the future, not dwelling on temporary concerns, could be rewarded in a big way.NVDA stock earns an A rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232167148302336,"gmtCreate":1697698759566,"gmtModify":1697698763923,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Looking forward ...&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"Looking forward ...&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"Looking forward ... [Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232167148302336","repostId":"2376484114","repostType":4,"repost":{"id":"2376484114","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1697685215,"share":"https://www.laohu8.com/m/news/2376484114?lang=&edition=full","pubTime":"2023-10-19 11:13","market":"us","language":"en","title":"Amazon's Stock Can Rocket Another 30%, This New Bull Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2376484114","media":"Dow Jones","summary":"Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, WayfairAmazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.Amazon.com Inc.’s ","content":"<html><head></head><body><p>Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, Wayfair</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a3d9d4c2e2dee60c392951d6d83a7ee\" alt=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" title=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" tg-width=\"700\" tg-height=\"393\"/><span>Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.</span></p><p>Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.</p><p style=\"text-align: start;\">Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.</p><p>Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.</p><p>The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.</p><p style=\"text-align: start;\">Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.</p><p>Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.</p><p style=\"text-align: start;\">“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.</p><p style=\"text-align: start;\">Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c32bc41941c220f8bff44445e5f9bf\" tg-width=\"960\" tg-height=\"679\"/></p><p>Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.</p><p style=\"text-align: start;\">EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.</p><p style=\"text-align: start;\">While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.</p><p style=\"text-align: start;\">As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's Stock Can Rocket Another 30%, This New Bull Says</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\">\nAmazon's Stock Can Rocket Another 30%, This New Bull Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-10-19 11:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, Wayfair</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a3d9d4c2e2dee60c392951d6d83a7ee\" alt=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" title=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" tg-width=\"700\" tg-height=\"393\"/><span>Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.</span></p><p>Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.</p><p style=\"text-align: start;\">Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.</p><p>Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.</p><p>The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.</p><p style=\"text-align: start;\">Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.</p><p>Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.</p><p style=\"text-align: start;\">“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.</p><p style=\"text-align: start;\">Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c32bc41941c220f8bff44445e5f9bf\" tg-width=\"960\" tg-height=\"679\"/></p><p>Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.</p><p style=\"text-align: start;\">EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.</p><p style=\"text-align: start;\">While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.</p><p style=\"text-align: start;\">As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMZN":"亚马逊","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4220":"综合零售","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4538":"云计算","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4561":"索罗斯持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","W":"Wayfair","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","EBAY":"eBay","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","ETSY":"Etsy, Inc.","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4178":"家庭装饰零售","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4585":"ETF&股票定投概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376484114","content_text":"Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, WayfairAmazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":227497292173368,"gmtCreate":1696606274692,"gmtModify":1696606284422,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/227497292173368","repostId":"1111354716","repostType":4,"repost":{"id":"1111354716","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1696605967,"share":"https://www.laohu8.com/m/news/1111354716?lang=&edition=full","pubTime":"2023-10-06 23:26","market":"us","language":"en","title":"US Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111354716","media":"Tiger Newspress","summary":"US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&P 500 rose 0.21% and 0.13% separately.","content":"<html><head></head><body><p>US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&amp;P 500 rose 0.21% and 0.13% separately.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb80e12e5e1809ab1caf50960d39fc24\" tg-width=\"623\" tg-height=\"110\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%</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\">\nUS Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-06 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&amp;P 500 rose 0.21% and 0.13% separately.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb80e12e5e1809ab1caf50960d39fc24\" tg-width=\"623\" tg-height=\"110\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111354716","content_text":"US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&P 500 rose 0.21% and 0.13% separately.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214756525473896,"gmtCreate":1693467825378,"gmtModify":1693467829817,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Claw]&nbsp;","listText":"[Claw]&nbsp;","text":"[Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214756525473896","repostId":"2363728740","repostType":4,"repost":{"id":"2363728740","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1693458563,"share":"https://www.laohu8.com/m/news/2363728740?lang=&edition=full","pubTime":"2023-08-31 13:09","market":"us","language":"en","title":"What’s Ahead for Berkshire as Warren Buffett Turns 93","url":"https://stock-news.laohu8.com/highlight/detail?id=2363728740","media":"Dow Jones","summary":"There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.Berkshire Hathaway CEO Warren Buffett.Dubbed the “","content":"<html><head></head><body><p style=\"text-align: start;\">There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a938656fcb5feac2ec4dd0a3b535f8c\" alt=\"Berkshire Hathaway CEO Warren Buffett.\" title=\"Berkshire Hathaway CEO Warren Buffett.\" tg-width=\"639\" tg-height=\"426\"/><span>Berkshire Hathaway CEO Warren Buffett.</span></p><p style=\"text-align: start;\">Dubbed the “Oracle of Omaha” for his nearly six decades of money-gaining insights during his time as CEO of conglomerate Berkshire Hathaway (ticker: BRK. A, BRK.B), Buffett’s investment moves are still watched closely by Wall Street. </p><p>Shares of Berkshire Hathaway climbed to a record high earlier this month after reporting that operating earnings rose more than 6% to $10 billion in the second quarter—marking a new record. Meanwhile, Berkshire’s cash pile swelled to nearly $150 billion, up from $130.6 billion in the prior quarter as the firm pared back stock positions.</p><p>In prior periods, Wall Street has been frustrated with Berkshire’s cash largesse, hoping that Buffett would deploy capital into an acquisition—or perhaps a dividend.</p><p>But now cash is looking smart: Buffett revealed to CNBC earlier this month that he has been a consistent buyer of three- and six-month U.S. Treasury bills, which yield more than 5.5%.</p><p>He also shrugged off ratings agency Fitch downgrading U.S. debt in early August. “There are some things people shouldn’t worry about,” Buffett told CNBC at the time. “This is one.”</p><p>So great is the trust in Buffett that investors don’t seem to mind that Berkshire eased up on buybacks during the second quarter, repurchasing $1.4 billion worth of shares compared with $4.4 billion in the prior quarter, as the company’s stock climbed. </p><p>“Berkshire has always been respected for patience, they won’t spend more on repurchases than the perceived economic value,” Meyer Shields, managing director at Keefe, Bruyette &amp; Woods, told <em>Barron’s</em>. KBW has a Market Perform rating on shares and a $565,000 price target.</p><p style=\"text-align: start;\">Of course, the trust that has been afforded to Buffett and his co-pilot, 99-year-old Berkshire vice chairman Charlie Munger, is also something of a concern for the company. The firm has often been coy about succession—a challenge for corporate governance especially when the top two spots are held by nonagenarians. In 2021, Buffett revealed to CNBC that Greg Abel, Berkshire’s vice chairman of noninsurance operations, will succeed him, but details have still felt scant.</p><p style=\"text-align: start;\">“Buffett has had an unprecedented career,” Shields said, explaining how Wall Street may be okay with a lack of disclosure from him. “Buffett can get away with that, I don’t know if his successor could.”</p><p style=\"text-align: start;\">But, for now, Wall Street doesn’t want to think of that day.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What’s Ahead for Berkshire as Warren Buffett Turns 93</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat’s Ahead for Berkshire as Warren Buffett Turns 93\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-31 13:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a938656fcb5feac2ec4dd0a3b535f8c\" alt=\"Berkshire Hathaway CEO Warren Buffett.\" title=\"Berkshire Hathaway CEO Warren Buffett.\" tg-width=\"639\" tg-height=\"426\"/><span>Berkshire Hathaway CEO Warren Buffett.</span></p><p style=\"text-align: start;\">Dubbed the “Oracle of Omaha” for his nearly six decades of money-gaining insights during his time as CEO of conglomerate Berkshire Hathaway (ticker: BRK. A, BRK.B), Buffett’s investment moves are still watched closely by Wall Street. </p><p>Shares of Berkshire Hathaway climbed to a record high earlier this month after reporting that operating earnings rose more than 6% to $10 billion in the second quarter—marking a new record. Meanwhile, Berkshire’s cash pile swelled to nearly $150 billion, up from $130.6 billion in the prior quarter as the firm pared back stock positions.</p><p>In prior periods, Wall Street has been frustrated with Berkshire’s cash largesse, hoping that Buffett would deploy capital into an acquisition—or perhaps a dividend.</p><p>But now cash is looking smart: Buffett revealed to CNBC earlier this month that he has been a consistent buyer of three- and six-month U.S. Treasury bills, which yield more than 5.5%.</p><p>He also shrugged off ratings agency Fitch downgrading U.S. debt in early August. “There are some things people shouldn’t worry about,” Buffett told CNBC at the time. “This is one.”</p><p>So great is the trust in Buffett that investors don’t seem to mind that Berkshire eased up on buybacks during the second quarter, repurchasing $1.4 billion worth of shares compared with $4.4 billion in the prior quarter, as the company’s stock climbed. </p><p>“Berkshire has always been respected for patience, they won’t spend more on repurchases than the perceived economic value,” Meyer Shields, managing director at Keefe, Bruyette &amp; Woods, told <em>Barron’s</em>. KBW has a Market Perform rating on shares and a $565,000 price target.</p><p style=\"text-align: start;\">Of course, the trust that has been afforded to Buffett and his co-pilot, 99-year-old Berkshire vice chairman Charlie Munger, is also something of a concern for the company. The firm has often been coy about succession—a challenge for corporate governance especially when the top two spots are held by nonagenarians. In 2021, Buffett revealed to CNBC that Greg Abel, Berkshire’s vice chairman of noninsurance operations, will succeed him, but details have still felt scant.</p><p style=\"text-align: start;\">“Buffett has had an unprecedented career,” Shields said, explaining how Wall Street may be okay with a lack of disclosure from him. “Buffett can get away with that, I don’t know if his successor could.”</p><p style=\"text-align: start;\">But, for now, Wall Street doesn’t want to think of that day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","BK4588":"碎股","BK4550":"红杉资本持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BRK.A":"伯克希尔","BK4581":"高盛持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BRK.B":"伯克希尔B","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4176":"多领域控股"},"source_url":"https://www.marketwatch.com/articles/warren-buffett-berkshire-hathaway-birthday-bd1bdf85?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363728740","content_text":"There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.Berkshire Hathaway CEO Warren Buffett.Dubbed the “Oracle of Omaha” for his nearly six decades of money-gaining insights during his time as CEO of conglomerate Berkshire Hathaway (ticker: BRK. A, BRK.B), Buffett’s investment moves are still watched closely by Wall Street. Shares of Berkshire Hathaway climbed to a record high earlier this month after reporting that operating earnings rose more than 6% to $10 billion in the second quarter—marking a new record. Meanwhile, Berkshire’s cash pile swelled to nearly $150 billion, up from $130.6 billion in the prior quarter as the firm pared back stock positions.In prior periods, Wall Street has been frustrated with Berkshire’s cash largesse, hoping that Buffett would deploy capital into an acquisition—or perhaps a dividend.But now cash is looking smart: Buffett revealed to CNBC earlier this month that he has been a consistent buyer of three- and six-month U.S. Treasury bills, which yield more than 5.5%.He also shrugged off ratings agency Fitch downgrading U.S. debt in early August. “There are some things people shouldn’t worry about,” Buffett told CNBC at the time. “This is one.”So great is the trust in Buffett that investors don’t seem to mind that Berkshire eased up on buybacks during the second quarter, repurchasing $1.4 billion worth of shares compared with $4.4 billion in the prior quarter, as the company’s stock climbed. “Berkshire has always been respected for patience, they won’t spend more on repurchases than the perceived economic value,” Meyer Shields, managing director at Keefe, Bruyette & Woods, told Barron’s. KBW has a Market Perform rating on shares and a $565,000 price target.Of course, the trust that has been afforded to Buffett and his co-pilot, 99-year-old Berkshire vice chairman Charlie Munger, is also something of a concern for the company. The firm has often been coy about succession—a challenge for corporate governance especially when the top two spots are held by nonagenarians. In 2021, Buffett revealed to CNBC that Greg Abel, Berkshire’s vice chairman of noninsurance operations, will succeed him, but details have still felt scant.“Buffett has had an unprecedented career,” Shields said, explaining how Wall Street may be okay with a lack of disclosure from him. “Buffett can get away with that, I don’t know if his successor could.”But, for now, Wall Street doesn’t want to think of that day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214756849483936,"gmtCreate":1693467761607,"gmtModify":1693467765603,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Applaud]&nbsp;[Applaud]&nbsp;[Applaud]&nbsp;","listText":"[Applaud]&nbsp;[Applaud]&nbsp;[Applaud]&nbsp;","text":"[Applaud] [Applaud] [Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214756849483936","repostId":"2363286639","repostType":4,"repost":{"id":"2363286639","pubTimestamp":1693460783,"share":"https://www.laohu8.com/m/news/2363286639?lang=&edition=full","pubTime":"2023-08-31 13:46","market":"us","language":"en","title":"Here Are Warren Buffett’s Best Quotes From the Last 93 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2363286639","media":"Fortune","summary":"From ‘swimming naked’ to the ‘manic-depressive’ market to the billionaires whose inner jerk came out, here are Warren Buffett’s best quotes from the last 93 years","content":"<html><head></head><body><p style=\"text-align: start;\">It’s hard to understate Warren Buffett’s impact on the economy or on American business—Or on <em>Fortune</em>, for that matter<em>.</em> The magazine is just a few months older than the Oracle of Omaha himself, who turned 93 on August 30, and after a particularly impressive interview, he tapped former <em>Fortune </em>editor Carol Loomis to edit his annual Berkshire Hathaway shareholder letter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/271af6b947344216f61ae92222e4e6fd\" alt=\"Warren Buffett, the Sage of Omaha.\" title=\"Warren Buffett, the Sage of Omaha.\" tg-width=\"1440\" tg-height=\"1001\"/><span>Warren Buffett, the Sage of Omaha.</span></p><p>With his right-hand man Charlie Munger, the investing legend has led one of the world’s most profitable holding companies, Berkshire Hathaway, for almost 60 years, and become one of the world’s richest men in the process. Buffett has grown from a schoolboy with a penchant for entrepreneurship (he once sold chewing gum and Coca Cola door to door) to an investment salesman, stockbroker, securities analyst, and even a student of Dale Carnegie’s public speaking course. </p><p>But along the way, he’s been known for his alternately folksy and insightful quotes. He doesn’t have the nickname Sage of Omaha for no reason, after all. Take his most famous line: “only when the tide goes out do you discover who’s swimming naked.” It sums up financial wisdom back to the dawn of the modern age, as market bubbles form and, to paraphrase an older quote, fools rush in. Consider the crypto winter of 2022, a longtime target of Buffett and (more often) Munger. Lots of skinny-dipping was happening as the crypto market cap shrank from $3 trillion to a little over $1 trillion in just a few months.</p><p style=\"text-align: start;\">Buffett took control of Berkshire Hathaway, then a textile manufacturing company, in 1970, and has driven it to the seventh spot on the Fortune 500 list (and 14th globally), with revenue at just over $302 billion. As for his net worth, thanks to his decades of savvy investments, it stands at roughly $118 billion as of publication. </p><p style=\"text-align: start;\">While many hopeful investors and business moguls take any of the Nebraskan’s words as gospel, <em>Fortune </em>has rounded up a handful of the Oracle’s sagest wisdom and quotes from over the years. </p><h2 id=\"id_964547387\" style=\"text-align: start;\">On investing:</h2><p style=\"text-align: start;\">“The first rule of an investment is don’t lose (money). And the second rule of an investment is don’t forget the first rule. And that’s all the rules there are.”</p><p style=\"text-align: start;\">“Price is what you pay. Value is what you get.”</p><p style=\"text-align: start;\">“Remember that the stock market is a manic depressive.”</p><p style=\"text-align: start;\">“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”</p><p style=\"text-align: start;\">“Risk comes from not knowing what you are doing. Never invest in a business you cannot understand.”</p><p style=\"text-align: start;\">“Someone’s sitting in the shade today because someone planted a tree a long time ago.”</p><p style=\"text-align: start;\">“There is nothing wrong with a ‘know nothing’ investor who realizes it. The problem is when you are a ‘know nothing’ investor, but you think you know something.”</p><p style=\"text-align: start;\">“A simple rule dictates my buying: Be fearful when others are greedy and greedy when others are fearful.”</p><h2 id=\"id_1441096863\" style=\"text-align: start;\">On life and relationships:</h2><p style=\"text-align: start;\">“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”</p><p style=\"text-align: start;\">“Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.”</p><p style=\"text-align: start;\">“By far the best investment you can make is in yourself.” </p><p style=\"text-align: start;\">“Being given unconditional love is the greatest benefit you can ever get.”</p><p style=\"text-align: start;\">“Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless.”</p><p style=\"text-align: start;\">“What we learn from history is that people don’t learn from history.”</p><p style=\"text-align: start;\">“Of the billionaires I have known, money just brings out the basic traits in them. If they were jerks before they had money, they are simply jerks with a billion dollars.”</p><p style=\"text-align: start;\">“You only have to do a very few things right in your life so long as you don’t do too many things wrong.”</p><p style=\"text-align: start;\">“Time is the friend of the wonderful company, the enemy of the mediocre.”</p><p style=\"text-align: start;\">“You want to associate with people who are the kind of person you’d like to be. You’ll move in that direction. And the most important person by far in that respect is your spouse. Marry the right person. I’m serious about that. It will make [a bigger] difference in your life. It will change your aspirations, all kinds of things.”</p><p style=\"text-align: start;\">“If you get to my age in life and nobody thinks well of you, I don’t care how big your bank account is, your life is a disaster.”</p><h2 id=\"id_3424548160\" style=\"text-align: start;\">On playing cards—and going to prison:</h2><p style=\"text-align: start;\">“Bridge is such a sensational game that I wouldn’t mind being in jail if I had three cellmates who were decent players and who were willing to keep the game going twenty-four hours a day.”</p></body></html>","source":"lsy1618285953446","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 Are Warren Buffett’s Best Quotes From the Last 93 Years</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 Are Warren Buffett’s Best Quotes From the Last 93 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 13:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2023/08/30/warren-buffett-best-quotes-93-birthday-august-30-swimming-naked/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s hard to understate Warren Buffett’s impact on the economy or on American business—Or on Fortune, for that matter. The magazine is just a few months older than the Oracle of Omaha himself, who ...</p>\n\n<a href=\"https://fortune.com/2023/08/30/warren-buffett-best-quotes-93-birthday-august-30-swimming-naked/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4176":"多领域控股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BRK.A":"伯克希尔","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BRK.B":"伯克希尔B","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0971096721.USD":"富达环球金融服务 A","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H"},"source_url":"https://fortune.com/2023/08/30/warren-buffett-best-quotes-93-birthday-august-30-swimming-naked/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363286639","content_text":"It’s hard to understate Warren Buffett’s impact on the economy or on American business—Or on Fortune, for that matter. The magazine is just a few months older than the Oracle of Omaha himself, who turned 93 on August 30, and after a particularly impressive interview, he tapped former Fortune editor Carol Loomis to edit his annual Berkshire Hathaway shareholder letter.Warren Buffett, the Sage of Omaha.With his right-hand man Charlie Munger, the investing legend has led one of the world’s most profitable holding companies, Berkshire Hathaway, for almost 60 years, and become one of the world’s richest men in the process. Buffett has grown from a schoolboy with a penchant for entrepreneurship (he once sold chewing gum and Coca Cola door to door) to an investment salesman, stockbroker, securities analyst, and even a student of Dale Carnegie’s public speaking course. But along the way, he’s been known for his alternately folksy and insightful quotes. He doesn’t have the nickname Sage of Omaha for no reason, after all. Take his most famous line: “only when the tide goes out do you discover who’s swimming naked.” It sums up financial wisdom back to the dawn of the modern age, as market bubbles form and, to paraphrase an older quote, fools rush in. Consider the crypto winter of 2022, a longtime target of Buffett and (more often) Munger. Lots of skinny-dipping was happening as the crypto market cap shrank from $3 trillion to a little over $1 trillion in just a few months.Buffett took control of Berkshire Hathaway, then a textile manufacturing company, in 1970, and has driven it to the seventh spot on the Fortune 500 list (and 14th globally), with revenue at just over $302 billion. As for his net worth, thanks to his decades of savvy investments, it stands at roughly $118 billion as of publication. While many hopeful investors and business moguls take any of the Nebraskan’s words as gospel, Fortune has rounded up a handful of the Oracle’s sagest wisdom and quotes from over the years. On investing:“The first rule of an investment is don’t lose (money). And the second rule of an investment is don’t forget the first rule. And that’s all the rules there are.”“Price is what you pay. Value is what you get.”“Remember that the stock market is a manic depressive.”“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”“Risk comes from not knowing what you are doing. Never invest in a business you cannot understand.”“Someone’s sitting in the shade today because someone planted a tree a long time ago.”“There is nothing wrong with a ‘know nothing’ investor who realizes it. The problem is when you are a ‘know nothing’ investor, but you think you know something.”“A simple rule dictates my buying: Be fearful when others are greedy and greedy when others are fearful.”On life and relationships:“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”“Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.”“By far the best investment you can make is in yourself.” “Being given unconditional love is the greatest benefit you can ever get.”“Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless.”“What we learn from history is that people don’t learn from history.”“Of the billionaires I have known, money just brings out the basic traits in them. If they were jerks before they had money, they are simply jerks with a billion dollars.”“You only have to do a very few things right in your life so long as you don’t do too many things wrong.”“Time is the friend of the wonderful company, the enemy of the mediocre.”“You want to associate with people who are the kind of person you’d like to be. You’ll move in that direction. And the most important person by far in that respect is your spouse. Marry the right person. I’m serious about that. It will make [a bigger] difference in your life. It will change your aspirations, all kinds of things.”“If you get to my age in life and nobody thinks well of you, I don’t care how big your bank account is, your life is a disaster.”On playing cards—and going to prison:“Bridge is such a sensational game that I wouldn’t mind being in jail if I had three cellmates who were decent players and who were willing to keep the game going twenty-four hours a day.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190101725864184,"gmtCreate":1687437279872,"gmtModify":1687437283194,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190101725864184","repostId":"1150488641","repostType":4,"repost":{"id":"1150488641","pubTimestamp":1687447634,"share":"https://www.laohu8.com/m/news/1150488641?lang=&edition=full","pubTime":"2023-06-22 23:27","market":"us","language":"en","title":"7 Stocks to Sell Immediately Before the Bubble Bursts","url":"https://stock-news.laohu8.com/highlight/detail?id=1150488641","media":"InvestorPlace","summary":"Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist","content":"<html><head></head><body><p>Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist. That’s difficult to predict as the U.S. economy continues to confound even the best economic minds. That’s not to say there aren’t high-risk bubble stocks to sell. There are. In fact, despite positive signs, bubbles continue to exist everywhere. Macroeconomic factors suggest the U.S. economy is not healthy overall. U.S. debt remains sky-high at the government level. The deficit is growing and recent theatrics in Congress haven’t changed anything for the better. In addition, bubbles extend to credit card debt, car loan debt, student loan debt, the housing market, the commercial real estate market, and tech stocks that have propped up a surging stock market. A severe recession remains entirely possible. Whether that occurs or not it makes sense to drop riskier stocks currently. </p><h2 style=\"text-align: start;\">High-Risk Bubble Stocks: Wells Fargo (WFC)</h2><p>Investors should seriously consider dropping <strong>Wells Fargo</strong> (NYSE:<strong><u>WFC</u></strong>). Trust in banks has taken a hit in 2023. Among big banks, only <strong>JPMorgan Chase</strong> (NYSE:<strong><u>JPM</u></strong>) has been spared in 2023. That’s largely due to its size and the leading role it played when regional banks collapsed months earlier. </p><p style=\"text-align: start;\">The point here is that Wells Fargo was already suffering a lack of trust prior to the most recent meltdown. The company already got caught for creating fake accounts in order to make its operations appear stronger than they were. It’s a wild and concerning thing to do for any bank, especially one of the largest in the U.S. The bank was trying to put that scandal behind it. It clearly did a poor job as it recently was fined $1 billion for overstating its progress in cleaning up that scandal. </p><p style=\"text-align: start;\">I believe it’s fair to state that Wells Fargo is not a trustworthy bank at this point. Given that you shouldn’t inherently trust banks overall, that’s probably saying something. Again, consider Wells Fargo a high-risk bubble stock to sell now.</p><h2 style=\"text-align: start;\">High-Risk Bubble Stocks: Regions Financial (RF)</h2><p><strong>Regions Financial</strong> (NYSE:<strong><u>RF</u></strong>) is a regional bank and stock that offers a catch-22 in terms of investing. It’s also another high-risk bubble stock to sell. The company appears to be doing well based on its first-quarter results. Earnings are up, revenues increased by 22%, and it seems to be heading toward a better place. That’s the magic of increased interest rates that increase net interest income. </p><p style=\"text-align: start;\">Regions Financial serves the southeast, deep south, and midwest. But it is most concentrated across Tennessee, Mississippi, Alabama, Georgia, and Florida. Florida, Mississippi, Alabama, and Georgia all happen to be among the states that struggle the most with credit card debt. So, with credit card debt above $1 trillion and a clear bubble at hand, Regions Financial is at risk. </p><p style=\"text-align: start;\">Commercial real estate and mortgage loans make up roughly one-third of its outstanding loans. Those are bubbles of their own. The overall picture for RF stock is a high-risk bank exposed to serious bubbles that continue to brew.  </p><h2 style=\"text-align: start;\">High-Risk Bubble Stocks: SoFi Technologies (SOFI)</h2><p>The clearest reason to sell<strong> SoFi Technologies</strong> (NASDAQ:<strong><u>SOFI</u></strong>) stock today is simply that it has gotten too hot, too quickly. The stock was one of the big winners to emerge from the debt ceiling deal. That deal set a clear date for the resumption of federal student loan payments. SoFi Technologies, which holds significant student loans, is a clear beneficiary of the deal then. </p><p style=\"text-align: start;\">Share prices basically doubled due to the discussions and deal. So, investors should sell it in order to simply capture their profit. But that’s not really why I’m bearish on SOFI stock. Instead, I believe that SoFi Technologies now suffers from the real risk that the restart of repayments won’t be as strong as analysts believe. </p><p style=\"text-align: start;\">There’s a very real risk that strained student loan holders will default in record numbers in the coming months. They were already defaulting at record rates prior to the pause. They have less money now than they did then so it only makes sense that things are going t get worse. </p><h2 style=\"text-align: start;\">Vornado Realty Trust (VNO)</h2><p>I’ve written about<strong> Vornado Realty Trust </strong>(NYSE:<strong><u>VNO</u></strong>) as a stock to avoid several times recently. I continue to believe it should be avoided today. The commercial real estate firm is heavily concentrated across office spaces in New York, Chicago, and San Francisco. It should be high on any list of commercial real estate bubble stocks. Vornado Realty Trust has postponed dividend payments until the end of 2023. REIT stocks use high-yield dividends to lure investors. When they pay things are great. It was paying a very high 11%. That income now no longer exists. </p><p style=\"text-align: start;\">In the first quarter, Vornado’s net income was five-fold. San Francisco has recently been in the headlines as hotels close after failing to make payments. Cracks are emerging in the commercial real estate sector. Vornado’s markets also suffer from being in geographies in which workers have much more sway. Return-to-office mandates aren’t going to go over well in San Francisco, New York, and Chicago. It all spells continued trouble and bigger losses. </p><h2 style=\"text-align: start;\">Nvidia (NVDA)</h2><p>If there is a single tech stock at the most risk, <strong>Nvidia</strong> (NASDAQ:<strong><u>NVDA</u></strong>) has to be it. The emergence of AI has catalyzed a recent surge across the tech industry. That surge has been powerful enough to raise markets overall, accounting for a great percentage of overall market gains of late. </p><p style=\"text-align: start;\">Nvidia’s chips have emerged to be a keystone to the generative AI progress that promises to rapidly increase productivity and revenues along with it. The firm’s huge Q1 earnings release and second-quarter guidance took it from a potential AI champion to the clear winner. </p><p style=\"text-align: start;\">Concerns of an AI bubble cropped up as soon as earnings were released. They died down and NVDA shares jumped higher again. </p><p style=\"text-align: start;\">I’m not saying investors should dump Nvidia now. I have no way to accurately say it’s going to cool off. Honestly, I thought it would stay at $390 but I was wrong. It’s now at $430. Yet, more and more bears are emerging drawing comparisons between AI and the Dot com bubble. It’s almost moot to say take profits now. I’m sure most readers will have done that if they’ve been lucky enough to buy it months ago. Yet, it’s fair to warn that buying in now is clearly risky. </p><h2 style=\"text-align: start;\">Armour Residential REIT (ARR)</h2><p><strong>Armour Residential REIT’s</strong> (NYSE:<strong><u>ARR</u></strong>) price chart tells investors a great deal about the stock. Inflation concerns that cropped up in late 2021 and culminated in rate hikes beginning in March of 2022 correlate nicely with its arc. </p><p style=\"text-align: start;\">Share prices have more than halved since then. Funnily enough, the company was arguably doing worse prior to Fed rate hikes. Its net loss in the first quarter of 2022 totaled $66.43 million. It narrowed to $34.35 million in the first quarter of this year. That was mostly on account of securities trading discrepancies during those two respective periods. </p><p style=\"text-align: start;\">Net interest income dropped by a factor of three. That means interest rate increases are hurting the firm.  What’s particularly troublesome is that the company almost brags about raising $181 million in capital by issuing 30 million new shares in the first quarter. There are only 190 million in total. That should be dilutive. The dividend yielding 18.4% is a siren song that investors should avoid. Vornado Realty Trust, just above, should tell investors all they need to know in that regard. </p><h2 style=\"text-align: start;\">UBS Group (UBS)</h2><p><strong>UBS Group</strong> (NYSE:<strong><u>UBS</u></strong>) emerged as a winner as U.S. regional bank meltdown contagion spread to Europe and claimed <strong>Credit Suisse</strong>. UBS was forced to save Credit Suisse by regulators. It initially bristled at the prospect of doing so but the result is that there is no one single European money manager for the global elite. </p><p style=\"text-align: start;\">The forced merger will result in tens of thousands of jobs lost as UBS sheds Credit Suisse employees in the aftermath. As sympathetic as I am to them, that’s no reason to suggest it’s time to sell UBS. Frankly, it should benefit share prices due to the implied increase in efficiency. </p><p style=\"text-align: start;\">The reason is that it isn’t a well-run bank despite its association with the global elite and a previously untouchable Swiss banking sector. Multiple financial metrics indicate real distress. In particular, UBS’ equity-to-asset ratio is very weak. The lower the ratio, the more likely a bank is to be reliant on debt financing. UBS’ ratio is worse than 9 out of 10 banks. Further, it simply doesn’t create value as revealed by a return on investment of 0%.  </p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Sell Immediately Before the Bubble Bursts</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\">\n7 Stocks to Sell Immediately Before the Bubble Bursts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/7-stocks-to-sell-immediately-before-the-bubble-bursts-high-risk-bubble-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist. That’s difficult to predict as the U.S. economy continues to confound even the best economic minds...</p>\n\n<a href=\"https://investorplace.com/2023/06/7-stocks-to-sell-immediately-before-the-bubble-bursts-high-risk-bubble-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc.","NVDA":"英伟达","ARR":"ARMOUR住宅房地产公司","WFC":"富国银行","VNO":"沃那多房信","RF":"地区金融","UBS":"瑞银"},"source_url":"https://investorplace.com/2023/06/7-stocks-to-sell-immediately-before-the-bubble-bursts-high-risk-bubble-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150488641","content_text":"Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist. That’s difficult to predict as the U.S. economy continues to confound even the best economic minds. That’s not to say there aren’t high-risk bubble stocks to sell. There are. In fact, despite positive signs, bubbles continue to exist everywhere. Macroeconomic factors suggest the U.S. economy is not healthy overall. U.S. debt remains sky-high at the government level. The deficit is growing and recent theatrics in Congress haven’t changed anything for the better. In addition, bubbles extend to credit card debt, car loan debt, student loan debt, the housing market, the commercial real estate market, and tech stocks that have propped up a surging stock market. A severe recession remains entirely possible. Whether that occurs or not it makes sense to drop riskier stocks currently. High-Risk Bubble Stocks: Wells Fargo (WFC)Investors should seriously consider dropping Wells Fargo (NYSE:WFC). Trust in banks has taken a hit in 2023. Among big banks, only JPMorgan Chase (NYSE:JPM) has been spared in 2023. That’s largely due to its size and the leading role it played when regional banks collapsed months earlier. The point here is that Wells Fargo was already suffering a lack of trust prior to the most recent meltdown. The company already got caught for creating fake accounts in order to make its operations appear stronger than they were. It’s a wild and concerning thing to do for any bank, especially one of the largest in the U.S. The bank was trying to put that scandal behind it. It clearly did a poor job as it recently was fined $1 billion for overstating its progress in cleaning up that scandal. I believe it’s fair to state that Wells Fargo is not a trustworthy bank at this point. Given that you shouldn’t inherently trust banks overall, that’s probably saying something. Again, consider Wells Fargo a high-risk bubble stock to sell now.High-Risk Bubble Stocks: Regions Financial (RF)Regions Financial (NYSE:RF) is a regional bank and stock that offers a catch-22 in terms of investing. It’s also another high-risk bubble stock to sell. The company appears to be doing well based on its first-quarter results. Earnings are up, revenues increased by 22%, and it seems to be heading toward a better place. That’s the magic of increased interest rates that increase net interest income. Regions Financial serves the southeast, deep south, and midwest. But it is most concentrated across Tennessee, Mississippi, Alabama, Georgia, and Florida. Florida, Mississippi, Alabama, and Georgia all happen to be among the states that struggle the most with credit card debt. So, with credit card debt above $1 trillion and a clear bubble at hand, Regions Financial is at risk. Commercial real estate and mortgage loans make up roughly one-third of its outstanding loans. Those are bubbles of their own. The overall picture for RF stock is a high-risk bank exposed to serious bubbles that continue to brew.  High-Risk Bubble Stocks: SoFi Technologies (SOFI)The clearest reason to sell SoFi Technologies (NASDAQ:SOFI) stock today is simply that it has gotten too hot, too quickly. The stock was one of the big winners to emerge from the debt ceiling deal. That deal set a clear date for the resumption of federal student loan payments. SoFi Technologies, which holds significant student loans, is a clear beneficiary of the deal then. Share prices basically doubled due to the discussions and deal. So, investors should sell it in order to simply capture their profit. But that’s not really why I’m bearish on SOFI stock. Instead, I believe that SoFi Technologies now suffers from the real risk that the restart of repayments won’t be as strong as analysts believe. There’s a very real risk that strained student loan holders will default in record numbers in the coming months. They were already defaulting at record rates prior to the pause. They have less money now than they did then so it only makes sense that things are going t get worse. Vornado Realty Trust (VNO)I’ve written about Vornado Realty Trust (NYSE:VNO) as a stock to avoid several times recently. I continue to believe it should be avoided today. The commercial real estate firm is heavily concentrated across office spaces in New York, Chicago, and San Francisco. It should be high on any list of commercial real estate bubble stocks. Vornado Realty Trust has postponed dividend payments until the end of 2023. REIT stocks use high-yield dividends to lure investors. When they pay things are great. It was paying a very high 11%. That income now no longer exists. In the first quarter, Vornado’s net income was five-fold. San Francisco has recently been in the headlines as hotels close after failing to make payments. Cracks are emerging in the commercial real estate sector. Vornado’s markets also suffer from being in geographies in which workers have much more sway. Return-to-office mandates aren’t going to go over well in San Francisco, New York, and Chicago. It all spells continued trouble and bigger losses. Nvidia (NVDA)If there is a single tech stock at the most risk, Nvidia (NASDAQ:NVDA) has to be it. The emergence of AI has catalyzed a recent surge across the tech industry. That surge has been powerful enough to raise markets overall, accounting for a great percentage of overall market gains of late. Nvidia’s chips have emerged to be a keystone to the generative AI progress that promises to rapidly increase productivity and revenues along with it. The firm’s huge Q1 earnings release and second-quarter guidance took it from a potential AI champion to the clear winner. Concerns of an AI bubble cropped up as soon as earnings were released. They died down and NVDA shares jumped higher again. I’m not saying investors should dump Nvidia now. I have no way to accurately say it’s going to cool off. Honestly, I thought it would stay at $390 but I was wrong. It’s now at $430. Yet, more and more bears are emerging drawing comparisons between AI and the Dot com bubble. It’s almost moot to say take profits now. I’m sure most readers will have done that if they’ve been lucky enough to buy it months ago. Yet, it’s fair to warn that buying in now is clearly risky. Armour Residential REIT (ARR)Armour Residential REIT’s (NYSE:ARR) price chart tells investors a great deal about the stock. Inflation concerns that cropped up in late 2021 and culminated in rate hikes beginning in March of 2022 correlate nicely with its arc. Share prices have more than halved since then. Funnily enough, the company was arguably doing worse prior to Fed rate hikes. Its net loss in the first quarter of 2022 totaled $66.43 million. It narrowed to $34.35 million in the first quarter of this year. That was mostly on account of securities trading discrepancies during those two respective periods. Net interest income dropped by a factor of three. That means interest rate increases are hurting the firm.  What’s particularly troublesome is that the company almost brags about raising $181 million in capital by issuing 30 million new shares in the first quarter. There are only 190 million in total. That should be dilutive. The dividend yielding 18.4% is a siren song that investors should avoid. Vornado Realty Trust, just above, should tell investors all they need to know in that regard. UBS Group (UBS)UBS Group (NYSE:UBS) emerged as a winner as U.S. regional bank meltdown contagion spread to Europe and claimed Credit Suisse. UBS was forced to save Credit Suisse by regulators. It initially bristled at the prospect of doing so but the result is that there is no one single European money manager for the global elite. The forced merger will result in tens of thousands of jobs lost as UBS sheds Credit Suisse employees in the aftermath. As sympathetic as I am to them, that’s no reason to suggest it’s time to sell UBS. Frankly, it should benefit share prices due to the implied increase in efficiency. The reason is that it isn’t a well-run bank despite its association with the global elite and a previously untouchable Swiss banking sector. Multiple financial metrics indicate real distress. In particular, UBS’ equity-to-asset ratio is very weak. The lower the ratio, the more likely a bank is to be reliant on debt financing. UBS’ ratio is worse than 9 out of 10 banks. Further, it simply doesn’t create value as revealed by a return on investment of 0%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943780102,"gmtCreate":1679717397006,"gmtModify":1679717400684,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943780102","repostId":"2321209113","repostType":4,"repost":{"id":"2321209113","pubTimestamp":1679702156,"share":"https://www.laohu8.com/m/news/2321209113?lang=&edition=full","pubTime":"2023-03-25 07:55","market":"us","language":"en","title":"7 Value Stocks That Pay Monthly Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=2321209113","media":"InvestorPlace","summary":"Broadmark Realty Capital (BRMK): Broadmark offers decent stability and high yield.Fortitude Gold (FT","content":"<html><head></head><body><ul><li><b>Broadmark Realty Capital</b> (<b>BRMK</b>): Broadmark offers decent stability and high yield.</li><li><b>Fortitude Gold</b> (<b>FTCO</b>): Fortitute Gold benefits from societal concerns over the economy.</li><li><b>Realty Income</b> (<b>O</b>): Realty Income has a long history of dividend increases.</li><li>Continue reading for the complete list of value stocks that pay monthly dividends!</li></ul><p><img src=\"https://static.tigerbbs.com/abc2324329c37cf7dc196f1116b3b485\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Dmitry Lobanov/Shutterstock.com</p><p>While fundamentally discounted ideas tend to generate plenty of attention, the holy grail in the equities sector could be value stocks that pay monthly dividends. Here, you get exposure to businesses that could see their valuation appreciate. And while you’re waiting for that to develop, you can collect passive income 12 times out of the year.</p><p>Largely, value stocks that pay monthly dividends benefit from the convenience angle. Most companies pay dividends on a quarterly basis. However, our bills typically come in every month. Therefore, to really enjoy passive income from the capital markets, a monthly-paying investment would be ideal.</p><p>Of course, the greater the rewards, the higher the risk. With value stocks that pay monthly dividends, these enterprises stand on shaky ground due to present economic factors. However, if that doesn’t bother you, these ideas might fit the bill.</p><table border=\"1\"><tbody><tr><td><b>BRMK</b></td><td>Broadmark Realty</td><td>$4.36</td></tr><tr><td><b>FTCO</b></td><td>Fortitude Gold</td><td>$6.98</td></tr><tr><td><b>O</b></td><td>Realty Income</td><td>$59.68</td></tr><tr><td><b>EPR</b></td><td>EPR Properties</td><td>$34.67</td></tr><tr><td><b>APLE</b></td><td>Apple Hospitality REIT</td><td>$14.09</td></tr><tr><td><b>ADC</b></td><td>Agree Realty</td><td>$65.38</td></tr><tr><td><b>EFC</b></td><td>Ellington Financial</td><td>$11.16</td></tr></tbody></table><h2></h2><h2>Broadmark Realty Capital (BRMK)</h2><p><img src=\"https://static.tigerbbs.com/0ca2e6072a7e861fd90079624ea1075c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: jittawit21/Shutterstock.com</p><p>Headquartered in Seattle, Washington, <b>Broadmarket Realty Capital</b> (NYSE:<b>BRMK</b>) is a real estate finance company that invests in opportunities throughout the small to middle markets. It’s one of the smaller enterprises, carrying a market capitalization of $581 million. Since the start of the year, BRMK gained nearly 21% of its equity value. However, in the past 365 days, it dropped almost 48% in equity value.</p><p>Financially, Broadmark benefits from a decently stable balance sheet. For instance, its cash-to-debt ratio is 0.52 times, outpacing 86.54% of publicly traded real estate investment trusts (REITs). Also, its Altman Z-Score is 3.35, indicating a low risk of bankruptcy. Significantly, the market prices BRMK at a book value of 0.63 times. In contrast, the sector median is 0.79 times.</p><p>Regarding passive income, Broadmark carries a forward yield of 9.52%. As well, its payout ratio pings at 65.63%, which isn’t horrific for value stocks that pay monthly dividends. For those that don’t mind accepting some risk, BRMK could rank among the better ideas in this category.</p><h2>Fortitude Gold (FTCO)</h2><p><img src=\"https://static.tigerbbs.com/4df5b7905b532429090a3eafb1b86a79\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Based in Colorado Springs, Colorado, <b>Fortitude Gold</b> (OTCMKTS:<b>FTCO</b>) is a gold producer targeting projects with low operating costs, strong returns on capital, and high margins. Generally, precious metal firms present considerable dangers. However, contrarians may want to put FTCO on their radar of value stocks that pay monthly dividends. Fundamentally, gold has jumped higher based on the fear trade.</p><p>In terms of receiving a market deal, the market prices FTCO at 5.68 times the operating cash flow. As a discount to the metric, Fortitude ranks better than 62.16% of the competition. Also, the company features an enterprise value to EBITDA ratio of 3.75. In contrast, the sector median is 7.49 times.</p><p>Notably, Fortitude features an Altman Z-Score of 8, reflecting high fiscal stability and low bankruptcy risk. Also, it’s incredibly profitable with a net margin of 19.74%. For passive income, Fortitude features a dividend yield of 7.02%. Its payout ratio is a bit high at 77.1%, though not exceedingly awful for companies in this category.</p><h2>Realty Income (O)</h2><p><img src=\"https://static.tigerbbs.com/dad0e899adff123d698facd58bb23f3c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: yanatul / Shutterstock.com</p><p>Headquartered in San Diego, California, <b>Realty Income</b> (NYSE:<b>O</b>) is a REIT that invests in free-standing, single-tenant commercial properties in the U.S., Spain, and the U.K. Currently, the company commands a market cap of slightly over $39 billion. So far this year, O shares slipped nearly 7%. In the trailing year, it’s down more than 11% as financial woes hit the consumer economy.</p><p>Still, for daring contrarians, it could be an interesting pickup for value stocks that pay monthly dividends. Specifically, the market prices O at 1.14 times discounted cash flow (DCF). In contrast, the sector median stands at 1.36 times. Therefore, Realty Income ranks better than 60.61% for this metric (compared to other REITs). Operationally, the company benefits from a three-year revenue growth rate of 5.1%, outpacing 69.5% of its peers. Also, its gross margin comes in at a whopping 93.23%.</p><p>For passive income, Realty’s forward yield pings at 5.15%. Its payout ratio presently stands at 214.16%. However, it does enjoy 30 years of consecutive dividend increases, a status it won’t give up on easily.</p><h2>EPR Properties (EPR)</h2><p><img src=\"https://static.tigerbbs.com/33e5fb0e97755ebb33eb42994da4e031\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Based in Kansas City, Missouri, <b>EPR Properties</b> (NYSE:<b>EPR</b>) is a REIT that focuses on entertainment-related properties. These include amusement parks, movie theaters, and ski resorts, among other categories. Thanks to the fading Covid-19 crisis, EPR gained relevancy from a narrative perspective. However, this year has been a tough one, with shares dipping 6%. As well, in the past 365 days, they slipped 34%.</p><p>Thus, to be completely transparent, EPR represents a higher-risk name among value stocks that pay monthly dividends. That said, it does bring in value. For instance, the market prices EPR at a trailing sales multiple of 3.95. In contrast, the sector median pings at 6.75. Per Gurufocus, EPR provides better value than 69.49% of REITs.  In addition, EPR trades at 0.48 times the projected free cash flow (<b>FCF</b>). Here, the company ranks better than 68% of the competition.</p><p>Turning to passive income, the REIT offers a forward yield of 9.53%. However, prospective investors should realize that its payout ratio is elevated at 131.27%.</p><h2>Apple Hospitality REIT (APLE)</h2><p><img src=\"https://static.tigerbbs.com/2eb6bfbe119c71c36ba0d7b342f9e839\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Calling Richmond, Virginia home, <b>Apple Hospitality REIT</b> (NYSE:<b>APLE</b>) owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the U.S. Per its website, the company’s portfolio consists of 220 hotels with approximately 29,000 guest rooms located in 87 markets throughout 37 states. While the revenge travel phenomenon fundamentally bolsters Apple Hospitality, its market performance has been left wanting.</p><p>Since the start of the new year, APLE slipped by 9%. Still, contrarian investors of value stocks that pay monthly dividends may want to throw some gambling funds at it. Specifically, the market prices APLE at a trailing sales multiple of 2.67. As a discount to revenue, Apple Hospitality ranks better than 83% of the competition. It’s also worth pointing out that APLE trades at 10.81 times FCF. Here, the underlying enterprise ranks better than 61.49% of its rivals.</p><p>For passive income, Apple commands a forward yield of 6.79%. However, interested buyers should note that its payout ratio stands at 106.08%.</p><h2>Agree Realty (ADC)</h2><p><img src=\"https://static.tigerbbs.com/afcc352d5846ddfc9876c61bf2d9d619\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Headquartered in Farmington Hills, Michigan, <b>Agree Realty</b> (NYSE:<b>ADC</b>) bills itself as a leader in the acquisition and development of properties net leased to the foremost retailers in the U.S. While such a business profile delivers relevance, it’s also risky under present circumstances. For example, since the January opener, ADC gave up 8% of its equity value. Still, in the trailing year, it’s up a bit over 1%.</p><p>If you want to venture into adventurous value stocks that pay monthly dividends, ADC could be up your alley. Currently, the market prices ADC at 1.01 times discounted cash flow (DCF). In contrast, the sector median stat comes in at 1.36 times. Therefore, Agree ranks better than 68.18% of the competition for this metric. Operationally as well, the REIT delivers some intriguing figures. Its three-year revenue growth rate stands at 6.1%. During the same period, its FCF growth pings at 14.2%. Both stats rank in the upper half among REITs.</p><p>Finally, Agree carries a forward yield of 4.43%. However, the payout ratio stands at 161.79%, warranting a cautious approach.</p><h2>Ellington Financial (EFC)</h2><p><img src=\"https://static.tigerbbs.com/97491dbcda10e160cebbab95245dffbc\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Hailing from Old Greenwich, Connecticut, <b>Ellington Financial</b> (NYSE:<b>EFC</b>) acquires and manages mortgage-related, consumer-related, and corporate-related financial assets. I’m just going to borrow the language straight from the company’s website. Primarily, the rising interest rate environment represents a major risk factor for Ellington. Not surprisingly, in the past 365 days, EFC gave up nearly 37% of equity value.</p><p>Fundamentally, Ellington in my opinion is only appropriate for speculators. However, if that suits your style, EFC could be one of the viable value stocks that pay monthly dividends. Specifically, the market prices EFC at a forward multiple of 5.78. As a discount to projected earnings, the company ranks better than 91.73% of sector peers. Admittedly, though, that’s where much of the good news ends. Mainly, Ellington suffers from a shaky balance sheet. As well, its three-year revenue growth rate slipped to 35.3% below parity.</p><p>Again, if you want to take the risk (for the record, I don’t), Ellington offers a forward yield of 16.06%. However, its payout ratio is 96.71%.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Value Stocks That Pay Monthly Dividends</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\">\n7 Value Stocks That Pay Monthly Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-25 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/7-value-stocks-that-pay-monthly-dividends/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Broadmark Realty Capital (BRMK): Broadmark offers decent stability and high yield.Fortitude Gold (FTCO): Fortitute Gold benefits from societal concerns over the economy.Realty Income (O): Realty ...</p>\n\n<a href=\"https://investorplace.com/2023/03/7-value-stocks-that-pay-monthly-dividends/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","EFC":"Ellington投资","APLE":"Apple Hospitality REIT, Inc.","EPR":"EPR不动产","BK4588":"碎股","BK4181":"酒店及度假村房地产投资信托","FCF":"第一联邦金融","ADC":"艾格里房产","BK4110":"抵押房地产投资信托","BK4211":"区域性银行","BK4084":"特种房地产投资信托","FTCO":"Fortitude Gold Corporation","BK4080":"零售业房地产投资信托","O":"Realty Income Corp","BK4017":"黄金","BK4585":"ETF&股票定投概念"},"source_url":"https://investorplace.com/2023/03/7-value-stocks-that-pay-monthly-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321209113","content_text":"Broadmark Realty Capital (BRMK): Broadmark offers decent stability and high yield.Fortitude Gold (FTCO): Fortitute Gold benefits from societal concerns over the economy.Realty Income (O): Realty Income has a long history of dividend increases.Continue reading for the complete list of value stocks that pay monthly dividends!Source: Dmitry Lobanov/Shutterstock.comWhile fundamentally discounted ideas tend to generate plenty of attention, the holy grail in the equities sector could be value stocks that pay monthly dividends. Here, you get exposure to businesses that could see their valuation appreciate. And while you’re waiting for that to develop, you can collect passive income 12 times out of the year.Largely, value stocks that pay monthly dividends benefit from the convenience angle. Most companies pay dividends on a quarterly basis. However, our bills typically come in every month. Therefore, to really enjoy passive income from the capital markets, a monthly-paying investment would be ideal.Of course, the greater the rewards, the higher the risk. With value stocks that pay monthly dividends, these enterprises stand on shaky ground due to present economic factors. However, if that doesn’t bother you, these ideas might fit the bill.BRMKBroadmark Realty$4.36FTCOFortitude Gold$6.98ORealty Income$59.68EPREPR Properties$34.67APLEApple Hospitality REIT$14.09ADCAgree Realty$65.38EFCEllington Financial$11.16Broadmark Realty Capital (BRMK)Source: jittawit21/Shutterstock.comHeadquartered in Seattle, Washington, Broadmarket Realty Capital (NYSE:BRMK) is a real estate finance company that invests in opportunities throughout the small to middle markets. It’s one of the smaller enterprises, carrying a market capitalization of $581 million. Since the start of the year, BRMK gained nearly 21% of its equity value. However, in the past 365 days, it dropped almost 48% in equity value.Financially, Broadmark benefits from a decently stable balance sheet. For instance, its cash-to-debt ratio is 0.52 times, outpacing 86.54% of publicly traded real estate investment trusts (REITs). Also, its Altman Z-Score is 3.35, indicating a low risk of bankruptcy. Significantly, the market prices BRMK at a book value of 0.63 times. In contrast, the sector median is 0.79 times.Regarding passive income, Broadmark carries a forward yield of 9.52%. As well, its payout ratio pings at 65.63%, which isn’t horrific for value stocks that pay monthly dividends. For those that don’t mind accepting some risk, BRMK could rank among the better ideas in this category.Fortitude Gold (FTCO)Source: ShutterstockBased in Colorado Springs, Colorado, Fortitude Gold (OTCMKTS:FTCO) is a gold producer targeting projects with low operating costs, strong returns on capital, and high margins. Generally, precious metal firms present considerable dangers. However, contrarians may want to put FTCO on their radar of value stocks that pay monthly dividends. Fundamentally, gold has jumped higher based on the fear trade.In terms of receiving a market deal, the market prices FTCO at 5.68 times the operating cash flow. As a discount to the metric, Fortitude ranks better than 62.16% of the competition. Also, the company features an enterprise value to EBITDA ratio of 3.75. In contrast, the sector median is 7.49 times.Notably, Fortitude features an Altman Z-Score of 8, reflecting high fiscal stability and low bankruptcy risk. Also, it’s incredibly profitable with a net margin of 19.74%. For passive income, Fortitude features a dividend yield of 7.02%. Its payout ratio is a bit high at 77.1%, though not exceedingly awful for companies in this category.Realty Income (O)Source: yanatul / Shutterstock.comHeadquartered in San Diego, California, Realty Income (NYSE:O) is a REIT that invests in free-standing, single-tenant commercial properties in the U.S., Spain, and the U.K. Currently, the company commands a market cap of slightly over $39 billion. So far this year, O shares slipped nearly 7%. In the trailing year, it’s down more than 11% as financial woes hit the consumer economy.Still, for daring contrarians, it could be an interesting pickup for value stocks that pay monthly dividends. Specifically, the market prices O at 1.14 times discounted cash flow (DCF). In contrast, the sector median stands at 1.36 times. Therefore, Realty Income ranks better than 60.61% for this metric (compared to other REITs). Operationally, the company benefits from a three-year revenue growth rate of 5.1%, outpacing 69.5% of its peers. Also, its gross margin comes in at a whopping 93.23%.For passive income, Realty’s forward yield pings at 5.15%. Its payout ratio presently stands at 214.16%. However, it does enjoy 30 years of consecutive dividend increases, a status it won’t give up on easily.EPR Properties (EPR)Source: ShutterstockBased in Kansas City, Missouri, EPR Properties (NYSE:EPR) is a REIT that focuses on entertainment-related properties. These include amusement parks, movie theaters, and ski resorts, among other categories. Thanks to the fading Covid-19 crisis, EPR gained relevancy from a narrative perspective. However, this year has been a tough one, with shares dipping 6%. As well, in the past 365 days, they slipped 34%.Thus, to be completely transparent, EPR represents a higher-risk name among value stocks that pay monthly dividends. That said, it does bring in value. For instance, the market prices EPR at a trailing sales multiple of 3.95. In contrast, the sector median pings at 6.75. Per Gurufocus, EPR provides better value than 69.49% of REITs.  In addition, EPR trades at 0.48 times the projected free cash flow (FCF). Here, the company ranks better than 68% of the competition.Turning to passive income, the REIT offers a forward yield of 9.53%. However, prospective investors should realize that its payout ratio is elevated at 131.27%.Apple Hospitality REIT (APLE)Source: ShutterstockCalling Richmond, Virginia home, Apple Hospitality REIT (NYSE:APLE) owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the U.S. Per its website, the company’s portfolio consists of 220 hotels with approximately 29,000 guest rooms located in 87 markets throughout 37 states. While the revenge travel phenomenon fundamentally bolsters Apple Hospitality, its market performance has been left wanting.Since the start of the new year, APLE slipped by 9%. Still, contrarian investors of value stocks that pay monthly dividends may want to throw some gambling funds at it. Specifically, the market prices APLE at a trailing sales multiple of 2.67. As a discount to revenue, Apple Hospitality ranks better than 83% of the competition. It’s also worth pointing out that APLE trades at 10.81 times FCF. Here, the underlying enterprise ranks better than 61.49% of its rivals.For passive income, Apple commands a forward yield of 6.79%. However, interested buyers should note that its payout ratio stands at 106.08%.Agree Realty (ADC)Source: ShutterstockHeadquartered in Farmington Hills, Michigan, Agree Realty (NYSE:ADC) bills itself as a leader in the acquisition and development of properties net leased to the foremost retailers in the U.S. While such a business profile delivers relevance, it’s also risky under present circumstances. For example, since the January opener, ADC gave up 8% of its equity value. Still, in the trailing year, it’s up a bit over 1%.If you want to venture into adventurous value stocks that pay monthly dividends, ADC could be up your alley. Currently, the market prices ADC at 1.01 times discounted cash flow (DCF). In contrast, the sector median stat comes in at 1.36 times. Therefore, Agree ranks better than 68.18% of the competition for this metric. Operationally as well, the REIT delivers some intriguing figures. Its three-year revenue growth rate stands at 6.1%. During the same period, its FCF growth pings at 14.2%. Both stats rank in the upper half among REITs.Finally, Agree carries a forward yield of 4.43%. However, the payout ratio stands at 161.79%, warranting a cautious approach.Ellington Financial (EFC)Source: ShutterstockHailing from Old Greenwich, Connecticut, Ellington Financial (NYSE:EFC) acquires and manages mortgage-related, consumer-related, and corporate-related financial assets. I’m just going to borrow the language straight from the company’s website. Primarily, the rising interest rate environment represents a major risk factor for Ellington. Not surprisingly, in the past 365 days, EFC gave up nearly 37% of equity value.Fundamentally, Ellington in my opinion is only appropriate for speculators. However, if that suits your style, EFC could be one of the viable value stocks that pay monthly dividends. Specifically, the market prices EFC at a forward multiple of 5.78. As a discount to projected earnings, the company ranks better than 91.73% of sector peers. Admittedly, though, that’s where much of the good news ends. Mainly, Ellington suffers from a shaky balance sheet. As well, its three-year revenue growth rate slipped to 35.3% below parity.Again, if you want to take the risk (for the record, I don’t), Ellington offers a forward yield of 16.06%. However, its payout ratio is 96.71%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943504564,"gmtCreate":1679532037458,"gmtModify":1679532040942,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943504564","repostId":"2321391894","repostType":4,"repost":{"id":"2321391894","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679517658,"share":"https://www.laohu8.com/m/news/2321391894?lang=&edition=full","pubTime":"2023-03-23 04:40","market":"us","language":"en","title":"US STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2321391894","media":"Reuters","summary":"Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a wid","content":"<html><head></head><body><p>Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a widely expected 25 basis point policy hike, while hinting that it was on the verge of pausing future increases in view of recent turmoil in the financial sector.</p><p>The three major U.S. stock indexes, which were mostly directionless prior to the Fed announcement, jumped higher then deflated as investors digested the accompanying statement and Chair Jerome Powell&#39;s subsequent Q&amp;A session.</p><p>By closing bell, all three indexes were off more than 1.6%.</p><p>&#34;The market was encouraged when it heard that the Fed had considered pausing completely and then it was disappointed when Powell clarified that their hands weren’t tied and that they can keep raising rates if they need to,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>In the Fed&#39;s statement, the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> said some additional tightening might be possible, but suggested it was on the verge of pausing future hikes in view of recent turmoil in the financial sector.</p><p>Gains pared during Powell&#39;s remarks and Q&amp;A session in which he vowed to use all available tools to keep the banking system sound, but reiterated the central bank&#39;s commitment to reining in inflation.</p><p>&#34;The indexes whipsaw because there’s so much at stake, being the first to evaluate the impact of the statement and the subsequent press conference,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Maybe investors were expecting the Fed to stop with this hike, expressing their displeasure that rate hikes might continue for <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two more meetings.&#34;</p><p>Worries persist that the Fed&#39;s aggressive battle against inflation could tip the economy into recession, and recent turmoil in the banking sector, sparked by failures of <a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a>, have exacerbated those fears.</p><p>The sell-off was exacerbated by Treasury Secretary Janet Yellen&#39;s remarks before lawmakers that the Federal Deposit Insurance Corporation (FDIC) was not considering &#34;blanket insurance&#34; for deposits arising from recent strife in the sector.</p><p>The Dow Jones Industrial Average fell 530.49 points, or 1.63%, to 32,030.11, the S&amp;P 500 lost 65.9 points, or 1.65%, to 3,936.97 and the Nasdaq Composite dropped 190.15 points, or 1.6%, to 11,669.96.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in negative territory, with real estate    suffering the steepest percentage drop, its largest one-day plunge since Sept. 13.</p><p>The banking sector reversed course after a two-session rebound, with the S&amp;P Banks index and the KBW Regional Bank index off 3.7% and 5.3%, respectively.</p><p>Shares of First Republic slipped 15.5 % in volatile trade amid worries that it may need to downsize or seek government support.</p><p>Pacific Western Bank announced it had raised $1.4 billion from investment firm Atlas SP Partners. Its shares dropped 17.1%.</p><p>Western Alliance Bancorp fell 5.0%.</p><p>Retail darling GameStop Corp surged 35.2% after posting a surprise fourth quarter profit.</p><p>Used car e-commerce platform Carvana Co jumped 6.3% following its announcement that it expects a smaller current quarter loss as a result of cost-cutting measures.</p><p>Virgin Orbit Holdings Inc soared 33.1% following the satellite launch firm&#39;s announcement it is resuming operations.</p><p>Nike Inc dropped 4.9% after the sports apparel maker raised its full-year revenue outlook on Tuesday but warned of margin pressures.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.57-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted six new 52-week highs and 13 new lows; the Nasdaq Composite recorded 44 new highs and 179 new lows.</p><p>Volume on U.S. exchanges was 11.84 billion shares, compared with the 12.70 billion average over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/f1f794761a087bf2ad54a5db58e575c6\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues</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\">\nUS STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-23 04:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a widely expected 25 basis point policy hike, while hinting that it was on the verge of pausing future increases in view of recent turmoil in the financial sector.</p><p>The three major U.S. stock indexes, which were mostly directionless prior to the Fed announcement, jumped higher then deflated as investors digested the accompanying statement and Chair Jerome Powell&#39;s subsequent Q&amp;A session.</p><p>By closing bell, all three indexes were off more than 1.6%.</p><p>&#34;The market was encouraged when it heard that the Fed had considered pausing completely and then it was disappointed when Powell clarified that their hands weren’t tied and that they can keep raising rates if they need to,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>In the Fed&#39;s statement, the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> said some additional tightening might be possible, but suggested it was on the verge of pausing future hikes in view of recent turmoil in the financial sector.</p><p>Gains pared during Powell&#39;s remarks and Q&amp;A session in which he vowed to use all available tools to keep the banking system sound, but reiterated the central bank&#39;s commitment to reining in inflation.</p><p>&#34;The indexes whipsaw because there’s so much at stake, being the first to evaluate the impact of the statement and the subsequent press conference,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Maybe investors were expecting the Fed to stop with this hike, expressing their displeasure that rate hikes might continue for <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two more meetings.&#34;</p><p>Worries persist that the Fed&#39;s aggressive battle against inflation could tip the economy into recession, and recent turmoil in the banking sector, sparked by failures of <a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a>, have exacerbated those fears.</p><p>The sell-off was exacerbated by Treasury Secretary Janet Yellen&#39;s remarks before lawmakers that the Federal Deposit Insurance Corporation (FDIC) was not considering &#34;blanket insurance&#34; for deposits arising from recent strife in the sector.</p><p>The Dow Jones Industrial Average fell 530.49 points, or 1.63%, to 32,030.11, the S&amp;P 500 lost 65.9 points, or 1.65%, to 3,936.97 and the Nasdaq Composite dropped 190.15 points, or 1.6%, to 11,669.96.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in negative territory, with real estate    suffering the steepest percentage drop, its largest one-day plunge since Sept. 13.</p><p>The banking sector reversed course after a two-session rebound, with the S&amp;P Banks index and the KBW Regional Bank index off 3.7% and 5.3%, respectively.</p><p>Shares of First Republic slipped 15.5 % in volatile trade amid worries that it may need to downsize or seek government support.</p><p>Pacific Western Bank announced it had raised $1.4 billion from investment firm Atlas SP Partners. Its shares dropped 17.1%.</p><p>Western Alliance Bancorp fell 5.0%.</p><p>Retail darling GameStop Corp surged 35.2% after posting a surprise fourth quarter profit.</p><p>Used car e-commerce platform Carvana Co jumped 6.3% following its announcement that it expects a smaller current quarter loss as a result of cost-cutting measures.</p><p>Virgin Orbit Holdings Inc soared 33.1% following the satellite launch firm&#39;s announcement it is resuming operations.</p><p>Nike Inc dropped 4.9% after the sports apparel maker raised its full-year revenue outlook on Tuesday but warned of margin pressures.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.57-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted six new 52-week highs and 13 new lows; the Nasdaq Composite recorded 44 new highs and 179 new lows.</p><p>Volume on U.S. exchanges was 11.84 billion shares, compared with the 12.70 billion average over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/f1f794761a087bf2ad54a5db58e575c6\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","DDM":"道指两倍做多ETF","FOMC":"FOMO CORP.","OEF":"标普100指数ETF-iShares","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SDOW":"道指三倍做空ETF-ProShares","POWL":"Powell Industries","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321391894","content_text":"Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a widely expected 25 basis point policy hike, while hinting that it was on the verge of pausing future increases in view of recent turmoil in the financial sector.The three major U.S. stock indexes, which were mostly directionless prior to the Fed announcement, jumped higher then deflated as investors digested the accompanying statement and Chair Jerome Powell's subsequent Q&A session.By closing bell, all three indexes were off more than 1.6%.\"The market was encouraged when it heard that the Fed had considered pausing completely and then it was disappointed when Powell clarified that their hands weren’t tied and that they can keep raising rates if they need to,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.In the Fed's statement, the members of the Federal Open Markets Committee $(FOMC)$ said some additional tightening might be possible, but suggested it was on the verge of pausing future hikes in view of recent turmoil in the financial sector.Gains pared during Powell's remarks and Q&A session in which he vowed to use all available tools to keep the banking system sound, but reiterated the central bank's commitment to reining in inflation.\"The indexes whipsaw because there’s so much at stake, being the first to evaluate the impact of the statement and the subsequent press conference,\" said Sam Stovall, chief investment strategist of CFRA Research in New York. \"Maybe investors were expecting the Fed to stop with this hike, expressing their displeasure that rate hikes might continue for one or two more meetings.\"Worries persist that the Fed's aggressive battle against inflation could tip the economy into recession, and recent turmoil in the banking sector, sparked by failures of SVB Financial Group and Signature Bank, have exacerbated those fears.The sell-off was exacerbated by Treasury Secretary Janet Yellen's remarks before lawmakers that the Federal Deposit Insurance Corporation (FDIC) was not considering \"blanket insurance\" for deposits arising from recent strife in the sector.The Dow Jones Industrial Average fell 530.49 points, or 1.63%, to 32,030.11, the S&P 500 lost 65.9 points, or 1.65%, to 3,936.97 and the Nasdaq Composite dropped 190.15 points, or 1.6%, to 11,669.96.All 11 major sectors of the S&P 500 ended the session deep in negative territory, with real estate    suffering the steepest percentage drop, its largest one-day plunge since Sept. 13.The banking sector reversed course after a two-session rebound, with the S&P Banks index and the KBW Regional Bank index off 3.7% and 5.3%, respectively.Shares of First Republic slipped 15.5 % in volatile trade amid worries that it may need to downsize or seek government support.Pacific Western Bank announced it had raised $1.4 billion from investment firm Atlas SP Partners. Its shares dropped 17.1%.Western Alliance Bancorp fell 5.0%.Retail darling GameStop Corp surged 35.2% after posting a surprise fourth quarter profit.Used car e-commerce platform Carvana Co jumped 6.3% following its announcement that it expects a smaller current quarter loss as a result of cost-cutting measures.Virgin Orbit Holdings Inc soared 33.1% following the satellite launch firm's announcement it is resuming operations.Nike Inc dropped 4.9% after the sports apparel maker raised its full-year revenue outlook on Tuesday but warned of margin pressures.Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.57-to-1 ratio favored decliners.The S&P 500 posted six new 52-week highs and 13 new lows; the Nasdaq Composite recorded 44 new highs and 179 new lows.Volume on U.S. exchanges was 11.84 billion shares, compared with the 12.70 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943504260,"gmtCreate":1679532022951,"gmtModify":1679532026451,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943504260","repostId":"2321916015","repostType":4,"repost":{"id":"2321916015","pubTimestamp":1679528308,"share":"https://www.laohu8.com/m/news/2321916015?lang=&edition=full","pubTime":"2023-03-23 07:38","market":"us","language":"en","title":"After-Hours Stock Movers: Steelcase, KB Home Gain Post Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2321916015","media":"StreetInsider","summary":"After-Hours Stock Movers:Steelcase (NYSE: SCS) 8% HIGHER; reported Q4 EPS of $0.19, $0.08 better tha","content":"<html><head></head><body><p><b>After-Hours Stock Movers:</b></p><p>Steelcase (NYSE: SCS) 8% HIGHER; reported Q4 EPS of $0.19, $0.08 better than the analyst estimate of $0.11. Revenue for the quarter came in at $801.7 million versus the consensus estimate of $750.73 million. Steelcase sees Q1 2024 EPS of $0.01-$0.05, versus the consensus of $0.00. Steelcase sees FY2024 EPS of $0.55-$0.75, versus the consensus of $0.59.</p><p>89bio, Inc. (Nasdaq: ETNB) 5% HIGHER; adds to intra-day gains after it commenced an underwritten public offering of $200 million of shares of its common stock or, in lieu of common stock to certain investors that so choose, pre-funded warrants to purchase shares of its common stock.</p><p><a href=\"https://laohu8.com/S/MLKN\">MillerKnoll</a>, Inc. (NASDAQ: MLKN) 4% LOWER; reported Q3 EPS of $0.54, $0.12 better than the analyst estimate of $0.42. Revenue for the quarter came in at $984.7 million versus the consensus estimate of $999.06 million. MillerKnoll, Inc. sees Q4 2023 EPS of $0.37-$0.43, versus the consensus of $0.58. MillerKnoll, Inc. sees Q4 2023 revenue of $930-970 million, versus the consensus of $1027 million.</p><p><a href=\"https://laohu8.com/S/KBH\">KB Home</a> (NYSE: KBH) 3% HIGHER; reported Q1 EPS of $1.45, $0.30 better than the analyst estimate of $1.15. Revenue for the quarter came in at $1.38 billion versus the consensus estimate of $1.31 billion.</p><p>Chewy (NYSE: CHWY) 1% LOWER; reported Q4 EPS of $0.16, $0.27 better than the analyst estimate of ($0.11). Revenue for the quarter came in at $2.71 billion versus the consensus estimate of $2.64 billion.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers: Steelcase, KB Home Gain Post Earnings</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\">\nAfter-Hours Stock Movers: Steelcase, KB Home Gain Post Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21406742><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Steelcase (NYSE: SCS) 8% HIGHER; reported Q4 EPS of $0.19, $0.08 better than the analyst estimate of $0.11. Revenue for the quarter came in at $801.7 million versus the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21406742\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETNB":"89Bio, Inc.","SCS":"Steelcase Inc.","MLKN":"MillerKnoll","KB":"韩国国民银行","CHWY":"Chewy, Inc.","KBH":"KB Home"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21406742","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321916015","content_text":"After-Hours Stock Movers:Steelcase (NYSE: SCS) 8% HIGHER; reported Q4 EPS of $0.19, $0.08 better than the analyst estimate of $0.11. Revenue for the quarter came in at $801.7 million versus the consensus estimate of $750.73 million. Steelcase sees Q1 2024 EPS of $0.01-$0.05, versus the consensus of $0.00. Steelcase sees FY2024 EPS of $0.55-$0.75, versus the consensus of $0.59.89bio, Inc. (Nasdaq: ETNB) 5% HIGHER; adds to intra-day gains after it commenced an underwritten public offering of $200 million of shares of its common stock or, in lieu of common stock to certain investors that so choose, pre-funded warrants to purchase shares of its common stock.MillerKnoll, Inc. (NASDAQ: MLKN) 4% LOWER; reported Q3 EPS of $0.54, $0.12 better than the analyst estimate of $0.42. Revenue for the quarter came in at $984.7 million versus the consensus estimate of $999.06 million. MillerKnoll, Inc. sees Q4 2023 EPS of $0.37-$0.43, versus the consensus of $0.58. MillerKnoll, Inc. sees Q4 2023 revenue of $930-970 million, versus the consensus of $1027 million.KB Home (NYSE: KBH) 3% HIGHER; reported Q1 EPS of $1.45, $0.30 better than the analyst estimate of $1.15. Revenue for the quarter came in at $1.38 billion versus the consensus estimate of $1.31 billion.Chewy (NYSE: CHWY) 1% LOWER; reported Q4 EPS of $0.16, $0.27 better than the analyst estimate of ($0.11). Revenue for the quarter came in at $2.71 billion versus the consensus estimate of $2.64 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}