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11-09

$SoFi Technologies Inc.(SOFI)$ Next target $15 then $20.

11-02

$NIO Inc.(NIO)$ 57TH swap station in 🇩🇪. Great to see NIO scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard

11-07

$SoFi Technologies Inc.(SOFI)$ Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above calls expiring this Friday.

11-11

【Voting Post】$SoFi Technologies Inc.(SOFI)$ will enter S&P500 when stock price exceeds $18. It has met other major pre-requisites.

11-05

$NIO Inc.(NIO)$ [Cool] Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700

11-13 04:27

【Voting Post】$Tiger Brokers(TIGR)$ $Futu Holdings Limited(FUTU)$ which broker is a better deal and why?

10-05

$Lemonade, Inc.(LMND)$ When does this fly? [Drowsy]

11-09

$SoFi Technologies Inc.(SOFI)$ Impressive team! Well done.. Wonder how are all the shorts doing?

11-08

$SoFi Technologies Inc.(SOFI)$ FOMC MEETING SOON... ANOTHER RATE CUT WILL SEND SOFI ✈️

10-23

$NIO Inc.(NIO)$ Golden Cross Bullish!!

11-09

$NIO Inc.(NIO)$ HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work

11-02

$Robinhood(HOOD)$ Innovation continues. Assets transfer growth incredible, monetization growth will come eventually!

03-27

$Tesla Motors(TSLA)$ turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?

10-30

$SoFi Technologies Inc.(SOFI)$ Bullish Doji Star. Let's keep it above 10.50 and rip back up after analysts re-rate the stock higher.

11-12

Great to see the good progress the company is making towards profitability. Consistent and predictable results and strong leadership will get us there! Rooting for you Grab and Anthony! Make us proud!

Grab Shares Surge over 13% After Raising Annual Revenue Forecast

11-08

Think they may have booked revenue before complete delivery possibly due to Blackwell delays.

Super Micro Is Coming Up Too Short

08-01

$SoFi Technologies Inc.(SOFI)$ 7.50 8.0 are tough resistance

02-01

$SoFi Technologies Inc.(SOFI)$ is SOLID BUT $NYCB is causing FUD

01-28

They just need to reduce fsd beta prices if they really wanted more fsd data for training

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MooMoo","userSize":19,"voted":false},{"id":12897,"sort":2,"name":"Tiger","userSize":24,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370053764788304,"gmtCreate":1731367671083,"gmtModify":1731382419721,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<v-v data-views=\"1\"></v-v> Great to see the&nbsp;good progress the company is making towards profitability.&nbsp; Consistent and&nbsp;predictable results and strong leadership will get us there! 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Make us proud!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370053764788304","repostId":"2482762216","repostType":2,"repost":{"id":"2482762216","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1731364893,"share":"https://ttm.financial/m/news/2482762216?lang=&edition=fundamental","pubTime":"2024-11-12 06:41","market":"us","language":"en","title":"Grab Shares Surge over 13% After Raising Annual Revenue Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2482762216","media":"Reuters","summary":" - Singapore's $Grab Holdings$ raised its forecast for fiscal 2024 revenue on Monday, as it anticipates robust growth in its food delivery and ride-hailing businesses.U.S.-listed shares of the company rose over 13% in extended trading.The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.Its mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers incre","content":"<html><head></head><body><p>Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings </a> raised its forecast for fiscal 2024 revenue on Monday, as the Southeast Asian tech firm anticipates robust growth in its food delivery and ride-hailing businesses during the busy holiday season.</p><p>U.S.-listed shares of the company jumped more than 13% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b434309807a53320a954a7bbef6a47\" title=\"\" tg-width=\"780\" tg-height=\"621\"/></p><p>Grab&#39;s mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers increase their discretionary spending budgets in a sign of economic easing.</p><p>&#34;We remain bullish on the long-term growth outlook of Southeast Asia, and are firing on all cylinders to capture the strong user demand trends,&#34; Grab CEO Anthony Tan said.</p><p>The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.</p><p>Grab has been attempting to introduce cheaper options for its ride-hailing services to woo price-wary customers. On the other hand, the firm has been trying to promote its premium offerings as well to boost its earnings.</p><p>The margins for the more premium rides are 1.2 times higher than the standard rides offered by the company, CFO Peter Oey told Reuters.</p><p>Grab reported third-quarter revenue of $716 million, exceeding Visible Alpha estimates of $700.8 million.</p><p>Oey said transactions made by customers were up 22% in the third quarter and subscribers of the company&#39;s services spend four times that of non-subscribers.</p><p>The firm also raised its annual core profit forecast to between $308 million and $313 million, from $250 million and $270 million.</p><p>Revenue in the deliveries segment increased 16% to $380 million, surpassing estimates of $374.2 million.</p><p>The company left its annual adjusted free cash flow forecast unchanged and beat estimates in its financial segment.</p><p>On an adjusted basis, the company earned 1 cent per share, compared with estimates of a break-even quarter, as per data compiled by LSEG.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Shares Surge over 13% After Raising Annual Revenue Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-12 06:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings </a> raised its forecast for fiscal 2024 revenue on Monday, as the Southeast Asian tech firm anticipates robust growth in its food delivery and ride-hailing businesses during the busy holiday season.</p><p>U.S.-listed shares of the company jumped more than 13% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b434309807a53320a954a7bbef6a47\" title=\"\" tg-width=\"780\" tg-height=\"621\"/></p><p>Grab&#39;s mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers increase their discretionary spending budgets in a sign of economic easing.</p><p>&#34;We remain bullish on the long-term growth outlook of Southeast Asia, and are firing on all cylinders to capture the strong user demand trends,&#34; Grab CEO Anthony Tan said.</p><p>The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.</p><p>Grab has been attempting to introduce cheaper options for its ride-hailing services to woo price-wary customers. On the other hand, the firm has been trying to promote its premium offerings as well to boost its earnings.</p><p>The margins for the more premium rides are 1.2 times higher than the standard rides offered by the company, CFO Peter Oey told Reuters.</p><p>Grab reported third-quarter revenue of $716 million, exceeding Visible Alpha estimates of $700.8 million.</p><p>Oey said transactions made by customers were up 22% in the third quarter and subscribers of the company&#39;s services spend four times that of non-subscribers.</p><p>The firm also raised its annual core profit forecast to between $308 million and $313 million, from $250 million and $270 million.</p><p>Revenue in the deliveries segment increased 16% to $380 million, surpassing estimates of $374.2 million.</p><p>The company left its annual adjusted free cash flow forecast unchanged and beat estimates in its financial segment.</p><p>On an adjusted basis, the company earned 1 cent per share, compared with estimates of a break-even quarter, as per data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482762216","content_text":"Singapore's Grab Holdings  raised its forecast for fiscal 2024 revenue on Monday, as the Southeast Asian tech firm anticipates robust growth in its food delivery and ride-hailing businesses during the busy holiday season.U.S.-listed shares of the company jumped more than 13% in extended trading.Grab's mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers increase their discretionary spending budgets in a sign of economic easing.\"We remain bullish on the long-term growth outlook of Southeast Asia, and are firing on all cylinders to capture the strong user demand trends,\" Grab CEO Anthony Tan said.The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.Grab has been attempting to introduce cheaper options for its ride-hailing services to woo price-wary customers. On the other hand, the firm has been trying to promote its premium offerings as well to boost its earnings.The margins for the more premium rides are 1.2 times higher than the standard rides offered by the company, CFO Peter Oey told Reuters.Grab reported third-quarter revenue of $716 million, exceeding Visible Alpha estimates of $700.8 million.Oey said transactions made by customers were up 22% in the third quarter and subscribers of the company's services spend four times that of non-subscribers.The firm also raised its annual core profit forecast to between $308 million and $313 million, from $250 million and $270 million.Revenue in the deliveries segment increased 16% to $380 million, surpassing estimates of $374.2 million.The company left its annual adjusted free cash flow forecast unchanged and beat estimates in its financial segment.On an adjusted basis, the company earned 1 cent per share, compared with estimates of a break-even quarter, as per data compiled by LSEG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369587737268288,"gmtCreate":1731269065250,"gmtModify":1731489042619,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> will enter S&amp;P500 when stock price exceeds&nbsp;$18. It has met other major pre-requisites.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> will enter S&amp;P500 when stock price exceeds&nbsp;$18. It has met other major pre-requisites.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ will enter S&P500 when stock price exceeds $18. It has met other major pre-requisites.","images":[{"img":"https://community-static.tradeup.com/news/d34ec243d150ba5929a15ff8b6d8b0e8","width":"210","height":"162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":3,"link":"https://ttm.financial/post/369587737268288","isVote":2,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3576,"gmtBegin":1731269065249,"gmtEnd":1731873809381,"type":1,"upper":1,"title":"Do you think it will make it in 2024?","choices":[{"id":12874,"sort":1,"name":"YES","userSize":34,"voted":false},{"id":12875,"sort":2,"name":"NO","userSize":21,"voted":false}]},"comments":[{"author":{"id":"4174181632108162","authorId":"4174181632108162","name":"Emotional Investor","avatar":"https://community-static.tradeup.com/news/57ce43901504951c0ec8b4e69e083150","crmLevel":1,"crmLevelSwitch":0,"idStr":"4174181632108162","authorIdStr":"4174181632108162"},"content":"I am sure it will go to $14.50 ish, because it has to so that sofi can excise the calls on itself and pay back the $800 million loan making the brokers that wrote the covered call rich, and keep the institutions that lent the money very happy too. $18 buck next year yup but not this year","text":"I am sure it will go to $14.50 ish, because it has to so that sofi can excise the calls on itself and pay back the $800 million loan making the brokers that wrote the covered call rich, and keep the institutions that lent the money very happy too. $18 buck next year yup but not this year","html":"I am sure it will go to $14.50 ish, because it has to so that sofi can excise the calls on itself and pay back the $800 million loan making the brokers that wrote the covered call rich, and keep the institutions that lent the money very happy too. $18 buck next year yup but not this year"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":368885249478912,"gmtCreate":1731101419549,"gmtModify":1731101424058,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Next target $15 then $20.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Next target $15 then $20.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Next target $15 then $20.","images":[{"img":"https://community-static.tradeup.com/news/54f07c6092f78d7eb11c4ed1e6b4db39","width":"871","height":"1347"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":102,"commentSize":6,"repostSize":782,"link":"https://ttm.financial/post/368885249478912","isVote":1,"tweetType":1,"viewCount":14276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"content":"Not saying it will go up in a straight line. Risk management still required and in case of blackswans which can happen. I use VIX options to mitigate some risks for such a scenario.","text":"Not saying it will go up in a straight line. Risk management still required and in case of blackswans which can happen. I use VIX options to mitigate some risks for such a scenario.","html":"Not saying it will go up in a straight line. Risk management still required and in case of blackswans which can happen. I use VIX options to mitigate some risks for such a scenario."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368880496607424,"gmtCreate":1731100257228,"gmtModify":1731100261574,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Impressive team! Well done.. Wonder how are all the shorts doing?&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Impressive team! Well done.. Wonder how are all the shorts doing?&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Impressive team! Well done.. Wonder how are all the shorts doing?","images":[{"img":"https://community-static.tradeup.com/news/bdb03c47e8d8a67de66cb64db0607224","width":"1080","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/368880496607424","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368842648027352,"gmtCreate":1731087163008,"gmtModify":1731087322504,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work","text":"$NIO Inc.(NIO)$ HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368842648027352","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368496188145728,"gmtCreate":1731002573764,"gmtModify":1731002578455,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> FOMC MEETING SOON... ANOTHER&nbsp;RATE CUT WILL SEND SOFI ✈️","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> FOMC MEETING SOON... ANOTHER&nbsp;RATE CUT WILL SEND SOFI ✈️","text":"$SoFi Technologies Inc.(SOFI)$ FOMC MEETING SOON... ANOTHER RATE CUT WILL SEND SOFI ✈️","images":[{"img":"https://community-static.tradeup.com/news/ee73602b70b1a48f9ba9a2cee88e52af","width":"1860","height":"1239"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/368496188145728","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368477363134816,"gmtCreate":1731001842838,"gmtModify":1731001846813,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"Think they may have booked revenue before complete delivery possibly due to Blackwell delays.&nbsp;","listText":"Think they may have booked revenue before complete delivery possibly due to Blackwell delays.&nbsp;","text":"Think they may have booked revenue before complete delivery possibly due to Blackwell delays.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368477363134816","repostId":"2481494981","repostType":2,"repost":{"id":"2481494981","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730982658,"share":"https://ttm.financial/m/news/2481494981?lang=&edition=fundamental","pubTime":"2024-11-07 20:30","market":"sh","language":"en","title":"Super Micro Is Coming Up Too Short","url":"https://stock-news.laohu8.com/highlight/detail?id=2481494981","media":"Dow Jones","summary":"Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia's latest chips. Unfortunately, investors can no longer afford to take the company at its word.The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited \"business update\" Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company's prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst & Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was \"unwilling to be associated with the financial statements prepared by management\" in its resignation letter, according to a filing by Super Micro.","content":"<html><head></head><body><p>Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia&#39;s latest chips. Unfortunately, investors can no longer afford to take the company at its word.</p><p>The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited &#34;business update&#34; Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company&#39;s prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst &amp; Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was &#34;unwilling to be associated with the financial statements prepared by management&#34; in its resignation letter, according to a filing by Super Micro.</p><p>That filing alone took nearly 33% off Super Micro&#39;s stock price, which was already down 59% from its peak in March. The latest update came out on election night, which didn&#39;t stop investors from voting with their feet again. Super Micro&#39;s stock slid more than 21% in early trading Wednesday, putting the share price below its level from a year ago -- before AI hype more than quadrupled its value.</p><p>Such a plunge suggests Super Micro may be a cheap AI play again. But while its current multiple of less than seven times forward earnings is indeed now at a discount to main rivals such as Dell and Hewlett Packard Enterprise, Super Micro is no bargain. The company has been under a cloud since famed short-selling firm Hindenburg Research issued a report in late August claiming &#34;glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export-control failures, and customer issues.&#34;</p><p>Super Micro declined to comment on the report at the time, but the next day announced it was delaying its annual 10-K filing, saying it needed time to &#34;complete its assessment of the design and operating effectiveness of its internal controls over financial reporting.&#34; That 10-K still hasn&#39;t been filed, and the recent loss of its auditor suggests it likely isn&#39;t coming soon. Super Micro said Tuesday it is working &#34;diligently&#34; on the matter, but the company that was just added to the S&amp;P 500 in March now stands in danger of being delisted from the Nasdaq.</p><p>And what of Super Micro&#39;s actual business? Demand for AI components remains hot. The biggest tech companies made clear last week that they are still spending a boatload -- and planning to spend boatloads more -- on that very technology.</p><p>But while even $5.9 billion in revenue for the September quarter is more than double what Super Micro managed in the same period last year, it would also be the first time the company has missed the low end of its guidance range in at least five years, according to FactSet data.</p><p>The company also projected a revenue range of $5.5 billion to $6.1 billion for the current quarter, the midpoint of which is more than a billion shy of what Wall Street was expecting. In a conference call Tuesday, Super Micro Chief Executive Charles Liang blamed most of the shortfall on customers waiting on availability of Nvidia&#39;s new Blackwell chip. But he conceded that the 10-K delay that has threatened the company&#39;s Nasdaq listing &#34;may impact a little bit.&#34;</p><p>Wall Street is rightly skeptical. Vijay Rakesh of Mizuho suspended his rating on the company on Wednesday, citing &#34;lack of clarity on financials&#34; in his report. Samik Chatterjee of JP Morgan cut the shares to underperform, citing &#34;more uncertainty around both the regulatory filings as well as business fundamentals.&#34;</p><p>In a note ahead of Tuesday&#39;s update, Mehdi Hosseini of Susquehanna said there is &#34;minimal trust in the company&#39;s reported financials and guidance.&#34; Following the update, he also took his price target on the stock to $15 a share -- 46% below its last close -- calling it a &#34;trough valuation&#34; in line with the last time it was delisted from the Nasdaq in 2018. That Super Micro has been down this road before probably shouldn&#39;t be comforting.</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>Super Micro Is Coming Up Too Short</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\">\nSuper Micro Is Coming Up Too Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-07 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia&#39;s latest chips. Unfortunately, investors can no longer afford to take the company at its word.</p><p>The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited &#34;business update&#34; Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company&#39;s prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst &amp; Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was &#34;unwilling to be associated with the financial statements prepared by management&#34; in its resignation letter, according to a filing by Super Micro.</p><p>That filing alone took nearly 33% off Super Micro&#39;s stock price, which was already down 59% from its peak in March. The latest update came out on election night, which didn&#39;t stop investors from voting with their feet again. Super Micro&#39;s stock slid more than 21% in early trading Wednesday, putting the share price below its level from a year ago -- before AI hype more than quadrupled its value.</p><p>Such a plunge suggests Super Micro may be a cheap AI play again. But while its current multiple of less than seven times forward earnings is indeed now at a discount to main rivals such as Dell and Hewlett Packard Enterprise, Super Micro is no bargain. The company has been under a cloud since famed short-selling firm Hindenburg Research issued a report in late August claiming &#34;glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export-control failures, and customer issues.&#34;</p><p>Super Micro declined to comment on the report at the time, but the next day announced it was delaying its annual 10-K filing, saying it needed time to &#34;complete its assessment of the design and operating effectiveness of its internal controls over financial reporting.&#34; That 10-K still hasn&#39;t been filed, and the recent loss of its auditor suggests it likely isn&#39;t coming soon. Super Micro said Tuesday it is working &#34;diligently&#34; on the matter, but the company that was just added to the S&amp;P 500 in March now stands in danger of being delisted from the Nasdaq.</p><p>And what of Super Micro&#39;s actual business? Demand for AI components remains hot. The biggest tech companies made clear last week that they are still spending a boatload -- and planning to spend boatloads more -- on that very technology.</p><p>But while even $5.9 billion in revenue for the September quarter is more than double what Super Micro managed in the same period last year, it would also be the first time the company has missed the low end of its guidance range in at least five years, according to FactSet data.</p><p>The company also projected a revenue range of $5.5 billion to $6.1 billion for the current quarter, the midpoint of which is more than a billion shy of what Wall Street was expecting. In a conference call Tuesday, Super Micro Chief Executive Charles Liang blamed most of the shortfall on customers waiting on availability of Nvidia&#39;s new Blackwell chip. But he conceded that the 10-K delay that has threatened the company&#39;s Nasdaq listing &#34;may impact a little bit.&#34;</p><p>Wall Street is rightly skeptical. Vijay Rakesh of Mizuho suspended his rating on the company on Wednesday, citing &#34;lack of clarity on financials&#34; in his report. Samik Chatterjee of JP Morgan cut the shares to underperform, citing &#34;more uncertainty around both the regulatory filings as well as business fundamentals.&#34;</p><p>In a note ahead of Tuesday&#39;s update, Mehdi Hosseini of Susquehanna said there is &#34;minimal trust in the company&#39;s reported financials and guidance.&#34; Following the update, he also took his price target on the stock to $15 a share -- 46% below its last close -- calling it a &#34;trough valuation&#34; in line with the last time it was delisted from the Nasdaq in 2018. That Super Micro has been down this road before probably shouldn&#39;t be comforting.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVDA":"英伟达","BK4588":"碎股","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481494981","content_text":"Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia's latest chips. Unfortunately, investors can no longer afford to take the company at its word.The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited \"business update\" Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company's prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst & Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was \"unwilling to be associated with the financial statements prepared by management\" in its resignation letter, according to a filing by Super Micro.That filing alone took nearly 33% off Super Micro's stock price, which was already down 59% from its peak in March. The latest update came out on election night, which didn't stop investors from voting with their feet again. Super Micro's stock slid more than 21% in early trading Wednesday, putting the share price below its level from a year ago -- before AI hype more than quadrupled its value.Such a plunge suggests Super Micro may be a cheap AI play again. But while its current multiple of less than seven times forward earnings is indeed now at a discount to main rivals such as Dell and Hewlett Packard Enterprise, Super Micro is no bargain. The company has been under a cloud since famed short-selling firm Hindenburg Research issued a report in late August claiming \"glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export-control failures, and customer issues.\"Super Micro declined to comment on the report at the time, but the next day announced it was delaying its annual 10-K filing, saying it needed time to \"complete its assessment of the design and operating effectiveness of its internal controls over financial reporting.\" That 10-K still hasn't been filed, and the recent loss of its auditor suggests it likely isn't coming soon. Super Micro said Tuesday it is working \"diligently\" on the matter, but the company that was just added to the S&P 500 in March now stands in danger of being delisted from the Nasdaq.And what of Super Micro's actual business? Demand for AI components remains hot. The biggest tech companies made clear last week that they are still spending a boatload -- and planning to spend boatloads more -- on that very technology.But while even $5.9 billion in revenue for the September quarter is more than double what Super Micro managed in the same period last year, it would also be the first time the company has missed the low end of its guidance range in at least five years, according to FactSet data.The company also projected a revenue range of $5.5 billion to $6.1 billion for the current quarter, the midpoint of which is more than a billion shy of what Wall Street was expecting. In a conference call Tuesday, Super Micro Chief Executive Charles Liang blamed most of the shortfall on customers waiting on availability of Nvidia's new Blackwell chip. But he conceded that the 10-K delay that has threatened the company's Nasdaq listing \"may impact a little bit.\"Wall Street is rightly skeptical. Vijay Rakesh of Mizuho suspended his rating on the company on Wednesday, citing \"lack of clarity on financials\" in his report. Samik Chatterjee of JP Morgan cut the shares to underperform, citing \"more uncertainty around both the regulatory filings as well as business fundamentals.\"In a note ahead of Tuesday's update, Mehdi Hosseini of Susquehanna said there is \"minimal trust in the company's reported financials and guidance.\" Following the update, he also took his price target on the stock to $15 a share -- 46% below its last close -- calling it a \"trough valuation\" in line with the last time it was delisted from the Nasdaq in 2018. That Super Micro has been down this road before probably shouldn't be comforting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368157744054600,"gmtCreate":1730922829079,"gmtModify":1730976542546,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above&nbsp;calls expiring this Friday.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above&nbsp;calls expiring this Friday.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above calls expiring this Friday.","images":[{"img":"https://community-static.tradeup.com/news/85a16ea8a97b25dcdc2e59a6a56e1630","width":"1080","height":"2266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":3,"repostSize":35,"link":"https://ttm.financial/post/368157744054600","isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"content":"What does that mean? Have resistance at $12?","text":"What does that mean? Have resistance at $12?","html":"What does that mean? Have resistance at $12?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367839132291248,"gmtCreate":1730822228720,"gmtModify":1730884139734,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a>&nbsp;[Cool]&nbsp; Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a>&nbsp;[Cool]&nbsp; Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700","text":"$NIO Inc.(NIO)$ [Cool] Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700","images":[{"img":"https://community-static.tradeup.com/news/4bd07007c1ea1df4c76f86bc01acc76a","width":"1125","height":"632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/367839132291248","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010975","authorId":"10000000000010975","name":"gogoooCn","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010975","authorIdStr":"10000000000010975"},"content":"Chinese EVs may face difficulties with Trump’s election. I’m still holding tho","text":"Chinese EVs may face difficulties with Trump’s election. I’m still holding tho","html":"Chinese EVs may face difficulties with Trump’s election. I’m still holding tho"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366530646737024,"gmtCreate":1730493331778,"gmtModify":1730493335857,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ </a> Innovation continues. Assets transfer growth incredible, monetization growth&nbsp;will come eventually!&nbsp;","listText":"<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ </a> Innovation continues. Assets transfer growth incredible, monetization growth&nbsp;will come eventually!&nbsp;","text":"$Robinhood(HOOD)$ Innovation continues. Assets transfer growth incredible, monetization growth will come eventually!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366530646737024","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366376853065760,"gmtCreate":1730491178063,"gmtModify":1730491183351,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> 57TH swap station in 🇩🇪.&nbsp;Great to see NIO&nbsp;scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> 57TH swap station in 🇩🇪.&nbsp;Great to see NIO&nbsp;scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard","text":"$NIO Inc.(NIO)$ 57TH swap station in 🇩🇪. Great to see NIO scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard","images":[{"img":"https://community-static.tradeup.com/news/91b1f3caedf0e5739e2ef22ff60ec19f","width":"690","height":"1227"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":156,"commentSize":0,"repostSize":240,"link":"https://ttm.financial/post/366376853065760","isVote":1,"tweetType":1,"viewCount":4735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365310307614840,"gmtCreate":1730230692758,"gmtModify":1730230698102,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Bullish Doji Star. Let's keep it&nbsp;above 10.50 and rip back up after analysts&nbsp;re-rate the stock higher.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Bullish Doji Star. Let's keep it&nbsp;above 10.50 and rip back up after analysts&nbsp;re-rate the stock higher.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Bullish Doji Star. Let's keep it above 10.50 and rip back up after analysts re-rate the stock higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365310307614840","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363049785659416,"gmtCreate":1729671031557,"gmtModify":1729671036104,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> Golden Cross Bullish!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> Golden Cross Bullish!!&nbsp;","text":"$NIO Inc.(NIO)$ Golden Cross Bullish!!","images":[{"img":"https://community-static.tradeup.com/news/ce447a34887a83ed7c402070b1d5f03d","width":"1080","height":"2266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363049785659416","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356607317639312,"gmtCreate":1728071891286,"gmtModify":1728071896091,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$ </a> When does this fly?&nbsp;[Drowsy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$ </a> When does this fly?&nbsp;[Drowsy]&nbsp;&nbsp;","text":"$Lemonade, Inc.(LMND)$ When does this fly? [Drowsy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356607317639312","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333455152541952,"gmtCreate":1722454965142,"gmtModify":1722454970197,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> 7.50 8.0 are&nbsp;tough resistance&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> 7.50 8.0 are&nbsp;tough resistance&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ 7.50 8.0 are tough resistance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333455152541952","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288524761051312,"gmtCreate":1711473261804,"gmtModify":1711473348661,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?&nbsp;","text":"$Tesla Motors(TSLA)$ turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288524761051312","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269085359046712,"gmtCreate":1706729181829,"gmtModify":1706736685480,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> is SOLID BUT $NYCB is causing FUD","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> is SOLID BUT $NYCB is causing FUD","text":"$SoFi Technologies Inc.(SOFI)$ is SOLID BUT $NYCB is causing FUD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269085359046712","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267635089817736,"gmtCreate":1706371784329,"gmtModify":1706406735498,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"They just need to reduce fsd beta&nbsp;prices if they really wanted&nbsp; more fsd&nbsp;data for training","listText":"They just need to reduce fsd beta&nbsp;prices if they really wanted&nbsp; more fsd&nbsp;data for training","text":"They just need to reduce fsd beta prices if they really wanted more fsd data for training","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267635089817736","repostId":"2406795153","repostType":2,"repost":{"id":"2406795153","pubTimestamp":1706319000,"share":"https://ttm.financial/m/news/2406795153?lang=&edition=fundamental","pubTime":"2024-01-27 09:30","market":"us","language":"en","title":"Tesla: May Decline Further, But Thereby Create A Long-Term Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2406795153","media":"Seeking Alpha","summary":"I have changed my outlook on Tesla, and I am now bullish on the company as a long-term investment opportunity.Tesla has the potential to become the largest company in the S&P 500 by 2030.There obvious","content":"<html><head></head><body><ul style=\"\"><li><p>I have changed my outlook on Tesla, and I am now bullish on the company as a long-term investment opportunity.</p></li><li><p>Tesla has the potential to become the largest company in the S&amp;P 500 by 2030.</p></li><li><p>There obviously are risks to my investment thesis, including execution risks, market competition, macroeconomic factors, and valuation concerns.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Xiaolu Chu\" title=\"Xiaolu Chu\" tg-width=\"750\" tg-height=\"563\"/><span>Xiaolu Chu</span></p><p>After years of being a permabear on <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) and repeatedly saying it&#39;s not a technology company, I have finally seen the forest for the trees. My most popular article on Seeking Alpha was written on May 6th, 2022, and I discussed why I felt TSLA was overvalued by 85.26%. Many investors called me crazy, while others sent me private messages asking to have a public debate on the topic. At that time, shares of TSLA traded at $295.67 and fell to roughly $112.71 by the end of 2022, which was a decline of -61.88%.</p><p>Since then, TSLA has been growing on me, and my outlook has gone from bearish to neutral. This is the first time I truly see TSLA as more than an automotive company, and I am seeing the forest for the trees. The day after Q4 earnings was difficult for TSLA bulls, as shares finished down -12.13% after an earnings call that many investors weren&#39;t thrilled about, including Dan Ives, who considered it a trainwreck.</p><p>I can&#39;t time bottoms, and shares of TSLA could certainly decline further, but I am seeing a long-term opportunity. Several weeks ago, I started utilizing capital generated from writing covered calls on other positions to purchase shares of TSLA, and I am now buying with fresh capital. Technically, I was always a shareholder because my wife owns TSLA, but now it&#39;s official, and this isn&#39;t a trade for me. I will follow TSLA as low as it goes to build out a position because, for the first time, I think TSLA has the potential to become the largest company in the S&amp;P 500 (SP500) by 2030.</p><p>Please keep in mind that I do think TSLA will decline further, and no matter how low TSLA goes, it won&#39;t impact me, so don&#39;t purchase TSLA just because I am starting to build a position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5e8704b682f7699f907cdc993c41b72\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"219\"/><span>Seeking Alpha</span></p><h2 id=\"id_3944400748\">Following up on my last several articles about Tesla</h2><p>I started out being very bearish on TSLA because of the valuation and the fact that 100% of their gross profit was being generated from the automobile business. I didn&#39;t feel that it was fair for TSLA to have a larger valuation than tech companies such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), producing tens of billions in additional profits. As shares declined, I became neutral on TSLA as the valuation became more reasonable, and the other lines of business started contributing to the bottom line I discussed in my most recent article.</p><p>While I am still not sold on some aspects of the bull thesis, there are four aspects that have made me turn bullish on TSLA as a long-term position. I fully expect shares to continue selling off, but I can&#39;t predict bottoms, so I will be building a position throughout this downturn. In this article, I will discuss why I am now bullish on TSLA as a long-term opportunity. Just to clarify, when I say long term, I am looking forward to 5-10 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e554ca70521410da86a8e470204c319c\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"234\"/><span>Seeking Alpha</span></p><h2 id=\"id_2235150311\">Risks to my investment thesis</h2><p>I want to address the risks first, as there are many risks to my investment thesis. For my investment thesis to materialize, CEO Elon Musk and the team at TSLA need to execute flawlessly. Today, TSLA is still a car company, as the automotive segment accounted for 85.17% of TSLA&#39;s 2023 revenue and 90.77% of TSLA&#39;s 2023 gross profit. TSLA&#39;s margins have been under pressure due to several price reductions throughout 2023, which caused the automotive segment to operate at an 18.85% gross profit margin in Q4 compared to 25.92% in Q1 2023.</p><p>If TSLA continues to squeeze margins to play the volume game, they risk generating less profitability when they are still expanding their manufacturing footprint. On the earnings call, Mr. Taneja stated that TSLA&#39;s volume growth will be lower in 2024 if margins are squeezed further with less forward vehicle sale growth; this could cause TSLA to miss EPS estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88bd8cc3892113071b3f48ecf6b62879\" alt=\"Tesla\" title=\"Tesla\" tg-width=\"640\" tg-height=\"316\"/><span>Tesla</span></p><p>The next risk is breaking into the sub $25,000 market with TSLA&#39;s next-generation vehicle. TSLA still sells premium vehicles, and while prices have declined and less expensive models have been introduced, they are still expensive for the average household. If TSLA has issues bringing a sub $25,000 vehicle to market, they will be missing out on a tremendous segment of the auto industry, which could impact their future growth.</p><p>TSLA is also a victim of macroeconomic factors that are outside of their control. Elon said it on the conference call himself, indicating that if rates don&#39;t decline quickly in 2024, it could impact not just margins but the ability of Americans to purchase TSLA vehicles. There is demand for the products, but if the payment doesn&#39;t fit into the monthly budget, it is a deterrent because the ability to afford a TSLA isn&#39;t there. Rates play a substantial role in the monthly payment, and if rates stay higher for longer, it could impact TSLA&#39;s top and bottom-line growth prospects.</p><p>I know TSLA bulls don&#39;t want to hear this, but not every person wants to drive an EV, and not every person wants to drive a TSLA. I am a perfect example, as my wife and I purchased a new vehicle in the spring of 2023, and it wasn&#39;t an EV or a TSLA. For better or worse, CEO Musk is a polarizing figure, and some of his comments on X could cause people to purchase a competitor&#39;s vehicle out of spite.</p><p>The other risks are that much of the future bull case, especially the points presented in Ark Invest&#39;s research, may not soon materialize. Full Self-Driving (FSD) may not be monetizable in 2024, and even if a full working version is ready to be deployed, you will need government regulation to be passed to utilize it fully. In my opinion, until it becomes legalized, it&#39;s not ready for mass-market consumers. I think something many bulls forget is that even if FSD is optimized, it could be years until you can actually turn it on and take a nap. The Robotaxi premise is also further away than many expect, in my opinion. The first hurdle is regulations being passed for FSD; then the 2nd hurdle is people actually opting in. Don&#39;t forget federal legislation is just one aspect, as individual states could pass specific laws that prohibit FSD in certain jurisdictions.</p><p>The final risk to my investment thesis is the valuation. From a numbers perspective, TSLA is expensive compared to the rest of the Magnificent Seven. TSLA generates the least cash from operations out of the Magnificent Seven and the least free cash flow (FCF). TSLA also trades at the largest price to FCF valuation, and the gap could expand after the rest of the group reports earnings over the next two weeks. From a valuation perspective, TSLA has a lot of risk.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcc3cee673034d54d59a31adadf81b91\" alt=\"Steven Fiorillo, Seeking Alpha\" title=\"Steven Fiorillo, Seeking Alpha\" tg-width=\"640\" tg-height=\"163\"/><span>Steven Fiorillo, Seeking Alpha</span></p><h2 id=\"id_497296102\">If there are so many risks to my investment thesis then why am I bullish and building a position?</h2><p>I know that so far, I still sound like a permabear, but quite frankly, the risks are real. I know that I can&#39;t time the bottom, and I know that there are many risks that could cause shares of TSLA to decline further before shareholders see better days. I prefer to go into every investment with my eyes wide open, and right now, the opportunity cost outweighs the investment thesis risks for me. I won&#39;t lose sleep if my investment declines in value because I want to buy additional shares at lower prices.</p><p>The three largest companies in the S&amp;P are Apple (AAPL), Microsoft (MSFT), and Alphabet (GOOGL). For TSLA to overtake GOOGL as the third largest company, its market cap would need to increase by $1.34 billion or by 233.84%. GOOGL has generated $297.13 billion in revenue, $166.76 billion in gross profit, and $66.73 billion in net income over the trailing twelve months (TTM) compared to TSLA, generating $96.77 billion in revenue, $17.66 billion in gross profit, and $15 billion in net income for their 2023 fiscal year. In my opinion, TSLA would need to generate around GOOGL&#39;s current levels of profitability to be valued in the $2 trillion neighborhood. I think TSLA can get there and surpass these numbers, but it&#39;s not going to be overnight, and it could take 5-10 years to accomplish this.</p><p>My bull case revolves around four aspects, Optimus Bot, FSD, Ride hailing, and the sub $25,000 vehicle. Starting with Optimus, there are roughly 142 million homes in the United States, 84.37 million white-collar jobs, and 63.6 million blue-collar jobs. I agree with Elon that the Bot could be the biggest product and larger than the car business at TSLA. Over the next decade, I believe that the Bot will be able to replace a significant number of blue- and white-collar jobs, and it will be a race to purchase them.</p><p>I&#39;ll use FedEx (FDX) and United Parcel Service (UPS) as examples. By implementing the Bot for loading and unloading trucks and trailers at the warehouse, they can mitigate workman&#39;s comp claims, which could correlate to lowered insurance premiums in the future. They would also need less staff and lower their payroll expenses. Depending on how long Optimus can run, it could replace 2 shifts per day, maybe more depending on charging or how it replenishes energy. Now, extrapolate this to Amazon (AMZN), Walmart (WMT), Target (TGT) and every other company. Outside of manual labor tasks, artificial intelligence could get to a place where it replaces white-collar jobs over the next decade.</p><p>When you combine AI with the Bot, the Bot could potentially work a back-office service position for 16+ hours per day. Outside of work, there is a commercial use in the household. Humans love efficiency and reducing the amount of time spent on remedial tasks. I believe that if the Bot can do laundry, clean the kitchen and bathroom, and cut the lawn, it will see mass adoption. It won&#39;t occur tomorrow, but for $350 per month, I could see penetration into the household market occurring.</p><p>I don&#39;t believe that the Bot will be a one-time purchase, and there will be a monthly recurring charge when the Bot is hooked into the TSLA network, and it is constantly updating and learning from each task that every other Bot is performing. If the Bot is $22,000 and the learning plan is $39.99 per month, at a 10% penetration rate across white-collar jobs, blue-collar jobs, and households, the Bot would generate $638.75 billion in sales and $1.16 billion in monthly reoccurring revenue. Eventually, I could see a 10% penetration occurring and maybe a higher percentage. If TSLA can get a 17% penetration, they will generate over $1 trillion in Bot sales and $1.97 billion in monthly reoccurring revenue at $39.99 per month. If they achieve between 10-17% penetration across these markets, they could generate between $13.93 billion and $23.69 billion in annual revenue from a learning plan.</p><p>Keep in mind that this is just looking at the U.S. and that this can be extrapolated with as the Bot is introduced to other markets, such as Mexico, China, and India. The possibilities are limitless, and I do think that the Bot business will be bigger than the automobile business in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2026a143f1520f9f3358455b1db81cb3\" alt=\"Steven Fiorillo\" title=\"Steven Fiorillo\" tg-width=\"640\" tg-height=\"302\"/><span>Steven Fiorillo</span></p><p>The next business segments I am bullish on are FSD, the $25k car, and ride-hailing. In 2023, there were roughly 1.19 million EVs sold in the U.S. I am looking at FSD as a direct-to-consumer play through TSLA direct, and a licensing play. TSLA can be the brain powering its competitors&#39; vehicles, making them significantly more valuable. It&#39;s inevitable that we get to a point where autonomous driving is a reality. If TSLA could work out a licensing agreement with Volkswagen (OTCPK:VWAGY) (OTCPK:VLKAF) (OTCPK:VWAPY), Ford (F), and General Motors (GM), it could mean billions or tens of billions in reoccurring revenue on an annual basis. TSLA is further ahead of everyone else, so it would make sense for these companies to work out a licensing agreement for any EV that wants to opt into the TSLA FSD network. I think as FSD matures and actually comes to market, we will see more talk about this.</p><p>As far as the Robotaxis, I don&#39;t agree that the true value will be from individuals opting into a Robotaxi network while they aren&#39;t using their vehicle. I have always said the two things that will get me to purchase a TSLA are when I can either charge it in 2 minutes or take a nap while it drives me around. What I will not be doing is allowing anyone else to ride around in my TSLA, and I bet there are others who feel the same way.</p><p>I think that the $25k car has two purposes. The first is to break into the mass consumer market and break away from being a luxury brand. The second is for TSLA to build a full Robotaxi fleet and rival Uber Technologies (UBER). UBER generated $35.95 billion in revenue and $11.65 billion in gross profit in the TTM. I think that TSLA will repurpose some of its engineering team to build a ridesharing network to rival Uber. They already have the in-house team to build it with the FSD network, so there will not be added expenses. The other aspect is that TSLA can set aside a percentage of their produced sub $25k vehicles for this business at cost.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb01fb9fcedb2f343701fa9baea2030c\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"373\"/><span>Seeking Alpha</span></p><p>Currently, there are 31 analysts expecting $4.75 of EPS in 2025, and 12 analysts expecting $5.65 of EPS in 2026. TSLA is trading at 43.77 times 2025 earnings and 36.81 times 2026 earnings. There are 3 analysts calling for 10.41 of EPS in 2030, which places TSLA at 19.97 times 2030 earnings. In the next 7 years, there could be so many advances from FSD to the Bot that $10.41 of EPS may be drastically low. There are also other catalysts, including the charging network and energy business, but to be honest, I am less convinced that these will be as big as the other areas I outlined.</p><h2 id=\"id_2723124341\">Conclusion and why I am buying the dip</h2><p>This is the first time I have truly seen TSLA as more than an automotive company. Right now, I am not excited about the energy business as it only accounts for 5.88% of TSLA&#39;s 2023 gross profit. TSLA has demonstrated that it can scale its manufacturing capacity at an extraordinary pace while substantially increasing its throughput. The narrative isn&#39;t great in the current environment, and shares of TSLA could easily be retraced to the $ 150s or lower. I can&#39;t predict bottoms, so I am building out a position as shares fall. This is a stock that I now want to hold for the long term because, over the next decade, I believe the combination of its automotive business, the Bit, FSD, and a ride-hailing company could make it the most valuable company in the market.</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>Tesla: May Decline Further, But Thereby Create A Long-Term Opportunity</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\">\nTesla: May Decline Further, But Thereby Create A Long-Term Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-27 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4665267-tesla-may-decline-further-but-thereby-create-a-long-term-opportunity-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I have changed my outlook on Tesla, and I am now bullish on the company as a long-term investment opportunity.Tesla has the potential to become the largest company in the S&P 500 by 2030.There ...</p>\n\n<a href=\"https://seekingalpha.com/article/4665267-tesla-may-decline-further-but-thereby-create-a-long-term-opportunity-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4592":"伊斯兰概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0444971666.USD":"天利全球科技基金","BK4567":"ESG概念","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4575":"芯片概念","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4077":"互动媒体与服务","TSLA":"特斯拉","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4097":"系统软件","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4512":"苹果概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC"},"source_url":"https://seekingalpha.com/article/4665267-tesla-may-decline-further-but-thereby-create-a-long-term-opportunity-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2406795153","content_text":"I have changed my outlook on Tesla, and I am now bullish on the company as a long-term investment opportunity.Tesla has the potential to become the largest company in the S&P 500 by 2030.There obviously are risks to my investment thesis, including execution risks, market competition, macroeconomic factors, and valuation concerns.Xiaolu ChuAfter years of being a permabear on Tesla, Inc. (NASDAQ:TSLA) and repeatedly saying it's not a technology company, I have finally seen the forest for the trees. My most popular article on Seeking Alpha was written on May 6th, 2022, and I discussed why I felt TSLA was overvalued by 85.26%. Many investors called me crazy, while others sent me private messages asking to have a public debate on the topic. At that time, shares of TSLA traded at $295.67 and fell to roughly $112.71 by the end of 2022, which was a decline of -61.88%.Since then, TSLA has been growing on me, and my outlook has gone from bearish to neutral. This is the first time I truly see TSLA as more than an automotive company, and I am seeing the forest for the trees. The day after Q4 earnings was difficult for TSLA bulls, as shares finished down -12.13% after an earnings call that many investors weren't thrilled about, including Dan Ives, who considered it a trainwreck.I can't time bottoms, and shares of TSLA could certainly decline further, but I am seeing a long-term opportunity. Several weeks ago, I started utilizing capital generated from writing covered calls on other positions to purchase shares of TSLA, and I am now buying with fresh capital. Technically, I was always a shareholder because my wife owns TSLA, but now it's official, and this isn't a trade for me. I will follow TSLA as low as it goes to build out a position because, for the first time, I think TSLA has the potential to become the largest company in the S&P 500 (SP500) by 2030.Please keep in mind that I do think TSLA will decline further, and no matter how low TSLA goes, it won't impact me, so don't purchase TSLA just because I am starting to build a position.Seeking AlphaFollowing up on my last several articles about TeslaI started out being very bearish on TSLA because of the valuation and the fact that 100% of their gross profit was being generated from the automobile business. I didn't feel that it was fair for TSLA to have a larger valuation than tech companies such as Meta Platforms (META), producing tens of billions in additional profits. As shares declined, I became neutral on TSLA as the valuation became more reasonable, and the other lines of business started contributing to the bottom line I discussed in my most recent article.While I am still not sold on some aspects of the bull thesis, there are four aspects that have made me turn bullish on TSLA as a long-term position. I fully expect shares to continue selling off, but I can't predict bottoms, so I will be building a position throughout this downturn. In this article, I will discuss why I am now bullish on TSLA as a long-term opportunity. Just to clarify, when I say long term, I am looking forward to 5-10 years.Seeking AlphaRisks to my investment thesisI want to address the risks first, as there are many risks to my investment thesis. For my investment thesis to materialize, CEO Elon Musk and the team at TSLA need to execute flawlessly. Today, TSLA is still a car company, as the automotive segment accounted for 85.17% of TSLA's 2023 revenue and 90.77% of TSLA's 2023 gross profit. TSLA's margins have been under pressure due to several price reductions throughout 2023, which caused the automotive segment to operate at an 18.85% gross profit margin in Q4 compared to 25.92% in Q1 2023.If TSLA continues to squeeze margins to play the volume game, they risk generating less profitability when they are still expanding their manufacturing footprint. On the earnings call, Mr. Taneja stated that TSLA's volume growth will be lower in 2024 if margins are squeezed further with less forward vehicle sale growth; this could cause TSLA to miss EPS estimates.TeslaThe next risk is breaking into the sub $25,000 market with TSLA's next-generation vehicle. TSLA still sells premium vehicles, and while prices have declined and less expensive models have been introduced, they are still expensive for the average household. If TSLA has issues bringing a sub $25,000 vehicle to market, they will be missing out on a tremendous segment of the auto industry, which could impact their future growth.TSLA is also a victim of macroeconomic factors that are outside of their control. Elon said it on the conference call himself, indicating that if rates don't decline quickly in 2024, it could impact not just margins but the ability of Americans to purchase TSLA vehicles. There is demand for the products, but if the payment doesn't fit into the monthly budget, it is a deterrent because the ability to afford a TSLA isn't there. Rates play a substantial role in the monthly payment, and if rates stay higher for longer, it could impact TSLA's top and bottom-line growth prospects.I know TSLA bulls don't want to hear this, but not every person wants to drive an EV, and not every person wants to drive a TSLA. I am a perfect example, as my wife and I purchased a new vehicle in the spring of 2023, and it wasn't an EV or a TSLA. For better or worse, CEO Musk is a polarizing figure, and some of his comments on X could cause people to purchase a competitor's vehicle out of spite.The other risks are that much of the future bull case, especially the points presented in Ark Invest's research, may not soon materialize. Full Self-Driving (FSD) may not be monetizable in 2024, and even if a full working version is ready to be deployed, you will need government regulation to be passed to utilize it fully. In my opinion, until it becomes legalized, it's not ready for mass-market consumers. I think something many bulls forget is that even if FSD is optimized, it could be years until you can actually turn it on and take a nap. The Robotaxi premise is also further away than many expect, in my opinion. The first hurdle is regulations being passed for FSD; then the 2nd hurdle is people actually opting in. Don't forget federal legislation is just one aspect, as individual states could pass specific laws that prohibit FSD in certain jurisdictions.The final risk to my investment thesis is the valuation. From a numbers perspective, TSLA is expensive compared to the rest of the Magnificent Seven. TSLA generates the least cash from operations out of the Magnificent Seven and the least free cash flow (FCF). TSLA also trades at the largest price to FCF valuation, and the gap could expand after the rest of the group reports earnings over the next two weeks. From a valuation perspective, TSLA has a lot of risk.Steven Fiorillo, Seeking AlphaIf there are so many risks to my investment thesis then why am I bullish and building a position?I know that so far, I still sound like a permabear, but quite frankly, the risks are real. I know that I can't time the bottom, and I know that there are many risks that could cause shares of TSLA to decline further before shareholders see better days. I prefer to go into every investment with my eyes wide open, and right now, the opportunity cost outweighs the investment thesis risks for me. I won't lose sleep if my investment declines in value because I want to buy additional shares at lower prices.The three largest companies in the S&P are Apple (AAPL), Microsoft (MSFT), and Alphabet (GOOGL). For TSLA to overtake GOOGL as the third largest company, its market cap would need to increase by $1.34 billion or by 233.84%. GOOGL has generated $297.13 billion in revenue, $166.76 billion in gross profit, and $66.73 billion in net income over the trailing twelve months (TTM) compared to TSLA, generating $96.77 billion in revenue, $17.66 billion in gross profit, and $15 billion in net income for their 2023 fiscal year. In my opinion, TSLA would need to generate around GOOGL's current levels of profitability to be valued in the $2 trillion neighborhood. I think TSLA can get there and surpass these numbers, but it's not going to be overnight, and it could take 5-10 years to accomplish this.My bull case revolves around four aspects, Optimus Bot, FSD, Ride hailing, and the sub $25,000 vehicle. Starting with Optimus, there are roughly 142 million homes in the United States, 84.37 million white-collar jobs, and 63.6 million blue-collar jobs. I agree with Elon that the Bot could be the biggest product and larger than the car business at TSLA. Over the next decade, I believe that the Bot will be able to replace a significant number of blue- and white-collar jobs, and it will be a race to purchase them.I'll use FedEx (FDX) and United Parcel Service (UPS) as examples. By implementing the Bot for loading and unloading trucks and trailers at the warehouse, they can mitigate workman's comp claims, which could correlate to lowered insurance premiums in the future. They would also need less staff and lower their payroll expenses. Depending on how long Optimus can run, it could replace 2 shifts per day, maybe more depending on charging or how it replenishes energy. Now, extrapolate this to Amazon (AMZN), Walmart (WMT), Target (TGT) and every other company. Outside of manual labor tasks, artificial intelligence could get to a place where it replaces white-collar jobs over the next decade.When you combine AI with the Bot, the Bot could potentially work a back-office service position for 16+ hours per day. Outside of work, there is a commercial use in the household. Humans love efficiency and reducing the amount of time spent on remedial tasks. I believe that if the Bot can do laundry, clean the kitchen and bathroom, and cut the lawn, it will see mass adoption. It won't occur tomorrow, but for $350 per month, I could see penetration into the household market occurring.I don't believe that the Bot will be a one-time purchase, and there will be a monthly recurring charge when the Bot is hooked into the TSLA network, and it is constantly updating and learning from each task that every other Bot is performing. If the Bot is $22,000 and the learning plan is $39.99 per month, at a 10% penetration rate across white-collar jobs, blue-collar jobs, and households, the Bot would generate $638.75 billion in sales and $1.16 billion in monthly reoccurring revenue. Eventually, I could see a 10% penetration occurring and maybe a higher percentage. If TSLA can get a 17% penetration, they will generate over $1 trillion in Bot sales and $1.97 billion in monthly reoccurring revenue at $39.99 per month. If they achieve between 10-17% penetration across these markets, they could generate between $13.93 billion and $23.69 billion in annual revenue from a learning plan.Keep in mind that this is just looking at the U.S. and that this can be extrapolated with as the Bot is introduced to other markets, such as Mexico, China, and India. The possibilities are limitless, and I do think that the Bot business will be bigger than the automobile business in the future.Steven FiorilloThe next business segments I am bullish on are FSD, the $25k car, and ride-hailing. In 2023, there were roughly 1.19 million EVs sold in the U.S. I am looking at FSD as a direct-to-consumer play through TSLA direct, and a licensing play. TSLA can be the brain powering its competitors' vehicles, making them significantly more valuable. It's inevitable that we get to a point where autonomous driving is a reality. If TSLA could work out a licensing agreement with Volkswagen (OTCPK:VWAGY) (OTCPK:VLKAF) (OTCPK:VWAPY), Ford (F), and General Motors (GM), it could mean billions or tens of billions in reoccurring revenue on an annual basis. TSLA is further ahead of everyone else, so it would make sense for these companies to work out a licensing agreement for any EV that wants to opt into the TSLA FSD network. I think as FSD matures and actually comes to market, we will see more talk about this.As far as the Robotaxis, I don't agree that the true value will be from individuals opting into a Robotaxi network while they aren't using their vehicle. I have always said the two things that will get me to purchase a TSLA are when I can either charge it in 2 minutes or take a nap while it drives me around. What I will not be doing is allowing anyone else to ride around in my TSLA, and I bet there are others who feel the same way.I think that the $25k car has two purposes. The first is to break into the mass consumer market and break away from being a luxury brand. The second is for TSLA to build a full Robotaxi fleet and rival Uber Technologies (UBER). UBER generated $35.95 billion in revenue and $11.65 billion in gross profit in the TTM. I think that TSLA will repurpose some of its engineering team to build a ridesharing network to rival Uber. They already have the in-house team to build it with the FSD network, so there will not be added expenses. The other aspect is that TSLA can set aside a percentage of their produced sub $25k vehicles for this business at cost.Seeking AlphaCurrently, there are 31 analysts expecting $4.75 of EPS in 2025, and 12 analysts expecting $5.65 of EPS in 2026. TSLA is trading at 43.77 times 2025 earnings and 36.81 times 2026 earnings. There are 3 analysts calling for 10.41 of EPS in 2030, which places TSLA at 19.97 times 2030 earnings. In the next 7 years, there could be so many advances from FSD to the Bot that $10.41 of EPS may be drastically low. There are also other catalysts, including the charging network and energy business, but to be honest, I am less convinced that these will be as big as the other areas I outlined.Conclusion and why I am buying the dipThis is the first time I have truly seen TSLA as more than an automotive company. Right now, I am not excited about the energy business as it only accounts for 5.88% of TSLA's 2023 gross profit. TSLA has demonstrated that it can scale its manufacturing capacity at an extraordinary pace while substantially increasing its throughput. The narrative isn't great in the current environment, and shares of TSLA could easily be retraced to the $ 150s or lower. I can't predict bottoms, so I am building out a position as shares fall. This is a stock that I now want to hold for the long term because, over the next decade, I believe the combination of its automotive business, the Bit, FSD, and a ride-hailing company could make it the most valuable company in the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":368885249478912,"gmtCreate":1731101419549,"gmtModify":1731101424058,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Next target $15 then $20.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Next target $15 then $20.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Next target $15 then $20.","images":[{"img":"https://community-static.tradeup.com/news/54f07c6092f78d7eb11c4ed1e6b4db39","width":"871","height":"1347"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":102,"commentSize":6,"repostSize":782,"link":"https://ttm.financial/post/368885249478912","isVote":1,"tweetType":1,"viewCount":14276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"content":"Not saying it will go up in a straight line. Risk management still required and in case of blackswans which can happen. I use VIX options to mitigate some risks for such a scenario.","text":"Not saying it will go up in a straight line. Risk management still required and in case of blackswans which can happen. I use VIX options to mitigate some risks for such a scenario.","html":"Not saying it will go up in a straight line. Risk management still required and in case of blackswans which can happen. I use VIX options to mitigate some risks for such a scenario."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366376853065760,"gmtCreate":1730491178063,"gmtModify":1730491183351,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> 57TH swap station in 🇩🇪.&nbsp;Great to see NIO&nbsp;scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> 57TH swap station in 🇩🇪.&nbsp;Great to see NIO&nbsp;scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard","text":"$NIO Inc.(NIO)$ 57TH swap station in 🇩🇪. Great to see NIO scaling out of swap stations outside China. Would be a game changer in the future after reaching tipping point with more China EVs having compatible battery swapping just like how Tesla NACS became the charging standard","images":[{"img":"https://community-static.tradeup.com/news/91b1f3caedf0e5739e2ef22ff60ec19f","width":"690","height":"1227"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":156,"commentSize":0,"repostSize":240,"link":"https://ttm.financial/post/366376853065760","isVote":1,"tweetType":1,"viewCount":4735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368157744054600,"gmtCreate":1730922829079,"gmtModify":1730976542546,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above&nbsp;calls expiring this Friday.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above&nbsp;calls expiring this Friday.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Hold strong above 12. Don't let the shorts win. They will do their best to kill the $12 and above calls expiring this Friday.","images":[{"img":"https://community-static.tradeup.com/news/85a16ea8a97b25dcdc2e59a6a56e1630","width":"1080","height":"2266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":3,"repostSize":35,"link":"https://ttm.financial/post/368157744054600","isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"content":"What does that mean? Have resistance at $12?","text":"What does that mean? Have resistance at $12?","html":"What does that mean? Have resistance at $12?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369587737268288,"gmtCreate":1731269065250,"gmtModify":1731489042619,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> will enter S&amp;P500 when stock price exceeds&nbsp;$18. It has met other major pre-requisites.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> will enter S&amp;P500 when stock price exceeds&nbsp;$18. It has met other major pre-requisites.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ will enter S&P500 when stock price exceeds $18. It has met other major pre-requisites.","images":[{"img":"https://community-static.tradeup.com/news/d34ec243d150ba5929a15ff8b6d8b0e8","width":"210","height":"162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":3,"link":"https://ttm.financial/post/369587737268288","isVote":2,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3576,"gmtBegin":1731269065249,"gmtEnd":1731873809381,"type":1,"upper":1,"title":"Do you think it will make it in 2024?","choices":[{"id":12874,"sort":1,"name":"YES","userSize":34,"voted":false},{"id":12875,"sort":2,"name":"NO","userSize":21,"voted":false}]},"comments":[{"author":{"id":"4174181632108162","authorId":"4174181632108162","name":"Emotional Investor","avatar":"https://community-static.tradeup.com/news/57ce43901504951c0ec8b4e69e083150","crmLevel":1,"crmLevelSwitch":0,"idStr":"4174181632108162","authorIdStr":"4174181632108162"},"content":"I am sure it will go to $14.50 ish, because it has to so that sofi can excise the calls on itself and pay back the $800 million loan making the brokers that wrote the covered call rich, and keep the institutions that lent the money very happy too. $18 buck next year yup but not this year","text":"I am sure it will go to $14.50 ish, because it has to so that sofi can excise the calls on itself and pay back the $800 million loan making the brokers that wrote the covered call rich, and keep the institutions that lent the money very happy too. $18 buck next year yup but not this year","html":"I am sure it will go to $14.50 ish, because it has to so that sofi can excise the calls on itself and pay back the $800 million loan making the brokers that wrote the covered call rich, and keep the institutions that lent the money very happy too. $18 buck next year yup but not this year"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":367839132291248,"gmtCreate":1730822228720,"gmtModify":1730884139734,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a>&nbsp;[Cool]&nbsp; Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a>&nbsp;[Cool]&nbsp; Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700","text":"$NIO Inc.(NIO)$ [Cool] Increase profitability and Onvo increase in Production Okt 28 - Nov 3 $NIO - 4.400 #ONVO - 1.300 Total - 5.700","images":[{"img":"https://community-static.tradeup.com/news/4bd07007c1ea1df4c76f86bc01acc76a","width":"1125","height":"632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/367839132291248","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010975","authorId":"10000000000010975","name":"gogoooCn","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010975","authorIdStr":"10000000000010975"},"content":"Chinese EVs may face difficulties with Trump’s election. I’m still holding tho","text":"Chinese EVs may face difficulties with Trump’s election. I’m still holding tho","html":"Chinese EVs may face difficulties with Trump’s election. I’m still holding tho"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370339882828024,"gmtCreate":1731443232883,"gmtModify":1731447346835,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>&nbsp; which broker is a better deal and why?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>&nbsp; which broker is a better deal and why?&nbsp;","text":"$Tiger Brokers(TIGR)$ $Futu Holdings Limited(FUTU)$ which broker is a better deal and why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370339882828024","isVote":2,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3584,"gmtBegin":1731443232863,"gmtEnd":1731495577000,"type":1,"upper":1,"title":"Which is a better deal?","choices":[{"id":12896,"sort":1,"name":"FUTU MooMoo","userSize":19,"voted":false},{"id":12897,"sort":2,"name":"Tiger","userSize":24,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356607317639312,"gmtCreate":1728071891286,"gmtModify":1728071896091,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$ </a> When does this fly?&nbsp;[Drowsy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$ </a> When does this fly?&nbsp;[Drowsy]&nbsp;&nbsp;","text":"$Lemonade, Inc.(LMND)$ When does this fly? [Drowsy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356607317639312","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368880496607424,"gmtCreate":1731100257228,"gmtModify":1731100261574,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Impressive team! Well done.. Wonder how are all the shorts doing?&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Impressive team! Well done.. Wonder how are all the shorts doing?&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Impressive team! Well done.. Wonder how are all the shorts doing?","images":[{"img":"https://community-static.tradeup.com/news/bdb03c47e8d8a67de66cb64db0607224","width":"1080","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/368880496607424","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368496188145728,"gmtCreate":1731002573764,"gmtModify":1731002578455,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> FOMC MEETING SOON... ANOTHER&nbsp;RATE CUT WILL SEND SOFI ✈️","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> FOMC MEETING SOON... ANOTHER&nbsp;RATE CUT WILL SEND SOFI ✈️","text":"$SoFi Technologies Inc.(SOFI)$ FOMC MEETING SOON... ANOTHER RATE CUT WILL SEND SOFI ✈️","images":[{"img":"https://community-static.tradeup.com/news/ee73602b70b1a48f9ba9a2cee88e52af","width":"1860","height":"1239"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/368496188145728","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363049785659416,"gmtCreate":1729671031557,"gmtModify":1729671036104,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> Golden Cross Bullish!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> Golden Cross Bullish!!&nbsp;","text":"$NIO Inc.(NIO)$ Golden Cross Bullish!!","images":[{"img":"https://community-static.tradeup.com/news/ce447a34887a83ed7c402070b1d5f03d","width":"1080","height":"2266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363049785659416","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368842648027352,"gmtCreate":1731087163008,"gmtModify":1731087322504,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work","text":"$NIO Inc.(NIO)$ HODL NIO will win. Remember https://hbr.org/2024/05/how-one-chinese-ev-company-made-battery-swapping-work","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368842648027352","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366530646737024,"gmtCreate":1730493331778,"gmtModify":1730493335857,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ </a> Innovation continues. Assets transfer growth incredible, monetization growth&nbsp;will come eventually!&nbsp;","listText":"<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ </a> Innovation continues. Assets transfer growth incredible, monetization growth&nbsp;will come eventually!&nbsp;","text":"$Robinhood(HOOD)$ Innovation continues. Assets transfer growth incredible, monetization growth will come eventually!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366530646737024","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288524761051312,"gmtCreate":1711473261804,"gmtModify":1711473348661,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?&nbsp;","text":"$Tesla Motors(TSLA)$ turns on FSD Beta for all North American cars for 1 month free trial! Is this Tesla's chatgpt moment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288524761051312","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365310307614840,"gmtCreate":1730230692758,"gmtModify":1730230698102,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Bullish Doji Star. Let's keep it&nbsp;above 10.50 and rip back up after analysts&nbsp;re-rate the stock higher.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> Bullish Doji Star. Let's keep it&nbsp;above 10.50 and rip back up after analysts&nbsp;re-rate the stock higher.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Bullish Doji Star. Let's keep it above 10.50 and rip back up after analysts re-rate the stock higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365310307614840","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370053764788304,"gmtCreate":1731367671083,"gmtModify":1731382419721,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<v-v data-views=\"1\"></v-v> Great to see the&nbsp;good progress the company is making towards profitability.&nbsp; Consistent and&nbsp;predictable results and strong leadership will get us there! Rooting for you Grab and Anthony!&nbsp; Make us proud!&nbsp;","listText":"<v-v data-views=\"1\"></v-v> Great to see the&nbsp;good progress the company is making towards profitability.&nbsp; Consistent and&nbsp;predictable results and strong leadership will get us there! Rooting for you Grab and Anthony!&nbsp; Make us proud!&nbsp;","text":"Great to see the good progress the company is making towards profitability. Consistent and predictable results and strong leadership will get us there! Rooting for you Grab and Anthony! Make us proud!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370053764788304","repostId":"2482762216","repostType":2,"repost":{"id":"2482762216","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1731364893,"share":"https://ttm.financial/m/news/2482762216?lang=&edition=fundamental","pubTime":"2024-11-12 06:41","market":"us","language":"en","title":"Grab Shares Surge over 13% After Raising Annual Revenue Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2482762216","media":"Reuters","summary":" - Singapore's $Grab Holdings$ raised its forecast for fiscal 2024 revenue on Monday, as it anticipates robust growth in its food delivery and ride-hailing businesses.U.S.-listed shares of the company rose over 13% in extended trading.The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.Its mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers incre","content":"<html><head></head><body><p>Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings </a> raised its forecast for fiscal 2024 revenue on Monday, as the Southeast Asian tech firm anticipates robust growth in its food delivery and ride-hailing businesses during the busy holiday season.</p><p>U.S.-listed shares of the company jumped more than 13% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b434309807a53320a954a7bbef6a47\" title=\"\" tg-width=\"780\" tg-height=\"621\"/></p><p>Grab&#39;s mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers increase their discretionary spending budgets in a sign of economic easing.</p><p>&#34;We remain bullish on the long-term growth outlook of Southeast Asia, and are firing on all cylinders to capture the strong user demand trends,&#34; Grab CEO Anthony Tan said.</p><p>The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.</p><p>Grab has been attempting to introduce cheaper options for its ride-hailing services to woo price-wary customers. On the other hand, the firm has been trying to promote its premium offerings as well to boost its earnings.</p><p>The margins for the more premium rides are 1.2 times higher than the standard rides offered by the company, CFO Peter Oey told Reuters.</p><p>Grab reported third-quarter revenue of $716 million, exceeding Visible Alpha estimates of $700.8 million.</p><p>Oey said transactions made by customers were up 22% in the third quarter and subscribers of the company&#39;s services spend four times that of non-subscribers.</p><p>The firm also raised its annual core profit forecast to between $308 million and $313 million, from $250 million and $270 million.</p><p>Revenue in the deliveries segment increased 16% to $380 million, surpassing estimates of $374.2 million.</p><p>The company left its annual adjusted free cash flow forecast unchanged and beat estimates in its financial segment.</p><p>On an adjusted basis, the company earned 1 cent per share, compared with estimates of a break-even quarter, as per data compiled by LSEG.</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>Grab Shares Surge over 13% After Raising Annual Revenue Forecast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Shares Surge over 13% After Raising Annual Revenue Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-12 06:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings </a> raised its forecast for fiscal 2024 revenue on Monday, as the Southeast Asian tech firm anticipates robust growth in its food delivery and ride-hailing businesses during the busy holiday season.</p><p>U.S.-listed shares of the company jumped more than 13% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b434309807a53320a954a7bbef6a47\" title=\"\" tg-width=\"780\" tg-height=\"621\"/></p><p>Grab&#39;s mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers increase their discretionary spending budgets in a sign of economic easing.</p><p>&#34;We remain bullish on the long-term growth outlook of Southeast Asia, and are firing on all cylinders to capture the strong user demand trends,&#34; Grab CEO Anthony Tan said.</p><p>The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.</p><p>Grab has been attempting to introduce cheaper options for its ride-hailing services to woo price-wary customers. On the other hand, the firm has been trying to promote its premium offerings as well to boost its earnings.</p><p>The margins for the more premium rides are 1.2 times higher than the standard rides offered by the company, CFO Peter Oey told Reuters.</p><p>Grab reported third-quarter revenue of $716 million, exceeding Visible Alpha estimates of $700.8 million.</p><p>Oey said transactions made by customers were up 22% in the third quarter and subscribers of the company&#39;s services spend four times that of non-subscribers.</p><p>The firm also raised its annual core profit forecast to between $308 million and $313 million, from $250 million and $270 million.</p><p>Revenue in the deliveries segment increased 16% to $380 million, surpassing estimates of $374.2 million.</p><p>The company left its annual adjusted free cash flow forecast unchanged and beat estimates in its financial segment.</p><p>On an adjusted basis, the company earned 1 cent per share, compared with estimates of a break-even quarter, as per data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482762216","content_text":"Singapore's Grab Holdings  raised its forecast for fiscal 2024 revenue on Monday, as the Southeast Asian tech firm anticipates robust growth in its food delivery and ride-hailing businesses during the busy holiday season.U.S.-listed shares of the company jumped more than 13% in extended trading.Grab's mainstay food delivery business has been recovering from a post-pandemic slump in demand as consumers increase their discretionary spending budgets in a sign of economic easing.\"We remain bullish on the long-term growth outlook of Southeast Asia, and are firing on all cylinders to capture the strong user demand trends,\" Grab CEO Anthony Tan said.The company expects revenue in the range of $2.76 billion to $2.78 billion, compared with its prior projection of between $2.70 billion and $2.75 billion.Grab has been attempting to introduce cheaper options for its ride-hailing services to woo price-wary customers. On the other hand, the firm has been trying to promote its premium offerings as well to boost its earnings.The margins for the more premium rides are 1.2 times higher than the standard rides offered by the company, CFO Peter Oey told Reuters.Grab reported third-quarter revenue of $716 million, exceeding Visible Alpha estimates of $700.8 million.Oey said transactions made by customers were up 22% in the third quarter and subscribers of the company's services spend four times that of non-subscribers.The firm also raised its annual core profit forecast to between $308 million and $313 million, from $250 million and $270 million.Revenue in the deliveries segment increased 16% to $380 million, surpassing estimates of $374.2 million.The company left its annual adjusted free cash flow forecast unchanged and beat estimates in its financial segment.On an adjusted basis, the company earned 1 cent per share, compared with estimates of a break-even quarter, as per data compiled by LSEG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368477363134816,"gmtCreate":1731001842838,"gmtModify":1731001846813,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"Think they may have booked revenue before complete delivery possibly due to Blackwell delays.&nbsp;","listText":"Think they may have booked revenue before complete delivery possibly due to Blackwell delays.&nbsp;","text":"Think they may have booked revenue before complete delivery possibly due to Blackwell delays.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368477363134816","repostId":"2481494981","repostType":2,"repost":{"id":"2481494981","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730982658,"share":"https://ttm.financial/m/news/2481494981?lang=&edition=fundamental","pubTime":"2024-11-07 20:30","market":"sh","language":"en","title":"Super Micro Is Coming Up Too Short","url":"https://stock-news.laohu8.com/highlight/detail?id=2481494981","media":"Dow Jones","summary":"Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia's latest chips. Unfortunately, investors can no longer afford to take the company at its word.The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited \"business update\" Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company's prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst & Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was \"unwilling to be associated with the financial statements prepared by management\" in its resignation letter, according to a filing by Super Micro.","content":"<html><head></head><body><p>Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia&#39;s latest chips. Unfortunately, investors can no longer afford to take the company at its word.</p><p>The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited &#34;business update&#34; Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company&#39;s prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst &amp; Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was &#34;unwilling to be associated with the financial statements prepared by management&#34; in its resignation letter, according to a filing by Super Micro.</p><p>That filing alone took nearly 33% off Super Micro&#39;s stock price, which was already down 59% from its peak in March. The latest update came out on election night, which didn&#39;t stop investors from voting with their feet again. Super Micro&#39;s stock slid more than 21% in early trading Wednesday, putting the share price below its level from a year ago -- before AI hype more than quadrupled its value.</p><p>Such a plunge suggests Super Micro may be a cheap AI play again. But while its current multiple of less than seven times forward earnings is indeed now at a discount to main rivals such as Dell and Hewlett Packard Enterprise, Super Micro is no bargain. The company has been under a cloud since famed short-selling firm Hindenburg Research issued a report in late August claiming &#34;glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export-control failures, and customer issues.&#34;</p><p>Super Micro declined to comment on the report at the time, but the next day announced it was delaying its annual 10-K filing, saying it needed time to &#34;complete its assessment of the design and operating effectiveness of its internal controls over financial reporting.&#34; That 10-K still hasn&#39;t been filed, and the recent loss of its auditor suggests it likely isn&#39;t coming soon. Super Micro said Tuesday it is working &#34;diligently&#34; on the matter, but the company that was just added to the S&amp;P 500 in March now stands in danger of being delisted from the Nasdaq.</p><p>And what of Super Micro&#39;s actual business? Demand for AI components remains hot. The biggest tech companies made clear last week that they are still spending a boatload -- and planning to spend boatloads more -- on that very technology.</p><p>But while even $5.9 billion in revenue for the September quarter is more than double what Super Micro managed in the same period last year, it would also be the first time the company has missed the low end of its guidance range in at least five years, according to FactSet data.</p><p>The company also projected a revenue range of $5.5 billion to $6.1 billion for the current quarter, the midpoint of which is more than a billion shy of what Wall Street was expecting. In a conference call Tuesday, Super Micro Chief Executive Charles Liang blamed most of the shortfall on customers waiting on availability of Nvidia&#39;s new Blackwell chip. But he conceded that the 10-K delay that has threatened the company&#39;s Nasdaq listing &#34;may impact a little bit.&#34;</p><p>Wall Street is rightly skeptical. Vijay Rakesh of Mizuho suspended his rating on the company on Wednesday, citing &#34;lack of clarity on financials&#34; in his report. Samik Chatterjee of JP Morgan cut the shares to underperform, citing &#34;more uncertainty around both the regulatory filings as well as business fundamentals.&#34;</p><p>In a note ahead of Tuesday&#39;s update, Mehdi Hosseini of Susquehanna said there is &#34;minimal trust in the company&#39;s reported financials and guidance.&#34; Following the update, he also took his price target on the stock to $15 a share -- 46% below its last close -- calling it a &#34;trough valuation&#34; in line with the last time it was delisted from the Nasdaq in 2018. That Super Micro has been down this road before probably shouldn&#39;t be comforting.</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>Super Micro Is Coming Up Too Short</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\">\nSuper Micro Is Coming Up Too Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-07 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia&#39;s latest chips. Unfortunately, investors can no longer afford to take the company at its word.</p><p>The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited &#34;business update&#34; Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company&#39;s prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst &amp; Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was &#34;unwilling to be associated with the financial statements prepared by management&#34; in its resignation letter, according to a filing by Super Micro.</p><p>That filing alone took nearly 33% off Super Micro&#39;s stock price, which was already down 59% from its peak in March. The latest update came out on election night, which didn&#39;t stop investors from voting with their feet again. Super Micro&#39;s stock slid more than 21% in early trading Wednesday, putting the share price below its level from a year ago -- before AI hype more than quadrupled its value.</p><p>Such a plunge suggests Super Micro may be a cheap AI play again. But while its current multiple of less than seven times forward earnings is indeed now at a discount to main rivals such as Dell and Hewlett Packard Enterprise, Super Micro is no bargain. The company has been under a cloud since famed short-selling firm Hindenburg Research issued a report in late August claiming &#34;glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export-control failures, and customer issues.&#34;</p><p>Super Micro declined to comment on the report at the time, but the next day announced it was delaying its annual 10-K filing, saying it needed time to &#34;complete its assessment of the design and operating effectiveness of its internal controls over financial reporting.&#34; That 10-K still hasn&#39;t been filed, and the recent loss of its auditor suggests it likely isn&#39;t coming soon. Super Micro said Tuesday it is working &#34;diligently&#34; on the matter, but the company that was just added to the S&amp;P 500 in March now stands in danger of being delisted from the Nasdaq.</p><p>And what of Super Micro&#39;s actual business? Demand for AI components remains hot. The biggest tech companies made clear last week that they are still spending a boatload -- and planning to spend boatloads more -- on that very technology.</p><p>But while even $5.9 billion in revenue for the September quarter is more than double what Super Micro managed in the same period last year, it would also be the first time the company has missed the low end of its guidance range in at least five years, according to FactSet data.</p><p>The company also projected a revenue range of $5.5 billion to $6.1 billion for the current quarter, the midpoint of which is more than a billion shy of what Wall Street was expecting. In a conference call Tuesday, Super Micro Chief Executive Charles Liang blamed most of the shortfall on customers waiting on availability of Nvidia&#39;s new Blackwell chip. But he conceded that the 10-K delay that has threatened the company&#39;s Nasdaq listing &#34;may impact a little bit.&#34;</p><p>Wall Street is rightly skeptical. Vijay Rakesh of Mizuho suspended his rating on the company on Wednesday, citing &#34;lack of clarity on financials&#34; in his report. Samik Chatterjee of JP Morgan cut the shares to underperform, citing &#34;more uncertainty around both the regulatory filings as well as business fundamentals.&#34;</p><p>In a note ahead of Tuesday&#39;s update, Mehdi Hosseini of Susquehanna said there is &#34;minimal trust in the company&#39;s reported financials and guidance.&#34; Following the update, he also took his price target on the stock to $15 a share -- 46% below its last close -- calling it a &#34;trough valuation&#34; in line with the last time it was delisted from the Nasdaq in 2018. That Super Micro has been down this road before probably shouldn&#39;t be comforting.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVDA":"英伟达","BK4588":"碎股","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481494981","content_text":"Super Micro Computer says it would be selling a lot more servers -- if only it had Nvidia's latest chips. Unfortunately, investors can no longer afford to take the company at its word.The specialized server maker that began the year as one of the hottest names in artificial intelligence has now become too cold to touch. In an unaudited \"business update\" Tuesday afternoon, Super Micro reported preliminary revenue between $5.9 billion to $6 billion for its fiscal first quarter ended September, which was below the company's prior forecast range of $6 billion to $7 billion. The numbers are preliminary because Super Micro has no auditor after Ernst & Young bailed last week in one of the more colorful exits in memory. The Big Four accounting firm said it was \"unwilling to be associated with the financial statements prepared by management\" in its resignation letter, according to a filing by Super Micro.That filing alone took nearly 33% off Super Micro's stock price, which was already down 59% from its peak in March. The latest update came out on election night, which didn't stop investors from voting with their feet again. Super Micro's stock slid more than 21% in early trading Wednesday, putting the share price below its level from a year ago -- before AI hype more than quadrupled its value.Such a plunge suggests Super Micro may be a cheap AI play again. But while its current multiple of less than seven times forward earnings is indeed now at a discount to main rivals such as Dell and Hewlett Packard Enterprise, Super Micro is no bargain. The company has been under a cloud since famed short-selling firm Hindenburg Research issued a report in late August claiming \"glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export-control failures, and customer issues.\"Super Micro declined to comment on the report at the time, but the next day announced it was delaying its annual 10-K filing, saying it needed time to \"complete its assessment of the design and operating effectiveness of its internal controls over financial reporting.\" That 10-K still hasn't been filed, and the recent loss of its auditor suggests it likely isn't coming soon. Super Micro said Tuesday it is working \"diligently\" on the matter, but the company that was just added to the S&P 500 in March now stands in danger of being delisted from the Nasdaq.And what of Super Micro's actual business? Demand for AI components remains hot. The biggest tech companies made clear last week that they are still spending a boatload -- and planning to spend boatloads more -- on that very technology.But while even $5.9 billion in revenue for the September quarter is more than double what Super Micro managed in the same period last year, it would also be the first time the company has missed the low end of its guidance range in at least five years, according to FactSet data.The company also projected a revenue range of $5.5 billion to $6.1 billion for the current quarter, the midpoint of which is more than a billion shy of what Wall Street was expecting. In a conference call Tuesday, Super Micro Chief Executive Charles Liang blamed most of the shortfall on customers waiting on availability of Nvidia's new Blackwell chip. But he conceded that the 10-K delay that has threatened the company's Nasdaq listing \"may impact a little bit.\"Wall Street is rightly skeptical. Vijay Rakesh of Mizuho suspended his rating on the company on Wednesday, citing \"lack of clarity on financials\" in his report. Samik Chatterjee of JP Morgan cut the shares to underperform, citing \"more uncertainty around both the regulatory filings as well as business fundamentals.\"In a note ahead of Tuesday's update, Mehdi Hosseini of Susquehanna said there is \"minimal trust in the company's reported financials and guidance.\" Following the update, he also took his price target on the stock to $15 a share -- 46% below its last close -- calling it a \"trough valuation\" in line with the last time it was delisted from the Nasdaq in 2018. That Super Micro has been down this road before probably shouldn't be comforting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333455152541952,"gmtCreate":1722454965142,"gmtModify":1722454970197,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> 7.50 8.0 are&nbsp;tough resistance&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> 7.50 8.0 are&nbsp;tough resistance&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ 7.50 8.0 are tough resistance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333455152541952","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269085359046712,"gmtCreate":1706729181829,"gmtModify":1706736685480,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> is SOLID BUT $NYCB is causing FUD","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> is SOLID BUT $NYCB is causing FUD","text":"$SoFi Technologies Inc.(SOFI)$ is SOLID BUT $NYCB is causing FUD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269085359046712","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267635089817736,"gmtCreate":1706371784329,"gmtModify":1706406735498,"author":{"id":"4126567133903372","authorId":"4126567133903372","name":"fyl","avatar":"https://community-static.tradeup.com/news/c35bbb9a729e2e6d130b4ac16bc96089","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126567133903372","authorIdStr":"4126567133903372"},"themes":[],"htmlText":"They just need to reduce fsd beta&nbsp;prices if they really wanted&nbsp; more fsd&nbsp;data for training","listText":"They just need to reduce fsd beta&nbsp;prices if they really wanted&nbsp; more fsd&nbsp;data for training","text":"They just need to reduce fsd beta prices if they really wanted more fsd data for training","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267635089817736","repostId":"2406795153","repostType":2,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}