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HeyJJ

HeyJJ

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2023-06-05

Sour grape 🍇

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2022-11-10

Chiong arh!!

U.S. CPI Rose 7.7% in October, Less Than Expected

2022-06-13

$Apple(AAPL)$View on Apple(AAPL)BullishBearish

2022-06-13

$NVIDIA Corp(NVDA)$Jialat arh!!

2022-05-24

Buy or not har??[Facepalm] [Facepalm]

Nvidia Stock Before Earnings: Buy or Sell?

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grape 🍇&nbsp;","listText":"Sour grape 🍇&nbsp;","text":"Sour grape 🍇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184133762949200","repostId":"2340328704","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960374147,"gmtCreate":1668087233189,"gmtModify":1676538010314,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"Chiong arh!!","listText":"Chiong arh!!","text":"Chiong arh!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960374147","repostId":"1154298804","repostType":4,"repost":{"id":"1154298804","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1668095341,"share":"https://ttm.financial/m/news/1154298804?lang=&edition=fundamental","pubTime":"2022-11-10 23:49","market":"us","language":"en","title":"U.S. CPI Rose 7.7% in October, Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1154298804","media":"Tiger Newspress","summary":"The consumer price index rose less than expected in October, an indication that while inflation is s","content":"<html><head></head><body><p>The consumer price index rose less than expected in October, an indication that while inflation is still a threat to the U.S. economy, pressures could be starting to cool.</p><p>The consumer price index, a broad-based measure of goods and services costs, increased 0.4% for the month and 7.7% from a year ago. 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Treasury yields fell sharply, with the policy-sensitive two-year note tumbling 0.22 percentage points to 4.41%.</p><p>“The trend in inflation is a welcome development, so that’s great news in terms of the report,” said Michael Arone, chief investment strategist at State Street Global Advisors. “However, investors are still gullible and they are still impatiently waiting for the Powell pivot, and I’m not sure it’s coming anytime soon. So I think this morning’s enthusiasm is a bit of an overreaction.”</p><p>The “Powell pivot” comment refers to market expectations that Federal Reserve Chairman Jerome Powell and his central bank colleagues soon will slow or stop the aggressive pace of interest rate increases they’ve been deploying to try to bring down inflation.</p><p>Even with the slowdown in the inflation rate, it still remains well above the Fed’s 2% target, and several areas of the report show that the cost of living remains high.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. CPI Rose 7.7% in October, Less Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. CPI Rose 7.7% in October, Less Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-10 23:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The consumer price index rose less than expected in October, an indication that while inflation is still a threat to the U.S. economy, pressures could be starting to cool.</p><p>The consumer price index, a broad-based measure of goods and services costs, increased 0.4% for the month and 7.7% from a year ago. Respective estimates from Dow Jones were for increases of 0.6% and 7.9%.</p><p>Excluding volatile food and energy costs, so-called core CPI increased 0.3% for the month and 6.3% on an annual basis, compared to respective estimates of 0.5% and 6.5%.</p><p><img src=\"https://static.tigerbbs.com/0c38c636101e76c798f0e2e52a796cba\" tg-width=\"570\" tg-height=\"114\" referrerpolicy=\"no-referrer\"/>A 2.4% decline in used vehicle prices helped bring down the inflation figures. Apparel prices fell 0.7% and medical care services were lower by 0.6%.</p><p>Markets reacted sharply to the report, with futures tied to the Dow Jones Industrial Average up more than 800 points. Treasury yields fell sharply, with the policy-sensitive two-year note tumbling 0.22 percentage points to 4.41%.</p><p>“The trend in inflation is a welcome development, so that’s great news in terms of the report,” said Michael Arone, chief investment strategist at State Street Global Advisors. “However, investors are still gullible and they are still impatiently waiting for the Powell pivot, and I’m not sure it’s coming anytime soon. So I think this morning’s enthusiasm is a bit of an overreaction.”</p><p>The “Powell pivot” comment refers to market expectations that Federal Reserve Chairman Jerome Powell and his central bank colleagues soon will slow or stop the aggressive pace of interest rate increases they’ve been deploying to try to bring down inflation.</p><p>Even with the slowdown in the inflation rate, it still remains well above the Fed’s 2% target, and several areas of the report show that the cost of living remains high.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154298804","content_text":"The consumer price index rose less than expected in October, an indication that while inflation is still a threat to the U.S. economy, pressures could be starting to cool.The consumer price index, a broad-based measure of goods and services costs, increased 0.4% for the month and 7.7% from a year ago. Respective estimates from Dow Jones were for increases of 0.6% and 7.9%.Excluding volatile food and energy costs, so-called core CPI increased 0.3% for the month and 6.3% on an annual basis, compared to respective estimates of 0.5% and 6.5%.A 2.4% decline in used vehicle prices helped bring down the inflation figures. Apparel prices fell 0.7% and medical care services were lower by 0.6%.Markets reacted sharply to the report, with futures tied to the Dow Jones Industrial Average up more than 800 points. Treasury yields fell sharply, with the policy-sensitive two-year note tumbling 0.22 percentage points to 4.41%.“The trend in inflation is a welcome development, so that’s great news in terms of the report,” said Michael Arone, chief investment strategist at State Street Global Advisors. “However, investors are still gullible and they are still impatiently waiting for the Powell pivot, and I’m not sure it’s coming anytime soon. So I think this morning’s enthusiasm is a bit of an overreaction.”The “Powell pivot” comment refers to market expectations that Federal Reserve Chairman Jerome Powell and his central bank colleagues soon will slow or stop the aggressive pace of interest rate increases they’ve been deploying to try to bring down inflation.Even with the slowdown in the inflation rate, it still remains well above the Fed’s 2% target, and several areas of the report show that the cost of living remains high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052348516,"gmtCreate":1655130599335,"gmtModify":1676535567045,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>View on Apple(AAPL)BullishBearish","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>View on Apple(AAPL)BullishBearish","text":"$Apple(AAPL)$View on Apple(AAPL)BullishBearish","images":[{"img":"https://community-static.tradeup.com/news/bc6b392260a85ca0c5d894bfbd1c4718","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052348516","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052349758,"gmtCreate":1655130382574,"gmtModify":1676535566977,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Jialat arh!!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Jialat arh!!","text":"$NVIDIA Corp(NVDA)$Jialat arh!!","images":[{"img":"https://community-static.tradeup.com/news/9239ce3510e15947ff6dc22f30b1d6b2","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052349758","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9026551371,"gmtCreate":1653404224793,"gmtModify":1676535275777,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"Buy or not har??[Facepalm]&nbsp;[Facepalm]&nbsp;","listText":"Buy or not har??[Facepalm]&nbsp;[Facepalm]&nbsp;","text":"Buy or not har??[Facepalm] [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026551371","repostId":"2237336747","repostType":4,"repost":{"id":"2237336747","kind":"highlight","pubTimestamp":1653377404,"share":"https://ttm.financial/m/news/2237336747?lang=&edition=fundamental","pubTime":"2022-05-24 15:30","market":"us","language":"en","title":"Nvidia Stock Before Earnings: Buy or Sell?","url":"https://stock-news.laohu8.com/highlight/detail?id=2237336747","media":"Motley Fool","summary":"The graphics specialist heads into its quarterly report with a lot of uncertainty.","content":"<html><head></head><body><p><b>Nvidia</b> stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday when the company releases its fiscal 2023 first-quarter results (for the three months that ended on April 30).</p><p>A situation involving a near-term risk in the graphics processing unit (GPU) market seems to have spooked investors going into Nvidia&#39;s upcoming quarterly report. So, should Nvidia investors jump ship before the company releases its results to avoid further potential losses? Or should savvy investors looking for a long-term growth play take advantage of Nvidia&#39;s slip and buy the stock given its relatively attractive valuation?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Reasons to sell Nvidia stock</h2><p>Consumer electronics company Asus recently pointed out that the demand for graphics cards used by cryptocurrency miners is cooling down. Though the company believes that the demand for gaming GPUs continues to remain strong, Nvidia investors should be a worried lot as the chip giant has been hurt badly in the past thanks to weak cryptocurrency GPU demand.</p><p>Jon Peddie Research estimates miners accounted for a quarter of GPU sales in the first half of 2021. Additionally, it won&#39;t be surprising to see preowned graphics cards used by cryptocurrency miners flood the market. Such a scenario means a nice chunk of GPU sales could disappear and shrink Nvidia&#39;s addressable market. Throw in the fact that sales of personal computers are slowing down, and it is easy to see why Nvidia is heading into its quarterly report in a challenging environment.</p><p>Market research company IDC estimates sales of PCs were down 5.1% in the first quarter of 2022 following two years of solid growth. Declining PC sales would further restrict sales of graphics cards as Nvidia will have a smaller pool of customers to whom it could sell its GPUs. All of this indicates that Nvidia&#39;s video gaming business may be headed for a near-term slowdown.</p><p>The company generated $12.5 billion in revenue from its gaming business in fiscal 2022, up 61% from the prior year. So, any weakness on this front could derail the company&#39;s impressive growth momentum and cause the stock to lose more ground considering its rich valuation.</p><p>Nvidia stock is trading at 44 times trailing earnings, which is expensive when compared to the <b>Nasdaq-100</b>&#39;s earnings multiple of 26. As such, Nvidia needs to deliver a solid set of results and back it up with eye-popping guidance if it wants to turn its fortunes around on the stock market.</p><h2>Reasons to buy before earnings</h2><p>Nvidia stock is expensive when compared to the index, but investors shouldn&#39;t forget that it was trading at 90 times earnings last year. What&#39;s more, Nvidia&#39;s price-to-earnings ratio is lower than its five-year average multiple of 58. So, savvy investors are getting a relatively good deal on Nvidia stock right now.</p><p>They may consider grabbing this opportunity as, despite the headwinds in the gaming GPU market, Nvidia&#39;s guidance indicates that it could deliver another quarter of robust growth. The company expects to deliver $8.1 billion in fiscal Q1 revenue along with an adjusted gross margin of 67%.</p><p>Nvidia had delivered $5.66 billion in revenue in the year-ago period along with an adjusted gross margin of 66.2%. So, Nvidia&#39;s revenue is expected to rise 43% year over year. Analysts expect that robust increase to translate into a year-over-year earnings increase of nearly 42% to $1.29 per share.</p><p>It won&#39;t be surprising to see Nvidia back up such impressive growth with healthy guidance thanks to its fast-growing data center business, which complements the growth of the gaming segment. The data center segment was Nvidia&#39;s second-largest business in fiscal 2022 as it produced 39% of its total revenue. The company&#39;s data center revenue increased 58% last fiscal year to a record $10.6 billion. Investors can expect another solid year from the data center business thanks to the growing demand for server GPUs, which is a market Nvidia dominates.</p><p>Meanwhile, the automotive business could give Nvidia another shot in the arm. The company sees a $300 billion addressable revenue opportunity in the automotive market, and the good part is that it has already started taking advantage of it. Throw in other emerging opportunities such as the metaverse, and it is easy to see that Nvidia is well placed to overcome any potential weaknesses in one part of its business thanks to the multiple opportunities it is sitting on.</p><p>As such, investors looking to buy a semiconductor stock for the long run may think of buying Nvidia stock irrespective of any near-term headwinds. The stock is trading at a relatively attractive valuation now and its long-term growth story remains intact.</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>Nvidia Stock Before Earnings: Buy or Sell?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Before Earnings: Buy or Sell?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237336747","content_text":"Nvidia stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday when the company releases its fiscal 2023 first-quarter results (for the three months that ended on April 30).A situation involving a near-term risk in the graphics processing unit (GPU) market seems to have spooked investors going into Nvidia's upcoming quarterly report. So, should Nvidia investors jump ship before the company releases its results to avoid further potential losses? Or should savvy investors looking for a long-term growth play take advantage of Nvidia's slip and buy the stock given its relatively attractive valuation?Image source: Getty Images.Reasons to sell Nvidia stockConsumer electronics company Asus recently pointed out that the demand for graphics cards used by cryptocurrency miners is cooling down. Though the company believes that the demand for gaming GPUs continues to remain strong, Nvidia investors should be a worried lot as the chip giant has been hurt badly in the past thanks to weak cryptocurrency GPU demand.Jon Peddie Research estimates miners accounted for a quarter of GPU sales in the first half of 2021. Additionally, it won't be surprising to see preowned graphics cards used by cryptocurrency miners flood the market. Such a scenario means a nice chunk of GPU sales could disappear and shrink Nvidia's addressable market. Throw in the fact that sales of personal computers are slowing down, and it is easy to see why Nvidia is heading into its quarterly report in a challenging environment.Market research company IDC estimates sales of PCs were down 5.1% in the first quarter of 2022 following two years of solid growth. Declining PC sales would further restrict sales of graphics cards as Nvidia will have a smaller pool of customers to whom it could sell its GPUs. All of this indicates that Nvidia's video gaming business may be headed for a near-term slowdown.The company generated $12.5 billion in revenue from its gaming business in fiscal 2022, up 61% from the prior year. So, any weakness on this front could derail the company's impressive growth momentum and cause the stock to lose more ground considering its rich valuation.Nvidia stock is trading at 44 times trailing earnings, which is expensive when compared to the Nasdaq-100's earnings multiple of 26. As such, Nvidia needs to deliver a solid set of results and back it up with eye-popping guidance if it wants to turn its fortunes around on the stock market.Reasons to buy before earningsNvidia stock is expensive when compared to the index, but investors shouldn't forget that it was trading at 90 times earnings last year. What's more, Nvidia's price-to-earnings ratio is lower than its five-year average multiple of 58. So, savvy investors are getting a relatively good deal on Nvidia stock right now.They may consider grabbing this opportunity as, despite the headwinds in the gaming GPU market, Nvidia's guidance indicates that it could deliver another quarter of robust growth. The company expects to deliver $8.1 billion in fiscal Q1 revenue along with an adjusted gross margin of 67%.Nvidia had delivered $5.66 billion in revenue in the year-ago period along with an adjusted gross margin of 66.2%. So, Nvidia's revenue is expected to rise 43% year over year. Analysts expect that robust increase to translate into a year-over-year earnings increase of nearly 42% to $1.29 per share.It won't be surprising to see Nvidia back up such impressive growth with healthy guidance thanks to its fast-growing data center business, which complements the growth of the gaming segment. The data center segment was Nvidia's second-largest business in fiscal 2022 as it produced 39% of its total revenue. The company's data center revenue increased 58% last fiscal year to a record $10.6 billion. Investors can expect another solid year from the data center business thanks to the growing demand for server GPUs, which is a market Nvidia dominates.Meanwhile, the automotive business could give Nvidia another shot in the arm. The company sees a $300 billion addressable revenue opportunity in the automotive market, and the good part is that it has already started taking advantage of it. Throw in other emerging opportunities such as the metaverse, and it is easy to see that Nvidia is well placed to overcome any potential weaknesses in one part of its business thanks to the multiple opportunities it is sitting on.As such, investors looking to buy a semiconductor stock for the long run may think of buying Nvidia stock irrespective of any near-term headwinds. The stock is trading at a relatively attractive valuation now and its long-term growth story remains intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9960374147,"gmtCreate":1668087233189,"gmtModify":1676538010314,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"Chiong arh!!","listText":"Chiong arh!!","text":"Chiong arh!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960374147","repostId":"1154298804","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184133762949200,"gmtCreate":1685978368565,"gmtModify":1685978375420,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"Sour grape 🍇&nbsp;","listText":"Sour grape 🍇&nbsp;","text":"Sour grape 🍇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184133762949200","repostId":"2340328704","repostType":4,"repost":{"id":"2340328704","kind":"highlight","pubTimestamp":1685958422,"share":"https://ttm.financial/m/news/2340328704?lang=&edition=fundamental","pubTime":"2023-06-05 17:47","market":"us","language":"en","title":"Nvidia Stock: Over-Pumped - The Selloff May Be Painful","url":"https://stock-news.laohu8.com/highlight/detail?id=2340328704","media":"Seeking Alpha","summary":"SummaryNvidia Corporation has ripped and charted new heights way above the previous November 2021 to","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Nvidia Corporation has ripped and charted new heights way above the previous November 2021 top, thanks to the Q1 FY2024 double beats and management&#39;s stellar forward guidance.</p></li><li><p>The demand for AI chips appears to be at a fever pitch, boosting Nvidia Corporation&#39;s projected Q2 FY2024 top line by +54% QoQ/ +64% YoY, returning to its previous high-growth cadence.</p></li><li><p>However, with the massive optimism baked into its valuations and stock prices, Mr. Market may have temporarily forgotten how painfully the tech bubble popped in 2022.</p></li><li><p>For now, it seems that peak irrationality, recessionary fears, and generative AI hype may have unnaturally boosted Nvidia Corporation&#39;s prospects in the intermediate term.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f554461592db9aebfef2568d6c5ed4e5\" alt=\"DNY59/E+ via Getty Images\" title=\"DNY59/E+ via Getty Images\" tg-width=\"750\" tg-height=\"563\"/><span>DNY59/E+ via Getty Images</span></p><h2>The AI Investment Thesis Is Too Volatile At These Heights</h2><p><strong>NVDA 2Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf997cc0e86c48e9b23bb45a3c2e1e6\" alt=\"TradingView\" title=\"TradingView\" tg-width=\"640\" tg-height=\"368\"/><span>TradingView</span></p><p>It appears that the market and investors alike have chosen to be somewhat irrational again, pushing NVIDIA Corporation (NASDAQ:NVDA) to its highest-ever stock price of $401.11 at the time of writing.</p><p>Either way, the rally is partly attributed to the hype surrounding artificial intelligence, or AI, since the launch of ChatGPT in November 2022, further boosted by the management&#39;s stellar FQ1&#39;24 double beats and FQ2&#39;24 forward guidance.</p><p>NVDA has guided an eye-popping revenue of $11B (+52.9% QoQ/ +64.1% YoY) for the next quarter, well exceeding the consensus estimates by +54.7%. This is on top of the expanding GAAP gross margins of 68.6% (+4 points QoQ/ +25.1 YoY) and GAAP operating income of approximately $4.83B (+125.7% QoQ/ +867.9% YoY).</p><p>These numbers deserve applause indeed, as evidenced by the massive pop in its stock prices. Based on CEO Jensen Huang&#39;s commentary here, it seems that the age of CPUs may finally be over, with the insatiable demand for generative AI and computing capacity triggering the redesign of data centers toward GPUs.</p><p><strong>NVDA&#39;s Head &amp; Shoulder Pattern In 2021/ 2022</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d112e6e6dbd2fbdff933deb3afc51071\" alt=\"TradingView\" title=\"TradingView\" tg-width=\"640\" tg-height=\"340\"/><span>TradingView</span></p><p>However, here is where we prefer to exercise caution. This cadence is highly reminiscent of NVDA&#39;s previous head and shoulder pattern in November 2021, with it reaching its peak within a short period of time and a plunge occurring after the optimism is moderated.</p><p>While we remain optimistic about the AI supercycle, it is uncertain if NVDA&#39;s jump in demand is sustainable over the next few years, supporting its stock&#39;s new heights at a time of recession. With the stock bordering overvaluation, there may be a minimal margin of safety for adding here, in our view.</p><p>Then again, part of the enthusiasm may be attributed to the early recovery in NVDA&#39;s other offerings, including the Gaming segment at $2.24B (+22% QoQ/ -38% YoY), Professional Visualization at $295M (+31% QoQ/ -53% YoY), and Automotive at $296M (+1% QoQ/ +114% YoY) for the latest quarter.</p><p>We must also highlight that the latter now boasts a design win pipeline of $14B (+27.2% YoY) through 2029, with the world&#39;s largest electric vehicle (&#34;EV&#34;) maker by volume, BYD Company Limited (OTCPK:BYDDY), set to adopt NVIDIA Drive Orin across its next generational series. With BYD projected to achieve EV sales of up to 10M by 2030, at an accelerated CAGR of 23.40%, we believe NVDA&#39;s partnership with the former may trigger a robust automotive tailwind ahead.</p><p>Now, back to NVDA&#39;s AI strategy, it records an exemplary data center revenue of $4.28B (+18.2% QoQ/ +14.1% YoY), thanks to the growing demand for generative AI. It appears that the latter is also outstripping supply, with the management &#34;significantly increasing supply to meet surging demand&#34; for its entire data center family of products.</p><p>It appears that the Jensen-Huang-led company is aggressively eating its competitors&#39; lunch by the latest quarter as well. Both Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) reported underwhelming data center performances at revenues of $1.29B (-21.8% QoQ/ inline YoY) and revenues of $3.7B (-39.3% QoQ/ -13.9% YoY), respectively.</p><p>Due to this cadence despite the flattish capex spend by many tech/ cloud companies, it may be safe to surmise that NVDA may further grow its market share in the discrete GPU market beyond the latest report of 85% in FQ4&#39;22 (-1 point QoQ/ +7 YoY). This further proves its semi/SaaS dominance and branding in the next semiconductor supercycle.</p><p><strong>NVDA 3Y EV/Revenue and P/E Valuations</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87590856bcf5aa6fec310f3c111bec2d\" alt=\"S&amp;P Capital IQ\" title=\"S&amp;P Capital IQ\" tg-width=\"640\" tg-height=\"248\"/><span>S&amp;P Capital IQ</span></p><p>However, does this mean that NVDA deserves its valuation? Let&#39;s compare it to its peers. The stock has recorded a new optimism in its already premium metrics, at EV/NTM Revenue of 19.79x and NTM P/E of 44.63x at the time of writing, against its 1Y mean of 16.03x and 44.85x, respectively. Notably, the recent peak of 26.03x and 69.72x is already near the stock&#39;s previous November 2021 peak of 28x and 72.98x, respectively.</p><p>Compared to its peers&#39; valuations, the stock is also expensive, suggesting Mr. Market&#39;s growing confidence in its forward execution/ high-growth cadence, despite the economic downturn.</p><p>In addition, the consensus estimates have already raised their NVDA estimates tremendously, to a top and bottom-line CAGR of 32.2% and 54.1% through FY2026 (CY2025), against the previous estimates of 20.6% and 54.9% respectively. These numbers are also notably accelerated against the hyper-pandemic cadence of 35.2% and 15.5% between FY2020 (CY2019) and FY2023 (CY2022).</p><p>Assuming that the Jensen Huang-led company is able to match the analysts&#39; lofty expectations over the next two years, we suppose the baked-in premium may be well worth it, supporting its accelerated computing and generative AI narrative.</p><p>On the one hand, we may safely assume a nearly doubled EPS to $1.80 in FQ2&#39;24 and H2&#39;24, due to the tremendous expansion in its operating income, with NVDA potentially generating a stellar adj EPS of $6.49 in FY2024 (+94.3% YoY), as highlighted by Colette Kress, the CFO of NVDA:</p><blockquote>So when we talk about our sequential growth that we&#39;re expecting between Q1 and Q2, our generative AI large language models are driving the surge in demand, and it&#39;s broad-based across both our consumer Internet companies, our CSPs, our enterprises, and our AI start-ups... This demand has extended our data center visibility out a few quarters and we have procured substantially higher supply for the second half of the year. (Seeking Alpha)</blockquote><p>On the other hand, immense expectations may also trigger immense disappointments if NVDA fails to deliver against the consensus&#39; heightened estimates, potentially triggering another flight to safety sell-off moving forward.</p><p>With a replacement cycle of every three years, we suppose the sudden boom in demand for generative AI and HPC chips may also be moderated rapidly to its historical trend, one that we have observed after the massive pull-forward demand for personal devices/ PCs during the remote work cadence in 2020 and 2021.</p><p>As a result of the minimal upside potential to our price target of $389, based on our aggressive FY2024 EPS projection and a normalized P/E of 60x, we prefer to rate the NVDA stock as a Hold for long-term investors.</p><p>We do not recommend anyone to chase the Nvidia Corporation rally here, since doing so naturally increases their dollar cost averages. Meanwhile, we have also taken some gains off the table to rebalance our portfolio here, since it is too early to tell if NVDA may sustain this momentum in the AI chips market.</p><p>Many other competitors such as Microsoft Corporation (MSFT), Google (GOOG, GOOGL), Amazon (AMZN), and Intel are already entering the intense AI chips competition, as highlighted in our previous AMD article here. Therefore, any market share losses may trigger further volatility in Nvidia Corporation&#39;s stock prices, in our view.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Over-Pumped - The Selloff May Be Painful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Over-Pumped - The Selloff May Be Painful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4608490-nvidia-stock-over-pumped-the-selloff-may-be-painful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia Corporation has ripped and charted new heights way above the previous November 2021 top, thanks to the Q1 FY2024 double beats and management's stellar forward guidance.The demand for AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4608490-nvidia-stock-over-pumped-the-selloff-may-be-painful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4525":"远程办公概念","BK4566":"资本集团","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4587":"ChatGPT概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1803068979.SGD":"FTIF - 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US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4528":"SaaS概念","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://seekingalpha.com/article/4608490-nvidia-stock-over-pumped-the-selloff-may-be-painful","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2340328704","content_text":"SummaryNvidia Corporation has ripped and charted new heights way above the previous November 2021 top, thanks to the Q1 FY2024 double beats and management's stellar forward guidance.The demand for AI chips appears to be at a fever pitch, boosting Nvidia Corporation's projected Q2 FY2024 top line by +54% QoQ/ +64% YoY, returning to its previous high-growth cadence.However, with the massive optimism baked into its valuations and stock prices, Mr. Market may have temporarily forgotten how painfully the tech bubble popped in 2022.For now, it seems that peak irrationality, recessionary fears, and generative AI hype may have unnaturally boosted Nvidia Corporation's prospects in the intermediate term.DNY59/E+ via Getty ImagesThe AI Investment Thesis Is Too Volatile At These HeightsNVDA 2Y Stock PriceTradingViewIt appears that the market and investors alike have chosen to be somewhat irrational again, pushing NVIDIA Corporation (NASDAQ:NVDA) to its highest-ever stock price of $401.11 at the time of writing.Either way, the rally is partly attributed to the hype surrounding artificial intelligence, or AI, since the launch of ChatGPT in November 2022, further boosted by the management's stellar FQ1'24 double beats and FQ2'24 forward guidance.NVDA has guided an eye-popping revenue of $11B (+52.9% QoQ/ +64.1% YoY) for the next quarter, well exceeding the consensus estimates by +54.7%. This is on top of the expanding GAAP gross margins of 68.6% (+4 points QoQ/ +25.1 YoY) and GAAP operating income of approximately $4.83B (+125.7% QoQ/ +867.9% YoY).These numbers deserve applause indeed, as evidenced by the massive pop in its stock prices. Based on CEO Jensen Huang's commentary here, it seems that the age of CPUs may finally be over, with the insatiable demand for generative AI and computing capacity triggering the redesign of data centers toward GPUs.NVDA's Head & Shoulder Pattern In 2021/ 2022TradingViewHowever, here is where we prefer to exercise caution. This cadence is highly reminiscent of NVDA's previous head and shoulder pattern in November 2021, with it reaching its peak within a short period of time and a plunge occurring after the optimism is moderated.While we remain optimistic about the AI supercycle, it is uncertain if NVDA's jump in demand is sustainable over the next few years, supporting its stock's new heights at a time of recession. With the stock bordering overvaluation, there may be a minimal margin of safety for adding here, in our view.Then again, part of the enthusiasm may be attributed to the early recovery in NVDA's other offerings, including the Gaming segment at $2.24B (+22% QoQ/ -38% YoY), Professional Visualization at $295M (+31% QoQ/ -53% YoY), and Automotive at $296M (+1% QoQ/ +114% YoY) for the latest quarter.We must also highlight that the latter now boasts a design win pipeline of $14B (+27.2% YoY) through 2029, with the world's largest electric vehicle (\"EV\") maker by volume, BYD Company Limited (OTCPK:BYDDY), set to adopt NVIDIA Drive Orin across its next generational series. With BYD projected to achieve EV sales of up to 10M by 2030, at an accelerated CAGR of 23.40%, we believe NVDA's partnership with the former may trigger a robust automotive tailwind ahead.Now, back to NVDA's AI strategy, it records an exemplary data center revenue of $4.28B (+18.2% QoQ/ +14.1% YoY), thanks to the growing demand for generative AI. It appears that the latter is also outstripping supply, with the management \"significantly increasing supply to meet surging demand\" for its entire data center family of products.It appears that the Jensen-Huang-led company is aggressively eating its competitors' lunch by the latest quarter as well. Both Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) reported underwhelming data center performances at revenues of $1.29B (-21.8% QoQ/ inline YoY) and revenues of $3.7B (-39.3% QoQ/ -13.9% YoY), respectively.Due to this cadence despite the flattish capex spend by many tech/ cloud companies, it may be safe to surmise that NVDA may further grow its market share in the discrete GPU market beyond the latest report of 85% in FQ4'22 (-1 point QoQ/ +7 YoY). This further proves its semi/SaaS dominance and branding in the next semiconductor supercycle.NVDA 3Y EV/Revenue and P/E ValuationsS&P Capital IQHowever, does this mean that NVDA deserves its valuation? Let's compare it to its peers. The stock has recorded a new optimism in its already premium metrics, at EV/NTM Revenue of 19.79x and NTM P/E of 44.63x at the time of writing, against its 1Y mean of 16.03x and 44.85x, respectively. Notably, the recent peak of 26.03x and 69.72x is already near the stock's previous November 2021 peak of 28x and 72.98x, respectively.Compared to its peers' valuations, the stock is also expensive, suggesting Mr. Market's growing confidence in its forward execution/ high-growth cadence, despite the economic downturn.In addition, the consensus estimates have already raised their NVDA estimates tremendously, to a top and bottom-line CAGR of 32.2% and 54.1% through FY2026 (CY2025), against the previous estimates of 20.6% and 54.9% respectively. These numbers are also notably accelerated against the hyper-pandemic cadence of 35.2% and 15.5% between FY2020 (CY2019) and FY2023 (CY2022).Assuming that the Jensen Huang-led company is able to match the analysts' lofty expectations over the next two years, we suppose the baked-in premium may be well worth it, supporting its accelerated computing and generative AI narrative.On the one hand, we may safely assume a nearly doubled EPS to $1.80 in FQ2'24 and H2'24, due to the tremendous expansion in its operating income, with NVDA potentially generating a stellar adj EPS of $6.49 in FY2024 (+94.3% YoY), as highlighted by Colette Kress, the CFO of NVDA:So when we talk about our sequential growth that we're expecting between Q1 and Q2, our generative AI large language models are driving the surge in demand, and it's broad-based across both our consumer Internet companies, our CSPs, our enterprises, and our AI start-ups... This demand has extended our data center visibility out a few quarters and we have procured substantially higher supply for the second half of the year. (Seeking Alpha)On the other hand, immense expectations may also trigger immense disappointments if NVDA fails to deliver against the consensus' heightened estimates, potentially triggering another flight to safety sell-off moving forward.With a replacement cycle of every three years, we suppose the sudden boom in demand for generative AI and HPC chips may also be moderated rapidly to its historical trend, one that we have observed after the massive pull-forward demand for personal devices/ PCs during the remote work cadence in 2020 and 2021.As a result of the minimal upside potential to our price target of $389, based on our aggressive FY2024 EPS projection and a normalized P/E of 60x, we prefer to rate the NVDA stock as a Hold for long-term investors.We do not recommend anyone to chase the Nvidia Corporation rally here, since doing so naturally increases their dollar cost averages. Meanwhile, we have also taken some gains off the table to rebalance our portfolio here, since it is too early to tell if NVDA may sustain this momentum in the AI chips market.Many other competitors such as Microsoft Corporation (MSFT), Google (GOOG, GOOGL), Amazon (AMZN), and Intel are already entering the intense AI chips competition, as highlighted in our previous AMD article here. Therefore, any market share losses may trigger further volatility in Nvidia Corporation's stock prices, in our view.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052349758,"gmtCreate":1655130382574,"gmtModify":1676535566977,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Jialat arh!!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Jialat arh!!","text":"$NVIDIA Corp(NVDA)$Jialat arh!!","images":[{"img":"https://community-static.tradeup.com/news/9239ce3510e15947ff6dc22f30b1d6b2","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052349758","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052348516,"gmtCreate":1655130599335,"gmtModify":1676535567045,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>View on Apple(AAPL)BullishBearish","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>View on Apple(AAPL)BullishBearish","text":"$Apple(AAPL)$View on Apple(AAPL)BullishBearish","images":[{"img":"https://community-static.tradeup.com/news/bc6b392260a85ca0c5d894bfbd1c4718","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052348516","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9026551371,"gmtCreate":1653404224793,"gmtModify":1676535275777,"author":{"id":"4116417927138752","authorId":"4116417927138752","name":"HeyJJ","avatar":"https://community-static.tradeup.com/news/0045c48a7632c8ebea8b2e610bc6c225","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116417927138752","authorIdStr":"4116417927138752"},"themes":[],"htmlText":"Buy or not har??[Facepalm]&nbsp;[Facepalm]&nbsp;","listText":"Buy or not har??[Facepalm]&nbsp;[Facepalm]&nbsp;","text":"Buy or not har??[Facepalm] [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026551371","repostId":"2237336747","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}