Pocariciro personal page - To The Moon

Pocariciro

Pocariciro

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02-19

[USD] [USD] [USD] [USD] [USD]

2023-10-25

TQQQ

Up up up up up #TQQQ

2023-04-11

$Nasdaq100 Bull 3X ETF(TQQQ)$

2023-04-11

[Angry] [Angry] [Angry]

2023-01-20

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@PhillipCapital: Procter & Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note

2022-11-22

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@Dwayne Sheng:$Walt Disney(DIS)$ The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024) is still quite a distant future [Smug] Since Marvel has been bought by Disney in 2009, it's a gift that keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL] ) . Will they profit from those upcoming series/movies? Probably. Bu

2022-10-19

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2022-09-06

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2022-08-22

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Meme Stocks Plunged in Premarket Trading

2022-08-18

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Is Bed Bath & Beyond Stock a Buy?

2022-08-17

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@Keeley:Weekly Technical Analysis #TSLA #NIO #GOOG

2022-08-17

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Sea Limited: Is It Cheap Enough?

2022-08-13

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Best Stocks To Buy Right Now? 3 Meme Stocks To Know

2022-08-04

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2022-08-03

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Sorry, the original content has been removed

2022-07-21

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2022-07-18

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Plug Power Stock: Traders are Overreacting to Political Wrangling

2022-07-10

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@TigerObserver:Weekly Updates: Tech Stocks Rebound Strongly, Bull Trap or Bottom?

2022-07-10

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Nvidia: Time To Buy The King Of Data Centers

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[Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942676531","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956785035,"gmtCreate":1674203147528,"gmtModify":1676538930138,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]","listText":"[smile]","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956785035","repostId":"9956797039","repostType":1,"repost":{"id":9956797039,"gmtCreate":1674188963421,"gmtModify":1676538928864,"author":{"id":"9000000000000545","authorId":"9000000000000545","name":"PhillipCapital","avatar":"https://community-static.tradeup.com/news/3b7106e153404ca22d585b75181947a1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000545","authorIdStr":"9000000000000545"},"themes":[],"htmlText":"\n \n \n  Procter &amp; Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note\n \n","listText":"Procter &amp; Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note","text":"Procter & Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956797039","isVote":1,"tweetType":2,"object":{"id":"920ac907614f4c33b49225ebf64438d9","tweetId":"9956797039","title":"Procter &amp; Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning 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Sheng","avatar":"https://community-static.tradeup.com/news/859ec2a16ad0a20458d6d386f67af532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111536922020662","authorIdStr":"4111536922020662"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024)&nbsp;is still quite&nbsp;a distant future&nbsp;[Smug]&nbsp; Since&nbsp; Marvel has been bought by Disney in 2009, it's a gift that&nbsp;keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL]&nbsp;) . Will they profit from those upcoming series/movies? Probably. Bu","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024)&nbsp;is still quite&nbsp;a distant future&nbsp;[Smug]&nbsp; Since&nbsp; Marvel has been bought by Disney in 2009, it's a gift that&nbsp;keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL]&nbsp;) . Will they profit from those upcoming series/movies? Probably. Bu","text":"$Walt Disney(DIS)$ The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024) is still quite a distant future [Smug] Since Marvel has been bought by Disney in 2009, it's a gift that keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL] ) . Will they profit from those upcoming series/movies? Probably. Bu","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968385356","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983186293,"gmtCreate":1666181494012,"gmtModify":1676537718991,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983186293","repostId":"1110900706","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931650880,"gmtCreate":1662454467241,"gmtModify":1676537063567,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931650880","repostId":"2265709606","repostType":2,"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996683649,"gmtCreate":1661160572885,"gmtModify":1676536464357,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996683649","repostId":"1157899221","repostType":2,"repost":{"id":"1157899221","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":1661155848,"share":"https://ttm.financial/m/news/1157899221?lang=&edition=fundamental","pubTime":"2022-08-22 16:10","market":"us","language":"en","title":"Meme Stocks Plunged in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1157899221","media":"Tiger Newspress","summary":"Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath & Beyond fell 8.6%; and GameStop ","content":"<html><head></head><body><p>Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath &amp; Beyond fell 8.6%; and GameStop fell 8.3%.</p><p><img src=\"https://static.tigerbbs.com/78a03ce0a2d9ecb263443e4e69ff8848\" tg-width=\"422\" tg-height=\"184\" 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>Meme Stocks Plunged in Premarket Trading</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\">\nMeme Stocks Plunged in Premarket Trading\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\">2022-08-22 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath &amp; Beyond fell 8.6%; and GameStop fell 8.3%.</p><p><img src=\"https://static.tigerbbs.com/78a03ce0a2d9ecb263443e4e69ff8848\" tg-width=\"422\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157899221","content_text":"Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath & Beyond fell 8.6%; and GameStop fell 8.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991836953,"gmtCreate":1660802219774,"gmtModify":1676536402596,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991836953","repostId":"2260471844","repostType":2,"repost":{"id":"2260471844","kind":"highlight","pubTimestamp":1660800986,"share":"https://ttm.financial/m/news/2260471844?lang=&edition=fundamental","pubTime":"2022-08-18 13:36","market":"us","language":"en","title":"Is Bed Bath & Beyond Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260471844","media":"Motley Fool","summary":"The struggling retailer has become Reddit's latest obsession.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Bed Bath &amp; Beyond briefly became a penny stock last month.</li><li>However, the shares have since doubled in a massive short squeeze.</li><li>Those gains made it the most-talked-about stock on Reddit.</li></ul><p>Back in late June, <b>Bed Bath &amp; Beyond</b> posted a disastrous first-quarter report and fired its CEO, Mark Tritton. Its stock subsequently sank below $5 for the first time since the COVID crash in April 2020. But over the past month, its stock more than doubled to about $13. That rally wasn&#39;t driven by any meaningful improvements to its business. Instead, it was likely sparked by a short squeeze and exuberant discussions about the stock on Reddit&#39;s WallStreetBets (WSB) forum.</p><p>At the end of July, 36% of Bed Bath &amp; Beyond&#39;s outstanding shares were still being shorted. The stock trades at just 0.2 times this year&#39;s sales after its month-long rally, which suggests that any positive news might drive it even higher. So should investors chase this wild rally?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09a5ef01212fc500d7ba1ae6bc681684\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>Why did Bed Bath &amp; Beyond&#39;s stock crash?</b></p><p>Prior to the pandemic, Bed Bath &amp; Beyond struggled to stay relevant against <b>Amazon</b>, <b>Walmart</b>, and <b>Target</b> in the crowded retail market. Its comparable sales growth stalled out, and its attempts to buy more growth through acquisitions made its business even messier. It also fell into the trap of using aggressive, margin-crushing discounts to generate more sales.</p><p>Bed Bath &amp; Beyond&#39;s poor performance prompted a trio of activist investors to revolt in 2019, which led to a shakeup of its board of directors and the resignation of its CEO Steven Temares. It then hired Mark Tritton, Target&#39;s chief merchandising officer, as its new CEO to helm its turnaround efforts.</p><p>Tritton tried to fix Bed Bath &amp; Beyond by shuttering its weaker stores, divesting its non-core banners, expanding its e-commerce ecosystem, and reducing its inventories with steep discounts. Unfortunately, Tritton took over just as the COVID-19 pandemic started, and its post-lockdown recovery was brief and quickly hampered by supply chain disruptions and inflationary headwinds over the past year.</p><table><tbody><tr><th><p>Period</p></th><th><p>Q1 2022</p></th><th><p>Q4 2021</p></th><th><p>Q3 2021</p></th><th><p>Q2 2021</p></th><th><p>Q1 2021</p></th></tr><tr><td><p><b>Comps Growth (YOY)</b></p></td><td><p>(23%)</p></td><td><p>(12%)</p></td><td><p>(7%)</p></td><td><p>(1%)</p></td><td><p>86%</p></td></tr><tr><td><p><b>Adj. Gross Margin</b></p></td><td><p>23.8%</p></td><td><p>28.8%</p></td><td><p>35.9%</p></td><td><p>34%</p></td><td><p>34.9%</p></td></tr></tbody></table><p>Data source: Bed Bath &amp; Beyond. YOY = Year-over-year.</p><p>The company dismissed Tritton in June and named Sue Gove, an independent director on its board, as its interim CEO. On July 1, Gove bought 50,000 shares of Bed Bath &amp; Beyond at an average price of $4.61 -- which nearly doubled her existing stake -- as a vote of confidence in its future.</p><p><b>Can Bed Bath &amp; Beyond&#39;s stock recover?</b></p><p>During the company&#39;s shareholder meeting in mid-July, Gove said it was &#34;working with urgency&#34; and &#34;very focused on finding the best opportunities available to maximize value for all stakeholders.&#34;</p><p>Gove highlighted the growth of its Simply Essential private label brand, the expansion of its new loyalty program (which launched on June 23 and gained two million members in the first two weeks), and fresh sales strategies for the back-to-school shopping season as potential near-term catalysts.</p><p>She said the company was still addressing its supply chain and inventory issues, and that the &#34;next few weeks and months&#34; would be &#34;critically important&#34; for its future. Gove also said the company would also provide &#34;much more&#34; information at an upcoming investor presentation in late August.</p><p>Gove&#39;s comments are realistic and hopeful, but they don&#39;t seem to justify the stock&#39;s massive rally over the past month. Meanwhile, its long-term debt -- which rose 17% year over year to $1.38 billion in the first quarter -- still raises concerns that it could become the next J.C. Penney or Sears. It only had $108 million in cash and equivalents at the end of May, and it&#39;s reportedly been seeking out private loans to stay solvent.</p><p>For now, analysts expect Bed Bath &amp; Beyond&#39;s revenue to decline 17% to $6.5 billion for the full year and for its net loss to widen from $560 million to $665 million.</p><p><b>Ignore the &#34;meme stock&#34; noise</b></p><p>There&#39;s no fundamental reason to expect Bed Bath &amp; Beyond&#39;s stock to recover over the next few quarters. Instead, investors seem completely fixated on the stock&#39;s short interest -- but that ratio might have already declined since its last official reading on July 28.</p><p>Therefore, investors expecting Bed Bath &amp; Beyond to become the next <b>GameStop</b> or <b>AMC</b> will likely be disappointed when this meme stock rally fizzles out. It consistently underperformed Walmart, Target, and other big-box retailers during both the pandemic and the post-lockdown period, and there&#39;s no reason to believe it will suddenly get its act together before its liabilities overwhelm its assets.</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>Is Bed Bath & Beyond Stock 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\">\nIs Bed Bath & Beyond Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/17/is-bed-bath-beyond-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBed Bath & Beyond briefly became a penny stock last month.However, the shares have since doubled in a massive short squeeze.Those gains made it the most-talked-about stock on Reddit.Back in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/17/is-bed-bath-beyond-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"https://www.fool.com/investing/2022/08/17/is-bed-bath-beyond-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260471844","content_text":"KEY POINTSBed Bath & Beyond briefly became a penny stock last month.However, the shares have since doubled in a massive short squeeze.Those gains made it the most-talked-about stock on Reddit.Back in late June, Bed Bath & Beyond posted a disastrous first-quarter report and fired its CEO, Mark Tritton. Its stock subsequently sank below $5 for the first time since the COVID crash in April 2020. But over the past month, its stock more than doubled to about $13. That rally wasn't driven by any meaningful improvements to its business. Instead, it was likely sparked by a short squeeze and exuberant discussions about the stock on Reddit's WallStreetBets (WSB) forum.At the end of July, 36% of Bed Bath & Beyond's outstanding shares were still being shorted. The stock trades at just 0.2 times this year's sales after its month-long rally, which suggests that any positive news might drive it even higher. So should investors chase this wild rally?Image source: Getty Images.Why did Bed Bath & Beyond's stock crash?Prior to the pandemic, Bed Bath & Beyond struggled to stay relevant against Amazon, Walmart, and Target in the crowded retail market. Its comparable sales growth stalled out, and its attempts to buy more growth through acquisitions made its business even messier. It also fell into the trap of using aggressive, margin-crushing discounts to generate more sales.Bed Bath & Beyond's poor performance prompted a trio of activist investors to revolt in 2019, which led to a shakeup of its board of directors and the resignation of its CEO Steven Temares. It then hired Mark Tritton, Target's chief merchandising officer, as its new CEO to helm its turnaround efforts.Tritton tried to fix Bed Bath & Beyond by shuttering its weaker stores, divesting its non-core banners, expanding its e-commerce ecosystem, and reducing its inventories with steep discounts. Unfortunately, Tritton took over just as the COVID-19 pandemic started, and its post-lockdown recovery was brief and quickly hampered by supply chain disruptions and inflationary headwinds over the past year.PeriodQ1 2022Q4 2021Q3 2021Q2 2021Q1 2021Comps Growth (YOY)(23%)(12%)(7%)(1%)86%Adj. Gross Margin23.8%28.8%35.9%34%34.9%Data source: Bed Bath & Beyond. YOY = Year-over-year.The company dismissed Tritton in June and named Sue Gove, an independent director on its board, as its interim CEO. On July 1, Gove bought 50,000 shares of Bed Bath & Beyond at an average price of $4.61 -- which nearly doubled her existing stake -- as a vote of confidence in its future.Can Bed Bath & Beyond's stock recover?During the company's shareholder meeting in mid-July, Gove said it was \"working with urgency\" and \"very focused on finding the best opportunities available to maximize value for all stakeholders.\"Gove highlighted the growth of its Simply Essential private label brand, the expansion of its new loyalty program (which launched on June 23 and gained two million members in the first two weeks), and fresh sales strategies for the back-to-school shopping season as potential near-term catalysts.She said the company was still addressing its supply chain and inventory issues, and that the \"next few weeks and months\" would be \"critically important\" for its future. Gove also said the company would also provide \"much more\" information at an upcoming investor presentation in late August.Gove's comments are realistic and hopeful, but they don't seem to justify the stock's massive rally over the past month. Meanwhile, its long-term debt -- which rose 17% year over year to $1.38 billion in the first quarter -- still raises concerns that it could become the next J.C. Penney or Sears. It only had $108 million in cash and equivalents at the end of May, and it's reportedly been seeking out private loans to stay solvent.For now, analysts expect Bed Bath & Beyond's revenue to decline 17% to $6.5 billion for the full year and for its net loss to widen from $560 million to $665 million.Ignore the \"meme stock\" noiseThere's no fundamental reason to expect Bed Bath & Beyond's stock to recover over the next few quarters. Instead, investors seem completely fixated on the stock's short interest -- but that ratio might have already declined since its last official reading on July 28.Therefore, investors expecting Bed Bath & Beyond to become the next GameStop or AMC will likely be disappointed when this meme stock rally fizzles out. It consistently underperformed Walmart, Target, and other big-box retailers during both the pandemic and the post-lockdown period, and there's no reason to believe it will suddenly get its act together before its liabilities overwhelm its assets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993723809,"gmtCreate":1660737522903,"gmtModify":1676536389153,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993723809","repostId":"9993768690","repostType":1,"repost":{"id":9993768690,"gmtCreate":1660736417713,"gmtModify":1676536388940,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/c720283f6ce0951b275b726005d199ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583230105554843","authorIdStr":"3583230105554843"},"themes":[],"title":"Weekly Technical Analysis #TSLA #NIO #GOOG","htmlText":"Find out more about me here (YouTube/Discord/Telegram): https://www.linktr.ee/keeleytanIf you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this.<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Price bounced off the bullish POI at 842.36 as analyzed last week. Currently, price is unable to push higher to invalidate the bearish POI at 848.03. From here, we are likely going to see a retracement back to the bullish POI and possibly grab more liquidity before we see any move higher.https://www.tradingview.com/chart/TSLA/Xsa2oXXy-TSLA-Analysis/<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>&nbsp;No changes from my previous week analysis. Price","listText":"Find out more about me here (YouTube/Discord/Telegram): https://www.linktr.ee/keeleytanIf you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this.<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Price bounced off the bullish POI at 842.36 as analyzed last week. Currently, price is unable to push higher to invalidate the bearish POI at 848.03. From here, we are likely going to see a retracement back to the bullish POI and possibly grab more liquidity before we see any move higher.https://www.tradingview.com/chart/TSLA/Xsa2oXXy-TSLA-Analysis/<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>&nbsp;No changes from my previous week analysis. Price","text":"Find out more about me here (YouTube/Discord/Telegram): https://www.linktr.ee/keeleytanIf you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this.$Tesla Motors(TSLA)$ Price bounced off the bullish POI at 842.36 as analyzed last week. Currently, price is unable to push higher to invalidate the bearish POI at 848.03. From here, we are likely going to see a retracement back to the bullish POI and possibly grab more liquidity before we see any move higher.https://www.tradingview.com/chart/TSLA/Xsa2oXXy-TSLA-Analysis/$Alphabet(GOOG)$ No changes from my previous week analysis. Price","images":[{"img":"https://community-static.tradeup.com/news/65932b83ecd9bdb02720d0def5d7d1d2","width":"632","height":"363"},{"img":"https://community-static.tradeup.com/news/95f05c5dd53baf0d8194733cf7a95c37","width":"632","height":"363"},{"img":"https://community-static.tradeup.com/news/bc8133b8f889be1b9b637ffc075842f8","width":"632","height":"363"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993768690","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993424433,"gmtCreate":1660719255024,"gmtModify":1676536386513,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993424433","repostId":"1107258045","repostType":2,"repost":{"id":"1107258045","kind":"news","pubTimestamp":1660716487,"share":"https://ttm.financial/m/news/1107258045?lang=&edition=fundamental","pubTime":"2022-08-17 14:08","market":"us","language":"en","title":"Sea Limited: Is It Cheap Enough?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107258045","media":"seekingalpha","summary":"SummarySea Limited reported second quarter results but investors were disappointed and punished the ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported second quarter results but investors were disappointed and punished the stock during the following trading day.</li><li>When looking at the results, we can see signs of the business struggling already and the looming recession is adding another risk to the business.</li><li>It is difficult to determine an intrinsic value for Sea Limited, but the stock could be undervalued right now and might be a speculative bet.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a963b30c4a818dfcf6148d33a7d6eaae\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>bunhill</span></p><p>My last article about Sea Limited (NYSE:SE) was published in February 2022 when the stock was trading around $140, and I rated the stock as a hold. Since then, the stock declined more than 35% (and was trading even lower inthe meantime) and as Sea Limited was already declining before my last article it is now trading about 75% below its all-time high the stock reached in the fall of 2021.</p><p>The quarterly earnings results are a good opportunity to take a closer look at Sea Limited again and ask the question if the stock is now cheap enough and a good investment. We start by looking at the quarterly results.</p><p><b>Quarterly Results</b></p><p>On Tuesday, Sea Limited reported second quarter results for fiscal 2022. And while the company could slightly beat earnings per share estimates, it slightly missed revenue expectations. When turning away from analysts’ estimates and look at the hard numbers we can see sales increasing 29.0% year-over-year from $2,281 million in the same quarter last year to $2,943 million this quarter. The rather negative point of view might be growth slowing down over the last few quarters as revenue growth was 64% one quarter ago and 106% two quarters earlier. However, we must keep the macro-economic environment in mind and several other technology companies have troubles growing at all these days.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b36a47b7e0494c88aec4f60add1163b4\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>When looking at the three different segments we see extremely mixed results. Revenue for “Digital Entertainment” declined from $1,024 million in the same quarter last year to $900 million this quarter – resulting in 12.1% year-over-year decline. And “sales of goods” could increase revenue from $257 million in Q2/21 to $287 million in Q2/22 – resulting in 11.7% YoY growth. The biggest part of growth (in absolute and relative numbers) stemmed from “E-commerce and other services” which could grow 75.6% year-over-year from $1,000 million in Q2/21 to $1,756 million in Q2/22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e4e50c54d34ff1ca86adbe13b84de2c\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>While Sea Limited is still able to grow its top line with a solid pace, the increasing costs have a huge negative impact on the operating income (or rather: operating loss) as well as the bottom line. Expenses for sales and marketing were more or less the same (compared to the same quarter last year) but costs of revenue increased with a higher pace than revenue. And especially general &amp; administrative expenses (+96% YoY) as well as research and development expenses (+115% YoY) increased quite a lot.</p><p>As a result, operating loss increased from a loss of $334 million in the same quarter last year to $837 million this quarter and net losses per share increased from $0.61 in Q2/21 to $1.03 in Q2/22.</p><p>And finally, Sea Limited also suspended its e-commerce guidance and although there seems to be a logical explanation, I would see this move as a rather bad sign. In its earnings release, the company is stating:</p><blockquote>In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022.</blockquote><p><b>Light and Shadow</b></p><p>When looking at the e-commerce segment we see solid growth rates for Sea Limited. Year-over-year the number of gross orders increased 42% to 2.0 billion and gross merchandise volume also increased in the same timeframe, but only 27%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04efc4f6c6fdc4547ec2d87affe5352a\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>Aside from e-commerce, digital financial services are also growing. Quarterly active users are growing 53% year-over-year to 52.7 million and the total payment volume for mobile wallet was increasing 36% year-over-year to $5.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798fa51a2c7f971c127efeeb28e5595d\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>In both cases we are seeing solid growth rates, but the number of orders and quarterly active users is growing with a higher pace than gross merchandise/payment volume and this could be interpreted as small warning sign. Active customers are obviously spending less money. This could have several different reasons but could be a first hint for the economy slowing down.</p><p>And when looking at digital entertainment, the picture is becoming murkier. While digital entertainment certainly has a large global user base, we cannot ignore the negative trends over the last few quarters. Not only are quarterly active users declining from 725.2 million one year ago to 619.3 million right now (15% YoY decline), but quarterly paying users declined even 39% YoY from 92.2 million in Q2/21 to 56.1 million in Q2/22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ec45c6f2c60c8479c296ae35bef6a6\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>Sea Limited is explaining the decrease in revenue due to the softening of bookings post-COVID. However, the increase of quarterly paying users between Q2/20 and Q2/21 was almost completely erased. Quarterly paying users increased only with a CAGR of 6% in the last two years – from 49.9 million in Q2/20 to 56.1 million in Q2/22. And so far, digital entertainment is the only segment for Sea Limited which is profitable and with sales and operating income declining this is especially problematic as Sea Limited is using the cash to fund its other business segments.</p><p><b>Recession as Headwind</b></p><p>The looming recession was mentioned countless times in the last few months (by many analysts and contributors including myself). We are seeing growth rates slowing down for many businesses – recently I wrote about Meta Platforms (META) which had to report declining revenue for the first time ever – and Sea Limited is no exception (as we already saw above). And if the recession will hit the world, growth rates might slow down even more. Sea Limited is depending on entertainment, games as well as retail/e-commerce. And these are all segments that are usually affected by a recession. People usually purchase less goods in case of a recession as the disposable income will decline. Rising interest rates will also force people to choose more wisely where to spend money. And spendings for games as well as entertainment are probably not considered essential by most people and might be among the first victims when expenses must be cut.</p><p>Of course, Sea Limited is very active in the Southeast Asia region and while I am pretty sure the United States and many European countries will be in a recession in 2023, I don’t know enough about that region to make reasonable predictions. I am just assuming the next recession being a global and brutal one and therefore affecting most countries and companies around the world.</p><p><b>Problems: Lacking Profitability and Dilution</b></p><p>One problem I see with investing in Sea Limited right now is the lacking profitability of the business. I know Sea Limited is still a rather young company (founded 13 years ago) and it is not untypical for young companies to be not profitable yet – especially if management is still focused on growing with a high pace and sacrificing profitability for high revenue growth. And it seems to be working as Sea Limited is still growing with an extremely high pace compared to other competitors. And the balance sheet (we will get to this) is allowing Sea Limited to be not profitable yet and focus on growth while still burning cash for a few more years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eed9e10e9d9d00e449ddc1b7e0df9db5\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>SE Average Diluted Shares Outstanding (Quarterly) data by YCharts</span></p><p>Sea Limited is also increasing the number of outstanding shares constantly – another aspect I don’t like to see as potential investors. I don’t want to see my stake in the company diluted over time. Nevertheless, Sea Limited is increasing the number of outstanding shares with a high pace in the last few quarters, and we must assume the business will continue to do so in the quarters to come.</p><p><b>Balance Sheet</b></p><p>Sea Limited is continuing to dilute is shares, which is not a good sign for investors as it is lowering the profit for each investor when the number of outstanding shares is continuously increasing. However, it is good to know that Sea Limited doesn’t have to issue additional shares to raise capital as the balance sheet is solid (when management is continuing to dilute it is happening for different reasons).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01b9f1c402d80e51be966f2ec26fc672\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>In the last few quarters, cash and cash equivalents as well as short-term investments declined from $11.8 billion in the third quarter of fiscal 2021 to about $7.8 billion in the second quarter of fiscal 2022. Nevertheless, on June 30, 2022, the company still had $6,493 million in cash and cash equivalents and $1,288 million in short-term investments on its balance sheet and no short- or long-term debt. And as Sea Limited will probably not be profitable in the next few quarters (and most likely not generate free cash flow) it is good to know that the business won’t have to rely on additional cash.</p><p><b>Intrinsic Value Calculation</b></p><p>Sea Limited is still not profitable, which is making it rather difficult to look at simple valuation metrics – with free cash flow as well as earnings per share being negative in the last four quarters, we can’t neither calculate a P/FCF ratio nor a P/E ratio. Instead, we can look at the price-sales ratio and since my last article in February 2022, the price-sales ratio continued to decline further. Right now, Sea Limited is trading for 4.4 times sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14542e22f7c95a056cfb343d98340c5c\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/><span>SE PS Ratio data by YCharts</span></p><p>And it might be helpful to offer some perspective to interpret that price-sales ratio. Of the four companies presented above, Sea Limited has the highest price-sales ratio, but aside from Alibaba (BABA), which is trading for only 1.9 times sales, the other three companies have almost similar P/S ratios. Tencent (OTCPK:TCEHY) is trading for 4.3 times sales and Meta Platforms is trading for 4.2 times sales.</p><p>And these three companies – Alibaba, Tencent and Meta Platforms – are all stocks I consider undervalued right now. The fact, that two of them are trading for a similar P/S ratio as Sea Limited although Sea Limited can grow at a much higher pace might imply that Sea Limited is rather cheap right now.</p><p>Of course, Sea Limited must become profitable in a similar way as these businesses to make P/S ratios comparable. And so far, Sea Limited is struggling to be profitable, but as we are talking about similar business models, I think Sea Limited can become profitable in a similar way. The company is trying to grow with a high pace and take market shares – like most of these technology companies did in the early days.</p><p><b>Conclusion</b></p><p>Following earnings, Sea Limited seems to be taking a big hit and the stock declined almost 14% on Tuesday as investors are obviously not satisfied with the news. And at $75 the stock might be worth a shot, and I would describe myself as slightly bullish. Ray Dalio and his hedge fund Bridgewater also invested recently in Sea Limited (and sold the stakes in the Chinese companies Alibaba and JD.com (JD)).</p><p>Although Sea Limited might be undervalued at this point, we should not ignore that a bear market and recession is most likely still upon us. I expect the next few years to be rather challenging for stocks and when the recession will hit the economy earnings per share will decline and many stocks will go much lower. Despite an already 75% decline for Sea Limited, the stock could go lower. When remembering the Dotcom bubble and stocks declining 90% or 95%, we get a feeling how low technology stocks could go.</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>Sea Limited: Is It Cheap Enough?</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\">\nSea Limited: Is It Cheap Enough?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 14:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535070-sea-limited-is-it-cheap-enough?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported second quarter results but investors were disappointed and punished the stock during the following trading day.When looking at the results, we can see signs of the business...</p>\n\n<a href=\"https://seekingalpha.com/article/4535070-sea-limited-is-it-cheap-enough?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4535070-sea-limited-is-it-cheap-enough?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1107258045","content_text":"SummarySea Limited reported second quarter results but investors were disappointed and punished the stock during the following trading day.When looking at the results, we can see signs of the business struggling already and the looming recession is adding another risk to the business.It is difficult to determine an intrinsic value for Sea Limited, but the stock could be undervalued right now and might be a speculative bet.bunhillMy last article about Sea Limited (NYSE:SE) was published in February 2022 when the stock was trading around $140, and I rated the stock as a hold. Since then, the stock declined more than 35% (and was trading even lower inthe meantime) and as Sea Limited was already declining before my last article it is now trading about 75% below its all-time high the stock reached in the fall of 2021.The quarterly earnings results are a good opportunity to take a closer look at Sea Limited again and ask the question if the stock is now cheap enough and a good investment. We start by looking at the quarterly results.Quarterly ResultsOn Tuesday, Sea Limited reported second quarter results for fiscal 2022. And while the company could slightly beat earnings per share estimates, it slightly missed revenue expectations. When turning away from analysts’ estimates and look at the hard numbers we can see sales increasing 29.0% year-over-year from $2,281 million in the same quarter last year to $2,943 million this quarter. The rather negative point of view might be growth slowing down over the last few quarters as revenue growth was 64% one quarter ago and 106% two quarters earlier. However, we must keep the macro-economic environment in mind and several other technology companies have troubles growing at all these days.Sea Limited Q2/22 PresentationWhen looking at the three different segments we see extremely mixed results. Revenue for “Digital Entertainment” declined from $1,024 million in the same quarter last year to $900 million this quarter – resulting in 12.1% year-over-year decline. And “sales of goods” could increase revenue from $257 million in Q2/21 to $287 million in Q2/22 – resulting in 11.7% YoY growth. The biggest part of growth (in absolute and relative numbers) stemmed from “E-commerce and other services” which could grow 75.6% year-over-year from $1,000 million in Q2/21 to $1,756 million in Q2/22.Sea Limited Q2/22 PresentationWhile Sea Limited is still able to grow its top line with a solid pace, the increasing costs have a huge negative impact on the operating income (or rather: operating loss) as well as the bottom line. Expenses for sales and marketing were more or less the same (compared to the same quarter last year) but costs of revenue increased with a higher pace than revenue. And especially general & administrative expenses (+96% YoY) as well as research and development expenses (+115% YoY) increased quite a lot.As a result, operating loss increased from a loss of $334 million in the same quarter last year to $837 million this quarter and net losses per share increased from $0.61 in Q2/21 to $1.03 in Q2/22.And finally, Sea Limited also suspended its e-commerce guidance and although there seems to be a logical explanation, I would see this move as a rather bad sign. In its earnings release, the company is stating:In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022.Light and ShadowWhen looking at the e-commerce segment we see solid growth rates for Sea Limited. Year-over-year the number of gross orders increased 42% to 2.0 billion and gross merchandise volume also increased in the same timeframe, but only 27%.Sea Limited Q2/22 PresentationAside from e-commerce, digital financial services are also growing. Quarterly active users are growing 53% year-over-year to 52.7 million and the total payment volume for mobile wallet was increasing 36% year-over-year to $5.7 billion.Sea Limited Q2/22 PresentationIn both cases we are seeing solid growth rates, but the number of orders and quarterly active users is growing with a higher pace than gross merchandise/payment volume and this could be interpreted as small warning sign. Active customers are obviously spending less money. This could have several different reasons but could be a first hint for the economy slowing down.And when looking at digital entertainment, the picture is becoming murkier. While digital entertainment certainly has a large global user base, we cannot ignore the negative trends over the last few quarters. Not only are quarterly active users declining from 725.2 million one year ago to 619.3 million right now (15% YoY decline), but quarterly paying users declined even 39% YoY from 92.2 million in Q2/21 to 56.1 million in Q2/22.Sea Limited Q2/22 PresentationSea Limited is explaining the decrease in revenue due to the softening of bookings post-COVID. However, the increase of quarterly paying users between Q2/20 and Q2/21 was almost completely erased. Quarterly paying users increased only with a CAGR of 6% in the last two years – from 49.9 million in Q2/20 to 56.1 million in Q2/22. And so far, digital entertainment is the only segment for Sea Limited which is profitable and with sales and operating income declining this is especially problematic as Sea Limited is using the cash to fund its other business segments.Recession as HeadwindThe looming recession was mentioned countless times in the last few months (by many analysts and contributors including myself). We are seeing growth rates slowing down for many businesses – recently I wrote about Meta Platforms (META) which had to report declining revenue for the first time ever – and Sea Limited is no exception (as we already saw above). And if the recession will hit the world, growth rates might slow down even more. Sea Limited is depending on entertainment, games as well as retail/e-commerce. And these are all segments that are usually affected by a recession. People usually purchase less goods in case of a recession as the disposable income will decline. Rising interest rates will also force people to choose more wisely where to spend money. And spendings for games as well as entertainment are probably not considered essential by most people and might be among the first victims when expenses must be cut.Of course, Sea Limited is very active in the Southeast Asia region and while I am pretty sure the United States and many European countries will be in a recession in 2023, I don’t know enough about that region to make reasonable predictions. I am just assuming the next recession being a global and brutal one and therefore affecting most countries and companies around the world.Problems: Lacking Profitability and DilutionOne problem I see with investing in Sea Limited right now is the lacking profitability of the business. I know Sea Limited is still a rather young company (founded 13 years ago) and it is not untypical for young companies to be not profitable yet – especially if management is still focused on growing with a high pace and sacrificing profitability for high revenue growth. And it seems to be working as Sea Limited is still growing with an extremely high pace compared to other competitors. And the balance sheet (we will get to this) is allowing Sea Limited to be not profitable yet and focus on growth while still burning cash for a few more years.SE Average Diluted Shares Outstanding (Quarterly) data by YChartsSea Limited is also increasing the number of outstanding shares constantly – another aspect I don’t like to see as potential investors. I don’t want to see my stake in the company diluted over time. Nevertheless, Sea Limited is increasing the number of outstanding shares with a high pace in the last few quarters, and we must assume the business will continue to do so in the quarters to come.Balance SheetSea Limited is continuing to dilute is shares, which is not a good sign for investors as it is lowering the profit for each investor when the number of outstanding shares is continuously increasing. However, it is good to know that Sea Limited doesn’t have to issue additional shares to raise capital as the balance sheet is solid (when management is continuing to dilute it is happening for different reasons).Sea Limited Q2/22 PresentationIn the last few quarters, cash and cash equivalents as well as short-term investments declined from $11.8 billion in the third quarter of fiscal 2021 to about $7.8 billion in the second quarter of fiscal 2022. Nevertheless, on June 30, 2022, the company still had $6,493 million in cash and cash equivalents and $1,288 million in short-term investments on its balance sheet and no short- or long-term debt. And as Sea Limited will probably not be profitable in the next few quarters (and most likely not generate free cash flow) it is good to know that the business won’t have to rely on additional cash.Intrinsic Value CalculationSea Limited is still not profitable, which is making it rather difficult to look at simple valuation metrics – with free cash flow as well as earnings per share being negative in the last four quarters, we can’t neither calculate a P/FCF ratio nor a P/E ratio. Instead, we can look at the price-sales ratio and since my last article in February 2022, the price-sales ratio continued to decline further. Right now, Sea Limited is trading for 4.4 times sales.SE PS Ratio data by YChartsAnd it might be helpful to offer some perspective to interpret that price-sales ratio. Of the four companies presented above, Sea Limited has the highest price-sales ratio, but aside from Alibaba (BABA), which is trading for only 1.9 times sales, the other three companies have almost similar P/S ratios. Tencent (OTCPK:TCEHY) is trading for 4.3 times sales and Meta Platforms is trading for 4.2 times sales.And these three companies – Alibaba, Tencent and Meta Platforms – are all stocks I consider undervalued right now. The fact, that two of them are trading for a similar P/S ratio as Sea Limited although Sea Limited can grow at a much higher pace might imply that Sea Limited is rather cheap right now.Of course, Sea Limited must become profitable in a similar way as these businesses to make P/S ratios comparable. And so far, Sea Limited is struggling to be profitable, but as we are talking about similar business models, I think Sea Limited can become profitable in a similar way. The company is trying to grow with a high pace and take market shares – like most of these technology companies did in the early days.ConclusionFollowing earnings, Sea Limited seems to be taking a big hit and the stock declined almost 14% on Tuesday as investors are obviously not satisfied with the news. And at $75 the stock might be worth a shot, and I would describe myself as slightly bullish. Ray Dalio and his hedge fund Bridgewater also invested recently in Sea Limited (and sold the stakes in the Chinese companies Alibaba and JD.com (JD)).Although Sea Limited might be undervalued at this point, we should not ignore that a bear market and recession is most likely still upon us. I expect the next few years to be rather challenging for stocks and when the recession will hit the economy earnings per share will decline and many stocks will go much lower. Despite an already 75% decline for Sea Limited, the stock could go lower. When remembering the Dotcom bubble and stocks declining 90% or 95%, we get a feeling how low technology stocks could go.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990543619,"gmtCreate":1660375890534,"gmtModify":1676533461964,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990543619","repostId":"2259233797","repostType":4,"repost":{"id":"2259233797","kind":"highlight","pubTimestamp":1660348965,"share":"https://ttm.financial/m/news/2259233797?lang=&edition=fundamental","pubTime":"2022-08-13 08:02","market":"us","language":"en","title":"Best Stocks To Buy Right Now? 3 Meme Stocks To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2259233797","media":"StreetInsider","summary":"Should Investors Be Watching These Top Meme Stocks In The Stock Market?Meme stocks have taken the st","content":"<html><head></head><body><p><b>Should Investors Be Watching These Top Meme Stocks In The Stock Market?</b></p><p>Meme stocks have taken the stock market investing world by storm in recent years. What began as a meme on Reddit has turned into a serious investment strategy for many individuals. For the uninitiated, meme stocks are stocks that are popular amongst social media communities. These stocks often see significant price swings due to the high level of speculation and hype surrounding them.</p><p>Some of the most popular meme stocks include <b>GameStop</b> (NYSE: GME), <b><a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> Markets </b>(NASDAQ: HOOD), and <b>BlackBerry</b> (NYSE: BB). While meme stocks can be highly volatile, they can also offer investors the opportunity to make significant profits. For these reasons, meme stocks have become increasingly popular amongst individual investors. If you&#39;re keen on investing in meme stocks, here are three to watch in the stock market today.</p><p><b>Meme Stocks To Watch Today</b></p><ul><li><b>Bed Bath &amp; Beyond</b> (NASDAQ: BBBY)</li><li><b>Tesla Inc.</b> (NASDAQ: TSLA)</li><li><b>AMC Entertainment Holdings Inc.</b> (NYSE: AMC)</li></ul><p><b>Bed Bath &amp; Beyond (BBBY Stock)</b></p><p>First on the list is <b>Bed Bath &amp; Beyond</b> (BBBY). For starters, Bed Bath &amp; Beyond is a home furnishings retailer, which operates 955 stores in all 50 U.S. states, Puerto Rico, Canada, and Mexico. According to TrueTradingGroup.com&#39;s social sentiment scanner, on Friday BBBY stock is the most mentioned stock ticker in the r/WallStreetBets Reddit community. As a result, shares of BBBY stock are up another 19% during Friday afternoon&#39;s trading session at $12.69 per share.</p><p><img src=\"https://static.tigerbbs.com/a79a1d72212c578e536d6c811fa63daa\" tg-width=\"1024\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TrueTradingGroup.com</p><p>Furthermore, in June Bed Bath &amp; Beyond reported its Q1 earning results. In it, the company reported a loss of $2.83 per share on revenue of $1.5 billion. Analysts&#39; consensus estimate was a loss of $1.33 per share on revenue of $1.5 billion. Meaning, that BBBY missed its earnings expectations for the quarter.</p><p>Sue Gove Interim Chief Executive Officer stated, &#34;<i>I step into this role keenly aware of the macro-economic environment. In the quarter there was an acute shift in customer sentiment and, since then, pressures have materially escalated. This includes steep inflation and fluctuations in purchasing patterns, leading to significant dislocation in our sales and inventory that we will be working to actively resolve. The simple reality though is that our first quarter&#39;s results are not up to our expectations, nor are they reflective of the Company&#39;s true potential. The initiatives we are instituting today are just the first steps in putting our business on firm footing to drive our future success.</i>&#34; All in all, I wouldn&#39;t be surprised if investors are going to continue to keep a close eye on BBBY stock.</p><p><img src=\"https://static.tigerbbs.com/472a873ee5c1f4cf25994c6367240e13\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TD Ameritrade TOS</p><p><b>Tesla Inc. (TSLA Stock)</b></p><p>Following that, let&#39;s look at EV maker Tesla (TSLA). in brief the company designs, develops, manufactures, sells, and leases fully electric automobiles, as well as energy generation and storage systems, and provides related services. Next, Tesla&#39;s automotive segment includes the sales of automotive regulatory credits. The automotive segment also makes up services and others, which include non-warranty after-sales vehicle services, used car sales, retail items, sales to third-party consumers via acquired companies, and vehicle insurance.</p><p>In July, <b>Tesla</b> posted stronger-than-estimated second quarter fiscal earnings. In detail, the company called it a &#34;tough quarter&#34;. This is referencing the closing of its plants in Shanghai and global supply shortages. Additionally, they recorded an increase of 57% in adjusted earnings to $2.27 per share. Meanwhile, revenue increased 42% year-over-year to $16.934 billion. For context, this beat wall street estimates of $1.81 a share, with sales of $16.54 billion.</p><p>In the company&#39;s presentation to shareholders, they stated, &#34;<i>We continued to make significant progress across the business during the second quarter of 2022. Though we faced certain challenges, including limited production and shutdowns in Shanghai for the majority of the quarter, we achieved an operating margin among the highest in the industry of 14.6%, positive free cash flow of $621M, and ended the quarter with the highest vehicle production month in our history.</i>&#34; On Friday, shares of TSLA stock are green 3.78% and is currently trading at $892.26. Considering all of this, would you add TSLA stock to your radar right now?</p><p><img src=\"https://static.tigerbbs.com/cffeca4f26580722535dbf2f8ac52bfb\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TD Ameritrade TOS</p><p><b>AMC Entertainment (AMC Stock)</b></p><p>To sum up, the list, let&#39;s check out AMC Entertainment (AMC). AMC Entertainment has been of the most popular meme stocks among retail investors. Though, the company itself is one of the biggest movie exhibition companies in the U.S. and Europe. For a sense of scale, it has nearly 950 theaters and 10,500 screens worldwide. The company&#39;s brands include AMC, AMC Classic, and AMC Dine-in.</p><p>Just this month, AMC reported a miss for its second quarter 2022 earnings results. Diving in, AMC reported a loss of $0.17 per share on revenue of $1.2 billion for Q2. The consensus estimate was a loss of $0.20 per share on revenue of $1.2 billion. However, the company was able to increase revenue by 162.3% on a year-over-year basis.</p><p>Adam Aron AMC Entertainment Chairman &amp; CEO commented, &#34;<i>AMC just completed a spectacularly encouraging second quarter that boosts our mood and brightens our prospects as we look ahead. Total Revenue in the second quarter of 2022 was more than two and a half times the revenue of the second quarter a year ago, and Adjusted EBITDA of a positive $106.7 million compares ever so favorably to a loss a year back in Adjusted EBITDA of a $150.8 million. That is a $257.5 million improvement in only twelve months.</i>&#34; In the last month of trading action AMC stock is up over 57% and is currently trading at $24.60 on Friday afternoon. Do you think AMC is a meme stock worth watching right now?</p><p><img src=\"https://static.tigerbbs.com/dbde89c7eeb08bbf0ff295ef23607fda\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TD Ameritrade TOS</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>Best Stocks To Buy Right Now? 3 Meme Stocks To Know</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\">\nBest Stocks To Buy Right Now? 3 Meme Stocks To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-13 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20458478><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Should Investors Be Watching These Top Meme Stocks In The Stock Market?Meme stocks have taken the stock market investing world by storm in recent years. What began as a meme on Reddit has turned into ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20458478\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4577":"网络游戏","BK4527":"明星科技股","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4076":"电脑与电子产品零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","HOOD":"Robinhood","BB":"黑莓","BK4097":"系统软件","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","BK4539":"次新股","BK4547":"WSB热门概念","AMC":"AMC院线","BK4178":"家庭装饰零售","BBBY":"3B家居","GME":"游戏驿站","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20458478","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259233797","content_text":"Should Investors Be Watching These Top Meme Stocks In The Stock Market?Meme stocks have taken the stock market investing world by storm in recent years. What began as a meme on Reddit has turned into a serious investment strategy for many individuals. For the uninitiated, meme stocks are stocks that are popular amongst social media communities. These stocks often see significant price swings due to the high level of speculation and hype surrounding them.Some of the most popular meme stocks include GameStop (NYSE: GME), Robinhood Markets (NASDAQ: HOOD), and BlackBerry (NYSE: BB). While meme stocks can be highly volatile, they can also offer investors the opportunity to make significant profits. For these reasons, meme stocks have become increasingly popular amongst individual investors. If you're keen on investing in meme stocks, here are three to watch in the stock market today.Meme Stocks To Watch TodayBed Bath & Beyond (NASDAQ: BBBY)Tesla Inc. (NASDAQ: TSLA)AMC Entertainment Holdings Inc. (NYSE: AMC)Bed Bath & Beyond (BBBY Stock)First on the list is Bed Bath & Beyond (BBBY). For starters, Bed Bath & Beyond is a home furnishings retailer, which operates 955 stores in all 50 U.S. states, Puerto Rico, Canada, and Mexico. According to TrueTradingGroup.com's social sentiment scanner, on Friday BBBY stock is the most mentioned stock ticker in the r/WallStreetBets Reddit community. As a result, shares of BBBY stock are up another 19% during Friday afternoon's trading session at $12.69 per share.Source: TrueTradingGroup.comFurthermore, in June Bed Bath & Beyond reported its Q1 earning results. In it, the company reported a loss of $2.83 per share on revenue of $1.5 billion. Analysts' consensus estimate was a loss of $1.33 per share on revenue of $1.5 billion. Meaning, that BBBY missed its earnings expectations for the quarter.Sue Gove Interim Chief Executive Officer stated, \"I step into this role keenly aware of the macro-economic environment. In the quarter there was an acute shift in customer sentiment and, since then, pressures have materially escalated. This includes steep inflation and fluctuations in purchasing patterns, leading to significant dislocation in our sales and inventory that we will be working to actively resolve. The simple reality though is that our first quarter's results are not up to our expectations, nor are they reflective of the Company's true potential. The initiatives we are instituting today are just the first steps in putting our business on firm footing to drive our future success.\" All in all, I wouldn't be surprised if investors are going to continue to keep a close eye on BBBY stock.Source: TD Ameritrade TOSTesla Inc. (TSLA Stock)Following that, let's look at EV maker Tesla (TSLA). in brief the company designs, develops, manufactures, sells, and leases fully electric automobiles, as well as energy generation and storage systems, and provides related services. Next, Tesla's automotive segment includes the sales of automotive regulatory credits. The automotive segment also makes up services and others, which include non-warranty after-sales vehicle services, used car sales, retail items, sales to third-party consumers via acquired companies, and vehicle insurance.In July, Tesla posted stronger-than-estimated second quarter fiscal earnings. In detail, the company called it a \"tough quarter\". This is referencing the closing of its plants in Shanghai and global supply shortages. Additionally, they recorded an increase of 57% in adjusted earnings to $2.27 per share. Meanwhile, revenue increased 42% year-over-year to $16.934 billion. For context, this beat wall street estimates of $1.81 a share, with sales of $16.54 billion.In the company's presentation to shareholders, they stated, \"We continued to make significant progress across the business during the second quarter of 2022. Though we faced certain challenges, including limited production and shutdowns in Shanghai for the majority of the quarter, we achieved an operating margin among the highest in the industry of 14.6%, positive free cash flow of $621M, and ended the quarter with the highest vehicle production month in our history.\" On Friday, shares of TSLA stock are green 3.78% and is currently trading at $892.26. Considering all of this, would you add TSLA stock to your radar right now?Source: TD Ameritrade TOSAMC Entertainment (AMC Stock)To sum up, the list, let's check out AMC Entertainment (AMC). AMC Entertainment has been of the most popular meme stocks among retail investors. Though, the company itself is one of the biggest movie exhibition companies in the U.S. and Europe. For a sense of scale, it has nearly 950 theaters and 10,500 screens worldwide. The company's brands include AMC, AMC Classic, and AMC Dine-in.Just this month, AMC reported a miss for its second quarter 2022 earnings results. Diving in, AMC reported a loss of $0.17 per share on revenue of $1.2 billion for Q2. The consensus estimate was a loss of $0.20 per share on revenue of $1.2 billion. However, the company was able to increase revenue by 162.3% on a year-over-year basis.Adam Aron AMC Entertainment Chairman & CEO commented, \"AMC just completed a spectacularly encouraging second quarter that boosts our mood and brightens our prospects as we look ahead. Total Revenue in the second quarter of 2022 was more than two and a half times the revenue of the second quarter a year ago, and Adjusted EBITDA of a positive $106.7 million compares ever so favorably to a loss a year back in Adjusted EBITDA of a $150.8 million. That is a $257.5 million improvement in only twelve months.\" In the last month of trading action AMC stock is up over 57% and is currently trading at $24.60 on Friday afternoon. Do you think AMC is a meme stock worth watching right now?Source: TD Ameritrade TOS","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906777139,"gmtCreate":1659603646324,"gmtModify":1705982083529,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906777139","repostId":"2256196810","repostType":2,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906801177,"gmtCreate":1659506503401,"gmtModify":1705981109671,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906801177","repostId":"2256766680","repostType":2,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074227790,"gmtCreate":1658365743510,"gmtModify":1676536147861,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074227790","repostId":"1125300989","repostType":2,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075948230,"gmtCreate":1658136216820,"gmtModify":1676536110814,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075948230","repostId":"1182870675","repostType":2,"repost":{"id":"1182870675","kind":"news","pubTimestamp":1658135965,"share":"https://ttm.financial/m/news/1182870675?lang=&edition=fundamental","pubTime":"2022-07-18 17:19","market":"us","language":"en","title":"Plug Power Stock: Traders are Overreacting to Political Wrangling","url":"https://stock-news.laohu8.com/highlight/detail?id=1182870675","media":"TipRanks","summary":"Story HighlightsPlug Power stock investors are jittery due to a politician’s pushback against the Wh","content":"<div>\n<p>Story HighlightsPlug Power stock investors are jittery due to a politician’s pushback against the White House’s climate spending plans. Yet, the company’s growth is undeniable, and Plug Power’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/plug-power-stock-traders-are-overreacting-to-political-wrangling/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Plug Power Stock: Traders are Overreacting to Political Wrangling</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\">\nPlug Power Stock: Traders are Overreacting to Political Wrangling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 17:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/plug-power-stock-traders-are-overreacting-to-political-wrangling/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsPlug Power stock investors are jittery due to a politician’s pushback against the White House’s climate spending plans. Yet, the company’s growth is undeniable, and Plug Power’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/plug-power-stock-traders-are-overreacting-to-political-wrangling/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.tipranks.com/news/article/plug-power-stock-traders-are-overreacting-to-political-wrangling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182870675","content_text":"Story HighlightsPlug Power stock investors are jittery due to a politician’s pushback against the White House’s climate spending plans. Yet, the company’s growth is undeniable, and Plug Power’s business abroad could bring in big-time revenue.I am bullish on Plug Power (PLUG) stock. If you truly believe in the future of clean energy, not only in the U.S. but internationally, then this is a great time to consider a long position in Plug Power shares. Sure, there will be speed bumps along the way, but the sustainability movement is here to stay.Plug Power makes hydrogen fuel cells. There are other companies that do this, but Plug Power is probably the most famous one that specializes in this field and has a stock that’s traded on a major U.S. exchange. The company’s market cap is $9 billion, so it’s not too small but also allows room for rapid growth in the coming years.As we’ll discover, Plug Power is expanding its market footprint in Europe, where the green energy movement is advancing quickly. Granted, there are issues and hold-ups on Plug Power’s home turf in the U.S. Always remember, though, that politics can impede progress temporarily, but a powerful movement like clean energy can’t be held back forever.A Political Tug-of-War Creates Problems for Plug PowerThere’s no denying that U.S. President Joseph Biden has grand ambitions for the sustainability movement in America. In particular, the Biden administration seeks to reduce U.S. carbon dioxide emissions by around 50% by the end of the 2020s. That’s easier said than done, though, as there’s bound to be pushback from the President’s political opponents in Congress.It might be assumed that this pushback would come from Republicans in the Senate and House of Representatives. Surprisingly, though, there’s been resistance from a West Virginia Democrat, Senator Joseph Manchin. As Biden and other Democrats seek to pass a broad spending package that includes clean energy initiatives, Manchin’s objections threaten to derail the White House’s grand plans.Why would Manchin object to green energy spending? Apparently, the senator isn’t in a mood to ramp up government spending right now, particularly in the wake of a red-hot CPI print. To quote Sam Runyon, Manchin’s spokesperson, “Political headlines are of no value to the millions of Americans struggling to afford groceries and gas as inflation soars to 9.1 percent.”Since the Democrats only have a 50-50 majority in the Senate, Manchin’s vote is crucial. Without his support, Biden’s hopes for further federal climate change spending are put on hold, at least for the time being. Also, Congressional elections are coming up in November, and the Democrats might lose some seats in the Senate. In other words, the clock is ticking.Upon the announcement that Manchin isn’t currently supporting the White House’s proposal for sustainability spending, traders dumped their Plug Power shares. It was a veritable bloodbath as Plug Power stock slumped nearly 13% on Friday, landing below $16.Climate Change Legislation Could Still Get PassedApparently, investors connected the dots between Plug Power’s business model, as the company builds hydrogen fuel cells mostly for electric vehicles, and the hold-up in further federal spending on clean energy. Did the traders on Wall Street overreact to the news, though?Headline risk might make you nervous sometimes, but it can also present terrific buying opportunities when traders panic-sell. Here’s a detail of the story that Plug Power’s investors might have missed. Reportedly, Runyon stated that “Senator Manchin has not walked away from the table.” Hence, the senator is apparently open to further discussions about passing further clean energy legislation.Just consider how swift the relief rally might be if this legislation passes. Bear in mind, that politics is a slow process with a lot of conflicts. Political posturing and wrangling are normal and should be expected. The fact that traders dumped Plug Power stock below $16 shows how headline-sensitive they can be, but they might end up regretting their knee-jerk reaction.After all, Plug Power’s future revenue won’t come entirely from the U.S. For instance, the company is teaming up with MOL Group to build a massive green hydrogen production facility in Hungary. Furthermore, Plug Power was recently commissioned by hydrogen company H2 Energy Europe to deliver a one-gigawatt electrolyzer in Denmark. On top of all that, Plug Power plans to construct a 35-tons-per-day green hydrogen generation plant at the Belgian Port of Antwerp-Bruges.Wall Street’s TakeAccording to TipRanks’ analyst rating consensus, PLUG is a Strong Buy, based on 11 Buy and three Hold ratings. The average Plug Power price target is $33.54, implying 117% upside potential.Plug Power Stock Could Recover from the PlungeSure, it was scary to witness Plug Power stock dive headfirst on Friday. However, Plug Power’s revenue won’t only come from its U.S. business. The company also has a major presence in Europe, where sustainability is a high priority.Meanwhile, there’s been a hold-up in the White House’s plans for further federal spending on clean energy. However, this isn’t necessarily the end of the story. If the political roadblocks are cleared before the November elections, then Plug Power stock could power its way back up to fresh highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071074394,"gmtCreate":1657440864618,"gmtModify":1676536008425,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071074394","repostId":"9046320966","repostType":1,"repost":{"id":9046320966,"gmtCreate":1656298971764,"gmtModify":1676535801904,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Weekly Updates: Tech Stocks Rebound Strongly, Bull Trap or Bottom?","htmlText":"After declining for three weeks in a row, the major U.S. stock indexes regained their footing, with the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> surging more than 7%, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> adding more than 6%, and the <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> rising more than 5%.The results marked a near mirror-image reversal from the previous week, when the S&amp;P fell into a bear market as it tumbled more than 20% from a recent high in early January.As&nbsp;of&nbsp;last&nbsp;friday,&nbsp;the&nbsp;Indexes&nbsp;and&nbsp;Market&nbsp;weekly&nbsp;and&nbsp;YTD&nbsp;performances&nbsp;are&nbsp;as&nbsp;below:&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\">$S&amp;P/ASX </a>","listText":"After declining for three weeks in a row, the major U.S. stock indexes regained their footing, with the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> surging more than 7%, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> adding more than 6%, and the <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> rising more than 5%.The results marked a near mirror-image reversal from the previous week, when the S&amp;P fell into a bear market as it tumbled more than 20% from a recent high in early January.As&nbsp;of&nbsp;last&nbsp;friday,&nbsp;the&nbsp;Indexes&nbsp;and&nbsp;Market&nbsp;weekly&nbsp;and&nbsp;YTD&nbsp;performances&nbsp;are&nbsp;as&nbsp;below:&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\">$S&amp;P/ASX </a>","text":"After declining for three weeks in a row, the major U.S. stock indexes regained their footing, with the $NASDAQ(.IXIC)$ surging more than 7%, the $S&P 500(.SPX)$ adding more than 6%, and the $DJIA(.DJI)$ rising more than 5%.The results marked a near mirror-image reversal from the previous week, when the S&P fell into a bear market as it tumbled more than 20% from a recent high in early January.As of last friday, the Indexes and Market weekly and YTD performances are as below: $S&P/ASX","images":[{"img":"https://community-static.tradeup.com/news/88722eab87efdda570f503a085570414","width":"1178","height":"653"},{"img":"https://community-static.tradeup.com/news/96dcb2ba513a6d10bfd05627b9af31b6","width":"816","height":"540"},{"img":"https://community-static.tradeup.com/news/9210e4f287dfa713267c745945f63c6e","width":"1004","height":"340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046320966","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073571085,"gmtCreate":1657389208847,"gmtModify":1676536000464,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073571085","repostId":"2249893579","repostType":4,"repost":{"id":"2249893579","kind":"highlight","pubTimestamp":1657337337,"share":"https://ttm.financial/m/news/2249893579?lang=&edition=fundamental","pubTime":"2022-07-09 11:28","market":"us","language":"en","title":"Nvidia: Time To Buy The King Of Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2249893579","media":"Seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become it","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.</p><p>Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.</p><p>As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.</p><h2><b>Dominating Data Centers Across All 6 Classes</b></h2><p>Nvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.</p><table><tbody><tr><td><p><b>Data Center</b></p></td><td><p><b>Market Size ($ bln)</b></p></td><td><p><b>Market Forecast CAGR</b></p></td><td><p><b>Computer Power</b></p></td><td><p><b>Location</b></p></td><td><p><b>Footprint (&#39;size&#39;)</b></p></td><td><p><b>Types of Users/ Operators</b></p></td><td><p><b>Applications</b></p></td></tr><tr><td><p>Supercomputing Data Center</p></td><td><p>6.5</p></td><td><p>16.2%</p></td><td><p>Very High</p></td><td><p>Self-operated</p></td><td><p>Large</p></td><td><p>Governments, aerospace, petroleum, and automotive industries</p></td><td><p>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research</p></td></tr><tr><td><p>Hyperscale Data Center</p></td><td><p>32.2</p></td><td><p>14.9%</p></td><td><p>High</p></td><td><p>Self-operated</p></td><td><p>Very Large</p></td><td><p>Large multinational companies, cloud service providers</p></td><td><p>Colocation, cryptography, genome processing, and 3D rendering</p></td></tr><tr><td><p>Enterprise Data Center</p></td><td><p>84.2</p></td><td><p>12.0%</p></td><td><p>Low</p></td><td><p>Self-operated</p></td><td><p>Medium</p></td><td><p>Enterprises (Various industries)</p></td><td><p>Company networks and systems (Various industries)</p></td></tr><tr><td><p>Cloud Computing Data Center</p></td><td><p>358.8</p></td><td><p>16.4%</p></td><td><p>High</p></td><td><p>Third-party</p></td><td><p>Very Large</p></td><td><p>Cloud service providers</p></td><td><p>Cloud-native application development, storage (IaaS), streaming, data analytics</p></td></tr><tr><td><p>Edge Data Center</p></td><td><p>7.9</p></td><td><p>17.0%</p></td><td><p>Medium</p></td><td><p>Third-party</p></td><td><p>Medium</p></td><td><p>Edge Data Center Companies, Telco, Healthcare</p></td><td><p>5G, AV, Telemedicine, data analytics,</p></td></tr><tr><td><p>Factory AI Data Center</p></td><td><p>2.3</p></td><td><p>47.9%</p></td><td><p>Medium</p></td><td><p>Self-operated</p></td><td><p>Low</p></td><td><p>Manufacturers</p></td><td><p>Supply Chain Optimization, Predictive Maintenance, Process Control</p></td></tr></tbody></table><p><i>Source: Research and Markets, Nvidia, Khaveen Investments</i></p><p>To illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.</p><h3><b>Supercomputing Data Center</b></h3><p>Firstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such as</p><blockquote>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.</blockquote><p>In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it&#39;s even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.</p><h3><b>Enterprise Data Center</b></h3><p>Besides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified System</p><blockquote>enable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.</blockquote><p>The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.</p><h3><b>Hyperscale Data Centers</b></h3><p>Moreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.</p><h3><b>Cloud Computing </b></h3><p>Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.</p><blockquote>And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – Nvidia</blockquote><h3><b>AI Factory </b></h3><p>In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.</p><blockquote>The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEO</blockquote><h3><b>Edge Data Center</b></h3><p>Lastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutions</p><blockquote>accelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.</blockquote><p>Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.</p><table><tbody><tr><td><p><b>Volume of Data Worldwide</b></p></td><td><p><b>2017</b></p></td><td><p><b>2018</b></p></td><td><p><b>2019</b></p></td><td><p><b>2020</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td></tr><tr><td><p>Cloud Infrastructure Market Revenues ($ bln)</p></td><td><p>46.5</p></td><td><p>69</p></td><td><p>96</p></td><td><p>129.5</p></td><td><p>178.0</p></td><td><p>248.1</p></td><td><p>349.7</p></td><td><p>485.7</p></td><td><p>679.8</p></td><td><p>951.4</p></td></tr><tr><td><p>Cloud Infrastructure Market Revenue Growth %</p></td><td><p>45%</p></td><td><p>48%</p></td><td><p>39%</p></td><td><p>35%</p></td><td><p>37%</p></td><td><p>39%</p></td><td><p>41%</p></td><td><p>39%</p></td><td><p>40%</p></td><td><p>40%</p></td></tr><tr><td><p>Data Volume (ZB)</p></td><td><p>26</p></td><td><p>33</p></td><td><p>41</p></td><td><p>64.2</p></td><td><p>79</p></td><td><p>97</p></td><td><p>120</p></td><td><p>147</p></td><td><p>181</p></td><td><p>222.9</p></td></tr><tr><td><p>Data Volume Growth %</p></td><td><p>44%</p></td><td><p>27%</p></td><td><p>24%</p></td><td><p>57%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>24%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>23%</p></td></tr><tr><td><p>Total Market Capex (Adjusted)</p></td><td><p>54.3</p></td><td><p>82.8</p></td><td><p>88.0</p></td><td><p>125.7</p></td><td><p>163.9</p></td><td><p>209</p></td><td><p>271</p></td><td><p>344</p></td><td><p>442</p></td><td><p>567</p></td></tr><tr><td><p>Total Market Capex Growth %</p></td><td><p>30%</p></td><td><p>52%</p></td><td><p>6%</p></td><td><p>43%</p></td><td><p>30%</p></td><td><p>28%</p></td><td><p>29%</p></td><td><p>27%</p></td><td><p>28%</p></td><td><p>28%</p></td></tr><tr><td><p>Nvidia Data Center Share of Capex Spend</p></td><td><p>3.6%</p></td><td><p>3.5%</p></td><td><p>3.4%</p></td><td><p>5.3%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td></tr><tr><td><p><b>Nvidia Data Center Revenues</b></p></td><td><p><b>1.9</b></p></td><td><p><b>2.9</b></p></td><td><p><b>3.0</b></p></td><td><p><b>6.7</b></p></td><td><p><b>10.6</b></p></td><td><p><b>13.6</b></p></td><td><p><b>17.5</b></p></td><td><p><b>22.3</b></p></td><td><p><b>28.6</b></p></td><td><p><b>36.7</b></p></td></tr><tr><td><p><b>Nvidia Data Center Revenues Growth %</b></p></td><td><p><b>132.5%</b></p></td><td><p><b>51.8%</b></p></td><td><p><b>1.8%</b></p></td><td><p><b>124.5%</b></p></td><td><p><b>58.5%</b></p></td><td><p><b>27.7%</b></p></td><td><p><b>29.2%</b></p></td><td><p><b>27.3%</b></p></td><td><p><b>28.3%</b></p></td><td><p><b>28.3%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Company Data, Khaveen Investments </i></p><p>Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.</p><h2><b>Integrating Software and AI into Data Centers</b></h2><p>A data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,</p><blockquote>GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.</blockquote><p>According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.</p><p>In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.</p><blockquote>With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual Report</blockquote><p></p><p><img src=\"https://static.tigerbbs.com/6b967b108b6c19a49afe2a462c51c98b\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>In addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it has</p><blockquote>over 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.</blockquote><p>Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).</p><p>Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.</p><table><tbody><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>7</p></td><td><p>5</p></td><td><p>4</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>21</p></td><td><p>18</p></td><td><p>7</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>N/A</p></td><td><p>34,237</p></td><td><p>76,308</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>N/A</p></td><td><p>$ 2,277</p></td><td><p>$ 3,843</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>60</p></td><td><p>N/A</p></td><td><p>47.9</p></td></tr><tr><td><p>GPU Price</p></td><td><p>$36,405</p></td><td><p>N/A</p></td><td><p>$ 14,500</p></td></tr><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>0.5</p></td><td><p>0.2</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Price</p></td><td><p>0.3</p></td><td><p>0.2</p></td><td><p>0.5</p></td></tr><tr><td><p><b>Weights</b></p></td><td><p><b>0.37</b></p></td><td><p><b>0.33</b></p></td><td><p><b>0.30</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments </i></p><p>Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.</p><p>In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.</p><table><tbody><tr><td><p><b>Nvidia Enterprise AI Software Revenue ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Market TAM</p></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td><p>150</p></td></tr><tr><td><p>Nvidia Enterprise AI Software</p></td><td><p>0.03</p></td><td><p>0.1</p></td><td><p>0.2</p></td><td><p>0.7</p></td><td><p>2.0</p></td><td><p>6.1</p></td><td><p>18.3</p></td><td><p>55</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.</p><h2><b>$10 billion Arm CPU Opportunity in Data Centers</b></h2><p>Furthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.</p><p>According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.</p><table><tbody><tr><td><p><b>Arm CPU Market Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>x86 Data Center CPU share</p></td><td><p>95%</p></td><td><p>94%</p></td><td><p>92%</p></td><td><p>90%</p></td><td><p>87%</p></td><td><p>84%</p></td><td><p>80%</p></td><td><p>75%</p></td></tr><tr><td><p>Arm Data Center CPU Share</p></td><td><p>5%</p></td><td><p>6.3%</p></td><td><p>7.9%</p></td><td><p>10.0%</p></td><td><p>12.5%</p></td><td><p>15.8%</p></td><td><p>19.9%</p></td><td><p>25%</p></td></tr><tr><td><p>Arm Data Center CPU Share CAGR</p></td><td></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td></td></tr><tr><td><p>x86 Data Center CPU market size</p></td><td><p>24.1</p></td><td><p>26.2</p></td><td><p>28.4</p></td><td><p>30.6</p></td><td><p>32.8</p></td><td><p>34.8</p></td><td><p>36.4</p></td><td><p>37.6</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>8.7%</p></td><td><p>8.3%</p></td><td><p>7.8%</p></td><td><p>7.0%</p></td><td><p>6.1%</p></td><td><p>4.9%</p></td><td><p>3.1%</p></td></tr><tr><td><p>Arm Data Center CPU market size</p></td><td><p>1.3</p></td><td><p>1.8</p></td><td><p>2.4</p></td><td><p>3.4</p></td><td><p>4.7</p></td><td><p>6.5</p></td><td><p>9.0</p></td><td><p>12.5</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>25.4</b></p></td><td><p><b>28.0</b></p></td><td><p><b>30.8</b></p></td><td><p><b>34.0</b></p></td><td><p><b>37.4</b></p></td><td><p><b>41.3</b></p></td><td><p><b>45.5</b></p></td><td><p><b>50.1</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td></tr></tbody></table><p><i>Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen Investments</i></p><p>Companies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.</p><table><tbody><tr><td><p><b>Nvidia Arm CPU Revenue ($ bln)</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Share of TAM</p></td><td><p>1%</p></td><td><p>4.8%</p></td><td><p>8.6%</p></td><td><p>12.4%</p></td><td><p>16.2%</p></td><td><p>20%</p></td></tr><tr><td><p>Nvidia CPU Revenue</p></td><td><p>0.31</p></td><td><p>1.63</p></td><td><p>3.22</p></td><td><p>5.12</p></td><td><p>7.37</p></td><td><p>10.02</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>429.0%</p></td><td><p>97.4%</p></td><td><p>58.9%</p></td><td><p>44.0%</p></td><td><p>36.0%</p></td></tr></tbody></table><p><i>Source: Khaveen Investments </i></p><p>All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.</p><p>To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.</p><h2><b>Risk: Competition from Intel</b></h2><p>In addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.</p><h2><b>Valuation</b></h2><p>We summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.</p><table><tbody><tr><td><p><b>Nvidia Revenue Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td></tr><tr><td><p>Gaming</p></td><td><p>12,462</p></td><td><p>15,953</p></td><td><p>20,421</p></td><td><p>26,141</p></td><td><p>33,463</p></td></tr><tr><td><p>Professional Visualization</p></td><td><p>2,111</p></td><td><p>2,318</p></td><td><p>2,545</p></td><td><p>2,794</p></td><td><p>3,068</p></td></tr><tr><td><p>Data Center</p></td><td><p>10,613</p></td><td><p>13,632</p></td><td><p>18,051</p></td><td><p>24,606</p></td><td><p>33,858</p></td></tr><tr><td><p>Automotive</p></td><td><p>566</p></td><td><p>691</p></td><td><p>842</p></td><td><p>1,028</p></td><td><p>1,254</p></td></tr><tr><td><p>OEM and Other</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>26,914</b></p></td><td><p><b>33,755</b></p></td><td><p><b>43,022</b></p></td><td><p><b>55,731</b></p></td><td><p><b>72,806</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td><p><b>61.4%</b></p></td><td><p><b>25.4%</b></p></td><td><p><b>27.5%</b></p></td><td><p><b>29.5%</b></p></td><td><p><b>30.6%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.</p><p></p><p><img src=\"https://static.tigerbbs.com/e00c22eaa47730a579e234e710016b3b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>SeekingAlpha, Khaveen Investments</p><p>Based on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.</p><p><img src=\"https://static.tigerbbs.com/60d370c61b912473ae428c795c9be999\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Khaveen Investments</p><h2><b>Verdict</b></h2><p>To conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.</p><p>Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a <i>Strong Buy</i> with a target price of <i>$289.85.</i></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>Nvidia: Time To Buy The King Of Data Centers</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: Time To Buy The King Of Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers\">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://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249893579","content_text":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.Dominating Data Centers Across All 6 ClassesNvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.Data CenterMarket Size ($ bln)Market Forecast CAGRComputer PowerLocationFootprint ('size')Types of Users/ OperatorsApplicationsSupercomputing Data Center6.516.2%Very HighSelf-operatedLargeGovernments, aerospace, petroleum, and automotive industriesHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion researchHyperscale Data Center32.214.9%HighSelf-operatedVery LargeLarge multinational companies, cloud service providersColocation, cryptography, genome processing, and 3D renderingEnterprise Data Center84.212.0%LowSelf-operatedMediumEnterprises (Various industries)Company networks and systems (Various industries)Cloud Computing Data Center358.816.4%HighThird-partyVery LargeCloud service providersCloud-native application development, storage (IaaS), streaming, data analyticsEdge Data Center7.917.0%MediumThird-partyMediumEdge Data Center Companies, Telco, Healthcare5G, AV, Telemedicine, data analytics,Factory AI Data Center2.347.9%MediumSelf-operatedLowManufacturersSupply Chain Optimization, Predictive Maintenance, Process ControlSource: Research and Markets, Nvidia, Khaveen InvestmentsTo illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.Supercomputing Data CenterFirstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such asHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it's even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.Enterprise Data CenterBesides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified Systemenable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.Hyperscale Data CentersMoreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.Cloud Computing Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – NvidiaAI Factory In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEOEdge Data CenterLastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutionsaccelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.Volume of Data Worldwide201720182019202020212022F2023F2024F2025F2026FCloud Infrastructure Market Revenues ($ bln)46.56996129.5178.0248.1349.7485.7679.8951.4Cloud Infrastructure Market Revenue Growth %45%48%39%35%37%39%41%39%40%40%Data Volume (ZB)26334164.27997120147181222.9Data Volume Growth %44%27%24%57%23%23%24%23%23%23%Total Market Capex (Adjusted)54.382.888.0125.7163.9209271344442567Total Market Capex Growth %30%52%6%43%30%28%29%27%28%28%Nvidia Data Center Share of Capex Spend3.6%3.5%3.4%5.3%6.5%6.5%6.5%6.5%6.5%6.5%Nvidia Data Center Revenues1.92.93.06.710.613.617.522.328.636.7Nvidia Data Center Revenues Growth %132.5%51.8%1.8%124.5%58.5%27.7%29.2%27.3%28.3%28.3%Source: Nvidia, Company Data, Khaveen Investments Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.Integrating Software and AI into Data CentersA data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual ReportNvidiaIn addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it hasover 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.Competitive PositioningNvidiaIntelAMDNumber of products754Software AI Integrations21187Average Data Center CPU BenchmarkN/A34,23776,308Average Data Center CPU PriceN/A$ 2,277$ 3,843GPU Performance (TFLOPS)60N/A47.9GPU Price$36,405N/A$ 14,500Competitive PositioningNvidiaIntelAMDNumber of products0.50.30.2Software AI Integrations0.50.30.2Average Data Center CPU Benchmark0.20.50.3Average Data Center CPU Price0.20.50.3GPU Performance (TFLOPS)0.50.20.3GPU Price0.30.20.5Weights0.370.330.30Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.Nvidia Enterprise AI Software Revenue ($ bln)20212022F2023F2024F2025F2026F2027F2028FMarket TAM150Nvidia Enterprise AI Software0.030.10.20.72.06.118.355Growth %200%200%200%200%200%200%200%Source: Nvidia, Khaveen Investments Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.$10 billion Arm CPU Opportunity in Data CentersFurthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.Arm CPU Market Projections ($ bln)20212022F2023F2024F2025F2026F2027F2028Fx86 Data Center CPU share95%94%92%90%87%84%80%75%Arm Data Center CPU Share5%6.3%7.9%10.0%12.5%15.8%19.9%25%Arm Data Center CPU Share CAGR25.8%25.8%25.8%25.8%25.8%25.8%x86 Data Center CPU market size24.126.228.430.632.834.836.437.6Growth %8.7%8.3%7.8%7.0%6.1%4.9%3.1%Arm Data Center CPU market size1.31.82.43.44.76.59.012.5Growth %38.7%38.7%38.7%38.7%38.7%38.7%38.7%Total25.428.030.834.037.441.345.550.1Growth %10.20%10.20%10.20%10.20%10.20%10.20%10.20%Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen InvestmentsCompanies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.Nvidia Arm CPU Revenue ($ bln)2023F2024F2025F2026F2027F2028FShare of TAM1%4.8%8.6%12.4%16.2%20%Nvidia CPU Revenue0.311.633.225.127.3710.02Growth %429.0%97.4%58.9%44.0%36.0%Source: Khaveen Investments All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.Risk: Competition from IntelIn addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.ValuationWe summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.Nvidia Revenue Projections ($ bln)20212022F2023F2024F2025FGaming12,46215,95320,42126,14133,463Professional Visualization2,1112,3182,5452,7943,068Data Center10,61313,63218,05124,60633,858Automotive5666918421,0281,254OEM and Other1,1621,1621,1621,1621,162Total26,91433,75543,02255,73172,806Growth %61.4%25.4%27.5%29.5%30.6%Source: Nvidia, Khaveen Investments We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.SeekingAlpha, Khaveen InvestmentsBased on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.Khaveen InvestmentsVerdictTo conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a Strong Buy with a target price of $289.85.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9075948230,"gmtCreate":1658136216820,"gmtModify":1676536110814,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075948230","repostId":"1182870675","repostType":2,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073571085,"gmtCreate":1657389208847,"gmtModify":1676536000464,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073571085","repostId":"2249893579","repostType":4,"repost":{"id":"2249893579","kind":"highlight","pubTimestamp":1657337337,"share":"https://ttm.financial/m/news/2249893579?lang=&edition=fundamental","pubTime":"2022-07-09 11:28","market":"us","language":"en","title":"Nvidia: Time To Buy The King Of Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2249893579","media":"Seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become it","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.</p><p>Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.</p><p>As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.</p><h2><b>Dominating Data Centers Across All 6 Classes</b></h2><p>Nvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.</p><table><tbody><tr><td><p><b>Data Center</b></p></td><td><p><b>Market Size ($ bln)</b></p></td><td><p><b>Market Forecast CAGR</b></p></td><td><p><b>Computer Power</b></p></td><td><p><b>Location</b></p></td><td><p><b>Footprint (&#39;size&#39;)</b></p></td><td><p><b>Types of Users/ Operators</b></p></td><td><p><b>Applications</b></p></td></tr><tr><td><p>Supercomputing Data Center</p></td><td><p>6.5</p></td><td><p>16.2%</p></td><td><p>Very High</p></td><td><p>Self-operated</p></td><td><p>Large</p></td><td><p>Governments, aerospace, petroleum, and automotive industries</p></td><td><p>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research</p></td></tr><tr><td><p>Hyperscale Data Center</p></td><td><p>32.2</p></td><td><p>14.9%</p></td><td><p>High</p></td><td><p>Self-operated</p></td><td><p>Very Large</p></td><td><p>Large multinational companies, cloud service providers</p></td><td><p>Colocation, cryptography, genome processing, and 3D rendering</p></td></tr><tr><td><p>Enterprise Data Center</p></td><td><p>84.2</p></td><td><p>12.0%</p></td><td><p>Low</p></td><td><p>Self-operated</p></td><td><p>Medium</p></td><td><p>Enterprises (Various industries)</p></td><td><p>Company networks and systems (Various industries)</p></td></tr><tr><td><p>Cloud Computing Data Center</p></td><td><p>358.8</p></td><td><p>16.4%</p></td><td><p>High</p></td><td><p>Third-party</p></td><td><p>Very Large</p></td><td><p>Cloud service providers</p></td><td><p>Cloud-native application development, storage (IaaS), streaming, data analytics</p></td></tr><tr><td><p>Edge Data Center</p></td><td><p>7.9</p></td><td><p>17.0%</p></td><td><p>Medium</p></td><td><p>Third-party</p></td><td><p>Medium</p></td><td><p>Edge Data Center Companies, Telco, Healthcare</p></td><td><p>5G, AV, Telemedicine, data analytics,</p></td></tr><tr><td><p>Factory AI Data Center</p></td><td><p>2.3</p></td><td><p>47.9%</p></td><td><p>Medium</p></td><td><p>Self-operated</p></td><td><p>Low</p></td><td><p>Manufacturers</p></td><td><p>Supply Chain Optimization, Predictive Maintenance, Process Control</p></td></tr></tbody></table><p><i>Source: Research and Markets, Nvidia, Khaveen Investments</i></p><p>To illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.</p><h3><b>Supercomputing Data Center</b></h3><p>Firstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such as</p><blockquote>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.</blockquote><p>In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it&#39;s even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.</p><h3><b>Enterprise Data Center</b></h3><p>Besides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified System</p><blockquote>enable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.</blockquote><p>The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.</p><h3><b>Hyperscale Data Centers</b></h3><p>Moreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.</p><h3><b>Cloud Computing </b></h3><p>Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.</p><blockquote>And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – Nvidia</blockquote><h3><b>AI Factory </b></h3><p>In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.</p><blockquote>The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEO</blockquote><h3><b>Edge Data Center</b></h3><p>Lastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutions</p><blockquote>accelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.</blockquote><p>Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.</p><table><tbody><tr><td><p><b>Volume of Data Worldwide</b></p></td><td><p><b>2017</b></p></td><td><p><b>2018</b></p></td><td><p><b>2019</b></p></td><td><p><b>2020</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td></tr><tr><td><p>Cloud Infrastructure Market Revenues ($ bln)</p></td><td><p>46.5</p></td><td><p>69</p></td><td><p>96</p></td><td><p>129.5</p></td><td><p>178.0</p></td><td><p>248.1</p></td><td><p>349.7</p></td><td><p>485.7</p></td><td><p>679.8</p></td><td><p>951.4</p></td></tr><tr><td><p>Cloud Infrastructure Market Revenue Growth %</p></td><td><p>45%</p></td><td><p>48%</p></td><td><p>39%</p></td><td><p>35%</p></td><td><p>37%</p></td><td><p>39%</p></td><td><p>41%</p></td><td><p>39%</p></td><td><p>40%</p></td><td><p>40%</p></td></tr><tr><td><p>Data Volume (ZB)</p></td><td><p>26</p></td><td><p>33</p></td><td><p>41</p></td><td><p>64.2</p></td><td><p>79</p></td><td><p>97</p></td><td><p>120</p></td><td><p>147</p></td><td><p>181</p></td><td><p>222.9</p></td></tr><tr><td><p>Data Volume Growth %</p></td><td><p>44%</p></td><td><p>27%</p></td><td><p>24%</p></td><td><p>57%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>24%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>23%</p></td></tr><tr><td><p>Total Market Capex (Adjusted)</p></td><td><p>54.3</p></td><td><p>82.8</p></td><td><p>88.0</p></td><td><p>125.7</p></td><td><p>163.9</p></td><td><p>209</p></td><td><p>271</p></td><td><p>344</p></td><td><p>442</p></td><td><p>567</p></td></tr><tr><td><p>Total Market Capex Growth %</p></td><td><p>30%</p></td><td><p>52%</p></td><td><p>6%</p></td><td><p>43%</p></td><td><p>30%</p></td><td><p>28%</p></td><td><p>29%</p></td><td><p>27%</p></td><td><p>28%</p></td><td><p>28%</p></td></tr><tr><td><p>Nvidia Data Center Share of Capex Spend</p></td><td><p>3.6%</p></td><td><p>3.5%</p></td><td><p>3.4%</p></td><td><p>5.3%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td></tr><tr><td><p><b>Nvidia Data Center Revenues</b></p></td><td><p><b>1.9</b></p></td><td><p><b>2.9</b></p></td><td><p><b>3.0</b></p></td><td><p><b>6.7</b></p></td><td><p><b>10.6</b></p></td><td><p><b>13.6</b></p></td><td><p><b>17.5</b></p></td><td><p><b>22.3</b></p></td><td><p><b>28.6</b></p></td><td><p><b>36.7</b></p></td></tr><tr><td><p><b>Nvidia Data Center Revenues Growth %</b></p></td><td><p><b>132.5%</b></p></td><td><p><b>51.8%</b></p></td><td><p><b>1.8%</b></p></td><td><p><b>124.5%</b></p></td><td><p><b>58.5%</b></p></td><td><p><b>27.7%</b></p></td><td><p><b>29.2%</b></p></td><td><p><b>27.3%</b></p></td><td><p><b>28.3%</b></p></td><td><p><b>28.3%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Company Data, Khaveen Investments </i></p><p>Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.</p><h2><b>Integrating Software and AI into Data Centers</b></h2><p>A data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,</p><blockquote>GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.</blockquote><p>According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.</p><p>In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.</p><blockquote>With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual Report</blockquote><p></p><p><img src=\"https://static.tigerbbs.com/6b967b108b6c19a49afe2a462c51c98b\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>In addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it has</p><blockquote>over 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.</blockquote><p>Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).</p><p>Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.</p><table><tbody><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>7</p></td><td><p>5</p></td><td><p>4</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>21</p></td><td><p>18</p></td><td><p>7</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>N/A</p></td><td><p>34,237</p></td><td><p>76,308</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>N/A</p></td><td><p>$ 2,277</p></td><td><p>$ 3,843</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>60</p></td><td><p>N/A</p></td><td><p>47.9</p></td></tr><tr><td><p>GPU Price</p></td><td><p>$36,405</p></td><td><p>N/A</p></td><td><p>$ 14,500</p></td></tr><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>0.5</p></td><td><p>0.2</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Price</p></td><td><p>0.3</p></td><td><p>0.2</p></td><td><p>0.5</p></td></tr><tr><td><p><b>Weights</b></p></td><td><p><b>0.37</b></p></td><td><p><b>0.33</b></p></td><td><p><b>0.30</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments </i></p><p>Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.</p><p>In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.</p><table><tbody><tr><td><p><b>Nvidia Enterprise AI Software Revenue ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Market TAM</p></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td><p>150</p></td></tr><tr><td><p>Nvidia Enterprise AI Software</p></td><td><p>0.03</p></td><td><p>0.1</p></td><td><p>0.2</p></td><td><p>0.7</p></td><td><p>2.0</p></td><td><p>6.1</p></td><td><p>18.3</p></td><td><p>55</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.</p><h2><b>$10 billion Arm CPU Opportunity in Data Centers</b></h2><p>Furthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.</p><p>According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.</p><table><tbody><tr><td><p><b>Arm CPU Market Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>x86 Data Center CPU share</p></td><td><p>95%</p></td><td><p>94%</p></td><td><p>92%</p></td><td><p>90%</p></td><td><p>87%</p></td><td><p>84%</p></td><td><p>80%</p></td><td><p>75%</p></td></tr><tr><td><p>Arm Data Center CPU Share</p></td><td><p>5%</p></td><td><p>6.3%</p></td><td><p>7.9%</p></td><td><p>10.0%</p></td><td><p>12.5%</p></td><td><p>15.8%</p></td><td><p>19.9%</p></td><td><p>25%</p></td></tr><tr><td><p>Arm Data Center CPU Share CAGR</p></td><td></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td></td></tr><tr><td><p>x86 Data Center CPU market size</p></td><td><p>24.1</p></td><td><p>26.2</p></td><td><p>28.4</p></td><td><p>30.6</p></td><td><p>32.8</p></td><td><p>34.8</p></td><td><p>36.4</p></td><td><p>37.6</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>8.7%</p></td><td><p>8.3%</p></td><td><p>7.8%</p></td><td><p>7.0%</p></td><td><p>6.1%</p></td><td><p>4.9%</p></td><td><p>3.1%</p></td></tr><tr><td><p>Arm Data Center CPU market size</p></td><td><p>1.3</p></td><td><p>1.8</p></td><td><p>2.4</p></td><td><p>3.4</p></td><td><p>4.7</p></td><td><p>6.5</p></td><td><p>9.0</p></td><td><p>12.5</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>25.4</b></p></td><td><p><b>28.0</b></p></td><td><p><b>30.8</b></p></td><td><p><b>34.0</b></p></td><td><p><b>37.4</b></p></td><td><p><b>41.3</b></p></td><td><p><b>45.5</b></p></td><td><p><b>50.1</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td></tr></tbody></table><p><i>Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen Investments</i></p><p>Companies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.</p><table><tbody><tr><td><p><b>Nvidia Arm CPU Revenue ($ bln)</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Share of TAM</p></td><td><p>1%</p></td><td><p>4.8%</p></td><td><p>8.6%</p></td><td><p>12.4%</p></td><td><p>16.2%</p></td><td><p>20%</p></td></tr><tr><td><p>Nvidia CPU Revenue</p></td><td><p>0.31</p></td><td><p>1.63</p></td><td><p>3.22</p></td><td><p>5.12</p></td><td><p>7.37</p></td><td><p>10.02</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>429.0%</p></td><td><p>97.4%</p></td><td><p>58.9%</p></td><td><p>44.0%</p></td><td><p>36.0%</p></td></tr></tbody></table><p><i>Source: Khaveen Investments </i></p><p>All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.</p><p>To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.</p><h2><b>Risk: Competition from Intel</b></h2><p>In addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.</p><h2><b>Valuation</b></h2><p>We summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.</p><table><tbody><tr><td><p><b>Nvidia Revenue Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td></tr><tr><td><p>Gaming</p></td><td><p>12,462</p></td><td><p>15,953</p></td><td><p>20,421</p></td><td><p>26,141</p></td><td><p>33,463</p></td></tr><tr><td><p>Professional Visualization</p></td><td><p>2,111</p></td><td><p>2,318</p></td><td><p>2,545</p></td><td><p>2,794</p></td><td><p>3,068</p></td></tr><tr><td><p>Data Center</p></td><td><p>10,613</p></td><td><p>13,632</p></td><td><p>18,051</p></td><td><p>24,606</p></td><td><p>33,858</p></td></tr><tr><td><p>Automotive</p></td><td><p>566</p></td><td><p>691</p></td><td><p>842</p></td><td><p>1,028</p></td><td><p>1,254</p></td></tr><tr><td><p>OEM and Other</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>26,914</b></p></td><td><p><b>33,755</b></p></td><td><p><b>43,022</b></p></td><td><p><b>55,731</b></p></td><td><p><b>72,806</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td><p><b>61.4%</b></p></td><td><p><b>25.4%</b></p></td><td><p><b>27.5%</b></p></td><td><p><b>29.5%</b></p></td><td><p><b>30.6%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.</p><p></p><p><img src=\"https://static.tigerbbs.com/e00c22eaa47730a579e234e710016b3b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>SeekingAlpha, Khaveen Investments</p><p>Based on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.</p><p><img src=\"https://static.tigerbbs.com/60d370c61b912473ae428c795c9be999\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Khaveen Investments</p><h2><b>Verdict</b></h2><p>To conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.</p><p>Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a <i>Strong Buy</i> with a target price of <i>$289.85.</i></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>Nvidia: Time To Buy The King Of Data Centers</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: Time To Buy The King Of Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers\">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://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249893579","content_text":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.Dominating Data Centers Across All 6 ClassesNvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.Data CenterMarket Size ($ bln)Market Forecast CAGRComputer PowerLocationFootprint ('size')Types of Users/ OperatorsApplicationsSupercomputing Data Center6.516.2%Very HighSelf-operatedLargeGovernments, aerospace, petroleum, and automotive industriesHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion researchHyperscale Data Center32.214.9%HighSelf-operatedVery LargeLarge multinational companies, cloud service providersColocation, cryptography, genome processing, and 3D renderingEnterprise Data Center84.212.0%LowSelf-operatedMediumEnterprises (Various industries)Company networks and systems (Various industries)Cloud Computing Data Center358.816.4%HighThird-partyVery LargeCloud service providersCloud-native application development, storage (IaaS), streaming, data analyticsEdge Data Center7.917.0%MediumThird-partyMediumEdge Data Center Companies, Telco, Healthcare5G, AV, Telemedicine, data analytics,Factory AI Data Center2.347.9%MediumSelf-operatedLowManufacturersSupply Chain Optimization, Predictive Maintenance, Process ControlSource: Research and Markets, Nvidia, Khaveen InvestmentsTo illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.Supercomputing Data CenterFirstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such asHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it's even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.Enterprise Data CenterBesides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified Systemenable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.Hyperscale Data CentersMoreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.Cloud Computing Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – NvidiaAI Factory In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEOEdge Data CenterLastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutionsaccelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.Volume of Data Worldwide201720182019202020212022F2023F2024F2025F2026FCloud Infrastructure Market Revenues ($ bln)46.56996129.5178.0248.1349.7485.7679.8951.4Cloud Infrastructure Market Revenue Growth %45%48%39%35%37%39%41%39%40%40%Data Volume (ZB)26334164.27997120147181222.9Data Volume Growth %44%27%24%57%23%23%24%23%23%23%Total Market Capex (Adjusted)54.382.888.0125.7163.9209271344442567Total Market Capex Growth %30%52%6%43%30%28%29%27%28%28%Nvidia Data Center Share of Capex Spend3.6%3.5%3.4%5.3%6.5%6.5%6.5%6.5%6.5%6.5%Nvidia Data Center Revenues1.92.93.06.710.613.617.522.328.636.7Nvidia Data Center Revenues Growth %132.5%51.8%1.8%124.5%58.5%27.7%29.2%27.3%28.3%28.3%Source: Nvidia, Company Data, Khaveen Investments Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.Integrating Software and AI into Data CentersA data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual ReportNvidiaIn addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it hasover 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.Competitive PositioningNvidiaIntelAMDNumber of products754Software AI Integrations21187Average Data Center CPU BenchmarkN/A34,23776,308Average Data Center CPU PriceN/A$ 2,277$ 3,843GPU Performance (TFLOPS)60N/A47.9GPU Price$36,405N/A$ 14,500Competitive PositioningNvidiaIntelAMDNumber of products0.50.30.2Software AI Integrations0.50.30.2Average Data Center CPU Benchmark0.20.50.3Average Data Center CPU Price0.20.50.3GPU Performance (TFLOPS)0.50.20.3GPU Price0.30.20.5Weights0.370.330.30Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.Nvidia Enterprise AI Software Revenue ($ bln)20212022F2023F2024F2025F2026F2027F2028FMarket TAM150Nvidia Enterprise AI Software0.030.10.20.72.06.118.355Growth %200%200%200%200%200%200%200%Source: Nvidia, Khaveen Investments Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.$10 billion Arm CPU Opportunity in Data CentersFurthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.Arm CPU Market Projections ($ bln)20212022F2023F2024F2025F2026F2027F2028Fx86 Data Center CPU share95%94%92%90%87%84%80%75%Arm Data Center CPU Share5%6.3%7.9%10.0%12.5%15.8%19.9%25%Arm Data Center CPU Share CAGR25.8%25.8%25.8%25.8%25.8%25.8%x86 Data Center CPU market size24.126.228.430.632.834.836.437.6Growth %8.7%8.3%7.8%7.0%6.1%4.9%3.1%Arm Data Center CPU market size1.31.82.43.44.76.59.012.5Growth %38.7%38.7%38.7%38.7%38.7%38.7%38.7%Total25.428.030.834.037.441.345.550.1Growth %10.20%10.20%10.20%10.20%10.20%10.20%10.20%Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen InvestmentsCompanies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.Nvidia Arm CPU Revenue ($ bln)2023F2024F2025F2026F2027F2028FShare of TAM1%4.8%8.6%12.4%16.2%20%Nvidia CPU Revenue0.311.633.225.127.3710.02Growth %429.0%97.4%58.9%44.0%36.0%Source: Khaveen Investments All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.Risk: Competition from IntelIn addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.ValuationWe summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.Nvidia Revenue Projections ($ bln)20212022F2023F2024F2025FGaming12,46215,95320,42126,14133,463Professional Visualization2,1112,3182,5452,7943,068Data Center10,61313,63218,05124,60633,858Automotive5666918421,0281,254OEM and Other1,1621,1621,1621,1621,162Total26,91433,75543,02255,73172,806Growth %61.4%25.4%27.5%29.5%30.6%Source: Nvidia, Khaveen Investments We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.SeekingAlpha, Khaveen InvestmentsBased on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.Khaveen InvestmentsVerdictTo conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a Strong Buy with a target price of $289.85.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074227790,"gmtCreate":1658365743510,"gmtModify":1676536147861,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074227790","repostId":"1125300989","repostType":2,"repost":{"id":"1125300989","kind":"news","pubTimestamp":1658365394,"share":"https://ttm.financial/m/news/1125300989?lang=&edition=fundamental","pubTime":"2022-07-21 09:03","market":"us","language":"en","title":"Nio Might Be Reaching the End of the Tunnel. Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1125300989","media":"TipRanks","summary":"Story HighlightsNio shares have revived fromits52-week lows of $11.67 and have been trending higher ","content":"<div>\n<p>Story HighlightsNio shares have revived fromits52-week lows of $11.67 and have been trending higher with some volatility. Let’s take a look at what’s driving the stock price movements.Shares of ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-might-be-reaching-the-end-of-the-tunnel-heres-why/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Might Be Reaching the End of the Tunnel. Here’s Why</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\">\nNio Might Be Reaching the End of the Tunnel. Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-might-be-reaching-the-end-of-the-tunnel-heres-why/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsNio shares have revived fromits52-week lows of $11.67 and have been trending higher with some volatility. Let’s take a look at what’s driving the stock price movements.Shares of ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-might-be-reaching-the-end-of-the-tunnel-heres-why/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-might-be-reaching-the-end-of-the-tunnel-heres-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125300989","content_text":"Story HighlightsNio shares have revived fromits52-week lows of $11.67 and have been trending higher with some volatility. Let’s take a look at what’s driving the stock price movements.Shares of electric vehicle (EV) manufacturer Nio (NIO) have recently been on a roller coaster ride. On one hand, growth in deliveries is pushing up the stock; on the other hand, the global recession is punching down on the stock.Though shares now trade at a third of their all-time highs of $60, as seen early last year, they have recovered in the past two months from their 52-week lows of $11.67 and are now trading at around $20.The Good News for NIONIO shares took a downward spiral due to strict COVID-19 lockdowns in Shanghai. However, now, with the easing of the lockdown situation and the resulting resumption of production, shares have bounced back.For June, NIO reported a whopping 60% year-over-year jump in deliveries to 12,961. Further, sequentially, deliveries posted a record 84.5% growth compared to only 7,024 reported in May.Additionally, EV stocks got some push from the news that the Chinese government plans to support EV makers in China by providing subsidies and tax breaks.The Bad News for NIOEV stocks took a beating due to impending fears of a global recession as well as higher interest rates.Investors were concerned that Nio may be in need of additional capital like its peers, and may resort to stock offerings that could dilute the value of the shares.In late June, the stock took a massive hit after the release of a hostile report from Grizzly Research LLC, which accused the company of inflating its revenues and profits.In response, Nio stated that the report was misleading and inaccurate. Nio committed to creating an independent committee to investigate the concerns raised in the report.Analysts Are Bullish about NIOOverall, the stock has a Strong Buy consensus rating based on 10 unanimous Buys. The average Nio price target of $33.66 implies 66.63% upside potential from current levels.High Smart Score for NioNIO scores a 9 out of 10 on TipRanks’ Smart Score rating system, indicating that the stock has strong potential to outperform market expectations.Concluding ThoughtsNio deliveries number in June shows that perhaps, the worst is behind the company with the resumption of production in Shanghai, which suffered due to the COVID-19 situation and the long period of lockdowns earlier this year.The Chinese government support could act as a strong catalyst for the EV maker, assuming NIO management is able to put recent investors’ concerns to rest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993424433,"gmtCreate":1660719255024,"gmtModify":1676536386513,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993424433","repostId":"1107258045","repostType":2,"repost":{"id":"1107258045","kind":"news","pubTimestamp":1660716487,"share":"https://ttm.financial/m/news/1107258045?lang=&edition=fundamental","pubTime":"2022-08-17 14:08","market":"us","language":"en","title":"Sea Limited: Is It Cheap Enough?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107258045","media":"seekingalpha","summary":"SummarySea Limited reported second quarter results but investors were disappointed and punished the ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported second quarter results but investors were disappointed and punished the stock during the following trading day.</li><li>When looking at the results, we can see signs of the business struggling already and the looming recession is adding another risk to the business.</li><li>It is difficult to determine an intrinsic value for Sea Limited, but the stock could be undervalued right now and might be a speculative bet.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a963b30c4a818dfcf6148d33a7d6eaae\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>bunhill</span></p><p>My last article about Sea Limited (NYSE:SE) was published in February 2022 when the stock was trading around $140, and I rated the stock as a hold. Since then, the stock declined more than 35% (and was trading even lower inthe meantime) and as Sea Limited was already declining before my last article it is now trading about 75% below its all-time high the stock reached in the fall of 2021.</p><p>The quarterly earnings results are a good opportunity to take a closer look at Sea Limited again and ask the question if the stock is now cheap enough and a good investment. We start by looking at the quarterly results.</p><p><b>Quarterly Results</b></p><p>On Tuesday, Sea Limited reported second quarter results for fiscal 2022. And while the company could slightly beat earnings per share estimates, it slightly missed revenue expectations. When turning away from analysts’ estimates and look at the hard numbers we can see sales increasing 29.0% year-over-year from $2,281 million in the same quarter last year to $2,943 million this quarter. The rather negative point of view might be growth slowing down over the last few quarters as revenue growth was 64% one quarter ago and 106% two quarters earlier. However, we must keep the macro-economic environment in mind and several other technology companies have troubles growing at all these days.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b36a47b7e0494c88aec4f60add1163b4\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>When looking at the three different segments we see extremely mixed results. Revenue for “Digital Entertainment” declined from $1,024 million in the same quarter last year to $900 million this quarter – resulting in 12.1% year-over-year decline. And “sales of goods” could increase revenue from $257 million in Q2/21 to $287 million in Q2/22 – resulting in 11.7% YoY growth. The biggest part of growth (in absolute and relative numbers) stemmed from “E-commerce and other services” which could grow 75.6% year-over-year from $1,000 million in Q2/21 to $1,756 million in Q2/22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e4e50c54d34ff1ca86adbe13b84de2c\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>While Sea Limited is still able to grow its top line with a solid pace, the increasing costs have a huge negative impact on the operating income (or rather: operating loss) as well as the bottom line. Expenses for sales and marketing were more or less the same (compared to the same quarter last year) but costs of revenue increased with a higher pace than revenue. And especially general &amp; administrative expenses (+96% YoY) as well as research and development expenses (+115% YoY) increased quite a lot.</p><p>As a result, operating loss increased from a loss of $334 million in the same quarter last year to $837 million this quarter and net losses per share increased from $0.61 in Q2/21 to $1.03 in Q2/22.</p><p>And finally, Sea Limited also suspended its e-commerce guidance and although there seems to be a logical explanation, I would see this move as a rather bad sign. In its earnings release, the company is stating:</p><blockquote>In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022.</blockquote><p><b>Light and Shadow</b></p><p>When looking at the e-commerce segment we see solid growth rates for Sea Limited. Year-over-year the number of gross orders increased 42% to 2.0 billion and gross merchandise volume also increased in the same timeframe, but only 27%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04efc4f6c6fdc4547ec2d87affe5352a\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>Aside from e-commerce, digital financial services are also growing. Quarterly active users are growing 53% year-over-year to 52.7 million and the total payment volume for mobile wallet was increasing 36% year-over-year to $5.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798fa51a2c7f971c127efeeb28e5595d\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>In both cases we are seeing solid growth rates, but the number of orders and quarterly active users is growing with a higher pace than gross merchandise/payment volume and this could be interpreted as small warning sign. Active customers are obviously spending less money. This could have several different reasons but could be a first hint for the economy slowing down.</p><p>And when looking at digital entertainment, the picture is becoming murkier. While digital entertainment certainly has a large global user base, we cannot ignore the negative trends over the last few quarters. Not only are quarterly active users declining from 725.2 million one year ago to 619.3 million right now (15% YoY decline), but quarterly paying users declined even 39% YoY from 92.2 million in Q2/21 to 56.1 million in Q2/22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ec45c6f2c60c8479c296ae35bef6a6\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>Sea Limited is explaining the decrease in revenue due to the softening of bookings post-COVID. However, the increase of quarterly paying users between Q2/20 and Q2/21 was almost completely erased. Quarterly paying users increased only with a CAGR of 6% in the last two years – from 49.9 million in Q2/20 to 56.1 million in Q2/22. And so far, digital entertainment is the only segment for Sea Limited which is profitable and with sales and operating income declining this is especially problematic as Sea Limited is using the cash to fund its other business segments.</p><p><b>Recession as Headwind</b></p><p>The looming recession was mentioned countless times in the last few months (by many analysts and contributors including myself). We are seeing growth rates slowing down for many businesses – recently I wrote about Meta Platforms (META) which had to report declining revenue for the first time ever – and Sea Limited is no exception (as we already saw above). And if the recession will hit the world, growth rates might slow down even more. Sea Limited is depending on entertainment, games as well as retail/e-commerce. And these are all segments that are usually affected by a recession. People usually purchase less goods in case of a recession as the disposable income will decline. Rising interest rates will also force people to choose more wisely where to spend money. And spendings for games as well as entertainment are probably not considered essential by most people and might be among the first victims when expenses must be cut.</p><p>Of course, Sea Limited is very active in the Southeast Asia region and while I am pretty sure the United States and many European countries will be in a recession in 2023, I don’t know enough about that region to make reasonable predictions. I am just assuming the next recession being a global and brutal one and therefore affecting most countries and companies around the world.</p><p><b>Problems: Lacking Profitability and Dilution</b></p><p>One problem I see with investing in Sea Limited right now is the lacking profitability of the business. I know Sea Limited is still a rather young company (founded 13 years ago) and it is not untypical for young companies to be not profitable yet – especially if management is still focused on growing with a high pace and sacrificing profitability for high revenue growth. And it seems to be working as Sea Limited is still growing with an extremely high pace compared to other competitors. And the balance sheet (we will get to this) is allowing Sea Limited to be not profitable yet and focus on growth while still burning cash for a few more years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eed9e10e9d9d00e449ddc1b7e0df9db5\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>SE Average Diluted Shares Outstanding (Quarterly) data by YCharts</span></p><p>Sea Limited is also increasing the number of outstanding shares constantly – another aspect I don’t like to see as potential investors. I don’t want to see my stake in the company diluted over time. Nevertheless, Sea Limited is increasing the number of outstanding shares with a high pace in the last few quarters, and we must assume the business will continue to do so in the quarters to come.</p><p><b>Balance Sheet</b></p><p>Sea Limited is continuing to dilute is shares, which is not a good sign for investors as it is lowering the profit for each investor when the number of outstanding shares is continuously increasing. However, it is good to know that Sea Limited doesn’t have to issue additional shares to raise capital as the balance sheet is solid (when management is continuing to dilute it is happening for different reasons).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01b9f1c402d80e51be966f2ec26fc672\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Q2/22 Presentation</span></p><p>In the last few quarters, cash and cash equivalents as well as short-term investments declined from $11.8 billion in the third quarter of fiscal 2021 to about $7.8 billion in the second quarter of fiscal 2022. Nevertheless, on June 30, 2022, the company still had $6,493 million in cash and cash equivalents and $1,288 million in short-term investments on its balance sheet and no short- or long-term debt. And as Sea Limited will probably not be profitable in the next few quarters (and most likely not generate free cash flow) it is good to know that the business won’t have to rely on additional cash.</p><p><b>Intrinsic Value Calculation</b></p><p>Sea Limited is still not profitable, which is making it rather difficult to look at simple valuation metrics – with free cash flow as well as earnings per share being negative in the last four quarters, we can’t neither calculate a P/FCF ratio nor a P/E ratio. Instead, we can look at the price-sales ratio and since my last article in February 2022, the price-sales ratio continued to decline further. Right now, Sea Limited is trading for 4.4 times sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14542e22f7c95a056cfb343d98340c5c\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/><span>SE PS Ratio data by YCharts</span></p><p>And it might be helpful to offer some perspective to interpret that price-sales ratio. Of the four companies presented above, Sea Limited has the highest price-sales ratio, but aside from Alibaba (BABA), which is trading for only 1.9 times sales, the other three companies have almost similar P/S ratios. Tencent (OTCPK:TCEHY) is trading for 4.3 times sales and Meta Platforms is trading for 4.2 times sales.</p><p>And these three companies – Alibaba, Tencent and Meta Platforms – are all stocks I consider undervalued right now. The fact, that two of them are trading for a similar P/S ratio as Sea Limited although Sea Limited can grow at a much higher pace might imply that Sea Limited is rather cheap right now.</p><p>Of course, Sea Limited must become profitable in a similar way as these businesses to make P/S ratios comparable. And so far, Sea Limited is struggling to be profitable, but as we are talking about similar business models, I think Sea Limited can become profitable in a similar way. The company is trying to grow with a high pace and take market shares – like most of these technology companies did in the early days.</p><p><b>Conclusion</b></p><p>Following earnings, Sea Limited seems to be taking a big hit and the stock declined almost 14% on Tuesday as investors are obviously not satisfied with the news. And at $75 the stock might be worth a shot, and I would describe myself as slightly bullish. Ray Dalio and his hedge fund Bridgewater also invested recently in Sea Limited (and sold the stakes in the Chinese companies Alibaba and JD.com (JD)).</p><p>Although Sea Limited might be undervalued at this point, we should not ignore that a bear market and recession is most likely still upon us. I expect the next few years to be rather challenging for stocks and when the recession will hit the economy earnings per share will decline and many stocks will go much lower. Despite an already 75% decline for Sea Limited, the stock could go lower. When remembering the Dotcom bubble and stocks declining 90% or 95%, we get a feeling how low technology stocks could go.</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>Sea Limited: Is It Cheap Enough?</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\">\nSea Limited: Is It Cheap Enough?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 14:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535070-sea-limited-is-it-cheap-enough?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported second quarter results but investors were disappointed and punished the stock during the following trading day.When looking at the results, we can see signs of the business...</p>\n\n<a href=\"https://seekingalpha.com/article/4535070-sea-limited-is-it-cheap-enough?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4535070-sea-limited-is-it-cheap-enough?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1107258045","content_text":"SummarySea Limited reported second quarter results but investors were disappointed and punished the stock during the following trading day.When looking at the results, we can see signs of the business struggling already and the looming recession is adding another risk to the business.It is difficult to determine an intrinsic value for Sea Limited, but the stock could be undervalued right now and might be a speculative bet.bunhillMy last article about Sea Limited (NYSE:SE) was published in February 2022 when the stock was trading around $140, and I rated the stock as a hold. Since then, the stock declined more than 35% (and was trading even lower inthe meantime) and as Sea Limited was already declining before my last article it is now trading about 75% below its all-time high the stock reached in the fall of 2021.The quarterly earnings results are a good opportunity to take a closer look at Sea Limited again and ask the question if the stock is now cheap enough and a good investment. We start by looking at the quarterly results.Quarterly ResultsOn Tuesday, Sea Limited reported second quarter results for fiscal 2022. And while the company could slightly beat earnings per share estimates, it slightly missed revenue expectations. When turning away from analysts’ estimates and look at the hard numbers we can see sales increasing 29.0% year-over-year from $2,281 million in the same quarter last year to $2,943 million this quarter. The rather negative point of view might be growth slowing down over the last few quarters as revenue growth was 64% one quarter ago and 106% two quarters earlier. However, we must keep the macro-economic environment in mind and several other technology companies have troubles growing at all these days.Sea Limited Q2/22 PresentationWhen looking at the three different segments we see extremely mixed results. Revenue for “Digital Entertainment” declined from $1,024 million in the same quarter last year to $900 million this quarter – resulting in 12.1% year-over-year decline. And “sales of goods” could increase revenue from $257 million in Q2/21 to $287 million in Q2/22 – resulting in 11.7% YoY growth. The biggest part of growth (in absolute and relative numbers) stemmed from “E-commerce and other services” which could grow 75.6% year-over-year from $1,000 million in Q2/21 to $1,756 million in Q2/22.Sea Limited Q2/22 PresentationWhile Sea Limited is still able to grow its top line with a solid pace, the increasing costs have a huge negative impact on the operating income (or rather: operating loss) as well as the bottom line. Expenses for sales and marketing were more or less the same (compared to the same quarter last year) but costs of revenue increased with a higher pace than revenue. And especially general & administrative expenses (+96% YoY) as well as research and development expenses (+115% YoY) increased quite a lot.As a result, operating loss increased from a loss of $334 million in the same quarter last year to $837 million this quarter and net losses per share increased from $0.61 in Q2/21 to $1.03 in Q2/22.And finally, Sea Limited also suspended its e-commerce guidance and although there seems to be a logical explanation, I would see this move as a rather bad sign. In its earnings release, the company is stating:In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022.Light and ShadowWhen looking at the e-commerce segment we see solid growth rates for Sea Limited. Year-over-year the number of gross orders increased 42% to 2.0 billion and gross merchandise volume also increased in the same timeframe, but only 27%.Sea Limited Q2/22 PresentationAside from e-commerce, digital financial services are also growing. Quarterly active users are growing 53% year-over-year to 52.7 million and the total payment volume for mobile wallet was increasing 36% year-over-year to $5.7 billion.Sea Limited Q2/22 PresentationIn both cases we are seeing solid growth rates, but the number of orders and quarterly active users is growing with a higher pace than gross merchandise/payment volume and this could be interpreted as small warning sign. Active customers are obviously spending less money. This could have several different reasons but could be a first hint for the economy slowing down.And when looking at digital entertainment, the picture is becoming murkier. While digital entertainment certainly has a large global user base, we cannot ignore the negative trends over the last few quarters. Not only are quarterly active users declining from 725.2 million one year ago to 619.3 million right now (15% YoY decline), but quarterly paying users declined even 39% YoY from 92.2 million in Q2/21 to 56.1 million in Q2/22.Sea Limited Q2/22 PresentationSea Limited is explaining the decrease in revenue due to the softening of bookings post-COVID. However, the increase of quarterly paying users between Q2/20 and Q2/21 was almost completely erased. Quarterly paying users increased only with a CAGR of 6% in the last two years – from 49.9 million in Q2/20 to 56.1 million in Q2/22. And so far, digital entertainment is the only segment for Sea Limited which is profitable and with sales and operating income declining this is especially problematic as Sea Limited is using the cash to fund its other business segments.Recession as HeadwindThe looming recession was mentioned countless times in the last few months (by many analysts and contributors including myself). We are seeing growth rates slowing down for many businesses – recently I wrote about Meta Platforms (META) which had to report declining revenue for the first time ever – and Sea Limited is no exception (as we already saw above). And if the recession will hit the world, growth rates might slow down even more. Sea Limited is depending on entertainment, games as well as retail/e-commerce. And these are all segments that are usually affected by a recession. People usually purchase less goods in case of a recession as the disposable income will decline. Rising interest rates will also force people to choose more wisely where to spend money. And spendings for games as well as entertainment are probably not considered essential by most people and might be among the first victims when expenses must be cut.Of course, Sea Limited is very active in the Southeast Asia region and while I am pretty sure the United States and many European countries will be in a recession in 2023, I don’t know enough about that region to make reasonable predictions. I am just assuming the next recession being a global and brutal one and therefore affecting most countries and companies around the world.Problems: Lacking Profitability and DilutionOne problem I see with investing in Sea Limited right now is the lacking profitability of the business. I know Sea Limited is still a rather young company (founded 13 years ago) and it is not untypical for young companies to be not profitable yet – especially if management is still focused on growing with a high pace and sacrificing profitability for high revenue growth. And it seems to be working as Sea Limited is still growing with an extremely high pace compared to other competitors. And the balance sheet (we will get to this) is allowing Sea Limited to be not profitable yet and focus on growth while still burning cash for a few more years.SE Average Diluted Shares Outstanding (Quarterly) data by YChartsSea Limited is also increasing the number of outstanding shares constantly – another aspect I don’t like to see as potential investors. I don’t want to see my stake in the company diluted over time. Nevertheless, Sea Limited is increasing the number of outstanding shares with a high pace in the last few quarters, and we must assume the business will continue to do so in the quarters to come.Balance SheetSea Limited is continuing to dilute is shares, which is not a good sign for investors as it is lowering the profit for each investor when the number of outstanding shares is continuously increasing. However, it is good to know that Sea Limited doesn’t have to issue additional shares to raise capital as the balance sheet is solid (when management is continuing to dilute it is happening for different reasons).Sea Limited Q2/22 PresentationIn the last few quarters, cash and cash equivalents as well as short-term investments declined from $11.8 billion in the third quarter of fiscal 2021 to about $7.8 billion in the second quarter of fiscal 2022. Nevertheless, on June 30, 2022, the company still had $6,493 million in cash and cash equivalents and $1,288 million in short-term investments on its balance sheet and no short- or long-term debt. And as Sea Limited will probably not be profitable in the next few quarters (and most likely not generate free cash flow) it is good to know that the business won’t have to rely on additional cash.Intrinsic Value CalculationSea Limited is still not profitable, which is making it rather difficult to look at simple valuation metrics – with free cash flow as well as earnings per share being negative in the last four quarters, we can’t neither calculate a P/FCF ratio nor a P/E ratio. Instead, we can look at the price-sales ratio and since my last article in February 2022, the price-sales ratio continued to decline further. Right now, Sea Limited is trading for 4.4 times sales.SE PS Ratio data by YChartsAnd it might be helpful to offer some perspective to interpret that price-sales ratio. Of the four companies presented above, Sea Limited has the highest price-sales ratio, but aside from Alibaba (BABA), which is trading for only 1.9 times sales, the other three companies have almost similar P/S ratios. Tencent (OTCPK:TCEHY) is trading for 4.3 times sales and Meta Platforms is trading for 4.2 times sales.And these three companies – Alibaba, Tencent and Meta Platforms – are all stocks I consider undervalued right now. The fact, that two of them are trading for a similar P/S ratio as Sea Limited although Sea Limited can grow at a much higher pace might imply that Sea Limited is rather cheap right now.Of course, Sea Limited must become profitable in a similar way as these businesses to make P/S ratios comparable. And so far, Sea Limited is struggling to be profitable, but as we are talking about similar business models, I think Sea Limited can become profitable in a similar way. The company is trying to grow with a high pace and take market shares – like most of these technology companies did in the early days.ConclusionFollowing earnings, Sea Limited seems to be taking a big hit and the stock declined almost 14% on Tuesday as investors are obviously not satisfied with the news. And at $75 the stock might be worth a shot, and I would describe myself as slightly bullish. Ray Dalio and his hedge fund Bridgewater also invested recently in Sea Limited (and sold the stakes in the Chinese companies Alibaba and JD.com (JD)).Although Sea Limited might be undervalued at this point, we should not ignore that a bear market and recession is most likely still upon us. I expect the next few years to be rather challenging for stocks and when the recession will hit the economy earnings per share will decline and many stocks will go much lower. Despite an already 75% decline for Sea Limited, the stock could go lower. When remembering the Dotcom bubble and stocks declining 90% or 95%, we get a feeling how low technology stocks could go.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990543619,"gmtCreate":1660375890534,"gmtModify":1676533461964,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990543619","repostId":"2259233797","repostType":4,"repost":{"id":"2259233797","kind":"highlight","pubTimestamp":1660348965,"share":"https://ttm.financial/m/news/2259233797?lang=&edition=fundamental","pubTime":"2022-08-13 08:02","market":"us","language":"en","title":"Best Stocks To Buy Right Now? 3 Meme Stocks To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2259233797","media":"StreetInsider","summary":"Should Investors Be Watching These Top Meme Stocks In The Stock Market?Meme stocks have taken the st","content":"<html><head></head><body><p><b>Should Investors Be Watching These Top Meme Stocks In The Stock Market?</b></p><p>Meme stocks have taken the stock market investing world by storm in recent years. What began as a meme on Reddit has turned into a serious investment strategy for many individuals. For the uninitiated, meme stocks are stocks that are popular amongst social media communities. These stocks often see significant price swings due to the high level of speculation and hype surrounding them.</p><p>Some of the most popular meme stocks include <b>GameStop</b> (NYSE: GME), <b><a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> Markets </b>(NASDAQ: HOOD), and <b>BlackBerry</b> (NYSE: BB). While meme stocks can be highly volatile, they can also offer investors the opportunity to make significant profits. For these reasons, meme stocks have become increasingly popular amongst individual investors. If you&#39;re keen on investing in meme stocks, here are three to watch in the stock market today.</p><p><b>Meme Stocks To Watch Today</b></p><ul><li><b>Bed Bath &amp; Beyond</b> (NASDAQ: BBBY)</li><li><b>Tesla Inc.</b> (NASDAQ: TSLA)</li><li><b>AMC Entertainment Holdings Inc.</b> (NYSE: AMC)</li></ul><p><b>Bed Bath &amp; Beyond (BBBY Stock)</b></p><p>First on the list is <b>Bed Bath &amp; Beyond</b> (BBBY). For starters, Bed Bath &amp; Beyond is a home furnishings retailer, which operates 955 stores in all 50 U.S. states, Puerto Rico, Canada, and Mexico. According to TrueTradingGroup.com&#39;s social sentiment scanner, on Friday BBBY stock is the most mentioned stock ticker in the r/WallStreetBets Reddit community. As a result, shares of BBBY stock are up another 19% during Friday afternoon&#39;s trading session at $12.69 per share.</p><p><img src=\"https://static.tigerbbs.com/a79a1d72212c578e536d6c811fa63daa\" tg-width=\"1024\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TrueTradingGroup.com</p><p>Furthermore, in June Bed Bath &amp; Beyond reported its Q1 earning results. In it, the company reported a loss of $2.83 per share on revenue of $1.5 billion. Analysts&#39; consensus estimate was a loss of $1.33 per share on revenue of $1.5 billion. Meaning, that BBBY missed its earnings expectations for the quarter.</p><p>Sue Gove Interim Chief Executive Officer stated, &#34;<i>I step into this role keenly aware of the macro-economic environment. In the quarter there was an acute shift in customer sentiment and, since then, pressures have materially escalated. This includes steep inflation and fluctuations in purchasing patterns, leading to significant dislocation in our sales and inventory that we will be working to actively resolve. The simple reality though is that our first quarter&#39;s results are not up to our expectations, nor are they reflective of the Company&#39;s true potential. The initiatives we are instituting today are just the first steps in putting our business on firm footing to drive our future success.</i>&#34; All in all, I wouldn&#39;t be surprised if investors are going to continue to keep a close eye on BBBY stock.</p><p><img src=\"https://static.tigerbbs.com/472a873ee5c1f4cf25994c6367240e13\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TD Ameritrade TOS</p><p><b>Tesla Inc. (TSLA Stock)</b></p><p>Following that, let&#39;s look at EV maker Tesla (TSLA). in brief the company designs, develops, manufactures, sells, and leases fully electric automobiles, as well as energy generation and storage systems, and provides related services. Next, Tesla&#39;s automotive segment includes the sales of automotive regulatory credits. The automotive segment also makes up services and others, which include non-warranty after-sales vehicle services, used car sales, retail items, sales to third-party consumers via acquired companies, and vehicle insurance.</p><p>In July, <b>Tesla</b> posted stronger-than-estimated second quarter fiscal earnings. In detail, the company called it a &#34;tough quarter&#34;. This is referencing the closing of its plants in Shanghai and global supply shortages. Additionally, they recorded an increase of 57% in adjusted earnings to $2.27 per share. Meanwhile, revenue increased 42% year-over-year to $16.934 billion. For context, this beat wall street estimates of $1.81 a share, with sales of $16.54 billion.</p><p>In the company&#39;s presentation to shareholders, they stated, &#34;<i>We continued to make significant progress across the business during the second quarter of 2022. Though we faced certain challenges, including limited production and shutdowns in Shanghai for the majority of the quarter, we achieved an operating margin among the highest in the industry of 14.6%, positive free cash flow of $621M, and ended the quarter with the highest vehicle production month in our history.</i>&#34; On Friday, shares of TSLA stock are green 3.78% and is currently trading at $892.26. Considering all of this, would you add TSLA stock to your radar right now?</p><p><img src=\"https://static.tigerbbs.com/cffeca4f26580722535dbf2f8ac52bfb\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TD Ameritrade TOS</p><p><b>AMC Entertainment (AMC Stock)</b></p><p>To sum up, the list, let&#39;s check out AMC Entertainment (AMC). AMC Entertainment has been of the most popular meme stocks among retail investors. Though, the company itself is one of the biggest movie exhibition companies in the U.S. and Europe. For a sense of scale, it has nearly 950 theaters and 10,500 screens worldwide. The company&#39;s brands include AMC, AMC Classic, and AMC Dine-in.</p><p>Just this month, AMC reported a miss for its second quarter 2022 earnings results. Diving in, AMC reported a loss of $0.17 per share on revenue of $1.2 billion for Q2. The consensus estimate was a loss of $0.20 per share on revenue of $1.2 billion. However, the company was able to increase revenue by 162.3% on a year-over-year basis.</p><p>Adam Aron AMC Entertainment Chairman &amp; CEO commented, &#34;<i>AMC just completed a spectacularly encouraging second quarter that boosts our mood and brightens our prospects as we look ahead. Total Revenue in the second quarter of 2022 was more than two and a half times the revenue of the second quarter a year ago, and Adjusted EBITDA of a positive $106.7 million compares ever so favorably to a loss a year back in Adjusted EBITDA of a $150.8 million. That is a $257.5 million improvement in only twelve months.</i>&#34; In the last month of trading action AMC stock is up over 57% and is currently trading at $24.60 on Friday afternoon. Do you think AMC is a meme stock worth watching right now?</p><p><img src=\"https://static.tigerbbs.com/dbde89c7eeb08bbf0ff295ef23607fda\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: TD Ameritrade TOS</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>Best Stocks To Buy Right Now? 3 Meme Stocks To Know</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\">\nBest Stocks To Buy Right Now? 3 Meme Stocks To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-13 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20458478><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Should Investors Be Watching These Top Meme Stocks In The Stock Market?Meme stocks have taken the stock market investing world by storm in recent years. What began as a meme on Reddit has turned into ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20458478\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4577":"网络游戏","BK4527":"明星科技股","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4076":"电脑与电子产品零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","HOOD":"Robinhood","BB":"黑莓","BK4097":"系统软件","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","BK4539":"次新股","BK4547":"WSB热门概念","AMC":"AMC院线","BK4178":"家庭装饰零售","BBBY":"3B家居","GME":"游戏驿站","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20458478","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259233797","content_text":"Should Investors Be Watching These Top Meme Stocks In The Stock Market?Meme stocks have taken the stock market investing world by storm in recent years. What began as a meme on Reddit has turned into a serious investment strategy for many individuals. For the uninitiated, meme stocks are stocks that are popular amongst social media communities. These stocks often see significant price swings due to the high level of speculation and hype surrounding them.Some of the most popular meme stocks include GameStop (NYSE: GME), Robinhood Markets (NASDAQ: HOOD), and BlackBerry (NYSE: BB). While meme stocks can be highly volatile, they can also offer investors the opportunity to make significant profits. For these reasons, meme stocks have become increasingly popular amongst individual investors. If you're keen on investing in meme stocks, here are three to watch in the stock market today.Meme Stocks To Watch TodayBed Bath & Beyond (NASDAQ: BBBY)Tesla Inc. (NASDAQ: TSLA)AMC Entertainment Holdings Inc. (NYSE: AMC)Bed Bath & Beyond (BBBY Stock)First on the list is Bed Bath & Beyond (BBBY). For starters, Bed Bath & Beyond is a home furnishings retailer, which operates 955 stores in all 50 U.S. states, Puerto Rico, Canada, and Mexico. According to TrueTradingGroup.com's social sentiment scanner, on Friday BBBY stock is the most mentioned stock ticker in the r/WallStreetBets Reddit community. As a result, shares of BBBY stock are up another 19% during Friday afternoon's trading session at $12.69 per share.Source: TrueTradingGroup.comFurthermore, in June Bed Bath & Beyond reported its Q1 earning results. In it, the company reported a loss of $2.83 per share on revenue of $1.5 billion. Analysts' consensus estimate was a loss of $1.33 per share on revenue of $1.5 billion. Meaning, that BBBY missed its earnings expectations for the quarter.Sue Gove Interim Chief Executive Officer stated, \"I step into this role keenly aware of the macro-economic environment. In the quarter there was an acute shift in customer sentiment and, since then, pressures have materially escalated. This includes steep inflation and fluctuations in purchasing patterns, leading to significant dislocation in our sales and inventory that we will be working to actively resolve. The simple reality though is that our first quarter's results are not up to our expectations, nor are they reflective of the Company's true potential. The initiatives we are instituting today are just the first steps in putting our business on firm footing to drive our future success.\" All in all, I wouldn't be surprised if investors are going to continue to keep a close eye on BBBY stock.Source: TD Ameritrade TOSTesla Inc. (TSLA Stock)Following that, let's look at EV maker Tesla (TSLA). in brief the company designs, develops, manufactures, sells, and leases fully electric automobiles, as well as energy generation and storage systems, and provides related services. Next, Tesla's automotive segment includes the sales of automotive regulatory credits. The automotive segment also makes up services and others, which include non-warranty after-sales vehicle services, used car sales, retail items, sales to third-party consumers via acquired companies, and vehicle insurance.In July, Tesla posted stronger-than-estimated second quarter fiscal earnings. In detail, the company called it a \"tough quarter\". This is referencing the closing of its plants in Shanghai and global supply shortages. Additionally, they recorded an increase of 57% in adjusted earnings to $2.27 per share. Meanwhile, revenue increased 42% year-over-year to $16.934 billion. For context, this beat wall street estimates of $1.81 a share, with sales of $16.54 billion.In the company's presentation to shareholders, they stated, \"We continued to make significant progress across the business during the second quarter of 2022. Though we faced certain challenges, including limited production and shutdowns in Shanghai for the majority of the quarter, we achieved an operating margin among the highest in the industry of 14.6%, positive free cash flow of $621M, and ended the quarter with the highest vehicle production month in our history.\" On Friday, shares of TSLA stock are green 3.78% and is currently trading at $892.26. Considering all of this, would you add TSLA stock to your radar right now?Source: TD Ameritrade TOSAMC Entertainment (AMC Stock)To sum up, the list, let's check out AMC Entertainment (AMC). AMC Entertainment has been of the most popular meme stocks among retail investors. Though, the company itself is one of the biggest movie exhibition companies in the U.S. and Europe. For a sense of scale, it has nearly 950 theaters and 10,500 screens worldwide. The company's brands include AMC, AMC Classic, and AMC Dine-in.Just this month, AMC reported a miss for its second quarter 2022 earnings results. Diving in, AMC reported a loss of $0.17 per share on revenue of $1.2 billion for Q2. The consensus estimate was a loss of $0.20 per share on revenue of $1.2 billion. However, the company was able to increase revenue by 162.3% on a year-over-year basis.Adam Aron AMC Entertainment Chairman & CEO commented, \"AMC just completed a spectacularly encouraging second quarter that boosts our mood and brightens our prospects as we look ahead. Total Revenue in the second quarter of 2022 was more than two and a half times the revenue of the second quarter a year ago, and Adjusted EBITDA of a positive $106.7 million compares ever so favorably to a loss a year back in Adjusted EBITDA of a $150.8 million. That is a $257.5 million improvement in only twelve months.\" In the last month of trading action AMC stock is up over 57% and is currently trading at $24.60 on Friday afternoon. Do you think AMC is a meme stock worth watching right now?Source: TD Ameritrade TOS","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906777139,"gmtCreate":1659603646324,"gmtModify":1705982083529,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906777139","repostId":"2256196810","repostType":2,"repost":{"id":"2256196810","kind":"highlight","pubTimestamp":1659602708,"share":"https://ttm.financial/m/news/2256196810?lang=&edition=fundamental","pubTime":"2022-08-04 16:45","market":"other","language":"en","title":"Can You Retire as a Millionaire Using Only ETFs?","url":"https://stock-news.laohu8.com/highlight/detail?id=2256196810","media":"Motley Fool","summary":"It would take time, but it's certainly doable.","content":"<html><head></head><body><p>Exchange-traded funds (ETFs) have surged in popularity over the past few years -- fund inflows set a new record in 2021. And even with the <b>S&amp;P 500</b> down nearly 15% year to date, those inflows remain robust. According to <b>FactSet Research</b>, $332 billion flowed into ETFs in the first half of 2022. If investors keep up that pace, more money will be deployed into ETFs this year than was invested in them in any other year besides 2021.</p><p>So while many people are exiting their stock positions amid this market downturn, it appears that as a group, investors are still piling into ETFs. In volatile markets, there&#39;s an added appeal to investments that provide low-fee access to a diversified basket of stocks within a certain sector or that fit a specific investment style or strategy. And they are well-suited for those who are taking a long-term approach, which is why they make a lot of sense for those investing for retirement. But can you retire a millionaire by investing in ETFs alone?</p><h2>Building a million-dollar portfolio</h2><p>Today, there are some 2,600 ETFs available in the U.S., and they come in every stripe, so you could certainly build a portfolio out of ETFs alone that includes a mix of aggressive growth, deep value, income focused, large cap, small cap, and everything in between.</p><p>But to reach a seven-figure value, the key ingredient is time. Let&#39;s see how long hitting that goal might take for someone who built their portfolio out of three ETFs that represent different segments of the market.</p><p>One would be an aggressive growth ETF, the <b>Vanguard Information Technology ETF</b>, which invests in about 425 technology stocks of various market caps. Another would be a plain-vanilla large-cap fund that tracks the <b>S&amp;P 500,</b> the <b>SPDR S&amp;P 500 ETF</b>. The third would be on the other end of the spectrum, a small-cap value fund, the <b>Invesco S&amp;P SmallCap Value with Momentum ETF</b>.</p><h2>Can you get there?</h2><p>Let&#39;s look at the 10-year track records of these funds to get a sense of what type of returns they have generated in the past -- which included a long bull market and two bear markets. Through July 28, the Vanguard Information Technology ETF had an average annualized return of 18.1%, the SPDR S&amp;P 500 ETF had an annualized return of 11.3%, and the Invesco S&amp;P SmallCap Value with Momentum ETF had an annualized return of 11.9%.</p><p>If you invested $10,000 in each of these funds 10 years ago and contributed another $150 to each one monthly, you would have about $240,000 right now.</p><p>Now, let&#39;s consider their returns over an even longer timeline. Two of these funds don&#39;t have track records that go back 20 years. But since its inception in 2004, the Vanguard ETF has recorded an 11.2% annualized return. And since it was launched in 2005, the Invesco fund has enjoyed an annualized return of 6.9%. The SPDR fund, which has been around the longest, had an annualized return of 7.8% over the past 20 years.</p><p>Now, based on the same scenario above with $10,000 initial investments plus $150 monthly contributions, you&#39;d have about $477,000 in your portfolio after 20 years, given these longer-term rates of return. Your total contribution over 20 years would be just $46,000 per ETF.</p><p>So, applying those rates of return out further into the future, a portfolio using this investment strategy and these three ETFs would need about 28 years to hit $1 million in value. So if you&#39;re just starting out as an investor and you&#39;re 40 or younger, it is certainly doable. If you are over 40, reaching that goal may require a more aggressive investing approach.</p><p>But of course, these are projections based on prior fund performance, and we can&#39;t assume the market will behave in the next 20 or 30 years the same way it has over the past 20 or 30 years. However, it should give you a general sense of the value of a long-term strategy.</p><p>Also keep in mind this hypothetical is but one example of a diversified ETF portfolio -- there are thousands of ETFs to choose from. Investors should focus on building a portfolio that fits their own unique risk tolerance and goals -- ever mindful of the fact that the longer the time horizon, the better off they will be in reaching that million-dollar goal.</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>Can You Retire as a Millionaire Using Only ETFs?</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 You Retire as a Millionaire Using Only ETFs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/03/can-you-retire-as-a-millionaire-using-only-etfs/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exchange-traded funds (ETFs) have surged in popularity over the past few years -- fund inflows set a new record in 2021. And even with the S&P 500 down nearly 15% year to date, those inflows remain ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/03/can-you-retire-as-a-millionaire-using-only-etfs/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","VGT":"信息技术ETF-Vanguard","XSVM":"Invesco S&P SmallCap Value with Momentum ETF"},"source_url":"https://www.fool.com/investing/2022/08/03/can-you-retire-as-a-millionaire-using-only-etfs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256196810","content_text":"Exchange-traded funds (ETFs) have surged in popularity over the past few years -- fund inflows set a new record in 2021. And even with the S&P 500 down nearly 15% year to date, those inflows remain robust. According to FactSet Research, $332 billion flowed into ETFs in the first half of 2022. If investors keep up that pace, more money will be deployed into ETFs this year than was invested in them in any other year besides 2021.So while many people are exiting their stock positions amid this market downturn, it appears that as a group, investors are still piling into ETFs. In volatile markets, there's an added appeal to investments that provide low-fee access to a diversified basket of stocks within a certain sector or that fit a specific investment style or strategy. And they are well-suited for those who are taking a long-term approach, which is why they make a lot of sense for those investing for retirement. But can you retire a millionaire by investing in ETFs alone?Building a million-dollar portfolioToday, there are some 2,600 ETFs available in the U.S., and they come in every stripe, so you could certainly build a portfolio out of ETFs alone that includes a mix of aggressive growth, deep value, income focused, large cap, small cap, and everything in between.But to reach a seven-figure value, the key ingredient is time. Let's see how long hitting that goal might take for someone who built their portfolio out of three ETFs that represent different segments of the market.One would be an aggressive growth ETF, the Vanguard Information Technology ETF, which invests in about 425 technology stocks of various market caps. Another would be a plain-vanilla large-cap fund that tracks the S&P 500, the SPDR S&P 500 ETF. The third would be on the other end of the spectrum, a small-cap value fund, the Invesco S&P SmallCap Value with Momentum ETF.Can you get there?Let's look at the 10-year track records of these funds to get a sense of what type of returns they have generated in the past -- which included a long bull market and two bear markets. Through July 28, the Vanguard Information Technology ETF had an average annualized return of 18.1%, the SPDR S&P 500 ETF had an annualized return of 11.3%, and the Invesco S&P SmallCap Value with Momentum ETF had an annualized return of 11.9%.If you invested $10,000 in each of these funds 10 years ago and contributed another $150 to each one monthly, you would have about $240,000 right now.Now, let's consider their returns over an even longer timeline. Two of these funds don't have track records that go back 20 years. But since its inception in 2004, the Vanguard ETF has recorded an 11.2% annualized return. And since it was launched in 2005, the Invesco fund has enjoyed an annualized return of 6.9%. The SPDR fund, which has been around the longest, had an annualized return of 7.8% over the past 20 years.Now, based on the same scenario above with $10,000 initial investments plus $150 monthly contributions, you'd have about $477,000 in your portfolio after 20 years, given these longer-term rates of return. Your total contribution over 20 years would be just $46,000 per ETF.So, applying those rates of return out further into the future, a portfolio using this investment strategy and these three ETFs would need about 28 years to hit $1 million in value. So if you're just starting out as an investor and you're 40 or younger, it is certainly doable. If you are over 40, reaching that goal may require a more aggressive investing approach.But of course, these are projections based on prior fund performance, and we can't assume the market will behave in the next 20 or 30 years the same way it has over the past 20 or 30 years. However, it should give you a general sense of the value of a long-term strategy.Also keep in mind this hypothetical is but one example of a diversified ETF portfolio -- there are thousands of ETFs to choose from. Investors should focus on building a portfolio that fits their own unique risk tolerance and goals -- ever mindful of the fact that the longer the time horizon, the better off they will be in reaching that million-dollar goal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942675842,"gmtCreate":1681222588286,"gmtModify":1681222593275,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"&nbsp;<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"&nbsp;<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Nasdaq100 Bull 3X ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9942675842","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107133117874550","authorId":"4107133117874550","name":"maricel","avatar":"https://community-static.tradeup.com/news/60846b299dc1949f885972acacec6edd","crmLevel":2,"crmLevelSwitch":0,"idStr":"4107133117874550","authorIdStr":"4107133117874550"},"content":"[lovely] [lovely] [lovely]","text":"[lovely] [lovely] [lovely]","html":"[lovely] [lovely] [lovely]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996683649,"gmtCreate":1661160572885,"gmtModify":1676536464357,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996683649","repostId":"1157899221","repostType":2,"repost":{"id":"1157899221","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":1661155848,"share":"https://ttm.financial/m/news/1157899221?lang=&edition=fundamental","pubTime":"2022-08-22 16:10","market":"us","language":"en","title":"Meme Stocks Plunged in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1157899221","media":"Tiger Newspress","summary":"Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath & Beyond fell 8.6%; and GameStop ","content":"<html><head></head><body><p>Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath &amp; Beyond fell 8.6%; and GameStop fell 8.3%.</p><p><img src=\"https://static.tigerbbs.com/78a03ce0a2d9ecb263443e4e69ff8848\" tg-width=\"422\" tg-height=\"184\" 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>Meme Stocks Plunged in Premarket Trading</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\">\nMeme Stocks Plunged in Premarket Trading\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\">2022-08-22 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath &amp; Beyond fell 8.6%; and GameStop fell 8.3%.</p><p><img src=\"https://static.tigerbbs.com/78a03ce0a2d9ecb263443e4e69ff8848\" tg-width=\"422\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157899221","content_text":"Meme stocks plunged in premarket trading. AMC fell 36.2%; Bed Bath & Beyond fell 8.6%; and GameStop fell 8.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906801177,"gmtCreate":1659506503401,"gmtModify":1705981109671,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906801177","repostId":"2256766680","repostType":2,"repost":{"id":"2256766680","kind":"highlight","pubTimestamp":1659505727,"share":"https://ttm.financial/m/news/2256766680?lang=&edition=fundamental","pubTime":"2022-08-03 13:48","market":"us","language":"en","title":"7 Large-Cap Growth Stocks to Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2256766680","media":"InvestorPlace","summary":"Because the economy is in much better shape than many believe, there are many good good, large-cap g","content":"<html><head></head><body><ul><li>Because the economy is in much better shape than many believe, there are many good good, large-cap growth stocks to buy on the dip.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> </b>(<b><u>PYPL</u></b>): The company will benefit a great deal from its alliance with <b>Amazon</b> (<b><u>AMZN</u></b>) and could partner with <b>Apple</b> (<b><u>AAPL</u></b>).</li><li><b>Amazon&#39;s</b> (<b><u>AMZN</u></b>): Cloud business remains strong, and its e-commerce business will bounce back.</li><li><b>Alphabet </b>(<b><u>GOOG</u></b>): Alphabet will benefit from its dominance of the online search market.</li><li><b>Roku</b> <u>(</u><b><u>ROKU</u></b>): The company will be boosted by its dominance of the connected TV market.</li><li><b>General Electric </b>(<b><u>GE</u></b>): General Electric&#39;s aviation unit is growing rapidly and should generate enough profit for the company.</li><li><b>American Express</b> (<b><u>AXP</u></b>): Reported very strong Q2 results showing that high-end customers still have great faith in the company.</li><li><b>Bank of America</b> (<b><u>BAC</u></b>): The company is getting a lift from higher-end consumers&#39; strength and rising interest rates.</li></ul><p><img src=\"https://static.tigerbbs.com/70a5dc7e551e34433096a520a326b530\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Just as in December 2018 and March 2020, worries about the American economy, the stock market, and tech stocks are way overdone. As a result, for longer-term investors, there are many good, large-cap growth stocks to buy on the dip.</p><p>Appearing on Monday, July 25 on <i>Bloomberg TV</i>, Ed Yardeni, a long-time, very well-respected investor with a very good track record, said that the<b> S&amp;P 500</b> has probably bottomed, while “consumers and businesses” remain in good shape.</p><p>He added (correctly) that “so far the earnings season is going reasonably well.” Perhaps partly  because of the latter two points, Yardeni believes that, regardless of whether the economy technically contracted last quarter, we are in “a mid-cycle slowdown,” rather than a recession.</p><p>The bears have made much of a few bad earnings reports. But I think that <b>AT&amp;T </b>(NYSE:<b><u>T</u></b>) and <b>Wal-Mart’s </b>(NYSE:<b><u>WMT</u></b>) issues were caused by the struggles of  low-end consumers, and those problems are not going to hurt most large growth stocks significantly.</p><p>Meanwhile, as I’ve written in the past, I think that <b>Snap </b>(NYSE:<b><u>SNAP</u></b>) is unique because many marketers use it primarily for brand awareness purposes.</p><table border=\"1\"><tbody><tr><td><b><u>PYPL</u></b></td><td>PayPal</td><td>$85.52</td></tr><tr><td><b><u>AMZN</u></b></td><td>Amazon</td><td>$136.73</td></tr><tr><td><b><u>GOOG</u></b>, <b><u>GOOGL</u></b></td><td>Alphabet</td><td>$116.51</td></tr><tr><td><b><u>ROKU</u></b></td><td>Roku</td><td>$64.95</td></tr><tr><td><b><u>GE</u></b></td><td>General Electric</td><td>$74.36</td></tr><tr><td><b><u>AXP</u></b></td><td>American Express</td><td>$153.65</td></tr><tr><td><b><u>BAC</u></b></td><td>Bank of America</td><td>$33.79</td></tr></tbody></table><h2><b>PayPal</b> (PYPL)</h2><p>In previous columns, I’ve noted that I expect <b>PayPal</b> (NASDAQ<u>:</u><b><u>PYPL</u></b>)  to benefit a great deal from its partnership with <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>). The alliance was unveiled in February.</p><p>On June 7, a <b>Mizuho analyst</b> stated that PayPal could get a big lift from another big-time tech company: <b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>).</p><p>“We believe the odds of Apple… gradually opening up its NFC (near-field communication) to [PayPal’s} Venmo are potentially on the rise, “the firm wrote. Meanwhile, “Mizuho’s proprietary survey showed that Venmo and Apple Pay users have a strong appetite to use tap-to-pay if Apple opened up its NFC to Venmo.</p><p>Analysts, on average, expect PayPal’s earnings per share to surge 23% next year to $4.74. As a result, PYPL stock is now trading a ta very reasonable forward price-earnings multiple of only 16.</p><h2>Amazon (AMZN)</h2><p>So far, during the current earnings season, there have been numerous indications that <b>Amazon’s</b> (NASDAQ:<b><u>AMZN</u></b>) corporate spending remains very strong.</p><p>The relatively (versus expectations) positive earnings reports posted by <b><a href=\"https://laohu8.com/S/IBM\">IBM</a> </b>(NYSE:<b><u>IBM</u></b>), <b>General Electric </b>(NYSE:<b><u>GE</u></b>), and cybersecurity company<b> F5 </b>(NASDAQ:<b><u>FFIV</u></b>) are all indicative of that trend. Therefore, I expect Amazon’s cloud unit to continue to grow rapidly for the foreseeable future.</p><p>The e-commerce business is definitely being hurt by the goods-to-services/experiences  switch. But, as I’ve pointed out previously, the phenomenon won’t last forever, and buying AMZN stock on weakness ahead of a likely return to normalcy makes a lot of sense.</p><p>Moreover, I remain upbeat on the conglomerate’s strategy of making Amazon Prime more attractive by streaming NFL games, providing free <b>GrubHub</b> memberships, and speeding up shipping times.</p><p>And I continue to believe that, under CEO Andy Jassy’s leadership, the company’s forays into new sectors will be much more impactful than they were during the last decade of Jeff Bezos’ tenure.</p><h2>Alphabet (GOOG,GOOGL)</h2><p><b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>,NASDAQ:<b><u>GOOGL</u></b>) stock is near its 52-week low, likely due to the worries created by Snap’s poor Q2 results.</p><p>But, as I indicated in my introduction, there’s a big difference between Snap and some of its larger peers. Specifically, Snap is a “nice-to-be-on” ad platform for marketers who want to connect with and promote their brands among young people. But the larger platforms are “must haves” that many consumer discretionary firms use to directly sell their products.</p><p>No other advertising platform is more than a “must have” than Alphabet. That’s because Google has a monopoly on online search ads and interfaces with so many consumers who are ready to pull the trigger on purchases.</p><p>Additionally, the long-term holders of GOOG stock should benefit a great deal from the company’s Waymo unit, which continues to make progress  in the autonomous driving sector. In fact, in June, Waymo made a deal to deliver <b><a href=\"https://laohu8.com/S/W\">Wayfair</a>’s </b>(NYSE:<b><u>W</u></b>) products in the framework of a “pilot” program.</p><h2>Roku (ROKU)</h2><p>Like Alphabet, <b>Roku</b> (NASDAQ:<b><u>ROKU</u></b>) stock has tumbled in sympathy with Snap’s poor Q2 results. But Roku has something in common with Alphabet, and it’s an attribute that Snap does not possess. I mean that both Roku and Alphabet are the giants of their sectors, while Snap is far from being the leader in the social media space.</p><p>Roku’s status as the clear leader of the rapidly growing connected TV-and-streaming space makes it a “must have” for many advertisers. Indeed, in June, streaming accounted for a record 33% of overall TV viewing. That proportion is poised to keep growing going forward, as more and more viewers “cut the cord.”</p><p>And as I noted in a previous column, Roku’s alliance with Walmart, announced in June, indicates that a sizeable proportion of America’s largest retailers are poised to make major  deals with Roku. Such deals will, of course, greatly lift Roku’s financial results and ROKU stock over the long-term.</p><p>Roku’s trailing price-sales ratio is just 4.3. That’s a very low valuation, given Roku’s rapid growth and its status as the leader of the connected Tv market.</p><h2>General Electric (GE)</h2><p>Most people probably don’t view this conglomerate as a growth stock. But Aviation, historically the company’s most profitable business, is indeed, as I’ve predicted for some time, beginning to grow rapidly.</p><p>In fact, last quarter, its orders surged 26% year-over-year, while its profit mushroomed to $1.15 billion from $176 million a year earlier. And despite the impact of inflation, the unit’s margin jumped to 18.7% from 3.6%.</p><p>Even the company’s beleaguered Power business, virtually left for dead a few years ago, generated YOY profit growth of 7%, with its bottom line coming in at $320 million. Additionally, the unit’s sales, excluding the impact of acquisitions, climbed 4% YOY.</p><p>GE expects its EPS to come in at the low end of its previous $2.80-$3.50 outlook, excluding certain items.. But in 2021, its EPS came in at just $2.12. Also notable is that analysts, on average, expect the company to report EPS of $4.65 for 2023.</p><h2>American Express (AXP)</h2><p><b>American Express</b> (NYSE:<b><u>AXP</u></b>) on July 22 reported much stronger-than expected second-quarter results and increased its full-year guidance. The credit card network explained that it was getting a major lift from strong travel spending.</p><p>Showing that high-end consumers still have a great deal of strength left, American Express’ card member spending surged 30% YOY in Q2, excluding the impact of currency fluctuations.</p><p>“Goods and Services spending, which is the largest category of spending on our network, continued its strong growth in the quarter, and spending by Millennial and Gen Z Card Members increased 48% on an FX-adjusted basis over last year,” said CEO Stephen Squeri.</p><p>The card network raised its full-year revenue growth guidance to 23%-25% from 18%-20%. It maintained its 2022 EPS guidance of $9.25-$965.</p><h2>Bank of America (BAC)</h2><p>Like credit card networks, banks are benefiting from the continued strength of high-end consumers, and they are also getting a lift from higher interest rates.</p><p><b>Bank of America’s</b> (NYSE:<b><u>BAC</u></b>) revenue climbed 6% YOY last quarter, and its net interest income soared 22% YOY. Additionally, its “Average loan and lease balances” jumped 12% YOY to $1 trillion, while its average deposits  climbed 7% YOY to $2 trillion.</p><p>“Our strong organic growth engine once again was evident in new account openings for checking, consumer investments, and small businesses, as well as net new Merrill and Private Bank households and new commercial banking customers,” said Bank of America CEO Brian Moynihan.   “This solid client activity across our businesses, coupled with higher interest rates, drove strong net interest income growth and allowed us to perform well in a weakened capital markets environment,” the CEO added.</p><p>Despite the bank’s strong performance and outlook, its forward P/E ratio is just 10.5.</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 Large-Cap Growth Stocks to Buy on the Dip</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\">\n7 Large-Cap Growth Stocks to Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 13:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/large-cap-growth-stocks-to-buy-on-the-dip/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Because the economy is in much better shape than many believe, there are many good good, large-cap growth stocks to buy on the dip.PayPal (PYPL): The company will benefit a great deal from its ...</p>\n\n<a href=\"https://investorplace.com/large-cap-growth-stocks-to-buy-on-the-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4566":"资本集团","QQQ":"纳指100ETF","BK4508":"社交媒体","BK4206":"工业集团企业","PYPL":"PayPal","BK4559":"巴菲特持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4020":"通信设备","BK4579":"人工智能","PSQ":"纳指反向ETF","BK4115":"综合电信业务","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4134":"信息科技咨询与其它服务","BK4551":"寇图资本持仓","BK4207":"综合性银行","ROKU":"Roku Inc","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4155":"大卖场与超市","BK4512":"苹果概念","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4170":"电脑硬件、储存设备及电脑周边","BAC":"美国银行","BK4106":"数据处理与外包服务","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","AAPL":"苹果","GOOG":"谷歌","BK4515":"5G概念","GOOGL":"谷歌A","T":"美国电话电报","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR","QID":"纳指两倍做空ETF","SNAP":"Snap Inc"},"source_url":"https://investorplace.com/large-cap-growth-stocks-to-buy-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256766680","content_text":"Because the economy is in much better shape than many believe, there are many good good, large-cap growth stocks to buy on the dip.PayPal (PYPL): The company will benefit a great deal from its alliance with Amazon (AMZN) and could partner with Apple (AAPL).Amazon's (AMZN): Cloud business remains strong, and its e-commerce business will bounce back.Alphabet (GOOG): Alphabet will benefit from its dominance of the online search market.Roku (ROKU): The company will be boosted by its dominance of the connected TV market.General Electric (GE): General Electric's aviation unit is growing rapidly and should generate enough profit for the company.American Express (AXP): Reported very strong Q2 results showing that high-end customers still have great faith in the company.Bank of America (BAC): The company is getting a lift from higher-end consumers' strength and rising interest rates.Just as in December 2018 and March 2020, worries about the American economy, the stock market, and tech stocks are way overdone. As a result, for longer-term investors, there are many good, large-cap growth stocks to buy on the dip.Appearing on Monday, July 25 on Bloomberg TV, Ed Yardeni, a long-time, very well-respected investor with a very good track record, said that the S&P 500 has probably bottomed, while “consumers and businesses” remain in good shape.He added (correctly) that “so far the earnings season is going reasonably well.” Perhaps partly  because of the latter two points, Yardeni believes that, regardless of whether the economy technically contracted last quarter, we are in “a mid-cycle slowdown,” rather than a recession.The bears have made much of a few bad earnings reports. But I think that AT&T (NYSE:T) and Wal-Mart’s (NYSE:WMT) issues were caused by the struggles of  low-end consumers, and those problems are not going to hurt most large growth stocks significantly.Meanwhile, as I’ve written in the past, I think that Snap (NYSE:SNAP) is unique because many marketers use it primarily for brand awareness purposes.PYPLPayPal$85.52AMZNAmazon$136.73GOOG, GOOGLAlphabet$116.51ROKURoku$64.95GEGeneral Electric$74.36AXPAmerican Express$153.65BACBank of America$33.79PayPal (PYPL)In previous columns, I’ve noted that I expect PayPal (NASDAQ:PYPL)  to benefit a great deal from its partnership with Amazon (NASDAQ:AMZN). The alliance was unveiled in February.On June 7, a Mizuho analyst stated that PayPal could get a big lift from another big-time tech company: Apple (NASDAQ:AAPL).“We believe the odds of Apple… gradually opening up its NFC (near-field communication) to [PayPal’s} Venmo are potentially on the rise, “the firm wrote. Meanwhile, “Mizuho’s proprietary survey showed that Venmo and Apple Pay users have a strong appetite to use tap-to-pay if Apple opened up its NFC to Venmo.Analysts, on average, expect PayPal’s earnings per share to surge 23% next year to $4.74. As a result, PYPL stock is now trading a ta very reasonable forward price-earnings multiple of only 16.Amazon (AMZN)So far, during the current earnings season, there have been numerous indications that Amazon’s (NASDAQ:AMZN) corporate spending remains very strong.The relatively (versus expectations) positive earnings reports posted by IBM (NYSE:IBM), General Electric (NYSE:GE), and cybersecurity company F5 (NASDAQ:FFIV) are all indicative of that trend. Therefore, I expect Amazon’s cloud unit to continue to grow rapidly for the foreseeable future.The e-commerce business is definitely being hurt by the goods-to-services/experiences  switch. But, as I’ve pointed out previously, the phenomenon won’t last forever, and buying AMZN stock on weakness ahead of a likely return to normalcy makes a lot of sense.Moreover, I remain upbeat on the conglomerate’s strategy of making Amazon Prime more attractive by streaming NFL games, providing free GrubHub memberships, and speeding up shipping times.And I continue to believe that, under CEO Andy Jassy’s leadership, the company’s forays into new sectors will be much more impactful than they were during the last decade of Jeff Bezos’ tenure.Alphabet (GOOG,GOOGL)Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL) stock is near its 52-week low, likely due to the worries created by Snap’s poor Q2 results.But, as I indicated in my introduction, there’s a big difference between Snap and some of its larger peers. Specifically, Snap is a “nice-to-be-on” ad platform for marketers who want to connect with and promote their brands among young people. But the larger platforms are “must haves” that many consumer discretionary firms use to directly sell their products.No other advertising platform is more than a “must have” than Alphabet. That’s because Google has a monopoly on online search ads and interfaces with so many consumers who are ready to pull the trigger on purchases.Additionally, the long-term holders of GOOG stock should benefit a great deal from the company’s Waymo unit, which continues to make progress  in the autonomous driving sector. In fact, in June, Waymo made a deal to deliver Wayfair’s (NYSE:W) products in the framework of a “pilot” program.Roku (ROKU)Like Alphabet, Roku (NASDAQ:ROKU) stock has tumbled in sympathy with Snap’s poor Q2 results. But Roku has something in common with Alphabet, and it’s an attribute that Snap does not possess. I mean that both Roku and Alphabet are the giants of their sectors, while Snap is far from being the leader in the social media space.Roku’s status as the clear leader of the rapidly growing connected TV-and-streaming space makes it a “must have” for many advertisers. Indeed, in June, streaming accounted for a record 33% of overall TV viewing. That proportion is poised to keep growing going forward, as more and more viewers “cut the cord.”And as I noted in a previous column, Roku’s alliance with Walmart, announced in June, indicates that a sizeable proportion of America’s largest retailers are poised to make major  deals with Roku. Such deals will, of course, greatly lift Roku’s financial results and ROKU stock over the long-term.Roku’s trailing price-sales ratio is just 4.3. That’s a very low valuation, given Roku’s rapid growth and its status as the leader of the connected Tv market.General Electric (GE)Most people probably don’t view this conglomerate as a growth stock. But Aviation, historically the company’s most profitable business, is indeed, as I’ve predicted for some time, beginning to grow rapidly.In fact, last quarter, its orders surged 26% year-over-year, while its profit mushroomed to $1.15 billion from $176 million a year earlier. And despite the impact of inflation, the unit’s margin jumped to 18.7% from 3.6%.Even the company’s beleaguered Power business, virtually left for dead a few years ago, generated YOY profit growth of 7%, with its bottom line coming in at $320 million. Additionally, the unit’s sales, excluding the impact of acquisitions, climbed 4% YOY.GE expects its EPS to come in at the low end of its previous $2.80-$3.50 outlook, excluding certain items.. But in 2021, its EPS came in at just $2.12. Also notable is that analysts, on average, expect the company to report EPS of $4.65 for 2023.American Express (AXP)American Express (NYSE:AXP) on July 22 reported much stronger-than expected second-quarter results and increased its full-year guidance. The credit card network explained that it was getting a major lift from strong travel spending.Showing that high-end consumers still have a great deal of strength left, American Express’ card member spending surged 30% YOY in Q2, excluding the impact of currency fluctuations.“Goods and Services spending, which is the largest category of spending on our network, continued its strong growth in the quarter, and spending by Millennial and Gen Z Card Members increased 48% on an FX-adjusted basis over last year,” said CEO Stephen Squeri.The card network raised its full-year revenue growth guidance to 23%-25% from 18%-20%. It maintained its 2022 EPS guidance of $9.25-$965.Bank of America (BAC)Like credit card networks, banks are benefiting from the continued strength of high-end consumers, and they are also getting a lift from higher interest rates.Bank of America’s (NYSE:BAC) revenue climbed 6% YOY last quarter, and its net interest income soared 22% YOY. Additionally, its “Average loan and lease balances” jumped 12% YOY to $1 trillion, while its average deposits  climbed 7% YOY to $2 trillion.“Our strong organic growth engine once again was evident in new account openings for checking, consumer investments, and small businesses, as well as net new Merrill and Private Bank households and new commercial banking customers,” said Bank of America CEO Brian Moynihan.   “This solid client activity across our businesses, coupled with higher interest rates, drove strong net interest income growth and allowed us to perform well in a weakened capital markets environment,” the CEO added.Despite the bank’s strong performance and outlook, its forward P/E ratio is just 10.5.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983186293,"gmtCreate":1666181494012,"gmtModify":1676537718991,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983186293","repostId":"1110900706","repostType":4,"repost":{"id":"1110900706","kind":"news","pubTimestamp":1666175502,"share":"https://ttm.financial/m/news/1110900706?lang=&edition=fundamental","pubTime":"2022-10-19 18:31","market":"us","language":"en","title":"Nasdaq Futures Rise As Better-Than-Expected Netflix Results Keep Tech Gains Going","url":"https://stock-news.laohu8.com/highlight/detail?id=1110900706","media":"Wall Street Journal","summary":"U.S. stock futures inched up ahead of earnings reports from major companies and data on the housing ","content":"<html><head></head><body><p>U.S. stock futures inched up ahead of earnings reports from major companies and data on the housing market.</p><ul><li>Futures tied to the <i><b>S&amp;P 500 added 0.33%</b></i>, pointing to muted gains after the broad market rallied earlier this week. <i><b>Nasdaq-100 futures rose 0.59%</b></i>.</li><li>“The numbers coming through on the earnings are more positive than expectations. That’s giving a short-term momentum,” said Niall O’Sullivan, chief investment officer of multiasset strategies at Neuberger Berman. “But actions you would expect to see in the early stages of a recession are being taken” such as hiring freezes, “which maybe speak to a more challenging environment coming.&#34;</li><li>Earnings reports today include <b>Procter &amp; Gamble</b> ahead of the market open and <b>Tesla</b> and <b>IBM</b> after the close.</li><li>Oil prices edged up with global crude benchmark <i><b>Brent gaining 0.94%</b></i> to trade at $90.88 a barrel. The Biden administration said it plans to sell more oil from strategic reserves, Light Crude Oil surged 1.26%; while gold slid 0.69% to $1644.3.</li><li>VIX rose over 1% while VIXmain slid slightly.</li><li>The yield on benchmark <i><b>10-year Treasurys edged up to 4.065%</b></i> from 3.996% the day before.</li><li>Data on the housing market is set to go out at 8:30 a.m. ET. with housing starts and building permits for September.</li></ul></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Futures Rise As Better-Than-Expected Netflix Results Keep Tech Gains Going</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\">\nNasdaq Futures Rise As Better-Than-Expected Netflix Results Keep Tech Gains Going\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 18:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-19?mod=markets_lead_pos1><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures inched up ahead of earnings reports from major companies and data on the housing market.Futures tied to the S&P 500 added 0.33%, pointing to muted gains after the broad market ...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-19?mod=markets_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-19?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110900706","content_text":"U.S. stock futures inched up ahead of earnings reports from major companies and data on the housing market.Futures tied to the S&P 500 added 0.33%, pointing to muted gains after the broad market rallied earlier this week. Nasdaq-100 futures rose 0.59%.“The numbers coming through on the earnings are more positive than expectations. That’s giving a short-term momentum,” said Niall O’Sullivan, chief investment officer of multiasset strategies at Neuberger Berman. “But actions you would expect to see in the early stages of a recession are being taken” such as hiring freezes, “which maybe speak to a more challenging environment coming.\"Earnings reports today include Procter & Gamble ahead of the market open and Tesla and IBM after the close.Oil prices edged up with global crude benchmark Brent gaining 0.94% to trade at $90.88 a barrel. The Biden administration said it plans to sell more oil from strategic reserves, Light Crude Oil surged 1.26%; while gold slid 0.69% to $1644.3.VIX rose over 1% while VIXmain slid slightly.The yield on benchmark 10-year Treasurys edged up to 4.065% from 3.996% the day before.Data on the housing market is set to go out at 8:30 a.m. ET. with housing starts and building permits for September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931650880,"gmtCreate":1662454467241,"gmtModify":1676537063567,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931650880","repostId":"2265709606","repostType":2,"repost":{"id":"2265709606","kind":"highlight","pubTimestamp":1662390292,"share":"https://ttm.financial/m/news/2265709606?lang=&edition=fundamental","pubTime":"2022-09-05 23:04","market":"us","language":"en","title":"Where Will AMD Be in 5 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=2265709606","media":"Motley Fool","summary":"The chipmaker has been beaten down badly in 2022, but investors need to look at the bigger picture.","content":"<html><head></head><body><p><b>Advanced Micro Devices</b> has grown rapidly over the last five years, recording terrific growth in its revenue and earnings thanks to market share gains over <b>Intel</b> in the client and server processor markets, as well as its presence in fast-growing niches such as gaming consoles.</p><p>AMD&#39;s impressive top- and bottom-line growth has translated into solid gains for investors as well. The stock has beaten the broader market handsomely over the past five years despite crashing over 40% in 2022. But does this massive pullback mean that investors should buy AMD stock and hope that the chipmaker replicates its fine form over the next five years as well?</p><p><img src=\"https://static.tigerbbs.com/e718797090065e1cbd865b62f3f0a7b0\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD data by YCharts</p><p>Let&#39;s check where AMD may stand after five years and find out if buying this beaten-down semiconductor stock is a good idea.</p><h2>AMD could become a bigger player in these markets</h2><p>AMD&#39;s chips power personal computers (PCs) and data centers, and the company is enjoying outstanding growth in both these markets.</p><p>The client segment was AMD&#39;s largest source of revenue in the second quarter. It generated $2.2 billion in revenue, an increase of 25% over the prior-year period. The impressive thing to note here is that AMD saw strong growth in sales of processors that power notebooks and desktops at a time when the broader PC market is in terrible shape.</p><p>IDC reports that PC shipments fell 15.3% year over year in the second quarter as demand weakened. But the average selling prices (ASPs) of AMD&#39;s processors increased. Shipment volumes also increased thanks to another quarter of market share gains over Intel. AMD says that it has gained client processor market share for nine straight quarters, which is not surprising given its stronger product lineup.</p><p>Mercury Research estimates that AMD exited Q2 with a 20.6% share of the desktop PC market and a 24.8% share of the notebook market. Those numbers show a nice improvement over the year-ago period&#39;s desktop market share of 17.1% and notebook market share of 20%. The market share numbers also tell us that AMD still has a lot of room for growth in the PC market.</p><p>The PC processor market reportedly generated $88 billion in revenue in 2020, and the figure is expected to jump to $117 billion in 2027. AMD looks set to corner a bigger chunk of this massive opportunity thanks to the technology lead that it enjoys over Intel. The company has just announced its latest Ryzen 7000 processors based on the 5-nanometer (nm) Zen architecture. These new processors could widen the gulf between AMD and Intel, as the latter will remain stuck on a 10nm process node when it launches its Raptor Lake chips later this year.</p><p>AMD&#39;s smaller process node means that the transistors on its chips are packed more closely together compared to the transistors on Intel&#39;s. As a result, AMD&#39;s chips are likely to be more powerful and power-efficient, as packing more transistors into a smaller area allows a processor to carry out calculations faster and heat up less. So AMD looks set for more market share gains in client processors, and that should play a key role in the company&#39;s growth over the next five years.</p><p>A similar scenario is unfolding in the server processor market. AMD reportedly controlled a 13.9% share of server processors in Q2, up from 9.5% in the year-ago period. Intel is the dominant player in this space, but it has been losing ground to AMD. Chipzilla is likely to lose more ground in the server processor market, as it has repeatedly delayed the launch of its 4th-generation Sapphire Rapids data center processors.</p><p>Intel is expected to release its Sapphire Rapids chips in the first quarter of 2023, while some parts may only see the light of the day in the second half of the year. This gives AMD the opportunity to gain more share against Intel in the lucrative server processor market, especially considering that it will be based on a 10nm process. AMD&#39;s upcoming server processors, on the other hand, will be based on the 5nm manufacturing process.</p><p>More importantly, AMD is all set to push the envelope further in client and server processors with the launch of 4nm and 3nm chips by 2024. So it wouldn&#39;t be surprising to see AMD become a bigger player in these markets by 2027, paving the way for robust long-term growth in the company&#39;s top and bottom lines.</p><h2>Gaming consoles will drive terrific growth</h2><p>AMD supplies semi-custom chips to video game console manufacturers such as <b>Microsoft</b>, <b>Sony</b>, and Valve. This is the reason why the company&#39;s gaming business recorded 32% year-over-year growth in Q2 to $1.7 billion despite a decline in graphics card revenue.</p><p>AMD&#39;s relationship with game console manufacturers is going to be a long-term catalyst that could set it up for impressive growth over the next five years. For instance, sales of Sony&#39;s PlayStation 5 consoles are expected to hit 67.3 million units in 2024 from 17.9 million units in 2021. Similarly, sales of Xbox Series X consoles could jump to 37 million units in 2024 from 12 million last year.</p><p>Meanwhile, AMD&#39;s new gaming console client is also gaining solid traction in the market. Valve&#39;s Steam Deck console uses AMD&#39;s semi-custom processor, and the company is said to be increasing production of the same to meet the growing number of reservations for the device. As such, AMD&#39;s console business should remain in healthy shape over the next five years.</p><p>In all, there are signs that AMD could continue clocking terrific growth going forward. Not surprisingly, analysts expect 27% annual earnings growth from the company for the next five years, which is why it may be a good idea to take advantage of the slip in AMD&#39;s stock price since it could deliver healthy long-term upside.</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>Where Will AMD Be in 5 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\">\nWhere Will AMD Be in 5 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/05/where-will-amd-be-in-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices has grown rapidly over the last five years, recording terrific growth in its revenue and earnings thanks to market share gains over Intel in the client and server processor ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/where-will-amd-be-in-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/09/05/where-will-amd-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265709606","content_text":"Advanced Micro Devices has grown rapidly over the last five years, recording terrific growth in its revenue and earnings thanks to market share gains over Intel in the client and server processor markets, as well as its presence in fast-growing niches such as gaming consoles.AMD's impressive top- and bottom-line growth has translated into solid gains for investors as well. The stock has beaten the broader market handsomely over the past five years despite crashing over 40% in 2022. But does this massive pullback mean that investors should buy AMD stock and hope that the chipmaker replicates its fine form over the next five years as well?AMD data by YChartsLet's check where AMD may stand after five years and find out if buying this beaten-down semiconductor stock is a good idea.AMD could become a bigger player in these marketsAMD's chips power personal computers (PCs) and data centers, and the company is enjoying outstanding growth in both these markets.The client segment was AMD's largest source of revenue in the second quarter. It generated $2.2 billion in revenue, an increase of 25% over the prior-year period. The impressive thing to note here is that AMD saw strong growth in sales of processors that power notebooks and desktops at a time when the broader PC market is in terrible shape.IDC reports that PC shipments fell 15.3% year over year in the second quarter as demand weakened. But the average selling prices (ASPs) of AMD's processors increased. Shipment volumes also increased thanks to another quarter of market share gains over Intel. AMD says that it has gained client processor market share for nine straight quarters, which is not surprising given its stronger product lineup.Mercury Research estimates that AMD exited Q2 with a 20.6% share of the desktop PC market and a 24.8% share of the notebook market. Those numbers show a nice improvement over the year-ago period's desktop market share of 17.1% and notebook market share of 20%. The market share numbers also tell us that AMD still has a lot of room for growth in the PC market.The PC processor market reportedly generated $88 billion in revenue in 2020, and the figure is expected to jump to $117 billion in 2027. AMD looks set to corner a bigger chunk of this massive opportunity thanks to the technology lead that it enjoys over Intel. The company has just announced its latest Ryzen 7000 processors based on the 5-nanometer (nm) Zen architecture. These new processors could widen the gulf between AMD and Intel, as the latter will remain stuck on a 10nm process node when it launches its Raptor Lake chips later this year.AMD's smaller process node means that the transistors on its chips are packed more closely together compared to the transistors on Intel's. As a result, AMD's chips are likely to be more powerful and power-efficient, as packing more transistors into a smaller area allows a processor to carry out calculations faster and heat up less. So AMD looks set for more market share gains in client processors, and that should play a key role in the company's growth over the next five years.A similar scenario is unfolding in the server processor market. AMD reportedly controlled a 13.9% share of server processors in Q2, up from 9.5% in the year-ago period. Intel is the dominant player in this space, but it has been losing ground to AMD. Chipzilla is likely to lose more ground in the server processor market, as it has repeatedly delayed the launch of its 4th-generation Sapphire Rapids data center processors.Intel is expected to release its Sapphire Rapids chips in the first quarter of 2023, while some parts may only see the light of the day in the second half of the year. This gives AMD the opportunity to gain more share against Intel in the lucrative server processor market, especially considering that it will be based on a 10nm process. AMD's upcoming server processors, on the other hand, will be based on the 5nm manufacturing process.More importantly, AMD is all set to push the envelope further in client and server processors with the launch of 4nm and 3nm chips by 2024. So it wouldn't be surprising to see AMD become a bigger player in these markets by 2027, paving the way for robust long-term growth in the company's top and bottom lines.Gaming consoles will drive terrific growthAMD supplies semi-custom chips to video game console manufacturers such as Microsoft, Sony, and Valve. This is the reason why the company's gaming business recorded 32% year-over-year growth in Q2 to $1.7 billion despite a decline in graphics card revenue.AMD's relationship with game console manufacturers is going to be a long-term catalyst that could set it up for impressive growth over the next five years. For instance, sales of Sony's PlayStation 5 consoles are expected to hit 67.3 million units in 2024 from 17.9 million units in 2021. Similarly, sales of Xbox Series X consoles could jump to 37 million units in 2024 from 12 million last year.Meanwhile, AMD's new gaming console client is also gaining solid traction in the market. Valve's Steam Deck console uses AMD's semi-custom processor, and the company is said to be increasing production of the same to meet the growing number of reservations for the device. As such, AMD's console business should remain in healthy shape over the next five years.In all, there are signs that AMD could continue clocking terrific growth going forward. Not surprisingly, analysts expect 27% annual earnings growth from the company for the next five years, which is why it may be a good idea to take advantage of the slip in AMD's stock price since it could deliver healthy long-term upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991836953,"gmtCreate":1660802219774,"gmtModify":1676536402596,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991836953","repostId":"2260471844","repostType":2,"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071074394,"gmtCreate":1657440864618,"gmtModify":1676536008425,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071074394","repostId":"9046320966","repostType":1,"repost":{"id":9046320966,"gmtCreate":1656298971764,"gmtModify":1676535801904,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Weekly Updates: Tech Stocks Rebound Strongly, Bull Trap or Bottom?","htmlText":"After declining for three weeks in a row, the major U.S. stock indexes regained their footing, with the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> surging more than 7%, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> adding more than 6%, and the <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> rising more than 5%.The results marked a near mirror-image reversal from the previous week, when the S&amp;P fell into a bear market as it tumbled more than 20% from a recent high in early January.As&nbsp;of&nbsp;last&nbsp;friday,&nbsp;the&nbsp;Indexes&nbsp;and&nbsp;Market&nbsp;weekly&nbsp;and&nbsp;YTD&nbsp;performances&nbsp;are&nbsp;as&nbsp;below:&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\">$S&amp;P/ASX </a>","listText":"After declining for three weeks in a row, the major U.S. stock indexes regained their footing, with the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> surging more than 7%, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> adding more than 6%, and the <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> rising more than 5%.The results marked a near mirror-image reversal from the previous week, when the S&amp;P fell into a bear market as it tumbled more than 20% from a recent high in early January.As&nbsp;of&nbsp;last&nbsp;friday,&nbsp;the&nbsp;Indexes&nbsp;and&nbsp;Market&nbsp;weekly&nbsp;and&nbsp;YTD&nbsp;performances&nbsp;are&nbsp;as&nbsp;below:&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\">$S&amp;P/ASX </a>","text":"After declining for three weeks in a row, the major U.S. stock indexes regained their footing, with the $NASDAQ(.IXIC)$ surging more than 7%, the $S&P 500(.SPX)$ adding more than 6%, and the $DJIA(.DJI)$ rising more than 5%.The results marked a near mirror-image reversal from the previous week, when the S&P fell into a bear market as it tumbled more than 20% from a recent high in early January.As of last friday, the Indexes and Market weekly and YTD performances are as below: $S&P/ASX","images":[{"img":"https://community-static.tradeup.com/news/88722eab87efdda570f503a085570414","width":"1178","height":"653"},{"img":"https://community-static.tradeup.com/news/96dcb2ba513a6d10bfd05627b9af31b6","width":"816","height":"540"},{"img":"https://community-static.tradeup.com/news/9210e4f287dfa713267c745945f63c6e","width":"1004","height":"340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046320966","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275571516846200,"gmtCreate":1708301055669,"gmtModify":1708301060081,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[USD] [USD] [USD] [USD] [USD]","listText":"[USD] [USD] [USD] [USD] [USD]","text":"[USD] [USD] [USD] [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275571516846200","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234337237922024,"gmtCreate":1698247975043,"gmtModify":1698247979974,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"title":"TQQQ","htmlText":"Up up up up up&nbsp;#TQQQ","listText":"Up up up up up&nbsp;#TQQQ","text":"Up up up up up #TQQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234337237922024","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942676531,"gmtCreate":1681222418523,"gmtModify":1681222421528,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[Angry]&nbsp;[Angry]&nbsp;[Angry]&nbsp;","listText":"[Angry]&nbsp;[Angry]&nbsp;[Angry]&nbsp;","text":"[Angry] [Angry] [Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942676531","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956785035,"gmtCreate":1674203147528,"gmtModify":1676538930138,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]","listText":"[smile]","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956785035","repostId":"9956797039","repostType":1,"repost":{"id":9956797039,"gmtCreate":1674188963421,"gmtModify":1676538928864,"author":{"id":"9000000000000545","authorId":"9000000000000545","name":"PhillipCapital","avatar":"https://community-static.tradeup.com/news/3b7106e153404ca22d585b75181947a1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000545","authorIdStr":"9000000000000545"},"themes":[],"htmlText":"\n \n \n  Procter &amp; Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note\n \n","listText":"Procter &amp; Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note","text":"Procter & Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956797039","isVote":1,"tweetType":2,"object":{"id":"920ac907614f4c33b49225ebf64438d9","tweetId":"9956797039","title":"Procter &amp; Gamble Reports Y-o-Y Revenue Declines | 20 January 2023 | Daily Morning Note","videoUrl":"http://v.tigerbbs.com/16741888808986492759fbc9b15dcf678055a70286501.mp4","poster":"https://static.tigerbbs.com/6891b648013a2e4cfb3f2617dd8b35b3","shareLink":"http://v.tigerbbs.com/16741888808986492759fbc9b15dcf678055a70286501.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968360698,"gmtCreate":1669130660614,"gmtModify":1676538156500,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"[smile]","listText":"[smile]","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968360698","repostId":"9968385356","repostType":1,"repost":{"id":9968385356,"gmtCreate":1669129849476,"gmtModify":1676538156344,"author":{"id":"4111536922020662","authorId":"4111536922020662","name":"Dwayne Sheng","avatar":"https://community-static.tradeup.com/news/859ec2a16ad0a20458d6d386f67af532","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111536922020662","authorIdStr":"4111536922020662"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024)&nbsp;is still quite&nbsp;a distant future&nbsp;[Smug]&nbsp; Since&nbsp; Marvel has been bought by Disney in 2009, it's a gift that&nbsp;keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL]&nbsp;) . Will they profit from those upcoming series/movies? Probably. Bu","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a>The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024)&nbsp;is still quite&nbsp;a distant future&nbsp;[Smug]&nbsp; Since&nbsp; Marvel has been bought by Disney in 2009, it's a gift that&nbsp;keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL]&nbsp;) . Will they profit from those upcoming series/movies? Probably. Bu","text":"$Walt Disney(DIS)$ The movie that I look forward to the most would be Deadpool 3. It'll surely be hilarious and action-packed, just like the first two films. However, the reason why I'm so pumped for this upcoming sequel is the comeback of The Wolverine! Just when I thought Hugh Hackman has already hung up the claws for good after Logan, *SNIKT he's back! But well, the release date (2024) is still quite a distant future [Smug] Since Marvel has been bought by Disney in 2009, it's a gift that keeps on giving. Movies after movies, series after series, they just kept scaling new heights (minus probably some not-up-to-mark series recently [LOL] ) . Will they profit from those upcoming series/movies? Probably. Bu","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968385356","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993723809,"gmtCreate":1660737522903,"gmtModify":1676536389153,"author":{"id":"4120366584019782","authorId":"4120366584019782","name":"Pocariciro","avatar":"https://community-static.tradeup.com/news/f53d5bc020157c1d2d843794b0e34219","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120366584019782","authorIdStr":"4120366584019782"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993723809","repostId":"9993768690","repostType":1,"repost":{"id":9993768690,"gmtCreate":1660736417713,"gmtModify":1676536388940,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/c720283f6ce0951b275b726005d199ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583230105554843","authorIdStr":"3583230105554843"},"themes":[],"title":"Weekly Technical Analysis #TSLA #NIO #GOOG","htmlText":"Find out more about me here (YouTube/Discord/Telegram): https://www.linktr.ee/keeleytanIf you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this.<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Price bounced off the bullish POI at 842.36 as analyzed last week. Currently, price is unable to push higher to invalidate the bearish POI at 848.03. From here, we are likely going to see a retracement back to the bullish POI and possibly grab more liquidity before we see any move higher.https://www.tradingview.com/chart/TSLA/Xsa2oXXy-TSLA-Analysis/<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>&nbsp;No changes from my previous week analysis. Price","listText":"Find out more about me here (YouTube/Discord/Telegram): https://www.linktr.ee/keeleytanIf you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this.<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Price bounced off the bullish POI at 842.36 as analyzed last week. Currently, price is unable to push higher to invalidate the bearish POI at 848.03. From here, we are likely going to see a retracement back to the bullish POI and possibly grab more liquidity before we see any move higher.https://www.tradingview.com/chart/TSLA/Xsa2oXXy-TSLA-Analysis/<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>&nbsp;No changes from my previous week analysis. Price","text":"Find out more about me here (YouTube/Discord/Telegram): https://www.linktr.ee/keeleytanIf you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this.$Tesla Motors(TSLA)$ Price bounced off the bullish POI at 842.36 as analyzed last week. Currently, price is unable to push higher to invalidate the bearish POI at 848.03. From here, we are likely going to see a retracement back to the bullish POI and possibly grab more liquidity before we see any move higher.https://www.tradingview.com/chart/TSLA/Xsa2oXXy-TSLA-Analysis/$Alphabet(GOOG)$ No changes from my previous week analysis. Price","images":[{"img":"https://community-static.tradeup.com/news/65932b83ecd9bdb02720d0def5d7d1d2","width":"632","height":"363"},{"img":"https://community-static.tradeup.com/news/95f05c5dd53baf0d8194733cf7a95c37","width":"632","height":"363"},{"img":"https://community-static.tradeup.com/news/bc8133b8f889be1b9b637ffc075842f8","width":"632","height":"363"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993768690","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}