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SP.C

SP.C

Profile：HecckYeeirredteem 2wunn T12123 XC

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05-16 12:46

10

Nvidia Faces Macro Headwinds And Micro Tailwinds

05-08

Cc I created Ai and I would like to be paid for it or some help..

05-08

4018

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05-08

X10

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05-08

CCinn A.A 2100595026 116 P.L.a.xe.e.sc.r.t.f.f.c.c.4018892116 T

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05-08

$DJIA(.DJI)$ $Berkshire Hathaway(BRK.A)$ X10110101114911677 Cc X1102110X22

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05-08

101 1 101 2 Cc Mex X C P.M O.F.B N.N.B$DJIA(.DJI)$ .D & stature 101Cc Mex XC T Inn 20110910110923 Cc MC

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05-08

0021110242 X Mex..

New Apple M4 Chip Threatens to Dethrone Nvidia Stock

04-24

Ok//@Callum J: Exx10

Astera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day

03-21

Elon musk is the man ...01

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03-21

Exx10

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03-21

10111211021102110E

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02-21

$NVIDIA Corp(NVDA)$

02-15

Yo I technically invented this ai, shit but I'm wondering why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses, we Wang something... tag emm

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02-15

I want use and buy a Carr...,

Dow Jones PRELIMINARY CLOSING Averages: DJIA 38,797.38 UP 125.69

02-14

$PLUG 20240621 4.5 PUT$ h0021Eheetemm9$E-mini Dow Jones - main 2403(YMmain)$ ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr

02-14

C21$E-mini Dow Jones - Mar 2024(YM2403)$ ?? Where's the ceo or the man who shows the primintual efflective knouns 21 1... 31241142 in heaa? Or no trou lent u all monds just .... yeaah or I'm just demo DC.. ahh i seem alot but yeahh I run off this one and I'm getting whitee ankkey but yeahh naa hey say nouse say I'm in but yeahh. 01ubub45our .. I just no to know not or notsk a white light in a dramp sitrolapption being a wrong ...said .... near Ron drank off ya debloblessings...? S.O.A.I.M.N.B.EEH . NeHh. ..01scoullup...ccmT.H

02-14

$PLUG 20250117 2.5 PUT$ 21 hehh 0021-59hehilvve

02-14

$PLUG 20250117 2.5 PUT$ mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts$E-mini Dow Jones - main 2403(YMmain)$ All 21

02-14

$PLUG 20250117 2.5 PUT$ mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts 6111641041104366111041411003466216134now Sci ci scolllarr

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10:46","market":"us","language":"en","title":"Nvidia Faces Macro Headwinds And Micro Tailwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2435698326","media":"seekingalpha","summary":"With customers forecasting modest growth, Nvidia Corporation's Q1 '25 earnings release is crucial for the market's direction, with the potential to drive the bull market or trigger a bear market.Nvidi","content":"<html><head></head><body><ul style=\"\"><li><p>With customers forecasting modest growth, Nvidia Corporation&#39;s Q1 &#39;25 earnings release is crucial for the market&#39;s direction, with the potential to drive the bull market or trigger a bear market.</p></li><li><p>Nvidia intends to ramp up production of Spectrum-X in Q1 &#39;25 and H200 in Q2 &#39;25, both potentially driving significant revenue growth across their hyperscaler customers.</p></li><li><p>Despite a challenging macroeconomic environment, I expect demand for GenAI applications to drive growth for Nvidia as businesses seek to optimize ops through automation.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8607cf7307d878cf93e381d0b940744\" tg-width=\"750\" tg-height=\"404\"/></p><p>Just_Super</p><p></p><p><strong>Nvidia Corporation&#39;s</strong> (NASDAQ:NVDA) upcoming (expected post-market May 22nd) Q1 ’25 earnings release may be the most important data release this year and may be the leading driver to the continued bull market or result in the next bear market. With inflation readings coming in hotter than expected and Super Micro Computer (SMCI) reporting a less than spectacular forecast in their fiscal Q3 ’24 earnings call, Nvidia may very well be the next foot to hit the ground and send the broader indices into a spiral.</p><p>Given AI/ML’s importance for the next generation of compute and networking in the data center, I believe Nvidia’s Hopper technology success is what will make or break the market. Despite SMCI’s modest forecast, Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have each experienced significant backlog growth relating to AI-enabling infrastructure. Sourcing NVDA’s GPUs has been a major bottleneck due to the vast demand, making me hopeful for Nvidia’s eFY25 growth. Given the continued growth of demand for Nvidia’s GPUs, the manufacturing de-bottlenecking at Taiwan Semiconductor (TSM) at the end of CY24, and the seeding adoption of GenAI across enterprises, I believe Nvidia will continue its accelerated growth path and will realize significant strength going into eFY26. I, therefore, will upgrade my BUY recommendation to a STRONG BUY with a price target of $1,451/share at 18.35x eFY26 price/sales.</p><p>Nvidia Doesn&#39;t Need China For Growth In AI Chips</p><h3 id=\"id_2349802042\">Nvidia &amp; Industry Investment Thesis Theme</h3><p>My investment thesis is based on two themes for CY24-25 in the face of dimming macroeconomic landscape. My two themes for technology are consumer vs. enterprise and enterprise vs. hyperscaler. Starting with consumer vs. enterprise, I anticipate the technology sector to be driven primarily by commercial use of next-generation AI-enabling technologies. My expectation for the coming years is that compute infrastructure in the data center will continue to realize significant growth as firms seek to leverage internally generated data for business optimization and administrative automation.</p><p>I anticipate that networking, or data in motion, would follow suit, with endpoints being the final growth component. Given that Dell &amp; HPE have each voiced flat trends for legacy data center infrastructure and a challenging market for endpoints and networking while AI-infrastructure is building, I anticipate that next-generation networking and workstations will follow AI-enabled data center infrastructure. My rationale is based on the idea that enterprises wouldn’t spend on AI-infrastructure for it to be slowed down by their networking capabilities or lagging PCs/workstations.</p><p>Part of my assumption is based on enterprises seeking to minimize operating costs as firms are faced with persistent inflationary pressures, allowing organizations less of a necessity to pass along more costs to the consumer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43698c08c32573a3ca0572ce566ddf0b\" tg-width=\"640\" tg-height=\"437\"/></p><p>TradingEconomics</p><p></p><p>In addition to challenging inflationary pressures, April PMI readings suggest that business activity is forecast to be slowing down 6–12 months out. Though these readings aren’t exactly directed towards the technology sector, they may pressure firms to delay infrastructure-related projects to manage costs and maintain headcount in hopes of a turnaround.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9c33978962d780975ceb5abeb81acda\" tg-width=\"640\" tg-height=\"355\"/></p><p>ISM-PMI</p><p></p><p>Given that the trends for Services-PMI have narrowed closer to contractionary territory, a &lt;50% reading in the coming months might mark a turn for GDP growth going into the end of the year. This would solidify my technology investment thesis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3344f1134291bc2fd82891e92c052e1\" tg-width=\"640\" tg-height=\"223\"/></p><p>TradingEconomics</p><p></p><p>On the consumer side, I anticipate a challenging market for AI PCs and smartphones as consumers are faced with harsher inflationary pressures through the daily cost of living expenses. As devices are a discretionary expense, I anticipate the refresh cycle to be elongated in favor of managing cost of living expenses.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcb9667bb87d1f1249313b8540682e77\" tg-width=\"640\" tg-height=\"476\"/></p><p>BLS</p><p></p><p>Considering my second theme, enterprise vs. hyperscaler, I anticipate that early adoption of GenAI applications will reside in cloud-based environments before migrating to private data center environments. Given the challenges faced in sourcing Nvidia GPUs due to production capacity, I believe enterprises will seek to test drive applications in cloud-based environments as a POC; however, given the consumption models that are broadly being adopted by firms like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW), I anticipate enterprises will inevitably seek to reduce data consumption-related costs by in sourcing their AI/ML applications in the coming years.</p><p>In the near-term, this should benefit the hyperscalers like Oracle OCI (ORCL), Microsoft Azure (MSFT), Amazon AWS (AMZN), and Google GCP (GOOG, GOOGL) as regional data centers are built out. I do anticipate that as Nvidia’s GPUs become more readily available, enterprises will advantageously build out their AI-enabled infrastructure and in source their hot data, assuming feasibility and costs are aligned to benefit from in sourcing. In this instance, Nvidia will benefit greatly from investments at both ends, from the hyperscalers and the enterprises in the years to come.</p><h3 id=\"id_234724253\">Nvidia’s Growth Prospects</h3><p>As alluded to in the header, Taiwan Semiconductor (TSM) will be doubling their CoWoS capacity for manufacturing high-performance semiconductors towards the end of 2024, which should de-bottleneck the supply chain for these highly sought-after hardware components. As capacity comes online, I anticipate Nvidia’s data center sales to accelerate towards the tail end of eFY25 and into eFY26.</p><p>This may also be bolstered by the next wave of refreshes as Nvidia ramps up production of H200 and Spectrum-X to offer end-to-end, high-performance computing and networking. Given that the H200 nearly doubles the performance of the H100, I believe that hyperscalers will quickly adopt these next-generation GPUs to remain at the forefront of the continuous improvement of ChatGPT with the most recent release of GPT-4o and to-be-released AGI. My growth assumption is based on the fastest network getting the business at the hyperscaler level, meaning a tandem investment effect across all major hyperscalers to ensure customer retention. I believe this will drive the transition to Nvidia’s recently announced Blackwell GPU architecture, as the platform commands faster processing speeds at up to 25x lower cost and energy consumption when compared to its predecessor. Given that power consumption is one of the biggest hurdles faced across AI factories, I anticipate energy efficiency to be a major factor when weighing platform options. Accordingly, H200 is expected to begin shipping in eq2’25 and Spectrum-X in eQ1 ’25.</p><blockquote><p>Even a simple ChatGPT request uses nearly 10 times more electricity than a regular Google search</p><p><em>International Energy Agency.</em></p></blockquote><p>Whether enterprises adopt H200 vs. H100 will be entirely dependent on necessity and feasibility. Though I anticipate hyperscalers to quickly migrate to the newer technology platforms, I anticipate enterprise environments to be drawn to the H100 as the processing capacity may be sufficient for this type of environment, especially when compared to CPU-level compute rates.</p><p>Looking at Nvidia’s other segments, including gaming, automotive, and OEMs, I anticipate a relatively less dynamic growth cycle when compared to data center with flattish results. With the consumer technology spend assumption outlined above, I believe gaming and automotive to be reflective of this trend. One of the biggest factors for automotive is the transition away from EVs towards more traditional ICE and hybrid vehicles, which are less technology-driven when compared to the more advanced EVs, excluding the infotainment and ADAS systems. I anticipate these segments to remain relatively flat throughout eCY25, with a ramp-up beginning in eCY26.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88fec59e6ce97f90a8f6812e9173a4b2\" tg-width=\"640\" tg-height=\"65\"/></p><p>Corporate Reports</p><p></p><h3 id=\"id_3384450191\">Nvidia Financial Forecast</h3><p>Looking ahead through eFY26, I anticipate significant revenue growth as new manufacturing capacity comes online at TSM.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b5a1ab37be6cd965223ccea5559125c\" tg-width=\"640\" tg-height=\"102\"/></p><p>Corporate Reports</p><p></p><p>I believe this will drive capacity availability for Nvidia’s hardware, which will result in continued heightened revenue generation. I anticipate that this will also drive margin expansion to a certain degree through economies of scale, especially with the ramp-up of the H200. Given the broadening adoption of GenAI applications, there are impediments to Nvidia’s ability to grow operations at this rate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab3321d01ec19f80e8d07e87608a4690\" tg-width=\"640\" tg-height=\"84\"/></p><p>Corporate Reports</p><p></p><h3 id=\"id_757142994\">Bull Case For Nvidia</h3><p>Nvidia has numerous positive catalysts working for them as new capacity comes online towards the end of CY24. I anticipate both new capacity and the adoption of the firm’s next line of GPUs will drive significant growth at the top line and enhance margins through scaling. As hyperscalers gear their data centers to the H200 and Blackwell platform and enterprises begin building out their internal AI applications, Nvidia will have the opportunity to realize significant growth through continued adoption. I anticipate that hyperscalers’ adoption of faster networking speeds with Spectrum-X will follow suit in the coming years.</p><p>Additionally, if inflationary pressures for consumers wind down paired with moderating interest rates, I believe that consumers will have more spending flexibility, allowing for investments in AI-enabled PCs, handhelds, and the potential move towards EVs or plug-in hybrids. Though I don’t anticipate this to occur in the near-term, this may lead to a certain degree of reinvigorated growth in eFY26-27.</p><h3 id=\"id_656166278\">Bear Case For Nvidia</h3><p>I believe that a bear case for Nvidia will primarily be driven by macroeconomic forces as a result of lower spend at the enterprise and consumer levels. Given that hyperscalers are flush with cash, I do not anticipate a reduction in spend, as having the highest performing infrastructure drives business for these firms. Statista forecasts smartphone sales will grow at a 3.53% CAGR through 2028 with 2024 revenue to sit at roughly $500b. Given that China will be phased out as Huawei more heavily utilizes internally developed chips, I anticipate that the throttled models Nvidia is developing for sales in China will result in lackluster results. Any signs of a slowdown in growth will have serious implications to the share price, leading me to more heavily weigh my bear case in the valuation table in the next section.</p><h3 id=\"id_9110037\">Valuation &amp; Shareholder Value</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/327f597a9a6453266ed45fcab46ae682\" tg-width=\"640\" tg-height=\"99\"/></p><p>Corporate Reports</p><p></p><p>NVDA shares are currently valued at 37.34x trailing sales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02a612944977f738679313a3a530d47c\" tg-width=\"640\" tg-height=\"36\"/></p><p>Seeking Alpha</p><p></p><p>On a comps basis, NVDA shares trade at a relatively high premium; however, I believe this premium is justified given the firm’s significant growth as realized in the previous year. Given my forecast through eFY26, NVDA shares trade closer to 11.55x eFY26 sales, a more modest valuation on a comparable basis. Given the risk of a slowdown in growth, I believe it is prudent to more heavily weigh the bear case for NVDA shares, as any sign of a slowdown may result in a significant decline in the share price.</p><p>Despite this factor, I believe NVDA has a strong forward trajectory given the broad investment outlay across hyperscalers followed by enterprises as further adoption of GenAI takes hold. I rate NVDA with a STRONG BUY with a price target of $1,451/share at 18.35x eFY26 Price/Sales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/215368de5bcda5215e3cbef8927a7483\" tg-width=\"640\" tg-height=\"143\"/></p><p>Corporate Reports</p><p></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Faces Macro Headwinds And Micro Tailwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Faces Macro Headwinds And Micro Tailwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4693623-nvidia-faces-macro-headwinds-and-micro-tailwinds><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With customers forecasting modest growth, Nvidia Corporation's Q1 '25 earnings release is crucial for the market's direction, with the potential to drive the bull market or trigger a bear market....</p>\n\n<a href=\"https://seekingalpha.com/article/4693623-nvidia-faces-macro-headwinds-and-micro-tailwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BK4581":"高盛持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","ORCL":"甲骨文","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4591":"室温超导概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4592":"伊斯兰概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4561":"索罗斯持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","NVDA":"英伟达","MSFT":"微软","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","HPE":"慧与科技","BK4567":"ESG概念","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0080751232.USD":"富达环球多元动力基金A","BK4525":"远程办公概念","DELL":"戴尔","TSM":"台积电","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4524":"宅经济概念","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0171293334.USD":"贝莱德英国基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","AMZN":"亚马逊","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","SNOW":"Snowflake","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4573":"虚拟现实","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4693623-nvidia-faces-macro-headwinds-and-micro-tailwinds","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435698326","content_text":"With customers forecasting modest growth, Nvidia Corporation's Q1 '25 earnings release is crucial for the market's direction, with the potential to drive the bull market or trigger a bear market.Nvidia intends to ramp up production of Spectrum-X in Q1 '25 and H200 in Q2 '25, both potentially driving significant revenue growth across their hyperscaler customers.Despite a challenging macroeconomic environment, I expect demand for GenAI applications to drive growth for Nvidia as businesses seek to optimize ops through automation.Just_SuperNvidia Corporation's (NASDAQ:NVDA) upcoming (expected post-market May 22nd) Q1 ’25 earnings release may be the most important data release this year and may be the leading driver to the continued bull market or result in the next bear market. With inflation readings coming in hotter than expected and Super Micro Computer (SMCI) reporting a less than spectacular forecast in their fiscal Q3 ’24 earnings call, Nvidia may very well be the next foot to hit the ground and send the broader indices into a spiral.Given AI/ML’s importance for the next generation of compute and networking in the data center, I believe Nvidia’s Hopper technology success is what will make or break the market. Despite SMCI’s modest forecast, Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have each experienced significant backlog growth relating to AI-enabling infrastructure. Sourcing NVDA’s GPUs has been a major bottleneck due to the vast demand, making me hopeful for Nvidia’s eFY25 growth. Given the continued growth of demand for Nvidia’s GPUs, the manufacturing de-bottlenecking at Taiwan Semiconductor (TSM) at the end of CY24, and the seeding adoption of GenAI across enterprises, I believe Nvidia will continue its accelerated growth path and will realize significant strength going into eFY26. I, therefore, will upgrade my BUY recommendation to a STRONG BUY with a price target of $1,451/share at 18.35x eFY26 price/sales.Nvidia Doesn't Need China For Growth In AI ChipsNvidia & Industry Investment Thesis ThemeMy investment thesis is based on two themes for CY24-25 in the face of dimming macroeconomic landscape. My two themes for technology are consumer vs. enterprise and enterprise vs. hyperscaler. Starting with consumer vs. enterprise, I anticipate the technology sector to be driven primarily by commercial use of next-generation AI-enabling technologies. My expectation for the coming years is that compute infrastructure in the data center will continue to realize significant growth as firms seek to leverage internally generated data for business optimization and administrative automation.I anticipate that networking, or data in motion, would follow suit, with endpoints being the final growth component. Given that Dell & HPE have each voiced flat trends for legacy data center infrastructure and a challenging market for endpoints and networking while AI-infrastructure is building, I anticipate that next-generation networking and workstations will follow AI-enabled data center infrastructure. My rationale is based on the idea that enterprises wouldn’t spend on AI-infrastructure for it to be slowed down by their networking capabilities or lagging PCs/workstations.Part of my assumption is based on enterprises seeking to minimize operating costs as firms are faced with persistent inflationary pressures, allowing organizations less of a necessity to pass along more costs to the consumer.TradingEconomicsIn addition to challenging inflationary pressures, April PMI readings suggest that business activity is forecast to be slowing down 6–12 months out. Though these readings aren’t exactly directed towards the technology sector, they may pressure firms to delay infrastructure-related projects to manage costs and maintain headcount in hopes of a turnaround.ISM-PMIGiven that the trends for Services-PMI have narrowed closer to contractionary territory, a <50% reading in the coming months might mark a turn for GDP growth going into the end of the year. This would solidify my technology investment thesis.TradingEconomicsOn the consumer side, I anticipate a challenging market for AI PCs and smartphones as consumers are faced with harsher inflationary pressures through the daily cost of living expenses. As devices are a discretionary expense, I anticipate the refresh cycle to be elongated in favor of managing cost of living expenses.BLSConsidering my second theme, enterprise vs. hyperscaler, I anticipate that early adoption of GenAI applications will reside in cloud-based environments before migrating to private data center environments. Given the challenges faced in sourcing Nvidia GPUs due to production capacity, I believe enterprises will seek to test drive applications in cloud-based environments as a POC; however, given the consumption models that are broadly being adopted by firms like Snowflake (SNOW), I anticipate enterprises will inevitably seek to reduce data consumption-related costs by in sourcing their AI/ML applications in the coming years.In the near-term, this should benefit the hyperscalers like Oracle OCI (ORCL), Microsoft Azure (MSFT), Amazon AWS (AMZN), and Google GCP (GOOG, GOOGL) as regional data centers are built out. I do anticipate that as Nvidia’s GPUs become more readily available, enterprises will advantageously build out their AI-enabled infrastructure and in source their hot data, assuming feasibility and costs are aligned to benefit from in sourcing. In this instance, Nvidia will benefit greatly from investments at both ends, from the hyperscalers and the enterprises in the years to come.Nvidia’s Growth ProspectsAs alluded to in the header, Taiwan Semiconductor (TSM) will be doubling their CoWoS capacity for manufacturing high-performance semiconductors towards the end of 2024, which should de-bottleneck the supply chain for these highly sought-after hardware components. As capacity comes online, I anticipate Nvidia’s data center sales to accelerate towards the tail end of eFY25 and into eFY26.This may also be bolstered by the next wave of refreshes as Nvidia ramps up production of H200 and Spectrum-X to offer end-to-end, high-performance computing and networking. Given that the H200 nearly doubles the performance of the H100, I believe that hyperscalers will quickly adopt these next-generation GPUs to remain at the forefront of the continuous improvement of ChatGPT with the most recent release of GPT-4o and to-be-released AGI. My growth assumption is based on the fastest network getting the business at the hyperscaler level, meaning a tandem investment effect across all major hyperscalers to ensure customer retention. I believe this will drive the transition to Nvidia’s recently announced Blackwell GPU architecture, as the platform commands faster processing speeds at up to 25x lower cost and energy consumption when compared to its predecessor. Given that power consumption is one of the biggest hurdles faced across AI factories, I anticipate energy efficiency to be a major factor when weighing platform options. Accordingly, H200 is expected to begin shipping in eq2’25 and Spectrum-X in eQ1 ’25.Even a simple ChatGPT request uses nearly 10 times more electricity than a regular Google searchInternational Energy Agency.Whether enterprises adopt H200 vs. H100 will be entirely dependent on necessity and feasibility. Though I anticipate hyperscalers to quickly migrate to the newer technology platforms, I anticipate enterprise environments to be drawn to the H100 as the processing capacity may be sufficient for this type of environment, especially when compared to CPU-level compute rates.Looking at Nvidia’s other segments, including gaming, automotive, and OEMs, I anticipate a relatively less dynamic growth cycle when compared to data center with flattish results. With the consumer technology spend assumption outlined above, I believe gaming and automotive to be reflective of this trend. One of the biggest factors for automotive is the transition away from EVs towards more traditional ICE and hybrid vehicles, which are less technology-driven when compared to the more advanced EVs, excluding the infotainment and ADAS systems. I anticipate these segments to remain relatively flat throughout eCY25, with a ramp-up beginning in eCY26.Corporate ReportsNvidia Financial ForecastLooking ahead through eFY26, I anticipate significant revenue growth as new manufacturing capacity comes online at TSM.Corporate ReportsI believe this will drive capacity availability for Nvidia’s hardware, which will result in continued heightened revenue generation. I anticipate that this will also drive margin expansion to a certain degree through economies of scale, especially with the ramp-up of the H200. Given the broadening adoption of GenAI applications, there are impediments to Nvidia’s ability to grow operations at this rate.Corporate ReportsBull Case For NvidiaNvidia has numerous positive catalysts working for them as new capacity comes online towards the end of CY24. I anticipate both new capacity and the adoption of the firm’s next line of GPUs will drive significant growth at the top line and enhance margins through scaling. As hyperscalers gear their data centers to the H200 and Blackwell platform and enterprises begin building out their internal AI applications, Nvidia will have the opportunity to realize significant growth through continued adoption. I anticipate that hyperscalers’ adoption of faster networking speeds with Spectrum-X will follow suit in the coming years.Additionally, if inflationary pressures for consumers wind down paired with moderating interest rates, I believe that consumers will have more spending flexibility, allowing for investments in AI-enabled PCs, handhelds, and the potential move towards EVs or plug-in hybrids. Though I don’t anticipate this to occur in the near-term, this may lead to a certain degree of reinvigorated growth in eFY26-27.Bear Case For NvidiaI believe that a bear case for Nvidia will primarily be driven by macroeconomic forces as a result of lower spend at the enterprise and consumer levels. Given that hyperscalers are flush with cash, I do not anticipate a reduction in spend, as having the highest performing infrastructure drives business for these firms. Statista forecasts smartphone sales will grow at a 3.53% CAGR through 2028 with 2024 revenue to sit at roughly $500b. Given that China will be phased out as Huawei more heavily utilizes internally developed chips, I anticipate that the throttled models Nvidia is developing for sales in China will result in lackluster results. Any signs of a slowdown in growth will have serious implications to the share price, leading me to more heavily weigh my bear case in the valuation table in the next section.Valuation & Shareholder ValueCorporate ReportsNVDA shares are currently valued at 37.34x trailing sales.Seeking AlphaOn a comps basis, NVDA shares trade at a relatively high premium; however, I believe this premium is justified given the firm’s significant growth as realized in the previous year. Given my forecast through eFY26, NVDA shares trade closer to 11.55x eFY26 sales, a more modest valuation on a comparable basis. Given the risk of a slowdown in growth, I believe it is prudent to more heavily weigh the bear case for NVDA shares, as any sign of a slowdown may result in a significant decline in the share price.Despite this factor, I believe NVDA has a strong forward trajectory given the broad investment outlay across hyperscalers followed by enterprises as further adoption of GenAI takes hold. I rate NVDA with a STRONG BUY with a price target of $1,451/share at 18.35x eFY26 Price/Sales.Corporate Reports","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303677750104272,"gmtCreate":1715160335704,"gmtModify":1715160339202,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Cc I created Ai and I would like to be paid for it or some help..","listText":"Cc I created Ai and I would like to be paid for it or some help..","text":"Cc I created Ai and I would like to be paid for it or some help..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303677750104272","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303655099002952,"gmtCreate":1715154915107,"gmtModify":1715154917959,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"4018","listText":"4018","text":"4018","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303655099002952","repostId":"2433625047","repostType":4,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303655504146672,"gmtCreate":1715154906043,"gmtModify":1715154909004,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"X10","listText":"X10","text":"X10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303655504146672","repostId":"2433625047","repostType":4,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303655492698216,"gmtCreate":1715154899568,"gmtModify":1715155846096,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"CCinn A.A 2100595026 116 P.L.a.xe.e.sc.r.t.f.f.c.c.4018892116 T","listText":"CCinn A.A 2100595026 116 P.L.a.xe.e.sc.r.t.f.f.c.c.4018892116 T","text":"CCinn A.A 2100595026 116 P.L.a.xe.e.sc.r.t.f.f.c.c.4018892116 T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303655492698216","repostId":"2433625047","repostType":4,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303654720016424,"gmtCreate":1715154796863,"gmtModify":1715154800581,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$ </a>&nbsp; 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stature 101Cc Mex XC T Inn 20110910110923 Cc MC","listText":"101 1 101 2 Cc Mex X C P.M O.F.B N.N.B<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>&nbsp;.D &amp; stature 101Cc Mex XC T Inn 20110910110923 Cc MC","text":"101 1 101 2 Cc Mex X C P.M O.F.B N.N.B$DJIA(.DJI)$ .D & stature 101Cc Mex XC T Inn 20110910110923 Cc MC","images":[{"img":"https://community-static.tradeup.com/news/da15ab1c884de383ca0ce51e1159638d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/303654137888808","repostId":"2433625047","repostType":4,"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":303633515294808,"gmtCreate":1715149622685,"gmtModify":1715149830151,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"0021110242 X Mex..","listText":"0021110242 X Mex..","text":"0021110242 X Mex..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303633515294808","repostId":"1167671456","repostType":4,"repost":{"id":"1167671456","pubTimestamp":1715138100,"share":"https://www.laohu8.com/m/news/1167671456?lang=&edition=full","pubTime":"2024-05-08 11:15","market":"us","language":"en","title":"New Apple M4 Chip Threatens to Dethrone Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1167671456","media":"InvestorPlace","summary":"Is Apple going to be the next AI breakout sensation?","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Apple</strong> (<strong>AAPL</strong>) has its sights on breaking into the artificial intelligence (AI) market.</p></li><li><p>The tech giant recently released the M4 chip and enthusiasm is high.</p></li><li><p>Apple is also reportedly at work on a new AI server project that could further change the game.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e91eb5e3b47c4084909245696b1d9fdd\" alt=\"Source: Eric Broder Van Dyke / Shutterstock.com\" title=\"Source: Eric Broder Van Dyke / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Eric Broder Van Dyke / Shutterstock.com</span></p><p style=\"text-align: start;\">One tech leader is gearing up to challenge <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>) as a powerful new rival. Indeed, <strong>Apple </strong>(NASDAQ:<strong>AAPL</strong>) reportedly wants to produce its own chips for artificial intelligence (AI) software in data centers. According to <em>The Wall Street Journal</em>, the company has been working on this device — internally codenamed Project ACDC (Apple Chips in Data Center) — for years.</p><p style=\"text-align: start;\">Apple hasn’t officially commented on this server project yet. But it recently reminded investors that it’s taking major steps toward cementing its place in the AI race. Today, the tech firm also announced that its M4 system on a chip (SoC) will power the new iPad Pro. AAPL stock closed the day in the green amid growing enthusiasm for the Silicon Valley darling.</p><p>Of course, this is good news for Apple. But if the company’s foray into AI and chips continues, Nvidia may finally have an opponent to seriously threaten its market share.</p><h2 id=\"id_1302189227\" style=\"text-align: start;\">AAPL Stock in the Age of the M4 Chip</h2><p style=\"text-align: start;\">Tech enthusiasts would likely have lined up for the new iPad Pro no matter what. But with the added incentive of a powerful new chip helping usher in a new stage of the AI revolution, interest in this sleek new device will be even higher. With that in mind, it’s easy to see why AAPL stock surged today and NVDA stock dipped, as the threat of a dangerous new competitor may be beginning to loom.</p><p style=\"text-align: start;\">What makes the M4 chip special? Apple provided an in-depth overview of why this innovation matters for both investors and consumers:</p><blockquote><p><em>“[The] M4 has Apple’s fastest Neural Engine ever, capable of up to 38 trillion operations per second, which is faster than the neural processing unit of any AI PC today. Combined with faster memory bandwidth, along with next-generation machine learning (ML) accelerators in the CPU, and a high-performance GPU, M4 makes the new iPad Pro an outrageously powerful device for artificial intelligence.”</em></p></blockquote><p>This catalyst is likely exactly what Apple needs to bolster to its place as a pillar of Silicon Valley. Despite some recent momentum, AAPL stock remains in the red so far this year and some experts have expressed concern. One analyst at Barclays recently reiterated a “sell” rating on AAPL stock. Still, it’s hard to keep a sector leader down — and Apple has repeatedly proven its resilience and ability to continue innovating.</p><h2 id=\"id_3494859389\" style=\"text-align: start;\">What Comes Next?</h2><p style=\"text-align: start;\">Apple is zeroing in on the next phase of AI technology all while the red-hot artificial intelligence market continues to surge. The company’s new M4 chip could signal a turning point for the tech giant and, as more updates on ACDC are released, AAPL stock may rise even further.</p><p style=\"text-align: start;\">All told, Apple is in an excellent position to secure a piece of this lucrative space.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New Apple M4 Chip Threatens to Dethrone Nvidia Stock</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\">\nNew Apple M4 Chip Threatens to Dethrone Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/new-apple-m4-chip-threatens-to-dethrone-nvidia-nvda-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (AAPL) has its sights on breaking into the artificial intelligence (AI) market.The tech giant recently released the M4 chip and enthusiasm is high.Apple is also reportedly at work on a new AI ...</p>\n\n<a href=\"https://investorplace.com/2024/05/new-apple-m4-chip-threatens-to-dethrone-nvidia-nvda-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://investorplace.com/2024/05/new-apple-m4-chip-threatens-to-dethrone-nvidia-nvda-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167671456","content_text":"Apple (AAPL) has its sights on breaking into the artificial intelligence (AI) market.The tech giant recently released the M4 chip and enthusiasm is high.Apple is also reportedly at work on a new AI server project that could further change the game.Source: Eric Broder Van Dyke / Shutterstock.comOne tech leader is gearing up to challenge Nvidia (NASDAQ:NVDA) as a powerful new rival. Indeed, Apple (NASDAQ:AAPL) reportedly wants to produce its own chips for artificial intelligence (AI) software in data centers. According to The Wall Street Journal, the company has been working on this device — internally codenamed Project ACDC (Apple Chips in Data Center) — for years.Apple hasn’t officially commented on this server project yet. But it recently reminded investors that it’s taking major steps toward cementing its place in the AI race. Today, the tech firm also announced that its M4 system on a chip (SoC) will power the new iPad Pro. AAPL stock closed the day in the green amid growing enthusiasm for the Silicon Valley darling.Of course, this is good news for Apple. But if the company’s foray into AI and chips continues, Nvidia may finally have an opponent to seriously threaten its market share.AAPL Stock in the Age of the M4 ChipTech enthusiasts would likely have lined up for the new iPad Pro no matter what. But with the added incentive of a powerful new chip helping usher in a new stage of the AI revolution, interest in this sleek new device will be even higher. With that in mind, it’s easy to see why AAPL stock surged today and NVDA stock dipped, as the threat of a dangerous new competitor may be beginning to loom.What makes the M4 chip special? Apple provided an in-depth overview of why this innovation matters for both investors and consumers:“[The] M4 has Apple’s fastest Neural Engine ever, capable of up to 38 trillion operations per second, which is faster than the neural processing unit of any AI PC today. Combined with faster memory bandwidth, along with next-generation machine learning (ML) accelerators in the CPU, and a high-performance GPU, M4 makes the new iPad Pro an outrageously powerful device for artificial intelligence.”This catalyst is likely exactly what Apple needs to bolster to its place as a pillar of Silicon Valley. Despite some recent momentum, AAPL stock remains in the red so far this year and some experts have expressed concern. One analyst at Barclays recently reiterated a “sell” rating on AAPL stock. Still, it’s hard to keep a sector leader down — and Apple has repeatedly proven its resilience and ability to continue innovating.What Comes Next?Apple is zeroing in on the next phase of AI technology all while the red-hot artificial intelligence market continues to surge. The company’s new M4 chip could signal a turning point for the tech giant and, as more updates on ACDC are released, AAPL stock may rise even further.All told, Apple is in an excellent position to secure a piece of this lucrative space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298544614949032,"gmtCreate":1713919298128,"gmtModify":1713919301878,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok//<a href=\"https://ttm.financial/U/4160754845793832\">@Callum J</a>: Exx10","listText":"Ok//<a href=\"https://ttm.financial/U/4160754845793832\">@Callum J</a>: Exx10","text":"Ok//@Callum J: Exx10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298544614949032","repostId":"1103756807","repostType":4,"repost":{"id":"1103756807","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1711028385,"share":"https://www.laohu8.com/m/news/1103756807?lang=&edition=full","pubTime":"2024-03-21 21:39","market":"us","language":"en","title":"Astera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1103756807","media":"Tiger Newspress","summary":"Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider.The first trade of Astera Labs' stock $(ALAB)$ was at 12:39 p.m. Eastern for","content":"<html><head></head><body><p>Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider. Shares ended the day at $62.03, up 72% from the IPO price. Shares of Astera Labs continue to rise 20.2% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9707aae5b7aede5bc752ebb1b1a582f\" title=\"\" tg-width=\"799\" tg-height=\"619\"/></p><p>With about 152.5 million shares outstanding after the IPO, the opening price implies a market capitalization for Astera of about $9.6 billion.</p><p>The connectivity-focused semiconductor company, which raised $713 million in its IPO, debuted on the Nasdaq under the ticker symbol &#34;ALAB.&#34;</p><p>Astera Labs plays into the artificial-intelligence craze through its work in chip connectivity. There&#39;s been a proliferation of AI chips recently, but Astera Labs says customers won&#39;t be able to get the most out of them without technology that helps AI chips connect and communicate with other aspects of a data center.</p><p>&#34;Processors do a phenomenal job with computational functions,&#34; President Sanjay Gajendra told MarketWatch, but Astera Labs&#39; products help them interconnect.</p><p>Chief Executive Jitendra Mohan said that the AI work processors are trying to do in data centers is akin to a marathon run at sprint speed, which can be tiring. Astera Labs&#39; technology tries to convert that marathon into a relay race, he said, with processors sending signals to Astera Labs products that enable data-center components to talk with one another.</p><p>The company remains unprofitable, though its $26.3 million net loss during 2023 was about half of the $58.3 million loss that the company logged a year before. Revenue for 2023 rose to $115.8 million from $79.9 million.</p><p>The company has been reducing its revenue concentration from its largest customers, though the top three made up about 70% of the company&#39;s sales last year.</p><p>Because Astera Labs sells to larger hyperscaler customers, its revenue is naturally concentrated, according to Mohan, but he noted that the company sells multiple products to those customers. Meanwhile, it&#39;s perhaps &#34;less known&#34; that the company sells to original equipment manufacturers, he added.</p><p>Mohan, Gajendra and Casey Morrison launched the business in a garage, and the three of them continue to hold operational roles at Astera Labs, with Morrison serving as chief product officer.</p><p>He flagged the diversity of the company&#39;s product offerings, which include Aries for extending connectivity between processors, Taurus for extending servers and switches over ethernet and Leo for expanding memory access.</p><p>Chip stocks have gotten a nice boost recently, with the PHLX Semiconductor Index SOX up about 51% over the past 12 months.</p><p>Gajendra said the company opted to go public now because AI is &#34;everywhere,&#34; and Astera Labs has big aims. It aspires to be &#34;the next big leader in AI and computing,&#34; he said.</p><p>The company will use its IPO proceeds in part to accelerate development and grow its staff.</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>Astera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day</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\">\nAstera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-21 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider. Shares ended the day at $62.03, up 72% from the IPO price. Shares of Astera Labs continue to rise 20.2% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9707aae5b7aede5bc752ebb1b1a582f\" title=\"\" tg-width=\"799\" tg-height=\"619\"/></p><p>With about 152.5 million shares outstanding after the IPO, the opening price implies a market capitalization for Astera of about $9.6 billion.</p><p>The connectivity-focused semiconductor company, which raised $713 million in its IPO, debuted on the Nasdaq under the ticker symbol &#34;ALAB.&#34;</p><p>Astera Labs plays into the artificial-intelligence craze through its work in chip connectivity. There&#39;s been a proliferation of AI chips recently, but Astera Labs says customers won&#39;t be able to get the most out of them without technology that helps AI chips connect and communicate with other aspects of a data center.</p><p>&#34;Processors do a phenomenal job with computational functions,&#34; President Sanjay Gajendra told MarketWatch, but Astera Labs&#39; products help them interconnect.</p><p>Chief Executive Jitendra Mohan said that the AI work processors are trying to do in data centers is akin to a marathon run at sprint speed, which can be tiring. Astera Labs&#39; technology tries to convert that marathon into a relay race, he said, with processors sending signals to Astera Labs products that enable data-center components to talk with one another.</p><p>The company remains unprofitable, though its $26.3 million net loss during 2023 was about half of the $58.3 million loss that the company logged a year before. Revenue for 2023 rose to $115.8 million from $79.9 million.</p><p>The company has been reducing its revenue concentration from its largest customers, though the top three made up about 70% of the company&#39;s sales last year.</p><p>Because Astera Labs sells to larger hyperscaler customers, its revenue is naturally concentrated, according to Mohan, but he noted that the company sells multiple products to those customers. Meanwhile, it&#39;s perhaps &#34;less known&#34; that the company sells to original equipment manufacturers, he added.</p><p>Mohan, Gajendra and Casey Morrison launched the business in a garage, and the three of them continue to hold operational roles at Astera Labs, with Morrison serving as chief product officer.</p><p>He flagged the diversity of the company&#39;s product offerings, which include Aries for extending connectivity between processors, Taurus for extending servers and switches over ethernet and Leo for expanding memory access.</p><p>Chip stocks have gotten a nice boost recently, with the PHLX Semiconductor Index SOX up about 51% over the past 12 months.</p><p>Gajendra said the company opted to go public now because AI is &#34;everywhere,&#34; and Astera Labs has big aims. It aspires to be &#34;the next big leader in AI and computing,&#34; he said.</p><p>The company will use its IPO proceeds in part to accelerate development and grow its staff.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALAB":"Astera Labs, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103756807","content_text":"Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider. Shares ended the day at $62.03, up 72% from the IPO price. Shares of Astera Labs continue to rise 20.2% in premarket trading on Thursday.With about 152.5 million shares outstanding after the IPO, the opening price implies a market capitalization for Astera of about $9.6 billion.The connectivity-focused semiconductor company, which raised $713 million in its IPO, debuted on the Nasdaq under the ticker symbol \"ALAB.\"Astera Labs plays into the artificial-intelligence craze through its work in chip connectivity. There's been a proliferation of AI chips recently, but Astera Labs says customers won't be able to get the most out of them without technology that helps AI chips connect and communicate with other aspects of a data center.\"Processors do a phenomenal job with computational functions,\" President Sanjay Gajendra told MarketWatch, but Astera Labs' products help them interconnect.Chief Executive Jitendra Mohan said that the AI work processors are trying to do in data centers is akin to a marathon run at sprint speed, which can be tiring. Astera Labs' technology tries to convert that marathon into a relay race, he said, with processors sending signals to Astera Labs products that enable data-center components to talk with one another.The company remains unprofitable, though its $26.3 million net loss during 2023 was about half of the $58.3 million loss that the company logged a year before. Revenue for 2023 rose to $115.8 million from $79.9 million.The company has been reducing its revenue concentration from its largest customers, though the top three made up about 70% of the company's sales last year.Because Astera Labs sells to larger hyperscaler customers, its revenue is naturally concentrated, according to Mohan, but he noted that the company sells multiple products to those customers. Meanwhile, it's perhaps \"less known\" that the company sells to original equipment manufacturers, he added.Mohan, Gajendra and Casey Morrison launched the business in a garage, and the three of them continue to hold operational roles at Astera Labs, with Morrison serving as chief product officer.He flagged the diversity of the company's product offerings, which include Aries for extending connectivity between processors, Taurus for extending servers and switches over ethernet and Leo for expanding memory access.Chip stocks have gotten a nice boost recently, with the PHLX Semiconductor Index SOX up about 51% over the past 12 months.Gajendra said the company opted to go public now because AI is \"everywhere,\" and Astera Labs has big aims. It aspires to be \"the next big leader in AI and computing,\" he said.The company will use its IPO proceeds in part to accelerate development and grow its staff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286719873376320,"gmtCreate":1711022401403,"gmtModify":1711022405655,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Elon musk is the man ...01","listText":"Elon musk is the man ...01","text":"Elon musk is the man ...01","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286719873376320","repostId":"1103756807","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286720021409888,"gmtCreate":1711022349435,"gmtModify":1711022352749,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Exx10","listText":"Exx10","text":"Exx10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286720021409888","repostId":"1103756807","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286719531135224,"gmtCreate":1711022337507,"gmtModify":1711022340474,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"10111211021102110E","listText":"10111211021102110E","text":"10111211021102110E","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286719531135224","repostId":"1103756807","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276183083671840,"gmtCreate":1708457678247,"gmtModify":1708457680930,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276183083671840","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274158608838848,"gmtCreate":1707971195978,"gmtModify":1707971422170,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Yo I technically invented this ai, shit but I'm wondering&nbsp; why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using&nbsp; the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses,&nbsp; we Wang something... tag emm&nbsp;","listText":"Yo I technically invented this ai, shit but I'm wondering&nbsp; why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using&nbsp; the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses,&nbsp; we Wang something... tag emm&nbsp;","text":"Yo I technically invented this ai, shit but I'm wondering why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses, we Wang something... tag emm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274158608838848","repostId":"2411555999","repostType":2,"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274076544819408,"gmtCreate":1707951128244,"gmtModify":1707951132899,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"I want use and buy a Carr...,","listText":"I want use and buy a Carr...,","text":"I want use and buy a Carr...,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274076544819408","repostId":"2411389874","repostType":2,"repost":{"id":"2411389874","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":1707771900,"share":"https://www.laohu8.com/m/news/2411389874?lang=&edition=full","pubTime":"2024-02-13 05:05","market":"fut","language":"en","title":"Dow Jones PRELIMINARY CLOSING Averages: DJIA 38,797.38 UP 125.69","url":"https://stock-news.laohu8.com/highlight/detail?id=2411389874","media":"Dow Jones","summary":"30 INDUS38,797.38 UP125.69 OR0.33% 20 TRANSP16,225.55 UP10.05 OR0.06% 15 UTILS844.23 UP9.80 OR1.17% 65 STOCKS12,478.35 UP40.01 OR0.32% \n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2024 16:05 ET (21:05 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre><table><tbody><tr><td>30 INDUS</td><td>38,797.38 UP</td><td>125.69 OR</td><td>0.33% </td></tr><tr><td>20 TRANSP</td><td>16,225.55 UP</td><td>10.05 OR</td><td>0.06% </td></tr><tr><td>15 UTILS</td><td>844.23 UP</td><td>9.80 OR</td><td>1.17% </td></tr><tr><td>65 STOCKS</td><td>12,478.35 UP</td><td>40.01 OR</td><td>0.32% </td></tr></tbody></table></pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2024 16:05 ET (21:05 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Dow Jones PRELIMINARY CLOSING Averages: DJIA 38,797.38 UP 125.69</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Jones PRELIMINARY CLOSING Averages: DJIA 38,797.38 UP 125.69\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\">2024-02-13 05:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre><table><tbody><tr><td>30 INDUS</td><td>38,797.38 UP</td><td>125.69 OR</td><td>0.33% </td></tr><tr><td>20 TRANSP</td><td>16,225.55 UP</td><td>10.05 OR</td><td>0.06% </td></tr><tr><td>15 UTILS</td><td>844.23 UP</td><td>9.80 OR</td><td>1.17% </td></tr><tr><td>65 STOCKS</td><td>12,478.35 UP</td><td>40.01 OR</td><td>0.32% </td></tr></tbody></table></pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2024 16:05 ET (21:05 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJX":"1/100道琼斯",".DJI":"道琼斯","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares","UDOW":"道指三倍做多ETF-ProShares","DXD":"道指两倍做空ETF","UP":"Wheels Up Experience Inc.","DJIA":"GLOBAL X DOW 30® COVERED CALL ETF","BK4008":"航空公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411389874","content_text":"30 INDUS38,797.38 UP125.69 OR0.33% 20 TRANSP16,225.55 UP10.05 OR0.06% 15 UTILS844.23 UP9.80 OR1.17% 65 STOCKS12,478.35 UP40.01 OR0.32% \n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2024 16:05 ET (21:05 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273947080737016,"gmtCreate":1707919405621,"gmtModify":1707919408894,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLUG 20240621 4.5 PUT\">$PLUG 20240621 4.5 PUT$ </a> h0021Eheetemm9<a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2403(YMmain)$ </a> ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr","listText":"<a href=\"https://ttm.financial/OPT/PLUG 20240621 4.5 PUT\">$PLUG 20240621 4.5 PUT$ </a> h0021Eheetemm9<a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2403(YMmain)$ </a> ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr","text":"$PLUG 20240621 4.5 PUT$ h0021Eheetemm9$E-mini Dow Jones - main 2403(YMmain)$ ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273947080737016","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273944135790752,"gmtCreate":1707918685006,"gmtModify":1707918828721,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"C21<a href=\"https://ttm.financial/FUT/YM2403\">$E-mini Dow Jones - Mar 2024(YM2403)$&nbsp;</a> ?? Where's the ceo or&nbsp; the man who shows the primintual efflective knouns 21 1... 31241142 in heaa? Or no trou lent u all monds just&nbsp; .... yeaah or I'm just demo DC..&nbsp; ahh i seem alot but yeahh I run off this one and I'm getting whitee ankkey but yeahh naa hey say nouse say I'm in but yeahh.&nbsp; 01ubub45our .. I just no to know not or notsk a white light in a dramp sitrolapption being a wrong ...said .... near Ron drank off ya debloblessings...? S.O.A.I.M.N.B.EEH .&nbsp; NeHh. ..01scoullup...ccmT.H","listText":"C21<a href=\"https://ttm.financial/FUT/YM2403\">$E-mini Dow Jones - Mar 2024(YM2403)$&nbsp;</a> ?? Where's the ceo or&nbsp; the man who shows the primintual efflective knouns 21 1... 31241142 in heaa? Or no trou lent u all monds just&nbsp; .... yeaah or I'm just demo DC..&nbsp; ahh i seem alot but yeahh I run off this one and I'm getting whitee ankkey but yeahh naa hey say nouse say I'm in but yeahh.&nbsp; 01ubub45our .. I just no to know not or notsk a white light in a dramp sitrolapption being a wrong ...said .... near Ron drank off ya debloblessings...? S.O.A.I.M.N.B.EEH .&nbsp; NeHh. ..01scoullup...ccmT.H","text":"C21$E-mini Dow Jones - Mar 2024(YM2403)$ ?? Where's the ceo or the man who shows the primintual efflective knouns 21 1... 31241142 in heaa? Or no trou lent u all monds just .... yeaah or I'm just demo DC.. ahh i seem alot but yeahh I run off this one and I'm getting whitee ankkey but yeahh naa hey say nouse say I'm in but yeahh. 01ubub45our .. I just no to know not or notsk a white light in a dramp sitrolapption being a wrong ...said .... near Ron drank off ya debloblessings...? S.O.A.I.M.N.B.EEH . NeHh. ..01scoullup...ccmT.H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273944135790752","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273717810016552,"gmtCreate":1707863588649,"gmtModify":1707863592147,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> 21 hehh 0021-59hehilvve","listText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> 21 hehh 0021-59hehilvve","text":"$PLUG 20250117 2.5 PUT$ 21 hehh 0021-59hehilvve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/273717810016552","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273717342154888,"gmtCreate":1707863462864,"gmtModify":1707872283234,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts<a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2403(YMmain)$ </a> All 21","listText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts<a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2403(YMmain)$ </a> All 21","text":"$PLUG 20250117 2.5 PUT$ mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts$E-mini Dow Jones - main 2403(YMmain)$ All 21","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273717342154888","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273717238116432,"gmtCreate":1707863376163,"gmtModify":1707872283066,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts 6111641041104366111041411003466216134now Sci ci scolllarr","listText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts 6111641041104366111041411003466216134now Sci ci scolllarr","text":"$PLUG 20250117 2.5 PUT$ mine is the dear Clarissa pehhhhiiitccchh 002124110111014hmm00213hh skouuewwwl1nnne soyllowww hemm ohwweeee O1uoonnmmeheh HAAHa2120042114 Xxx Acts 6111641041104366111041411003466216134now Sci ci scolllarr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273717238116432","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":286719873376320,"gmtCreate":1711022401403,"gmtModify":1711022405655,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Elon musk is the man ...01","listText":"Elon musk is the man ...01","text":"Elon musk is the man ...01","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286719873376320","repostId":"1103756807","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273717810016552,"gmtCreate":1707863588649,"gmtModify":1707863592147,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> 21 hehh 0021-59hehilvve","listText":"<a href=\"https://ttm.financial/OPT/PLUG 20250117 2.5 PUT\">$PLUG 20250117 2.5 PUT$ </a> 21 hehh 0021-59hehilvve","text":"$PLUG 20250117 2.5 PUT$ 21 hehh 0021-59hehilvve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/273717810016552","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273706458497264,"gmtCreate":1707860836773,"gmtModify":1707860840405,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"21//<a href=\"https://ttm.financial/U/4151541638330712\">@Pradyumn</a>: //<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:🌟🌟🌟I am a long term investor of&nbsp;<a href=\"https://ttm.financial/S/02800\">$TRACKER FUND OF HONG KONG(02800)$ </a> which is the largest ETF trading in the Hang Seng Index.&nbsp; I like this ETF because in just 1 trade I gain access to the largest and strongest blue chip stocks trading in the Hong Kong market. The Top 10 holdings include HSBC,&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v> AIA Group, China Construc","listText":"21//<a href=\"https://ttm.financial/U/4151541638330712\">@Pradyumn</a>: //<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:🌟🌟🌟I am a long term investor of&nbsp;<a href=\"https://ttm.financial/S/02800\">$TRACKER FUND OF HONG KONG(02800)$ </a> which is the largest ETF trading in the Hang Seng Index.&nbsp; I like this ETF because in just 1 trade I gain access to the largest and strongest blue chip stocks trading in the Hong Kong market. The Top 10 holdings include HSBC,&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v> AIA Group, China Construc","text":"21//@Pradyumn: //@koolgal:🌟🌟🌟I am a long term investor of $TRACKER FUND OF HONG KONG(02800)$ which is the largest ETF trading in the Hang Seng Index. I like this ETF because in just 1 trade I gain access to the largest and strongest blue chip stocks trading in the Hong Kong market. The Top 10 holdings include HSBC, $Alibaba(09988)$ $Alibaba(BABA)$ $TENCENT(00700)$ AIA Group, China Construc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/273706458497264","repostId":"271709084553232","repostType":1,"repost":{"id":271709084553232,"gmtCreate":1707359738653,"gmtModify":1707371402744,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【🎁有獎話題】香港ETF投資寶典：點樣選擇最合適嘅ETF？","htmlText":"小虎們，近期港股中概股利好政策頻發！[Cool]有機構認為“機會是跌出來的”，目前投資者的目光可以聚焦於中概股，來尋找潛在的機遇！[666]那麼你知道如何在香港市場挑選出一隻讓自己稱心如意的合適ETF嗎？[YoYo]近年來，ETF（交易型開放式指數基金）產品在香港市場變得愈發流行，從最初的僅追蹤恆生指數的盈富基金，到如今香港市場上流通的ETF產品已超過200只。ETF相較於傳統基金具有更低的交易成本和管理費，並可以直接進行“T+0”交易，其高透明度兼具股票和基金的特色，有助於投資者分散投資並降低投資風險，因此受到了廣大投資者的歡迎。以下是香港股市市場交易的ETF的主要分類：大型指數ETF：這些ETF主要追蹤各大市場指數。例如，追蹤恆生指數的 <a href=\"https://ttm.financial/S/02800\">$盈富基金(02800)$</a> 是港股市場規模最大的ETF。此外，還有追蹤恆生中國指數的 <a href=\"https://ttm.financial/S/02828\">$恆生中國企業(02828)$</a> ，以及近年來推出的追蹤恆生科技指數的 <a href=\"https://ttm.financial/S/03033\">$南方恆生科技(03033)$</a> 和 <a href=\"https://ttm.financial/S/03067\">$安碩恆生科技(03067)$</a> 。A股ETF：香港市場也有衆多追蹤內地A股的ETF。其中交易量最多的是追蹤上證50指數和滬深300指數的 <a href=\"https://ttm.financial/S/02822\">$南方A50(02822)$</a> 和 <a href=\"https://ttm.financial/S/03188\">$華夏滬深三百(03188)$</a> 。此外，還有追蹤創業板的","listText":"小虎們，近期港股中概股利好政策頻發！[Cool]有機構認為“機會是跌出來的”，目前投資者的目光可以聚焦於中概股，來尋找潛在的機遇！[666]那麼你知道如何在香港市場挑選出一隻讓自己稱心如意的合適ETF嗎？[YoYo]近年來，ETF（交易型開放式指數基金）產品在香港市場變得愈發流行，從最初的僅追蹤恆生指數的盈富基金，到如今香港市場上流通的ETF產品已超過200只。ETF相較於傳統基金具有更低的交易成本和管理費，並可以直接進行“T+0”交易，其高透明度兼具股票和基金的特色，有助於投資者分散投資並降低投資風險，因此受到了廣大投資者的歡迎。以下是香港股市市場交易的ETF的主要分類：大型指數ETF：這些ETF主要追蹤各大市場指數。例如，追蹤恆生指數的 <a href=\"https://ttm.financial/S/02800\">$盈富基金(02800)$</a> 是港股市場規模最大的ETF。此外，還有追蹤恆生中國指數的 <a href=\"https://ttm.financial/S/02828\">$恆生中國企業(02828)$</a> ，以及近年來推出的追蹤恆生科技指數的 <a href=\"https://ttm.financial/S/03033\">$南方恆生科技(03033)$</a> 和 <a href=\"https://ttm.financial/S/03067\">$安碩恆生科技(03067)$</a> 。A股ETF：香港市場也有衆多追蹤內地A股的ETF。其中交易量最多的是追蹤上證50指數和滬深300指數的 <a href=\"https://ttm.financial/S/02822\">$南方A50(02822)$</a> 和 <a href=\"https://ttm.financial/S/03188\">$華夏滬深三百(03188)$</a> 。此外，還有追蹤創業板的","text":"小虎們，近期港股中概股利好政策頻發！[Cool]有機構認為“機會是跌出來的”，目前投資者的目光可以聚焦於中概股，來尋找潛在的機遇！[666]那麼你知道如何在香港市場挑選出一隻讓自己稱心如意的合適ETF嗎？[YoYo]近年來，ETF（交易型開放式指數基金）產品在香港市場變得愈發流行，從最初的僅追蹤恆生指數的盈富基金，到如今香港市場上流通的ETF產品已超過200只。ETF相較於傳統基金具有更低的交易成本和管理費，並可以直接進行“T+0”交易，其高透明度兼具股票和基金的特色，有助於投資者分散投資並降低投資風險，因此受到了廣大投資者的歡迎。以下是香港股市市場交易的ETF的主要分類：大型指數ETF：這些ETF主要追蹤各大市場指數。例如，追蹤恆生指數的 $盈富基金(02800)$ 是港股市場規模最大的ETF。此外，還有追蹤恆生中國指數的 $恆生中國企業(02828)$ ，以及近年來推出的追蹤恆生科技指數的 $南方恆生科技(03033)$ 和 $安碩恆生科技(03067)$ 。A股ETF：香港市場也有衆多追蹤內地A股的ETF。其中交易量最多的是追蹤上證50指數和滬深300指數的 $南方A50(02822)$ 和 $華夏滬深三百(03188)$ 。此外，還有追蹤創業板的","images":[{"img":"https://community-static.tradeup.com/news/54bf4450751ed075ada9ae9f3862fce3","width":"640","height":"360"},{"img":"https://community-static.tradeup.com/news/ab5a81d2b43dfe89a13dfd25e7531bae","width":"1220","height":"1876"},{"img":"https://community-static.tradeup.com/news/2952f781a359ccaebd1b3826ab802884","width":"1175","height":"1135"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271709084553232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276183083671840,"gmtCreate":1708457678247,"gmtModify":1708457680930,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276183083671840","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274158608838848,"gmtCreate":1707971195978,"gmtModify":1707971422170,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Yo I technically invented this ai, shit but I'm wondering&nbsp; why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using&nbsp; the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses,&nbsp; we Wang something... tag emm&nbsp;","listText":"Yo I technically invented this ai, shit but I'm wondering&nbsp; why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using&nbsp; the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses,&nbsp; we Wang something... tag emm&nbsp;","text":"Yo I technically invented this ai, shit but I'm wondering why it's all around many ,many businesses but now the second time I've mentioned it but why the hell does it not get me anything... I've seen and gone down the action of using the demo as my funded account as it says so too but no real money has come from it or any help to progress on my bills and even earnings but yeah its... well useful does its wonders but I'm sitting here wondering why I am not getting funds or even singley getting these funds and a price if not all if it cause ... well you use it pay your part ...? It floats your business...? Hand it over... not yours and yous should know businesses, we Wang something... tag emm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274158608838848","repostId":"2411555999","repostType":2,"repost":{"id":"2411555999","pubTimestamp":1707974506,"share":"https://www.laohu8.com/m/news/2411555999?lang=&edition=full","pubTime":"2024-02-15 13:21","market":"us","language":"en","title":"It's Time to Take Some Chips off the Table With AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2411555999","media":"InvestorPlace","summary":"Riding the AI chip wave to higher prices has been a winning strategy for AMD stock over the past year, but a correction may be imminent.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a>: AMD’s price has surged due to investors’ recognition of its AI growth potential.</p></li><li><p>Riding the AI wave has been profitable for investors, but it’s time to cash in.</p></li><li><p>AMD stock is at high risk of a price correction despite substance backing the bull case.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f9b3a0f03ecb0af968d06c36b8deed\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: JHVEPhoto / Shutterstock.com</p><p>Advanced Micro Devices shares have skyrocketed in price over the past twelve months. AMD stock has surged by 106.8% during this timeframe. Riding the AI wave has been profitable, but now may not be the right time to enter. Nor is it a good reason to “let it ride,” on the view that the runaway rally for the chip designer’s shares will carry on in the months ahead.</p><p>Although there’s been just as much, if not more, substance, not hype driving the stock’s convincing performance, after moving too far, too soon, shares could start to top off and risk a price correction.</p><h3 id=\"id_530077245\">AMD Stock: In Bubble Territory, Despite Substance to AI Bull Case</h3><p>With some AI stocks, investor hype is clearly well over substance. A good example is C3.ai. C3.ai has ginned out a lot of excitement about its potential to capitalize on the generative AI mega-trend, but has yet to really do so (based on its latest earnings results)</p><p>Again though, with AMD stock, one can say that there is a substantive AI bull case to be made. With December’s unveiling of AMD’s Instinct MI300 series of accelerators, the company is cashing in on the AI chip boom. Based on management’s upwardly revised forecasts, AI chip sales could total $3.5 billion this year.</p><p>Better yet, this forecast may be conservative. Per analysts at Citi, AI chip sales during 2024 could come in at $5 billion. In 2025, sales could hit $8 billion.</p><p>Yet while this could have a dramatic impact on AMD’s top and bottom lines, the issue is that investors have arguably priced-in these aggressive forecasts. Perhaps, too aggressively.</p><p>It’s the same situation with other AI stocks, including high-quality ones. Now “priced for perfection,” and possibly in bubble territory right now, it may not take much to spark a price correction.</p><h3 id=\"id_2834307624\">The Next Wave of Turbulence</h3><p>As I argued last month, the AI stocks bubble, just like the dotcom and EV stock bubbles before it, will come to an end. This is poised to happen, even as the underlying trend that caused the bubble in the first place (the rise of generative AI) continues.</p><p>Many things could lead to the bubble screeching to a halt. For instance, further sign from the Federal Reserve that it will be cautious in its lowering of interest rates. This could throw the market (anticipating a more rapid move to lower) in for a loop.</p><p>Even if the current bubble continues for another year or so, ahead of the final few waves of investor exuberance, could come a few waves of turbulence. Over the next few months, AMD stock could hold steady. Shares may even keep inching higher.</p><p>Come May 1, however, shares could once again make a big move, and not in a good way. That’s when Advanced Micro Devices has its next quarterly earnings release. If AMD’s initial AI chip sales fall short of “perfection,” it may elicit a negative reaction, in contrast to the mixed reaction to last month’s earnings release.</p><h3 id=\"id_4105755270\">Bottom Line: Sell if You Own, ‘Watch and Wait’ if You’ve Yet to Buy</h3><p>Don’t get me wrong. In the coming years, the growth of the AI chip market, coupled with a comeback in demand for CPUs and GPUs for non-AI end user markets (like PCs and gaming), will likely result in steady earnings growth over the next few years.</p><p>However, with the risk of Advanced Micro Devices shares, after their hot run in 2023 and in early 2024, delivering less-stellar (or even negative) returns in the near-term, a change in your approach is warranted.</p><p>If you currently hold AMD in your portfolio, it’s time to take some chips off the table. If you’ve yet to add this top-performing AI chips play, resist the “FOMO,” and sit on the sidelines.</p><p>Whether because of a deflating/bursting of the AI stocks bubble, or from this stock experiencing some post-earnings turbulence, a better AMD stock entry point may be just around the corner.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Time to Take Some Chips off the Table With AMD Stock</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\">\nIt's Time to Take Some Chips off the Table With AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/its-time-to-take-some-chips-off-the-table-with-amd-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices : AMD’s price has surged due to investors’ recognition of its AI growth potential.Riding the AI wave has been profitable for investors, but it’s time to cash in.AMD stock is at ...</p>\n\n<a href=\"https://investorplace.com/2024/02/its-time-to-take-some-chips-off-the-table-with-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://investorplace.com/2024/02/its-time-to-take-some-chips-off-the-table-with-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411555999","content_text":"Advanced Micro Devices : AMD’s price has surged due to investors’ recognition of its AI growth potential.Riding the AI wave has been profitable for investors, but it’s time to cash in.AMD stock is at high risk of a price correction despite substance backing the bull case.Source: JHVEPhoto / Shutterstock.comAdvanced Micro Devices shares have skyrocketed in price over the past twelve months. AMD stock has surged by 106.8% during this timeframe. Riding the AI wave has been profitable, but now may not be the right time to enter. Nor is it a good reason to “let it ride,” on the view that the runaway rally for the chip designer’s shares will carry on in the months ahead.Although there’s been just as much, if not more, substance, not hype driving the stock’s convincing performance, after moving too far, too soon, shares could start to top off and risk a price correction.AMD Stock: In Bubble Territory, Despite Substance to AI Bull CaseWith some AI stocks, investor hype is clearly well over substance. A good example is C3.ai. C3.ai has ginned out a lot of excitement about its potential to capitalize on the generative AI mega-trend, but has yet to really do so (based on its latest earnings results)Again though, with AMD stock, one can say that there is a substantive AI bull case to be made. With December’s unveiling of AMD’s Instinct MI300 series of accelerators, the company is cashing in on the AI chip boom. Based on management’s upwardly revised forecasts, AI chip sales could total $3.5 billion this year.Better yet, this forecast may be conservative. Per analysts at Citi, AI chip sales during 2024 could come in at $5 billion. In 2025, sales could hit $8 billion.Yet while this could have a dramatic impact on AMD’s top and bottom lines, the issue is that investors have arguably priced-in these aggressive forecasts. Perhaps, too aggressively.It’s the same situation with other AI stocks, including high-quality ones. Now “priced for perfection,” and possibly in bubble territory right now, it may not take much to spark a price correction.The Next Wave of TurbulenceAs I argued last month, the AI stocks bubble, just like the dotcom and EV stock bubbles before it, will come to an end. This is poised to happen, even as the underlying trend that caused the bubble in the first place (the rise of generative AI) continues.Many things could lead to the bubble screeching to a halt. For instance, further sign from the Federal Reserve that it will be cautious in its lowering of interest rates. This could throw the market (anticipating a more rapid move to lower) in for a loop.Even if the current bubble continues for another year or so, ahead of the final few waves of investor exuberance, could come a few waves of turbulence. Over the next few months, AMD stock could hold steady. Shares may even keep inching higher.Come May 1, however, shares could once again make a big move, and not in a good way. That’s when Advanced Micro Devices has its next quarterly earnings release. If AMD’s initial AI chip sales fall short of “perfection,” it may elicit a negative reaction, in contrast to the mixed reaction to last month’s earnings release.Bottom Line: Sell if You Own, ‘Watch and Wait’ if You’ve Yet to BuyDon’t get me wrong. In the coming years, the growth of the AI chip market, coupled with a comeback in demand for CPUs and GPUs for non-AI end user markets (like PCs and gaming), will likely result in steady earnings growth over the next few years.However, with the risk of Advanced Micro Devices shares, after their hot run in 2023 and in early 2024, delivering less-stellar (or even negative) returns in the near-term, a change in your approach is warranted.If you currently hold AMD in your portfolio, it’s time to take some chips off the table. If you’ve yet to add this top-performing AI chips play, resist the “FOMO,” and sit on the sidelines.Whether because of a deflating/bursting of the AI stocks bubble, or from this stock experiencing some post-earnings turbulence, a better AMD stock entry point may be just around the corner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274076544819408,"gmtCreate":1707951128244,"gmtModify":1707951132899,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"I want use and buy a Carr...,","listText":"I want use and buy a Carr...,","text":"I want use and buy a 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1711028385,"share":"https://www.laohu8.com/m/news/1103756807?lang=&edition=full","pubTime":"2024-03-21 21:39","market":"us","language":"en","title":"Astera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1103756807","media":"Tiger Newspress","summary":"Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider.The first trade of Astera Labs' stock $(ALAB)$ was at 12:39 p.m. Eastern for","content":"<html><head></head><body><p>Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider. Shares ended the day at $62.03, up 72% from the IPO price. Shares of Astera Labs continue to rise 20.2% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9707aae5b7aede5bc752ebb1b1a582f\" title=\"\" tg-width=\"799\" tg-height=\"619\"/></p><p>With about 152.5 million shares outstanding after the IPO, the opening price implies a market capitalization for Astera of about $9.6 billion.</p><p>The connectivity-focused semiconductor company, which raised $713 million in its IPO, debuted on the Nasdaq under the ticker symbol &#34;ALAB.&#34;</p><p>Astera Labs plays into the artificial-intelligence craze through its work in chip connectivity. There&#39;s been a proliferation of AI chips recently, but Astera Labs says customers won&#39;t be able to get the most out of them without technology that helps AI chips connect and communicate with other aspects of a data center.</p><p>&#34;Processors do a phenomenal job with computational functions,&#34; President Sanjay Gajendra told MarketWatch, but Astera Labs&#39; products help them interconnect.</p><p>Chief Executive Jitendra Mohan said that the AI work processors are trying to do in data centers is akin to a marathon run at sprint speed, which can be tiring. Astera Labs&#39; technology tries to convert that marathon into a relay race, he said, with processors sending signals to Astera Labs products that enable data-center components to talk with one another.</p><p>The company remains unprofitable, though its $26.3 million net loss during 2023 was about half of the $58.3 million loss that the company logged a year before. Revenue for 2023 rose to $115.8 million from $79.9 million.</p><p>The company has been reducing its revenue concentration from its largest customers, though the top three made up about 70% of the company&#39;s sales last year.</p><p>Because Astera Labs sells to larger hyperscaler customers, its revenue is naturally concentrated, according to Mohan, but he noted that the company sells multiple products to those customers. Meanwhile, it&#39;s perhaps &#34;less known&#34; that the company sells to original equipment manufacturers, he added.</p><p>Mohan, Gajendra and Casey Morrison launched the business in a garage, and the three of them continue to hold operational roles at Astera Labs, with Morrison serving as chief product officer.</p><p>He flagged the diversity of the company&#39;s product offerings, which include Aries for extending connectivity between processors, Taurus for extending servers and switches over ethernet and Leo for expanding memory access.</p><p>Chip stocks have gotten a nice boost recently, with the PHLX Semiconductor Index SOX up about 51% over the past 12 months.</p><p>Gajendra said the company opted to go public now because AI is &#34;everywhere,&#34; and Astera Labs has big aims. It aspires to be &#34;the next big leader in AI and computing,&#34; he said.</p><p>The company will use its IPO proceeds in part to accelerate development and grow its staff.</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>Astera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day</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\">\nAstera Labs' Stock Continues to Soar 20% After a 72% Rally On First Trading Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-21 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider. Shares ended the day at $62.03, up 72% from the IPO price. Shares of Astera Labs continue to rise 20.2% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9707aae5b7aede5bc752ebb1b1a582f\" title=\"\" tg-width=\"799\" tg-height=\"619\"/></p><p>With about 152.5 million shares outstanding after the IPO, the opening price implies a market capitalization for Astera of about $9.6 billion.</p><p>The connectivity-focused semiconductor company, which raised $713 million in its IPO, debuted on the Nasdaq under the ticker symbol &#34;ALAB.&#34;</p><p>Astera Labs plays into the artificial-intelligence craze through its work in chip connectivity. There&#39;s been a proliferation of AI chips recently, but Astera Labs says customers won&#39;t be able to get the most out of them without technology that helps AI chips connect and communicate with other aspects of a data center.</p><p>&#34;Processors do a phenomenal job with computational functions,&#34; President Sanjay Gajendra told MarketWatch, but Astera Labs&#39; products help them interconnect.</p><p>Chief Executive Jitendra Mohan said that the AI work processors are trying to do in data centers is akin to a marathon run at sprint speed, which can be tiring. Astera Labs&#39; technology tries to convert that marathon into a relay race, he said, with processors sending signals to Astera Labs products that enable data-center components to talk with one another.</p><p>The company remains unprofitable, though its $26.3 million net loss during 2023 was about half of the $58.3 million loss that the company logged a year before. Revenue for 2023 rose to $115.8 million from $79.9 million.</p><p>The company has been reducing its revenue concentration from its largest customers, though the top three made up about 70% of the company&#39;s sales last year.</p><p>Because Astera Labs sells to larger hyperscaler customers, its revenue is naturally concentrated, according to Mohan, but he noted that the company sells multiple products to those customers. Meanwhile, it&#39;s perhaps &#34;less known&#34; that the company sells to original equipment manufacturers, he added.</p><p>Mohan, Gajendra and Casey Morrison launched the business in a garage, and the three of them continue to hold operational roles at Astera Labs, with Morrison serving as chief product officer.</p><p>He flagged the diversity of the company&#39;s product offerings, which include Aries for extending connectivity between processors, Taurus for extending servers and switches over ethernet and Leo for expanding memory access.</p><p>Chip stocks have gotten a nice boost recently, with the PHLX Semiconductor Index SOX up about 51% over the past 12 months.</p><p>Gajendra said the company opted to go public now because AI is &#34;everywhere,&#34; and Astera Labs has big aims. It aspires to be &#34;the next big leader in AI and computing,&#34; he said.</p><p>The company will use its IPO proceeds in part to accelerate development and grow its staff.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALAB":"Astera Labs, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103756807","content_text":"Astera Labs got a warm reception in its Wall Street debut Wednesday, giving investors yet another hot chip play to consider. Shares ended the day at $62.03, up 72% from the IPO price. Shares of Astera Labs continue to rise 20.2% in premarket trading on Thursday.With about 152.5 million shares outstanding after the IPO, the opening price implies a market capitalization for Astera of about $9.6 billion.The connectivity-focused semiconductor company, which raised $713 million in its IPO, debuted on the Nasdaq under the ticker symbol \"ALAB.\"Astera Labs plays into the artificial-intelligence craze through its work in chip connectivity. There's been a proliferation of AI chips recently, but Astera Labs says customers won't be able to get the most out of them without technology that helps AI chips connect and communicate with other aspects of a data center.\"Processors do a phenomenal job with computational functions,\" President Sanjay Gajendra told MarketWatch, but Astera Labs' products help them interconnect.Chief Executive Jitendra Mohan said that the AI work processors are trying to do in data centers is akin to a marathon run at sprint speed, which can be tiring. Astera Labs' technology tries to convert that marathon into a relay race, he said, with processors sending signals to Astera Labs products that enable data-center components to talk with one another.The company remains unprofitable, though its $26.3 million net loss during 2023 was about half of the $58.3 million loss that the company logged a year before. Revenue for 2023 rose to $115.8 million from $79.9 million.The company has been reducing its revenue concentration from its largest customers, though the top three made up about 70% of the company's sales last year.Because Astera Labs sells to larger hyperscaler customers, its revenue is naturally concentrated, according to Mohan, but he noted that the company sells multiple products to those customers. Meanwhile, it's perhaps \"less known\" that the company sells to original equipment manufacturers, he added.Mohan, Gajendra and Casey Morrison launched the business in a garage, and the three of them continue to hold operational roles at Astera Labs, with Morrison serving as chief product officer.He flagged the diversity of the company's product offerings, which include Aries for extending connectivity between processors, Taurus for extending servers and switches over ethernet and Leo for expanding memory access.Chip stocks have gotten a nice boost recently, with the PHLX Semiconductor Index SOX up about 51% over the past 12 months.Gajendra said the company opted to go public now because AI is \"everywhere,\" and Astera Labs has big aims. It aspires to be \"the next big leader in AI and computing,\" he said.The company will use its IPO proceeds in part to accelerate development and grow its staff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303654720016424,"gmtCreate":1715154796863,"gmtModify":1715154800581,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$ </a>&nbsp; X10110101114911677 Cc X1102110X22","listText":"&nbsp;<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a><a href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$ </a>&nbsp; X10110101114911677 Cc X1102110X22","text":"$DJIA(.DJI)$ $Berkshire Hathaway(BRK.A)$ X10110101114911677 Cc X1102110X22","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303654720016424","repostId":"2433625047","repostType":4,"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272057459282200,"gmtCreate":1707458073651,"gmtModify":1707458077408,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"10","listText":"10","text":"10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/272057459282200","repostId":"2409222557","repostType":2,"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"content":"I want it in my bank account 04-2023-0899193-00","text":"I want it in my bank account 04-2023-0899193-00","html":"I want it in my bank account 04-2023-0899193-00"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253891273146640,"gmtCreate":1703021829433,"gmtModify":1703021834822,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Obtackian I am going true","listText":"Obtackian I am going true","text":"Obtackian I am going true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/253891273146640","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303633515294808,"gmtCreate":1715149622685,"gmtModify":1715149830151,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"0021110242 X Mex..","listText":"0021110242 X Mex..","text":"0021110242 X Mex..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303633515294808","repostId":"1167671456","repostType":4,"repost":{"id":"1167671456","pubTimestamp":1715138100,"share":"https://www.laohu8.com/m/news/1167671456?lang=&edition=full","pubTime":"2024-05-08 11:15","market":"us","language":"en","title":"New Apple M4 Chip Threatens to Dethrone Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1167671456","media":"InvestorPlace","summary":"Is Apple going to be the next AI breakout sensation?","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Apple</strong> (<strong>AAPL</strong>) has its sights on breaking into the artificial intelligence (AI) market.</p></li><li><p>The tech giant recently released the M4 chip and enthusiasm is high.</p></li><li><p>Apple is also reportedly at work on a new AI server project that could further change the game.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e91eb5e3b47c4084909245696b1d9fdd\" alt=\"Source: Eric Broder Van Dyke / Shutterstock.com\" title=\"Source: Eric Broder Van Dyke / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Eric Broder Van Dyke / Shutterstock.com</span></p><p style=\"text-align: start;\">One tech leader is gearing up to challenge <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>) as a powerful new rival. Indeed, <strong>Apple </strong>(NASDAQ:<strong>AAPL</strong>) reportedly wants to produce its own chips for artificial intelligence (AI) software in data centers. According to <em>The Wall Street Journal</em>, the company has been working on this device — internally codenamed Project ACDC (Apple Chips in Data Center) — for years.</p><p style=\"text-align: start;\">Apple hasn’t officially commented on this server project yet. But it recently reminded investors that it’s taking major steps toward cementing its place in the AI race. Today, the tech firm also announced that its M4 system on a chip (SoC) will power the new iPad Pro. AAPL stock closed the day in the green amid growing enthusiasm for the Silicon Valley darling.</p><p>Of course, this is good news for Apple. But if the company’s foray into AI and chips continues, Nvidia may finally have an opponent to seriously threaten its market share.</p><h2 id=\"id_1302189227\" style=\"text-align: start;\">AAPL Stock in the Age of the M4 Chip</h2><p style=\"text-align: start;\">Tech enthusiasts would likely have lined up for the new iPad Pro no matter what. But with the added incentive of a powerful new chip helping usher in a new stage of the AI revolution, interest in this sleek new device will be even higher. With that in mind, it’s easy to see why AAPL stock surged today and NVDA stock dipped, as the threat of a dangerous new competitor may be beginning to loom.</p><p style=\"text-align: start;\">What makes the M4 chip special? Apple provided an in-depth overview of why this innovation matters for both investors and consumers:</p><blockquote><p><em>“[The] M4 has Apple’s fastest Neural Engine ever, capable of up to 38 trillion operations per second, which is faster than the neural processing unit of any AI PC today. Combined with faster memory bandwidth, along with next-generation machine learning (ML) accelerators in the CPU, and a high-performance GPU, M4 makes the new iPad Pro an outrageously powerful device for artificial intelligence.”</em></p></blockquote><p>This catalyst is likely exactly what Apple needs to bolster to its place as a pillar of Silicon Valley. Despite some recent momentum, AAPL stock remains in the red so far this year and some experts have expressed concern. One analyst at Barclays recently reiterated a “sell” rating on AAPL stock. Still, it’s hard to keep a sector leader down — and Apple has repeatedly proven its resilience and ability to continue innovating.</p><h2 id=\"id_3494859389\" style=\"text-align: start;\">What Comes Next?</h2><p style=\"text-align: start;\">Apple is zeroing in on the next phase of AI technology all while the red-hot artificial intelligence market continues to surge. The company’s new M4 chip could signal a turning point for the tech giant and, as more updates on ACDC are released, AAPL stock may rise even further.</p><p style=\"text-align: start;\">All told, Apple is in an excellent position to secure a piece of this lucrative space.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New Apple M4 Chip Threatens to Dethrone Nvidia Stock</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\">\nNew Apple M4 Chip Threatens to Dethrone Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/new-apple-m4-chip-threatens-to-dethrone-nvidia-nvda-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (AAPL) has its sights on breaking into the artificial intelligence (AI) market.The tech giant recently released the M4 chip and enthusiasm is high.Apple is also reportedly at work on a new AI ...</p>\n\n<a href=\"https://investorplace.com/2024/05/new-apple-m4-chip-threatens-to-dethrone-nvidia-nvda-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://investorplace.com/2024/05/new-apple-m4-chip-threatens-to-dethrone-nvidia-nvda-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167671456","content_text":"Apple (AAPL) has its sights on breaking into the artificial intelligence (AI) market.The tech giant recently released the M4 chip and enthusiasm is high.Apple is also reportedly at work on a new AI server project that could further change the game.Source: Eric Broder Van Dyke / Shutterstock.comOne tech leader is gearing up to challenge Nvidia (NASDAQ:NVDA) as a powerful new rival. Indeed, Apple (NASDAQ:AAPL) reportedly wants to produce its own chips for artificial intelligence (AI) software in data centers. According to The Wall Street Journal, the company has been working on this device — internally codenamed Project ACDC (Apple Chips in Data Center) — for years.Apple hasn’t officially commented on this server project yet. But it recently reminded investors that it’s taking major steps toward cementing its place in the AI race. Today, the tech firm also announced that its M4 system on a chip (SoC) will power the new iPad Pro. AAPL stock closed the day in the green amid growing enthusiasm for the Silicon Valley darling.Of course, this is good news for Apple. But if the company’s foray into AI and chips continues, Nvidia may finally have an opponent to seriously threaten its market share.AAPL Stock in the Age of the M4 ChipTech enthusiasts would likely have lined up for the new iPad Pro no matter what. But with the added incentive of a powerful new chip helping usher in a new stage of the AI revolution, interest in this sleek new device will be even higher. With that in mind, it’s easy to see why AAPL stock surged today and NVDA stock dipped, as the threat of a dangerous new competitor may be beginning to loom.What makes the M4 chip special? Apple provided an in-depth overview of why this innovation matters for both investors and consumers:“[The] M4 has Apple’s fastest Neural Engine ever, capable of up to 38 trillion operations per second, which is faster than the neural processing unit of any AI PC today. Combined with faster memory bandwidth, along with next-generation machine learning (ML) accelerators in the CPU, and a high-performance GPU, M4 makes the new iPad Pro an outrageously powerful device for artificial intelligence.”This catalyst is likely exactly what Apple needs to bolster to its place as a pillar of Silicon Valley. Despite some recent momentum, AAPL stock remains in the red so far this year and some experts have expressed concern. One analyst at Barclays recently reiterated a “sell” rating on AAPL stock. Still, it’s hard to keep a sector leader down — and Apple has repeatedly proven its resilience and ability to continue innovating.What Comes Next?Apple is zeroing in on the next phase of AI technology all while the red-hot artificial intelligence market continues to surge. The company’s new M4 chip could signal a turning point for the tech giant and, as more updates on ACDC are released, AAPL stock may rise even further.All told, Apple is in an excellent position to secure a piece of this lucrative space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273947080737016,"gmtCreate":1707919405621,"gmtModify":1707919408894,"author":{"id":"4160754845793832","authorId":"4160754845793832","name":"SP.C","avatar":"https://community-static.tradeup.com/news/931720e16eae7b5e73a631aa2c2218e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLUG 20240621 4.5 PUT\">$PLUG 20240621 4.5 PUT$ </a> h0021Eheetemm9<a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2403(YMmain)$ </a> ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr","listText":"<a href=\"https://ttm.financial/OPT/PLUG 20240621 4.5 PUT\">$PLUG 20240621 4.5 PUT$ </a> h0021Eheetemm9<a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2403(YMmain)$ </a> ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr","text":"$PLUG 20240621 4.5 PUT$ h0021Eheetemm9$E-mini Dow Jones - main 2403(YMmain)$ ahh heritage tone onne twippically l8atted 881 dub 221416EHH ,SKillarr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273947080737016","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}