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Trans

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02-24

Sticks to watch weekly

02-24

$SUPER MICRO COMPUTER INC(SMCI)$

02-22

Waasashhhhhh

Nvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues

02-20

$SUPER MICRO COMPUTER INC(SMCI)$

02-20

$SUPER MICRO COMPUTER INC(SMCI)$

02-20

$SUPER MICRO COMPUTER INC(SMCI)$

02-20

I'm still a begginer learner

02-20

I'm still a beginner learner

02-20

Great ariticle, would you like to share it?

@marketpre:$NVIDIA Corp(NVDA)$ My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.

02-20

$NVIDIA Corp(NVDA)$

02-20

$NVDA Custom 240223 840.0P/850.0P$

02-20

[Miser] hopefully we can get help plz I'm just a beginner

02-20

Awesome stocks to watch at the moment

02-20

Awesome way to try and give it a go

Nvidia’s Staying Power Is the $2 Trillion Question

02-20

Awesome

Nvidia’s Staying Power Is the $2 Trillion Question

02-20

Awesomeness

Nvidia’s Staying Power Is the $2 Trillion Question

02-20

$FTSE250 ETF(MIDD.UK)$

02-14

Awesome thanKu and great full

02-14

$SPY Custom 240213 494.0P/495.0P$

02-13

Tick TICK TICK BOOOM SUCKAS

Go to Tiger App to see more news

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to watch&nbsp; weekly&nbsp;","listText":"Sticks to watch&nbsp; weekly&nbsp;","text":"Sticks to watch weekly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277416761127072","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277337906212984,"gmtCreate":1708735636606,"gmtModify":1708735640069,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277337906212984","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276755572195568,"gmtCreate":1708593390816,"gmtModify":1708593394817,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Waasashhhhhh","listText":"Waasashhhhhh","text":"Waasashhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276755572195568","repostId":"1199722146","repostType":2,"repost":{"id":"1199722146","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":1708613742,"share":"https://ttm.financial/m/news/1199722146?lang=&edition=fundamental","pubTime":"2024-02-22 22:55","market":"us","language":"en","title":"Nvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1199722146","media":"Reuters","summary":"$Nvidia (NVDA)$ forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sen","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up more than 15% in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a2bbfe4a9d49c65b693ace93346e8a4\" tg-width=\"781\" tg-height=\"622\"/></p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>&#34;The market was poised to sell the news following Nvidia&#39;s earnings, given the sky-high expectations and deteriorating macro conditions,&#34; Investing.com analyst Thomas Monteiro said. &#34;However, once again, the company left no doubt that the AI boom is much more than just a stock market narrative, but rather, the most significant bet from corporations worldwide at this moment.&#34;</p><p>The late-day stock jump lifted the market capitalization of the Santa Clara, California, company by more than $129 billion, and pushed up the shares of other AI-related companies including chip designer Arm Holdings . Nvidia and other hardware suppliers linked to AI computing added $160 billion of combined stock market value.</p><p>Nvidia on Wednesday forecast first-quarter revenue growth of 233%, ahead of Wall Street expectations of 208% growth.</p><p>For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.</p><p>Some analysts raised questions about how long Nvidia will be able to sustain this pace of growth.</p><p>The company forecast revenue for the current quarter of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving. But CEO Jensen Huang told analysts on a post-earnings conference call that there was no way the company can &#34;reasonably&#34; keep up on demand in the short term as it ramps up production.</p><p>&#34;(The) biggest question on minds for growth is how supply-constrained they remain and what demand looks like over time,&#34; said Ben Bajarin, chief executive of consulting firm Creative Strategies.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla (TSLA.O), opens new tab, which averaged $22 billion per day over the same period.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia said in a filing on Wednesday it had received requests from antitrust regulators in France, the European Union, United Kingdom and China over its sale of GPUs and efforts to allocate supply. 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She said she had spoken with Nvidia&#39;s CEO, Huang, and that he was clear that Nvidia will work within the rules the Commerce Department establishes.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-22 22:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up more than 15% in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a2bbfe4a9d49c65b693ace93346e8a4\" tg-width=\"781\" tg-height=\"622\"/></p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>&#34;The market was poised to sell the news following Nvidia&#39;s earnings, given the sky-high expectations and deteriorating macro conditions,&#34; Investing.com analyst Thomas Monteiro said. &#34;However, once again, the company left no doubt that the AI boom is much more than just a stock market narrative, but rather, the most significant bet from corporations worldwide at this moment.&#34;</p><p>The late-day stock jump lifted the market capitalization of the Santa Clara, California, company by more than $129 billion, and pushed up the shares of other AI-related companies including chip designer Arm Holdings . Nvidia and other hardware suppliers linked to AI computing added $160 billion of combined stock market value.</p><p>Nvidia on Wednesday forecast first-quarter revenue growth of 233%, ahead of Wall Street expectations of 208% growth.</p><p>For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.</p><p>Some analysts raised questions about how long Nvidia will be able to sustain this pace of growth.</p><p>The company forecast revenue for the current quarter of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving. But CEO Jensen Huang told analysts on a post-earnings conference call that there was no way the company can &#34;reasonably&#34; keep up on demand in the short term as it ramps up production.</p><p>&#34;(The) biggest question on minds for growth is how supply-constrained they remain and what demand looks like over time,&#34; said Ben Bajarin, chief executive of consulting firm Creative Strategies.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla (TSLA.O), opens new tab, which averaged $22 billion per day over the same period.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia said in a filing on Wednesday it had received requests from antitrust regulators in France, the European Union, United Kingdom and China over its sale of GPUs and efforts to allocate supply. The company said it expects to receive additional requests from antitrust regulators in the future.</p><p>In December, U.S. Commerce secretary Gina Raimondo told Reuters that the Biden administration is in discussions with Nvidia about permissible sales of artificial intelligence-chips to China. She said she had spoken with Nvidia&#39;s CEO, Huang, and that he was clear that Nvidia will work within the rules the Commerce Department establishes.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199722146","content_text":"Nvidia  forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up more than 15% in morning trading on Thursday.The already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia's silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.\"The market was poised to sell the news following Nvidia's earnings, given the sky-high expectations and deteriorating macro conditions,\" Investing.com analyst Thomas Monteiro said. \"However, once again, the company left no doubt that the AI boom is much more than just a stock market narrative, but rather, the most significant bet from corporations worldwide at this moment.\"The late-day stock jump lifted the market capitalization of the Santa Clara, California, company by more than $129 billion, and pushed up the shares of other AI-related companies including chip designer Arm Holdings . Nvidia and other hardware suppliers linked to AI computing added $160 billion of combined stock market value.Nvidia on Wednesday forecast first-quarter revenue growth of 233%, ahead of Wall Street expectations of 208% growth.For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.Some analysts raised questions about how long Nvidia will be able to sustain this pace of growth.The company forecast revenue for the current quarter of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.The AI frontrunner's supply chains, which have been unable to match the soaring demand for Nvidia's chips, are also improving. But CEO Jensen Huang told analysts on a post-earnings conference call that there was no way the company can \"reasonably\" keep up on demand in the short term as it ramps up production.\"(The) biggest question on minds for growth is how supply-constrained they remain and what demand looks like over time,\" said Ben Bajarin, chief executive of consulting firm Creative Strategies.Analysts expect major supplier Taiwan Semiconductor Manufacturing Co's (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla (TSLA.O), opens new tab, which averaged $22 billion per day over the same period.The AI poster child's revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.Nvidia said in a filing on Wednesday it had received requests from antitrust regulators in France, the European Union, United Kingdom and China over its sale of GPUs and efforts to allocate supply. The company said it expects to receive additional requests from antitrust regulators in the future.In December, U.S. Commerce secretary Gina Raimondo told Reuters that the Biden administration is in discussions with Nvidia about permissible sales of artificial intelligence-chips to China. She said she had spoken with Nvidia's CEO, Huang, and that he was clear that Nvidia will work within the rules the Commerce Department establishes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275991377367048,"gmtCreate":1708419419757,"gmtModify":1708421409345,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","text":"$SUPER MICRO COMPUTER 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MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/3750aac8d8a9ab0abdc8a3c5318e9e9f","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275991167389704","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":275990326485240,"gmtCreate":1708419317620,"gmtModify":1708421408622,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"I'm still a begginer learner","listText":"I'm still a begginer learner","text":"I'm still a begginer learner","images":[{"img":"https://community-static.tradeup.com/news/89e82a479770769b85b659627255cdbb","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990326485240","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":275990644076808,"gmtCreate":1708419259636,"gmtModify":1708419264299,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"I'm still a beginner learner&nbsp;","listText":"I'm still a beginner learner&nbsp;","text":"I'm still a beginner learner","images":[{"img":"https://community-static.tradeup.com/news/ff435ce367ea938b6a0fc621a2cffe32","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990644076808","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":275990321520864,"gmtCreate":1708419180197,"gmtModify":1708419184144,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990321520864","repostId":"275968074285168","repostType":1,"repost":{"id":275968074285168,"gmtCreate":1708415938632,"gmtModify":1708415942094,"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"1\"></v-v>My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"1\"></v-v>My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.","text":"$NVIDIA Corp(NVDA)$ My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275968074285168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275990290636880,"gmtCreate":1708419168417,"gmtModify":1708419171159,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990290636880","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275948672876552,"gmtCreate":1708408993855,"gmtModify":1708408997816,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240223 840.0 PUT BUY 1 | NVDA 20240223 850.0 PUT BUY 1\">$NVDA Custom 240223 840.0P/850.0P$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240223 840.0 PUT BUY 1 | NVDA 20240223 850.0 PUT BUY 1\">$NVDA Custom 240223 840.0P/850.0P$</a>&nbsp;","text":"$NVDA Custom 240223 840.0P/850.0P$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275948672876552","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275947477762296,"gmtCreate":1708408856506,"gmtModify":1708408860565,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;hopefully we can get help plz I'm just a beginner&nbsp;","listText":"[Miser]&nbsp;&nbsp;hopefully we can get help plz I'm just a beginner&nbsp;","text":"[Miser] hopefully we can get help plz I'm just a beginner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275947477762296","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275947182092448,"gmtCreate":1708408644413,"gmtModify":1708408649011,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Awesome stocks to watch at the moment","listText":"Awesome stocks to watch at the moment","text":"Awesome stocks to watch at the moment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275947182092448","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275946161909824,"gmtCreate":1708408525424,"gmtModify":1708408530685,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Awesome way to try and give it a go","listText":"Awesome way to try and give it a go","text":"Awesome way to try and give it a go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275946161909824","repostId":"2412138247","repostType":4,"repost":{"id":"2412138247","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":1708401600,"share":"https://ttm.financial/m/news/2412138247?lang=&edition=fundamental","pubTime":"2024-02-20 12:00","market":"us","language":"en","title":"Nvidia’s Staying Power Is the $2 Trillion Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2412138247","media":"Dow Jones","summary":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft ","content":"<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Staying Power Is the $2 Trillion Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Staying Power Is the $2 Trillion Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-20 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4543":"AI","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4077":"互动媒体与服务","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4234":"特殊用途房地产信托","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412138247","content_text":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. “In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. The third-biggest tech stock has a big year ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275945417478432,"gmtCreate":1708408395269,"gmtModify":1708408399194,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275945417478432","repostId":"2412138247","repostType":4,"repost":{"id":"2412138247","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":1708401600,"share":"https://ttm.financial/m/news/2412138247?lang=&edition=fundamental","pubTime":"2024-02-20 12:00","market":"us","language":"en","title":"Nvidia’s Staying Power Is the $2 Trillion Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2412138247","media":"Dow Jones","summary":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft ","content":"<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Staying Power Is the $2 Trillion Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Staying Power Is the $2 Trillion Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-20 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4543":"AI","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4077":"互动媒体与服务","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4234":"特殊用途房地产信托","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412138247","content_text":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. “In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. The third-biggest tech stock has a big year ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275945370390816,"gmtCreate":1708408383772,"gmtModify":1708408387817,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Awesomeness&nbsp;","listText":"Awesomeness&nbsp;","text":"Awesomeness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275945370390816","repostId":"2412138247","repostType":4,"repost":{"id":"2412138247","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":1708401600,"share":"https://ttm.financial/m/news/2412138247?lang=&edition=fundamental","pubTime":"2024-02-20 12:00","market":"us","language":"en","title":"Nvidia’s Staying Power Is the $2 Trillion Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2412138247","media":"Dow Jones","summary":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft ","content":"<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Staying Power Is the $2 Trillion Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Staying Power Is the $2 Trillion Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-20 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4543":"AI","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4077":"互动媒体与服务","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4234":"特殊用途房地产信托","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412138247","content_text":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. “In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. The third-biggest tech stock has a big year ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275935439630544,"gmtCreate":1708405779372,"gmtModify":1708407602601,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MIDD.UK\">$FTSE250 ETF(MIDD.UK)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MIDD.UK\">$FTSE250 ETF(MIDD.UK)$ </a>&nbsp;","text":"$FTSE250 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1708613742,"share":"https://ttm.financial/m/news/1199722146?lang=&edition=fundamental","pubTime":"2024-02-22 22:55","market":"us","language":"en","title":"Nvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1199722146","media":"Reuters","summary":"$Nvidia (NVDA)$ forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sen","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up more than 15% in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a2bbfe4a9d49c65b693ace93346e8a4\" tg-width=\"781\" tg-height=\"622\"/></p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>&#34;The market was poised to sell the news following Nvidia&#39;s earnings, given the sky-high expectations and deteriorating macro conditions,&#34; Investing.com analyst Thomas Monteiro said. &#34;However, once again, the company left no doubt that the AI boom is much more than just a stock market narrative, but rather, the most significant bet from corporations worldwide at this moment.&#34;</p><p>The late-day stock jump lifted the market capitalization of the Santa Clara, California, company by more than $129 billion, and pushed up the shares of other AI-related companies including chip designer Arm Holdings . Nvidia and other hardware suppliers linked to AI computing added $160 billion of combined stock market value.</p><p>Nvidia on Wednesday forecast first-quarter revenue growth of 233%, ahead of Wall Street expectations of 208% growth.</p><p>For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.</p><p>Some analysts raised questions about how long Nvidia will be able to sustain this pace of growth.</p><p>The company forecast revenue for the current quarter of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving. But CEO Jensen Huang told analysts on a post-earnings conference call that there was no way the company can &#34;reasonably&#34; keep up on demand in the short term as it ramps up production.</p><p>&#34;(The) biggest question on minds for growth is how supply-constrained they remain and what demand looks like over time,&#34; said Ben Bajarin, chief executive of consulting firm Creative Strategies.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla (TSLA.O), opens new tab, which averaged $22 billion per day over the same period.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia said in a filing on Wednesday it had received requests from antitrust regulators in France, the European Union, United Kingdom and China over its sale of GPUs and efforts to allocate supply. The company said it expects to receive additional requests from antitrust regulators in the future.</p><p>In December, U.S. Commerce secretary Gina Raimondo told Reuters that the Biden administration is in discussions with Nvidia about permissible sales of artificial intelligence-chips to China. She said she had spoken with Nvidia&#39;s CEO, Huang, and that he was clear that Nvidia will work within the rules the Commerce Department establishes.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Surges 15% As Revenue Forecast Tops Estimates, AI Demand Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-22 22:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up more than 15% in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a2bbfe4a9d49c65b693ace93346e8a4\" tg-width=\"781\" tg-height=\"622\"/></p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>&#34;The market was poised to sell the news following Nvidia&#39;s earnings, given the sky-high expectations and deteriorating macro conditions,&#34; Investing.com analyst Thomas Monteiro said. &#34;However, once again, the company left no doubt that the AI boom is much more than just a stock market narrative, but rather, the most significant bet from corporations worldwide at this moment.&#34;</p><p>The late-day stock jump lifted the market capitalization of the Santa Clara, California, company by more than $129 billion, and pushed up the shares of other AI-related companies including chip designer Arm Holdings . Nvidia and other hardware suppliers linked to AI computing added $160 billion of combined stock market value.</p><p>Nvidia on Wednesday forecast first-quarter revenue growth of 233%, ahead of Wall Street expectations of 208% growth.</p><p>For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.</p><p>Some analysts raised questions about how long Nvidia will be able to sustain this pace of growth.</p><p>The company forecast revenue for the current quarter of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving. But CEO Jensen Huang told analysts on a post-earnings conference call that there was no way the company can &#34;reasonably&#34; keep up on demand in the short term as it ramps up production.</p><p>&#34;(The) biggest question on minds for growth is how supply-constrained they remain and what demand looks like over time,&#34; said Ben Bajarin, chief executive of consulting firm Creative Strategies.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla (TSLA.O), opens new tab, which averaged $22 billion per day over the same period.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia said in a filing on Wednesday it had received requests from antitrust regulators in France, the European Union, United Kingdom and China over its sale of GPUs and efforts to allocate supply. The company said it expects to receive additional requests from antitrust regulators in the future.</p><p>In December, U.S. Commerce secretary Gina Raimondo told Reuters that the Biden administration is in discussions with Nvidia about permissible sales of artificial intelligence-chips to China. She said she had spoken with Nvidia&#39;s CEO, Huang, and that he was clear that Nvidia will work within the rules the Commerce Department establishes.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199722146","content_text":"Nvidia  forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up more than 15% in morning trading on Thursday.The already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia's silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.\"The market was poised to sell the news following Nvidia's earnings, given the sky-high expectations and deteriorating macro conditions,\" Investing.com analyst Thomas Monteiro said. \"However, once again, the company left no doubt that the AI boom is much more than just a stock market narrative, but rather, the most significant bet from corporations worldwide at this moment.\"The late-day stock jump lifted the market capitalization of the Santa Clara, California, company by more than $129 billion, and pushed up the shares of other AI-related companies including chip designer Arm Holdings . Nvidia and other hardware suppliers linked to AI computing added $160 billion of combined stock market value.Nvidia on Wednesday forecast first-quarter revenue growth of 233%, ahead of Wall Street expectations of 208% growth.For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.Some analysts raised questions about how long Nvidia will be able to sustain this pace of growth.The company forecast revenue for the current quarter of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.The AI frontrunner's supply chains, which have been unable to match the soaring demand for Nvidia's chips, are also improving. But CEO Jensen Huang told analysts on a post-earnings conference call that there was no way the company can \"reasonably\" keep up on demand in the short term as it ramps up production.\"(The) biggest question on minds for growth is how supply-constrained they remain and what demand looks like over time,\" said Ben Bajarin, chief executive of consulting firm Creative Strategies.Analysts expect major supplier Taiwan Semiconductor Manufacturing Co's (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla (TSLA.O), opens new tab, which averaged $22 billion per day over the same period.The AI poster child's revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.Nvidia said in a filing on Wednesday it had received requests from antitrust regulators in France, the European Union, United Kingdom and China over its sale of GPUs and efforts to allocate supply. The company said it expects to receive additional requests from antitrust regulators in the future.In December, U.S. Commerce secretary Gina Raimondo told Reuters that the Biden administration is in discussions with Nvidia about permissible sales of artificial intelligence-chips to China. She said she had spoken with Nvidia's CEO, Huang, and that he was clear that Nvidia will work within the rules the Commerce Department establishes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277337906212984,"gmtCreate":1708735636606,"gmtModify":1708735640069,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277337906212984","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275945417478432,"gmtCreate":1708408395269,"gmtModify":1708408399194,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275945417478432","repostId":"2412138247","repostType":4,"repost":{"id":"2412138247","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":1708401600,"share":"https://ttm.financial/m/news/2412138247?lang=&edition=fundamental","pubTime":"2024-02-20 12:00","market":"us","language":"en","title":"Nvidia’s Staying Power Is the $2 Trillion Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2412138247","media":"Dow Jones","summary":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft ","content":"<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Staying Power Is the $2 Trillion Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Staying Power Is the $2 Trillion Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-20 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4543":"AI","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4077":"互动媒体与服务","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4234":"特殊用途房地产信托","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412138247","content_text":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. “In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. The third-biggest tech stock has a big year ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275945370390816,"gmtCreate":1708408383772,"gmtModify":1708408387817,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Awesomeness&nbsp;","listText":"Awesomeness&nbsp;","text":"Awesomeness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275945370390816","repostId":"2412138247","repostType":4,"repost":{"id":"2412138247","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":1708401600,"share":"https://ttm.financial/m/news/2412138247?lang=&edition=fundamental","pubTime":"2024-02-20 12:00","market":"us","language":"en","title":"Nvidia’s Staying Power Is the $2 Trillion Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2412138247","media":"Dow Jones","summary":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft ","content":"<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Staying Power Is the $2 Trillion Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Staying Power Is the $2 Trillion Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-20 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strong</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32155fd30fc8b8f9835f526c56f4521\" alt=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" title=\"Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.\" tg-width=\"700\" tg-height=\"466\"/><span>Nvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.</span></p><p>Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. </p><p style=\"text-align: start;\">It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. </p><p>It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9aebc5530b0cf8aa753bc7c04ec5659e\" tg-width=\"930\" tg-height=\"775\"/></p><p>Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&amp;P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. </p><p style=\"text-align: start;\">Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0e2e358c2e95c902a1165c0683a820\" tg-width=\"927\" tg-height=\"778\"/></p><p>Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. </p><p>Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. </p><p style=\"text-align: start;\">Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. </p><p style=\"text-align: start;\">New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. </p><p>“In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.</p><p style=\"text-align: start;\">Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. </p><p style=\"text-align: start;\">The third-biggest tech stock has a big year ahead of it. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4543":"AI","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4077":"互动媒体与服务","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4234":"特殊用途房地产信托","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412138247","content_text":"Chip maker’s AI momentum will depend on staying far enough ahead of competitors to keep pricing strongNvidia under Chief Executive Jensen Huang is the third most valuable U.S. company after Microsoft and Apple.Nvidia’s next trillion dollars is proving easier than the first. That doesn’t exactly put the ascendant chip maker on Easy Street. It became the first semiconductor company worth $1 trillion about eight months ago—not long after its 30th birthday. The stock’s momentum has continued; Nvidia is now worth just under $1.8 trillion and is the third most valuable U.S. company, after Microsoft and Apple. It surpassed the market values of both Amazon.com and Google parent Alphabet last week, businesses with far more revenue that share two notable things in common—a vital need for Nvidia’s chips to power their growing ambitions in artificial intelligence and capital budgets of tens of billions of dollars annually to put toward the effort. Just how many billions will become abundantly clear Wednesday, when Nvidia reports its fiscal fourth-quarter results. Based on the company’s forecast for the final quarter of the year, those results will show nearly $59 billion in revenue for the fiscal year ended in January—more than double what Nvidia generated in the previous year. None of Nvidia’s megacap tech peers—Apple, Microsoft, Amazon and the parent companies of Google and Facebook—ever expanded revenue that fast in a single year from a similar starting point, according to data from S&P Global Market Intelligence. Nvidia will become the world’s second-largest chip company based on annual revenue, surpassing Intel. Such momentum explains why a chip company that drew most of its business from the niche market of gaming PCs less than five years ago is now approaching a market value of $2 trillion. Even in a market frothed by AI hype, that number isn’t as outlandish as it might seem. At that value, Nvidia’s stock would be trading around 38 times forward earnings—about 9% below its three-year average, according to data from FactSet. Seven of the 30 stocks on the PHLX Semiconductor Index currently carry higher multiples, including Advanced Micro Devices, which is challenging Nvidia for a piece of the lucrative market for AI chips in data centers. Yet that meteoric rise—especially a jump of around 25% in the past month—naturally sets up risk heading into this week’s quarterly report. The current earnings season has already been rough on tech companies that posted less than perfect results following big run-ups. In a report Friday, Vivek Arya of BofA said he wouldn’t be surprised to see a “notable but brief pullback” on Nvidia’s shares following earnings, given the “mix of fear and greed and indiscriminate investor chase for all things AI” that has fed the stock’s sharp rise. Even if Nvidia delivers a strong and well-received report, there is also the question of how long the boom can last. Investors are keenly focused on the question of how this year and next will shape up for AI chip demand, but Nvidia projects only one quarter at a time during its earnings reports. Wall Street is currently expecting the company to forecast revenue of $21.6 billion for the April quarter—a tripling compared with the same period last year. Investors will still be listening closely for clues to longer-term trends. Analysts currently project revenue just under $92 billion for the current fiscal year ending in January 2025, a 56% jump from the just-ended fiscal year. More important clues might come next month during Nvidia’s GTC conference, its flagship event for AI developers. It could feature new details on the company’s next big AI system, called B100, which analysts expect to be launched later this year. In a report earlier this month, Morgan Stanley analyst Joseph Moore called the B100 “a strong advancement of state of the art” based on some early leaks about the system. New products will be vital for Nvidia to address the growing competition and to maintain the earnings power that has kept its stock relatively cheap despite its huge run. BofA’s Arya thinks Nvidia will be able to price its coming B100 products at least 10% to 30% higher than the company’s current, highly popular H100 system. “In our view, we are at-worst in middle innings of that upfront 3yr spending cycle, with demand likely stretching out to at-least mid-late CY25,” Arya wrote.Tim Arcuri of UBS sees Nvidia’s per-share earnings hitting around $28 this year on the strength of its current chips that remain in tight supply plus new products like the B100. That is more than double what Wall Street estimates it earned during the just-ended year, but Arcuri wrote in a Feb. 12 note that demand keeps soaking up Nvidia’s chips even as production lead times “have come in substantially” over the past few months. He also boosted his price target on the stock to $850, which would put Nvidia’s market capitalization above $2 trillion. The third-biggest tech stock has a big year ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273533675413664,"gmtCreate":1707818474952,"gmtModify":1707818477385,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273533675413664","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273028750258392,"gmtCreate":1707695359963,"gmtModify":1707695363772,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>&nbsp;","text":"$ARM Holdings Ltd(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273028750258392","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272132300296304,"gmtCreate":1707476331452,"gmtModify":1707476336155,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"I will bottom Tesla at $200[Miser]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;","listText":"I will bottom Tesla at $200[Miser]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;","text":"I will bottom Tesla at $200[Miser] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272132300296304","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272131985322096,"gmtCreate":1707476254554,"gmtModify":1707479935187,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"Aweoswm","listText":"Aweoswm","text":"Aweoswm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272131985322096","repostId":"270588080349424","repostType":1,"repost":{"id":270588080349424,"gmtCreate":1707099513984,"gmtModify":1707099517533,"author":{"id":"3555293442593045","authorId":"3555293442593045","name":"Samlunch","avatar":"https://static.tigerbbs.com/17478579b111537e74aea4d338e8aef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555293442593045","authorIdStr":"3555293442593045"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v> Here is an alternative bearish viewpoint.&nbsp; Shopee is unlikely to continue its dominance without a significant driver of growth. Tiktok has its strong social media influence and presence to direct consumers to tiktok shop and drive sales there.&nbsp; Shopee will have to resort to expensive marketing campaigns to stay in the mindshare of the consumer and dangle discounts to drive sales growth. This will be a drag on costs, and it is unlikely we will see a net profit in the near future.&nbsp; As companies cut headcount to be leaner, it remains to be seen whether Sea can operate with efficiency.&nbsp; I am a user of Shopee but will never invest with Sea.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v> Here is an alternative bearish viewpoint.&nbsp; Shopee is unlikely to continue its dominance without a significant driver of growth. Tiktok has its strong social media influence and presence to direct consumers to tiktok shop and drive sales there.&nbsp; Shopee will have to resort to expensive marketing campaigns to stay in the mindshare of the consumer and dangle discounts to drive sales growth. This will be a drag on costs, and it is unlikely we will see a net profit in the near future.&nbsp; As companies cut headcount to be leaner, it remains to be seen whether Sea can operate with efficiency.&nbsp; I am a user of Shopee but will never invest with Sea.&nbsp;","text":"$Sea Ltd(SE)$ Here is an alternative bearish viewpoint. Shopee is unlikely to continue its dominance without a significant driver of growth. Tiktok has its strong social media influence and presence to direct consumers to tiktok shop and drive sales there. Shopee will have to resort to expensive marketing campaigns to stay in the mindshare of the consumer and dangle discounts to drive sales growth. This will be a drag on costs, and it is unlikely we will see a net profit in the near future. As companies cut headcount to be leaner, it remains to be seen whether Sea can operate with efficiency. I am a user of Shopee but will never invest with Sea.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270588080349424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272130671702136,"gmtCreate":1707475935831,"gmtModify":1707479933229,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"[Happy]&nbsp;&nbsp;GLOBAL HEALTH","listText":"[Happy]&nbsp;&nbsp;GLOBAL HEALTH","text":"[Happy] GLOBAL 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990321520864","repostId":"275968074285168","repostType":1,"repost":{"id":275968074285168,"gmtCreate":1708415938632,"gmtModify":1708415942094,"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"1\"></v-v>My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"1\"></v-v>My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.","text":"$NVIDIA Corp(NVDA)$ My guess is that earnings will beat by a lot, but perfection already built into price and supply chain problems hurt guidance. But they split shares. After hours shoot up above 800[Miser][Miser][Miser]. Then opens next morning and starts dumping back into 600’s over a few weeks, before back up to ATH’s.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275968074285168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275990290636880,"gmtCreate":1708419168417,"gmtModify":1708419171159,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990290636880","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275948672876552,"gmtCreate":1708408993855,"gmtModify":1708408997816,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240223 840.0 PUT BUY 1 | NVDA 20240223 850.0 PUT BUY 1\">$NVDA Custom 240223 840.0P/850.0P$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240223 840.0 PUT BUY 1 | NVDA 20240223 850.0 PUT BUY 1\">$NVDA Custom 240223 840.0P/850.0P$</a>&nbsp;","text":"$NVDA Custom 240223 840.0P/850.0P$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275948672876552","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275947477762296,"gmtCreate":1708408856506,"gmtModify":1708408860565,"author":{"id":"4152773716126122","authorId":"4152773716126122","name":"trans","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4152773716126122","authorIdStr":"4152773716126122"},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;hopefully we can get help plz I'm just a beginner&nbsp;","listText":"[Miser]&nbsp;&nbsp;hopefully we can get help plz I'm just a beginner&nbsp;","text":"[Miser] hopefully we can get help plz I'm just a beginner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275947477762296","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}