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12-17

Nvidia GPUs are not only for Ai ,its also for accelerated computing! The old X86 architectures have to be replaced not only in the US but around the world! Like AMD, Broadcom will get the crumbs! Lol! Dethrone Nvidia? Dream on... at least for the next 3-5 years!LG

Is Nvidia In Trouble? Why Broadcom Could Dethrone The AI King

12-17

Classic stock manipulation by market makers! Shake off the weak holders of Nvidia stock! FOMo will set in Later!

Nvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk

12-17

Hope Jansen Huang invests in any of the Quantum Computing companies!

24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%

12-04

Good idea! Elon is increasingly unhinged, unfocus! Retail investors have to be aware!

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08-23

What perfect timing to publish this story with this title a few days before earnings with this title!

Nvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor

07-19

Great! Elon edorses a anti EV rapist clown!

Trump Vows Action to End Electric Vehicle "Mandate" on Day One

07-10

Thank you Tesla short seller! I aim to buy more from u

Bets Against Apple, Nvidia, and Tesla Stock Are Blowing Up

03-07

😃👍

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03-06

There is HPE & DELL. Far better cheaper than SMCI!

Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?

03-01

Palantir? No brainer!

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02-29

Let's shoot to the moon! Thank you Alex & team!

No Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher

02-22

Margins ate high & real! Forward PE is 30 something! Bears if u cannot afford it walk on by! Nvdia just hitting the tipping point! We are going to party like 1995!

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02-02

Lol! As a shareholder i vote move the incorporation to Austin! Delaware is a joke Rescinding a bad agreement? How so? Look at the amazing ROI! A settlement that is fair & just to both sides...Not just the plaintiff but all shareholders & Elon's compensation!!!

Elon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion

01-18

Always remember! Tesla Bulls & Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...

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01-16

A super App!

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Go to Tiger App to see more news

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The old X86 architectures have to be replaced not only in the US but around the world! &nbsp;Like AMD, Broadcom will get the crumbs! &nbsp;Lol! Dethrone Nvidia? &nbsp;Dream on... at least for the next 3-5 years!LG","listText":"Nvidia GPUs are not only for Ai ,its also for accelerated computing! The old X86 architectures have to be replaced not only in the US but around the world! &nbsp;Like AMD, Broadcom will get the crumbs! &nbsp;Lol! Dethrone Nvidia? &nbsp;Dream on... at least for the next 3-5 years!LG","text":"Nvidia GPUs are not only for Ai ,its also for accelerated computing! The old X86 architectures have to be replaced not only in the US but around the world! Like AMD, Broadcom will get the crumbs! Lol! Dethrone Nvidia? Dream on... at least for the next 3-5 years!LG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/382691027374216","repostId":"1164492840","repostType":2,"repost":{"id":"1164492840","kind":"news","pubTimestamp":1734435900,"share":"https://ttm.financial/m/news/1164492840?lang=&edition=fundamental","pubTime":"2024-12-17 19:45","market":"us","language":"en","title":"Is Nvidia In Trouble? Why Broadcom Could Dethrone The AI King","url":"https://stock-news.laohu8.com/highlight/detail?id=1164492840","media":"Seeking Alpha","summary":"SummaryBroadcom Inc.'s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia's dominance.Broadcom's ASIC AI chips offer potential ","content":"<html><head></head><body><h2 id=\"id_3549525175\">Summary</h2><ul style=\"\"><li><p>Broadcom Inc.&#39;s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia&#39;s dominance.</p></li><li><p>Broadcom&#39;s ASIC AI chips offer potential cost and efficiency advantages over traditional GPUs, attracting significant interest from major tech companies.</p></li><li><p>Despite promising developments, Broadcom&#39;s stock appears overvalued post-rally, with a P/E of 36 and overbought technical indicators.</p></li><li><p>The future of AI hardware remains uncertain, with competition from Nvidia, AMD, and other players, making it prudent to hold rather than chase AVGO.</p></li><li><p>I am James Foord, an economist with a global approach to investing. I lead the investing group The Pragmatic Investor where the focus is on building a robust and truly diversified portfolios that will continually preserve and increase wealth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1aae79d658b04b5e1aa9c4dc9c46739e\" alt=\"vm\" title=\"vm\" tg-width=\"750\" tg-height=\"500\"/><span>vm</span></p><h2 id=\"id_3843577768\">Thesis Summary</h2><p><strong>Broadcom Inc.</strong> (NASDAQ:AVGO) joined the trillion-dollar club after investors were impressed following the last earnings.</p><p>It seems that AVGO could make a real dent in the AI chip market through ASIC AI chips, which could present an advantage to traditional GPUs.</p><p>The market seems to have awarded Broadcom the title of runner-up in the AI market, and perhaps even sees it as a contender to Nvidia’s (NVDA) throne.</p><p>I last rated AVGO a sell, as I believe that the hype around AI was overstated. In light of the recent earnings, I can’t deny that there’s some reason to believe AVGO’s AI chips could, in fact, compete with Nvidia.</p><p>The stock still seems overvalued after the recent rally, but I am upgrading to a Hold.</p><h2 id=\"id_3178658071\">Broadcom Pleases Investors</h2><p>Broadcom’s earnings came in slightly above expectations, but it was really the optimistic guidance in the numbers and the positive sentiment expressed in the earnings call that catapulted the stock to over $1 trillion market cap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d4ff9f66934c96206b9463fdb2fcd29\" alt=\"AVGO in charts (SA)\" title=\"AVGO in charts (SA)\" tg-width=\"984\" tg-height=\"424\"/><span>AVGO in charts (SA)</span></p><p>As we can see, Semiconductor Solutions increased the most QoQ, showing a very encouraging change in trend. While Infrastructure Software was flat, it’s still up near 200% YoY, and EBITDA increased over 50% YoY.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ae04397d8b921017cd843c93fc67f06\" alt=\"AVGO Earnings Snapshot (SA)\" title=\"AVGO Earnings Snapshot (SA)\" tg-width=\"927\" tg-height=\"448\"/><span>AVGO Earnings Snapshot (SA)</span></p><p>For Q1, AVGO expects revenues of $14.6 Billion, with adjusted EBITDA at a very impressive 66% margin.</p><p>This increase in margin and growth will no doubt be led by increasing sales of Broadcom’s ASIC AI Chip, which it calls XPUs.</p><blockquote><p>In 2027, we believe each of them plans to deploy 1 million XPU clusters across a single fabric. We expect this to represent an AI revenue Serviceable Addressable Market, or SAM, for XPUs and network in the range of $60 billion to $90 billion in fiscal 2027 alone</p></blockquote><p>Source: Earnings Call.</p><p>$90 billion in potential revenues by 2027 is substantial, even in the fast-growing world of AI. Broadcom has also secured notable partnerships, including Apple (AAPL), as it was recently announced that they will be working together on a custom AI chip.</p><p>We could be seeing a very significant shift in the AI market, which would explain why we are seeing AVGO rise while Nvidia&#39;s stock languishes.</p><h2 id=\"id_4015903085\">ASICs vs. GPU</h2><p>It’s not the first time we see a stock pop with just the mention of “AI revenues.” However, this time it feels a bit different.</p><p>Broadcom rallied over 20% following their earnings and is up almost 10% as I write this on Monday the 16th of November. Meanwhile, Nvidia’s stock is down again.</p><p>Where others have failed, it seems like AVGO could now succeed, thanks to its “novel” approach.</p><p>Rather than competing head-to-head with NVIDIA, Broadcom is offering an alternative to its customers, the XPU, which is not a GPU, but more closely resembles an application-specific integrated circuit.</p><h3 id=\"id_1193016362\">What’s the advantage of an ASIC?</h3><p>As the name implies, an ASIC chip is designed for specific purposes, and this means that it can potentially carry out the same task as a general-purpose GPU more efficiently, meaning faster and at a lower cost.</p><p>For example, Edge’s Sohu chip created specifically for inference theoretically outperforms the Blackwell.</p><blockquote><p>By focusing solely on transformer inference, the Sohu chip achieves remarkable efficiency and speed, processing over 500,000 tokens per second for models like Llama 70B - which they claim to be an order of magnitude faster and cheaper than even Nvidia’s next-generation Blackwell (B200) GPUs.</p></blockquote><p>Source: Medium.</p><p>This is what Broadcom is attempting to do with the XPU and its latest line of offerings. Rather than selling “out-of-the-box” GPUs, it can work directly with customers to build specific solutions.</p><p>Why would big players in the AI space want to do this?</p><ul style=\"\"><li><p>Potentially lower cost</p></li><li><p>Higher efficiency</p></li><li><p>Less dependence on Nvidia</p></li><li><p>More customization and control.</p></li></ul><h2 id=\"id_1421456889\">It’s Happened Before</h2><p>Quite interestingly, we’ve already seen this movie play out before. A few years ago, we saw a shift in the crypto-mining industry from GPU to specialized chips, ASICs.</p><p>A lot of the reasons that applied back then to crypto, could apply today to AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/df002ee8794246eed68b48a582ccbd87\" alt=\"ASIC VS GPU (ASIC marketplace)\" title=\"ASIC VS GPU (ASIC marketplace)\" tg-width=\"1280\" tg-height=\"818\"/><span>ASIC VS GPU (ASIC marketplace)</span></p><p>The key thing to understand here is that, as AI applications and systems become more widespread and understood, it may begin to pay off to build custom chips. These offer more versatility and specialization capabilities.</p><h2 id=\"id_1285800637\">Could this time be different?</h2><p>However, investors should not be so hasty when it comes to determining an AI winner. Yes, AVGO has shown a lot of promise in the last quarter, and the fact that it is already likely working with a lot of the big tech companies on “alternatives” to Nvidia’s GPUs, is encouraging news.</p><p>But that doesn’t mean ASICs will be the future, and it also doesn’t mean Broadcom will be the clear winner.</p><h3 id=\"id_2977880914\">The Ecosystem Matters</h3><p>Based on the evidence laid out above, one could come to believe that Nvidia’s days are numbered, but that’s not necessarily true.</p><p>Even with ASICs AI chips, there are still plenty of reasons to favor Nvidia chips.</p><ul style=\"\"><li><p>GPUs that can be used for many things can be more useful and less risky to buy</p></li><li><p>Nvidia has an established track record</p></li><li><p>Nvidia has CUDA and an established ecosystem.</p></li></ul><p>This last point is perhaps the most important one. AI isn’t just about the hardware, it’s also about the software, and CUDA has been regarded for a long time as a key moat and differentiating factor.</p><p>More importantly, Nvidia GPUs and CUDA have become the standard, so that’s what people know and build on. There are definitely huge network externalities that we can’t overlook.</p><h3 id=\"id_1249318255\">The Future of AI Is Uncertain</h3><p>On top of this, the future of AI is still very uncertain. It could be GPUs or custom chips, but it could also be TPUs, or Neural Processing Units (NPUs).</p><p>It’s already hard enough to predict what the future of AI will look like, and even harder to predict who the winners will be. AVGO has shown an encouraging trend in their latest earnings, but competition from smaller players, and even established players like Advanced Micro Devices (AMD) and Nvidia itself, should not be overlooked.</p><p>Even if GPUs were to become obsolete, would we expect Nvidia to just sit and watch this happen with arms crossed?</p><h2 id=\"id_638560697\">Is AVGO A Buy Right Now?</h2><p>Following the recent rally, Broadcom is certainly not cheap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6f0ad8fee7c20e559616528b49ac2ea\" alt=\"AVGO and Peers valuation (SA)\" title=\"AVGO and Peers valuation (SA)\" tg-width=\"1280\" tg-height=\"538\"/><span>AVGO and Peers valuation (SA)</span></p><p>With a P/E of 36, it&#39;s equally expensive as Advanced Micro Devices. However, AVGO is quite expensive if we look at metrics like forward PEG. I pointed this out in my last article, and my view hasn’t really changed, but this may change if AVGO can deliver on its promise of more AI growth and higher margins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce7303d331c8ac236de9779fd27245cb\" alt=\"EPS estimates (SA)\" title=\"EPS estimates (SA)\" tg-width=\"1280\" tg-height=\"501\"/><span>EPS estimates (SA)</span></p><p>So far, this is not really reflected in the EPS estimates, which show that AVGO’s EPS will grow at around 20% CAGR over the coming years.</p><p>Furthermore, the stock looks quite overbought after the recent rally.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5cb8cbeb6463a91bd8aa1aaa8956ea56\" alt=\"AVGO TA (Trendspider)\" title=\"AVGO TA (Trendspider)\" tg-width=\"1280\" tg-height=\"724\"/><span>AVGO TA (Trendspider)</span></p><p>We can see a strong bearish divergence forming on the RSI, which has failed to make higher highs since July 2023.</p><h2 id=\"id_3155013536\">Final Thoughts</h2><p>I don’t think the market is necessarily wrong here. I am quite encouraged by AVGO’s latest earnings and think there are plenty of ways in which the company can capture more of the AI market. There are definitely some very logical reasons why big tech companies might favor Broadcom’s specialized AI chips in the near future.</p><p>However, following this massive rally, I don’t think it’s prudent to chase this stock. There’s still a lot we don’t know, and though AVGO shows potential, there’s a lot of competition out there.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia In Trouble? Why Broadcom Could Dethrone The AI King</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia In Trouble? Why Broadcom Could Dethrone The AI King\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744621-is-nvidia-in-trouble-why-broadcom-could-dethrone-the-ai-king><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBroadcom Inc.'s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia's dominance.Broadcom's ASIC AI chips offer potential ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744621-is-nvidia-in-trouble-why-broadcom-could-dethrone-the-ai-king\">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","AVGO":"博通"},"source_url":"https://seekingalpha.com/article/4744621-is-nvidia-in-trouble-why-broadcom-could-dethrone-the-ai-king","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164492840","content_text":"SummaryBroadcom Inc.'s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia's dominance.Broadcom's ASIC AI chips offer potential cost and efficiency advantages over traditional GPUs, attracting significant interest from major tech companies.Despite promising developments, Broadcom's stock appears overvalued post-rally, with a P/E of 36 and overbought technical indicators.The future of AI hardware remains uncertain, with competition from Nvidia, AMD, and other players, making it prudent to hold rather than chase AVGO.I am James Foord, an economist with a global approach to investing. I lead the investing group The Pragmatic Investor where the focus is on building a robust and truly diversified portfolios that will continually preserve and increase wealth.vmThesis SummaryBroadcom Inc. (NASDAQ:AVGO) joined the trillion-dollar club after investors were impressed following the last earnings.It seems that AVGO could make a real dent in the AI chip market through ASIC AI chips, which could present an advantage to traditional GPUs.The market seems to have awarded Broadcom the title of runner-up in the AI market, and perhaps even sees it as a contender to Nvidia’s (NVDA) throne.I last rated AVGO a sell, as I believe that the hype around AI was overstated. In light of the recent earnings, I can’t deny that there’s some reason to believe AVGO’s AI chips could, in fact, compete with Nvidia.The stock still seems overvalued after the recent rally, but I am upgrading to a Hold.Broadcom Pleases InvestorsBroadcom’s earnings came in slightly above expectations, but it was really the optimistic guidance in the numbers and the positive sentiment expressed in the earnings call that catapulted the stock to over $1 trillion market cap.AVGO in charts (SA)As we can see, Semiconductor Solutions increased the most QoQ, showing a very encouraging change in trend. While Infrastructure Software was flat, it’s still up near 200% YoY, and EBITDA increased over 50% YoY.AVGO Earnings Snapshot (SA)For Q1, AVGO expects revenues of $14.6 Billion, with adjusted EBITDA at a very impressive 66% margin.This increase in margin and growth will no doubt be led by increasing sales of Broadcom’s ASIC AI Chip, which it calls XPUs.In 2027, we believe each of them plans to deploy 1 million XPU clusters across a single fabric. We expect this to represent an AI revenue Serviceable Addressable Market, or SAM, for XPUs and network in the range of $60 billion to $90 billion in fiscal 2027 aloneSource: Earnings Call.$90 billion in potential revenues by 2027 is substantial, even in the fast-growing world of AI. Broadcom has also secured notable partnerships, including Apple (AAPL), as it was recently announced that they will be working together on a custom AI chip.We could be seeing a very significant shift in the AI market, which would explain why we are seeing AVGO rise while Nvidia's stock languishes.ASICs vs. GPUIt’s not the first time we see a stock pop with just the mention of “AI revenues.” However, this time it feels a bit different.Broadcom rallied over 20% following their earnings and is up almost 10% as I write this on Monday the 16th of November. Meanwhile, Nvidia’s stock is down again.Where others have failed, it seems like AVGO could now succeed, thanks to its “novel” approach.Rather than competing head-to-head with NVIDIA, Broadcom is offering an alternative to its customers, the XPU, which is not a GPU, but more closely resembles an application-specific integrated circuit.What’s the advantage of an ASIC?As the name implies, an ASIC chip is designed for specific purposes, and this means that it can potentially carry out the same task as a general-purpose GPU more efficiently, meaning faster and at a lower cost.For example, Edge’s Sohu chip created specifically for inference theoretically outperforms the Blackwell.By focusing solely on transformer inference, the Sohu chip achieves remarkable efficiency and speed, processing over 500,000 tokens per second for models like Llama 70B - which they claim to be an order of magnitude faster and cheaper than even Nvidia’s next-generation Blackwell (B200) GPUs.Source: Medium.This is what Broadcom is attempting to do with the XPU and its latest line of offerings. Rather than selling “out-of-the-box” GPUs, it can work directly with customers to build specific solutions.Why would big players in the AI space want to do this?Potentially lower costHigher efficiencyLess dependence on NvidiaMore customization and control.It’s Happened BeforeQuite interestingly, we’ve already seen this movie play out before. A few years ago, we saw a shift in the crypto-mining industry from GPU to specialized chips, ASICs.A lot of the reasons that applied back then to crypto, could apply today to AI.ASIC VS GPU (ASIC marketplace)The key thing to understand here is that, as AI applications and systems become more widespread and understood, it may begin to pay off to build custom chips. These offer more versatility and specialization capabilities.Could this time be different?However, investors should not be so hasty when it comes to determining an AI winner. Yes, AVGO has shown a lot of promise in the last quarter, and the fact that it is already likely working with a lot of the big tech companies on “alternatives” to Nvidia’s GPUs, is encouraging news.But that doesn’t mean ASICs will be the future, and it also doesn’t mean Broadcom will be the clear winner.The Ecosystem MattersBased on the evidence laid out above, one could come to believe that Nvidia’s days are numbered, but that’s not necessarily true.Even with ASICs AI chips, there are still plenty of reasons to favor Nvidia chips.GPUs that can be used for many things can be more useful and less risky to buyNvidia has an established track recordNvidia has CUDA and an established ecosystem.This last point is perhaps the most important one. AI isn’t just about the hardware, it’s also about the software, and CUDA has been regarded for a long time as a key moat and differentiating factor.More importantly, Nvidia GPUs and CUDA have become the standard, so that’s what people know and build on. There are definitely huge network externalities that we can’t overlook.The Future of AI Is UncertainOn top of this, the future of AI is still very uncertain. It could be GPUs or custom chips, but it could also be TPUs, or Neural Processing Units (NPUs).It’s already hard enough to predict what the future of AI will look like, and even harder to predict who the winners will be. AVGO has shown an encouraging trend in their latest earnings, but competition from smaller players, and even established players like Advanced Micro Devices (AMD) and Nvidia itself, should not be overlooked.Even if GPUs were to become obsolete, would we expect Nvidia to just sit and watch this happen with arms crossed?Is AVGO A Buy Right Now?Following the recent rally, Broadcom is certainly not cheap.AVGO and Peers valuation (SA)With a P/E of 36, it's equally expensive as Advanced Micro Devices. However, AVGO is quite expensive if we look at metrics like forward PEG. I pointed this out in my last article, and my view hasn’t really changed, but this may change if AVGO can deliver on its promise of more AI growth and higher margins.EPS estimates (SA)So far, this is not really reflected in the EPS estimates, which show that AVGO’s EPS will grow at around 20% CAGR over the coming years.Furthermore, the stock looks quite overbought after the recent rally.AVGO TA (Trendspider)We can see a strong bearish divergence forming on the RSI, which has failed to make higher highs since July 2023.Final ThoughtsI don’t think the market is necessarily wrong here. I am quite encouraged by AVGO’s latest earnings and think there are plenty of ways in which the company can capture more of the AI market. There are definitely some very logical reasons why big tech companies might favor Broadcom’s specialized AI chips in the near future.However, following this massive rally, I don’t think it’s prudent to chase this stock. There’s still a lot we don’t know, and though AVGO shows potential, there’s a lot of competition out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"content":"buy them all with $iShares Semiconductor ETF(SOXX)$ lol","text":"buy them all with $iShares Semiconductor ETF(SOXX)$ lol","html":"buy them all with $iShares Semiconductor ETF(SOXX)$ lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382571376390528,"gmtCreate":1734436227189,"gmtModify":1734436231850,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Classic stock manipulation by market makers! &nbsp;Shake off the weak holders of Nvidia stock! &nbsp;FOMo will set in Later!","listText":"Classic stock manipulation by market makers! &nbsp;Shake off the weak holders of Nvidia stock! &nbsp;FOMo will set in Later!","text":"Classic stock manipulation by market makers! Shake off the weak holders of Nvidia stock! FOMo will set in Later!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382571376390528","repostId":"2492623980","repostType":4,"repost":{"id":"2492623980","kind":"highlight","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":1734391304,"share":"https://ttm.financial/m/news/2492623980?lang=&edition=fundamental","pubTime":"2024-12-17 07:21","market":"sg","language":"en","title":"Nvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk","url":"https://stock-news.laohu8.com/highlight/detail?id=2492623980","media":"Dow Jones","summary":"Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.The chip make","content":"<html><head></head><body><p>Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88efa53578bbe88f7cacd7f336c8b3df\" tg-width=\"803\" tg-height=\"840\"/></p><p>The chip maker has had a phenomenal year overall, with its stock rising nearly 170% in 2024. Nvidia was also briefly the most valuable publicly traded company in the world as recently as June, beating out both Apple and Microsoft. The market is weighing challenges to sales of Nvidia&#39;s artificial intelligence processors.</p><p>Nvidia has largely traded sideways over the past month as the market continues to wait for evidence of how quickly it can ramp up sales of its Blackwell artificial intelligence chips. While the company is expected to remain dominant in the AI processor market for the foreseeable future, it faces some geopolitical headwinds.</p><p>The U.S. is preparing rules that would introduce caps on the sale of advanced AI chips in regions such as Southeast Asia and the Middle East to restrict China&#39;s access to computing power hosted in other countries, The Wall Street Journal reported on Friday, citing people familiar with the matter.</p><p>Another obstacle facing the company is the high bar set by its own stunning growth over the last two years. The consensus among analysts polled by FactSet is for Nvidia&#39;s revenue to rise by 55% in 2025 to $191.45 billion, compared with expectations that it will have more than doubled in 2024 to $123.37 billion.</p><p>The slowdown in projected revenue growth doesn&#39;t tell the full story. Nvidia&#39;s adjusted earnings per share are expected to rise more sharply to $4.20 in 2025 from $2.72 in 2024.</p><p>Finally, the company could be suffering from impatient investors seeking other stocks for short-term gains. Among other chip makers, Broadcom gained 11% Monday, continuing its rally after an earnings report that sent the stock soaring 24% on Friday on the potential for its custom AI chips.</p><p>&#34;Uncertainties in Nvidia Blackwell deliveries, lack of industrial/auto recovery and fear of China restrictions has weighed on semi stocks...meanwhile, investor attention has rotated to China &#39;resistant&#39; and AI beneficiary software stocks,&#34; wrote BofA Securities Vivek Arya in a research note on Monday.</p><p>However, Arya maintained Nvidia as a &#34;Top Pick&#34; in the semiconductor sector for 2025, arguing Blackwell deployments by U.S. customers are set to boost AI chip stocks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk\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\">2024-12-17 07:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88efa53578bbe88f7cacd7f336c8b3df\" tg-width=\"803\" tg-height=\"840\"/></p><p>The chip maker has had a phenomenal year overall, with its stock rising nearly 170% in 2024. Nvidia was also briefly the most valuable publicly traded company in the world as recently as June, beating out both Apple and Microsoft. The market is weighing challenges to sales of Nvidia&#39;s artificial intelligence processors.</p><p>Nvidia has largely traded sideways over the past month as the market continues to wait for evidence of how quickly it can ramp up sales of its Blackwell artificial intelligence chips. While the company is expected to remain dominant in the AI processor market for the foreseeable future, it faces some geopolitical headwinds.</p><p>The U.S. is preparing rules that would introduce caps on the sale of advanced AI chips in regions such as Southeast Asia and the Middle East to restrict China&#39;s access to computing power hosted in other countries, The Wall Street Journal reported on Friday, citing people familiar with the matter.</p><p>Another obstacle facing the company is the high bar set by its own stunning growth over the last two years. The consensus among analysts polled by FactSet is for Nvidia&#39;s revenue to rise by 55% in 2025 to $191.45 billion, compared with expectations that it will have more than doubled in 2024 to $123.37 billion.</p><p>The slowdown in projected revenue growth doesn&#39;t tell the full story. Nvidia&#39;s adjusted earnings per share are expected to rise more sharply to $4.20 in 2025 from $2.72 in 2024.</p><p>Finally, the company could be suffering from impatient investors seeking other stocks for short-term gains. Among other chip makers, Broadcom gained 11% Monday, continuing its rally after an earnings report that sent the stock soaring 24% on Friday on the potential for its custom AI chips.</p><p>&#34;Uncertainties in Nvidia Blackwell deliveries, lack of industrial/auto recovery and fear of China restrictions has weighed on semi stocks...meanwhile, investor attention has rotated to China &#39;resistant&#39; and AI beneficiary software stocks,&#34; wrote BofA Securities Vivek Arya in a research note on Monday.</p><p>However, Arya maintained Nvidia as a &#34;Top Pick&#34; in the semiconductor sector for 2025, arguing Blackwell deployments by U.S. customers are set to boost AI chip stocks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492623980","content_text":"Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.The chip maker has had a phenomenal year overall, with its stock rising nearly 170% in 2024. Nvidia was also briefly the most valuable publicly traded company in the world as recently as June, beating out both Apple and Microsoft. The market is weighing challenges to sales of Nvidia's artificial intelligence processors.Nvidia has largely traded sideways over the past month as the market continues to wait for evidence of how quickly it can ramp up sales of its Blackwell artificial intelligence chips. While the company is expected to remain dominant in the AI processor market for the foreseeable future, it faces some geopolitical headwinds.The U.S. is preparing rules that would introduce caps on the sale of advanced AI chips in regions such as Southeast Asia and the Middle East to restrict China's access to computing power hosted in other countries, The Wall Street Journal reported on Friday, citing people familiar with the matter.Another obstacle facing the company is the high bar set by its own stunning growth over the last two years. The consensus among analysts polled by FactSet is for Nvidia's revenue to rise by 55% in 2025 to $191.45 billion, compared with expectations that it will have more than doubled in 2024 to $123.37 billion.The slowdown in projected revenue growth doesn't tell the full story. Nvidia's adjusted earnings per share are expected to rise more sharply to $4.20 in 2025 from $2.72 in 2024.Finally, the company could be suffering from impatient investors seeking other stocks for short-term gains. Among other chip makers, Broadcom gained 11% Monday, continuing its rally after an earnings report that sent the stock soaring 24% on Friday on the potential for its custom AI chips.\"Uncertainties in Nvidia Blackwell deliveries, lack of industrial/auto recovery and fear of China restrictions has weighed on semi stocks...meanwhile, investor attention has rotated to China 'resistant' and AI beneficiary software stocks,\" wrote BofA Securities Vivek Arya in a research note on Monday.However, Arya maintained Nvidia as a \"Top Pick\" in the semiconductor sector for 2025, arguing Blackwell deployments by U.S. customers are set to boost AI chip stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382579940274536,"gmtCreate":1734404442237,"gmtModify":1734404445984,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Hope Jansen Huang invests in any of the Quantum Computing companies!","listText":"Hope Jansen Huang invests in any of the Quantum Computing companies!","text":"Hope Jansen Huang invests in any of the Quantum Computing companies!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382579940274536","repostId":"1110426217","repostType":2,"repost":{"id":"1110426217","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734401765,"share":"https://ttm.financial/m/news/1110426217?lang=&edition=fundamental","pubTime":"2024-12-17 10:16","market":"us","language":"en","title":"24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110426217","media":"Tiger Newspress","summary":"Quantum computing stocks kept rally in overnight trading with QMCO soaring over 11%.The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed Quantum Computing’s  stock skyward, with shares skyrocketing 65% on Monday.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose 2.2% in overnight trading after soaring 6% in the previous trading day. The stock is up a whopping 18% in the past five days, reflecting positive news reports regarding Tesla&#39;s — and CEO Elon Musk’s — connection to President-elect Donald Trump. Wall Street analysts subsequently re-rated the stock — most recently Tesla mega-bull Dan Ives at Wedbush Securities.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58ad87ee7609082b204e9c0b1e2a7f73\" title=\"\" tg-width=\"361\" tg-height=\"130\"/></p><p>Quantum computing stocks kept rallying in overnight trading. <a href=\"https://laohu8.com/S/QMCO\">QUANTUM CORP</a> soared 11%, <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> rose 3%, <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5762c4a6202d759cb60d88f01917e6b\" title=\"\" tg-width=\"407\" tg-height=\"215\"/></p><p>The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>’s stock skyward, with shares skyrocketing 65% on Monday.</p><p>Despite the fact that commercial applications for quantum computing are still on the horizon, investor confidence continues to build. The potential of quantum technology to disrupt multiple industries, from cybersecurity to pharmaceuticals, has captivated market watchers.</p><p>While tangible products may still be a few years away, the speculative fervor surrounding quantum stocks indicates a belief in their transformative possibilities. The coming months will be critical as companies strive to advance their technologies and realize the potential financial gains of early adoption.</p><p>As quantum computing continues to be a frontier of technological innovation, the stock market’s response serves as a litmus test for future industry developments. Investors remain eager, eyes fixed on the horizon, watching the growth of what many believe to be the next major technological revolution.</p><p><a href=\"https://laohu8.com/S/ASAN\">Asana, Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d520bf1c64130c4eda68f8335ada7e\" title=\"\" tg-width=\"357\" tg-height=\"128\"/></p><p>Asana offers workplace productivity software -- tools that can help you manage and streamline workflows. These platforms make tasks such as assigning project roles, scheduling meetings, and tracking progress across teams easier.</p><p>Nvidia-backed stocks rose in overnight trading. <a href=\"https://laohu8.com/S/SERV\">Serve Robotics Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day. <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals, Inc.</a> rose 3% after soaring 7% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d8dc8c3a6524befb0b7c323670b6fc0\" title=\"\" tg-width=\"358\" tg-height=\"129\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4955b83fd0832e6e0bf6bd608d35e856\" tg-width=\"363\" tg-height=\"128\"/></p><p><a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a> rose 2.5% in overnight trading.</p><p>(Destiny Tech100 is a fund that offers retail investors access to high-profile private startups, and SpaceX is Destiny Tech100&#39;s largest holding, making up about 37.6% of the portfolio.)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f0381d2d6e98756be980e4eb0f02a70\" tg-width=\"417\" tg-height=\"394\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%</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\">\n24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%\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\">2024-12-17 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose 2.2% in overnight trading after soaring 6% in the previous trading day. The stock is up a whopping 18% in the past five days, reflecting positive news reports regarding Tesla&#39;s — and CEO Elon Musk’s — connection to President-elect Donald Trump. Wall Street analysts subsequently re-rated the stock — most recently Tesla mega-bull Dan Ives at Wedbush Securities.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58ad87ee7609082b204e9c0b1e2a7f73\" title=\"\" tg-width=\"361\" tg-height=\"130\"/></p><p>Quantum computing stocks kept rallying in overnight trading. <a href=\"https://laohu8.com/S/QMCO\">QUANTUM CORP</a> soared 11%, <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> rose 3%, <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5762c4a6202d759cb60d88f01917e6b\" title=\"\" tg-width=\"407\" tg-height=\"215\"/></p><p>The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>’s stock skyward, with shares skyrocketing 65% on Monday.</p><p>Despite the fact that commercial applications for quantum computing are still on the horizon, investor confidence continues to build. The potential of quantum technology to disrupt multiple industries, from cybersecurity to pharmaceuticals, has captivated market watchers.</p><p>While tangible products may still be a few years away, the speculative fervor surrounding quantum stocks indicates a belief in their transformative possibilities. The coming months will be critical as companies strive to advance their technologies and realize the potential financial gains of early adoption.</p><p>As quantum computing continues to be a frontier of technological innovation, the stock market’s response serves as a litmus test for future industry developments. Investors remain eager, eyes fixed on the horizon, watching the growth of what many believe to be the next major technological revolution.</p><p><a href=\"https://laohu8.com/S/ASAN\">Asana, Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d520bf1c64130c4eda68f8335ada7e\" title=\"\" tg-width=\"357\" tg-height=\"128\"/></p><p>Asana offers workplace productivity software -- tools that can help you manage and streamline workflows. These platforms make tasks such as assigning project roles, scheduling meetings, and tracking progress across teams easier.</p><p>Nvidia-backed stocks rose in overnight trading. <a href=\"https://laohu8.com/S/SERV\">Serve Robotics Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day. <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals, Inc.</a> rose 3% after soaring 7% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d8dc8c3a6524befb0b7c323670b6fc0\" title=\"\" tg-width=\"358\" tg-height=\"129\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4955b83fd0832e6e0bf6bd608d35e856\" tg-width=\"363\" tg-height=\"128\"/></p><p><a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a> rose 2.5% in overnight trading.</p><p>(Destiny Tech100 is a fund that offers retail investors access to high-profile private startups, and SpaceX is Destiny Tech100&#39;s largest holding, making up about 37.6% of the portfolio.)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f0381d2d6e98756be980e4eb0f02a70\" tg-width=\"417\" tg-height=\"394\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QBTS":"D-Wave Systems Inc.","GOOG":"谷歌","IONQ":"IONQ Inc.","RXRX":"Recursion Pharmaceuticals, Inc.","TSLA":"特斯拉","GOOGL":"谷歌A","DXYZ":"Destiny Tech100 Inc","SERV":"Serve Robotics Inc.","RGTI":"Rigetti Computing","QUBT":"Quantum Computing Inc.","QMCO":"昆腾","ASAN":"阿莎娜"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110426217","content_text":"Tesla Motors rose 2.2% in overnight trading after soaring 6% in the previous trading day. The stock is up a whopping 18% in the past five days, reflecting positive news reports regarding Tesla's — and CEO Elon Musk’s — connection to President-elect Donald Trump. Wall Street analysts subsequently re-rated the stock — most recently Tesla mega-bull Dan Ives at Wedbush Securities.Quantum computing stocks kept rallying in overnight trading. QUANTUM CORP soared 11%, Rigetti Computing rose 3%, Quantum Computing Inc. rose 2%.The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed Quantum Computing Inc.’s stock skyward, with shares skyrocketing 65% on Monday.Despite the fact that commercial applications for quantum computing are still on the horizon, investor confidence continues to build. The potential of quantum technology to disrupt multiple industries, from cybersecurity to pharmaceuticals, has captivated market watchers.While tangible products may still be a few years away, the speculative fervor surrounding quantum stocks indicates a belief in their transformative possibilities. The coming months will be critical as companies strive to advance their technologies and realize the potential financial gains of early adoption.As quantum computing continues to be a frontier of technological innovation, the stock market’s response serves as a litmus test for future industry developments. Investors remain eager, eyes fixed on the horizon, watching the growth of what many believe to be the next major technological revolution.Asana, Inc. rose 3% in overnight trading after soaring 14% in the previous trading day.Asana offers workplace productivity software -- tools that can help you manage and streamline workflows. These platforms make tasks such as assigning project roles, scheduling meetings, and tracking progress across teams easier.Nvidia-backed stocks rose in overnight trading. Serve Robotics Inc. rose 3% in overnight trading after soaring 14% in the previous trading day. Recursion Pharmaceuticals, Inc. rose 3% after soaring 7% in the previous trading day.Destiny Tech100 Inc rose 2.5% in overnight trading.(Destiny Tech100 is a fund that offers retail investors access to high-profile private startups, and SpaceX is Destiny Tech100's largest holding, making up about 37.6% of the portfolio.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377829869076744,"gmtCreate":1733280233552,"gmtModify":1733280238612,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Good idea! &nbsp;Elon is increasingly unhinged, unfocus! &nbsp;Retail investors have to be aware!","listText":"Good idea! &nbsp;Elon is increasingly unhinged, unfocus! &nbsp;Retail investors have to be aware!","text":"Good idea! Elon is increasingly unhinged, unfocus! Retail investors have to be aware!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377829869076744","repostId":"1128943899","repostType":2,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341463881289968,"gmtCreate":1724387077990,"gmtModify":1724387082148,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"What perfect timing to publish this story with this title a few days before earnings with this title!","listText":"What perfect timing to publish this story with this title a few days before earnings with this title!","text":"What perfect timing to publish this story with this title a few days before earnings with this title!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341463881289968","repostId":"2461591315","repostType":2,"repost":{"id":"2461591315","kind":"highlight","pubTimestamp":1724379600,"share":"https://ttm.financial/m/news/2461591315?lang=&edition=fundamental","pubTime":"2024-08-23 10:20","market":"us","language":"en","title":"Nvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor","url":"https://stock-news.laohu8.com/highlight/detail?id=2461591315","media":"Fortune","summary":"Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of ","content":"<html><head></head><body><p style=\"text-align: start;\">Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of $119 billion earlier this summer.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6f740ca6e1999c821806bd6df8a4f94\" alt=\"Nvidia CEO Jensen Huang\" title=\"Nvidia CEO Jensen Huang\" tg-width=\"1440\" tg-height=\"960\"/><span>Nvidia CEO Jensen Huang</span></p><p>While Huang has worked on Nvidia for more than three decades, it has only been over the past 12 months or so that the chipmaker’s stock price has really begun to take off, and with that comes scrutiny.</p><p>Investors are largely thrilled with their bet on the Santa Clara, Calif., business, and the man Mark Zuckerberg dubbed the “Taylor Swift of tech.”</p><p>But Nvidia’s meteoric growth has led some experts to question whether the company’s corporate governance has matured as quickly.</p><p>They point to the fact that CEO Huang has been off-loading approximately $14 million worth of shares on a near-daily basis for months this summer. He still retains more than a 3.5% stake in the business.</p><p>This, inevitably, raises questions about why Huang is selling instead of holding.</p><p>And that, in turn, leads to the issue of why Huang has so many shares in the first place, and whether his compensation package incentivizes the performance shareholders want to see.</p><p>Investors want more intel on the business at the top. They want to see more transparent corporate governance, open succession planning, and a change in pay structure to motivate the next era of management, according to executive compensation experts who spoke to <em>Fortune.</em></p><h2 id=\"id_3273704826\">‘Huang selling shares doesn’t look good’</h2><p>Huang is selling his shares under a very specific plan—a Rule 10b5-1 agreement—which allows executives and employees to buy or sell stock in their own company without violating insider trading laws by using a predetermined schedule.</p><p>Rule 10b5-1 has a number of specific requirements, chief among them that a formula for the sales (not an individual) be used to determine the number, price, and date of the trade. A third party must also be employed to conduct the sales, who cannot be influenced by the client.</p><p>So while Huang is comfortably removed from any concerns about insider selling, the fact still remains that he is choosing to sell after a period of high share performance and then a dip.</p><p>This, according to Nell Minow, vice chair of corporate governance specialists ValueEdge Advisors, is not a good look.</p><p>Minow, who also owns shares in Nvidia herself, explained to <em>Fortune</em>: “What I want from an executive [is] to be very bullish on the stock. I want the executive to be thinking all the time: ‘Boy, this is really going to be worth a lot more soon’ and not, ‘Oof, I better sell some because I’m … experiencing the vertigo of having all my eggs in one basket.’</p><p>“I want all of their eggs in one basket.”</p><p>This year isn’t the first time Huang has employed a Rule 10b5-1—though it is a more tenacious selloff than previous trades.</p><p>In September last year, for example, Huang off-loaded 237,500 shares valued at just over $117 million under a 10b5-1 trading agreement. This year, by comparison, Huang sold $323 million in Nvidia stock in July alone.</p><p>Huang wasn’t the only Nvidia exec to confirm a Rule 10b5-1 trading agreement in the April filing. </p><p>Debora Shoquist, executive vice president of operations; Colette M. Kress, executive vice president and CFO; and Ajay K. Puri, executive vice president of worldwide field operations, disclosed similar plans.</p><p>“It signals that the stock has jumped tremendously and they’re getting a little nervous about it,” Minow believes. “It’s certainly concerning for investors; we ask ourselves: ‘Well, maybe I should be selling mine, too. What are they telling me? If they don’t have the confidence in the stock, then why should I?’”</p><p><em>Fortune</em> approached Nvidia for comment on how many shares in total Huang plans to off-load, and when his selloff will end. The company did not respond to the question.</p><p>Nvidia told <em>Fortune</em>: “Mr. Huang’s sales are based on a 10b5-1 plan, in which the price, amount, and dates of the sales are established in advance.”</p><h2 id=\"id_849267293\">Calming the ripple effect</h2><p>James Reda is a managing director at Chicago-based consultancy Gallagher’s HR and compensation practice. He has worked on a number of high-profile compensation cases, from Howard Schultz at Starbucks in the early 2000s to advising on Satya Nadella’s Microsoft package.</p><p>Why is Huang drip-feeding the sale of his stock, day after day, as opposed to off-loading larger sums all at once, we asked him.</p><p>“If you just dump that in the market the stock’s going to go down,” Reda told <em>Fortune</em>. “So you have to be very sensitive about it … If you have a large position that some of these founders and CEOs have, it could be a better strategy.</p><p>“I’ve seen a lot of cases where things are executed improperly and the stock tanks. Not because people think something’s going on, and all that stuff, but the excess supply. The market’s confused about what they do with it.”</p><p>The fact that Huang is selling on a near-daily basis as opposed to wider intervals is also not a surprise to Reda. The 10b5-1 plan is public, so markets will be aware of the stock influx and won’t be caught off guard.</p><p>And while some analysts like Minow want founders to be singularly focused on their own stock, Reda disagrees: “Ultimately, if you don’t sell the stock you’re gonna have to be like Elon Musk and some others that are putting stock up for collateral and getting these humongous loans.</p><p>“That just makes everybody more leveraged, why do that? Peel off a little stock on a regular basis and sell it.”</p><h2 id=\"id_318527430\">Too much stock?</h2><p>A look through the SEC filings of every Big Tech company presents a range of often complex compensation provisions. Meta’s Zuckerberg is famously paid a single dollar for his salary but takes $24.4 million in security costs. Apple’s Tim Cook has performance-based restricted stock units in a compensation package worth $49 million. Alphabet’s Sundar Pichai is given a triennial stock grant, which led to a $226 million payday in 2022.</p><p>The range of options also reveals a common practice in Silicon Valley: CEOs—particularly founders—are often continually awarded stock not only so they maintain a sense of power over a rapidly expanding empire, but also because it is a tried-and-tested method to motivate those at the top.</p><p>Nvidia’s 2024 proxy filing for fiscal year 2024 discloses that Huang was paid a salary of $996,514, with stock awards worth $26 million and additional incentivized cash compensation of $4 million. His total compensation package was worth approximately $34.17 million.</p><p>The filing also revealed Huang’s holdings in Nvidia prior to the stock sales beginning this spring, with the figure sitting at more than 93 million shares—3.79% of the business.</p><p>This is a sign that Huang has been given too much stock, Minow believes.</p><p>In her estimation, Huang’s shares should be locked in “golden handcuffs”—meaning he can’t sell until years after he leaves the business.</p><p>“Stop giving him stock. He’s clearly got too much, and that’s why he’s getting rid of it,” Minow said. “The marginal value of additional stock grants is negligible.”</p><p>Nvidia has a “pay for performance” strategy, per its SEC filing, based on revenue, operating income, and shareholder returns relative to the S&amp;P 500.</p><p>But Minow wants more detail. She said: “I would create very specific goals—and this is the job of the board—around market share, innovation, expansion, improving operations. Whatever the board decides the priorities should be.</p><p>“And let the market know what those goals are. That helps us as investors know if it’s something that we want to participate in.”</p><h2 id=\"id_4111673769\">The succession plan, or lack thereof</h2><p>The board itself presents further potential for improvement, in Minow’s opinion. Of the 12 individuals on the $2.93 trillion company’s board, only one cites experience in “corporate governance” in their official biography (although some of the others have served on other boards).</p><p>Minow also wants to see Nvidia ticking off the corporate to-do list by updating the market on a successor to the CEO. After all, CEOs can’t lead forever.</p><p>“His board of directors [is] very strong on technology, not as much on corporate governance,” Minow explains. “I would really like to see them say: ‘We have a process in place to make sure we’re cultivating our top people, making sure we have a deep bench; here’s how we’re going about it.’</p><p>“We don’t need a name, but they need to be very forthright about the value that Huang presents and that they’re taking very seriously the idea that he could just decide to go spend his money … They’ve got to be prepared for that.”</p><p>Huang, famed for his never-off work schedule and endless pushes for perfectionism, is the beating heart of Nvidia—and he has a price tag attached.</p><p>“Huang is the heart and soul of the company; his reputation is almost as important as the quality of the product,” Minow adds. “Particularly when you’re talking about the [15th] richest man in the world—how do you keep him motivated? It’s certainly not by allowing him to diversify his holdings.</p><p>“I would give him more of his compensation in cash tied to very specific, quantifiable goals.”</p><p><em>Fortune</em> asked Nvidia what its succession plan was and whether it would be more transparent with shareholders about compensation practices. Nvidia declined to comment.</p><h2 id=\"id_1633305869\">What does a post-Huang Nvidia look like?</h2><p>A push for transparency is needed across the market, says Aalap Shah, managing director at compensation and leadership consultancy Pearl Meyer.</p><p>Some of the pillars of American commerce have already learned this lesson: Just ask JPMorgan’s Jamie Dimon, who has been open about the banking behemoth’s succession planning process—even naming his “hit-by-a-bus CEO.”</p><p>Elsewhere, Morgan Stanley was subject to immense speculation prior to its selection last year of Ted Pick to replace James Gorman.</p><p>“We should be significantly more transparent than we are currently about succession planning,” Shah tells <em>Fortune</em>. “From my perspective for an incoming CEO … one of the top five things they should be doing is succession planning. That to me is a company that is truly looking at the future and is appropriately considering corporate governance.</p><p>“When succession planning is not transparent and thoughtfully considered you have to make rash decisions, and that, from a shareholder and investor perspective, is what causes volatility.”</p></body></html>","source":"lsy1618285953446","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-23 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of ...</p>\n\n<a href=\"https://fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4549":"软银资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4127":"投资银行业与经纪业","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461591315","content_text":"Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of $119 billion earlier this summer.Nvidia CEO Jensen HuangWhile Huang has worked on Nvidia for more than three decades, it has only been over the past 12 months or so that the chipmaker’s stock price has really begun to take off, and with that comes scrutiny.Investors are largely thrilled with their bet on the Santa Clara, Calif., business, and the man Mark Zuckerberg dubbed the “Taylor Swift of tech.”But Nvidia’s meteoric growth has led some experts to question whether the company’s corporate governance has matured as quickly.They point to the fact that CEO Huang has been off-loading approximately $14 million worth of shares on a near-daily basis for months this summer. He still retains more than a 3.5% stake in the business.This, inevitably, raises questions about why Huang is selling instead of holding.And that, in turn, leads to the issue of why Huang has so many shares in the first place, and whether his compensation package incentivizes the performance shareholders want to see.Investors want more intel on the business at the top. They want to see more transparent corporate governance, open succession planning, and a change in pay structure to motivate the next era of management, according to executive compensation experts who spoke to Fortune.‘Huang selling shares doesn’t look good’Huang is selling his shares under a very specific plan—a Rule 10b5-1 agreement—which allows executives and employees to buy or sell stock in their own company without violating insider trading laws by using a predetermined schedule.Rule 10b5-1 has a number of specific requirements, chief among them that a formula for the sales (not an individual) be used to determine the number, price, and date of the trade. A third party must also be employed to conduct the sales, who cannot be influenced by the client.So while Huang is comfortably removed from any concerns about insider selling, the fact still remains that he is choosing to sell after a period of high share performance and then a dip.This, according to Nell Minow, vice chair of corporate governance specialists ValueEdge Advisors, is not a good look.Minow, who also owns shares in Nvidia herself, explained to Fortune: “What I want from an executive [is] to be very bullish on the stock. I want the executive to be thinking all the time: ‘Boy, this is really going to be worth a lot more soon’ and not, ‘Oof, I better sell some because I’m … experiencing the vertigo of having all my eggs in one basket.’“I want all of their eggs in one basket.”This year isn’t the first time Huang has employed a Rule 10b5-1—though it is a more tenacious selloff than previous trades.In September last year, for example, Huang off-loaded 237,500 shares valued at just over $117 million under a 10b5-1 trading agreement. This year, by comparison, Huang sold $323 million in Nvidia stock in July alone.Huang wasn’t the only Nvidia exec to confirm a Rule 10b5-1 trading agreement in the April filing. Debora Shoquist, executive vice president of operations; Colette M. Kress, executive vice president and CFO; and Ajay K. Puri, executive vice president of worldwide field operations, disclosed similar plans.“It signals that the stock has jumped tremendously and they’re getting a little nervous about it,” Minow believes. “It’s certainly concerning for investors; we ask ourselves: ‘Well, maybe I should be selling mine, too. What are they telling me? If they don’t have the confidence in the stock, then why should I?’”Fortune approached Nvidia for comment on how many shares in total Huang plans to off-load, and when his selloff will end. The company did not respond to the question.Nvidia told Fortune: “Mr. Huang’s sales are based on a 10b5-1 plan, in which the price, amount, and dates of the sales are established in advance.”Calming the ripple effectJames Reda is a managing director at Chicago-based consultancy Gallagher’s HR and compensation practice. He has worked on a number of high-profile compensation cases, from Howard Schultz at Starbucks in the early 2000s to advising on Satya Nadella’s Microsoft package.Why is Huang drip-feeding the sale of his stock, day after day, as opposed to off-loading larger sums all at once, we asked him.“If you just dump that in the market the stock’s going to go down,” Reda told Fortune. “So you have to be very sensitive about it … If you have a large position that some of these founders and CEOs have, it could be a better strategy.“I’ve seen a lot of cases where things are executed improperly and the stock tanks. Not because people think something’s going on, and all that stuff, but the excess supply. The market’s confused about what they do with it.”The fact that Huang is selling on a near-daily basis as opposed to wider intervals is also not a surprise to Reda. The 10b5-1 plan is public, so markets will be aware of the stock influx and won’t be caught off guard.And while some analysts like Minow want founders to be singularly focused on their own stock, Reda disagrees: “Ultimately, if you don’t sell the stock you’re gonna have to be like Elon Musk and some others that are putting stock up for collateral and getting these humongous loans.“That just makes everybody more leveraged, why do that? Peel off a little stock on a regular basis and sell it.”Too much stock?A look through the SEC filings of every Big Tech company presents a range of often complex compensation provisions. Meta’s Zuckerberg is famously paid a single dollar for his salary but takes $24.4 million in security costs. Apple’s Tim Cook has performance-based restricted stock units in a compensation package worth $49 million. Alphabet’s Sundar Pichai is given a triennial stock grant, which led to a $226 million payday in 2022.The range of options also reveals a common practice in Silicon Valley: CEOs—particularly founders—are often continually awarded stock not only so they maintain a sense of power over a rapidly expanding empire, but also because it is a tried-and-tested method to motivate those at the top.Nvidia’s 2024 proxy filing for fiscal year 2024 discloses that Huang was paid a salary of $996,514, with stock awards worth $26 million and additional incentivized cash compensation of $4 million. His total compensation package was worth approximately $34.17 million.The filing also revealed Huang’s holdings in Nvidia prior to the stock sales beginning this spring, with the figure sitting at more than 93 million shares—3.79% of the business.This is a sign that Huang has been given too much stock, Minow believes.In her estimation, Huang’s shares should be locked in “golden handcuffs”—meaning he can’t sell until years after he leaves the business.“Stop giving him stock. He’s clearly got too much, and that’s why he’s getting rid of it,” Minow said. “The marginal value of additional stock grants is negligible.”Nvidia has a “pay for performance” strategy, per its SEC filing, based on revenue, operating income, and shareholder returns relative to the S&P 500.But Minow wants more detail. She said: “I would create very specific goals—and this is the job of the board—around market share, innovation, expansion, improving operations. Whatever the board decides the priorities should be.“And let the market know what those goals are. That helps us as investors know if it’s something that we want to participate in.”The succession plan, or lack thereofThe board itself presents further potential for improvement, in Minow’s opinion. Of the 12 individuals on the $2.93 trillion company’s board, only one cites experience in “corporate governance” in their official biography (although some of the others have served on other boards).Minow also wants to see Nvidia ticking off the corporate to-do list by updating the market on a successor to the CEO. After all, CEOs can’t lead forever.“His board of directors [is] very strong on technology, not as much on corporate governance,” Minow explains. “I would really like to see them say: ‘We have a process in place to make sure we’re cultivating our top people, making sure we have a deep bench; here’s how we’re going about it.’“We don’t need a name, but they need to be very forthright about the value that Huang presents and that they’re taking very seriously the idea that he could just decide to go spend his money … They’ve got to be prepared for that.”Huang, famed for his never-off work schedule and endless pushes for perfectionism, is the beating heart of Nvidia—and he has a price tag attached.“Huang is the heart and soul of the company; his reputation is almost as important as the quality of the product,” Minow adds. “Particularly when you’re talking about the [15th] richest man in the world—how do you keep him motivated? It’s certainly not by allowing him to diversify his holdings.“I would give him more of his compensation in cash tied to very specific, quantifiable goals.”Fortune asked Nvidia what its succession plan was and whether it would be more transparent with shareholders about compensation practices. Nvidia declined to comment.What does a post-Huang Nvidia look like?A push for transparency is needed across the market, says Aalap Shah, managing director at compensation and leadership consultancy Pearl Meyer.Some of the pillars of American commerce have already learned this lesson: Just ask JPMorgan’s Jamie Dimon, who has been open about the banking behemoth’s succession planning process—even naming his “hit-by-a-bus CEO.”Elsewhere, Morgan Stanley was subject to immense speculation prior to its selection last year of Ted Pick to replace James Gorman.“We should be significantly more transparent than we are currently about succession planning,” Shah tells Fortune. “From my perspective for an incoming CEO … one of the top five things they should be doing is succession planning. That to me is a company that is truly looking at the future and is appropriately considering corporate governance.“When succession planning is not transparent and thoughtfully considered you have to make rash decisions, and that, from a shareholder and investor perspective, is what causes volatility.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329168242032672,"gmtCreate":1721369124671,"gmtModify":1721369477528,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Great! &nbsp;Elon edorses a anti EV rapist clown! &nbsp;","listText":"Great! &nbsp;Elon edorses a anti EV rapist clown! &nbsp;","text":"Great! Elon edorses a anti EV rapist clown!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329168242032672","repostId":"1144554051","repostType":2,"repost":{"id":"1144554051","kind":"news","pubTimestamp":1721367768,"share":"https://ttm.financial/m/news/1144554051?lang=&edition=fundamental","pubTime":"2024-07-19 13:42","market":"us","language":"en","title":"Trump Vows Action to End Electric Vehicle \"Mandate\" on Day One","url":"https://stock-news.laohu8.com/highlight/detail?id=1144554051","media":"Bloomberg","summary":"Candidate uses address at RNC to criticize ‘green new scam’Biden has made shift to clean vehicles one of his top goalsFormer President Donald Trump used his nomination speech to take aim at President ","content":"<html><head></head><body><ul style=\"\"><li><p>Candidate uses address at RNC to criticize ‘green new scam’</p></li><li><p>Biden has made shift to clean vehicles one of his top goals</p></li></ul><p>Former President Donald Trump used his nomination speech to take aim at President Joe Biden’s electric vehicle policies, vowing to action against them on his first day in office.</p><p style=\"text-align: start;\">“I will end the electric vehicle mandate on day one,” Trump said in his address at the Republican National Convention in Milwaukee. The move would result in “saving the US auto industry from complete obliteration, which is happening right now, and saving US customers thousands and thousands of dollars per car,” he said.</p><p style=\"text-align: start;\">While the Biden administration doesn’t have a mandate on electric vehicles, critics of new air-pollution limits issued by the Environmental Protection Agency in March have said they would illegally force automakers to sell EVs.</p><p>Trump’s remarks on EVs came just moments before he criticized what he said was trillions of dollars of wasteful spending “having to do with the green new scam.” He said he would instead direct the money to projects like roads, bridges and dams, though it wasn’t immediately clear how he would make good on the pledge.</p><p>Trump has made no secret his disdain for electric vehicles, claiming they don’t work and will benefit China and Mexico while hurting American autoworkers. Biden, in contrast, has made the shift to battery-powered cars one of his top climate and industrial policies and has set a goal of having 50% of all new vehicle sales be electric by 2030.</p></body></html>","source":"lsy1584095487587","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>Trump Vows Action to End Electric Vehicle \"Mandate\" on Day One</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\">\nTrump Vows Action to End Electric Vehicle \"Mandate\" on Day One\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-19 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-18/biden-fine-campaign-insists-as-pressure-to-drop-out-mounts?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Candidate uses address at RNC to criticize ‘green new scam’Biden has made shift to clean vehicles one of his top goalsFormer President Donald Trump used his nomination speech to take aim at President ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-18/biden-fine-campaign-insists-as-pressure-to-drop-out-mounts?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-18/biden-fine-campaign-insists-as-pressure-to-drop-out-mounts?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144554051","content_text":"Candidate uses address at RNC to criticize ‘green new scam’Biden has made shift to clean vehicles one of his top goalsFormer President Donald Trump used his nomination speech to take aim at President Joe Biden’s electric vehicle policies, vowing to action against them on his first day in office.“I will end the electric vehicle mandate on day one,” Trump said in his address at the Republican National Convention in Milwaukee. The move would result in “saving the US auto industry from complete obliteration, which is happening right now, and saving US customers thousands and thousands of dollars per car,” he said.While the Biden administration doesn’t have a mandate on electric vehicles, critics of new air-pollution limits issued by the Environmental Protection Agency in March have said they would illegally force automakers to sell EVs.Trump’s remarks on EVs came just moments before he criticized what he said was trillions of dollars of wasteful spending “having to do with the green new scam.” He said he would instead direct the money to projects like roads, bridges and dams, though it wasn’t immediately clear how he would make good on the pledge.Trump has made no secret his disdain for electric vehicles, claiming they don’t work and will benefit China and Mexico while hurting American autoworkers. Biden, in contrast, has made the shift to battery-powered cars one of his top climate and industrial policies and has set a goal of having 50% of all new vehicle sales be electric by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325881791770664,"gmtCreate":1720585197541,"gmtModify":1720585249519,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Thank you Tesla short seller! &nbsp;I aim to buy more from u","listText":"Thank you Tesla short seller! &nbsp;I aim to buy more from u","text":"Thank you Tesla short seller! I aim to buy more from u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325881791770664","repostId":"2450021008","repostType":2,"repost":{"id":"2450021008","kind":"highlight","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":1720578600,"share":"https://ttm.financial/m/news/2450021008?lang=&edition=fundamental","pubTime":"2024-07-10 10:30","market":"us","language":"en","title":"Bets Against Apple, Nvidia, and Tesla Stock Are Blowing Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2450021008","media":"Dow Jones","summary":"Short sellers lost billions of dollars in the second quarter betting against some of the market's biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?","content":"<html><head></head><body><p>Short sellers lost billions of dollars in the second quarter betting against some of the market&#39;s biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c23d2da226d499c6e2fb9464bab27305\" alt=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" title=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" tg-width=\"925\" tg-height=\"610\"/><span>Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.</span></p><p>Short sellers borrow stock they don&#39;t own and sell it, betting they can buy shares later at a lower price. Short interest is generally the amount of stock sold short versus the total amount available for trading.</p><p>The average short interest for a component stock of the S&amp;P 500 is a little less than 3%, according to FactSet.</p><p>Short selling was on the rise in the second quarter. &#34;Short interest in the U.S./Canada markets increased by $57.9 billion, or 5.1%, to $1.2 trillion in the second quarter of 2024,&#34; wrote Ihor Dusaniwsky, managing director at short-selling researcher S3 Partners, in a Monday report.</p><p>About 84% of the increase was concentrated in the tech sector. That wasn&#39;t such a good move. The three least-profitable short positions in the second quarter were Nvidia, Apple, and Tesla. Short sellers lost almost $16 billion on that trio, according to S3.</p><p>Nvidia stock gained 37% in the second quarter. Apple stock was up 23%, and Tesla shares gained 13% while the S&amp;P 500 rose 4%.</p><p>Of the three, Tesla has the highest short interest at almost 4% of available shares. That&#39;s higher than average, and investors can understand why.</p><p>Coming into the second quarter, Tesla shares were down almost 30% as slowing sales growth weighed on investor sentiment. But things started to turn around after Tesla won the ability to sell its driver-assistance products in China, and after shareholders approved Elon Musk&#39;s 2018 pay package. Things didn&#39;t turn out as badly as expected for the electric-vehicle giant.</p><p>Short interest in Apple and Nvidia is less than half of the average short interest for an S&amp;P 500 stock. That&#39;s a sign that no one is betting aggressively against those two companies.</p><p>Sometimes short selling represents a hedge. There are any number of reasons to hedge a portfolio. Investors might feel nervous about the market but don&#39;t want to sell positions. Or investors might see more upside in other tech stocks besides Apple and Nvidia. Selling similar stocks short in similar sectors can isolate potential returns from what one company is doing on its own. That&#39;s the idea, anyway.</p><p>Or investors might be actively writing options contracts. An option essentially gives the holder the right to buy or sell a stock at a fixed price in the future. An unhedged option can create the risk of a big loss for the seller. They could be forced to buy or sell a stock in the future at who knows what price. Hedging positions can eliminate that risk, leaving the options seller making a spread only on the initial transaction.</p><p>Whatever the reason, things didn&#39;t go well for tech short sellers in the second quarter. Overall, short sellers did OK in the second quarter, making about $10 billion, according to S3. The losses in bearish bets on big tech were exceeded by gains made short selling health care, industrial, material, and energy stocks.</p><p>Investors should keep in mind that there is a lot more money to be made owning stocks now than betting against them. The S&amp;P 500 index gained about $2 trillion in the second quarter, dwarfing the $10 million short sellers made in that period.</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>Bets Against Apple, Nvidia, and Tesla Stock Are Blowing Up</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\">\nBets Against Apple, Nvidia, and Tesla Stock Are Blowing Up\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\">2024-07-10 10:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Short sellers lost billions of dollars in the second quarter betting against some of the market&#39;s biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c23d2da226d499c6e2fb9464bab27305\" alt=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" title=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" tg-width=\"925\" tg-height=\"610\"/><span>Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.</span></p><p>Short sellers borrow stock they don&#39;t own and sell it, betting they can buy shares later at a lower price. Short interest is generally the amount of stock sold short versus the total amount available for trading.</p><p>The average short interest for a component stock of the S&amp;P 500 is a little less than 3%, according to FactSet.</p><p>Short selling was on the rise in the second quarter. &#34;Short interest in the U.S./Canada markets increased by $57.9 billion, or 5.1%, to $1.2 trillion in the second quarter of 2024,&#34; wrote Ihor Dusaniwsky, managing director at short-selling researcher S3 Partners, in a Monday report.</p><p>About 84% of the increase was concentrated in the tech sector. That wasn&#39;t such a good move. The three least-profitable short positions in the second quarter were Nvidia, Apple, and Tesla. Short sellers lost almost $16 billion on that trio, according to S3.</p><p>Nvidia stock gained 37% in the second quarter. Apple stock was up 23%, and Tesla shares gained 13% while the S&amp;P 500 rose 4%.</p><p>Of the three, Tesla has the highest short interest at almost 4% of available shares. That&#39;s higher than average, and investors can understand why.</p><p>Coming into the second quarter, Tesla shares were down almost 30% as slowing sales growth weighed on investor sentiment. But things started to turn around after Tesla won the ability to sell its driver-assistance products in China, and after shareholders approved Elon Musk&#39;s 2018 pay package. Things didn&#39;t turn out as badly as expected for the electric-vehicle giant.</p><p>Short interest in Apple and Nvidia is less than half of the average short interest for an S&amp;P 500 stock. That&#39;s a sign that no one is betting aggressively against those two companies.</p><p>Sometimes short selling represents a hedge. There are any number of reasons to hedge a portfolio. Investors might feel nervous about the market but don&#39;t want to sell positions. Or investors might see more upside in other tech stocks besides Apple and Nvidia. Selling similar stocks short in similar sectors can isolate potential returns from what one company is doing on its own. That&#39;s the idea, anyway.</p><p>Or investors might be actively writing options contracts. An option essentially gives the holder the right to buy or sell a stock at a fixed price in the future. An unhedged option can create the risk of a big loss for the seller. They could be forced to buy or sell a stock in the future at who knows what price. Hedging positions can eliminate that risk, leaving the options seller making a spread only on the initial transaction.</p><p>Whatever the reason, things didn&#39;t go well for tech short sellers in the second quarter. Overall, short sellers did OK in the second quarter, making about $10 billion, according to S3. The losses in bearish bets on big tech were exceeded by gains made short selling health care, industrial, material, and energy stocks.</p><p>Investors should keep in mind that there is a lot more money to be made owning stocks now than betting against them. The S&amp;P 500 index gained about $2 trillion in the second quarter, dwarfing the $10 million short sellers made in that period.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4099":"汽车制造商","BK4515":"5G概念","BK4504":"桥水持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4505":"高瓴资本持仓","NVDA":"英伟达","TSLA":"特斯拉","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","AAPL":"苹果","BK4503":"景林资产持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4501":"段永平概念","BK4141":"半导体产品","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4527":"明星科技股","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4529":"IDC概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4587":"ChatGPT概念","BK4507":"流媒体概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450021008","content_text":"Short sellers lost billions of dollars in the second quarter betting against some of the market's biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.Short sellers borrow stock they don't own and sell it, betting they can buy shares later at a lower price. Short interest is generally the amount of stock sold short versus the total amount available for trading.The average short interest for a component stock of the S&P 500 is a little less than 3%, according to FactSet.Short selling was on the rise in the second quarter. \"Short interest in the U.S./Canada markets increased by $57.9 billion, or 5.1%, to $1.2 trillion in the second quarter of 2024,\" wrote Ihor Dusaniwsky, managing director at short-selling researcher S3 Partners, in a Monday report.About 84% of the increase was concentrated in the tech sector. That wasn't such a good move. The three least-profitable short positions in the second quarter were Nvidia, Apple, and Tesla. Short sellers lost almost $16 billion on that trio, according to S3.Nvidia stock gained 37% in the second quarter. Apple stock was up 23%, and Tesla shares gained 13% while the S&P 500 rose 4%.Of the three, Tesla has the highest short interest at almost 4% of available shares. That's higher than average, and investors can understand why.Coming into the second quarter, Tesla shares were down almost 30% as slowing sales growth weighed on investor sentiment. But things started to turn around after Tesla won the ability to sell its driver-assistance products in China, and after shareholders approved Elon Musk's 2018 pay package. Things didn't turn out as badly as expected for the electric-vehicle giant.Short interest in Apple and Nvidia is less than half of the average short interest for an S&P 500 stock. That's a sign that no one is betting aggressively against those two companies.Sometimes short selling represents a hedge. There are any number of reasons to hedge a portfolio. Investors might feel nervous about the market but don't want to sell positions. Or investors might see more upside in other tech stocks besides Apple and Nvidia. Selling similar stocks short in similar sectors can isolate potential returns from what one company is doing on its own. That's the idea, anyway.Or investors might be actively writing options contracts. An option essentially gives the holder the right to buy or sell a stock at a fixed price in the future. An unhedged option can create the risk of a big loss for the seller. They could be forced to buy or sell a stock in the future at who knows what price. Hedging positions can eliminate that risk, leaving the options seller making a spread only on the initial transaction.Whatever the reason, things didn't go well for tech short sellers in the second quarter. Overall, short sellers did OK in the second quarter, making about $10 billion, according to S3. The losses in bearish bets on big tech were exceeded by gains made short selling health care, industrial, material, and energy stocks.Investors should keep in mind that there is a lot more money to be made owning stocks now than betting against them. The S&P 500 index gained about $2 trillion in the second quarter, dwarfing the $10 million short sellers made in that period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281659439247584,"gmtCreate":1709793116950,"gmtModify":1709793119690,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"😃👍","listText":"😃👍","text":"😃👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281659439247584","repostId":"1114337876","repostType":2,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281355813404904,"gmtCreate":1709714933769,"gmtModify":1709714937546,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"There is HPE &amp; DELL. Far better cheaper than SMCI! &nbsp;","listText":"There is HPE &amp; DELL. Far better cheaper than SMCI! &nbsp;","text":"There is HPE & DELL. Far better cheaper than SMCI!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281355813404904","repostId":"2417122362","repostType":2,"repost":{"id":"2417122362","kind":"highlight","pubTimestamp":1709616600,"share":"https://ttm.financial/m/news/2417122362?lang=&edition=fundamental","pubTime":"2024-03-05 13:30","market":"us","language":"en","title":"Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417122362","media":"Motley Fool","summary":"Supermicro shares have rocketed higher by nearly 300% so far this year.","content":"<html><head></head><body><h2 id=\"id_3883967114\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>It&#39;s not just Nvidia that is seeing surging demand for AI-related products.</p></li><li><p>Supermicro&#39;s valuation has rocketed to about $60 billion.</p></li></ul><p>After more than tripling just so far in 2024, the rally in shares of <strong>Super Micro Computer</strong> continued Monday. Supermicro, as it&#39;s known, will be added to the <strong>S&amp;P 500</strong> index before the opening of trading on March 18.</p><p style=\"text-align: start;\">That&#39;s just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn&#39;t be unexpected since the stock&#39;s market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock&#39;s meteoric rise will continue.</p><h2 id=\"id_4082454319\" style=\"text-align: start;\">Riding the AI boom</h2><p style=\"text-align: start;\">Supermicro&#39;s rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. <strong>Nvidia</strong> is perhaps the most well-known beneficiary of the AI boom, but even <strong>Dell Technologies</strong>&#39; shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.</p><p>But Supermicro&#39;s valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro&#39;s server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.</p><p style=\"text-align: start;\">But it&#39;s not just about sales. And profits aren&#39;t going to grow as fast as they have for Nvidia. Supermicro&#39;s gross profit margin averaged just 16% over the last six months. By comparison, Nvidia&#39;s is nearly 5 times that.</p><p style=\"text-align: start;\">The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?</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\">\nIs It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4587":"ChatGPT概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4527":"明星科技股","BK4543":"AI","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4579":"人工智能","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4588":"碎股","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4503":"景林资产持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","SMCI":"超微电脑","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4549":"软银资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4548":"巴美列捷福持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417122362","content_text":"KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in shares of Super Micro Computer continued Monday. Supermicro, as it's known, will be added to the S&P 500 index before the opening of trading on March 18.That's just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn't be unexpected since the stock's market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock's meteoric rise will continue.Riding the AI boomSupermicro's rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. Nvidia is perhaps the most well-known beneficiary of the AI boom, but even Dell Technologies' shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.But Supermicro's valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro's server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.But it's not just about sales. And profits aren't going to grow as fast as they have for Nvidia. Supermicro's gross profit margin averaged just 16% over the last six months. By comparison, Nvidia's is nearly 5 times that.The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279565148188912,"gmtCreate":1709274672211,"gmtModify":1709274676445,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Palantir? No brainer!","listText":"Palantir? No brainer!","text":"Palantir? No brainer!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279565148188912","repostId":"2416577106","repostType":2,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279206449135696,"gmtCreate":1709187226076,"gmtModify":1709187230771,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Let's shoot to the moon! Thank you Alex &amp; team!","listText":"Let's shoot to the moon! Thank you Alex &amp; team!","text":"Let's shoot to the moon! Thank you Alex & team!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279206449135696","repostId":"2414820725","repostType":2,"repost":{"id":"2414820725","kind":"highlight","pubTimestamp":1709177505,"share":"https://ttm.financial/m/news/2414820725?lang=&edition=fundamental","pubTime":"2024-02-29 11:31","market":"us","language":"en","title":"No Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2414820725","media":"InvestorPlace","summary":"Is PLTR stock too expensive to buy and hold in 2024? Not if Palantir Technologies continues to leverage the AI trend in the coming quarters.","content":"<html><head></head><body><ul style=\"\"><li><p>An analyst recommends taking profits on Palantir Technologies stock.</p></li></ul><ul style=\"\"><li><p>However, Palantir Technologies appears to be a good candidate for inclusion in the S&amp;P 500 index.</p></li><li><p>Investors should consider buying and holding PLTR stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ff7f2b1ba148225161eb899e3aa769\" alt=\"Source: Sundry Photography / Shutterstock.com\" title=\"Source: Sundry Photography / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Sundry Photography / Shutterstock.com</span></p><p>Which side of the fence are you on? You can either be in the winner’s circle and benefit from Palantir Technologies’ amazing growth story, or you can sit on the sidelines and worry that PLTR stock is “due” for a crash. So far, investors on the long side of the trade have profited handsomely. Considering Palantir’s outstanding results, there’s no compelling reason to turn bearish now. </p><p>Just to provide a recap, Palantir Technologies is headquartered in Colorado and provides security products and services. Palantir embeds artificial intelligence functionalities into many of its products. With the cybersecurity and AI markets potentially poised for substantial growth, Palantir stock absolutely deserves an “A” grade.</p><h2 id=\"id_1728805993\">Diverging Analyst Views of PLTR Stock</h2><p>In light of Palantir Technologies’ stellar fourth-quarter 2023 results, Wedbush Securities analyst Dan Ives called Palantir the “Messi of AI.” This was a reference to Lionel Messi, a soccer superstar.</p><p>Ives published a $30 price target on PLTR stock, which implies substantial upside in the near term. However, not every expert on Wall Street is as enthusiastic as Ives is.</p><p>HSBC Global Research analyst Stephen Bersey downgraded Palantir stock from “buy” to “hold” and assigned the shares a not-so-optimistic $22 price target. Apparently, Bersey is concerned about Palantir Technologies’ valuation.</p><p>Yet, Bersey also expects (per <em>Barron’s</em>) that Palantir “can grow earnings on a compounded basis more than 24% a year through 2028.” Bersey admitted that Palantir Technologies’ “commercial business is witnessing a strong acceleration, especially in the U.S., as demand for the company’s AI Platform remains strong.”</p><p>If it’s true, as Bersey states, that Palantir “is well positioned to benefit from the strong demand for its artificial intelligence products,” then it’s not particularly productive to worry about the company’s valuation. Palantir Technologies’ valuation is justified with strong growth potential.</p><h2 id=\"id_3724967759\">Is Palantir About to Be Included in the S&amp;P 500?</h2><p>Here’s another pillar of the bullish argument for PLTR stock. As a Seeking Alpha article by Noah’s Arc Capital Management suggests, Palantir Technologies is a good candidate for inclusion in the S&amp;P 500 index.</p><p>Noah’s Arc Capital Management observes that Palantir, after reporting excellent fourth-quarter 2023 results, has the “potential for 4 straight quarters of operating profitability, increasing its chances of joining the S&amp;P 500.” To that, we could add that Palantir Technologies achieved five consecutive quarters of GAAP-measured profitability.</p><p>We could also mention that Palantir’s Q4 2023 U.S. commercial revenue grew 70% year over year to $131 million. Yet, there’s no need to belabor the point. Palantir Technologies has earned its “Messi” superstar status.</p><p>If Palantir is included in the S&amp;P 500 index, then PLTR stock would be a component of many index funds. This could buoy the Palantir share price while also adding a sense of prestige to the company.</p><h2 id=\"id_2360824938\">PLTR Stock: Don’t Fret About Palantir’s Valuation</h2><p>Last year, traders who worried about Palantir stock being in a “bubble” ended up missing out on a great buying opportunity. Going forward, Palantir Technologies has tremendous growth prospects and fretting over Palantir’s valuation is counterproductive.</p><p>Besides, Palantir Technologies looks like a strong candidate for inclusion in the S&amp;P 500 index. So, don’t be deterred by the worry warts’ objections. PLTR stock has the potential to rally throughout 2024, and it earns a confident “A” grade.</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>No Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher</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\">\nNo Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-29 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2024/02/no-bubble-no-trouble-palantir-stock-is-ready-to-roar-higher/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An analyst recommends taking profits on Palantir Technologies stock.However, Palantir Technologies appears to be a good candidate for inclusion in the S&P 500 index.Investors should consider buying ...</p>\n\n<a href=\"https://investorplace.com/market360/2024/02/no-bubble-no-trouble-palantir-stock-is-ready-to-roar-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4588":"碎股","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/market360/2024/02/no-bubble-no-trouble-palantir-stock-is-ready-to-roar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414820725","content_text":"An analyst recommends taking profits on Palantir Technologies stock.However, Palantir Technologies appears to be a good candidate for inclusion in the S&P 500 index.Investors should consider buying and holding PLTR stock.Source: Sundry Photography / Shutterstock.comWhich side of the fence are you on? You can either be in the winner’s circle and benefit from Palantir Technologies’ amazing growth story, or you can sit on the sidelines and worry that PLTR stock is “due” for a crash. So far, investors on the long side of the trade have profited handsomely. Considering Palantir’s outstanding results, there’s no compelling reason to turn bearish now. Just to provide a recap, Palantir Technologies is headquartered in Colorado and provides security products and services. Palantir embeds artificial intelligence functionalities into many of its products. With the cybersecurity and AI markets potentially poised for substantial growth, Palantir stock absolutely deserves an “A” grade.Diverging Analyst Views of PLTR StockIn light of Palantir Technologies’ stellar fourth-quarter 2023 results, Wedbush Securities analyst Dan Ives called Palantir the “Messi of AI.” This was a reference to Lionel Messi, a soccer superstar.Ives published a $30 price target on PLTR stock, which implies substantial upside in the near term. However, not every expert on Wall Street is as enthusiastic as Ives is.HSBC Global Research analyst Stephen Bersey downgraded Palantir stock from “buy” to “hold” and assigned the shares a not-so-optimistic $22 price target. Apparently, Bersey is concerned about Palantir Technologies’ valuation.Yet, Bersey also expects (per Barron’s) that Palantir “can grow earnings on a compounded basis more than 24% a year through 2028.” Bersey admitted that Palantir Technologies’ “commercial business is witnessing a strong acceleration, especially in the U.S., as demand for the company’s AI Platform remains strong.”If it’s true, as Bersey states, that Palantir “is well positioned to benefit from the strong demand for its artificial intelligence products,” then it’s not particularly productive to worry about the company’s valuation. Palantir Technologies’ valuation is justified with strong growth potential.Is Palantir About to Be Included in the S&P 500?Here’s another pillar of the bullish argument for PLTR stock. As a Seeking Alpha article by Noah’s Arc Capital Management suggests, Palantir Technologies is a good candidate for inclusion in the S&P 500 index.Noah’s Arc Capital Management observes that Palantir, after reporting excellent fourth-quarter 2023 results, has the “potential for 4 straight quarters of operating profitability, increasing its chances of joining the S&P 500.” To that, we could add that Palantir Technologies achieved five consecutive quarters of GAAP-measured profitability.We could also mention that Palantir’s Q4 2023 U.S. commercial revenue grew 70% year over year to $131 million. Yet, there’s no need to belabor the point. Palantir Technologies has earned its “Messi” superstar status.If Palantir is included in the S&P 500 index, then PLTR stock would be a component of many index funds. This could buoy the Palantir share price while also adding a sense of prestige to the company.PLTR Stock: Don’t Fret About Palantir’s ValuationLast year, traders who worried about Palantir stock being in a “bubble” ended up missing out on a great buying opportunity. Going forward, Palantir Technologies has tremendous growth prospects and fretting over Palantir’s valuation is counterproductive.Besides, Palantir Technologies looks like a strong candidate for inclusion in the S&P 500 index. So, don’t be deterred by the worry warts’ objections. PLTR stock has the potential to rally throughout 2024, and it earns a confident “A” grade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276848597811480,"gmtCreate":1708616114668,"gmtModify":1708616120976,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Margins ate high &amp; real! &nbsp;Forward PE is 30 something! &nbsp;Bears if u cannot afford it walk on by! &nbsp;Nvdia just hitting the tipping point! &nbsp;We are going to party like 1995!","listText":"Margins ate high &amp; real! &nbsp;Forward PE is 30 something! &nbsp;Bears if u cannot afford it walk on by! &nbsp;Nvdia just hitting the tipping point! &nbsp;We are going to party like 1995!","text":"Margins ate high & real! Forward PE is 30 something! Bears if u cannot afford it walk on by! Nvdia just hitting the tipping point! We are going to party like 1995!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276848597811480","repostId":"2413260971","repostType":2,"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269557082272000,"gmtCreate":1706826676850,"gmtModify":1706826681773,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Lol! As a shareholder i vote move the incorporation to Austin! &nbsp;Delaware is a joke Rescinding a bad agreement? &nbsp;How so? &nbsp;Look at the amazing ROI! A settlement that is fair &amp; just to both sides...Not just the plaintiff but all shareholders &amp; Elon's compensation!!!","listText":"Lol! As a shareholder i vote move the incorporation to Austin! &nbsp;Delaware is a joke Rescinding a bad agreement? &nbsp;How so? &nbsp;Look at the amazing ROI! A settlement that is fair &amp; just to both sides...Not just the plaintiff but all shareholders &amp; Elon's compensation!!!","text":"Lol! As a shareholder i vote move the incorporation to Austin! Delaware is a joke Rescinding a bad agreement? How so? Look at the amazing ROI! A settlement that is fair & just to both sides...Not just the plaintiff but all shareholders & Elon's compensation!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269557082272000","repostId":"2408854654","repostType":2,"repost":{"id":"2408854654","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1706825868,"share":"https://ttm.financial/m/news/2408854654?lang=&edition=fundamental","pubTime":"2024-02-02 06:17","market":"sg","language":"en","title":"Elon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2408854654","media":"Reuters","summary":"  WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikel","content":"<html><head></head><body><div>\n<div>\n<div><p>WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikely opponent, a former heavy metal drummer.</p><p>Richard Tornetta sued Musk in 2018, when the Pennsylvania resident held just nine shares of Tesla. The case eventually made its way to trial in late 2022 and on Tuesday a judge sided with Tornetta, voiding the enormous pay deal for being unfair to him and all his fellow Tesla shareholders.</p><p>Tornetta could not be reached for a comment and his attorney declined to comment.</p><p>Until Tornetta&#39;s case, Musk prevailed in a string of trials accusing him of defamation, of breaching his duty to shareholders and of violating securities laws.</p><p>Based on his online presence, Tornetta seems to have more of an interest in creating audio gear for car-customizing enthusiasts than going after corporate excess and malfeasance.</p><p>He has posted light-hearted videos about gadgets he has created or mishaps, including describing how he torched his eyebrows.</p><p>Tornetta also turned up in videos drumming at the legendary former New York club CBGB with his now-defunct metal band &#34;Dawn of Correction&#34;, which described its sound as &#34;a swift kick to the face with a steel-toed work boot.&#34;</p><p>On social media, fans of Tesla and Musk seemed to find the case a travesty of justice and speculated about Tornetta&#39;s intentions and political affiliations, asking how an investor with such miniscule holdings could wield such power.</p><p>Delaware corporate case law is full of cases bearing the names of individual investors with tiny shareholdings who wound up shaping America&#39;s corporate law.</p><p>Many law firms that represent shareholders keep a stable of investors they can work with to bring cases, says Eric Talley, who teaches corporate law at Columbia Law School. They might be pension funds with a broad range of stock holdings but they are also often individuals like Tornetta.</p><p>The plaintiff signs paperwork to file the lawsuit and then generally gets out of the way, says Talley. The investors don&#39;t pay the law firm, which takes the case on contingency, as the lawyers did in the Musk case.</p><p>Tornetta benefits from winning the case the same way other Tesla shareholders benefit: saving the company billions of dollars that a subservient board of directors paid to Musk.</p><p>Business groups have long criticized cases brought by individuals as an indication of potentially abusive litigation. Delaware 10 years ago was plagued with lawsuits led by retail investors owning a few shares challenging merger deals. The cases were often quickly resolved with meaningless settlements that always included payments to the attorneys bringing the cases. Delaware judges and lawmakers eventually reined in the practice.</p><p>Experts said people like Tornetta are vital for policing boardrooms. Lawmakers and judges have long wanted large investment firms to lead such corporate litigation since they are better equipped to keep an eye on their lawyers&#39; tactics. But experts said fund managers do not want to jeopardize relationships on Wall Street.</p><p>So it was up to Tornetta to take on Musk.</p><p>&#34;His name is now etched in the annals of corporate law,&#34; Talley said. &#34;My students will be reading Tornetta v Musk for the next 10 years.&#34;</p></div>\n</div>\n</div></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>Elon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion</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\">\nElon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-02 06:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><div>\n<div>\n<div><p>WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikely opponent, a former heavy metal drummer.</p><p>Richard Tornetta sued Musk in 2018, when the Pennsylvania resident held just nine shares of Tesla. The case eventually made its way to trial in late 2022 and on Tuesday a judge sided with Tornetta, voiding the enormous pay deal for being unfair to him and all his fellow Tesla shareholders.</p><p>Tornetta could not be reached for a comment and his attorney declined to comment.</p><p>Until Tornetta&#39;s case, Musk prevailed in a string of trials accusing him of defamation, of breaching his duty to shareholders and of violating securities laws.</p><p>Based on his online presence, Tornetta seems to have more of an interest in creating audio gear for car-customizing enthusiasts than going after corporate excess and malfeasance.</p><p>He has posted light-hearted videos about gadgets he has created or mishaps, including describing how he torched his eyebrows.</p><p>Tornetta also turned up in videos drumming at the legendary former New York club CBGB with his now-defunct metal band &#34;Dawn of Correction&#34;, which described its sound as &#34;a swift kick to the face with a steel-toed work boot.&#34;</p><p>On social media, fans of Tesla and Musk seemed to find the case a travesty of justice and speculated about Tornetta&#39;s intentions and political affiliations, asking how an investor with such miniscule holdings could wield such power.</p><p>Delaware corporate case law is full of cases bearing the names of individual investors with tiny shareholdings who wound up shaping America&#39;s corporate law.</p><p>Many law firms that represent shareholders keep a stable of investors they can work with to bring cases, says Eric Talley, who teaches corporate law at Columbia Law School. They might be pension funds with a broad range of stock holdings but they are also often individuals like Tornetta.</p><p>The plaintiff signs paperwork to file the lawsuit and then generally gets out of the way, says Talley. The investors don&#39;t pay the law firm, which takes the case on contingency, as the lawyers did in the Musk case.</p><p>Tornetta benefits from winning the case the same way other Tesla shareholders benefit: saving the company billions of dollars that a subservient board of directors paid to Musk.</p><p>Business groups have long criticized cases brought by individuals as an indication of potentially abusive litigation. Delaware 10 years ago was plagued with lawsuits led by retail investors owning a few shares challenging merger deals. The cases were often quickly resolved with meaningless settlements that always included payments to the attorneys bringing the cases. Delaware judges and lawmakers eventually reined in the practice.</p><p>Experts said people like Tornetta are vital for policing boardrooms. Lawmakers and judges have long wanted large investment firms to lead such corporate litigation since they are better equipped to keep an eye on their lawyers&#39; tactics. But experts said fund managers do not want to jeopardize relationships on Wall Street.</p><p>So it was up to Tornetta to take on Musk.</p><p>&#34;His name is now etched in the annals of corporate law,&#34; Talley said. &#34;My students will be reading Tornetta v Musk for the next 10 years.&#34;</p></div>\n</div>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4550":"红杉资本持仓"},"source_url":"https://www.channelnewsasia.com/business/elon-musk-bashed-heavy-metal-drummer-who-cost-him-56-billion-4092826","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408854654","content_text":"WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikely opponent, a former heavy metal drummer.Richard Tornetta sued Musk in 2018, when the Pennsylvania resident held just nine shares of Tesla. The case eventually made its way to trial in late 2022 and on Tuesday a judge sided with Tornetta, voiding the enormous pay deal for being unfair to him and all his fellow Tesla shareholders.Tornetta could not be reached for a comment and his attorney declined to comment.Until Tornetta's case, Musk prevailed in a string of trials accusing him of defamation, of breaching his duty to shareholders and of violating securities laws.Based on his online presence, Tornetta seems to have more of an interest in creating audio gear for car-customizing enthusiasts than going after corporate excess and malfeasance.He has posted light-hearted videos about gadgets he has created or mishaps, including describing how he torched his eyebrows.Tornetta also turned up in videos drumming at the legendary former New York club CBGB with his now-defunct metal band \"Dawn of Correction\", which described its sound as \"a swift kick to the face with a steel-toed work boot.\"On social media, fans of Tesla and Musk seemed to find the case a travesty of justice and speculated about Tornetta's intentions and political affiliations, asking how an investor with such miniscule holdings could wield such power.Delaware corporate case law is full of cases bearing the names of individual investors with tiny shareholdings who wound up shaping America's corporate law.Many law firms that represent shareholders keep a stable of investors they can work with to bring cases, says Eric Talley, who teaches corporate law at Columbia Law School. They might be pension funds with a broad range of stock holdings but they are also often individuals like Tornetta.The plaintiff signs paperwork to file the lawsuit and then generally gets out of the way, says Talley. The investors don't pay the law firm, which takes the case on contingency, as the lawyers did in the Musk case.Tornetta benefits from winning the case the same way other Tesla shareholders benefit: saving the company billions of dollars that a subservient board of directors paid to Musk.Business groups have long criticized cases brought by individuals as an indication of potentially abusive litigation. Delaware 10 years ago was plagued with lawsuits led by retail investors owning a few shares challenging merger deals. The cases were often quickly resolved with meaningless settlements that always included payments to the attorneys bringing the cases. Delaware judges and lawmakers eventually reined in the practice.Experts said people like Tornetta are vital for policing boardrooms. Lawmakers and judges have long wanted large investment firms to lead such corporate litigation since they are better equipped to keep an eye on their lawyers' tactics. But experts said fund managers do not want to jeopardize relationships on Wall Street.So it was up to Tornetta to take on Musk.\"His name is now etched in the annals of corporate law,\" Talley said. \"My students will be reading Tornetta v Musk for the next 10 years.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264383908622472,"gmtCreate":1705571047164,"gmtModify":1705577152950,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Always remember! Tesla Bulls &amp; Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...","listText":"Always remember! Tesla Bulls &amp; Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...","text":"Always remember! Tesla Bulls & Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264383908622472","repostId":"2404356176","repostType":2,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263498551320688,"gmtCreate":1705365238328,"gmtModify":1705369440706,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"A super App! &nbsp;","listText":"A super App! &nbsp;","text":"A super App!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263498551320688","repostId":"2403027273","repostType":2,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":382691027374216,"gmtCreate":1734438558007,"gmtModify":1734516840556,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Nvidia GPUs are not only for Ai ,its also for accelerated computing! The old X86 architectures have to be replaced not only in the US but around the world! &nbsp;Like AMD, Broadcom will get the crumbs! &nbsp;Lol! Dethrone Nvidia? &nbsp;Dream on... at least for the next 3-5 years!LG","listText":"Nvidia GPUs are not only for Ai ,its also for accelerated computing! The old X86 architectures have to be replaced not only in the US but around the world! &nbsp;Like AMD, Broadcom will get the crumbs! &nbsp;Lol! Dethrone Nvidia? &nbsp;Dream on... at least for the next 3-5 years!LG","text":"Nvidia GPUs are not only for Ai ,its also for accelerated computing! The old X86 architectures have to be replaced not only in the US but around the world! Like AMD, Broadcom will get the crumbs! Lol! Dethrone Nvidia? Dream on... at least for the next 3-5 years!LG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/382691027374216","repostId":"1164492840","repostType":2,"repost":{"id":"1164492840","kind":"news","pubTimestamp":1734435900,"share":"https://ttm.financial/m/news/1164492840?lang=&edition=fundamental","pubTime":"2024-12-17 19:45","market":"us","language":"en","title":"Is Nvidia In Trouble? Why Broadcom Could Dethrone The AI King","url":"https://stock-news.laohu8.com/highlight/detail?id=1164492840","media":"Seeking Alpha","summary":"SummaryBroadcom Inc.'s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia's dominance.Broadcom's ASIC AI chips offer potential ","content":"<html><head></head><body><h2 id=\"id_3549525175\">Summary</h2><ul style=\"\"><li><p>Broadcom Inc.&#39;s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia&#39;s dominance.</p></li><li><p>Broadcom&#39;s ASIC AI chips offer potential cost and efficiency advantages over traditional GPUs, attracting significant interest from major tech companies.</p></li><li><p>Despite promising developments, Broadcom&#39;s stock appears overvalued post-rally, with a P/E of 36 and overbought technical indicators.</p></li><li><p>The future of AI hardware remains uncertain, with competition from Nvidia, AMD, and other players, making it prudent to hold rather than chase AVGO.</p></li><li><p>I am James Foord, an economist with a global approach to investing. I lead the investing group The Pragmatic Investor where the focus is on building a robust and truly diversified portfolios that will continually preserve and increase wealth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1aae79d658b04b5e1aa9c4dc9c46739e\" alt=\"vm\" title=\"vm\" tg-width=\"750\" tg-height=\"500\"/><span>vm</span></p><h2 id=\"id_3843577768\">Thesis Summary</h2><p><strong>Broadcom Inc.</strong> (NASDAQ:AVGO) joined the trillion-dollar club after investors were impressed following the last earnings.</p><p>It seems that AVGO could make a real dent in the AI chip market through ASIC AI chips, which could present an advantage to traditional GPUs.</p><p>The market seems to have awarded Broadcom the title of runner-up in the AI market, and perhaps even sees it as a contender to Nvidia’s (NVDA) throne.</p><p>I last rated AVGO a sell, as I believe that the hype around AI was overstated. In light of the recent earnings, I can’t deny that there’s some reason to believe AVGO’s AI chips could, in fact, compete with Nvidia.</p><p>The stock still seems overvalued after the recent rally, but I am upgrading to a Hold.</p><h2 id=\"id_3178658071\">Broadcom Pleases Investors</h2><p>Broadcom’s earnings came in slightly above expectations, but it was really the optimistic guidance in the numbers and the positive sentiment expressed in the earnings call that catapulted the stock to over $1 trillion market cap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d4ff9f66934c96206b9463fdb2fcd29\" alt=\"AVGO in charts (SA)\" title=\"AVGO in charts (SA)\" tg-width=\"984\" tg-height=\"424\"/><span>AVGO in charts (SA)</span></p><p>As we can see, Semiconductor Solutions increased the most QoQ, showing a very encouraging change in trend. While Infrastructure Software was flat, it’s still up near 200% YoY, and EBITDA increased over 50% YoY.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ae04397d8b921017cd843c93fc67f06\" alt=\"AVGO Earnings Snapshot (SA)\" title=\"AVGO Earnings Snapshot (SA)\" tg-width=\"927\" tg-height=\"448\"/><span>AVGO Earnings Snapshot (SA)</span></p><p>For Q1, AVGO expects revenues of $14.6 Billion, with adjusted EBITDA at a very impressive 66% margin.</p><p>This increase in margin and growth will no doubt be led by increasing sales of Broadcom’s ASIC AI Chip, which it calls XPUs.</p><blockquote><p>In 2027, we believe each of them plans to deploy 1 million XPU clusters across a single fabric. We expect this to represent an AI revenue Serviceable Addressable Market, or SAM, for XPUs and network in the range of $60 billion to $90 billion in fiscal 2027 alone</p></blockquote><p>Source: Earnings Call.</p><p>$90 billion in potential revenues by 2027 is substantial, even in the fast-growing world of AI. Broadcom has also secured notable partnerships, including Apple (AAPL), as it was recently announced that they will be working together on a custom AI chip.</p><p>We could be seeing a very significant shift in the AI market, which would explain why we are seeing AVGO rise while Nvidia&#39;s stock languishes.</p><h2 id=\"id_4015903085\">ASICs vs. GPU</h2><p>It’s not the first time we see a stock pop with just the mention of “AI revenues.” However, this time it feels a bit different.</p><p>Broadcom rallied over 20% following their earnings and is up almost 10% as I write this on Monday the 16th of November. Meanwhile, Nvidia’s stock is down again.</p><p>Where others have failed, it seems like AVGO could now succeed, thanks to its “novel” approach.</p><p>Rather than competing head-to-head with NVIDIA, Broadcom is offering an alternative to its customers, the XPU, which is not a GPU, but more closely resembles an application-specific integrated circuit.</p><h3 id=\"id_1193016362\">What’s the advantage of an ASIC?</h3><p>As the name implies, an ASIC chip is designed for specific purposes, and this means that it can potentially carry out the same task as a general-purpose GPU more efficiently, meaning faster and at a lower cost.</p><p>For example, Edge’s Sohu chip created specifically for inference theoretically outperforms the Blackwell.</p><blockquote><p>By focusing solely on transformer inference, the Sohu chip achieves remarkable efficiency and speed, processing over 500,000 tokens per second for models like Llama 70B - which they claim to be an order of magnitude faster and cheaper than even Nvidia’s next-generation Blackwell (B200) GPUs.</p></blockquote><p>Source: Medium.</p><p>This is what Broadcom is attempting to do with the XPU and its latest line of offerings. Rather than selling “out-of-the-box” GPUs, it can work directly with customers to build specific solutions.</p><p>Why would big players in the AI space want to do this?</p><ul style=\"\"><li><p>Potentially lower cost</p></li><li><p>Higher efficiency</p></li><li><p>Less dependence on Nvidia</p></li><li><p>More customization and control.</p></li></ul><h2 id=\"id_1421456889\">It’s Happened Before</h2><p>Quite interestingly, we’ve already seen this movie play out before. A few years ago, we saw a shift in the crypto-mining industry from GPU to specialized chips, ASICs.</p><p>A lot of the reasons that applied back then to crypto, could apply today to AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/df002ee8794246eed68b48a582ccbd87\" alt=\"ASIC VS GPU (ASIC marketplace)\" title=\"ASIC VS GPU (ASIC marketplace)\" tg-width=\"1280\" tg-height=\"818\"/><span>ASIC VS GPU (ASIC marketplace)</span></p><p>The key thing to understand here is that, as AI applications and systems become more widespread and understood, it may begin to pay off to build custom chips. These offer more versatility and specialization capabilities.</p><h2 id=\"id_1285800637\">Could this time be different?</h2><p>However, investors should not be so hasty when it comes to determining an AI winner. Yes, AVGO has shown a lot of promise in the last quarter, and the fact that it is already likely working with a lot of the big tech companies on “alternatives” to Nvidia’s GPUs, is encouraging news.</p><p>But that doesn’t mean ASICs will be the future, and it also doesn’t mean Broadcom will be the clear winner.</p><h3 id=\"id_2977880914\">The Ecosystem Matters</h3><p>Based on the evidence laid out above, one could come to believe that Nvidia’s days are numbered, but that’s not necessarily true.</p><p>Even with ASICs AI chips, there are still plenty of reasons to favor Nvidia chips.</p><ul style=\"\"><li><p>GPUs that can be used for many things can be more useful and less risky to buy</p></li><li><p>Nvidia has an established track record</p></li><li><p>Nvidia has CUDA and an established ecosystem.</p></li></ul><p>This last point is perhaps the most important one. AI isn’t just about the hardware, it’s also about the software, and CUDA has been regarded for a long time as a key moat and differentiating factor.</p><p>More importantly, Nvidia GPUs and CUDA have become the standard, so that’s what people know and build on. There are definitely huge network externalities that we can’t overlook.</p><h3 id=\"id_1249318255\">The Future of AI Is Uncertain</h3><p>On top of this, the future of AI is still very uncertain. It could be GPUs or custom chips, but it could also be TPUs, or Neural Processing Units (NPUs).</p><p>It’s already hard enough to predict what the future of AI will look like, and even harder to predict who the winners will be. AVGO has shown an encouraging trend in their latest earnings, but competition from smaller players, and even established players like Advanced Micro Devices (AMD) and Nvidia itself, should not be overlooked.</p><p>Even if GPUs were to become obsolete, would we expect Nvidia to just sit and watch this happen with arms crossed?</p><h2 id=\"id_638560697\">Is AVGO A Buy Right Now?</h2><p>Following the recent rally, Broadcom is certainly not cheap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6f0ad8fee7c20e559616528b49ac2ea\" alt=\"AVGO and Peers valuation (SA)\" title=\"AVGO and Peers valuation (SA)\" tg-width=\"1280\" tg-height=\"538\"/><span>AVGO and Peers valuation (SA)</span></p><p>With a P/E of 36, it&#39;s equally expensive as Advanced Micro Devices. However, AVGO is quite expensive if we look at metrics like forward PEG. I pointed this out in my last article, and my view hasn’t really changed, but this may change if AVGO can deliver on its promise of more AI growth and higher margins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce7303d331c8ac236de9779fd27245cb\" alt=\"EPS estimates (SA)\" title=\"EPS estimates (SA)\" tg-width=\"1280\" tg-height=\"501\"/><span>EPS estimates (SA)</span></p><p>So far, this is not really reflected in the EPS estimates, which show that AVGO’s EPS will grow at around 20% CAGR over the coming years.</p><p>Furthermore, the stock looks quite overbought after the recent rally.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5cb8cbeb6463a91bd8aa1aaa8956ea56\" alt=\"AVGO TA (Trendspider)\" title=\"AVGO TA (Trendspider)\" tg-width=\"1280\" tg-height=\"724\"/><span>AVGO TA (Trendspider)</span></p><p>We can see a strong bearish divergence forming on the RSI, which has failed to make higher highs since July 2023.</p><h2 id=\"id_3155013536\">Final Thoughts</h2><p>I don’t think the market is necessarily wrong here. I am quite encouraged by AVGO’s latest earnings and think there are plenty of ways in which the company can capture more of the AI market. There are definitely some very logical reasons why big tech companies might favor Broadcom’s specialized AI chips in the near future.</p><p>However, following this massive rally, I don’t think it’s prudent to chase this stock. There’s still a lot we don’t know, and though AVGO shows potential, there’s a lot of competition out there.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia In Trouble? Why Broadcom Could Dethrone The AI King</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia In Trouble? Why Broadcom Could Dethrone The AI King\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 19:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744621-is-nvidia-in-trouble-why-broadcom-could-dethrone-the-ai-king><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBroadcom Inc.'s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia's dominance.Broadcom's ASIC AI chips offer potential ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744621-is-nvidia-in-trouble-why-broadcom-could-dethrone-the-ai-king\">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","AVGO":"博通"},"source_url":"https://seekingalpha.com/article/4744621-is-nvidia-in-trouble-why-broadcom-could-dethrone-the-ai-king","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164492840","content_text":"SummaryBroadcom Inc.'s AI chip advancements and optimistic earnings guidance have propelled its market cap to over $1 trillion, challenging Nvidia's dominance.Broadcom's ASIC AI chips offer potential cost and efficiency advantages over traditional GPUs, attracting significant interest from major tech companies.Despite promising developments, Broadcom's stock appears overvalued post-rally, with a P/E of 36 and overbought technical indicators.The future of AI hardware remains uncertain, with competition from Nvidia, AMD, and other players, making it prudent to hold rather than chase AVGO.I am James Foord, an economist with a global approach to investing. I lead the investing group The Pragmatic Investor where the focus is on building a robust and truly diversified portfolios that will continually preserve and increase wealth.vmThesis SummaryBroadcom Inc. (NASDAQ:AVGO) joined the trillion-dollar club after investors were impressed following the last earnings.It seems that AVGO could make a real dent in the AI chip market through ASIC AI chips, which could present an advantage to traditional GPUs.The market seems to have awarded Broadcom the title of runner-up in the AI market, and perhaps even sees it as a contender to Nvidia’s (NVDA) throne.I last rated AVGO a sell, as I believe that the hype around AI was overstated. In light of the recent earnings, I can’t deny that there’s some reason to believe AVGO’s AI chips could, in fact, compete with Nvidia.The stock still seems overvalued after the recent rally, but I am upgrading to a Hold.Broadcom Pleases InvestorsBroadcom’s earnings came in slightly above expectations, but it was really the optimistic guidance in the numbers and the positive sentiment expressed in the earnings call that catapulted the stock to over $1 trillion market cap.AVGO in charts (SA)As we can see, Semiconductor Solutions increased the most QoQ, showing a very encouraging change in trend. While Infrastructure Software was flat, it’s still up near 200% YoY, and EBITDA increased over 50% YoY.AVGO Earnings Snapshot (SA)For Q1, AVGO expects revenues of $14.6 Billion, with adjusted EBITDA at a very impressive 66% margin.This increase in margin and growth will no doubt be led by increasing sales of Broadcom’s ASIC AI Chip, which it calls XPUs.In 2027, we believe each of them plans to deploy 1 million XPU clusters across a single fabric. We expect this to represent an AI revenue Serviceable Addressable Market, or SAM, for XPUs and network in the range of $60 billion to $90 billion in fiscal 2027 aloneSource: Earnings Call.$90 billion in potential revenues by 2027 is substantial, even in the fast-growing world of AI. Broadcom has also secured notable partnerships, including Apple (AAPL), as it was recently announced that they will be working together on a custom AI chip.We could be seeing a very significant shift in the AI market, which would explain why we are seeing AVGO rise while Nvidia's stock languishes.ASICs vs. GPUIt’s not the first time we see a stock pop with just the mention of “AI revenues.” However, this time it feels a bit different.Broadcom rallied over 20% following their earnings and is up almost 10% as I write this on Monday the 16th of November. Meanwhile, Nvidia’s stock is down again.Where others have failed, it seems like AVGO could now succeed, thanks to its “novel” approach.Rather than competing head-to-head with NVIDIA, Broadcom is offering an alternative to its customers, the XPU, which is not a GPU, but more closely resembles an application-specific integrated circuit.What’s the advantage of an ASIC?As the name implies, an ASIC chip is designed for specific purposes, and this means that it can potentially carry out the same task as a general-purpose GPU more efficiently, meaning faster and at a lower cost.For example, Edge’s Sohu chip created specifically for inference theoretically outperforms the Blackwell.By focusing solely on transformer inference, the Sohu chip achieves remarkable efficiency and speed, processing over 500,000 tokens per second for models like Llama 70B - which they claim to be an order of magnitude faster and cheaper than even Nvidia’s next-generation Blackwell (B200) GPUs.Source: Medium.This is what Broadcom is attempting to do with the XPU and its latest line of offerings. Rather than selling “out-of-the-box” GPUs, it can work directly with customers to build specific solutions.Why would big players in the AI space want to do this?Potentially lower costHigher efficiencyLess dependence on NvidiaMore customization and control.It’s Happened BeforeQuite interestingly, we’ve already seen this movie play out before. A few years ago, we saw a shift in the crypto-mining industry from GPU to specialized chips, ASICs.A lot of the reasons that applied back then to crypto, could apply today to AI.ASIC VS GPU (ASIC marketplace)The key thing to understand here is that, as AI applications and systems become more widespread and understood, it may begin to pay off to build custom chips. These offer more versatility and specialization capabilities.Could this time be different?However, investors should not be so hasty when it comes to determining an AI winner. Yes, AVGO has shown a lot of promise in the last quarter, and the fact that it is already likely working with a lot of the big tech companies on “alternatives” to Nvidia’s GPUs, is encouraging news.But that doesn’t mean ASICs will be the future, and it also doesn’t mean Broadcom will be the clear winner.The Ecosystem MattersBased on the evidence laid out above, one could come to believe that Nvidia’s days are numbered, but that’s not necessarily true.Even with ASICs AI chips, there are still plenty of reasons to favor Nvidia chips.GPUs that can be used for many things can be more useful and less risky to buyNvidia has an established track recordNvidia has CUDA and an established ecosystem.This last point is perhaps the most important one. AI isn’t just about the hardware, it’s also about the software, and CUDA has been regarded for a long time as a key moat and differentiating factor.More importantly, Nvidia GPUs and CUDA have become the standard, so that’s what people know and build on. There are definitely huge network externalities that we can’t overlook.The Future of AI Is UncertainOn top of this, the future of AI is still very uncertain. It could be GPUs or custom chips, but it could also be TPUs, or Neural Processing Units (NPUs).It’s already hard enough to predict what the future of AI will look like, and even harder to predict who the winners will be. AVGO has shown an encouraging trend in their latest earnings, but competition from smaller players, and even established players like Advanced Micro Devices (AMD) and Nvidia itself, should not be overlooked.Even if GPUs were to become obsolete, would we expect Nvidia to just sit and watch this happen with arms crossed?Is AVGO A Buy Right Now?Following the recent rally, Broadcom is certainly not cheap.AVGO and Peers valuation (SA)With a P/E of 36, it's equally expensive as Advanced Micro Devices. However, AVGO is quite expensive if we look at metrics like forward PEG. I pointed this out in my last article, and my view hasn’t really changed, but this may change if AVGO can deliver on its promise of more AI growth and higher margins.EPS estimates (SA)So far, this is not really reflected in the EPS estimates, which show that AVGO’s EPS will grow at around 20% CAGR over the coming years.Furthermore, the stock looks quite overbought after the recent rally.AVGO TA (Trendspider)We can see a strong bearish divergence forming on the RSI, which has failed to make higher highs since July 2023.Final ThoughtsI don’t think the market is necessarily wrong here. I am quite encouraged by AVGO’s latest earnings and think there are plenty of ways in which the company can capture more of the AI market. There are definitely some very logical reasons why big tech companies might favor Broadcom’s specialized AI chips in the near future.However, following this massive rally, I don’t think it’s prudent to chase this stock. There’s still a lot we don’t know, and though AVGO shows potential, there’s a lot of competition out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667613087911","authorIdStr":"3527667613087911"},"content":"buy them all with $iShares Semiconductor ETF(SOXX)$ lol","text":"buy them all with $iShares Semiconductor ETF(SOXX)$ lol","html":"buy them all with $iShares Semiconductor ETF(SOXX)$ lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276848597811480,"gmtCreate":1708616114668,"gmtModify":1708616120976,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Margins ate high &amp; real! &nbsp;Forward PE is 30 something! &nbsp;Bears if u cannot afford it walk on by! &nbsp;Nvdia just hitting the tipping point! &nbsp;We are going to party like 1995!","listText":"Margins ate high &amp; real! &nbsp;Forward PE is 30 something! &nbsp;Bears if u cannot afford it walk on by! &nbsp;Nvdia just hitting the tipping point! &nbsp;We are going to party like 1995!","text":"Margins ate high & real! Forward PE is 30 something! Bears if u cannot afford it walk on by! Nvdia just hitting the tipping point! We are going to party like 1995!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276848597811480","repostId":"2413260971","repostType":2,"repost":{"id":"2413260971","kind":"highlight","pubTimestamp":1708615599,"share":"https://ttm.financial/m/news/2413260971?lang=&edition=fundamental","pubTime":"2024-02-22 23:26","market":"us","language":"en","title":"What Bubble? Nvidia Profits Are Rising Even More Than Its Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2413260971","media":"Bloomberg","summary":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market tha","content":"<html><head></head><body><ul style=\"\"><li><p>New guidance set to push down stock’s price-to-earnings ratio</p></li><li><p>Seeing Nvidia as too expensive a ‘huge mistake’: Main Street</p></li></ul><p>Nvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.</p><p>All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.</p><p>“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”</p><p>Put another way, Nvidia’s earnings have been growing even faster than the stock.</p><p>Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/505e79ecf9938a1967e7f5b7a8a70722\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.</p><p>While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.</p><p>“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.</p><p>Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.</p><p>“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”</p><p>To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.</p><p>“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”</p><p>But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.</p><p>“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.</p></body></html>","source":"lsy1584095487587","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>What Bubble? Nvidia Profits Are Rising Even More Than Its 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\">\nWhat Bubble? Nvidia Profits Are Rising Even More Than Its Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4529":"IDC概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDA":"英伟达","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0444971666.USD":"天利全球科技基金","BK4592":"伊斯兰概念","LU0080751232.USD":"富达环球多元动力基金A","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4567":"ESG概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4543":"AI","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4527":"明星科技股","BK4579":"人工智能","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4503":"景林资产持仓"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-22/what-bubble-nvidia-profits-are-rising-even-more-than-its-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413260971","content_text":"New guidance set to push down stock’s price-to-earnings ratioSeeing Nvidia as too expensive a ‘huge mistake’: Main StreetNvidia Corp.’s blowout earnings report lifted shares and assured the market that artificial intelligence mania is still going strong. It might also make the stock look cheaper.All eyes were on the chipmaker’s guidance for signs about the strength of the AI market, and Nvidia didn’t disappoint. With the numbers now in, bulls are swiftly calculating the stock’s new price-to-earnings ratio, or how much investors are paying for future growth.“Some investors have been scared to buy because they think the stock is too expensive, but that’s been a huge mistake,” said James Demmert, chief investment officer at Main Street Research. “Every time it reports, the P/E shrinks because the E ends up being so much stronger than people expect.”Put another way, Nvidia’s earnings have been growing even faster than the stock.Nvidia has seen its valuation slide since the middle of 2023, even amid a record-breaking rally for the shares, because of its massive earnings growth. In the fiscal fourth quarter, the chipmaker reported a whopping 486% year-over-year growth in earnings per share excluding certain items, with the $5.16 figure handily beating analyst estimates of $4.60. Its forecast for first quarter revenue of about $24 billion was also a big beat.The numbers mean Wall Street estimates are set to be revised higher, which will likely bring down the valuation once again if the share price doesn’t keep pace. The stock jumped as much as 15% in morning trading, hitting a record intraday high.While some investors have been concerned about a possible bubble forming around AI-related stocks, others noted that Nvidia is still less expensive than peers. The stock trades at about 32 times forward earnings, compared with rival Advanced Micro Devices Inc. at 45 times. The shares are also cheaper than those of Amazon.com Inc. and Microsoft Corp., while the Nasdaq 100 Index trades at a 25 times multiple.“Nvidia continues to be one of the cheapest AI-oriented stocks even after its year-to-date run up,” said David Wagner, portfolio manager at Aptus Capital Advisors LLC.Bullish comments from Nvidia Chief Executive Officer Jensen Huang are also likely to boost sentiment about the longer-term valuation. He said that AI has “hit the tipping point,” with demand surging worldwide across industries.“The longer the growth cycle, the more attractive the valuation will look for growth investors,” said Hendi Susanto, a portfolio manager at Gabelli Funds. “We want to see if Nvidia will continue to deliver this kind of strong growth beyond 2024, into 2025 and even 2026.”To be sure, Nvidia’s valuation needs to bake in the idea that current exponential growth can’t last forever, according to Alec Young, chief investment strategist at Mapsignals.“The normal valuation reflects the fact that the market doesn’t think this kind of growth is sustainable,” he said. “Once you get this big, the market doesn’t expect you to keep growing and doubling your business every year.”But that doesn’t mean that there’s any lack of enthusiasm around the stock and its growth trajectory for the next few years, especially given its place in the larger market, according to Young.“AI is a huge opportunity globally, and Nvidia is the arms merchant,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377829869076744,"gmtCreate":1733280233552,"gmtModify":1733280238612,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Good idea! &nbsp;Elon is increasingly unhinged, unfocus! &nbsp;Retail investors have to be aware!","listText":"Good idea! &nbsp;Elon is increasingly unhinged, unfocus! &nbsp;Retail investors have to be aware!","text":"Good idea! Elon is increasingly unhinged, unfocus! Retail investors have to be aware!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377829869076744","repostId":"1128943899","repostType":2,"repost":{"id":"1128943899","kind":"news","pubTimestamp":1733278500,"share":"https://ttm.financial/m/news/1128943899?lang=&edition=fundamental","pubTime":"2024-12-04 10:15","market":"us","language":"en","title":"Billionaire Tesla Whale Is Reducing Bet That Made Him Rich","url":"https://stock-news.laohu8.com/highlight/detail?id=1128943899","media":"Bloomberg","summary":"‘No longer all-in on Tesla,’ Leo KoGuan posted on X SaturdayTesla shares are bulk of retail holder’s $13.5 billion fortuneLeo KoGuanLeo KoGuan, one of Tesla Inc.’s largest individual shareholders, sai","content":"<html><head></head><body><ul style=\"\"><li><p>‘No longer all-in on Tesla,’ Leo KoGuan posted on X Saturday</p></li><li><p>Tesla shares are bulk of retail holder’s $13.5 billion fortune</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a94df7609fb98c1518a3858a0473ff\" alt=\"Leo KoGuan\" title=\"Leo KoGuan\" tg-width=\"900\" tg-height=\"600\"/><span>Leo KoGuan</span></p><p style=\"text-align: start;\">Leo KoGuan, one of Tesla Inc.’s largest individual shareholders, said he’s paring his stake in the automaker and putting some proceeds into government debt, fearing a selloff ahead.</p><p style=\"text-align: start;\">“No longer all-in on Tesla,” the billionaire posted Saturday on X in response to a question whether he still holds the stock. “I am selling Tesla and accumulating 3-month Treasury Bills.”</p><p>His reason for selling: to hedge his portfolio. “1929-type stock market crash is looming,” he wrote, making unspecified references to trillions of dollars worth of government debt and fiscal deficits.</p><p style=\"text-align: start;\">KoGuan didn’t respond to requests for comment about the size and pace of his selling. But if true, it’s a big change for the man who emerged as a Tesla whale during the 2021 everything-rally and told Bloomberg News in interviews about his belief in Elon Musk and ambition to keep adding to his stake in the carmaker until he was worth at least $100 billion.</p><p style=\"text-align: start;\">Tesla shares make up the bulk of KoGuan’s $13.5 billion fortune, according to the Bloomberg Billionaires Index. He held 27.7 million shares as of May, roughly 0.9% of the company, according to records reviewed by Bloomberg News.</p><p style=\"text-align: start;\">Born in Indonesia, educated in New York and currently residing in Singapore, KoGuan made his initial fortune from SHI International Corp., a Somerset, New Jersey-based enterprise software company he ran with his ex-wife.</p><p>The 69-year-old has said he began buying Tesla in 2019 and quickly built a massive stake using stock options, doubling down again and again.</p><p style=\"text-align: start;\">KoGuan has been increasingly critical of Musk since he bought X, saying the social media platform was diverting the entrepreneur’s time and attention away from Tesla. He also voted against Musk’s hotly contested pay package in a shareholder referendum in May, after it was struck down by a Delaware judge.</p></body></html>","source":"lsy1584095487587","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>Billionaire Tesla Whale Is Reducing Bet That Made Him Rich</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\">\nBillionaire Tesla Whale Is Reducing Bet That Made Him Rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-03/billionaire-tesla-whale-is-reducing-bet-that-made-him-rich><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘No longer all-in on Tesla,’ Leo KoGuan posted on X SaturdayTesla shares are bulk of retail holder’s $13.5 billion fortuneLeo KoGuanLeo KoGuan, one of Tesla Inc.’s largest individual shareholders, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-03/billionaire-tesla-whale-is-reducing-bet-that-made-him-rich\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-03/billionaire-tesla-whale-is-reducing-bet-that-made-him-rich","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128943899","content_text":"‘No longer all-in on Tesla,’ Leo KoGuan posted on X SaturdayTesla shares are bulk of retail holder’s $13.5 billion fortuneLeo KoGuanLeo KoGuan, one of Tesla Inc.’s largest individual shareholders, said he’s paring his stake in the automaker and putting some proceeds into government debt, fearing a selloff ahead.“No longer all-in on Tesla,” the billionaire posted Saturday on X in response to a question whether he still holds the stock. “I am selling Tesla and accumulating 3-month Treasury Bills.”His reason for selling: to hedge his portfolio. “1929-type stock market crash is looming,” he wrote, making unspecified references to trillions of dollars worth of government debt and fiscal deficits.KoGuan didn’t respond to requests for comment about the size and pace of his selling. But if true, it’s a big change for the man who emerged as a Tesla whale during the 2021 everything-rally and told Bloomberg News in interviews about his belief in Elon Musk and ambition to keep adding to his stake in the carmaker until he was worth at least $100 billion.Tesla shares make up the bulk of KoGuan’s $13.5 billion fortune, according to the Bloomberg Billionaires Index. He held 27.7 million shares as of May, roughly 0.9% of the company, according to records reviewed by Bloomberg News.Born in Indonesia, educated in New York and currently residing in Singapore, KoGuan made his initial fortune from SHI International Corp., a Somerset, New Jersey-based enterprise software company he ran with his ex-wife.The 69-year-old has said he began buying Tesla in 2019 and quickly built a massive stake using stock options, doubling down again and again.KoGuan has been increasingly critical of Musk since he bought X, saying the social media platform was diverting the entrepreneur’s time and attention away from Tesla. He also voted against Musk’s hotly contested pay package in a shareholder referendum in May, after it was struck down by a Delaware judge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341463881289968,"gmtCreate":1724387077990,"gmtModify":1724387082148,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"What perfect timing to publish this story with this title a few days before earnings with this title!","listText":"What perfect timing to publish this story with this title a few days before earnings with this title!","text":"What perfect timing to publish this story with this title a few days before earnings with this title!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341463881289968","repostId":"2461591315","repostType":2,"repost":{"id":"2461591315","kind":"highlight","pubTimestamp":1724379600,"share":"https://ttm.financial/m/news/2461591315?lang=&edition=fundamental","pubTime":"2024-08-23 10:20","market":"us","language":"en","title":"Nvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor","url":"https://stock-news.laohu8.com/highlight/detail?id=2461591315","media":"Fortune","summary":"Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of ","content":"<html><head></head><body><p style=\"text-align: start;\">Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of $119 billion earlier this summer.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6f740ca6e1999c821806bd6df8a4f94\" alt=\"Nvidia CEO Jensen Huang\" title=\"Nvidia CEO Jensen Huang\" tg-width=\"1440\" tg-height=\"960\"/><span>Nvidia CEO Jensen Huang</span></p><p>While Huang has worked on Nvidia for more than three decades, it has only been over the past 12 months or so that the chipmaker’s stock price has really begun to take off, and with that comes scrutiny.</p><p>Investors are largely thrilled with their bet on the Santa Clara, Calif., business, and the man Mark Zuckerberg dubbed the “Taylor Swift of tech.”</p><p>But Nvidia’s meteoric growth has led some experts to question whether the company’s corporate governance has matured as quickly.</p><p>They point to the fact that CEO Huang has been off-loading approximately $14 million worth of shares on a near-daily basis for months this summer. He still retains more than a 3.5% stake in the business.</p><p>This, inevitably, raises questions about why Huang is selling instead of holding.</p><p>And that, in turn, leads to the issue of why Huang has so many shares in the first place, and whether his compensation package incentivizes the performance shareholders want to see.</p><p>Investors want more intel on the business at the top. They want to see more transparent corporate governance, open succession planning, and a change in pay structure to motivate the next era of management, according to executive compensation experts who spoke to <em>Fortune.</em></p><h2 id=\"id_3273704826\">‘Huang selling shares doesn’t look good’</h2><p>Huang is selling his shares under a very specific plan—a Rule 10b5-1 agreement—which allows executives and employees to buy or sell stock in their own company without violating insider trading laws by using a predetermined schedule.</p><p>Rule 10b5-1 has a number of specific requirements, chief among them that a formula for the sales (not an individual) be used to determine the number, price, and date of the trade. A third party must also be employed to conduct the sales, who cannot be influenced by the client.</p><p>So while Huang is comfortably removed from any concerns about insider selling, the fact still remains that he is choosing to sell after a period of high share performance and then a dip.</p><p>This, according to Nell Minow, vice chair of corporate governance specialists ValueEdge Advisors, is not a good look.</p><p>Minow, who also owns shares in Nvidia herself, explained to <em>Fortune</em>: “What I want from an executive [is] to be very bullish on the stock. I want the executive to be thinking all the time: ‘Boy, this is really going to be worth a lot more soon’ and not, ‘Oof, I better sell some because I’m … experiencing the vertigo of having all my eggs in one basket.’</p><p>“I want all of their eggs in one basket.”</p><p>This year isn’t the first time Huang has employed a Rule 10b5-1—though it is a more tenacious selloff than previous trades.</p><p>In September last year, for example, Huang off-loaded 237,500 shares valued at just over $117 million under a 10b5-1 trading agreement. This year, by comparison, Huang sold $323 million in Nvidia stock in July alone.</p><p>Huang wasn’t the only Nvidia exec to confirm a Rule 10b5-1 trading agreement in the April filing. </p><p>Debora Shoquist, executive vice president of operations; Colette M. Kress, executive vice president and CFO; and Ajay K. Puri, executive vice president of worldwide field operations, disclosed similar plans.</p><p>“It signals that the stock has jumped tremendously and they’re getting a little nervous about it,” Minow believes. “It’s certainly concerning for investors; we ask ourselves: ‘Well, maybe I should be selling mine, too. What are they telling me? If they don’t have the confidence in the stock, then why should I?’”</p><p><em>Fortune</em> approached Nvidia for comment on how many shares in total Huang plans to off-load, and when his selloff will end. The company did not respond to the question.</p><p>Nvidia told <em>Fortune</em>: “Mr. Huang’s sales are based on a 10b5-1 plan, in which the price, amount, and dates of the sales are established in advance.”</p><h2 id=\"id_849267293\">Calming the ripple effect</h2><p>James Reda is a managing director at Chicago-based consultancy Gallagher’s HR and compensation practice. He has worked on a number of high-profile compensation cases, from Howard Schultz at Starbucks in the early 2000s to advising on Satya Nadella’s Microsoft package.</p><p>Why is Huang drip-feeding the sale of his stock, day after day, as opposed to off-loading larger sums all at once, we asked him.</p><p>“If you just dump that in the market the stock’s going to go down,” Reda told <em>Fortune</em>. “So you have to be very sensitive about it … If you have a large position that some of these founders and CEOs have, it could be a better strategy.</p><p>“I’ve seen a lot of cases where things are executed improperly and the stock tanks. Not because people think something’s going on, and all that stuff, but the excess supply. The market’s confused about what they do with it.”</p><p>The fact that Huang is selling on a near-daily basis as opposed to wider intervals is also not a surprise to Reda. The 10b5-1 plan is public, so markets will be aware of the stock influx and won’t be caught off guard.</p><p>And while some analysts like Minow want founders to be singularly focused on their own stock, Reda disagrees: “Ultimately, if you don’t sell the stock you’re gonna have to be like Elon Musk and some others that are putting stock up for collateral and getting these humongous loans.</p><p>“That just makes everybody more leveraged, why do that? Peel off a little stock on a regular basis and sell it.”</p><h2 id=\"id_318527430\">Too much stock?</h2><p>A look through the SEC filings of every Big Tech company presents a range of often complex compensation provisions. Meta’s Zuckerberg is famously paid a single dollar for his salary but takes $24.4 million in security costs. Apple’s Tim Cook has performance-based restricted stock units in a compensation package worth $49 million. Alphabet’s Sundar Pichai is given a triennial stock grant, which led to a $226 million payday in 2022.</p><p>The range of options also reveals a common practice in Silicon Valley: CEOs—particularly founders—are often continually awarded stock not only so they maintain a sense of power over a rapidly expanding empire, but also because it is a tried-and-tested method to motivate those at the top.</p><p>Nvidia’s 2024 proxy filing for fiscal year 2024 discloses that Huang was paid a salary of $996,514, with stock awards worth $26 million and additional incentivized cash compensation of $4 million. His total compensation package was worth approximately $34.17 million.</p><p>The filing also revealed Huang’s holdings in Nvidia prior to the stock sales beginning this spring, with the figure sitting at more than 93 million shares—3.79% of the business.</p><p>This is a sign that Huang has been given too much stock, Minow believes.</p><p>In her estimation, Huang’s shares should be locked in “golden handcuffs”—meaning he can’t sell until years after he leaves the business.</p><p>“Stop giving him stock. He’s clearly got too much, and that’s why he’s getting rid of it,” Minow said. “The marginal value of additional stock grants is negligible.”</p><p>Nvidia has a “pay for performance” strategy, per its SEC filing, based on revenue, operating income, and shareholder returns relative to the S&amp;P 500.</p><p>But Minow wants more detail. She said: “I would create very specific goals—and this is the job of the board—around market share, innovation, expansion, improving operations. Whatever the board decides the priorities should be.</p><p>“And let the market know what those goals are. That helps us as investors know if it’s something that we want to participate in.”</p><h2 id=\"id_4111673769\">The succession plan, or lack thereof</h2><p>The board itself presents further potential for improvement, in Minow’s opinion. Of the 12 individuals on the $2.93 trillion company’s board, only one cites experience in “corporate governance” in their official biography (although some of the others have served on other boards).</p><p>Minow also wants to see Nvidia ticking off the corporate to-do list by updating the market on a successor to the CEO. After all, CEOs can’t lead forever.</p><p>“His board of directors [is] very strong on technology, not as much on corporate governance,” Minow explains. “I would really like to see them say: ‘We have a process in place to make sure we’re cultivating our top people, making sure we have a deep bench; here’s how we’re going about it.’</p><p>“We don’t need a name, but they need to be very forthright about the value that Huang presents and that they’re taking very seriously the idea that he could just decide to go spend his money … They’ve got to be prepared for that.”</p><p>Huang, famed for his never-off work schedule and endless pushes for perfectionism, is the beating heart of Nvidia—and he has a price tag attached.</p><p>“Huang is the heart and soul of the company; his reputation is almost as important as the quality of the product,” Minow adds. “Particularly when you’re talking about the [15th] richest man in the world—how do you keep him motivated? It’s certainly not by allowing him to diversify his holdings.</p><p>“I would give him more of his compensation in cash tied to very specific, quantifiable goals.”</p><p><em>Fortune</em> asked Nvidia what its succession plan was and whether it would be more transparent with shareholders about compensation practices. Nvidia declined to comment.</p><h2 id=\"id_1633305869\">What does a post-Huang Nvidia look like?</h2><p>A push for transparency is needed across the market, says Aalap Shah, managing director at compensation and leadership consultancy Pearl Meyer.</p><p>Some of the pillars of American commerce have already learned this lesson: Just ask JPMorgan’s Jamie Dimon, who has been open about the banking behemoth’s succession planning process—even naming his “hit-by-a-bus CEO.”</p><p>Elsewhere, Morgan Stanley was subject to immense speculation prior to its selection last year of Ted Pick to replace James Gorman.</p><p>“We should be significantly more transparent than we are currently about succession planning,” Shah tells <em>Fortune</em>. “From my perspective for an incoming CEO … one of the top five things they should be doing is succession planning. That to me is a company that is truly looking at the future and is appropriately considering corporate governance.</p><p>“When succession planning is not transparent and thoughtfully considered you have to make rash decisions, and that, from a shareholder and investor perspective, is what causes volatility.”</p></body></html>","source":"lsy1618285953446","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Jensen Huang Sells $14 Million in Stock Almost Daily—Raising Questions About His Successor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-23 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of ...</p>\n\n<a href=\"https://fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4549":"软银资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4127":"投资银行业与经纪业","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461591315","content_text":"Five years ago Nvidia CEO Jensen Huang was worth a respectable $3.73 billion. At the time of writing, his net worth has ballooned to a little over $92 billion—and even then it’s down from its high of $119 billion earlier this summer.Nvidia CEO Jensen HuangWhile Huang has worked on Nvidia for more than three decades, it has only been over the past 12 months or so that the chipmaker’s stock price has really begun to take off, and with that comes scrutiny.Investors are largely thrilled with their bet on the Santa Clara, Calif., business, and the man Mark Zuckerberg dubbed the “Taylor Swift of tech.”But Nvidia’s meteoric growth has led some experts to question whether the company’s corporate governance has matured as quickly.They point to the fact that CEO Huang has been off-loading approximately $14 million worth of shares on a near-daily basis for months this summer. He still retains more than a 3.5% stake in the business.This, inevitably, raises questions about why Huang is selling instead of holding.And that, in turn, leads to the issue of why Huang has so many shares in the first place, and whether his compensation package incentivizes the performance shareholders want to see.Investors want more intel on the business at the top. They want to see more transparent corporate governance, open succession planning, and a change in pay structure to motivate the next era of management, according to executive compensation experts who spoke to Fortune.‘Huang selling shares doesn’t look good’Huang is selling his shares under a very specific plan—a Rule 10b5-1 agreement—which allows executives and employees to buy or sell stock in their own company without violating insider trading laws by using a predetermined schedule.Rule 10b5-1 has a number of specific requirements, chief among them that a formula for the sales (not an individual) be used to determine the number, price, and date of the trade. A third party must also be employed to conduct the sales, who cannot be influenced by the client.So while Huang is comfortably removed from any concerns about insider selling, the fact still remains that he is choosing to sell after a period of high share performance and then a dip.This, according to Nell Minow, vice chair of corporate governance specialists ValueEdge Advisors, is not a good look.Minow, who also owns shares in Nvidia herself, explained to Fortune: “What I want from an executive [is] to be very bullish on the stock. I want the executive to be thinking all the time: ‘Boy, this is really going to be worth a lot more soon’ and not, ‘Oof, I better sell some because I’m … experiencing the vertigo of having all my eggs in one basket.’“I want all of their eggs in one basket.”This year isn’t the first time Huang has employed a Rule 10b5-1—though it is a more tenacious selloff than previous trades.In September last year, for example, Huang off-loaded 237,500 shares valued at just over $117 million under a 10b5-1 trading agreement. This year, by comparison, Huang sold $323 million in Nvidia stock in July alone.Huang wasn’t the only Nvidia exec to confirm a Rule 10b5-1 trading agreement in the April filing. Debora Shoquist, executive vice president of operations; Colette M. Kress, executive vice president and CFO; and Ajay K. Puri, executive vice president of worldwide field operations, disclosed similar plans.“It signals that the stock has jumped tremendously and they’re getting a little nervous about it,” Minow believes. “It’s certainly concerning for investors; we ask ourselves: ‘Well, maybe I should be selling mine, too. What are they telling me? If they don’t have the confidence in the stock, then why should I?’”Fortune approached Nvidia for comment on how many shares in total Huang plans to off-load, and when his selloff will end. The company did not respond to the question.Nvidia told Fortune: “Mr. Huang’s sales are based on a 10b5-1 plan, in which the price, amount, and dates of the sales are established in advance.”Calming the ripple effectJames Reda is a managing director at Chicago-based consultancy Gallagher’s HR and compensation practice. He has worked on a number of high-profile compensation cases, from Howard Schultz at Starbucks in the early 2000s to advising on Satya Nadella’s Microsoft package.Why is Huang drip-feeding the sale of his stock, day after day, as opposed to off-loading larger sums all at once, we asked him.“If you just dump that in the market the stock’s going to go down,” Reda told Fortune. “So you have to be very sensitive about it … If you have a large position that some of these founders and CEOs have, it could be a better strategy.“I’ve seen a lot of cases where things are executed improperly and the stock tanks. Not because people think something’s going on, and all that stuff, but the excess supply. The market’s confused about what they do with it.”The fact that Huang is selling on a near-daily basis as opposed to wider intervals is also not a surprise to Reda. The 10b5-1 plan is public, so markets will be aware of the stock influx and won’t be caught off guard.And while some analysts like Minow want founders to be singularly focused on their own stock, Reda disagrees: “Ultimately, if you don’t sell the stock you’re gonna have to be like Elon Musk and some others that are putting stock up for collateral and getting these humongous loans.“That just makes everybody more leveraged, why do that? Peel off a little stock on a regular basis and sell it.”Too much stock?A look through the SEC filings of every Big Tech company presents a range of often complex compensation provisions. Meta’s Zuckerberg is famously paid a single dollar for his salary but takes $24.4 million in security costs. Apple’s Tim Cook has performance-based restricted stock units in a compensation package worth $49 million. Alphabet’s Sundar Pichai is given a triennial stock grant, which led to a $226 million payday in 2022.The range of options also reveals a common practice in Silicon Valley: CEOs—particularly founders—are often continually awarded stock not only so they maintain a sense of power over a rapidly expanding empire, but also because it is a tried-and-tested method to motivate those at the top.Nvidia’s 2024 proxy filing for fiscal year 2024 discloses that Huang was paid a salary of $996,514, with stock awards worth $26 million and additional incentivized cash compensation of $4 million. His total compensation package was worth approximately $34.17 million.The filing also revealed Huang’s holdings in Nvidia prior to the stock sales beginning this spring, with the figure sitting at more than 93 million shares—3.79% of the business.This is a sign that Huang has been given too much stock, Minow believes.In her estimation, Huang’s shares should be locked in “golden handcuffs”—meaning he can’t sell until years after he leaves the business.“Stop giving him stock. He’s clearly got too much, and that’s why he’s getting rid of it,” Minow said. “The marginal value of additional stock grants is negligible.”Nvidia has a “pay for performance” strategy, per its SEC filing, based on revenue, operating income, and shareholder returns relative to the S&P 500.But Minow wants more detail. She said: “I would create very specific goals—and this is the job of the board—around market share, innovation, expansion, improving operations. Whatever the board decides the priorities should be.“And let the market know what those goals are. That helps us as investors know if it’s something that we want to participate in.”The succession plan, or lack thereofThe board itself presents further potential for improvement, in Minow’s opinion. Of the 12 individuals on the $2.93 trillion company’s board, only one cites experience in “corporate governance” in their official biography (although some of the others have served on other boards).Minow also wants to see Nvidia ticking off the corporate to-do list by updating the market on a successor to the CEO. After all, CEOs can’t lead forever.“His board of directors [is] very strong on technology, not as much on corporate governance,” Minow explains. “I would really like to see them say: ‘We have a process in place to make sure we’re cultivating our top people, making sure we have a deep bench; here’s how we’re going about it.’“We don’t need a name, but they need to be very forthright about the value that Huang presents and that they’re taking very seriously the idea that he could just decide to go spend his money … They’ve got to be prepared for that.”Huang, famed for his never-off work schedule and endless pushes for perfectionism, is the beating heart of Nvidia—and he has a price tag attached.“Huang is the heart and soul of the company; his reputation is almost as important as the quality of the product,” Minow adds. “Particularly when you’re talking about the [15th] richest man in the world—how do you keep him motivated? It’s certainly not by allowing him to diversify his holdings.“I would give him more of his compensation in cash tied to very specific, quantifiable goals.”Fortune asked Nvidia what its succession plan was and whether it would be more transparent with shareholders about compensation practices. Nvidia declined to comment.What does a post-Huang Nvidia look like?A push for transparency is needed across the market, says Aalap Shah, managing director at compensation and leadership consultancy Pearl Meyer.Some of the pillars of American commerce have already learned this lesson: Just ask JPMorgan’s Jamie Dimon, who has been open about the banking behemoth’s succession planning process—even naming his “hit-by-a-bus CEO.”Elsewhere, Morgan Stanley was subject to immense speculation prior to its selection last year of Ted Pick to replace James Gorman.“We should be significantly more transparent than we are currently about succession planning,” Shah tells Fortune. “From my perspective for an incoming CEO … one of the top five things they should be doing is succession planning. That to me is a company that is truly looking at the future and is appropriately considering corporate governance.“When succession planning is not transparent and thoughtfully considered you have to make rash decisions, and that, from a shareholder and investor perspective, is what causes volatility.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263498551320688,"gmtCreate":1705365238328,"gmtModify":1705369440706,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"A super App! &nbsp;","listText":"A super App! &nbsp;","text":"A super App!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263498551320688","repostId":"2403027273","repostType":2,"repost":{"id":"2403027273","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1705401812,"share":"https://ttm.financial/m/news/2403027273?lang=&edition=fundamental","pubTime":"2024-01-16 18:43","market":"us","language":"en","title":"Elon Musk's X Receives Money Transmitter License in Utah","url":"https://stock-news.laohu8.com/highlight/detail?id=2403027273","media":"Reuters","summary":"Jan 15 (Reuters) - Elon Musk's social media platform X, formerly known as Twitter, on Monday received a money-transmitter license from Utah, the 15th U.S. state to grant approval as the company explor","content":"<html><head></head><body><p>Elon Musk&#39;s social media platform X, formerly known as <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, on Monday received a money-transmitter license from Utah, the 15th U.S. state to grant approval as the company explores offering payment features.</p><p>Utah granted the approval on Friday, according to the Nationwide Multistate Licensing System &amp; Registry, an online database.</p><p>It grants the company the ability similar to <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>&#39;s Venmo, to facilitate money transfers and makes way for the company to allow users to send money to one another.</p><p>PayPal shares dipped 2% on the news in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ca475957710d94f161ede7aa728c4c\" tg-width=\"854\" tg-height=\"828\"/></p><p>The push into payments could help X diversify its business beyond digital advertising, which has suffered setbacks since Musk took ownership.</p><p>Some major advertisers paused their spending or fled the platform after Musk last year agreed with an X user who espoused an antisemitic conspiracy theory. Speaking at a New York Times DealBook event later that month, the billionaire CEO made a profane comment about brands that had suspended their ads on X.</p><p>Since acquiring Twitter in October 2022, Musk has said he envisions remodeling the company into the purveyor of an &#34;everything app&#34; similar to popular Chinese app WeChat, which lets users send messages but also hail a taxi or pay merchants.</p><p>The company received its first state money-transmitter license in New Hampshire in June last year and also got approved by Pennsylvania, Arizona, Georgia, Maryland and Michigan.</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>Elon Musk's X Receives Money Transmitter License in Utah</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\">\nElon Musk's X Receives Money Transmitter License in Utah\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-01-16 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk&#39;s social media platform X, formerly known as <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, on Monday received a money-transmitter license from Utah, the 15th U.S. state to grant approval as the company explores offering payment features.</p><p>Utah granted the approval on Friday, according to the Nationwide Multistate Licensing System &amp; Registry, an online database.</p><p>It grants the company the ability similar to <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>&#39;s Venmo, to facilitate money transfers and makes way for the company to allow users to send money to one another.</p><p>PayPal shares dipped 2% on the news in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ca475957710d94f161ede7aa728c4c\" tg-width=\"854\" tg-height=\"828\"/></p><p>The push into payments could help X diversify its business beyond digital advertising, which has suffered setbacks since Musk took ownership.</p><p>Some major advertisers paused their spending or fled the platform after Musk last year agreed with an X user who espoused an antisemitic conspiracy theory. Speaking at a New York Times DealBook event later that month, the billionaire CEO made a profane comment about brands that had suspended their ads on X.</p><p>Since acquiring Twitter in October 2022, Musk has said he envisions remodeling the company into the purveyor of an &#34;everything app&#34; similar to popular Chinese app WeChat, which lets users send messages but also hail a taxi or pay merchants.</p><p>The company received its first state money-transmitter license in New Hampshire in June last year and also got approved by Pennsylvania, Arizona, Georgia, Maryland and Michigan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4516":"特朗普概念","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","LU1861217088.USD":"贝莱德金融科技A2","TSLQ":"Tradr 2X Short TSLA Daily ETF","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4585":"ETF&股票定投概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4534":"瑞士信贷持仓","BK4227":"交易和支付处理服务","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","TSLA":"特斯拉","BK4524":"宅经济概念","BK4508":"社交媒体","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4588":"碎股","PYPL":"PayPal","BK4551":"寇图资本持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2403027273","content_text":"Elon Musk's social media platform X, formerly known as Twitter, on Monday received a money-transmitter license from Utah, the 15th U.S. state to grant approval as the company explores offering payment features.Utah granted the approval on Friday, according to the Nationwide Multistate Licensing System & Registry, an online database.It grants the company the ability similar to PayPal's Venmo, to facilitate money transfers and makes way for the company to allow users to send money to one another.PayPal shares dipped 2% on the news in premarket trading.The push into payments could help X diversify its business beyond digital advertising, which has suffered setbacks since Musk took ownership.Some major advertisers paused their spending or fled the platform after Musk last year agreed with an X user who espoused an antisemitic conspiracy theory. Speaking at a New York Times DealBook event later that month, the billionaire CEO made a profane comment about brands that had suspended their ads on X.Since acquiring Twitter in October 2022, Musk has said he envisions remodeling the company into the purveyor of an \"everything app\" similar to popular Chinese app WeChat, which lets users send messages but also hail a taxi or pay merchants.The company received its first state money-transmitter license in New Hampshire in June last year and also got approved by Pennsylvania, Arizona, Georgia, Maryland and Michigan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281659439247584,"gmtCreate":1709793116950,"gmtModify":1709793119690,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"😃👍","listText":"😃👍","text":"😃👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281659439247584","repostId":"1114337876","repostType":2,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279206449135696,"gmtCreate":1709187226076,"gmtModify":1709187230771,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Let's shoot to the moon! Thank you Alex &amp; team!","listText":"Let's shoot to the moon! Thank you Alex &amp; team!","text":"Let's shoot to the moon! Thank you Alex & team!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279206449135696","repostId":"2414820725","repostType":2,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264383908622472,"gmtCreate":1705571047164,"gmtModify":1705577152950,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Always remember! Tesla Bulls &amp; Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...","listText":"Always remember! Tesla Bulls &amp; Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...","text":"Always remember! Tesla Bulls & Bears, Tesla is not just a EV company, it's multiple companies with Ai/Robotics, Energy, potential licensing franchises Robotaxi with Uber, FSD licensing with Ford...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264383908622472","repostId":"2404356176","repostType":2,"repost":{"id":"2404356176","kind":"highlight","pubTimestamp":1705564800,"share":"https://ttm.financial/m/news/2404356176?lang=&edition=fundamental","pubTime":"2024-01-18 16:00","market":"us","language":"en","title":"Tesla: Rejoice In Weakness As The Gift Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2404356176","media":"Seeking Alpha","summary":"Tesla, Inc. investors face a crucial earnings release after recent underperformance. The market seems to be preparing for a downcast deliveries outlook for 2024.Despite recent weakness, Tesla is still","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. investors face a crucial earnings release after recent underperformance. The market seems to be preparing for a downcast deliveries outlook for 2024.</p></li><li><p>Despite recent weakness, Tesla is still up almost 80% over the past year, outperforming the S&amp;P 500. Dip buyers who bought its lows likely took profit and reallocated.</p></li><li><p>Tesla&#39;s price action suggests a long-term uptrend bias, with potential for aggressive dip buying in the $195-$200 range.</p></li><li><p>I highlight why Tesla&#39;s market leadership in the U.S. isn&#39;t expected to change anytime soon as legacy and EV peers pull back.</p></li><li><p>Tesla remains the market&#39;s most formidable EV competitor against BYD Company&#39;s ascendency, with 2024 likely proving decisive as the market shakes out the smaller players.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85a0232fbbfbc618033b7419c4cba77\" alt=\"Slaven Vlasic\" title=\"Slaven Vlasic\" tg-width=\"750\" tg-height=\"525\"/><span>Slaven Vlasic</span></p><p><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) investors head into one of its most important earnings conferences post-market on January 24, given the recent underperformance of TSLA. I upgraded TSLA stock in late October, following the weakness leading into Tesla&#39;s third quarter earnings release. The upgrade was timely, as TSLA bottomed out in early November 2023, staging a recovery toward the $265 level in late December 2023. However, the buying momentum stalled and reversed before Tesla posted its full-year deliveries in January 2024. Since then, TSLA has gone on a decline for three consecutive weeks, falling to levels last seen in mid-November 2023.</p><p>As a result, I gleaned that it&#39;s apt for me to provide a timely update to Tesla investors on whether the recent pullback should be capitalized to buy more or be more cautious.</p><p>Before we go into that, we need to take a step back and assess TSLA&#39;s recovery over the past year. Despite the recent weakness, TSLA is still up nearly 80% over the past year, significantly outperforming the S&amp;P 500 (SP500). Consequently, I&#39;m not surprised that these astute dip buyers who pulled the Buy trigger when TSLA reached peak pessimism in late 2022/early 2023 (as I also emphasized) took profits (fully or partially) and rotated.</p><p>To be fair to CEO Elon Musk and his team, they slightly exceeded their full-year deliveries guidance for 2023 with 1.81M vehicles, achieving a deliveries/production ratio of 98%. Is that good? Of course, it is. It demonstrates Tesla&#39;s ability to execute its direct-to-consumer model, which seems more complex than it looks. We don&#39;t seem to give Tesla enough credit, as Fisker (FSR) discovered when it decided recently to &#34;move away from its direct-to-consumer sales model to a traditional dealership model in the US.&#34; The company highlighted that it realized the &#34;direct sales approach is more costly and challenging than anticipated.&#34; As a result, I believe Tesla&#39;s ability to execute this model and post an incredibly high deliveries/production ratio is a testament to its execution prowess and strategy.</p><p>Therefore, investors shouldn&#39;t be unduly concerned even as TSLA has underperformed the SPX since my October update, given its remarkable execution and recovery.</p><p>The question about TSLA&#39;s high valuation has been a constant source of intense debates between Tesla Bulls and Bears. With a forward EBITDA multiple of nearly 35x against its peers&#39; median of 6.2x, let&#39;s not deny the obvious that TSLA is expensive relative to peers. Seeking Alpha Quant&#39;s &#34;F&#34; valuation grade corroborates my observation. Despite that, TSLA&#39;s market outperformance over the past year suggests that investors believe valuation isn&#39;t the most decisive factor in TSLA&#39;s thesis. The EV market leader is still a solidly profitable leader against its legacy or smaller EV peers.</p><p>BYD Company&#39;s (OTCPK:BYDDF) formidable challenge is undeniable. China&#39;s NEV leader also surpassed its <a href=\"https://laohu8.com/S/MMM\">3M</a> vehicle target (including hybrids) in 2023, as BYD demonstrated its ability to scale quickly. Bolstered by its vertical integration advantages, BYD poses a significant challenge to Tesla in China. It&#39;s also gaining traction in Europe. However, the silver lining is that BYD doesn&#39;t seem to be in a hurry to target the U.S. market yet, allowing Tesla the opportunity to consolidate its dominance for now. The recently reduced investment cadence from the legacy makers highlighted that the EV CapEx has taken a toll amid a slower EV growth cadence. While Tesla isn&#39;t immune, I assessed that the company&#39;s ability to leverage pricing levers (supported by its &#34;A+&#34; profitability grade) to force its legacy peers and smaller rivals to change their game could be instrumental to maintaining its leadership.</p><p>Given Tesla&#39;s expensive valuation, I believe it isn&#39;t rocket science to CEO Musk that the market expects nothing short of impeccable execution on its deliveries growth cadence. However, Tesla&#39;s recent price cuts in China and potentially more competitive dynamics could have led to weak investor sentiments. Investors could be concerned about Tesla&#39;s FY24 deliveries target as we await the company&#39;s Q4 earnings conference and guidance in less than two weeks.</p><p>Hence, considering recent developments, I assessed investors sitting on significant gains as they bought its lows and could have felt the need to reallocate some exposure. Despite that, let me help TSLA holders assess why TSLA&#39;s price action suggests we should keep hanging on and consider buying further downside volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4546cb65778a5bc37a3e5d72692b7a04\" alt=\"TSLA price chart (monthly, long-term) (TradingView)\" title=\"TSLA price chart (monthly, long-term) (TradingView)\" tg-width=\"640\" tg-height=\"339\"/><span>TSLA price chart (monthly, long-term) (TradingView)</span></p><p>TSLA&#39;s price action suggests that its long-term uptrend bias has remained undefeated, notwithstanding the negative media sentiments. Investors who overstated its recent weakness and parlayed it into the market being bearish are missing the whole point.</p><p>As I highlighted earlier, TSLA has outperformed the SP500 over the past year. Therefore, some profit-taking and more cautious positioning as we head into its pivotal earnings release isn&#39;t surprising.</p><p>I assess that TSLA dip buyers could return more aggressively between the $195 and low $200 zones to lift it from its recent weakness. With eight more days to go to Tesla&#39;s earnings call, we might get there if market sentiments continue to favor Tesla Bears at the moment. However, the risk/reward on TSLA has improved markedly for buyers looking to capitalize on weakness.</p><p><em>Rating: Maintain Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Rejoice In Weakness As The Gift Returns</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\">\nTesla: Rejoice In Weakness As The Gift Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-18 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4663090-tesla-rejoice-in-weakness-as-the-gift-returns><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. investors face a crucial earnings release after recent underperformance. The market seems to be preparing for a downcast deliveries outlook for 2024.Despite recent weakness, Tesla is still...</p>\n\n<a href=\"https://seekingalpha.com/article/4663090-tesla-rejoice-in-weakness-as-the-gift-returns\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4592":"伊斯兰概念","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4555":"新能源车","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4550":"红杉资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4663090-tesla-rejoice-in-weakness-as-the-gift-returns","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2404356176","content_text":"Tesla, Inc. investors face a crucial earnings release after recent underperformance. The market seems to be preparing for a downcast deliveries outlook for 2024.Despite recent weakness, Tesla is still up almost 80% over the past year, outperforming the S&P 500. Dip buyers who bought its lows likely took profit and reallocated.Tesla's price action suggests a long-term uptrend bias, with potential for aggressive dip buying in the $195-$200 range.I highlight why Tesla's market leadership in the U.S. isn't expected to change anytime soon as legacy and EV peers pull back.Tesla remains the market's most formidable EV competitor against BYD Company's ascendency, with 2024 likely proving decisive as the market shakes out the smaller players.Slaven VlasicTesla, Inc. (NASDAQ:TSLA) investors head into one of its most important earnings conferences post-market on January 24, given the recent underperformance of TSLA. I upgraded TSLA stock in late October, following the weakness leading into Tesla's third quarter earnings release. The upgrade was timely, as TSLA bottomed out in early November 2023, staging a recovery toward the $265 level in late December 2023. However, the buying momentum stalled and reversed before Tesla posted its full-year deliveries in January 2024. Since then, TSLA has gone on a decline for three consecutive weeks, falling to levels last seen in mid-November 2023.As a result, I gleaned that it's apt for me to provide a timely update to Tesla investors on whether the recent pullback should be capitalized to buy more or be more cautious.Before we go into that, we need to take a step back and assess TSLA's recovery over the past year. Despite the recent weakness, TSLA is still up nearly 80% over the past year, significantly outperforming the S&P 500 (SP500). Consequently, I'm not surprised that these astute dip buyers who pulled the Buy trigger when TSLA reached peak pessimism in late 2022/early 2023 (as I also emphasized) took profits (fully or partially) and rotated.To be fair to CEO Elon Musk and his team, they slightly exceeded their full-year deliveries guidance for 2023 with 1.81M vehicles, achieving a deliveries/production ratio of 98%. Is that good? Of course, it is. It demonstrates Tesla's ability to execute its direct-to-consumer model, which seems more complex than it looks. We don't seem to give Tesla enough credit, as Fisker (FSR) discovered when it decided recently to \"move away from its direct-to-consumer sales model to a traditional dealership model in the US.\" The company highlighted that it realized the \"direct sales approach is more costly and challenging than anticipated.\" As a result, I believe Tesla's ability to execute this model and post an incredibly high deliveries/production ratio is a testament to its execution prowess and strategy.Therefore, investors shouldn't be unduly concerned even as TSLA has underperformed the SPX since my October update, given its remarkable execution and recovery.The question about TSLA's high valuation has been a constant source of intense debates between Tesla Bulls and Bears. With a forward EBITDA multiple of nearly 35x against its peers' median of 6.2x, let's not deny the obvious that TSLA is expensive relative to peers. Seeking Alpha Quant's \"F\" valuation grade corroborates my observation. Despite that, TSLA's market outperformance over the past year suggests that investors believe valuation isn't the most decisive factor in TSLA's thesis. The EV market leader is still a solidly profitable leader against its legacy or smaller EV peers.BYD Company's (OTCPK:BYDDF) formidable challenge is undeniable. China's NEV leader also surpassed its 3M vehicle target (including hybrids) in 2023, as BYD demonstrated its ability to scale quickly. Bolstered by its vertical integration advantages, BYD poses a significant challenge to Tesla in China. It's also gaining traction in Europe. However, the silver lining is that BYD doesn't seem to be in a hurry to target the U.S. market yet, allowing Tesla the opportunity to consolidate its dominance for now. The recently reduced investment cadence from the legacy makers highlighted that the EV CapEx has taken a toll amid a slower EV growth cadence. While Tesla isn't immune, I assessed that the company's ability to leverage pricing levers (supported by its \"A+\" profitability grade) to force its legacy peers and smaller rivals to change their game could be instrumental to maintaining its leadership.Given Tesla's expensive valuation, I believe it isn't rocket science to CEO Musk that the market expects nothing short of impeccable execution on its deliveries growth cadence. However, Tesla's recent price cuts in China and potentially more competitive dynamics could have led to weak investor sentiments. Investors could be concerned about Tesla's FY24 deliveries target as we await the company's Q4 earnings conference and guidance in less than two weeks.Hence, considering recent developments, I assessed investors sitting on significant gains as they bought its lows and could have felt the need to reallocate some exposure. Despite that, let me help TSLA holders assess why TSLA's price action suggests we should keep hanging on and consider buying further downside volatility.TSLA price chart (monthly, long-term) (TradingView)TSLA's price action suggests that its long-term uptrend bias has remained undefeated, notwithstanding the negative media sentiments. Investors who overstated its recent weakness and parlayed it into the market being bearish are missing the whole point.As I highlighted earlier, TSLA has outperformed the SP500 over the past year. Therefore, some profit-taking and more cautious positioning as we head into its pivotal earnings release isn't surprising.I assess that TSLA dip buyers could return more aggressively between the $195 and low $200 zones to lift it from its recent weakness. With eight more days to go to Tesla's earnings call, we might get there if market sentiments continue to favor Tesla Bears at the moment. However, the risk/reward on TSLA has improved markedly for buyers looking to capitalize on weakness.Rating: Maintain Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382571376390528,"gmtCreate":1734436227189,"gmtModify":1734436231850,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Classic stock manipulation by market makers! &nbsp;Shake off the weak holders of Nvidia stock! &nbsp;FOMo will set in Later!","listText":"Classic stock manipulation by market makers! &nbsp;Shake off the weak holders of Nvidia stock! &nbsp;FOMo will set in Later!","text":"Classic stock manipulation by market makers! Shake off the weak holders of Nvidia stock! FOMo will set in Later!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382571376390528","repostId":"2492623980","repostType":4,"repost":{"id":"2492623980","kind":"highlight","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":1734391304,"share":"https://ttm.financial/m/news/2492623980?lang=&edition=fundamental","pubTime":"2024-12-17 07:21","market":"sg","language":"en","title":"Nvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk","url":"https://stock-news.laohu8.com/highlight/detail?id=2492623980","media":"Dow Jones","summary":"Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.The chip make","content":"<html><head></head><body><p>Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88efa53578bbe88f7cacd7f336c8b3df\" tg-width=\"803\" tg-height=\"840\"/></p><p>The chip maker has had a phenomenal year overall, with its stock rising nearly 170% in 2024. Nvidia was also briefly the most valuable publicly traded company in the world as recently as June, beating out both Apple and Microsoft. The market is weighing challenges to sales of Nvidia&#39;s artificial intelligence processors.</p><p>Nvidia has largely traded sideways over the past month as the market continues to wait for evidence of how quickly it can ramp up sales of its Blackwell artificial intelligence chips. While the company is expected to remain dominant in the AI processor market for the foreseeable future, it faces some geopolitical headwinds.</p><p>The U.S. is preparing rules that would introduce caps on the sale of advanced AI chips in regions such as Southeast Asia and the Middle East to restrict China&#39;s access to computing power hosted in other countries, The Wall Street Journal reported on Friday, citing people familiar with the matter.</p><p>Another obstacle facing the company is the high bar set by its own stunning growth over the last two years. The consensus among analysts polled by FactSet is for Nvidia&#39;s revenue to rise by 55% in 2025 to $191.45 billion, compared with expectations that it will have more than doubled in 2024 to $123.37 billion.</p><p>The slowdown in projected revenue growth doesn&#39;t tell the full story. Nvidia&#39;s adjusted earnings per share are expected to rise more sharply to $4.20 in 2025 from $2.72 in 2024.</p><p>Finally, the company could be suffering from impatient investors seeking other stocks for short-term gains. Among other chip makers, Broadcom gained 11% Monday, continuing its rally after an earnings report that sent the stock soaring 24% on Friday on the potential for its custom AI chips.</p><p>&#34;Uncertainties in Nvidia Blackwell deliveries, lack of industrial/auto recovery and fear of China restrictions has weighed on semi stocks...meanwhile, investor attention has rotated to China &#39;resistant&#39; and AI beneficiary software stocks,&#34; wrote BofA Securities Vivek Arya in a research note on Monday.</p><p>However, Arya maintained Nvidia as a &#34;Top Pick&#34; in the semiconductor sector for 2025, arguing Blackwell deployments by U.S. customers are set to boost AI chip stocks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Falls Into a Correction. Why the Chip Maker Can't Snap Out of Its Funk\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\">2024-12-17 07:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88efa53578bbe88f7cacd7f336c8b3df\" tg-width=\"803\" tg-height=\"840\"/></p><p>The chip maker has had a phenomenal year overall, with its stock rising nearly 170% in 2024. Nvidia was also briefly the most valuable publicly traded company in the world as recently as June, beating out both Apple and Microsoft. The market is weighing challenges to sales of Nvidia&#39;s artificial intelligence processors.</p><p>Nvidia has largely traded sideways over the past month as the market continues to wait for evidence of how quickly it can ramp up sales of its Blackwell artificial intelligence chips. While the company is expected to remain dominant in the AI processor market for the foreseeable future, it faces some geopolitical headwinds.</p><p>The U.S. is preparing rules that would introduce caps on the sale of advanced AI chips in regions such as Southeast Asia and the Middle East to restrict China&#39;s access to computing power hosted in other countries, The Wall Street Journal reported on Friday, citing people familiar with the matter.</p><p>Another obstacle facing the company is the high bar set by its own stunning growth over the last two years. The consensus among analysts polled by FactSet is for Nvidia&#39;s revenue to rise by 55% in 2025 to $191.45 billion, compared with expectations that it will have more than doubled in 2024 to $123.37 billion.</p><p>The slowdown in projected revenue growth doesn&#39;t tell the full story. Nvidia&#39;s adjusted earnings per share are expected to rise more sharply to $4.20 in 2025 from $2.72 in 2024.</p><p>Finally, the company could be suffering from impatient investors seeking other stocks for short-term gains. Among other chip makers, Broadcom gained 11% Monday, continuing its rally after an earnings report that sent the stock soaring 24% on Friday on the potential for its custom AI chips.</p><p>&#34;Uncertainties in Nvidia Blackwell deliveries, lack of industrial/auto recovery and fear of China restrictions has weighed on semi stocks...meanwhile, investor attention has rotated to China &#39;resistant&#39; and AI beneficiary software stocks,&#34; wrote BofA Securities Vivek Arya in a research note on Monday.</p><p>However, Arya maintained Nvidia as a &#34;Top Pick&#34; in the semiconductor sector for 2025, arguing Blackwell deployments by U.S. customers are set to boost AI chip stocks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492623980","content_text":"Nvidia stock on Monday fell into a correction after failing to break out of its recent slump. Shares fell 1.7% to $132, down 11% from their highest closing price of $148.88 set on Nov. 7.The chip maker has had a phenomenal year overall, with its stock rising nearly 170% in 2024. Nvidia was also briefly the most valuable publicly traded company in the world as recently as June, beating out both Apple and Microsoft. The market is weighing challenges to sales of Nvidia's artificial intelligence processors.Nvidia has largely traded sideways over the past month as the market continues to wait for evidence of how quickly it can ramp up sales of its Blackwell artificial intelligence chips. While the company is expected to remain dominant in the AI processor market for the foreseeable future, it faces some geopolitical headwinds.The U.S. is preparing rules that would introduce caps on the sale of advanced AI chips in regions such as Southeast Asia and the Middle East to restrict China's access to computing power hosted in other countries, The Wall Street Journal reported on Friday, citing people familiar with the matter.Another obstacle facing the company is the high bar set by its own stunning growth over the last two years. The consensus among analysts polled by FactSet is for Nvidia's revenue to rise by 55% in 2025 to $191.45 billion, compared with expectations that it will have more than doubled in 2024 to $123.37 billion.The slowdown in projected revenue growth doesn't tell the full story. Nvidia's adjusted earnings per share are expected to rise more sharply to $4.20 in 2025 from $2.72 in 2024.Finally, the company could be suffering from impatient investors seeking other stocks for short-term gains. Among other chip makers, Broadcom gained 11% Monday, continuing its rally after an earnings report that sent the stock soaring 24% on Friday on the potential for its custom AI chips.\"Uncertainties in Nvidia Blackwell deliveries, lack of industrial/auto recovery and fear of China restrictions has weighed on semi stocks...meanwhile, investor attention has rotated to China 'resistant' and AI beneficiary software stocks,\" wrote BofA Securities Vivek Arya in a research note on Monday.However, Arya maintained Nvidia as a \"Top Pick\" in the semiconductor sector for 2025, arguing Blackwell deployments by U.S. customers are set to boost AI chip stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382579940274536,"gmtCreate":1734404442237,"gmtModify":1734404445984,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Hope Jansen Huang invests in any of the Quantum Computing companies!","listText":"Hope Jansen Huang invests in any of the Quantum Computing companies!","text":"Hope Jansen Huang invests in any of the Quantum Computing companies!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382579940274536","repostId":"1110426217","repostType":2,"repost":{"id":"1110426217","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734401765,"share":"https://ttm.financial/m/news/1110426217?lang=&edition=fundamental","pubTime":"2024-12-17 10:16","market":"us","language":"en","title":"24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110426217","media":"Tiger Newspress","summary":"Quantum computing stocks kept rally in overnight trading with QMCO soaring over 11%.The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed Quantum Computing’s  stock skyward, with shares skyrocketing 65% on Monday.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose 2.2% in overnight trading after soaring 6% in the previous trading day. The stock is up a whopping 18% in the past five days, reflecting positive news reports regarding Tesla&#39;s — and CEO Elon Musk’s — connection to President-elect Donald Trump. Wall Street analysts subsequently re-rated the stock — most recently Tesla mega-bull Dan Ives at Wedbush Securities.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58ad87ee7609082b204e9c0b1e2a7f73\" title=\"\" tg-width=\"361\" tg-height=\"130\"/></p><p>Quantum computing stocks kept rallying in overnight trading. <a href=\"https://laohu8.com/S/QMCO\">QUANTUM CORP</a> soared 11%, <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> rose 3%, <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5762c4a6202d759cb60d88f01917e6b\" title=\"\" tg-width=\"407\" tg-height=\"215\"/></p><p>The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>’s stock skyward, with shares skyrocketing 65% on Monday.</p><p>Despite the fact that commercial applications for quantum computing are still on the horizon, investor confidence continues to build. The potential of quantum technology to disrupt multiple industries, from cybersecurity to pharmaceuticals, has captivated market watchers.</p><p>While tangible products may still be a few years away, the speculative fervor surrounding quantum stocks indicates a belief in their transformative possibilities. The coming months will be critical as companies strive to advance their technologies and realize the potential financial gains of early adoption.</p><p>As quantum computing continues to be a frontier of technological innovation, the stock market’s response serves as a litmus test for future industry developments. Investors remain eager, eyes fixed on the horizon, watching the growth of what many believe to be the next major technological revolution.</p><p><a href=\"https://laohu8.com/S/ASAN\">Asana, Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d520bf1c64130c4eda68f8335ada7e\" title=\"\" tg-width=\"357\" tg-height=\"128\"/></p><p>Asana offers workplace productivity software -- tools that can help you manage and streamline workflows. These platforms make tasks such as assigning project roles, scheduling meetings, and tracking progress across teams easier.</p><p>Nvidia-backed stocks rose in overnight trading. <a href=\"https://laohu8.com/S/SERV\">Serve Robotics Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day. <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals, Inc.</a> rose 3% after soaring 7% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d8dc8c3a6524befb0b7c323670b6fc0\" title=\"\" tg-width=\"358\" tg-height=\"129\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4955b83fd0832e6e0bf6bd608d35e856\" tg-width=\"363\" tg-height=\"128\"/></p><p><a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a> rose 2.5% in overnight trading.</p><p>(Destiny Tech100 is a fund that offers retail investors access to high-profile private startups, and SpaceX is Destiny Tech100&#39;s largest holding, making up about 37.6% of the portfolio.)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f0381d2d6e98756be980e4eb0f02a70\" tg-width=\"417\" tg-height=\"394\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%</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\">\n24H｜Quantum Stocks Rally in Overnight Trading, QMCO Soars 11%; Tesla Rises 2%; Serve Robotics Jumps 3%\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\">2024-12-17 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose 2.2% in overnight trading after soaring 6% in the previous trading day. The stock is up a whopping 18% in the past five days, reflecting positive news reports regarding Tesla&#39;s — and CEO Elon Musk’s — connection to President-elect Donald Trump. Wall Street analysts subsequently re-rated the stock — most recently Tesla mega-bull Dan Ives at Wedbush Securities.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58ad87ee7609082b204e9c0b1e2a7f73\" title=\"\" tg-width=\"361\" tg-height=\"130\"/></p><p>Quantum computing stocks kept rallying in overnight trading. <a href=\"https://laohu8.com/S/QMCO\">QUANTUM CORP</a> soared 11%, <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> rose 3%, <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5762c4a6202d759cb60d88f01917e6b\" title=\"\" tg-width=\"407\" tg-height=\"215\"/></p><p>The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>’s stock skyward, with shares skyrocketing 65% on Monday.</p><p>Despite the fact that commercial applications for quantum computing are still on the horizon, investor confidence continues to build. The potential of quantum technology to disrupt multiple industries, from cybersecurity to pharmaceuticals, has captivated market watchers.</p><p>While tangible products may still be a few years away, the speculative fervor surrounding quantum stocks indicates a belief in their transformative possibilities. The coming months will be critical as companies strive to advance their technologies and realize the potential financial gains of early adoption.</p><p>As quantum computing continues to be a frontier of technological innovation, the stock market’s response serves as a litmus test for future industry developments. Investors remain eager, eyes fixed on the horizon, watching the growth of what many believe to be the next major technological revolution.</p><p><a href=\"https://laohu8.com/S/ASAN\">Asana, Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60d520bf1c64130c4eda68f8335ada7e\" title=\"\" tg-width=\"357\" tg-height=\"128\"/></p><p>Asana offers workplace productivity software -- tools that can help you manage and streamline workflows. These platforms make tasks such as assigning project roles, scheduling meetings, and tracking progress across teams easier.</p><p>Nvidia-backed stocks rose in overnight trading. <a href=\"https://laohu8.com/S/SERV\">Serve Robotics Inc.</a> rose 3% in overnight trading after soaring 14% in the previous trading day. <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals, Inc.</a> rose 3% after soaring 7% in the previous trading day.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d8dc8c3a6524befb0b7c323670b6fc0\" title=\"\" tg-width=\"358\" tg-height=\"129\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4955b83fd0832e6e0bf6bd608d35e856\" tg-width=\"363\" tg-height=\"128\"/></p><p><a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a> rose 2.5% in overnight trading.</p><p>(Destiny Tech100 is a fund that offers retail investors access to high-profile private startups, and SpaceX is Destiny Tech100&#39;s largest holding, making up about 37.6% of the portfolio.)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f0381d2d6e98756be980e4eb0f02a70\" tg-width=\"417\" tg-height=\"394\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QBTS":"D-Wave Systems Inc.","GOOG":"谷歌","IONQ":"IONQ Inc.","RXRX":"Recursion Pharmaceuticals, Inc.","TSLA":"特斯拉","GOOGL":"谷歌A","DXYZ":"Destiny Tech100 Inc","SERV":"Serve Robotics Inc.","RGTI":"Rigetti Computing","QUBT":"Quantum Computing Inc.","QMCO":"昆腾","ASAN":"阿莎娜"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110426217","content_text":"Tesla Motors rose 2.2% in overnight trading after soaring 6% in the previous trading day. The stock is up a whopping 18% in the past five days, reflecting positive news reports regarding Tesla's — and CEO Elon Musk’s — connection to President-elect Donald Trump. Wall Street analysts subsequently re-rated the stock — most recently Tesla mega-bull Dan Ives at Wedbush Securities.Quantum computing stocks kept rallying in overnight trading. QUANTUM CORP soared 11%, Rigetti Computing rose 3%, Quantum Computing Inc. rose 2%.The quantum computing sector witnessed a thrilling upswing at the start of the trading week, igniting excitement among investors. The burgeoning interest in quantum technology pushed Quantum Computing Inc.’s stock skyward, with shares skyrocketing 65% on Monday.Despite the fact that commercial applications for quantum computing are still on the horizon, investor confidence continues to build. The potential of quantum technology to disrupt multiple industries, from cybersecurity to pharmaceuticals, has captivated market watchers.While tangible products may still be a few years away, the speculative fervor surrounding quantum stocks indicates a belief in their transformative possibilities. The coming months will be critical as companies strive to advance their technologies and realize the potential financial gains of early adoption.As quantum computing continues to be a frontier of technological innovation, the stock market’s response serves as a litmus test for future industry developments. Investors remain eager, eyes fixed on the horizon, watching the growth of what many believe to be the next major technological revolution.Asana, Inc. rose 3% in overnight trading after soaring 14% in the previous trading day.Asana offers workplace productivity software -- tools that can help you manage and streamline workflows. These platforms make tasks such as assigning project roles, scheduling meetings, and tracking progress across teams easier.Nvidia-backed stocks rose in overnight trading. Serve Robotics Inc. rose 3% in overnight trading after soaring 14% in the previous trading day. Recursion Pharmaceuticals, Inc. rose 3% after soaring 7% in the previous trading day.Destiny Tech100 Inc rose 2.5% in overnight trading.(Destiny Tech100 is a fund that offers retail investors access to high-profile private startups, and SpaceX is Destiny Tech100's largest holding, making up about 37.6% of the portfolio.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329168242032672,"gmtCreate":1721369124671,"gmtModify":1721369477528,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Great! &nbsp;Elon edorses a anti EV rapist clown! &nbsp;","listText":"Great! &nbsp;Elon edorses a anti EV rapist clown! &nbsp;","text":"Great! Elon edorses a anti EV rapist clown!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329168242032672","repostId":"1144554051","repostType":2,"repost":{"id":"1144554051","kind":"news","pubTimestamp":1721367768,"share":"https://ttm.financial/m/news/1144554051?lang=&edition=fundamental","pubTime":"2024-07-19 13:42","market":"us","language":"en","title":"Trump Vows Action to End Electric Vehicle \"Mandate\" on Day One","url":"https://stock-news.laohu8.com/highlight/detail?id=1144554051","media":"Bloomberg","summary":"Candidate uses address at RNC to criticize ‘green new scam’Biden has made shift to clean vehicles one of his top goalsFormer President Donald Trump used his nomination speech to take aim at President ","content":"<html><head></head><body><ul style=\"\"><li><p>Candidate uses address at RNC to criticize ‘green new scam’</p></li><li><p>Biden has made shift to clean vehicles one of his top goals</p></li></ul><p>Former President Donald Trump used his nomination speech to take aim at President Joe Biden’s electric vehicle policies, vowing to action against them on his first day in office.</p><p style=\"text-align: start;\">“I will end the electric vehicle mandate on day one,” Trump said in his address at the Republican National Convention in Milwaukee. The move would result in “saving the US auto industry from complete obliteration, which is happening right now, and saving US customers thousands and thousands of dollars per car,” he said.</p><p style=\"text-align: start;\">While the Biden administration doesn’t have a mandate on electric vehicles, critics of new air-pollution limits issued by the Environmental Protection Agency in March have said they would illegally force automakers to sell EVs.</p><p>Trump’s remarks on EVs came just moments before he criticized what he said was trillions of dollars of wasteful spending “having to do with the green new scam.” He said he would instead direct the money to projects like roads, bridges and dams, though it wasn’t immediately clear how he would make good on the pledge.</p><p>Trump has made no secret his disdain for electric vehicles, claiming they don’t work and will benefit China and Mexico while hurting American autoworkers. Biden, in contrast, has made the shift to battery-powered cars one of his top climate and industrial policies and has set a goal of having 50% of all new vehicle sales be electric by 2030.</p></body></html>","source":"lsy1584095487587","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>Trump Vows Action to End Electric Vehicle \"Mandate\" on Day One</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\">\nTrump Vows Action to End Electric Vehicle \"Mandate\" on Day One\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-19 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-18/biden-fine-campaign-insists-as-pressure-to-drop-out-mounts?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Candidate uses address at RNC to criticize ‘green new scam’Biden has made shift to clean vehicles one of his top goalsFormer President Donald Trump used his nomination speech to take aim at President ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-18/biden-fine-campaign-insists-as-pressure-to-drop-out-mounts?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-18/biden-fine-campaign-insists-as-pressure-to-drop-out-mounts?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144554051","content_text":"Candidate uses address at RNC to criticize ‘green new scam’Biden has made shift to clean vehicles one of his top goalsFormer President Donald Trump used his nomination speech to take aim at President Joe Biden’s electric vehicle policies, vowing to action against them on his first day in office.“I will end the electric vehicle mandate on day one,” Trump said in his address at the Republican National Convention in Milwaukee. The move would result in “saving the US auto industry from complete obliteration, which is happening right now, and saving US customers thousands and thousands of dollars per car,” he said.While the Biden administration doesn’t have a mandate on electric vehicles, critics of new air-pollution limits issued by the Environmental Protection Agency in March have said they would illegally force automakers to sell EVs.Trump’s remarks on EVs came just moments before he criticized what he said was trillions of dollars of wasteful spending “having to do with the green new scam.” He said he would instead direct the money to projects like roads, bridges and dams, though it wasn’t immediately clear how he would make good on the pledge.Trump has made no secret his disdain for electric vehicles, claiming they don’t work and will benefit China and Mexico while hurting American autoworkers. Biden, in contrast, has made the shift to battery-powered cars one of his top climate and industrial policies and has set a goal of having 50% of all new vehicle sales be electric by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325881791770664,"gmtCreate":1720585197541,"gmtModify":1720585249519,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Thank you Tesla short seller! &nbsp;I aim to buy more from u","listText":"Thank you Tesla short seller! &nbsp;I aim to buy more from u","text":"Thank you Tesla short seller! I aim to buy more from u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325881791770664","repostId":"2450021008","repostType":2,"repost":{"id":"2450021008","kind":"highlight","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":1720578600,"share":"https://ttm.financial/m/news/2450021008?lang=&edition=fundamental","pubTime":"2024-07-10 10:30","market":"us","language":"en","title":"Bets Against Apple, Nvidia, and Tesla Stock Are Blowing Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2450021008","media":"Dow Jones","summary":"Short sellers lost billions of dollars in the second quarter betting against some of the market's biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?","content":"<html><head></head><body><p>Short sellers lost billions of dollars in the second quarter betting against some of the market&#39;s biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c23d2da226d499c6e2fb9464bab27305\" alt=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" title=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" tg-width=\"925\" tg-height=\"610\"/><span>Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.</span></p><p>Short sellers borrow stock they don&#39;t own and sell it, betting they can buy shares later at a lower price. Short interest is generally the amount of stock sold short versus the total amount available for trading.</p><p>The average short interest for a component stock of the S&amp;P 500 is a little less than 3%, according to FactSet.</p><p>Short selling was on the rise in the second quarter. &#34;Short interest in the U.S./Canada markets increased by $57.9 billion, or 5.1%, to $1.2 trillion in the second quarter of 2024,&#34; wrote Ihor Dusaniwsky, managing director at short-selling researcher S3 Partners, in a Monday report.</p><p>About 84% of the increase was concentrated in the tech sector. That wasn&#39;t such a good move. The three least-profitable short positions in the second quarter were Nvidia, Apple, and Tesla. Short sellers lost almost $16 billion on that trio, according to S3.</p><p>Nvidia stock gained 37% in the second quarter. Apple stock was up 23%, and Tesla shares gained 13% while the S&amp;P 500 rose 4%.</p><p>Of the three, Tesla has the highest short interest at almost 4% of available shares. That&#39;s higher than average, and investors can understand why.</p><p>Coming into the second quarter, Tesla shares were down almost 30% as slowing sales growth weighed on investor sentiment. But things started to turn around after Tesla won the ability to sell its driver-assistance products in China, and after shareholders approved Elon Musk&#39;s 2018 pay package. Things didn&#39;t turn out as badly as expected for the electric-vehicle giant.</p><p>Short interest in Apple and Nvidia is less than half of the average short interest for an S&amp;P 500 stock. That&#39;s a sign that no one is betting aggressively against those two companies.</p><p>Sometimes short selling represents a hedge. There are any number of reasons to hedge a portfolio. Investors might feel nervous about the market but don&#39;t want to sell positions. Or investors might see more upside in other tech stocks besides Apple and Nvidia. Selling similar stocks short in similar sectors can isolate potential returns from what one company is doing on its own. That&#39;s the idea, anyway.</p><p>Or investors might be actively writing options contracts. An option essentially gives the holder the right to buy or sell a stock at a fixed price in the future. An unhedged option can create the risk of a big loss for the seller. They could be forced to buy or sell a stock in the future at who knows what price. Hedging positions can eliminate that risk, leaving the options seller making a spread only on the initial transaction.</p><p>Whatever the reason, things didn&#39;t go well for tech short sellers in the second quarter. Overall, short sellers did OK in the second quarter, making about $10 billion, according to S3. The losses in bearish bets on big tech were exceeded by gains made short selling health care, industrial, material, and energy stocks.</p><p>Investors should keep in mind that there is a lot more money to be made owning stocks now than betting against them. The S&amp;P 500 index gained about $2 trillion in the second quarter, dwarfing the $10 million short sellers made in that period.</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>Bets Against Apple, Nvidia, and Tesla Stock Are Blowing Up</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\">\nBets Against Apple, Nvidia, and Tesla Stock Are Blowing Up\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\">2024-07-10 10:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Short sellers lost billions of dollars in the second quarter betting against some of the market&#39;s biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c23d2da226d499c6e2fb9464bab27305\" alt=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" title=\"Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.\" tg-width=\"925\" tg-height=\"610\"/><span>Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.</span></p><p>Short sellers borrow stock they don&#39;t own and sell it, betting they can buy shares later at a lower price. Short interest is generally the amount of stock sold short versus the total amount available for trading.</p><p>The average short interest for a component stock of the S&amp;P 500 is a little less than 3%, according to FactSet.</p><p>Short selling was on the rise in the second quarter. &#34;Short interest in the U.S./Canada markets increased by $57.9 billion, or 5.1%, to $1.2 trillion in the second quarter of 2024,&#34; wrote Ihor Dusaniwsky, managing director at short-selling researcher S3 Partners, in a Monday report.</p><p>About 84% of the increase was concentrated in the tech sector. That wasn&#39;t such a good move. The three least-profitable short positions in the second quarter were Nvidia, Apple, and Tesla. Short sellers lost almost $16 billion on that trio, according to S3.</p><p>Nvidia stock gained 37% in the second quarter. Apple stock was up 23%, and Tesla shares gained 13% while the S&amp;P 500 rose 4%.</p><p>Of the three, Tesla has the highest short interest at almost 4% of available shares. That&#39;s higher than average, and investors can understand why.</p><p>Coming into the second quarter, Tesla shares were down almost 30% as slowing sales growth weighed on investor sentiment. But things started to turn around after Tesla won the ability to sell its driver-assistance products in China, and after shareholders approved Elon Musk&#39;s 2018 pay package. Things didn&#39;t turn out as badly as expected for the electric-vehicle giant.</p><p>Short interest in Apple and Nvidia is less than half of the average short interest for an S&amp;P 500 stock. That&#39;s a sign that no one is betting aggressively against those two companies.</p><p>Sometimes short selling represents a hedge. There are any number of reasons to hedge a portfolio. Investors might feel nervous about the market but don&#39;t want to sell positions. Or investors might see more upside in other tech stocks besides Apple and Nvidia. Selling similar stocks short in similar sectors can isolate potential returns from what one company is doing on its own. That&#39;s the idea, anyway.</p><p>Or investors might be actively writing options contracts. An option essentially gives the holder the right to buy or sell a stock at a fixed price in the future. An unhedged option can create the risk of a big loss for the seller. They could be forced to buy or sell a stock in the future at who knows what price. Hedging positions can eliminate that risk, leaving the options seller making a spread only on the initial transaction.</p><p>Whatever the reason, things didn&#39;t go well for tech short sellers in the second quarter. Overall, short sellers did OK in the second quarter, making about $10 billion, according to S3. The losses in bearish bets on big tech were exceeded by gains made short selling health care, industrial, material, and energy stocks.</p><p>Investors should keep in mind that there is a lot more money to be made owning stocks now than betting against them. The S&amp;P 500 index gained about $2 trillion in the second quarter, dwarfing the $10 million short sellers made in that period.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4099":"汽车制造商","BK4515":"5G概念","BK4504":"桥水持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4505":"高瓴资本持仓","NVDA":"英伟达","TSLA":"特斯拉","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","AAPL":"苹果","BK4503":"景林资产持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4501":"段永平概念","BK4141":"半导体产品","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4527":"明星科技股","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4529":"IDC概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4587":"ChatGPT概念","BK4507":"流媒体概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450021008","content_text":"Short sellers lost billions of dollars in the second quarter betting against some of the market's biggest, most popular stocks including Nvidia, Apple, and Tesla. The recent performance of all three shares raises the question, why would they do that?Short sellers lost $2 billion betting against Tesla stock in the second quarter, according to data aggregated by short-selling research firm S3 partners.Short sellers borrow stock they don't own and sell it, betting they can buy shares later at a lower price. Short interest is generally the amount of stock sold short versus the total amount available for trading.The average short interest for a component stock of the S&P 500 is a little less than 3%, according to FactSet.Short selling was on the rise in the second quarter. \"Short interest in the U.S./Canada markets increased by $57.9 billion, or 5.1%, to $1.2 trillion in the second quarter of 2024,\" wrote Ihor Dusaniwsky, managing director at short-selling researcher S3 Partners, in a Monday report.About 84% of the increase was concentrated in the tech sector. That wasn't such a good move. The three least-profitable short positions in the second quarter were Nvidia, Apple, and Tesla. Short sellers lost almost $16 billion on that trio, according to S3.Nvidia stock gained 37% in the second quarter. Apple stock was up 23%, and Tesla shares gained 13% while the S&P 500 rose 4%.Of the three, Tesla has the highest short interest at almost 4% of available shares. That's higher than average, and investors can understand why.Coming into the second quarter, Tesla shares were down almost 30% as slowing sales growth weighed on investor sentiment. But things started to turn around after Tesla won the ability to sell its driver-assistance products in China, and after shareholders approved Elon Musk's 2018 pay package. Things didn't turn out as badly as expected for the electric-vehicle giant.Short interest in Apple and Nvidia is less than half of the average short interest for an S&P 500 stock. That's a sign that no one is betting aggressively against those two companies.Sometimes short selling represents a hedge. There are any number of reasons to hedge a portfolio. Investors might feel nervous about the market but don't want to sell positions. Or investors might see more upside in other tech stocks besides Apple and Nvidia. Selling similar stocks short in similar sectors can isolate potential returns from what one company is doing on its own. That's the idea, anyway.Or investors might be actively writing options contracts. An option essentially gives the holder the right to buy or sell a stock at a fixed price in the future. An unhedged option can create the risk of a big loss for the seller. They could be forced to buy or sell a stock in the future at who knows what price. Hedging positions can eliminate that risk, leaving the options seller making a spread only on the initial transaction.Whatever the reason, things didn't go well for tech short sellers in the second quarter. Overall, short sellers did OK in the second quarter, making about $10 billion, according to S3. The losses in bearish bets on big tech were exceeded by gains made short selling health care, industrial, material, and energy stocks.Investors should keep in mind that there is a lot more money to be made owning stocks now than betting against them. The S&P 500 index gained about $2 trillion in the second quarter, dwarfing the $10 million short sellers made in that period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281355813404904,"gmtCreate":1709714933769,"gmtModify":1709714937546,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"There is HPE &amp; DELL. Far better cheaper than SMCI! &nbsp;","listText":"There is HPE &amp; DELL. Far better cheaper than SMCI! &nbsp;","text":"There is HPE & DELL. Far better cheaper than SMCI!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281355813404904","repostId":"2417122362","repostType":2,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279565148188912,"gmtCreate":1709274672211,"gmtModify":1709274676445,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Palantir? No brainer!","listText":"Palantir? No brainer!","text":"Palantir? No brainer!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279565148188912","repostId":"2416577106","repostType":2,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269557082272000,"gmtCreate":1706826676850,"gmtModify":1706826681773,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166752395028592","authorIdStr":"4166752395028592"},"themes":[],"htmlText":"Lol! As a shareholder i vote move the incorporation to Austin! &nbsp;Delaware is a joke Rescinding a bad agreement? &nbsp;How so? &nbsp;Look at the amazing ROI! A settlement that is fair &amp; just to both sides...Not just the plaintiff but all shareholders &amp; Elon's compensation!!!","listText":"Lol! As a shareholder i vote move the incorporation to Austin! &nbsp;Delaware is a joke Rescinding a bad agreement? &nbsp;How so? &nbsp;Look at the amazing ROI! A settlement that is fair &amp; just to both sides...Not just the plaintiff but all shareholders &amp; Elon's compensation!!!","text":"Lol! As a shareholder i vote move the incorporation to Austin! Delaware is a joke Rescinding a bad agreement? How so? Look at the amazing ROI! A settlement that is fair & just to both sides...Not just the plaintiff but all shareholders & Elon's compensation!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269557082272000","repostId":"2408854654","repostType":2,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}