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Jmw148

Jmw148

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03-06

Amazing!🤩

CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance

03-31

Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!

02-02

Microsoft and Meta are my picks.

02-18

Very pleased about this.

Nvidia's SoundHound Investment Could Be the Start of Something Much Bigger

01-28

Let's hope the results are as good as the expectations.

AMD: The Market Has Gone All-In On Stellar Results

02-03

Good spin offs for other companies. 😀

Nvidia's Stock Jumps 5% As the "Clear Beneficiary" of Meta's AI Spending Rush

03-17

A good read.

3 Brilliant Reasons to Buy Nvidia Stock Right Now

02-03

Very good read.

Top ASX shares for beginner investors to buy in 2024

02-03

XRO is a great company.

3 roaring ASX shares I'd hold for the next 20 years

02-02

Lots of negativity in this article! He's been wrong once....

Nvidia: Was My Late-Summer Crash Call Wrong Or Early?

02-02

WOW!🤩

Meta's Stock Soars 14% on Big Revenue and Earnings Gains, Strong Outlook

02-06

Hopefully not too late to buy some.

Palantir Forecasts Strong 2024 Profit on Robust AI Demand, Shares Jump 17%

01-29

$Microsoft(MSFT)$ Such a great company. Could definitely still be more surprises in earnings results.

01-23

I hope this filters through to other countries too.

Meta Will Let EU Users Unlink Their Instagram, Facebook, and Messenger Info Ahead of DMA

03-03

What an uplifting article. So many wonderful people putting their wealth to such good use. 😀

The Friendship With Warren Buffett That Led to Her $1 Billion Donation

02-22

Great result. 😀

NVIDIA Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate

02-21

$NVIDIA Corp(NVDA)$ The market is expecting big things. Looks like share price will retreat unless the result exceeds expectations.

01-26

Very informative. Thanks 😃

Best AI Angle: Semiconductors, Software Or Hyperscalers?

03-07

Future looks promising 😀

CrowdStrike: Growth Beyond Endpoint Security; Initiate With "Buy"

03-06

Nice bump for holders! 😀👏

Airship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip

Go to Tiger App to see more news

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article. Thanks. 😀","listText":"Great article. Thanks. 😀","text":"Great article. Thanks. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299078466093160","repostId":"2430491151","repostType":4,"repost":{"id":"2430491151","kind":"highlight","pubTimestamp":1714015305,"share":"https://ttm.financial/m/news/2430491151?lang=&edition=fundamental","pubTime":"2024-04-25 11:21","market":"us","language":"en","title":"Meta: Market Is Irrational After Q1 Results, It's A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2430491151","media":"seekingalpha","summary":"Meta Platforms, Inc. beat estimates on both revenue and profit in its first-quarter earnings report.Despite strong results, the company's shares dropped by 13% in after-hours trading.Meta's user count continues to grow, indicating the relevance of its social media platforms and its ability to attract more users.   Kira-YanArticle Thesis Meta Platforms, Inc.  reported its first-quarter earnings results on Wednesday afternoon. The company beat estimates on both lines and showed strong results. The sell-off in after-hours trading could make for a nice buying opportunity, I believe. Past Coverage  I have covered Meta Platforms several times here on Seeking Alpha, most recently three months ago, when the company reported its fourth-quarter earnings results. In this article, I gave the company a bullish rating, which has worked out well so far, as META has risen by 7% in the following three months. What Happened?","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. beat estimates on both revenue and profit in its first-quarter earnings report.</p></li><li><p>Despite strong results, the company&#39;s shares dropped by 13% in after-hours trading.</p></li><li><p>Meta&#39;s user count continues to grow, indicating the relevance of its social media platforms and its ability to attract more users.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/361838e1208b5ccbc783e60a4a5a312b\" tg-width=\"750\" tg-height=\"500\"/></p><p>Kira-Yan</p><h2 id=\"id_1969872131\">Article Thesis</h2><p>Meta Platforms, Inc. reported its first-quarter earnings results on Wednesday afternoon. The company beat estimates on both lines and showed strong results. The sell-off in after-hours trading could make for a nice buying opportunity, I believe.</p><h2 id=\"id_1209241635\">What Happened?</h2><p>Meta Platforms, Inc. has announced its most recent earnings results, for its fiscal first quarter, on Wednesday afternoon, following the market&#39;s close. We can see the headline results in the following screencap:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b31e3d289791129de4dc801aa7cc6494\" alt=\"META results (Seeking Alpha)\" title=\"META results (Seeking Alpha)\" tg-width=\"640\" tg-height=\"121\"/><span>META results (Seeking Alpha)</span></p><p>The company beat the consensus estimate on both lines, which naturally is a strong result. The revenue beat was pretty small, however, at less than 1% -- some might argue that this pales relative to the 27% revenue gain over the previous year&#39;s period.</p><p>The profit beat was significantly larger, at 9%, showing analysts continue to underestimate Meta&#39;s profitability improvement and the strength of its cost-cutting program. Looking back at the last five quarters, we see that META has beaten estimates on both lines during each of these quarters. Wall Street analysts thus seem to have a tendency of underestimating the social media giant&#39;s results.</p><p>Somewhat surprisingly, Meta Platforms&#39; results did not cause any buying spree. Instead, shares are trading down sharply at the time of writing, with after-hours prices showing a 13% share price <em>decline</em>. This is a huge contrast to Tesla&#39;s (TSLA) results from yesterday, where a double miss resulted in significant buying activity -- sometimes the market is unpredictable.</p><h2 id=\"id_803811478\">META: Still Performing Well</h2><p>I do not see any good reason why Meta would see its shares drop by 13% following this earnings report, but let&#39;s go into the details.</p><p>Starting with user activity across Meta Platforms&#39; different social media offerings -- Facebook, Instagram, and WhatsApp -- we see that the company managed to grow at a nice pace despite being gigantic already. Normally, companies grow slower and slower the larger they get, but META still managed to see its daily active user count grow by a very nice 7% compared to the previous year&#39;s period, with the total now standing at more than 3 billion. It is astonishing that a company that has billions of users manages to keep that number growing again and again. To me, this indicates that Meta&#39;s offerings remain very relevant for consumers across different age groups and across different geographic markets -- otherwise, Meta&#39;s social media platforms would not attract more and more users. The risk of being disrupted by TikTok and other competitors is not very significant, I would say, considering that users still flock to META&#39;s social media platforms in large numbers.</p><p>A growing user count helps in growing revenues, of course, but Meta can also grow its revenues in additional ways. Showing more ads to its users is another way for META to drive sales, and last but not least, the pricing of these ads is a relevant factor. In its earnings report, Meta Platforms showed that average pricing per ad improved by 6% year over year. I believe that this indicates that demand for ads is strong and that the company has significant pricing power -- advertisers want to have their ads on META&#39;s platforms and are willing to pay more and more for that.</p><p>Between the last two factors, Meta Platforms was able to turn a nice 7% user count growth rate into a very strong 27% revenue increase -- this is the best growth rate since Q3&#39;21, during the midst of the pandemic. Not only is META&#39;s revenue growth rate strong, but it is, in fact, accelerating, which could be seen as a positive indication for the company&#39;s results during the remainder of the year.</p><p>Revenue growth is great, but investors ultimately want to see profit growth. After all, rising earnings are a key factor for a rising share price in the long run. And while Meta Platforms is paying dividends now, the majority of the total returns the company will generate will come from share price appreciation, thus a growing net profit number is what investors want to see.</p><p>A company like Meta Platforms has high fixed expenses, as building and maintaining its platforms costs a lot of money. The company needs large data centers and many of its employees, such as its engineers, are costly. But on the other hand, a company like Meta Platforms has low proportional costs. When an additional user joins Meta&#39;s social media networks, the additional expenses are close to zero. This is why companies such as META benefit a great deal from operating leverage: When revenues are growing at a high pace, expenses oftentimes grow less than revenues (since many expenses are fixed), which allows for an expanding operating margin.</p><p>This is exactly what happened during the first quarter, as META&#39;s social media business expenses were up by just 6% compared to the previous year&#39;s period. The combination of very strong revenue growth of 27% and a meager 6% cost increase resulted in explosive operating income growth of 57% for the social media businesses, one of the best growth rates for the company in recent memory. Operating profit for META&#39;s social media business came in at $17.7 billion, or more than $70 billion annualized. The other businesses, such as the Metaverse unit, generated losses during the period (like in previous quarters), which is why company-wide operating profit was lower at &#34;only&#34; $13.8 billion -- which is still $55 billion annualized, and which was up by a hefty 91% year over year. The company also saw some tailwinds from a lower tax rate, which is why net profit was up by an even heftier 117%, but since the tax rate will likely not decline forever, that&#39;s just icing on the cake for now.</p><h2 id=\"id_566597260\">Some Negatives</h2><p>I believe that these results were very strong -- user count growth, pricing power, operating leverage, cost controls, almost everything looked good.</p><p>The company&#39;s revenue guidance was a little disappointing, however, which likely explains the weak market reaction to META&#39;s results. The company guides for $36.5 billion to $39 billion of revenue for the current quarter, or $37.75 billion at the midpoint. That would be up versus the result from Q1 and would represent growth of 18% versus last year&#39;s second quarter. While this growth rate would be lower than the growth rate in Q1, I believe that there is a chance that management was conservative, although we won&#39;t know until three months from now. Even if management wasn&#39;t conservative, a high-teens growth rate for a huge company like META would still be a very appealing result.</p><p>The company also increased its capital expenditures guidance for the current year from $33.5 billion to $37.5 billion, which will result in somewhat lower free cash generation, all else equal. On the other hand, one can argue that higher capital expenditures in areas such as AI will help drive future business growth, thus this is not necessarily negative.</p><p>Nevertheless, the market reaction indicates that investors didn&#39;t like these two forward-looking items. I personally believe that the sell-off is way overblown, as free cash generation will still be strong even with increased capital expenditures, and since 18% revenue growth would still be a great result.</p><h2 id=\"id_2441135934\">Is META A Buy?</h2><p>META wasn&#39;t expensive before the earnings result, and following the 13% share price drop, it has become even less expensive. Based on forecasted earnings per share of $20.05 -- likely too low, as META was way more profitable in Q1 compared to estimates -- the company is trading at just 21.5x forward earnings right now. Contrast this with the valuation of other big tech companies, such as Apple (AAPL), which has significantly weaker business growth and which still trades at more than 25x forward earnings.</p><p>Meta Platforms&#39; enterprise value to EBITDA multiple of 12 is also far from excessive, which aligns with my belief that Meta Platforms is attractively priced today.</p><p>Depending on sentiment, prices could decline further in the coming days. But with strong results, a fortress balance sheet, major AI exposure, and an undemanding valuation, Meta Platforms looks like an attractive tech investment to me right here.</p><p>Thanks for reading and happy investing!</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>Meta: Market Is Irrational After Q1 Results, It's A Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta: Market Is Irrational After Q1 Results, It's A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4685871-meta-market-is-irrational-after-q1-results-its-a-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms, Inc. beat estimates on both revenue and profit in its first-quarter earnings report.Despite strong results, the company's shares dropped by 13% in after-hours trading.Meta's user count...</p>\n\n<a href=\"https://seekingalpha.com/article/4685871-meta-market-is-irrational-after-q1-results-its-a-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765059.SGD":"FTIF - 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US Equity Sustainability Leaders A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4685871-meta-market-is-irrational-after-q1-results-its-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430491151","content_text":"Meta Platforms, Inc. beat estimates on both revenue and profit in its first-quarter earnings report.Despite strong results, the company's shares dropped by 13% in after-hours trading.Meta's user count continues to grow, indicating the relevance of its social media platforms and its ability to attract more users.Kira-YanArticle ThesisMeta Platforms, Inc. reported its first-quarter earnings results on Wednesday afternoon. The company beat estimates on both lines and showed strong results. The sell-off in after-hours trading could make for a nice buying opportunity, I believe.What Happened?Meta Platforms, Inc. has announced its most recent earnings results, for its fiscal first quarter, on Wednesday afternoon, following the market's close. We can see the headline results in the following screencap:META results (Seeking Alpha)The company beat the consensus estimate on both lines, which naturally is a strong result. The revenue beat was pretty small, however, at less than 1% -- some might argue that this pales relative to the 27% revenue gain over the previous year's period.The profit beat was significantly larger, at 9%, showing analysts continue to underestimate Meta's profitability improvement and the strength of its cost-cutting program. Looking back at the last five quarters, we see that META has beaten estimates on both lines during each of these quarters. Wall Street analysts thus seem to have a tendency of underestimating the social media giant's results.Somewhat surprisingly, Meta Platforms' results did not cause any buying spree. Instead, shares are trading down sharply at the time of writing, with after-hours prices showing a 13% share price decline. This is a huge contrast to Tesla's (TSLA) results from yesterday, where a double miss resulted in significant buying activity -- sometimes the market is unpredictable.META: Still Performing WellI do not see any good reason why Meta would see its shares drop by 13% following this earnings report, but let's go into the details.Starting with user activity across Meta Platforms' different social media offerings -- Facebook, Instagram, and WhatsApp -- we see that the company managed to grow at a nice pace despite being gigantic already. Normally, companies grow slower and slower the larger they get, but META still managed to see its daily active user count grow by a very nice 7% compared to the previous year's period, with the total now standing at more than 3 billion. It is astonishing that a company that has billions of users manages to keep that number growing again and again. To me, this indicates that Meta's offerings remain very relevant for consumers across different age groups and across different geographic markets -- otherwise, Meta's social media platforms would not attract more and more users. The risk of being disrupted by TikTok and other competitors is not very significant, I would say, considering that users still flock to META's social media platforms in large numbers.A growing user count helps in growing revenues, of course, but Meta can also grow its revenues in additional ways. Showing more ads to its users is another way for META to drive sales, and last but not least, the pricing of these ads is a relevant factor. In its earnings report, Meta Platforms showed that average pricing per ad improved by 6% year over year. I believe that this indicates that demand for ads is strong and that the company has significant pricing power -- advertisers want to have their ads on META's platforms and are willing to pay more and more for that.Between the last two factors, Meta Platforms was able to turn a nice 7% user count growth rate into a very strong 27% revenue increase -- this is the best growth rate since Q3'21, during the midst of the pandemic. Not only is META's revenue growth rate strong, but it is, in fact, accelerating, which could be seen as a positive indication for the company's results during the remainder of the year.Revenue growth is great, but investors ultimately want to see profit growth. After all, rising earnings are a key factor for a rising share price in the long run. And while Meta Platforms is paying dividends now, the majority of the total returns the company will generate will come from share price appreciation, thus a growing net profit number is what investors want to see.A company like Meta Platforms has high fixed expenses, as building and maintaining its platforms costs a lot of money. The company needs large data centers and many of its employees, such as its engineers, are costly. But on the other hand, a company like Meta Platforms has low proportional costs. When an additional user joins Meta's social media networks, the additional expenses are close to zero. This is why companies such as META benefit a great deal from operating leverage: When revenues are growing at a high pace, expenses oftentimes grow less than revenues (since many expenses are fixed), which allows for an expanding operating margin.This is exactly what happened during the first quarter, as META's social media business expenses were up by just 6% compared to the previous year's period. The combination of very strong revenue growth of 27% and a meager 6% cost increase resulted in explosive operating income growth of 57% for the social media businesses, one of the best growth rates for the company in recent memory. Operating profit for META's social media business came in at $17.7 billion, or more than $70 billion annualized. The other businesses, such as the Metaverse unit, generated losses during the period (like in previous quarters), which is why company-wide operating profit was lower at \"only\" $13.8 billion -- which is still $55 billion annualized, and which was up by a hefty 91% year over year. The company also saw some tailwinds from a lower tax rate, which is why net profit was up by an even heftier 117%, but since the tax rate will likely not decline forever, that's just icing on the cake for now.Some NegativesI believe that these results were very strong -- user count growth, pricing power, operating leverage, cost controls, almost everything looked good.The company's revenue guidance was a little disappointing, however, which likely explains the weak market reaction to META's results. The company guides for $36.5 billion to $39 billion of revenue for the current quarter, or $37.75 billion at the midpoint. That would be up versus the result from Q1 and would represent growth of 18% versus last year's second quarter. While this growth rate would be lower than the growth rate in Q1, I believe that there is a chance that management was conservative, although we won't know until three months from now. Even if management wasn't conservative, a high-teens growth rate for a huge company like META would still be a very appealing result.The company also increased its capital expenditures guidance for the current year from $33.5 billion to $37.5 billion, which will result in somewhat lower free cash generation, all else equal. On the other hand, one can argue that higher capital expenditures in areas such as AI will help drive future business growth, thus this is not necessarily negative.Nevertheless, the market reaction indicates that investors didn't like these two forward-looking items. I personally believe that the sell-off is way overblown, as free cash generation will still be strong even with increased capital expenditures, and since 18% revenue growth would still be a great result.Is META A Buy?META wasn't expensive before the earnings result, and following the 13% share price drop, it has become even less expensive. Based on forecasted earnings per share of $20.05 -- likely too low, as META was way more profitable in Q1 compared to estimates -- the company is trading at just 21.5x forward earnings right now. Contrast this with the valuation of other big tech companies, such as Apple (AAPL), which has significantly weaker business growth and which still trades at more than 25x forward earnings.Meta Platforms' enterprise value to EBITDA multiple of 12 is also far from excessive, which aligns with my belief that Meta Platforms is attractively priced today.Depending on sentiment, prices could decline further in the coming days. But with strong results, a fortress balance sheet, major AI exposure, and an undemanding valuation, Meta Platforms looks like an attractive tech investment to me right here.Thanks for reading and happy investing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298835911077904,"gmtCreate":1713989902482,"gmtModify":1713989906278,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Yay that's a great result 🤩","listText":"Yay that's a great result 🤩","text":"Yay that's a great result 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298835911077904","repostId":"2430338493","repostType":2,"repost":{"id":"2430338493","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1713989479,"share":"https://ttm.financial/m/news/2430338493?lang=&edition=fundamental","pubTime":"2024-04-25 04:11","market":"hk","language":"en","title":"Chipotle Mexican Grill Q1 2024 Adj EPS $13.37 Beats $11.68 Estimate, Sales $2.702B Beat $2.675B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2430338493","media":"Benzinga","summary":"Chipotle Mexican Grill (NYSE:CMG) reported quarterly earnings of $13.37 per share which beat the analyst consensus estimate of $11.68 by 14.47 percent.  The company reported quarterly sales of $2.702 billion which beat","content":"<html><body><p>Chipotle Mexican Grill (NYSE:CMG) reported quarterly earnings of $13.37 per share which beat the analyst consensus estimate of $11.68 by 14.47 percent.  The company reported quarterly sales of $2.702 billion which beat the analyst consensus estimate of $2.675 billion by 1.02 percent.  This is a 14.05 percent increase over sales of $2.369 billion the same period last year.</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>Chipotle Mexican Grill Q1 2024 Adj EPS $13.37 Beats $11.68 Estimate, Sales $2.702B Beat $2.675B Estimate</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\">\nChipotle Mexican Grill Q1 2024 Adj EPS $13.37 Beats $11.68 Estimate, Sales $2.702B Beat $2.675B Estimate\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-25 04:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Chipotle Mexican Grill (NYSE:CMG) reported quarterly earnings of $13.37 per share which beat the analyst consensus estimate of $11.68 by 14.47 percent.  The company reported quarterly sales of $2.702 billion which beat the analyst consensus estimate of $2.675 billion by 1.02 percent.  This is a 14.05 percent increase over sales of $2.369 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤"},"source_url":"https://www.benzinga.com/news/earnings/24/04/38415581/chipotle-mexican-grill-q1-2024-adj-eps-13-37-beats-11-68-estimate-sales-2-702b-beat-2-675b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430338493","content_text":"Chipotle Mexican Grill (NYSE:CMG) reported quarterly earnings of $13.37 per share which beat the analyst consensus estimate of $11.68 by 14.47 percent.  The company reported quarterly sales of $2.702 billion which beat the analyst consensus estimate of $2.675 billion by 1.02 percent.  This is a 14.05 percent increase over sales of $2.369 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290142715101184,"gmtCreate":1711842167459,"gmtModify":1711842171121,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!","listText":"Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!","text":"Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/290142715101184","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285119026389152,"gmtCreate":1710615223135,"gmtModify":1710615227498,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"A good read.&nbsp;","listText":"A good read.&nbsp;","text":"A good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285119026389152","repostId":"2419972203","repostType":4,"repost":{"id":"2419972203","kind":"highlight","pubTimestamp":1710585166,"share":"https://ttm.financial/m/news/2419972203?lang=&edition=fundamental","pubTime":"2024-03-16 18:32","market":"us","language":"en","title":"3 Brilliant Reasons to Buy Nvidia Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2419972203","media":"Motley Fool","summary":"Nvidia has a bright future despite its already stellar performance.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia has been an incredible outperformer over the past year.</p></li><li><p>The market is large enough for Nvidia to have strong, sustained growth levels.</p></li><li><p>The stock isn&#39;t as expensive as you might expect.</p></li></ul><p>Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.</p><p>But just because it has risen that much doesn&#39;t necessarily mean investors have missed out; you can always buy the stock now.</p><p>Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.</p><h2 id=\"id_1778833290\">1. GPU demand is still expanding</h2><p>Nvidia&#39;s primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they&#39;re also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.</p><p>As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia&#39;s business has soared. In its latest quarter, Nvidia&#39;s revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45261387ecadfe576f51ef4b4adc7ee3\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.</p><p>Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.</p><p>Just because Nvidia has experienced unbelievable growth doesn&#39;t mean it&#39;s done yet. But investors shouldn&#39;t expect revenue to triple like it did over the past year.</p><h2 id=\"id_4232355356\">2. The AI market is massive and has barely been integrated into workflows</h2><p>AI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.</p><p>GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.</p><p>These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.</p><p>The last piece of the puzzle is Nvidia&#39;s H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.</p><p>We&#39;re in the early innings of AI affecting work, and Nvidia is set to capitalize.</p><h2 id=\"id_884098380\">3. The stock isn&#39;t as expensive as you&#39;d think</h2><p>The previous two reasons don&#39;t involve the stock; they only concern the future. However, thanks to Nvidia&#39;s growth, the stock isn&#39;t as expensive as it used to be.</p><p>When a company is undergoing a massive transformation, it&#39;s useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn&#39;t perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/517956ffc13c8cac567cfafaa11913f7\" tg-width=\"720\" tg-height=\"456\"/></p><p>NVDA PE ratio data by YCharts.</p><p>While Nvidia&#39;s P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.</p><p>And when the world&#39;s largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia&#39;s stock price doesn&#39;t look all that bad.</p><p>Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.</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>3 Brilliant Reasons to Buy Nvidia Stock Right Now</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; 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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\">\n3 Brilliant Reasons to Buy Nvidia Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 18:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","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","BK4549":"软银资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NVDA":"英伟达","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4534":"瑞士信贷持仓","BK4523":"印度概念","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","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4543":"AI","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419972203","content_text":"Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.But just because it has risen that much doesn't necessarily mean investors have missed out; you can always buy the stock now.Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.1. GPU demand is still expandingNvidia's primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they're also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia's business has soared. In its latest quarter, Nvidia's revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.Just because Nvidia has experienced unbelievable growth doesn't mean it's done yet. But investors shouldn't expect revenue to triple like it did over the past year.2. The AI market is massive and has barely been integrated into workflowsAI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.The last piece of the puzzle is Nvidia's H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.We're in the early innings of AI affecting work, and Nvidia is set to capitalize.3. The stock isn't as expensive as you'd thinkThe previous two reasons don't involve the stock; they only concern the future. However, thanks to Nvidia's growth, the stock isn't as expensive as it used to be.When a company is undergoing a massive transformation, it's useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn't perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.NVDA PE ratio data by YCharts.While Nvidia's P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.And when the world's largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia's stock price doesn't look all that bad.Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282424632688824,"gmtCreate":1709979927188,"gmtModify":1709979930735,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Diversified for me but with a bent towards tech / AI stocks.","listText":"Diversified for me but with a bent towards tech / AI stocks.","text":"Diversified for me but with a bent towards tech / AI stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282424632688824","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281695039340640,"gmtCreate":1709801714470,"gmtModify":1709801718228,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Future looks promising 😀","listText":"Future looks promising 😀","text":"Future looks promising 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281695039340640","repostId":"1100866375","repostType":4,"repost":{"id":"1100866375","kind":"news","pubTimestamp":1709799819,"share":"https://ttm.financial/m/news/1100866375?lang=&edition=fundamental","pubTime":"2024-03-07 16:23","market":"us","language":"en","title":"CrowdStrike: Growth Beyond Endpoint Security; Initiate With \"Buy\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1100866375","media":"Seekingalpha","summary":"SummaryCrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.Their integrated F","content":"<html><head></head><body><h2 id=\"id_3968488602\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>CrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.</p></li><li><p>Their integrated Falcon platform provides operational simplicity and cost reduction for enterprises, with a focus on endpoint, identity, cloud security, and data protection.</p></li><li><p>CrowdStrike&#39;s financials show outstanding revenue growth, margin expansion, and strong acquisition strategies, positioning them for continued growth in the cybersecurity market.</p></li></ul><p>CrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, encompassing endpoint, identity, cloud security and data protection. CrowdStrike has been demonstrating strong growth momentum in the new cloud landscape. I initiate with a &#34;Buy&#34; Rating with a fair value of $450 per share.</p><h2 id=\"id_1547925637\" style=\"text-align: left;\">One Console, One Agent, Multiple Models</h2><p style=\"text-align: left;\">As CrowdStrike was founded in 2011, their technology platform embraces cutting-edge cloud based infrastructure, and their Falcon platform is built for one console, one agent with multiple models. These models can address endpoint, cloud, identity, SIEM, and data protections needs across enterprises of varying scales, as illustrated in the slide below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85dbc93f3d378c188d92000177509cad\" alt=\"CrowdStrike Investor Presentation\" title=\"CrowdStrike Investor Presentation\" tg-width=\"640\" tg-height=\"371\"/><span>CrowdStrike Investor Presentation</span></p><p style=\"text-align: left;\">CrowdStrike has experienced explosive business growth in recent years, with continued margin expansion as evidenced in the table below. There are several growth drivers for their growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdc98dc118f81b00e405ea741ecf876a\" alt=\"CrowdStrike historical growth\" title=\"CrowdStrike historical growth\" tg-width=\"640\" tg-height=\"145\"/><span>CrowdStrike historical growth</span></p><p style=\"text-align: left;\">Firstly, their unified platform with multiple modules structure would reduce the operational complexity and costs for enterprises. Presently, CrowdStrike offers 27 distinct models under their Falcon platform, allowing customers to select their preferred models for purchase. Moreover, the entire platform is cloud-based; consequently, customers only need to face one vendor and one platform.</p><p style=\"text-align: left;\">Secondly, CrowdStrike’s core endpoint is a market leader, and it has been ranked #1 out of 26 vendors in IDC’s endpoint security market share report, as communicated by CrowdStrike. Fortune Business Insights forecasts the endpoint security market size to grow from $13.6 billion in 2023 to $25.7 billion in 2030, exhibiting a CAGR of 9.5%. CrowdStrike’s unified platform provides them a significant advantage in competing against other standalone endpoint software vendors.</p><p style=\"text-align: left;\">Lastly, CrowdStrike has been expanding their offerings beyond endpoint security, with notable growth observed in the identity and cloud security. In Q4 FY24, their identity protection business has surpassed $300 million in annual recurring revenue (ARR), more than doubling year-over-year. In addition, CrowdStrike and Palo Alto Networks (PANW) are the two main vendors for cloud security. CrowdStrike has been building their cloud security with a primary focus on data. As disclosed over the earnings call, their cloud security business has been accelerated, with net new ARR growing nearly 200% year-over-year growth. Currently, they have more than $400 million in ARR.</p><p style=\"text-align: left;\">In short, CrowdStrike’s integrated Falcon platform serves as the driving force behind the company’s phenomenal growth.</p><h2 id=\"id_4255249870\" style=\"text-align: left;\">Historical Financial Analysis</h2><p style=\"text-align: left;\">The following table examines the company’s key financials from FY21 to FY24. Their revenue growth, free cash conversion and margin expansion are outstanding. Notably, the free cash flow margin achieved 30.8% in FY24 thanks to their subscription business model. They generated $2.4 billion free cash flow in total from FY21 to FY24 and spent $757 million in acquisition without any dividend and shares repurchase, quite typical for an early-stage/high growth tech firm.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9827b3c390ce525b3737363fd71487be\" alt=\"CrowdStrike historical metrics\" title=\"CrowdStrike historical metrics\" tg-width=\"640\" tg-height=\"450\"/><span>CrowdStrike historical metrics</span></p><p style=\"text-align: left;\">They have a resilient balance sheet, with $3.47 billion in cash and cash equivalents at the end of Q4 FY24. Their margin expansion is quite respectful, evidenced by 21.6% of adjusted operating margin in FY24. As the company’s products are module-based, the incremental costs for additional module are almost marginal for CrowdStrike, and most subscription income would drop to the bottom line, which generates tremendous operating leverage for the firm. During the latest earnings call, their management expressed strong confidence in their ability to drive future margin expansion over the forthcoming years.</p><h2 id=\"id_1418438622\" style=\"text-align: left;\">Acquisition Analysis</h2><p style=\"text-align: left;\">As previously noted, CrowdStrike allocated a portion of their free cash flow toward acquisitions. In November 2021, they completed the acquisition of SecureCircle, a SaaS-based cybersecurity service company. The deal bolstered CrowdStrike’s data protection module and enhanced their data collections from endpoint.</p><p style=\"text-align: left;\">In 2023, they announced plans to acquire Bionic, the pioneer of Application Security Posture Management. Subsequently, these acquired features have been seamlessly integrated into their Falcon platform.</p><p style=\"text-align: left;\">On March 5th, 2024, CrowdStrike announced to acquire Flow Security, the industry’s first and only cloud data runtime security solution. As highlighted in the earnings call, the management expressed Flow Security would enhance the data protection module, and furnish CrowdStrike with a distinctive competitive edge over legacy data leakage prevention systems.</p><p style=\"text-align: left;\">In summary, I appreciate their tuck-in acquisition deals, whereby these individual SaaS services are seamlessly integrated into the unified Falcon Security Platform.</p><h2 id=\"id_1751177602\" style=\"text-align: left;\">Recent Results And Outlook</h2><p style=\"text-align: left;\">CrowdStrike reported their Q4 FY24 result on March 5th after market close. My biggest observation for the quarter is the strong ARR growth, as indicated in the table below. They achieved record net new ARR of $282 million, growing 27% year-over-year. As mentioned earlier, the ARR growth has propelled by the adoption of cloud security, identity and endpoint solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b845bd5894748ca019e7b1951b11d75b\" alt=\"CrowdStrike Quarterly Results\" title=\"CrowdStrike Quarterly Results\" tg-width=\"640\" tg-height=\"142\"/><span>CrowdStrike Quarterly Results</span></p><p style=\"text-align: left;\">They are guiding 30%-31% of revenue growth for FY25 and expecting free cash flow margin to be 31%-33%. They continue to target $10 billion of ARR over the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8984c0a25eb03881ee2b8b4279e2c5f0\" alt=\"CrowdStrike Guidance\" title=\"CrowdStrike Guidance\" tg-width=\"640\" tg-height=\"224\"/><span>CrowdStrike Guidance</span></p><p style=\"text-align: left;\"><strong>CrowdStrike Investor Presentation</strong></p><p style=\"text-align: left;\">Their guidance appears to be reasonable and realistic to me. They ended up the quarter with $3.44 billion of ARR, and their net dollar retention rate was around 120%; therefore, the existing business has the potential to achieve $3.65 billion in revenue for FY25 assuming all the renewals will occur in the middle of FY25. CrowdStrike only needs to generate $300 million additional revenue from new customer acquisitions, or the new module purchases from existing customers.</p><p style=\"text-align: left;\">During the earnings call, their management emphasized their capability for cross-selling. More specifically, deals with eight or more modules doubled year-over-year. In addition, they closed more than 250 deals greater than $1 million in Q4 alone. Given these factors, FY25 appears poised for yet another year of growth for CrowdStrike.</p><h2 id=\"id_1342856921\" style=\"text-align: left;\">Valuation Estimates</h2><p style=\"text-align: left;\">The model’s assumptions for FY25 align with the company’s guidance, and as discussed above, it is quite achievable in my opinion. As they are spending more than 20% of revenue towards SBC without any shares repurchase, I estimate that their shares outstanding will grow 2.5% year-over-year.</p><p style=\"text-align: left;\">Their operating margin would be predominantly fueled by operating leverage, as their additional module sales could flow directly to the bottom of their P&amp;L. I calculate that their operating expense growth would be 4%-5% lower than their topline growth. The operating margin is projected to reach 30.9% by FY34, a quite reasonable level compared to other SaaS companies.</p><p style=\"text-align: left;\">For CrowdStrike Holdings&#39; normalized growth, I project their growth rate gradually moderate as they scale up their business. Fortune Business Insights forecasts the global cybersecurity market to grow 13.8% CAGR during 2023-2030. Considering CrowdStrike has been gaining tremendous market share from legacy cybersecurity vendors, I view the growth assumptions in the model as quite conservative.</p><p style=\"text-align: left;\">The model utilizes 10% discount rate, a consistent rate I apply across all my models. The terminal growth is set to be 4%, slightly higher than the global GDP growth. With these parameters, the fair value is calculated to be $450 per share. The stock price is trading at 50x FY26’s free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a9ec3b7f0c55019c533572ddeb1c782\" alt=\"CrowdStrike DCF - Author&#39;s Calculations\" title=\"CrowdStrike DCF - Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"268\"/><span>CrowdStrike DCF - Author&#39;s Calculations</span></p><h2 id=\"id_3613306845\" style=\"text-align: left;\">Key Risks</h2><p style=\"text-align: left;\"><strong>Patent Infringement</strong>: In March 2022, Webroot and Open Text (OTEX) filed a lawsuit against CrowdStrike, alleging infringement on six patents, as disclosed in FY23 10Ks. The lawsuit outcome remains pending, and it is uncertain whether it could potentially impact the distribution of CrowdStrike’s certain modules in the future.</p><p style=\"text-align: left;\"><strong>Small Business Exposure</strong>: CrowdStrike doesn’t disclose their revenue exposure to small customers; however, I anticipate it is not a small percentage, as CrowdStrike’s subscription model is quite affordable for small customers. Any economic challenges would impact small businesses first, potentially posing threats to CrowdStrike’s growth.</p><p style=\"text-align: left;\"><strong>High Stock-based Compensation</strong>: As mentioned, CrowdStrike is spending more than 20% of total revenues on SBC, a quite high level compared to other software companies. I’ll continue to monitor their SBC spending in the coming years.</p><h2 id=\"id_355306276\" style=\"text-align: left;\">Verdict</h2><p style=\"text-align: left;\">CrowdStrike Holdings, Inc. is firing on all cylinders, expanding security services to fast-growth areas such as identity, cloud security and data protections. I anticipate the company will continue to gain market shares from legacy players. Given the current undervaluation of the stock, I am initiating with a &#34;Buy&#34; Rating with a fair value of $450 per share.</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>CrowdStrike: Growth Beyond Endpoint Security; Initiate With \"Buy\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike: Growth Beyond Endpoint Security; Initiate With \"Buy\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4676417-crowdstrike-growth-beyond-endpoint-security-initiate-with-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.Their integrated ...</p>\n\n<a href=\"https://seekingalpha.com/article/4676417-crowdstrike-growth-beyond-endpoint-security-initiate-with-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4676417-crowdstrike-growth-beyond-endpoint-security-initiate-with-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100866375","content_text":"SummaryCrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.Their integrated Falcon platform provides operational simplicity and cost reduction for enterprises, with a focus on endpoint, identity, cloud security, and data protection.CrowdStrike's financials show outstanding revenue growth, margin expansion, and strong acquisition strategies, positioning them for continued growth in the cybersecurity market.CrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, encompassing endpoint, identity, cloud security and data protection. CrowdStrike has been demonstrating strong growth momentum in the new cloud landscape. I initiate with a \"Buy\" Rating with a fair value of $450 per share.One Console, One Agent, Multiple ModelsAs CrowdStrike was founded in 2011, their technology platform embraces cutting-edge cloud based infrastructure, and their Falcon platform is built for one console, one agent with multiple models. These models can address endpoint, cloud, identity, SIEM, and data protections needs across enterprises of varying scales, as illustrated in the slide below.CrowdStrike Investor PresentationCrowdStrike has experienced explosive business growth in recent years, with continued margin expansion as evidenced in the table below. There are several growth drivers for their growth.CrowdStrike historical growthFirstly, their unified platform with multiple modules structure would reduce the operational complexity and costs for enterprises. Presently, CrowdStrike offers 27 distinct models under their Falcon platform, allowing customers to select their preferred models for purchase. Moreover, the entire platform is cloud-based; consequently, customers only need to face one vendor and one platform.Secondly, CrowdStrike’s core endpoint is a market leader, and it has been ranked #1 out of 26 vendors in IDC’s endpoint security market share report, as communicated by CrowdStrike. Fortune Business Insights forecasts the endpoint security market size to grow from $13.6 billion in 2023 to $25.7 billion in 2030, exhibiting a CAGR of 9.5%. CrowdStrike’s unified platform provides them a significant advantage in competing against other standalone endpoint software vendors.Lastly, CrowdStrike has been expanding their offerings beyond endpoint security, with notable growth observed in the identity and cloud security. In Q4 FY24, their identity protection business has surpassed $300 million in annual recurring revenue (ARR), more than doubling year-over-year. In addition, CrowdStrike and Palo Alto Networks (PANW) are the two main vendors for cloud security. CrowdStrike has been building their cloud security with a primary focus on data. As disclosed over the earnings call, their cloud security business has been accelerated, with net new ARR growing nearly 200% year-over-year growth. Currently, they have more than $400 million in ARR.In short, CrowdStrike’s integrated Falcon platform serves as the driving force behind the company’s phenomenal growth.Historical Financial AnalysisThe following table examines the company’s key financials from FY21 to FY24. Their revenue growth, free cash conversion and margin expansion are outstanding. Notably, the free cash flow margin achieved 30.8% in FY24 thanks to their subscription business model. They generated $2.4 billion free cash flow in total from FY21 to FY24 and spent $757 million in acquisition without any dividend and shares repurchase, quite typical for an early-stage/high growth tech firm.CrowdStrike historical metricsThey have a resilient balance sheet, with $3.47 billion in cash and cash equivalents at the end of Q4 FY24. Their margin expansion is quite respectful, evidenced by 21.6% of adjusted operating margin in FY24. As the company’s products are module-based, the incremental costs for additional module are almost marginal for CrowdStrike, and most subscription income would drop to the bottom line, which generates tremendous operating leverage for the firm. During the latest earnings call, their management expressed strong confidence in their ability to drive future margin expansion over the forthcoming years.Acquisition AnalysisAs previously noted, CrowdStrike allocated a portion of their free cash flow toward acquisitions. In November 2021, they completed the acquisition of SecureCircle, a SaaS-based cybersecurity service company. The deal bolstered CrowdStrike’s data protection module and enhanced their data collections from endpoint.In 2023, they announced plans to acquire Bionic, the pioneer of Application Security Posture Management. Subsequently, these acquired features have been seamlessly integrated into their Falcon platform.On March 5th, 2024, CrowdStrike announced to acquire Flow Security, the industry’s first and only cloud data runtime security solution. As highlighted in the earnings call, the management expressed Flow Security would enhance the data protection module, and furnish CrowdStrike with a distinctive competitive edge over legacy data leakage prevention systems.In summary, I appreciate their tuck-in acquisition deals, whereby these individual SaaS services are seamlessly integrated into the unified Falcon Security Platform.Recent Results And OutlookCrowdStrike reported their Q4 FY24 result on March 5th after market close. My biggest observation for the quarter is the strong ARR growth, as indicated in the table below. They achieved record net new ARR of $282 million, growing 27% year-over-year. As mentioned earlier, the ARR growth has propelled by the adoption of cloud security, identity and endpoint solutions.CrowdStrike Quarterly ResultsThey are guiding 30%-31% of revenue growth for FY25 and expecting free cash flow margin to be 31%-33%. They continue to target $10 billion of ARR over the next few years.CrowdStrike GuidanceCrowdStrike Investor PresentationTheir guidance appears to be reasonable and realistic to me. They ended up the quarter with $3.44 billion of ARR, and their net dollar retention rate was around 120%; therefore, the existing business has the potential to achieve $3.65 billion in revenue for FY25 assuming all the renewals will occur in the middle of FY25. CrowdStrike only needs to generate $300 million additional revenue from new customer acquisitions, or the new module purchases from existing customers.During the earnings call, their management emphasized their capability for cross-selling. More specifically, deals with eight or more modules doubled year-over-year. In addition, they closed more than 250 deals greater than $1 million in Q4 alone. Given these factors, FY25 appears poised for yet another year of growth for CrowdStrike.Valuation EstimatesThe model’s assumptions for FY25 align with the company’s guidance, and as discussed above, it is quite achievable in my opinion. As they are spending more than 20% of revenue towards SBC without any shares repurchase, I estimate that their shares outstanding will grow 2.5% year-over-year.Their operating margin would be predominantly fueled by operating leverage, as their additional module sales could flow directly to the bottom of their P&L. I calculate that their operating expense growth would be 4%-5% lower than their topline growth. The operating margin is projected to reach 30.9% by FY34, a quite reasonable level compared to other SaaS companies.For CrowdStrike Holdings' normalized growth, I project their growth rate gradually moderate as they scale up their business. Fortune Business Insights forecasts the global cybersecurity market to grow 13.8% CAGR during 2023-2030. Considering CrowdStrike has been gaining tremendous market share from legacy cybersecurity vendors, I view the growth assumptions in the model as quite conservative.The model utilizes 10% discount rate, a consistent rate I apply across all my models. The terminal growth is set to be 4%, slightly higher than the global GDP growth. With these parameters, the fair value is calculated to be $450 per share. The stock price is trading at 50x FY26’s free cash flow.CrowdStrike DCF - Author's CalculationsKey RisksPatent Infringement: In March 2022, Webroot and Open Text (OTEX) filed a lawsuit against CrowdStrike, alleging infringement on six patents, as disclosed in FY23 10Ks. The lawsuit outcome remains pending, and it is uncertain whether it could potentially impact the distribution of CrowdStrike’s certain modules in the future.Small Business Exposure: CrowdStrike doesn’t disclose their revenue exposure to small customers; however, I anticipate it is not a small percentage, as CrowdStrike’s subscription model is quite affordable for small customers. Any economic challenges would impact small businesses first, potentially posing threats to CrowdStrike’s growth.High Stock-based Compensation: As mentioned, CrowdStrike is spending more than 20% of total revenues on SBC, a quite high level compared to other software companies. I’ll continue to monitor their SBC spending in the coming years.VerdictCrowdStrike Holdings, Inc. is firing on all cylinders, expanding security services to fast-growth areas such as identity, cloud security and data protections. I anticipate the company will continue to gain market shares from legacy players. Given the current undervaluation of the stock, I am initiating with a \"Buy\" Rating with a fair value of $450 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281367885369368,"gmtCreate":1709697525381,"gmtModify":1709697529223,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"I hope he's right 😀","listText":"I hope he's right 😀","text":"I hope he's right 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281367885369368","repostId":"2417414195","repostType":4,"repost":{"id":"2417414195","kind":"highlight","pubTimestamp":1709690400,"share":"https://ttm.financial/m/news/2417414195?lang=&edition=fundamental","pubTime":"2024-03-06 10:00","market":"us","language":"en","title":"Wedbush Remains Bullish on Apple , \"Brighter Days Will Be Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2417414195","media":"StreetInsider","summary":"Despite Apple (NASDAQ:AAPL) shares continuing to decline, analysts at Wedbush continue to remain bullish on the stock.The firm said Tuesday that the current sentiment is \"dismal\" with China headwinds ","content":"<html><head></head><body><p style=\"text-align: left;\">Despite Apple (NASDAQ:AAPL) shares continuing to decline, analysts at Wedbush continue to remain bullish on the stock.</p><p style=\"text-align: left;\">The firm said Tuesday that the current sentiment is &#34;dismal&#34; with China headwinds impacting the stock, but they remain positive on the iPhone maker.</p><p style=\"text-align: left;\">&#34;While investor sentiment around the AI Revolution is reaching a feverish pitch, on the other hand, Street sentiment and worries around the Apple story resemble that of a horror show right now,&#34; analysts at Wedbush wrote.</p><p style=\"text-align: left;\">The biggest concern around Apple is based on negative data points on China smartphone demand that show sluggish sales for iPhones in the key region.</p><p style=\"text-align: left;\">Nevertheless, Wedbush&#39;s bullish stance is based on four factors. Firstly, they believe the current iPhone estimates for 2024 remain hittable with 2025 Street estimates conservative.</p><p style=\"text-align: left;\">They also feel that pent-up demand around an upgrade cycle could exceed 270 million iPhones heading into iPhone 16. At the same time, &#34;Services remains rock solid with double-digit growth and a key to the valuation support.&#34;</p><p style=\"text-align: left;\">Analysts also said that &#34;AI is finally coming to Apple in the form of new App Store enhancements and built into iPhone 16 based on the firm&#39;s research in the field. Wedbush also notes that Apple &#34;has the strongest installed base of any company in the world with 2.2 billion iOS devices and the next phase of monetization is on the horizon.&#34;</p><p style=\"text-align: left;\">&#34;In our view, brighter days will be ahead for Apple, although right now, the China story remains the dark cloud over the name in the near term,&#34; analysts at Wedbush stated.</p><p>Wedbush reiterated his &#34;Outperform&#34; rating and $250 price target, which represents potential upside of 47% from current levels.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush Remains Bullish on Apple , \"Brighter Days Will Be Ahead\"</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\">\nWedbush Remains Bullish on Apple , \"Brighter Days Will Be Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22883794><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite Apple (NASDAQ:AAPL) shares continuing to decline, analysts at Wedbush continue to remain bullish on the stock.The firm said Tuesday that the current sentiment is \"dismal\" with China headwinds ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22883794\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4574":"无人驾驶","BK4573":"虚拟现实","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4592":"伊斯兰概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","AAPL":"苹果","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4553":"喜马拉雅资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4588":"碎股"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22883794","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417414195","content_text":"Despite Apple (NASDAQ:AAPL) shares continuing to decline, analysts at Wedbush continue to remain bullish on the stock.The firm said Tuesday that the current sentiment is \"dismal\" with China headwinds impacting the stock, but they remain positive on the iPhone maker.\"While investor sentiment around the AI Revolution is reaching a feverish pitch, on the other hand, Street sentiment and worries around the Apple story resemble that of a horror show right now,\" analysts at Wedbush wrote.The biggest concern around Apple is based on negative data points on China smartphone demand that show sluggish sales for iPhones in the key region.Nevertheless, Wedbush's bullish stance is based on four factors. Firstly, they believe the current iPhone estimates for 2024 remain hittable with 2025 Street estimates conservative.They also feel that pent-up demand around an upgrade cycle could exceed 270 million iPhones heading into iPhone 16. At the same time, \"Services remains rock solid with double-digit growth and a key to the valuation support.\"Analysts also said that \"AI is finally coming to Apple in the form of new App Store enhancements and built into iPhone 16 based on the firm's research in the field. Wedbush also notes that Apple \"has the strongest installed base of any company in the world with 2.2 billion iOS devices and the next phase of monetization is on the horizon.\"\"In our view, brighter days will be ahead for Apple, although right now, the China story remains the dark cloud over the name in the near term,\" analysts at Wedbush stated.Wedbush reiterated his \"Outperform\" rating and $250 price target, which represents potential upside of 47% from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281236962291832,"gmtCreate":1709686026188,"gmtModify":1709686029958,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Nice bump for holders! 😀👏","listText":"Nice bump for holders! 😀👏","text":"Nice bump for holders! 😀👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281236962291832","repostId":"1137806658","repostType":4,"repost":{"id":"1137806658","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709684100,"share":"https://ttm.financial/m/news/1137806658?lang=&edition=fundamental","pubTime":"2024-03-06 08:15","market":"us","language":"en","title":"Airship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip","url":"https://stock-news.laohu8.com/highlight/detail?id=1137806658","media":"Dow Jones","summary":"The company uses AI to help law-enforcement and defense customers harness dataAirship AI nabbed a contract with the Department of Justice, it said Tuesday.The technology sector moved lower Tuesday, ta","content":"<html><head></head><body><p>The company uses AI to help law-enforcement and defense customers harness data</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc620fec6bb3e90c7a897d45c86bea08\" alt=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" title=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" tg-width=\"922\" tg-height=\"517\"/><span>Airship AI nabbed a contract with the Department of Justice, it said Tuesday.</span></p><p>The technology sector moved lower Tuesday, taking with it a host of hot stocks that had been riding Wall Street’s enthusiasm for the artificial-intelligence revolution.</p><p style=\"text-align: start;\">But one small name stood out in a big way in a sea of mostly red: Shares of Airship AI Holdings Inc. rocketed 200%, after the sensor and data-management company said it received a contract with the U.S. Department of Justice.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32caac6b6f97aaa07868e80f72a87018\" tg-width=\"842\" tg-height=\"621\"/></p><p>And the shares jumped another 15% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a10e0bf41d9618cae9568bac4d3fe2c3\" tg-width=\"840\" tg-height=\"621\"/></p><p>The Redmond, Wash.-based company uses AI to help law-enforcement, defense, and public-sector customers harness data. Airship’s “large” contract with a DOJ agency is for the company’s “video and data-management platform supporting emerging public-safety and investigative requirements,” according to a release.</p><p style=\"text-align: start;\">Paul Allen, the company’s president, said in the release that Airship AI has a “strong pipeline” for the year.</p><p style=\"text-align: start;\">Airship AI is still a relatively tiny company, with a market capitalization of about $135 million. The company went public in December through a merger with a special-purpose acquisition company.</p><p style=\"text-align: start;\">A June 2023 presentation on Airship’s investor-relations site says the company generated $14.5 million in revenue during 2022, with a 58% gross margin and “positive” earnings before interest, taxes, depreciation and amortization, or Ebitda.</p><p style=\"text-align: start;\">Airship’s letter to shareholders this January highlighted a $10.9 million award from the U.S. Department of Homeland Security. At the time, the company said it had a roughly $11.8 million backlog “that will be delivered and invoiced” across the first and second quarters of 2024.</p><p style=\"text-align: start;\">Other relatively small AI plays have also generated investor attention lately. One is SoundHound AI Inc., which now has a market cap worth $1.5 billion and started seeing stock momentum earlier this year after Nvidia Corp. listed a stake on its own 13-F filing with the Securities and Exchange Commission. SoundHound generated roughly $17 million in revenue during its latest quarter while racking up an $18 million net loss.</p><p>SoundHound’s stock was down 12% in Tuesday’s session, while shares of C3.ai Inc., which is worth $3.8 billion in market cap, were down about 8%.</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>Airship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip</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\">\nAirship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-03-06 08:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The company uses AI to help law-enforcement and defense customers harness data</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc620fec6bb3e90c7a897d45c86bea08\" alt=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" title=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" tg-width=\"922\" tg-height=\"517\"/><span>Airship AI nabbed a contract with the Department of Justice, it said Tuesday.</span></p><p>The technology sector moved lower Tuesday, taking with it a host of hot stocks that had been riding Wall Street’s enthusiasm for the artificial-intelligence revolution.</p><p style=\"text-align: start;\">But one small name stood out in a big way in a sea of mostly red: Shares of Airship AI Holdings Inc. rocketed 200%, after the sensor and data-management company said it received a contract with the U.S. Department of Justice.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32caac6b6f97aaa07868e80f72a87018\" tg-width=\"842\" tg-height=\"621\"/></p><p>And the shares jumped another 15% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a10e0bf41d9618cae9568bac4d3fe2c3\" tg-width=\"840\" tg-height=\"621\"/></p><p>The Redmond, Wash.-based company uses AI to help law-enforcement, defense, and public-sector customers harness data. Airship’s “large” contract with a DOJ agency is for the company’s “video and data-management platform supporting emerging public-safety and investigative requirements,” according to a release.</p><p style=\"text-align: start;\">Paul Allen, the company’s president, said in the release that Airship AI has a “strong pipeline” for the year.</p><p style=\"text-align: start;\">Airship AI is still a relatively tiny company, with a market capitalization of about $135 million. The company went public in December through a merger with a special-purpose acquisition company.</p><p style=\"text-align: start;\">A June 2023 presentation on Airship’s investor-relations site says the company generated $14.5 million in revenue during 2022, with a 58% gross margin and “positive” earnings before interest, taxes, depreciation and amortization, or Ebitda.</p><p style=\"text-align: start;\">Airship’s letter to shareholders this January highlighted a $10.9 million award from the U.S. Department of Homeland Security. At the time, the company said it had a roughly $11.8 million backlog “that will be delivered and invoiced” across the first and second quarters of 2024.</p><p style=\"text-align: start;\">Other relatively small AI plays have also generated investor attention lately. One is SoundHound AI Inc., which now has a market cap worth $1.5 billion and started seeing stock momentum earlier this year after Nvidia Corp. listed a stake on its own 13-F filing with the Securities and Exchange Commission. SoundHound generated roughly $17 million in revenue during its latest quarter while racking up an $18 million net loss.</p><p>SoundHound’s stock was down 12% in Tuesday’s session, while shares of C3.ai Inc., which is worth $3.8 billion in market cap, were down about 8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AISP":"Airship AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137806658","content_text":"The company uses AI to help law-enforcement and defense customers harness dataAirship AI nabbed a contract with the Department of Justice, it said Tuesday.The technology sector moved lower Tuesday, taking with it a host of hot stocks that had been riding Wall Street’s enthusiasm for the artificial-intelligence revolution.But one small name stood out in a big way in a sea of mostly red: Shares of Airship AI Holdings Inc. rocketed 200%, after the sensor and data-management company said it received a contract with the U.S. Department of Justice.And the shares jumped another 15% in extended trading.The Redmond, Wash.-based company uses AI to help law-enforcement, defense, and public-sector customers harness data. Airship’s “large” contract with a DOJ agency is for the company’s “video and data-management platform supporting emerging public-safety and investigative requirements,” according to a release.Paul Allen, the company’s president, said in the release that Airship AI has a “strong pipeline” for the year.Airship AI is still a relatively tiny company, with a market capitalization of about $135 million. The company went public in December through a merger with a special-purpose acquisition company.A June 2023 presentation on Airship’s investor-relations site says the company generated $14.5 million in revenue during 2022, with a 58% gross margin and “positive” earnings before interest, taxes, depreciation and amortization, or Ebitda.Airship’s letter to shareholders this January highlighted a $10.9 million award from the U.S. Department of Homeland Security. At the time, the company said it had a roughly $11.8 million backlog “that will be delivered and invoiced” across the first and second quarters of 2024.Other relatively small AI plays have also generated investor attention lately. One is SoundHound AI Inc., which now has a market cap worth $1.5 billion and started seeing stock momentum earlier this year after Nvidia Corp. listed a stake on its own 13-F filing with the Securities and Exchange Commission. SoundHound generated roughly $17 million in revenue during its latest quarter while racking up an $18 million net loss.SoundHound’s stock was down 12% in Tuesday’s session, while shares of C3.ai Inc., which is worth $3.8 billion in market cap, were down about 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281213922500616,"gmtCreate":1709680290670,"gmtModify":1709680294365,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Amazing!🤩&nbsp;","listText":"Amazing!🤩&nbsp;","text":"Amazing!🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281213922500616","repostId":"2417580478","repostType":4,"repost":{"id":"2417580478","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":1709677800,"share":"https://ttm.financial/m/news/2417580478?lang=&edition=fundamental","pubTime":"2024-03-06 06:30","market":"us","language":"en","title":"CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2417580478","media":"Reuters","summary":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending","content":"<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</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>CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance</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\">\nCrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance\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\">2024-03-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","CYBR":"Cyber-Ark Software","BK4170":"电脑硬件、储存设备及电脑周边","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","NET":"Cloudflare, Inc.","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4539":"次新股","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4515":"5G概念","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4532":"文艺复兴科技持仓","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4585":"ETF&股票定投概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4097":"系统软件","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","OKTA":"Okta Inc.","LU1548497426.USD":"安联环球人工智能AT Acc"},"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":"2417580478","content_text":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts' expectations of $3.75, according to LSEG data.The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts' estimates of $899.3 million.Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.Crowdstrike's revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281160948818208,"gmtCreate":1709667448252,"gmtModify":1709667452070,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Apple down, Nvidia up. My guess is 7 months.","listText":"Apple down, Nvidia up. My guess is 7 months.","text":"Apple down, Nvidia up. My guess is 7 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281160948818208","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280965352103976,"gmtCreate":1709620197395,"gmtModify":1709620201586,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280965352103976","repostId":"2417122362","repostType":4,"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":{"BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4549":"软银资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4585":"ETF&股票定投概念","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","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4543":"AI","BK4587":"ChatGPT概念","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4527":"明星科技股","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4579":"人工智能","BK4534":"瑞士信贷持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4529":"IDC概念","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4592":"伊斯兰概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SMCI":"超微电脑","BK4532":"文艺复兴科技持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4581":"高盛持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC"},"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":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280315308966072,"gmtCreate":1709446895350,"gmtModify":1709446899142,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"What an uplifting article. So many wonderful people putting their wealth to such good use. 😀","listText":"What an uplifting article. So many wonderful people putting their wealth to such good use. 😀","text":"What an uplifting article. So many wonderful people putting their wealth to such good use. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280315308966072","repostId":"2416885079","repostType":4,"repost":{"id":"2416885079","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":1709430905,"share":"https://ttm.financial/m/news/2416885079?lang=&edition=fundamental","pubTime":"2024-03-03 09:55","market":"sg","language":"en","title":"The Friendship With Warren Buffett That Led to Her $1 Billion Donation","url":"https://stock-news.laohu8.com/highlight/detail?id=2416885079","media":"Dow Jones","summary":"At his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.\"May you live till Berkshire splits,\" toasted Warren Buffett.Ruth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of \"The Star-Spangled Banner.\" Her mother was a homemaker who also worked for the city's welfare department and an adoption agency for Black children. Philanthropy was in Ruth's blood. Before she was born, her parents were among the founders of a scholarship pr","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a17a31ae22030a62f1c28f3d03488b\" alt=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" title=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" tg-width=\"1278\" tg-height=\"1278\"/><span>Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK</span></p><p>At his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.</p><p>&#34;May you live till Berkshire splits,&#34; toasted Warren Buffett.</p><p>By then, Gottesman was not just one of Buffett&#39;s close friends and confidants but a significant shareholder in Berkshire Hathaway. He acquired his shares when an early business venture with Buffett and partner Charlie Munger merged with Berkshire in the 1970s. That turned out to be a billion-dollar development, as Berkshire&#39;s shares delivered a fortune to early investors.</p><p>Buffett never split Berkshire&#39;s original Class A shares and Gottesman lived until he was 96 years old. When he died in 2022, he left stock to Ruth and told her to do with it whatever she thought was right.</p><p>What she did captured the world&#39;s attention. She decided it would be right to donate $1 billion to the Albert Einstein College of Medicine to cover the tuition of every student in perpetuity, ensuring the school&#39;s future doctors will no longer have to pay hundreds of thousands of dollars for their medical education.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cdb46aaf6d0454677c6ad3cfe774549\" alt=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" title=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"467\"/><span>Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES</span></p><p>Her extraordinary gift announced this past week was decades in the making. Ruth Gottesman, 93, joined the Einstein faculty in 1968, not long after her late husband met Buffett. Their friendship led to a business partnership, an epic investment and, now, a tuition-free medical school.</p><p>&#34;I&#39;ve never seen anybody behave better with a billion dollars,&#34; Buffett said when reached by phone this past week.</p><p>The Gottesmans were among the friends and partners of Buffett who watched their early Berkshire investments compound over decades into millions and sometimes billions of dollars. Berkshire&#39;s Class A shares now trade above $600,000 apiece, up from roughly $150 when Gottesman acquired his stock through a merger. The company&#39;s Class B shares were rolled out in 1996 and trade around $400.</p><p>Buffett and Ruth Gottesman remain in touch to this day, and she told him of her plans to make this $1 billion gift, which instantly elevated a low-profile nonagenarian educator into the ranks of the world&#39;s leading philanthropists.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e29fbe5f3bea2fe9e2e3f5d573c3b566\" tg-width=\"962\" tg-height=\"730\"/></p><h2 id=\"id_2715987131\">Philanthropy in the family</h2><p>Ruth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of &#34;The Star-Spangled Banner.&#34; Her mother was a homemaker who also worked for the city&#39;s welfare department and an adoption agency for Black children. Philanthropy was in Ruth&#39;s blood. Before she was born, her parents were among the founders of a scholarship program for Maryland high-school students that still exists today. One of the formative moments of Ruth&#39;s life came when she was around 10 years old and her family took in another 10-year-old girl fleeing Nazi Germany during World War II.</p><p>&#34;She never said goodbye to her parents and she didn&#39;t know whether they would be alive after the war,&#34; Ruth Gottesman once said. &#34;That began a process of seeing others and feeling their pain.&#34;</p><p>When she graduated from Barnard College in 1952, Ruth had a hard time finding a job that suited her. She briefly worked as an assistant editor at a food magazine and gave secretarial school a whirl, but neither stuck. &#34;I flunked shorthand,&#34; she said. She enrolled at Columbia University&#39;s Teachers College, where she received a master&#39;s degree and then a doctorate in educational psychology. In 1968, she joined the Children&#39;s Evaluation and Rehabilitation Center at Einstein, where she developed evaluation and treatment programs for children with learning disabilities and started a program for adult literacy.</p><p>Meanwhile, she met Sandy Gottesman in 1948 and they married in 1950, when he graduated from business school and went to work on Wall Street. Early in his career, he began to hear about a guy in Omaha, Neb., who was similarly obsessed with buying undervalued stocks.</p><p>His name was Warren Buffett.</p><p>They met in 1962 and kept talking for the next 60 years.</p><p>&#34;From then on,&#34; Sandy Gottesman once said, &#34;it was a complete romance.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa35c5034a276c86bca7742db598d25\" alt=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" title=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" tg-width=\"700\" tg-height=\"467\"/><span>Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS</span></p><p>During a visit Gottesman made to Omaha to see Buffett, they began chatting in the afternoon and holed up in Buffett&#39;s office until 3 a.m. When they tried to leave, they discovered that the building&#39;s elevator bank had been gated off from its entrance. They were locked in the building until they found someone to let them out. &#34;It wouldn&#39;t have bothered us if we couldn&#39;t have gotten out,&#34; Buffett says today. When they couldn&#39;t talk in person, they spoke by phone on Sundays. By the time they hung up around midnight, Gottesman felt like he&#39;d chugged a double espresso. &#34;I was so stirred up and so excited I didn&#39;t go to sleep for a couple of hours,&#34; he said.</p><p>(Gottesman rarely spoke with the media, but he made an exception to discuss Buffett. Most of his comments in this article were taken from a 2016 interview with filmmaker Peter Kunhardt, who directed the HBO documentary &#34;Becoming Warren Buffett.&#34;)</p><p>Their personal friendship turned into a professional relationship by 1966, when Buffett was looking for companies to buy and Gottesman called him with an idea: What about buying a department store in Baltimore?</p><p>As it happened, the department store Hochschild Kohn was run by Ruth&#39;s extended family (her mother was a Kohn), and Sandy knew they were ready to sell. Buffett, Munger and Gottesman formed a company called Diversified Retailing and bought it.</p><p>It soon became clear they had made a big mistake.</p><p>&#34;We had a lemon on our hands,&#34; Buffett says.</p><p>Munger once put it another way: &#34;Buying Hochschild Kohn was like the story of a man who buys a yacht: The two happy days are the day he buys it and the day he sells it.&#34;</p><p>It was an especially happy day when Gottesman was able to resell the department store for only a minimal loss. They eventually turned a lemon into lemonade. The three partners merged Diversified, which by then owned a separate chain of women&#39;s clothing stores, into Berkshire at the end of 1978, handing Diversified stockholders a golden ticket: shares of Berkshire.</p><p>Over the years, Buffett acquired businesses from See&#39;s Candies to insurer Geico and placed successful bets on stocks like Apple, Coca-Cola and American Express, propelling Berkshire&#39;s growth into one of the most valuable U.S. companies.</p><p>Since the Diversified merger, Berkshire&#39;s stock has soared more than 400,000%, compared with the S&amp;P 500&#39;s total return of roughly 18,000%.</p><h2 id=\"id_3037843163\">&#39;Very, very, very bright&#39;</h2><p>Gottesman and Buffett&#39;s friendship lasted much longer than their ownership of the department store. &#34;We never had an argument or even a disagreement of any kind, and we were in a lousy business together to start,&#34; Buffett says. The one area where they couldn&#39;t agree was how they met. Gottesman always said that a mutual friend introduced them for lunch. Buffett insists they were supposed to play golf, which he remembers because his back gave out when he reached for his wallet to pay for gas on his way to the course. He thought about canceling, but he kept driving to meet Gottesman.</p><p>&#34;Not only did I become a good friend of Sandy&#39;s, but our wives became very good friends, and the families became friends with each other,&#34; Buffett says.</p><p>Buffett&#39;s first wife, Susie, was a singer. Ruth accompanied her on piano. When the Buffetts traveled to New York after the Berkshire annual meeting, they would end their trip with a visit to the Gottesmans, who called the part of their Rye, N.Y., house where their guests from Nebraska stayed &#34;the Buffett wing.&#34;</p><p>During one of those afternoons at the Gottesman home, Ruth shyly mentioned that she had just received her doctorate. Buffett knew she was &#34;very, very, very bright,&#34; he says, but he was impressed by her modesty. He told her that if he had gotten a doctorate, he would have bought a full-page ad in the newspaper. &#34;Ruth never wants to draw attention to herself,&#34; he said. &#34;She just isn&#39;t that sort of person.&#34;</p><p>Sandy Gottesman was the same way. He was elected to Berkshire&#39;s board in 2003 and remained a director until his death in 2022. But he spent most of his life allergic to publicity, almost never speaking with the press or explaining the decisions of First <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>, the investment company he founded in 1964 that manages more than $20 billion today. He said there was a reason he chose to remain under the radar. &#34;The only time a whale gets harpooned is when he surfaces,&#34; he said in an interview for his New York Times obituary.</p><h2 id=\"id_228430591\">&#39;The results have been spectacular&#39;</h2><p>Ruth Gottesman kept busy after she retired as a professor emerita in 2001, joining Einstein&#39;s board of trustees, serving as chair from 2007 to 2014 and returning to that leadership role in 2020.</p><p>She took some time after Sandy&#39;s death before she came up with an idea for how to use the Berkshire stock he left to her: to make Einstein tuition-free.</p><p>Einstein charges more than $60,000 a year in tuition, but living expenses bring the annual price of attending the four-year medical school in New York closer to $100,000. By making it more affordable, she&#39;s hoping to make it more accessible.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10479fed7743ff657a05c63901b9d23\" alt=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" title=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" tg-width=\"1260\" tg-height=\"840\"/><span>The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES</span></p><p>The Gottesmans were already major donors whose name can be found on institutions from the American Museum of Natural History to the Israel Aquarium. Ruth and Sandy also gave $25 million in 2008 to Einstein and had a research institute and teaching center named after them there.</p><p>But for one of the largest philanthropic contributions in the history of U.S. higher education, Gottesman wished to remain anonymous before she was persuaded to attach her name to the billion-dollar gift. When she agreed to be recognized, she made an unusual request: She asked that Einstein not be renamed in her honor. Since then, Gottesman has shied away from the spotlight, turning down media requests after granting an interview to the New York Times to explain her donation. </p><p style=\"text-align: start;\">She declined to comment for this article. </p><p style=\"text-align: start;\">Her lone appearance was in a packed auditorium on Monday morning at Einstein, where students assembled with no idea why they had been called to a mandatory meeting. The future doctors screamed, jumped out of their seats and cried when Gottesman made her announcement. </p><p style=\"text-align: start;\">Buffett wrote in a 2023 letter to shareholders of the pleasure that he and Munger, who died in November, took from watching “the vast flow of Berkshire-generated funds” to satisfying public needs, rather than “look-at-me assets and dynasty building.” Buffett pledged in 2006 to donate all of his Berkshire shares to philanthropy and said in 2021 that he was halfway there. His remaining shares, according to a November filing, are now worth around $130 billion.</p><p style=\"text-align: start;\">In his letter, Buffett highlighted the Berkshire investors who eventually give much of their money to philanthropic organizations which then work to “improve the lives of a great many people who are unrelated to the original benefactor.” </p><p style=\"text-align: start;\">“Sometimes,” he wrote, “the results have been spectacular.” </p><p style=\"text-align: start;\">Ruth Gottesman’s gift was one of those times. </p><p style=\"text-align: start;\">“She could change all these people’s lives by giving up something that wasn’t actually important to her and would be hugely important to thousands of people over time,” Buffett said this past week. </p><p style=\"text-align: start;\">Ruth has said that she thinks and hopes Sandy would be pleased by her decision. He once said that the Berkshire investment allowed the Gottesmans to make charitable gifts “that have brought joy to the whole family,” for which he owed Buffett more than a toast. </p><p style=\"text-align: start;\">“He’s had an enormous influence on my life,” he said, “and my wife’s life.”</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>The Friendship With Warren Buffett That Led to Her $1 Billion Donation</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\">\nThe Friendship With Warren Buffett That Led to Her $1 Billion Donation\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\">2024-03-03 09:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a17a31ae22030a62f1c28f3d03488b\" alt=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" title=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" tg-width=\"1278\" tg-height=\"1278\"/><span>Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK</span></p><p>At his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.</p><p>&#34;May you live till Berkshire splits,&#34; toasted Warren Buffett.</p><p>By then, Gottesman was not just one of Buffett&#39;s close friends and confidants but a significant shareholder in Berkshire Hathaway. He acquired his shares when an early business venture with Buffett and partner Charlie Munger merged with Berkshire in the 1970s. That turned out to be a billion-dollar development, as Berkshire&#39;s shares delivered a fortune to early investors.</p><p>Buffett never split Berkshire&#39;s original Class A shares and Gottesman lived until he was 96 years old. When he died in 2022, he left stock to Ruth and told her to do with it whatever she thought was right.</p><p>What she did captured the world&#39;s attention. She decided it would be right to donate $1 billion to the Albert Einstein College of Medicine to cover the tuition of every student in perpetuity, ensuring the school&#39;s future doctors will no longer have to pay hundreds of thousands of dollars for their medical education.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cdb46aaf6d0454677c6ad3cfe774549\" alt=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" title=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"467\"/><span>Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES</span></p><p>Her extraordinary gift announced this past week was decades in the making. Ruth Gottesman, 93, joined the Einstein faculty in 1968, not long after her late husband met Buffett. Their friendship led to a business partnership, an epic investment and, now, a tuition-free medical school.</p><p>&#34;I&#39;ve never seen anybody behave better with a billion dollars,&#34; Buffett said when reached by phone this past week.</p><p>The Gottesmans were among the friends and partners of Buffett who watched their early Berkshire investments compound over decades into millions and sometimes billions of dollars. Berkshire&#39;s Class A shares now trade above $600,000 apiece, up from roughly $150 when Gottesman acquired his stock through a merger. The company&#39;s Class B shares were rolled out in 1996 and trade around $400.</p><p>Buffett and Ruth Gottesman remain in touch to this day, and she told him of her plans to make this $1 billion gift, which instantly elevated a low-profile nonagenarian educator into the ranks of the world&#39;s leading philanthropists.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e29fbe5f3bea2fe9e2e3f5d573c3b566\" tg-width=\"962\" tg-height=\"730\"/></p><h2 id=\"id_2715987131\">Philanthropy in the family</h2><p>Ruth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of &#34;The Star-Spangled Banner.&#34; Her mother was a homemaker who also worked for the city&#39;s welfare department and an adoption agency for Black children. Philanthropy was in Ruth&#39;s blood. Before she was born, her parents were among the founders of a scholarship program for Maryland high-school students that still exists today. One of the formative moments of Ruth&#39;s life came when she was around 10 years old and her family took in another 10-year-old girl fleeing Nazi Germany during World War II.</p><p>&#34;She never said goodbye to her parents and she didn&#39;t know whether they would be alive after the war,&#34; Ruth Gottesman once said. &#34;That began a process of seeing others and feeling their pain.&#34;</p><p>When she graduated from Barnard College in 1952, Ruth had a hard time finding a job that suited her. She briefly worked as an assistant editor at a food magazine and gave secretarial school a whirl, but neither stuck. &#34;I flunked shorthand,&#34; she said. She enrolled at Columbia University&#39;s Teachers College, where she received a master&#39;s degree and then a doctorate in educational psychology. In 1968, she joined the Children&#39;s Evaluation and Rehabilitation Center at Einstein, where she developed evaluation and treatment programs for children with learning disabilities and started a program for adult literacy.</p><p>Meanwhile, she met Sandy Gottesman in 1948 and they married in 1950, when he graduated from business school and went to work on Wall Street. Early in his career, he began to hear about a guy in Omaha, Neb., who was similarly obsessed with buying undervalued stocks.</p><p>His name was Warren Buffett.</p><p>They met in 1962 and kept talking for the next 60 years.</p><p>&#34;From then on,&#34; Sandy Gottesman once said, &#34;it was a complete romance.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa35c5034a276c86bca7742db598d25\" alt=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" title=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" tg-width=\"700\" tg-height=\"467\"/><span>Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS</span></p><p>During a visit Gottesman made to Omaha to see Buffett, they began chatting in the afternoon and holed up in Buffett&#39;s office until 3 a.m. When they tried to leave, they discovered that the building&#39;s elevator bank had been gated off from its entrance. They were locked in the building until they found someone to let them out. &#34;It wouldn&#39;t have bothered us if we couldn&#39;t have gotten out,&#34; Buffett says today. When they couldn&#39;t talk in person, they spoke by phone on Sundays. By the time they hung up around midnight, Gottesman felt like he&#39;d chugged a double espresso. &#34;I was so stirred up and so excited I didn&#39;t go to sleep for a couple of hours,&#34; he said.</p><p>(Gottesman rarely spoke with the media, but he made an exception to discuss Buffett. Most of his comments in this article were taken from a 2016 interview with filmmaker Peter Kunhardt, who directed the HBO documentary &#34;Becoming Warren Buffett.&#34;)</p><p>Their personal friendship turned into a professional relationship by 1966, when Buffett was looking for companies to buy and Gottesman called him with an idea: What about buying a department store in Baltimore?</p><p>As it happened, the department store Hochschild Kohn was run by Ruth&#39;s extended family (her mother was a Kohn), and Sandy knew they were ready to sell. Buffett, Munger and Gottesman formed a company called Diversified Retailing and bought it.</p><p>It soon became clear they had made a big mistake.</p><p>&#34;We had a lemon on our hands,&#34; Buffett says.</p><p>Munger once put it another way: &#34;Buying Hochschild Kohn was like the story of a man who buys a yacht: The two happy days are the day he buys it and the day he sells it.&#34;</p><p>It was an especially happy day when Gottesman was able to resell the department store for only a minimal loss. They eventually turned a lemon into lemonade. The three partners merged Diversified, which by then owned a separate chain of women&#39;s clothing stores, into Berkshire at the end of 1978, handing Diversified stockholders a golden ticket: shares of Berkshire.</p><p>Over the years, Buffett acquired businesses from See&#39;s Candies to insurer Geico and placed successful bets on stocks like Apple, Coca-Cola and American Express, propelling Berkshire&#39;s growth into one of the most valuable U.S. companies.</p><p>Since the Diversified merger, Berkshire&#39;s stock has soared more than 400,000%, compared with the S&amp;P 500&#39;s total return of roughly 18,000%.</p><h2 id=\"id_3037843163\">&#39;Very, very, very bright&#39;</h2><p>Gottesman and Buffett&#39;s friendship lasted much longer than their ownership of the department store. &#34;We never had an argument or even a disagreement of any kind, and we were in a lousy business together to start,&#34; Buffett says. The one area where they couldn&#39;t agree was how they met. Gottesman always said that a mutual friend introduced them for lunch. Buffett insists they were supposed to play golf, which he remembers because his back gave out when he reached for his wallet to pay for gas on his way to the course. He thought about canceling, but he kept driving to meet Gottesman.</p><p>&#34;Not only did I become a good friend of Sandy&#39;s, but our wives became very good friends, and the families became friends with each other,&#34; Buffett says.</p><p>Buffett&#39;s first wife, Susie, was a singer. Ruth accompanied her on piano. When the Buffetts traveled to New York after the Berkshire annual meeting, they would end their trip with a visit to the Gottesmans, who called the part of their Rye, N.Y., house where their guests from Nebraska stayed &#34;the Buffett wing.&#34;</p><p>During one of those afternoons at the Gottesman home, Ruth shyly mentioned that she had just received her doctorate. Buffett knew she was &#34;very, very, very bright,&#34; he says, but he was impressed by her modesty. He told her that if he had gotten a doctorate, he would have bought a full-page ad in the newspaper. &#34;Ruth never wants to draw attention to herself,&#34; he said. &#34;She just isn&#39;t that sort of person.&#34;</p><p>Sandy Gottesman was the same way. He was elected to Berkshire&#39;s board in 2003 and remained a director until his death in 2022. But he spent most of his life allergic to publicity, almost never speaking with the press or explaining the decisions of First <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>, the investment company he founded in 1964 that manages more than $20 billion today. He said there was a reason he chose to remain under the radar. &#34;The only time a whale gets harpooned is when he surfaces,&#34; he said in an interview for his New York Times obituary.</p><h2 id=\"id_228430591\">&#39;The results have been spectacular&#39;</h2><p>Ruth Gottesman kept busy after she retired as a professor emerita in 2001, joining Einstein&#39;s board of trustees, serving as chair from 2007 to 2014 and returning to that leadership role in 2020.</p><p>She took some time after Sandy&#39;s death before she came up with an idea for how to use the Berkshire stock he left to her: to make Einstein tuition-free.</p><p>Einstein charges more than $60,000 a year in tuition, but living expenses bring the annual price of attending the four-year medical school in New York closer to $100,000. By making it more affordable, she&#39;s hoping to make it more accessible.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10479fed7743ff657a05c63901b9d23\" alt=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" title=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" tg-width=\"1260\" tg-height=\"840\"/><span>The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES</span></p><p>The Gottesmans were already major donors whose name can be found on institutions from the American Museum of Natural History to the Israel Aquarium. Ruth and Sandy also gave $25 million in 2008 to Einstein and had a research institute and teaching center named after them there.</p><p>But for one of the largest philanthropic contributions in the history of U.S. higher education, Gottesman wished to remain anonymous before she was persuaded to attach her name to the billion-dollar gift. When she agreed to be recognized, she made an unusual request: She asked that Einstein not be renamed in her honor. Since then, Gottesman has shied away from the spotlight, turning down media requests after granting an interview to the New York Times to explain her donation. </p><p style=\"text-align: start;\">She declined to comment for this article. </p><p style=\"text-align: start;\">Her lone appearance was in a packed auditorium on Monday morning at Einstein, where students assembled with no idea why they had been called to a mandatory meeting. The future doctors screamed, jumped out of their seats and cried when Gottesman made her announcement. </p><p style=\"text-align: start;\">Buffett wrote in a 2023 letter to shareholders of the pleasure that he and Munger, who died in November, took from watching “the vast flow of Berkshire-generated funds” to satisfying public needs, rather than “look-at-me assets and dynasty building.” Buffett pledged in 2006 to donate all of his Berkshire shares to philanthropy and said in 2021 that he was halfway there. His remaining shares, according to a November filing, are now worth around $130 billion.</p><p style=\"text-align: start;\">In his letter, Buffett highlighted the Berkshire investors who eventually give much of their money to philanthropic organizations which then work to “improve the lives of a great many people who are unrelated to the original benefactor.” </p><p style=\"text-align: start;\">“Sometimes,” he wrote, “the results have been spectacular.” </p><p style=\"text-align: start;\">Ruth Gottesman’s gift was one of those times. </p><p style=\"text-align: start;\">“She could change all these people’s lives by giving up something that wasn’t actually important to her and would be hugely important to thousands of people over time,” Buffett said this past week. </p><p style=\"text-align: start;\">Ruth has said that she thinks and hopes Sandy would be pleased by her decision. He once said that the Berkshire investment allowed the Gottesmans to make charitable gifts “that have brought joy to the whole family,” for which he owed Buffett more than a toast. </p><p style=\"text-align: start;\">“He’s had an enormous influence on my life,” he said, “and my wife’s life.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4581":"高盛持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4176":"多领域控股","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BRK.B":"伯克希尔B","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BRK.A":"伯克希尔","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416885079","content_text":"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCKAt his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.\"May you live till Berkshire splits,\" toasted Warren Buffett.By then, Gottesman was not just one of Buffett's close friends and confidants but a significant shareholder in Berkshire Hathaway. He acquired his shares when an early business venture with Buffett and partner Charlie Munger merged with Berkshire in the 1970s. That turned out to be a billion-dollar development, as Berkshire's shares delivered a fortune to early investors.Buffett never split Berkshire's original Class A shares and Gottesman lived until he was 96 years old. When he died in 2022, he left stock to Ruth and told her to do with it whatever she thought was right.What she did captured the world's attention. She decided it would be right to donate $1 billion to the Albert Einstein College of Medicine to cover the tuition of every student in perpetuity, ensuring the school's future doctors will no longer have to pay hundreds of thousands of dollars for their medical education.Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGESHer extraordinary gift announced this past week was decades in the making. Ruth Gottesman, 93, joined the Einstein faculty in 1968, not long after her late husband met Buffett. Their friendship led to a business partnership, an epic investment and, now, a tuition-free medical school.\"I've never seen anybody behave better with a billion dollars,\" Buffett said when reached by phone this past week.The Gottesmans were among the friends and partners of Buffett who watched their early Berkshire investments compound over decades into millions and sometimes billions of dollars. Berkshire's Class A shares now trade above $600,000 apiece, up from roughly $150 when Gottesman acquired his stock through a merger. The company's Class B shares were rolled out in 1996 and trade around $400.Buffett and Ruth Gottesman remain in touch to this day, and she told him of her plans to make this $1 billion gift, which instantly elevated a low-profile nonagenarian educator into the ranks of the world's leading philanthropists.Philanthropy in the familyRuth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of \"The Star-Spangled Banner.\" Her mother was a homemaker who also worked for the city's welfare department and an adoption agency for Black children. Philanthropy was in Ruth's blood. Before she was born, her parents were among the founders of a scholarship program for Maryland high-school students that still exists today. One of the formative moments of Ruth's life came when she was around 10 years old and her family took in another 10-year-old girl fleeing Nazi Germany during World War II.\"She never said goodbye to her parents and she didn't know whether they would be alive after the war,\" Ruth Gottesman once said. \"That began a process of seeing others and feeling their pain.\"When she graduated from Barnard College in 1952, Ruth had a hard time finding a job that suited her. She briefly worked as an assistant editor at a food magazine and gave secretarial school a whirl, but neither stuck. \"I flunked shorthand,\" she said. She enrolled at Columbia University's Teachers College, where she received a master's degree and then a doctorate in educational psychology. In 1968, she joined the Children's Evaluation and Rehabilitation Center at Einstein, where she developed evaluation and treatment programs for children with learning disabilities and started a program for adult literacy.Meanwhile, she met Sandy Gottesman in 1948 and they married in 1950, when he graduated from business school and went to work on Wall Street. Early in his career, he began to hear about a guy in Omaha, Neb., who was similarly obsessed with buying undervalued stocks.His name was Warren Buffett.They met in 1962 and kept talking for the next 60 years.\"From then on,\" Sandy Gottesman once said, \"it was a complete romance.\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESSDuring a visit Gottesman made to Omaha to see Buffett, they began chatting in the afternoon and holed up in Buffett's office until 3 a.m. When they tried to leave, they discovered that the building's elevator bank had been gated off from its entrance. They were locked in the building until they found someone to let them out. \"It wouldn't have bothered us if we couldn't have gotten out,\" Buffett says today. When they couldn't talk in person, they spoke by phone on Sundays. By the time they hung up around midnight, Gottesman felt like he'd chugged a double espresso. \"I was so stirred up and so excited I didn't go to sleep for a couple of hours,\" he said.(Gottesman rarely spoke with the media, but he made an exception to discuss Buffett. Most of his comments in this article were taken from a 2016 interview with filmmaker Peter Kunhardt, who directed the HBO documentary \"Becoming Warren Buffett.\")Their personal friendship turned into a professional relationship by 1966, when Buffett was looking for companies to buy and Gottesman called him with an idea: What about buying a department store in Baltimore?As it happened, the department store Hochschild Kohn was run by Ruth's extended family (her mother was a Kohn), and Sandy knew they were ready to sell. Buffett, Munger and Gottesman formed a company called Diversified Retailing and bought it.It soon became clear they had made a big mistake.\"We had a lemon on our hands,\" Buffett says.Munger once put it another way: \"Buying Hochschild Kohn was like the story of a man who buys a yacht: The two happy days are the day he buys it and the day he sells it.\"It was an especially happy day when Gottesman was able to resell the department store for only a minimal loss. They eventually turned a lemon into lemonade. The three partners merged Diversified, which by then owned a separate chain of women's clothing stores, into Berkshire at the end of 1978, handing Diversified stockholders a golden ticket: shares of Berkshire.Over the years, Buffett acquired businesses from See's Candies to insurer Geico and placed successful bets on stocks like Apple, Coca-Cola and American Express, propelling Berkshire's growth into one of the most valuable U.S. companies.Since the Diversified merger, Berkshire's stock has soared more than 400,000%, compared with the S&P 500's total return of roughly 18,000%.'Very, very, very bright'Gottesman and Buffett's friendship lasted much longer than their ownership of the department store. \"We never had an argument or even a disagreement of any kind, and we were in a lousy business together to start,\" Buffett says. The one area where they couldn't agree was how they met. Gottesman always said that a mutual friend introduced them for lunch. Buffett insists they were supposed to play golf, which he remembers because his back gave out when he reached for his wallet to pay for gas on his way to the course. He thought about canceling, but he kept driving to meet Gottesman.\"Not only did I become a good friend of Sandy's, but our wives became very good friends, and the families became friends with each other,\" Buffett says.Buffett's first wife, Susie, was a singer. Ruth accompanied her on piano. When the Buffetts traveled to New York after the Berkshire annual meeting, they would end their trip with a visit to the Gottesmans, who called the part of their Rye, N.Y., house where their guests from Nebraska stayed \"the Buffett wing.\"During one of those afternoons at the Gottesman home, Ruth shyly mentioned that she had just received her doctorate. Buffett knew she was \"very, very, very bright,\" he says, but he was impressed by her modesty. He told her that if he had gotten a doctorate, he would have bought a full-page ad in the newspaper. \"Ruth never wants to draw attention to herself,\" he said. \"She just isn't that sort of person.\"Sandy Gottesman was the same way. He was elected to Berkshire's board in 2003 and remained a director until his death in 2022. But he spent most of his life allergic to publicity, almost never speaking with the press or explaining the decisions of First Manhattan, the investment company he founded in 1964 that manages more than $20 billion today. He said there was a reason he chose to remain under the radar. \"The only time a whale gets harpooned is when he surfaces,\" he said in an interview for his New York Times obituary.'The results have been spectacular'Ruth Gottesman kept busy after she retired as a professor emerita in 2001, joining Einstein's board of trustees, serving as chair from 2007 to 2014 and returning to that leadership role in 2020.She took some time after Sandy's death before she came up with an idea for how to use the Berkshire stock he left to her: to make Einstein tuition-free.Einstein charges more than $60,000 a year in tuition, but living expenses bring the annual price of attending the four-year medical school in New York closer to $100,000. By making it more affordable, she's hoping to make it more accessible.The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGESThe Gottesmans were already major donors whose name can be found on institutions from the American Museum of Natural History to the Israel Aquarium. Ruth and Sandy also gave $25 million in 2008 to Einstein and had a research institute and teaching center named after them there.But for one of the largest philanthropic contributions in the history of U.S. higher education, Gottesman wished to remain anonymous before she was persuaded to attach her name to the billion-dollar gift. When she agreed to be recognized, she made an unusual request: She asked that Einstein not be renamed in her honor. Since then, Gottesman has shied away from the spotlight, turning down media requests after granting an interview to the New York Times to explain her donation. She declined to comment for this article. Her lone appearance was in a packed auditorium on Monday morning at Einstein, where students assembled with no idea why they had been called to a mandatory meeting. The future doctors screamed, jumped out of their seats and cried when Gottesman made her announcement. Buffett wrote in a 2023 letter to shareholders of the pleasure that he and Munger, who died in November, took from watching “the vast flow of Berkshire-generated funds” to satisfying public needs, rather than “look-at-me assets and dynasty building.” Buffett pledged in 2006 to donate all of his Berkshire shares to philanthropy and said in 2021 that he was halfway there. His remaining shares, according to a November filing, are now worth around $130 billion.In his letter, Buffett highlighted the Berkshire investors who eventually give much of their money to philanthropic organizations which then work to “improve the lives of a great many people who are unrelated to the original benefactor.” “Sometimes,” he wrote, “the results have been spectacular.” Ruth Gottesman’s gift was one of those times. “She could change all these people’s lives by giving up something that wasn’t actually important to her and would be hugely important to thousands of people over time,” Buffett said this past week. Ruth has said that she thinks and hopes Sandy would be pleased by her decision. He once said that the Berkshire investment allowed the Gottesmans to make charitable gifts “that have brought joy to the whole family,” for which he owed Buffett more than a toast. “He’s had an enormous influence on my life,” he said, “and my wife’s life.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279418260848848,"gmtCreate":1709238810975,"gmtModify":1709238815479,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Definitely green!","listText":"Definitely green!","text":"Definitely green!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279418260848848","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277398516576440,"gmtCreate":1708750359021,"gmtModify":1708750363097,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Amazing! Very interesting to read.&nbsp;","listText":"Amazing! Very interesting to read.&nbsp;","text":"Amazing! Very interesting to read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277398516576440","repostId":"1110261111","repostType":4,"repost":{"id":"1110261111","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708736400,"share":"https://ttm.financial/m/news/1110261111?lang=&edition=fundamental","pubTime":"2024-02-24 09:00","market":"us","language":"en","title":"Nvidia Is Now King of the Magnificent 7. Why It’s Not Even Close","url":"https://stock-news.laohu8.com/highlight/detail?id=1110261111","media":"Dow Jones","summary":"There’s Nvidia —and then there’s everybody else. Once again, the chip maker has proven that it stands alone as the king of the artificial intelligence boom.Nvidia’s revenue was up 265% in its latest q","content":"<html><head></head><body><p>There’s Nvidia —and then there’s everybody else. Once again, the chip maker has proven that it stands alone as the king of the artificial intelligence boom.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9af33d384920648443fc3f3855e3a6ec\" alt=\"Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.\" title=\"Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.\" tg-width=\"923\" tg-height=\"611\"/><span>Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.</span></p><p style=\"text-align: start;\">Let’s look at the numbers. Nvidia was the last member of the Magnificent Seven to report this earnings season. The disparity between its results and its rivals almost reads like a typo.</p><p>The other six technology giants posted revenue growth, averaging in the midteens versus the prior year, ranging from 2% for Apple on the low end to Meta Platforms at 25% at the high end. Meanwhile, Nvidia’s major chip rivals, Advanced Micro Devices and Intel, both grew revenue by 10%.</p><p>Nvidia’s fiscal fourth quarter, reported Wednesday, is simply in a different league from the rest. Revenue for its latest quarter, which ended in January, grew by 265% year-over-year to $22.1 billion. Its data-center business, primarily driven by AI chip demand, was even more impressive, up 409% from last year, to $18.4 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00d3690d18b0351589e624cfd8da3109\" tg-width=\"504\" tg-height=\"646\"/></p><p>The guidance was also strong. For the current quarter, Nvidia provided a revenue forecast range with $24 billion at the midpoint. That’s way above the Wall Street consensus of $22.2 billion, and suggests another 234% of revenue growth in the current quarter.</p><p style=\"text-align: start;\">There’s no precedent for this kind of growth at a tech company as large as Nvidia. For bullish investors—and executives—it speaks to the power of AI. “Accelerated computing and generative AI have hit the tipping point,” Nvidia CEO Jensen Huang said during the company’s earnings release. “Demand is surging worldwide across companies, industries, and nations.”</p><p style=\"text-align: start;\">Nvidia said the rise in its data-center results reflected growing shipments of its Hopper GPUs used for running large language AI models and generative AI applications. Large cloud-computing providers—like Amazon AWS, Microsoft Azure, and Google Cloud—accounted for more than half of the data-center revenue for the quarter.</p><p style=\"text-align: start;\">Taking a step back, the company’s performance and strong outlook highlight Nvidia’s unassailable advantages: its prowess in managing its manufacturing supply chain and its ability to innovate quicker than its rivals.</p><p style=\"text-align: start;\">Quintupling data-center revenue is an incredible feat given that Nvidia is selling physical hardware. Unlike software, which essentially scales at no cost, Nvidia is producing and shipping complex products—the company’s high-end AI systems consist of 35,000 parts.</p><p style=\"text-align: start;\">In an interview after earnings, Nvidia Chief Financial Officer Colette Kress told me that the company’s growth was only possible thanks to the company’s three-decades-long relationships with key suppliers. “It’s a very complex process, and it takes both knowing your partners and understanding how they work,” the executive said, adding that Nvidia staff are on the phone with Taiwan Semiconductor Manufacturing, the company’s manufacturing partner, on a near-daily basis.</p><p style=\"text-align: start;\">Beyond the supply chain, Nvidia has also started to release chips at a faster pace. In October, management updated its investor presentation, showing that the company has moved from a two-year product cycle to a one-year cadence for its AI data-center product portfolio.</p><p style=\"text-align: start;\">I asked Kress about the new accelerated product launch cycle, and she confirmed that the one-year cadence remains the plan. “That’s the process we are on now,” she said. “We’ll talk quite a bit about that at GTC,” Nvidia’s developer conference that will be held in late March.</p><p style=\"text-align: start;\">At some point the growth has to slow or end—at least that is Wall Street’s fear. But there’s growing confidence that the chip maker may see a new wave of growth next year too. The company doesn’t officially forecast beyond one quarter, but on Wednesday’s earnings call Huang suggested that he expects Nvidia will grow its revenue in 2025.</p><p style=\"text-align: start;\">There are a couple of things Nvidia management mentioned that I believe can make that forecast a reality: demand for next-generation products and the growing market for large-language-model inference—the process of generating answers from those AI models.</p><p style=\"text-align: start;\">On the earnings call, Kress said that while supply for current AI GPUs is improving, and demand is strong, Nvidia also expects “our next-generation products to be supply constrained as demand far exceeds supply.” Kress told me that “interest is high” from customers for those upcoming products. She didn’t give a specific timeline for their release.</p><p>Nvidia has suggested in investor presentations that its next-generation AI GPU, the B100, will be released in the coming quarters. Analysts expect Nvidia to increase the price of the B100 over the current H100 model. The “upcoming Blackwell architecture will drive another step up in performance, while ASPs [pricing] will increase as well,” Baird analyst Tristan Gerra wrote on Tuesday.</p><p style=\"text-align: start;\">This past week’s earnings should put to rest one worry among Nvidia investors that the company’s current dominance in AI training won’t extend to the growing market around AI inference. But Nvidia revealed on Wednesday that inference already accounted for an estimated 40% of the company’s data-center revenue over the past year.</p><p style=\"text-align: start;\">The number is “indicative of the strong competitive position the company maintains for LLM [large-language model] inference,” TD Cowen analyst Matthew Ramsay wrote on Wednesday. Inference “requires full-stack acceleration,” he added, noting Nvidia’s ability to incorporate chips, networking, and software to optimize customer performance.</p><p style=\"text-align: start;\">Kress said that Nvidia’s products are compelling for customers because the company’s GPUs can be used for both training and inference, offering flexibility plus a higher level of performance and power efficiency that rivals can’t match.</p><p style=\"text-align: start;\">With investor worries about a lull in growth and market-share losses now reduced, Nvidia shares hit a record highs on Thursday and Friday, surging 8.5% on the week to $788.</p><p style=\"text-align: start;\">The advance gave the chip maker a $1.97 trillion market cap, pushing it past Amazon.com and Alphabet, to become the third most valuable U.S.-listed company. Just Apple and Microsoft are larger.</p><p style=\"text-align: start;\">If Nvidia posts a few more record-breaking quarters, it won’t be long before it’s king of the entire stock market—not just AI.</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 Is Now King of the Magnificent 7. Why It’s Not Even Close</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 Is Now King of the Magnificent 7. Why It’s Not Even Close\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-24 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>There’s Nvidia —and then there’s everybody else. Once again, the chip maker has proven that it stands alone as the king of the artificial intelligence boom.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9af33d384920648443fc3f3855e3a6ec\" alt=\"Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.\" title=\"Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.\" tg-width=\"923\" tg-height=\"611\"/><span>Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.</span></p><p style=\"text-align: start;\">Let’s look at the numbers. Nvidia was the last member of the Magnificent Seven to report this earnings season. The disparity between its results and its rivals almost reads like a typo.</p><p>The other six technology giants posted revenue growth, averaging in the midteens versus the prior year, ranging from 2% for Apple on the low end to Meta Platforms at 25% at the high end. Meanwhile, Nvidia’s major chip rivals, Advanced Micro Devices and Intel, both grew revenue by 10%.</p><p>Nvidia’s fiscal fourth quarter, reported Wednesday, is simply in a different league from the rest. Revenue for its latest quarter, which ended in January, grew by 265% year-over-year to $22.1 billion. Its data-center business, primarily driven by AI chip demand, was even more impressive, up 409% from last year, to $18.4 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00d3690d18b0351589e624cfd8da3109\" tg-width=\"504\" tg-height=\"646\"/></p><p>The guidance was also strong. For the current quarter, Nvidia provided a revenue forecast range with $24 billion at the midpoint. That’s way above the Wall Street consensus of $22.2 billion, and suggests another 234% of revenue growth in the current quarter.</p><p style=\"text-align: start;\">There’s no precedent for this kind of growth at a tech company as large as Nvidia. For bullish investors—and executives—it speaks to the power of AI. “Accelerated computing and generative AI have hit the tipping point,” Nvidia CEO Jensen Huang said during the company’s earnings release. “Demand is surging worldwide across companies, industries, and nations.”</p><p style=\"text-align: start;\">Nvidia said the rise in its data-center results reflected growing shipments of its Hopper GPUs used for running large language AI models and generative AI applications. Large cloud-computing providers—like Amazon AWS, Microsoft Azure, and Google Cloud—accounted for more than half of the data-center revenue for the quarter.</p><p style=\"text-align: start;\">Taking a step back, the company’s performance and strong outlook highlight Nvidia’s unassailable advantages: its prowess in managing its manufacturing supply chain and its ability to innovate quicker than its rivals.</p><p style=\"text-align: start;\">Quintupling data-center revenue is an incredible feat given that Nvidia is selling physical hardware. Unlike software, which essentially scales at no cost, Nvidia is producing and shipping complex products—the company’s high-end AI systems consist of 35,000 parts.</p><p style=\"text-align: start;\">In an interview after earnings, Nvidia Chief Financial Officer Colette Kress told me that the company’s growth was only possible thanks to the company’s three-decades-long relationships with key suppliers. “It’s a very complex process, and it takes both knowing your partners and understanding how they work,” the executive said, adding that Nvidia staff are on the phone with Taiwan Semiconductor Manufacturing, the company’s manufacturing partner, on a near-daily basis.</p><p style=\"text-align: start;\">Beyond the supply chain, Nvidia has also started to release chips at a faster pace. In October, management updated its investor presentation, showing that the company has moved from a two-year product cycle to a one-year cadence for its AI data-center product portfolio.</p><p style=\"text-align: start;\">I asked Kress about the new accelerated product launch cycle, and she confirmed that the one-year cadence remains the plan. “That’s the process we are on now,” she said. “We’ll talk quite a bit about that at GTC,” Nvidia’s developer conference that will be held in late March.</p><p style=\"text-align: start;\">At some point the growth has to slow or end—at least that is Wall Street’s fear. But there’s growing confidence that the chip maker may see a new wave of growth next year too. The company doesn’t officially forecast beyond one quarter, but on Wednesday’s earnings call Huang suggested that he expects Nvidia will grow its revenue in 2025.</p><p style=\"text-align: start;\">There are a couple of things Nvidia management mentioned that I believe can make that forecast a reality: demand for next-generation products and the growing market for large-language-model inference—the process of generating answers from those AI models.</p><p style=\"text-align: start;\">On the earnings call, Kress said that while supply for current AI GPUs is improving, and demand is strong, Nvidia also expects “our next-generation products to be supply constrained as demand far exceeds supply.” Kress told me that “interest is high” from customers for those upcoming products. She didn’t give a specific timeline for their release.</p><p>Nvidia has suggested in investor presentations that its next-generation AI GPU, the B100, will be released in the coming quarters. Analysts expect Nvidia to increase the price of the B100 over the current H100 model. The “upcoming Blackwell architecture will drive another step up in performance, while ASPs [pricing] will increase as well,” Baird analyst Tristan Gerra wrote on Tuesday.</p><p style=\"text-align: start;\">This past week’s earnings should put to rest one worry among Nvidia investors that the company’s current dominance in AI training won’t extend to the growing market around AI inference. But Nvidia revealed on Wednesday that inference already accounted for an estimated 40% of the company’s data-center revenue over the past year.</p><p style=\"text-align: start;\">The number is “indicative of the strong competitive position the company maintains for LLM [large-language model] inference,” TD Cowen analyst Matthew Ramsay wrote on Wednesday. Inference “requires full-stack acceleration,” he added, noting Nvidia’s ability to incorporate chips, networking, and software to optimize customer performance.</p><p style=\"text-align: start;\">Kress said that Nvidia’s products are compelling for customers because the company’s GPUs can be used for both training and inference, offering flexibility plus a higher level of performance and power efficiency that rivals can’t match.</p><p style=\"text-align: start;\">With investor worries about a lull in growth and market-share losses now reduced, Nvidia shares hit a record highs on Thursday and Friday, surging 8.5% on the week to $788.</p><p style=\"text-align: start;\">The advance gave the chip maker a $1.97 trillion market cap, pushing it past Amazon.com and Alphabet, to become the third most valuable U.S.-listed company. Just Apple and Microsoft are larger.</p><p style=\"text-align: start;\">If Nvidia posts a few more record-breaking quarters, it won’t be long before it’s king of the entire stock market—not just AI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110261111","content_text":"There’s Nvidia —and then there’s everybody else. Once again, the chip maker has proven that it stands alone as the king of the artificial intelligence boom.Nvidia’s revenue was up 265% in its latest quarter. The rest of the companies in the so-called Magnificent 7 grew somewhere between 2% and 25%.Let’s look at the numbers. Nvidia was the last member of the Magnificent Seven to report this earnings season. The disparity between its results and its rivals almost reads like a typo.The other six technology giants posted revenue growth, averaging in the midteens versus the prior year, ranging from 2% for Apple on the low end to Meta Platforms at 25% at the high end. Meanwhile, Nvidia’s major chip rivals, Advanced Micro Devices and Intel, both grew revenue by 10%.Nvidia’s fiscal fourth quarter, reported Wednesday, is simply in a different league from the rest. Revenue for its latest quarter, which ended in January, grew by 265% year-over-year to $22.1 billion. Its data-center business, primarily driven by AI chip demand, was even more impressive, up 409% from last year, to $18.4 billion.The guidance was also strong. For the current quarter, Nvidia provided a revenue forecast range with $24 billion at the midpoint. That’s way above the Wall Street consensus of $22.2 billion, and suggests another 234% of revenue growth in the current quarter.There’s no precedent for this kind of growth at a tech company as large as Nvidia. For bullish investors—and executives—it speaks to the power of AI. “Accelerated computing and generative AI have hit the tipping point,” Nvidia CEO Jensen Huang said during the company’s earnings release. “Demand is surging worldwide across companies, industries, and nations.”Nvidia said the rise in its data-center results reflected growing shipments of its Hopper GPUs used for running large language AI models and generative AI applications. Large cloud-computing providers—like Amazon AWS, Microsoft Azure, and Google Cloud—accounted for more than half of the data-center revenue for the quarter.Taking a step back, the company’s performance and strong outlook highlight Nvidia’s unassailable advantages: its prowess in managing its manufacturing supply chain and its ability to innovate quicker than its rivals.Quintupling data-center revenue is an incredible feat given that Nvidia is selling physical hardware. Unlike software, which essentially scales at no cost, Nvidia is producing and shipping complex products—the company’s high-end AI systems consist of 35,000 parts.In an interview after earnings, Nvidia Chief Financial Officer Colette Kress told me that the company’s growth was only possible thanks to the company’s three-decades-long relationships with key suppliers. “It’s a very complex process, and it takes both knowing your partners and understanding how they work,” the executive said, adding that Nvidia staff are on the phone with Taiwan Semiconductor Manufacturing, the company’s manufacturing partner, on a near-daily basis.Beyond the supply chain, Nvidia has also started to release chips at a faster pace. In October, management updated its investor presentation, showing that the company has moved from a two-year product cycle to a one-year cadence for its AI data-center product portfolio.I asked Kress about the new accelerated product launch cycle, and she confirmed that the one-year cadence remains the plan. “That’s the process we are on now,” she said. “We’ll talk quite a bit about that at GTC,” Nvidia’s developer conference that will be held in late March.At some point the growth has to slow or end—at least that is Wall Street’s fear. But there’s growing confidence that the chip maker may see a new wave of growth next year too. The company doesn’t officially forecast beyond one quarter, but on Wednesday’s earnings call Huang suggested that he expects Nvidia will grow its revenue in 2025.There are a couple of things Nvidia management mentioned that I believe can make that forecast a reality: demand for next-generation products and the growing market for large-language-model inference—the process of generating answers from those AI models.On the earnings call, Kress said that while supply for current AI GPUs is improving, and demand is strong, Nvidia also expects “our next-generation products to be supply constrained as demand far exceeds supply.” Kress told me that “interest is high” from customers for those upcoming products. She didn’t give a specific timeline for their release.Nvidia has suggested in investor presentations that its next-generation AI GPU, the B100, will be released in the coming quarters. Analysts expect Nvidia to increase the price of the B100 over the current H100 model. The “upcoming Blackwell architecture will drive another step up in performance, while ASPs [pricing] will increase as well,” Baird analyst Tristan Gerra wrote on Tuesday.This past week’s earnings should put to rest one worry among Nvidia investors that the company’s current dominance in AI training won’t extend to the growing market around AI inference. But Nvidia revealed on Wednesday that inference already accounted for an estimated 40% of the company’s data-center revenue over the past year.The number is “indicative of the strong competitive position the company maintains for LLM [large-language model] inference,” TD Cowen analyst Matthew Ramsay wrote on Wednesday. Inference “requires full-stack acceleration,” he added, noting Nvidia’s ability to incorporate chips, networking, and software to optimize customer performance.Kress said that Nvidia’s products are compelling for customers because the company’s GPUs can be used for both training and inference, offering flexibility plus a higher level of performance and power efficiency that rivals can’t match.With investor worries about a lull in growth and market-share losses now reduced, Nvidia shares hit a record highs on Thursday and Friday, surging 8.5% on the week to $788.The advance gave the chip maker a $1.97 trillion market cap, pushing it past Amazon.com and Alphabet, to become the third most valuable U.S.-listed company. Just Apple and Microsoft are larger.If Nvidia posts a few more record-breaking quarters, it won’t be long before it’s king of the entire stock market—not just AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276755901935792,"gmtCreate":1708593519533,"gmtModify":1708593523643,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"My prediction $768","listText":"My prediction $768","text":"My prediction $768","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276755901935792","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276677882376272,"gmtCreate":1708578582601,"gmtModify":1708578586889,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"An interesting summary reminding us not to get carried away.&nbsp;","listText":"An interesting summary reminding us not to get carried away.&nbsp;","text":"An interesting summary reminding us not to get carried away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276677882376272","repostId":"2413286559","repostType":4,"repost":{"id":"2413286559","kind":"highlight","pubTimestamp":1708574400,"share":"https://ttm.financial/m/news/2413286559?lang=&edition=fundamental","pubTime":"2024-02-22 12:00","market":"us","language":"en","title":"Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413286559","media":"Seeking Alpha","summary":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B!Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from streng","content":"<html><head></head><body><ul style=\"\"><li><p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week&#39;s pre-ER losses.</p></li><li><p>Powered by insatiable demand for its AI GPU chips, Nvidia&#39;s Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.</p></li><li><p>During Q4, Nvidia&#39;s non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.</p></li><li><p>While Nvidia&#39;s business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.</p></li><li><p>With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c6bf32b2eb3fc7f9938bea898d0f58\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_3796557788\">Brief Review Of Nvidia&#39;s Q4 2023 Report</h2><p>Going into its Q3 FY2024 earnings report, <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bf863da3d94fd01582724c2bf7a8c74\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"217\"/><span>Seeking Alpha</span></p><p>For Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA&#39;s AI GPU chips:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa18c4e5f092fb2b2fc4d213f457bc5\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"654\"/><span>Nvidia Investor Relations</span></p><p>In Q4 FY2024, Nvidia&#39;s Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA&#39;s AI GPUs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d24a82e1390d2380c3058e52131060\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"510\"/><span>Nvidia Investor Relations</span></p><p>Here&#39;s what Jensen Huang, Nvidia&#39;s CEO, had to say in the Q4 &#39;23 release:</p><blockquote><p><em>Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.</em></p><p><em>NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead</em></p></blockquote><p>With cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don&#39;t think Nvidia&#39;s strong performance in data center is all that surprising.</p><p>With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bb054f79be3418cd00b3543f2361185\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"293\"/><span>Nvidia Investor Relations</span></p><p>In Q4, Nvidia&#39;s Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!</p><p>On the margin front, Nvidia&#39;s non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia&#39;s hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia&#39;s quarterly free cash flow generation higher in combination with explosive top line growth.</p><p>In Q4 FY2024, Nvidia&#39;s quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant&#39;s fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3ba71907527b76c3355a12b8606d2e\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"511\"/><span>Nvidia Investor Relations</span></p><p>While Nvidia&#39;s balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.</p><p>For Q1 FY2025, Nvidia&#39;s management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f64db33b95e873e4f4b8829425180f\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"242\"/><span>Nvidia Investor Relations</span></p><p>Despite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.</p><p>At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:</p><blockquote><p><em>There&#39;s about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we&#39;ll have $2T worth of data centers that will be powering software around the world, and all of it&#39;s going to be accelerated.</em></p></blockquote><p>In my view, the long-term opportunity for Nvidia is massive [TAM: &gt;$300B]. Given CUDA&#39;s dominance, Nvidia is likely to keep enjoying the lion&#39;s share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c78c605a6652b72eac7558c1e7da3f79\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha</span></p><p>With nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let&#39;s see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):</p><h2 id=\"id_587030274\">Nvidia&#39;s Fair Value And Expected Returns</h2><p>In light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).</p><p>Given Nvidia&#39;s incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (&#34;FCF&#34;) margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.</p><p><strong>Here&#39;s my updated valuation model for Nvidia:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b183591ca0c1f2075b2e082373c32257\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA&#39;s stock price is well ahead of its skis at this moment in time.</p><p>Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI&#39;s GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don&#39;t see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.</p><p>Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122caf3a082986b897a878a006b26c5\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"321\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Despite using generous assumptions for future growth and margins, NVDA&#39;s expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you&#39;re willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.</p><p><strong>Please note:</strong> Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.</p><h2 id=\"id_1105598722\">Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?</h2><p>From a fundamental standpoint, Nvidia&#39;s business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious &#34;picks and shovels&#34; play in the AI gold rush. That said, a lot of future success is already baked into Nvidia&#39;s current stock price, and the long-term risk/reward doesn&#39;t justify allocation of fresh capital right now.</p><p>Technically, Nvidia&#39;s stock is firmly in the overbought territory (RSI &gt;70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f806f70925bf897f45e2a045ea9061\" tg-width=\"640\" tg-height=\"534\"/></p><p>Given Nvidia&#39;s robust financial performance and management&#39;s optimistic outlook, I don&#39;t think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.</p><p>Now, I have sounded like a broken record, but I have to say this again -</p><blockquote><p><em>Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we&#39;re being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.</em></p><p><em>Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.</em></p><p>Source: &#34;Nvidia Q3 Review: I Was Wrong, But I&#39;m Staying On The Sidelines.&#34;</p></blockquote><p>With persistent doubts over sustainability of Nvidia&#39;s revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.</p><p><strong>Key Takeaway:</strong> I continue to rate Nvidia Corporation stock &#34;Neutral/Hold&#34; at $721 per share.</p><p>Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand ...</p>\n\n<a href=\"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4577":"网络游戏","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","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","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4122":"互联网与直销零售","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0109392836.USD":"富兰克林科技股A","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4576":"AR","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4587":"ChatGPT概念","LU0079474960.USD":"联博美国增长基金A","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413286559","content_text":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!Bloomberg/Bloomberg via Getty ImagesBrief Review Of Nvidia's Q4 2023 ReportGoing into its Q3 FY2024 earnings report, NVIDIA Corporation (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.Seeking AlphaFor Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA's AI GPU chips:Nvidia Investor RelationsIn Q4 FY2024, Nvidia's Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA's AI GPUs.Nvidia Investor RelationsHere's what Jensen Huang, Nvidia's CEO, had to say in the Q4 '23 release:Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future aheadWith cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don't think Nvidia's strong performance in data center is all that surprising.With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.Nvidia Investor RelationsIn Q4, Nvidia's Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!On the margin front, Nvidia's non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia's hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia's quarterly free cash flow generation higher in combination with explosive top line growth.In Q4 FY2024, Nvidia's quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant's fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.Nvidia Investor RelationsWhile Nvidia's balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.For Q1 FY2025, Nvidia's management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).Nvidia Investor RelationsDespite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:There's about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we'll have $2T worth of data centers that will be powering software around the world, and all of it's going to be accelerated.In my view, the long-term opportunity for Nvidia is massive [TAM: >$300B]. Given CUDA's dominance, Nvidia is likely to keep enjoying the lion's share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.Seeking AlphaWith nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let's see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):Nvidia's Fair Value And Expected ReturnsIn light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).Given Nvidia's incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (\"FCF\") margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.Here's my updated valuation model for Nvidia:TQI Valuation Model (TQIG.org)Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA's stock price is well ahead of its skis at this moment in time.Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI's GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don't see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.TQI Valuation Model (TQIG.org)Despite using generous assumptions for future growth and margins, NVDA's expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you're willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.Please note: Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?From a fundamental standpoint, Nvidia's business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious \"picks and shovels\" play in the AI gold rush. That said, a lot of future success is already baked into Nvidia's current stock price, and the long-term risk/reward doesn't justify allocation of fresh capital right now.Technically, Nvidia's stock is firmly in the overbought territory (RSI >70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.Given Nvidia's robust financial performance and management's optimistic outlook, I don't think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.Now, I have sounded like a broken record, but I have to say this again -Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we're being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.Source: \"Nvidia Q3 Review: I Was Wrong, But I'm Staying On The Sidelines.\"With persistent doubts over sustainability of Nvidia's revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.Key Takeaway: I continue to rate Nvidia Corporation stock \"Neutral/Hold\" at $721 per share.Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276567346581616,"gmtCreate":1708551507523,"gmtModify":1708551512279,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Great result. 😀","listText":"Great result. 😀","text":"Great result. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276567346581616","repostId":"2413409422","repostType":2,"repost":{"id":"2413409422","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1708554066,"share":"https://ttm.financial/m/news/2413409422?lang=&edition=fundamental","pubTime":"2024-02-22 06:21","market":"hk","language":"en","title":"NVIDIA Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2413409422","media":"Benzinga","summary":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst","content":"<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst consensus estimate of $20.62 billion by 7.18 percent.  This is a 265.23 percent increase over sales of $6.05 billion the same period last year.</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 Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate</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 Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-02-22 06:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst consensus estimate of $20.62 billion by 7.18 percent.  This is a 265.23 percent increase over sales of $6.05 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.benzinga.com/news/earnings/24/02/37246249/nvidia-q4-2024-adj-eps-5-16-beats-4-64-estimate-sales-22-10b-beat-20-62b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413409422","content_text":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst consensus estimate of $20.62 billion by 7.18 percent.  This is a 265.23 percent increase over sales of $6.05 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276234232545544,"gmtCreate":1708470323435,"gmtModify":1708470327945,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> The market is expecting big things. Looks like share price will retreat unless the result exceeds&nbsp;expectations.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> The market is expecting big things. Looks like share price will retreat unless the result exceeds&nbsp;expectations.&nbsp;","text":"$NVIDIA Corp(NVDA)$ The market is expecting big things. Looks like share price will retreat unless the result exceeds expectations.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276234232545544","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275208296009840,"gmtCreate":1708227306968,"gmtModify":1708227311318,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"Very pleased about this.&nbsp;","listText":"Very pleased about this.&nbsp;","text":"Very pleased about this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275208296009840","repostId":"2412671757","repostType":2,"repost":{"id":"2412671757","kind":"news","pubTimestamp":1708224658,"share":"https://ttm.financial/m/news/2412671757?lang=&edition=fundamental","pubTime":"2024-02-18 10:50","market":"us","language":"en","title":"Nvidia's SoundHound Investment Could Be the Start of Something Much Bigger","url":"https://stock-news.laohu8.com/highlight/detail?id=2412671757","media":"seekingalpha","summary":"Nvidia's (NASDAQ:NVDA) announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm SoundHound AI (NASDAQ:SOUN) — cou","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI </a> — could wind up being just the start for the semiconductor giant, Wedbush Securities said.</p><p>&#34;We view this as a positive indicator for the company as this investment now further solidifies the company&#39;s brand within the AI Revolution with the Godfather of AI Jensen [Huang] and NVDA now backing SOUN and we believe this could be the start of a broader investment into the company down the line which is a clear tailwind,&#34; analysts led by Dan Ives wrote in an investor note.</p><p>The firm has an Outperform rating and $5 price target on SoundHound.</p><p>(Nvidia also disclosed investments in Arm Holdings (ARM), Chinese self-driving truckmaker TuSimple (TSPH), biotech company Recursion Pharmaceuticals (RXRX) and medical imaging developer Nano-X Imaging (NNOX)).</p><p>Nvidia first invested in SoundHound in 2017 when it participated in a $75M funding round to help it grow internationally. Since then, it has acquired roughly 1.73M shares worth $3.67M, a pittance to a company worth roughly <em>$1.8 trillion</em>.</p><p>However, with AI increasingly playing a role in every facet of society, Nvidia is putting its money where its mouth is and helping usher in the era of AI, particularly in areas that consumers interact with everyday.</p><p>SoundHound&#39;s Pillar 1 performance includes autos, televisions and devices connected to the internet, including partnerships with Stellantis (STLA) in Europe and Hyundai in the U.S. It also offers AI voice customer solutions, with retailers like Jersey Mike&#39;s and Krispy Kreme integrating the offerings into their stores.</p><p>And now with Nvidia firmly behind the Santa Clara, Calif-based company, SoundHound is believed to be in a &#34;strong position&#34; to go after the AI chatbot market this year and beyond as more use cases come to fruition, Ives said.</p></body></html>","source":"seekingalpha_hot_news","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 SoundHound Investment Could Be the Start of Something Much Bigger</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 SoundHound Investment Could Be the Start of Something Much Bigger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-18 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4067665-nvidias-soundhound-investment-could-be-the-start-of-something-much-bigger><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm SoundHound AI  — could wind up being just the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4067665-nvidias-soundhound-investment-could-be-the-start-of-something-much-bigger\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4581":"高盛持仓","NVDA":"英伟达","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","SOUN":"SoundHound AI Inc","BK4588":"碎股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4539":"次新股","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4139":"生物科技","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4196":"保健护理服务","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4082":"医疗保健设备","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能"},"source_url":"https://seekingalpha.com/news/4067665-nvidias-soundhound-investment-could-be-the-start-of-something-much-bigger","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412671757","content_text":"Nvidia's announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm SoundHound AI  — could wind up being just the start for the semiconductor giant, Wedbush Securities said.\"We view this as a positive indicator for the company as this investment now further solidifies the company's brand within the AI Revolution with the Godfather of AI Jensen [Huang] and NVDA now backing SOUN and we believe this could be the start of a broader investment into the company down the line which is a clear tailwind,\" analysts led by Dan Ives wrote in an investor note.The firm has an Outperform rating and $5 price target on SoundHound.(Nvidia also disclosed investments in Arm Holdings (ARM), Chinese self-driving truckmaker TuSimple (TSPH), biotech company Recursion Pharmaceuticals (RXRX) and medical imaging developer Nano-X Imaging (NNOX)).Nvidia first invested in SoundHound in 2017 when it participated in a $75M funding round to help it grow internationally. Since then, it has acquired roughly 1.73M shares worth $3.67M, a pittance to a company worth roughly $1.8 trillion.However, with AI increasingly playing a role in every facet of society, Nvidia is putting its money where its mouth is and helping usher in the era of AI, particularly in areas that consumers interact with everyday.SoundHound's Pillar 1 performance includes autos, televisions and devices connected to the internet, including partnerships with Stellantis (STLA) in Europe and Hyundai in the U.S. It also offers AI voice customer solutions, with retailers like Jersey Mike's and Krispy Kreme integrating the offerings into their stores.And now with Nvidia firmly behind the Santa Clara, Calif-based company, SoundHound is believed to be in a \"strong position\" to go after the AI chatbot market this year and beyond as more use cases come to fruition, Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272772145090672,"gmtCreate":1707632543560,"gmtModify":1707632547737,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4166911424160822","authorIdStr":"4166911424160822"},"themes":[],"htmlText":"A phenomenal company.&nbsp;","listText":"A phenomenal company.&nbsp;","text":"A phenomenal company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272772145090672","repostId":"2410848062","repostType":4,"repost":{"id":"2410848062","kind":"highlight","pubTimestamp":1707619618,"share":"https://ttm.financial/m/news/2410848062?lang=&edition=fundamental","pubTime":"2024-02-11 10:46","market":"us","language":"en","title":"Apple: Vision Pro Is Bullish Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2410848062","media":"seekingalpha","summary":"This article explores the Apple Inc. product/service ecosystem and its Flywheel Effect.I review this Flywheel Effect in detail, with the total install base remaining the most critical metric for Apple","content":"<html><head></head><body><ul style=\"\"><li><p>This article explores the Apple Inc. product/service ecosystem and its Flywheel Effect.</p></li><li><p>I review this Flywheel Effect in detail, with the total install base remaining the most critical metric for Apple&#39;s long-term growth.</p></li><li><p>The company&#39;s focus on iterative innovation and ongoing product launches, such as the recent Vision Pro headset, strengthens its ecosystem and drives growth.</p></li><li><p>I briefly discuss Vision Pro&#39;s roadmap to becoming a mass-market product.</p></li><li><p>Finally, we look at how Apple&#39;s capital returns to shareholders have been exceptional, with over $685.6 billion returned since 2015 through buybacks and dividends.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/800b1c8151e3e8677873d43783ff840a\" tg-width=\"594\" tg-height=\"390\"/></p><p>DAVID SWANSON/AFP via Getty Images</p><p>I initiated coverage of Apple Inc. in March of 2023 with a &#34;Hold&#34; rating, calling it the King of Ecosystems. I rated Apple a hold because it looked overvalued on a fundamental basis, but subsequently upgraded Apple to Buy in a September article. I maintain my Buy rating and will discuss why in detail.</p><p>An ecosystem in this context is a complimentary set of products and services that add incremental value to consumers as more products/services are used. Think of it this way: Apple AirPods add more value than unbranded headphones for iPhone users because of the cross-functionality with iPhone.</p><p>Now think about the likelihood of a consumer who owns an iPhone and AirPods buying Apple Music. You can then store your entire music and podcast library in iCloud, or download other music streaming apps from the App Store. Once you own an iPhone, you are launched into a never-ending cycle of Apple Services cross-sell opportunities.</p><p>It is this ecosystem that allowed Apple to transform the iPhone from a revolutionary handheld device into the perpetual revenue machines that require no incremental capital we have today. Once an iPhone is sold, it provides countless revenue-generating opportunities throughout its useful life.</p><p>The ecosystem model worked. Apple&#39;s ascendence to global ubiquity has gone unnoticed by no one, and it has consistently improved this ecosystem at every step. This is what I believe to be Apple&#39;s Flywheel Effect.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641e197ec86959c50066213a13cf5735\" tg-width=\"640\" tg-height=\"386\"/></p><p>Author&#39;s Creation</p><h2 id=\"id_3784310727\">Q1 &#39;24 Earnings: Vision Pro is Key</h2><p>Apple posted a double beat with meager revenue growth and solid EPS growth. At this point, there is little debate that Apple is a quality compounder. Revenue, earnings, and dividend per share have all been growing consistently since 2016, and Apple Services is becoming the flagship segment for Apple&#39;s long-term durability. The consumer electronics market is cyclical, but Apple remains securely a top 2 smartphone provider. Samsung is competitive and Google Pixel is taking some share, but iPhone will not be disrupted any time soon.</p><p>Apple Vision Pro, the AR headset, is the key product for investors to monitor in 2024. Tim Cook, Apple CEO, had this to say on the Q1 earnings call: &#34;There&#39;s 5,000 patents in the product and it&#39;s, of course, built on many innovations that Apple has spent multiple years on, from silicon to displays and significant AI and machine learning.&#34;</p><p>There was also a notable change in rhetoric that saw Apple mentioning AI numerous times on the call. Throughout 2023, Apple was mostly silent on AI, but with the launch of Vision Pro they seem to be leaning heavier into the new tech.</p><p>While some don&#39;t see the path forward for Vision Pro, I believe it&#39;s a useful product to bolster Apple&#39;s overall product lineup. I also believe Apple is taking the correct approach to marketing this product: starting with a high price point to target enthusiasts as they work to improve the product and margin profile so they can offer lower-priced models in the future. We&#39;ll discuss that more later.</p><p>Let&#39;s discuss why I believe Vision Pro is the next key growth vector for Apple, specifically its incremental uplift on Apple Services growth.</p><h3 id=\"id_4075029251\">Brief History: How Apple Built Its Flywheel</h3><p>Developing the closed-source hardware-software stack for iPhone was an enormous undertaking. To successfully build a handheld device with internet connectivity and a proprietary operating system was no small feat. For a while, Apple was a price taker on the electrical components inside the iPhone, or MEMS (micro-electromechanical systems). These are things like accelerometers and gyroscopes (motion sensing), magnetometers (navigation &amp; location services), barometers (altitude &amp; GPS location data), and proximity sensors (haven&#39;t you noticed your screen turns off when you raise your iPhone to your ear to talk?).</p><p>While the primary mobile processor has been built on proprietary &#34;Apple Silicon&#34; since 2010, many other components on the motherboard were outsourced. This outsourcing was expensive until Apple scaled enough that Apple contracts were make-or-break for component suppliers. Once Apple achieved this position, they started commoditizing these components by internally developing them to expand the gross margin of their hardware.</p><p>To this day, modems are one of the only non-commoditized components in an iPhone. They are still developed by Qualcomm (QCOM), a contract that Apple has been attempting to rid itself of for years to no avail. Apple still wants to commoditize or internally develop all the components in its hardware to minimize COGS. This COGS minimization allowed Apple to evolve into the FCF machine that it is today. The ample ongoing capital generated from its hardware brought with it the ability to increase production capacity, switch to an iterative innovation model, turn heads with new product launches, and continuously expand the Apple ecosystem and fortify its Flywheel.</p><p>This brings us to my second coverage of Apple, in which I compared the iPhone 15 to Huawei&#39;s Mate 60 Pro. The launch of Mate 60 Pro stoked fear in analysts&#39; minds about Apple&#39;s China segment growth slowing. Huawei and SMIC had developed a 5nm mobile processor, close enough to Apple&#39;s A16 developed on Taiwan Semiconductor&#39;s (TSM) 3nm process node. This jump in performance mixed with nationalistic adoration for Huawei has caused Huawei&#39;s market share to improve sequentially in the Chinese market. This was all but confirmed for months, and Apple&#39;s recent quarterly report solidified this reality: China growth is slowing.</p><p>While this growth decline is not good for obvious reasons, the thesis from my article Apple: Trouble In Paradise Or Undeserved FUD? still stands: the iPhone 15 is far better than the Mate 60 Pro. This stands true as Apple recently overtook Vivo as the market leader in China. Chinese consumers still want iPhones.</p><p>Despite the modest headwinds in sales growth, Apple continued to grow its total install base. Revenue from both iPhones and Services grew annually:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16b9f9b45a186474d5f827522c74e398\" tg-width=\"565\" tg-height=\"319\"/></p><p>Seeking Alpha</p><p>This growth corresponds to an all-time high in Apple&#39;s total install base:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9e4a7b58571d98bd2f2e9aceccab0e0\" tg-width=\"640\" tg-height=\"386\"/></p><p>Author&#39;s Calculation, Company and News Reports</p><p>Apple is cemented in the top five largest global businesses in no small part because of Apple Services. The services segment captures sales from iCloud, AppleCare, advertising, payment services, and digital content (namely Apple TV+, Apple Music+, and the App Store).</p><p>Importantly, the key metric underpinning Services growth is growth in Apple&#39;s total install base. Of course, the key product here is the iPhone as it is the gateway to the Apple Services Flywheel Effect.</p><h2 id=\"id_996442703\">Apple&#39;s Ecosystem and The Flywheel Effect</h2><p>Apple&#39;s ecosystem is its greatest asset. Coupled with the Flywheel Effect, this ecosystem makes me confident that Apple will continue compounding shareholder wealth over time.</p><p>Apple Services total addressable market, or TAM, is equivalent to the total install base. Naturally, as this grows, Apple Services will enjoy organic TAM growth. This relationship holds historically, as Apple Services revenue over time mirrors install base growth:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acd4a7f0079f5b2ad05efbcaa77e1d25\" tg-width=\"640\" tg-height=\"295\"/></p><p>Company Reports</p><p>Within the Apple Services segment, the company enjoys a very low cost of incremental revenue and no customer acquisition cost. More devices in circulation simply means a larger Services TAM at no additional cost. For this reason, as Services TAM has increased, so too has gross margin:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/440d725264672d9867ffec0bbcd06884\" tg-width=\"640\" tg-height=\"385\"/></p><p>Company Reports</p><p>This margin improvement allows Apple to deepen the breadth of Service offerings. Here&#39;s a list of Apple Services releases over time (not exhaustive):</p><ul style=\"\"><li><p>2008 - 2011: App Store and iCloud</p></li><li><p>2015-2019: Apple Music, Apple News+ and Apple TV+</p></li><li><p>2020: Apple Fitness+</p></li></ul><p>Better yet, Apple One offers consumers a bundling option and provides Apple with recurring revenue. While it&#39;s difficult to find the exact number of Apple One subscribers, we do know that Apple&#39;s total number of subscriptions is approaching 1 billion.</p><p>Apple has worked hard to offer more services within its ecosystem and allows customers to bundle those services together, which effectively makes iPhone&#39;s perpetual revenue machines even after the initial sale. The flagship offerings within the Services segment are the App Store and iCloud, which both enjoy organic growth in their own right.</p><p>As Apple&#39;s install base grows, developers have more incentive to develop on the App Store. As we continue to use Apple products to store more and more data, iCloud demand will grow. This organic growth in flagship services and TAM expansion has nearly doubled Services gross profit in the post-COVID era:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04cd80e2452118777a0844aa9d31bd95\" tg-width=\"640\" tg-height=\"380\"/></p><p>Company Reports</p><p>On top of that, Services revenue per unit of the installed base has also increased over the years, both exceeding a 4% CAGR over the 9 years from 2015-2023:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b378b60006016e69ea1a922a5673999\" tg-width=\"640\" tg-height=\"423\"/></p><p>Author&#39;s Creation, Company and News Reports</p><p>Improvement in unit economics brings us to my final piece of the Flywheel: ongoing value-add for customers and shareholders.</p><p>The FCF machine that is the iPhone allowed Apple to build a fortress balance sheet and produce market-beating returns for years. This is because of three things: iterative innovation, capital returns to shareholders, and new product launches.</p><h3 id=\"id_3210653932\">Iterative Innovation</h3><p>Much of the bear case around Apple is a lack of innovation. I view this as overwhelmingly false.</p><p>Long gone are the days of each new iPhone represented a monumental leap forward in capability, simply because they are currently too good for this innovation to be possible anymore. Accordingly, Apple switched from major annual innovations to an iterative innovation model, in which each subsequent Apple product is a little bit better than the last. Additionally, most of this rhetoric comes from the fact that most new iPhone models look the same as their immediate predecessors. Apple simply doesn&#39;t focus on making a major headline with each new model anymore.</p><p>I view this as a good strategic shift for two reasons:</p><ol start=\"1\" style=\"\"><li><p>It negates the Osborne Effect. If there was speculation that the iPhone 16 would be leaps and bounds better than the iPhone 15, demand for the 15 would fall off a cliff.</p></li><li><p>It aligns well with Apple&#39;s upgrade model. iPhones aren&#39;t meant to be upgraded with each new product release. They are, at a minimum, on a 2-year upgrade cycle. Accordingly, the iPhone 15 has to be much better than the iPhone 13, not the 14, and so on.</p></li></ol><p>In short, I have quite a contrarian view of the iterative innovation model: it doesn&#39;t underpin a lack of innovation but consistent excellence in innovation, albeit at a slower pace.</p><p>Of course, much of this is held up by consistent chip scaling thanks to Moore&#39;s Law. The good thing for Apple investors is that Moore&#39;s Law still holds, and Apple Silicon will continue to improve by virtue of smaller process nodes in foundries over time.</p><h3 id=\"id_360998691\">New Product Launches</h3><p>While Apple has lost most of its spectacle in annual iPhone releases, they have supplemented this with ongoing forays into new markets. They dove headfirst into the Wearable market in 2015 with the launch of the Apple Watch, and subsequently with the 2016 release of AirPods. With every new product launch, Apple makes headlines globally, as demonstrated by the recent launch of Vision Pro. When Apple releases a new product, the world watches.</p><p>Once the launch spectacle dies down, these new devices then fit nicely into Apple&#39;s iterative innovation strategy. New models are released periodically with newer chips, more functionality, and overall better performance. Ongoing software updates and Apple&#39;s closed-source stack make cross-functionality between products better and fortify Apple&#39;s ecosystem.</p><h4 id=\"id_980477217\">Vision Pro: Making the Leap to Mass Market</h4><p>Vision Pro may be the biggest risk Apple has taken in a product launch to date. They are diving headfirst into an entirely new market.</p><p>The bear case is quite simple: consumers simply don&#39;t want a big clunky AR (Augmented Reality) headset. It looks goofy. No one will want to walk around wearing ski goggles. It&#39;s important to recall though that much discontent was generated by AirPods, when people believed no one would want to walk around with tiny wireless white things in their ears. Now AirPods are ubiquitous; a status symbol even.</p><p>My Vision Pro bull case relies heavily on Apple&#39;s iterative innovation model. The key difference here is that Vision Pro&#39;s initial launch is just for enthusiasts and technologists. Apple priced out the mass market with a high base price. Vision Pro won&#39;t penetrate the mass market soon, but I can see the path to it becoming a mass-market product.</p><p>I expect a Vision Pro v2, v3, v4, etc… and each model will be sleeker, smaller, and more performant. v1 is only targeted at enthusiasts, those who can build it into a status symbol akin to AirPods. Those who don&#39;t care if they look goofy walking around with ski goggles on.</p><p>Apple will now work on a slightly improved model, perhaps at a better price point for v2 to expand TAM. They’ll adjust the design based on consumer preferences, improve the silicon, and release marginally better products at regular intervals, then rinse and repeat periodically.</p><p>Importantly, better silicon improves battery life. Apple&#39;s ultimate goal is to have a mass-market product and I don’t see how that can be anything other than sunglasses, albeit slightly clunkier than traditional sunglasses. Eventually, the Vision Pro will resemble sunglasses more than goggles.</p><p>That’s the path I see Vision Pro taking, but the chips inside need to improve materially before ultra-low latency AR on sunglasses is possible. AR requires a lot of on-device processing and the 5nm M2 and R1 chips aren’t at a level yet that they can process this amount of data with a reasonable battery life. Especially not packed into tiny sunglasses. So we need smaller and more efficient chips.</p><p>For that we need time, foundries need to continue pushing manufacturing capabilities ahead. Future iterations of M2 and R1 will likely move to smaller TSMC nodes. No telling when though. The A17 Bionic chip is already on the 3nm node and it&#39;s rumored that the iPhone 17 chip will be on the 2nm node.</p><p>As an aside, the internal architecture of Vision Pro is pretty brilliant. Apple designed a new chip, the R1, to handle the compute-intensive spatial aspects of AR. Things like hand and eye tracking. It&#39;s bundled with an M2 chip (used in Macs) to handle visionOS compute needs. The R1 chip is built for ultra-low latency which makes it necessary for effective AR experiences, while M2 will be a workhorse of traditional compute tasks. This heterogeneous architecture is a wonderful starting point but needs immense improvement before Vision Pro is ready for the leap to mass market.</p><h2 id=\"id_1285047494\">Capital Returns to Shareholders</h2><p>Finally, let&#39;s take a look at Apple&#39;s capital returns to shareholders over time. This section will be brief because all there is to say is that this is phenomenal. Take a look:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47b5c4c46bf1367f5516458a12b85e1\" tg-width=\"640\" tg-height=\"378\"/></p><p>Author&#39;s Creation from Company Reports</p><p>Apple has returned $685.6 billion to shareholders since 2015 between buybacks and dividends. There&#39;s not much else to say. That figure exceeds the market cap of all but 8 publicly traded companies at the time of writing.</p><h2 id=\"id_1039680661\">Conclusion</h2><p>Apple has grown into one of the most well-known and loved brands globally. Its products are sleek, interfaces simple, and operating systems effective. Apple Inc. has built what I believe to be the most prolific product/service ecosystem in history that enjoys a flywheel effect designed to compound shareholder wealth over time. I maintain my Buy rating on Apple.</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>Apple: Vision Pro Is Bullish Long Term</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\">\nApple: Vision Pro Is Bullish Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-11 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4669115-apple-vision-pro-is-bullish-long-term><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This article explores the Apple Inc. product/service ecosystem and its Flywheel Effect.I review this Flywheel Effect in detail, with the total install base remaining the most critical metric for Apple...</p>\n\n<a href=\"https://seekingalpha.com/article/4669115-apple-vision-pro-is-bullish-long-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4581":"高盛持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4505":"高瓴资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4526":"热门中概股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","AAPL":"苹果","BK4573":"虚拟现实","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://seekingalpha.com/article/4669115-apple-vision-pro-is-bullish-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2410848062","content_text":"This article explores the Apple Inc. product/service ecosystem and its Flywheel Effect.I review this Flywheel Effect in detail, with the total install base remaining the most critical metric for Apple's long-term growth.The company's focus on iterative innovation and ongoing product launches, such as the recent Vision Pro headset, strengthens its ecosystem and drives growth.I briefly discuss Vision Pro's roadmap to becoming a mass-market product.Finally, we look at how Apple's capital returns to shareholders have been exceptional, with over $685.6 billion returned since 2015 through buybacks and dividends.DAVID SWANSON/AFP via Getty ImagesI initiated coverage of Apple Inc. in March of 2023 with a \"Hold\" rating, calling it the King of Ecosystems. I rated Apple a hold because it looked overvalued on a fundamental basis, but subsequently upgraded Apple to Buy in a September article. I maintain my Buy rating and will discuss why in detail.An ecosystem in this context is a complimentary set of products and services that add incremental value to consumers as more products/services are used. Think of it this way: Apple AirPods add more value than unbranded headphones for iPhone users because of the cross-functionality with iPhone.Now think about the likelihood of a consumer who owns an iPhone and AirPods buying Apple Music. You can then store your entire music and podcast library in iCloud, or download other music streaming apps from the App Store. Once you own an iPhone, you are launched into a never-ending cycle of Apple Services cross-sell opportunities.It is this ecosystem that allowed Apple to transform the iPhone from a revolutionary handheld device into the perpetual revenue machines that require no incremental capital we have today. Once an iPhone is sold, it provides countless revenue-generating opportunities throughout its useful life.The ecosystem model worked. Apple's ascendence to global ubiquity has gone unnoticed by no one, and it has consistently improved this ecosystem at every step. This is what I believe to be Apple's Flywheel Effect.Author's CreationQ1 '24 Earnings: Vision Pro is KeyApple posted a double beat with meager revenue growth and solid EPS growth. At this point, there is little debate that Apple is a quality compounder. Revenue, earnings, and dividend per share have all been growing consistently since 2016, and Apple Services is becoming the flagship segment for Apple's long-term durability. The consumer electronics market is cyclical, but Apple remains securely a top 2 smartphone provider. Samsung is competitive and Google Pixel is taking some share, but iPhone will not be disrupted any time soon.Apple Vision Pro, the AR headset, is the key product for investors to monitor in 2024. Tim Cook, Apple CEO, had this to say on the Q1 earnings call: \"There's 5,000 patents in the product and it's, of course, built on many innovations that Apple has spent multiple years on, from silicon to displays and significant AI and machine learning.\"There was also a notable change in rhetoric that saw Apple mentioning AI numerous times on the call. Throughout 2023, Apple was mostly silent on AI, but with the launch of Vision Pro they seem to be leaning heavier into the new tech.While some don't see the path forward for Vision Pro, I believe it's a useful product to bolster Apple's overall product lineup. I also believe Apple is taking the correct approach to marketing this product: starting with a high price point to target enthusiasts as they work to improve the product and margin profile so they can offer lower-priced models in the future. We'll discuss that more later.Let's discuss why I believe Vision Pro is the next key growth vector for Apple, specifically its incremental uplift on Apple Services growth.Brief History: How Apple Built Its FlywheelDeveloping the closed-source hardware-software stack for iPhone was an enormous undertaking. To successfully build a handheld device with internet connectivity and a proprietary operating system was no small feat. For a while, Apple was a price taker on the electrical components inside the iPhone, or MEMS (micro-electromechanical systems). These are things like accelerometers and gyroscopes (motion sensing), magnetometers (navigation & location services), barometers (altitude & GPS location data), and proximity sensors (haven't you noticed your screen turns off when you raise your iPhone to your ear to talk?).While the primary mobile processor has been built on proprietary \"Apple Silicon\" since 2010, many other components on the motherboard were outsourced. This outsourcing was expensive until Apple scaled enough that Apple contracts were make-or-break for component suppliers. Once Apple achieved this position, they started commoditizing these components by internally developing them to expand the gross margin of their hardware.To this day, modems are one of the only non-commoditized components in an iPhone. They are still developed by Qualcomm (QCOM), a contract that Apple has been attempting to rid itself of for years to no avail. Apple still wants to commoditize or internally develop all the components in its hardware to minimize COGS. This COGS minimization allowed Apple to evolve into the FCF machine that it is today. The ample ongoing capital generated from its hardware brought with it the ability to increase production capacity, switch to an iterative innovation model, turn heads with new product launches, and continuously expand the Apple ecosystem and fortify its Flywheel.This brings us to my second coverage of Apple, in which I compared the iPhone 15 to Huawei's Mate 60 Pro. The launch of Mate 60 Pro stoked fear in analysts' minds about Apple's China segment growth slowing. Huawei and SMIC had developed a 5nm mobile processor, close enough to Apple's A16 developed on Taiwan Semiconductor's (TSM) 3nm process node. This jump in performance mixed with nationalistic adoration for Huawei has caused Huawei's market share to improve sequentially in the Chinese market. This was all but confirmed for months, and Apple's recent quarterly report solidified this reality: China growth is slowing.While this growth decline is not good for obvious reasons, the thesis from my article Apple: Trouble In Paradise Or Undeserved FUD? still stands: the iPhone 15 is far better than the Mate 60 Pro. This stands true as Apple recently overtook Vivo as the market leader in China. Chinese consumers still want iPhones.Despite the modest headwinds in sales growth, Apple continued to grow its total install base. Revenue from both iPhones and Services grew annually:Seeking AlphaThis growth corresponds to an all-time high in Apple's total install base:Author's Calculation, Company and News ReportsApple is cemented in the top five largest global businesses in no small part because of Apple Services. The services segment captures sales from iCloud, AppleCare, advertising, payment services, and digital content (namely Apple TV+, Apple Music+, and the App Store).Importantly, the key metric underpinning Services growth is growth in Apple's total install base. Of course, the key product here is the iPhone as it is the gateway to the Apple Services Flywheel Effect.Apple's Ecosystem and The Flywheel EffectApple's ecosystem is its greatest asset. Coupled with the Flywheel Effect, this ecosystem makes me confident that Apple will continue compounding shareholder wealth over time.Apple Services total addressable market, or TAM, is equivalent to the total install base. Naturally, as this grows, Apple Services will enjoy organic TAM growth. This relationship holds historically, as Apple Services revenue over time mirrors install base growth:Company ReportsWithin the Apple Services segment, the company enjoys a very low cost of incremental revenue and no customer acquisition cost. More devices in circulation simply means a larger Services TAM at no additional cost. For this reason, as Services TAM has increased, so too has gross margin:Company ReportsThis margin improvement allows Apple to deepen the breadth of Service offerings. Here's a list of Apple Services releases over time (not exhaustive):2008 - 2011: App Store and iCloud2015-2019: Apple Music, Apple News+ and Apple TV+2020: Apple Fitness+Better yet, Apple One offers consumers a bundling option and provides Apple with recurring revenue. While it's difficult to find the exact number of Apple One subscribers, we do know that Apple's total number of subscriptions is approaching 1 billion.Apple has worked hard to offer more services within its ecosystem and allows customers to bundle those services together, which effectively makes iPhone's perpetual revenue machines even after the initial sale. The flagship offerings within the Services segment are the App Store and iCloud, which both enjoy organic growth in their own right.As Apple's install base grows, developers have more incentive to develop on the App Store. As we continue to use Apple products to store more and more data, iCloud demand will grow. This organic growth in flagship services and TAM expansion has nearly doubled Services gross profit in the post-COVID era:Company ReportsOn top of that, Services revenue per unit of the installed base has also increased over the years, both exceeding a 4% CAGR over the 9 years from 2015-2023:Author's Creation, Company and News ReportsImprovement in unit economics brings us to my final piece of the Flywheel: ongoing value-add for customers and shareholders.The FCF machine that is the iPhone allowed Apple to build a fortress balance sheet and produce market-beating returns for years. This is because of three things: iterative innovation, capital returns to shareholders, and new product launches.Iterative InnovationMuch of the bear case around Apple is a lack of innovation. I view this as overwhelmingly false.Long gone are the days of each new iPhone represented a monumental leap forward in capability, simply because they are currently too good for this innovation to be possible anymore. Accordingly, Apple switched from major annual innovations to an iterative innovation model, in which each subsequent Apple product is a little bit better than the last. Additionally, most of this rhetoric comes from the fact that most new iPhone models look the same as their immediate predecessors. Apple simply doesn't focus on making a major headline with each new model anymore.I view this as a good strategic shift for two reasons:It negates the Osborne Effect. If there was speculation that the iPhone 16 would be leaps and bounds better than the iPhone 15, demand for the 15 would fall off a cliff.It aligns well with Apple's upgrade model. iPhones aren't meant to be upgraded with each new product release. They are, at a minimum, on a 2-year upgrade cycle. Accordingly, the iPhone 15 has to be much better than the iPhone 13, not the 14, and so on.In short, I have quite a contrarian view of the iterative innovation model: it doesn't underpin a lack of innovation but consistent excellence in innovation, albeit at a slower pace.Of course, much of this is held up by consistent chip scaling thanks to Moore's Law. The good thing for Apple investors is that Moore's Law still holds, and Apple Silicon will continue to improve by virtue of smaller process nodes in foundries over time.New Product LaunchesWhile Apple has lost most of its spectacle in annual iPhone releases, they have supplemented this with ongoing forays into new markets. They dove headfirst into the Wearable market in 2015 with the launch of the Apple Watch, and subsequently with the 2016 release of AirPods. With every new product launch, Apple makes headlines globally, as demonstrated by the recent launch of Vision Pro. When Apple releases a new product, the world watches.Once the launch spectacle dies down, these new devices then fit nicely into Apple's iterative innovation strategy. New models are released periodically with newer chips, more functionality, and overall better performance. Ongoing software updates and Apple's closed-source stack make cross-functionality between products better and fortify Apple's ecosystem.Vision Pro: Making the Leap to Mass MarketVision Pro may be the biggest risk Apple has taken in a product launch to date. They are diving headfirst into an entirely new market.The bear case is quite simple: consumers simply don't want a big clunky AR (Augmented Reality) headset. It looks goofy. No one will want to walk around wearing ski goggles. It's important to recall though that much discontent was generated by AirPods, when people believed no one would want to walk around with tiny wireless white things in their ears. Now AirPods are ubiquitous; a status symbol even.My Vision Pro bull case relies heavily on Apple's iterative innovation model. The key difference here is that Vision Pro's initial launch is just for enthusiasts and technologists. Apple priced out the mass market with a high base price. Vision Pro won't penetrate the mass market soon, but I can see the path to it becoming a mass-market product.I expect a Vision Pro v2, v3, v4, etc… and each model will be sleeker, smaller, and more performant. v1 is only targeted at enthusiasts, those who can build it into a status symbol akin to AirPods. Those who don't care if they look goofy walking around with ski goggles on.Apple will now work on a slightly improved model, perhaps at a better price point for v2 to expand TAM. They’ll adjust the design based on consumer preferences, improve the silicon, and release marginally better products at regular intervals, then rinse and repeat periodically.Importantly, better silicon improves battery life. Apple's ultimate goal is to have a mass-market product and I don’t see how that can be anything other than sunglasses, albeit slightly clunkier than traditional sunglasses. Eventually, the Vision Pro will resemble sunglasses more than goggles.That’s the path I see Vision Pro taking, but the chips inside need to improve materially before ultra-low latency AR on sunglasses is possible. AR requires a lot of on-device processing and the 5nm M2 and R1 chips aren’t at a level yet that they can process this amount of data with a reasonable battery life. Especially not packed into tiny sunglasses. So we need smaller and more efficient chips.For that we need time, foundries need to continue pushing manufacturing capabilities ahead. Future iterations of M2 and R1 will likely move to smaller TSMC nodes. No telling when though. The A17 Bionic chip is already on the 3nm node and it's rumored that the iPhone 17 chip will be on the 2nm node.As an aside, the internal architecture of Vision Pro is pretty brilliant. Apple designed a new chip, the R1, to handle the compute-intensive spatial aspects of AR. Things like hand and eye tracking. It's bundled with an M2 chip (used in Macs) to handle visionOS compute needs. The R1 chip is built for ultra-low latency which makes it necessary for effective AR experiences, while M2 will be a workhorse of traditional compute tasks. This heterogeneous architecture is a wonderful starting point but needs immense improvement before Vision Pro is ready for the leap to mass market.Capital Returns to ShareholdersFinally, let's take a look at Apple's capital returns to shareholders over time. This section will be brief because all there is to say is that this is phenomenal. Take a look:Author's Creation from Company ReportsApple has returned $685.6 billion to shareholders since 2015 between buybacks and dividends. There's not much else to say. That figure exceeds the market cap of all but 8 publicly traded companies at the time of writing.ConclusionApple has grown into one of the most well-known and loved brands globally. Its products are sleek, interfaces simple, and operating systems effective. Apple Inc. has built what I believe to be the most prolific product/service ecosystem in history that enjoys a flywheel effect designed to compound shareholder wealth over time. I maintain my Buy rating on Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":281213922500616,"gmtCreate":1709680290670,"gmtModify":1709680294365,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Amazing!🤩&nbsp;","listText":"Amazing!🤩&nbsp;","text":"Amazing!🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281213922500616","repostId":"2417580478","repostType":4,"repost":{"id":"2417580478","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":1709677800,"share":"https://ttm.financial/m/news/2417580478?lang=&edition=fundamental","pubTime":"2024-03-06 06:30","market":"us","language":"en","title":"CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2417580478","media":"Reuters","summary":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending","content":"<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</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>CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance</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\">\nCrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance\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\">2024-03-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","CYBR":"Cyber-Ark Software","BK4170":"电脑硬件、储存设备及电脑周边","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","NET":"Cloudflare, Inc.","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4539":"次新股","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4515":"5G概念","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4532":"文艺复兴科技持仓","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4585":"ETF&股票定投概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4097":"系统软件","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","OKTA":"Okta Inc.","LU1548497426.USD":"安联环球人工智能AT Acc"},"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":"2417580478","content_text":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts' expectations of $3.75, according to LSEG data.The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts' estimates of $899.3 million.Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.Crowdstrike's revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290142715101184,"gmtCreate":1711842167459,"gmtModify":1711842171121,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!","listText":"Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!","text":"Very pleased eith my first 3 months investing with Tiger. Had a bit of luck purchasing SOUN early in January before it took off. But a lot of my other purchaes have done pretty well too. And then there’s some that havent done so well …!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/290142715101184","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269553583251696,"gmtCreate":1706825964379,"gmtModify":1706825969096,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Microsoft and Meta are my picks.&nbsp;","listText":"Microsoft and Meta are my picks.&nbsp;","text":"Microsoft and Meta are my picks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269553583251696","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275208296009840,"gmtCreate":1708227306968,"gmtModify":1708227311318,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Very pleased about this.&nbsp;","listText":"Very pleased about this.&nbsp;","text":"Very pleased about this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275208296009840","repostId":"2412671757","repostType":2,"repost":{"id":"2412671757","kind":"news","pubTimestamp":1708224658,"share":"https://ttm.financial/m/news/2412671757?lang=&edition=fundamental","pubTime":"2024-02-18 10:50","market":"us","language":"en","title":"Nvidia's SoundHound Investment Could Be the Start of Something Much Bigger","url":"https://stock-news.laohu8.com/highlight/detail?id=2412671757","media":"seekingalpha","summary":"Nvidia's (NASDAQ:NVDA) announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm SoundHound AI (NASDAQ:SOUN) — cou","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI </a> — could wind up being just the start for the semiconductor giant, Wedbush Securities said.</p><p>&#34;We view this as a positive indicator for the company as this investment now further solidifies the company&#39;s brand within the AI Revolution with the Godfather of AI Jensen [Huang] and NVDA now backing SOUN and we believe this could be the start of a broader investment into the company down the line which is a clear tailwind,&#34; analysts led by Dan Ives wrote in an investor note.</p><p>The firm has an Outperform rating and $5 price target on SoundHound.</p><p>(Nvidia also disclosed investments in Arm Holdings (ARM), Chinese self-driving truckmaker TuSimple (TSPH), biotech company Recursion Pharmaceuticals (RXRX) and medical imaging developer Nano-X Imaging (NNOX)).</p><p>Nvidia first invested in SoundHound in 2017 when it participated in a $75M funding round to help it grow internationally. Since then, it has acquired roughly 1.73M shares worth $3.67M, a pittance to a company worth roughly <em>$1.8 trillion</em>.</p><p>However, with AI increasingly playing a role in every facet of society, Nvidia is putting its money where its mouth is and helping usher in the era of AI, particularly in areas that consumers interact with everyday.</p><p>SoundHound&#39;s Pillar 1 performance includes autos, televisions and devices connected to the internet, including partnerships with Stellantis (STLA) in Europe and Hyundai in the U.S. It also offers AI voice customer solutions, with retailers like Jersey Mike&#39;s and Krispy Kreme integrating the offerings into their stores.</p><p>And now with Nvidia firmly behind the Santa Clara, Calif-based company, SoundHound is believed to be in a &#34;strong position&#34; to go after the AI chatbot market this year and beyond as more use cases come to fruition, Ives said.</p></body></html>","source":"seekingalpha_hot_news","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 SoundHound Investment Could Be the Start of Something Much Bigger</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 SoundHound Investment Could Be the Start of Something Much Bigger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-18 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4067665-nvidias-soundhound-investment-could-be-the-start-of-something-much-bigger><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm SoundHound AI  — could wind up being just the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4067665-nvidias-soundhound-investment-could-be-the-start-of-something-much-bigger\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4581":"高盛持仓","NVDA":"英伟达","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","SOUN":"SoundHound AI Inc","BK4588":"碎股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4539":"次新股","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4139":"生物科技","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4196":"保健护理服务","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4082":"医疗保健设备","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能"},"source_url":"https://seekingalpha.com/news/4067665-nvidias-soundhound-investment-could-be-the-start-of-something-much-bigger","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412671757","content_text":"Nvidia's announcement that it had made strategic investments into several artificial intelligence-linked companies — including voice AI recognition firm SoundHound AI  — could wind up being just the start for the semiconductor giant, Wedbush Securities said.\"We view this as a positive indicator for the company as this investment now further solidifies the company's brand within the AI Revolution with the Godfather of AI Jensen [Huang] and NVDA now backing SOUN and we believe this could be the start of a broader investment into the company down the line which is a clear tailwind,\" analysts led by Dan Ives wrote in an investor note.The firm has an Outperform rating and $5 price target on SoundHound.(Nvidia also disclosed investments in Arm Holdings (ARM), Chinese self-driving truckmaker TuSimple (TSPH), biotech company Recursion Pharmaceuticals (RXRX) and medical imaging developer Nano-X Imaging (NNOX)).Nvidia first invested in SoundHound in 2017 when it participated in a $75M funding round to help it grow internationally. Since then, it has acquired roughly 1.73M shares worth $3.67M, a pittance to a company worth roughly $1.8 trillion.However, with AI increasingly playing a role in every facet of society, Nvidia is putting its money where its mouth is and helping usher in the era of AI, particularly in areas that consumers interact with everyday.SoundHound's Pillar 1 performance includes autos, televisions and devices connected to the internet, including partnerships with Stellantis (STLA) in Europe and Hyundai in the U.S. It also offers AI voice customer solutions, with retailers like Jersey Mike's and Krispy Kreme integrating the offerings into their stores.And now with Nvidia firmly behind the Santa Clara, Calif-based company, SoundHound is believed to be in a \"strong position\" to go after the AI chatbot market this year and beyond as more use cases come to fruition, Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267815431557256,"gmtCreate":1706415813075,"gmtModify":1706415817679,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Let's hope the results are as good as the expectations.&nbsp;","listText":"Let's hope the results are as good as the expectations.&nbsp;","text":"Let's hope the results are as good as the expectations.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267815431557256","repostId":"2406712208","repostType":4,"repost":{"id":"2406712208","kind":"highlight","pubTimestamp":1706410800,"share":"https://ttm.financial/m/news/2406712208?lang=&edition=fundamental","pubTime":"2024-01-28 11:00","market":"us","language":"en","title":"AMD: The Market Has Gone All-In On Stellar Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2406712208","media":"Seeking Alpha","summary":"AMD's stock has risen sharply ahead of its fourth-quarter earnings report, with expectations of strong growth in the data center.Analysts expect earnings to grow by 11.9% and revenue to grow by 9.5% i","content":"<html><head></head><body><ul style=\"\"><li><p>AMD&#39;s stock has risen sharply ahead of its fourth-quarter earnings report, with expectations of strong growth in the data center.</p></li><li><p>Analysts expect earnings to grow by 11.9% and revenue to grow by 9.5% in the fourth quarter.</p></li><li><p>The options market is extremely bullish on AMD, but there is a risk of a sharp decline in the stock if results do not meet heightened expectations.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a4eae30ea9d4af9aa428cfea271f4f3\" alt=\"StarZImages/iStock via Getty Images\" title=\"StarZImages/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>StarZImages/iStock via Getty Images</span></p><p>The market appears to have gone all in on Advanced Micro Devices, Inc. (NASDAQ:AMD), rising sharply after it reports results next week. If earnings and guidance beat expectations, a rally to $200 doesn&#39;t seem far-fetched, if earnings and guidance miss, an outcome similar to Intel and Tesla may await.</p><p>AMD will report fourth-quarter results on January 30 after the close of trading. Analysts see earnings growing by 11.9% this quarter to $0.77 per share, while revenue is expected to grow by 9.5% to $6.1 billion. Historically, adjusted gross margins are a big number for AMD and are expected to expand to 51.5% from 51% last year.</p><p>AMD&#39;s stock has rocketed higher in recent months as investors see a fortune in the stock driven by the growth of data centers and the increased usage of AMD&#39;s artificial intelligence GPUs. It sets expectations high for the data center business, with revenue expected to grow by 39% to $2.3 billion in the fourth quarter, while the client-side segment is expected to grow by 68% to $1.5 billion. The growth will need to be present in those two units because gaming is expected to decline by 24.2% to $1.2 billion, and the embedded unit will drop by 24% to $1 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0009002ea28600f19469d481c5f7d4e7\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"307\"/><span>Bloomberg</span></p><p>Guidance will be the key, especially if the stock should continue to gain. Analysts&#39; consensus estimates forecast earnings to grow by 14.8% in the first quarter to $0.69 per share, on revenue growth of 8.1% to $5.785 billion, as adjusted gross margins expand to 51.8% from 50% last year.</p><h2 id=\"id_2010315252\">Valuation Is Priced For Perfection</h2><p>Expectations are high for AMD based on the P/E ratio over the last twelve months of earnings, which has risen to more than 70 and only rose higher when the company emerged from years of lackluster results in 2018 and 2019. Also, the price-to-sales ratio has climbed to 13.2, levels not seen in a few years and, more importantly, at the upper end of the historical range. Given the stock&#39;s monstrous rise, there is no room for error when this company reports results.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448a9c18c0b06fb565261dbdaf8c79de\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"307\"/><span>Bloomberg</span></p><h2 id=\"id_2001888581\">Options Market Is Extremely Bullish</h2><p>The options market seems to be even more bullish than the stock market regarding AMD. With the stock trading around $180, the skew in implied volatility is clearly to own a move higher in the shares post results, as noted by the rising implied volatility the higher the stock price increases for the expiration date on February 2.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8859d91a0f27a72d9e647789f7d407e\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"257\"/><span>Bloomberg</span></p><p>Call volume in AMD has been heavy, and the 105% moneyness 1-month options are trading with a higher implied volatility level than the 95% moneyness 1-month options. The heavy call volume and the skew in the implied volatility level in AMD and the rising stock suggest that the stock is driven higher by the heavy demand to own upside calls in AMD.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286ce152360c8bdbd49b26518b2c2ed8\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"383\"/><span>Bloomberg</span></p><h2 id=\"id_232580122\">Too Much Optimism Could Be A Bad Thing</h2><p>But all of this bullish enthusiasm could hurt the stock after the report. Because heading into results, implied volatility tends to rise, and implied volatility tends to fall sharply after results. It means that options traders are paying a lot to own calls in AMD, and once the earnings pass, the IV in AMD will fall sharply.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49e51b3ad0ac666612d5dcdaf33e7dd6\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"283\"/><span>Bloomberg</span></p><p>So, while the demand to own calls going into the results is bullish, it could be bearish post-results because the value for all the calls will diminish once the IV falls. Right now, there is a massive build of call delta in AMD, and based on the profile of implied volatility, it would seem that most calls have likely been bought to open, which means the sellers of the calls are likely market makers who are hedged. If options traders were selling calls, the IV for AMD would decline the higher the stock price rises, which is not the case currently. Once the results hit, the IV will drop, and it will cause a repricing in the value of the calls, which means that hedges will need to be unwound, causing selling in the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36df49297f32204a45d5e0d5f1ca75b4\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"151\"/><span>Bloomberg</span></p><p>What this means is that AMD will need to report not only results that are good enough to compensate for large bullish expectations already built in, as noted by the stretched valuation of the shares on a historical basis, but will need to be good enough to overcome the very high level of optimism in the options market. In this case, a large amount of call gamma built up around the $185 strike price for February 2. The stock will need to clear the $185 level following results, or it will likely see a drift lower as implied volatility levels drop and hedging flows unwind.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2553557bfbbfa061031ebf0ad18e6b61\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"149\"/><span>Bloomberg</span></p><p>Going into results, the expectations for AMD are incredibly high, and the options market is betting on a decisive outcome. If the outcome is strong, it could lead to a push higher in the shares, leading to a test of $200. If the results do not meet the expectations or worse, the guidance is weak, which could result in a massive decline in the shares.</p><p>The market has placed a big bet on AMD reporting stellar results.</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>AMD: The Market Has Gone All-In On Stellar Results</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\">\nAMD: The Market Has Gone All-In On Stellar Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-28 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4665322-amd-the-market-has-gone-all-in-on-stellar-results><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD's stock has risen sharply ahead of its fourth-quarter earnings report, with expectations of strong growth in the data center.Analysts expect earnings to grow by 11.9% and revenue to grow by 9.5% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4665322-amd-the-market-has-gone-all-in-on-stellar-results\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4529":"IDC概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4575":"芯片概念","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4588":"碎股","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念"},"source_url":"https://seekingalpha.com/article/4665322-amd-the-market-has-gone-all-in-on-stellar-results","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2406712208","content_text":"AMD's stock has risen sharply ahead of its fourth-quarter earnings report, with expectations of strong growth in the data center.Analysts expect earnings to grow by 11.9% and revenue to grow by 9.5% in the fourth quarter.The options market is extremely bullish on AMD, but there is a risk of a sharp decline in the stock if results do not meet heightened expectations.StarZImages/iStock via Getty ImagesThe market appears to have gone all in on Advanced Micro Devices, Inc. (NASDAQ:AMD), rising sharply after it reports results next week. If earnings and guidance beat expectations, a rally to $200 doesn't seem far-fetched, if earnings and guidance miss, an outcome similar to Intel and Tesla may await.AMD will report fourth-quarter results on January 30 after the close of trading. Analysts see earnings growing by 11.9% this quarter to $0.77 per share, while revenue is expected to grow by 9.5% to $6.1 billion. Historically, adjusted gross margins are a big number for AMD and are expected to expand to 51.5% from 51% last year.AMD's stock has rocketed higher in recent months as investors see a fortune in the stock driven by the growth of data centers and the increased usage of AMD's artificial intelligence GPUs. It sets expectations high for the data center business, with revenue expected to grow by 39% to $2.3 billion in the fourth quarter, while the client-side segment is expected to grow by 68% to $1.5 billion. The growth will need to be present in those two units because gaming is expected to decline by 24.2% to $1.2 billion, and the embedded unit will drop by 24% to $1 billion.BloombergGuidance will be the key, especially if the stock should continue to gain. Analysts' consensus estimates forecast earnings to grow by 14.8% in the first quarter to $0.69 per share, on revenue growth of 8.1% to $5.785 billion, as adjusted gross margins expand to 51.8% from 50% last year.Valuation Is Priced For PerfectionExpectations are high for AMD based on the P/E ratio over the last twelve months of earnings, which has risen to more than 70 and only rose higher when the company emerged from years of lackluster results in 2018 and 2019. Also, the price-to-sales ratio has climbed to 13.2, levels not seen in a few years and, more importantly, at the upper end of the historical range. Given the stock's monstrous rise, there is no room for error when this company reports results.BloombergOptions Market Is Extremely BullishThe options market seems to be even more bullish than the stock market regarding AMD. With the stock trading around $180, the skew in implied volatility is clearly to own a move higher in the shares post results, as noted by the rising implied volatility the higher the stock price increases for the expiration date on February 2.BloombergCall volume in AMD has been heavy, and the 105% moneyness 1-month options are trading with a higher implied volatility level than the 95% moneyness 1-month options. The heavy call volume and the skew in the implied volatility level in AMD and the rising stock suggest that the stock is driven higher by the heavy demand to own upside calls in AMD.BloombergToo Much Optimism Could Be A Bad ThingBut all of this bullish enthusiasm could hurt the stock after the report. Because heading into results, implied volatility tends to rise, and implied volatility tends to fall sharply after results. It means that options traders are paying a lot to own calls in AMD, and once the earnings pass, the IV in AMD will fall sharply.BloombergSo, while the demand to own calls going into the results is bullish, it could be bearish post-results because the value for all the calls will diminish once the IV falls. Right now, there is a massive build of call delta in AMD, and based on the profile of implied volatility, it would seem that most calls have likely been bought to open, which means the sellers of the calls are likely market makers who are hedged. If options traders were selling calls, the IV for AMD would decline the higher the stock price rises, which is not the case currently. Once the results hit, the IV will drop, and it will cause a repricing in the value of the calls, which means that hedges will need to be unwound, causing selling in the stock.BloombergWhat this means is that AMD will need to report not only results that are good enough to compensate for large bullish expectations already built in, as noted by the stretched valuation of the shares on a historical basis, but will need to be good enough to overcome the very high level of optimism in the options market. In this case, a large amount of call gamma built up around the $185 strike price for February 2. The stock will need to clear the $185 level following results, or it will likely see a drift lower as implied volatility levels drop and hedging flows unwind.BloombergGoing into results, the expectations for AMD are incredibly high, and the options market is betting on a decisive outcome. If the outcome is strong, it could lead to a push higher in the shares, leading to a test of $200. If the results do not meet the expectations or worse, the guidance is weak, which could result in a massive decline in the shares.The market has placed a big bet on AMD reporting stellar results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269975802884120,"gmtCreate":1706921008580,"gmtModify":1706921014411,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Good spin offs for other companies. 😀","listText":"Good spin offs for other companies. 😀","text":"Good spin offs for other companies. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269975802884120","repostId":"2408610930","repostType":4,"repost":{"id":"2408610930","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":1706916587,"share":"https://ttm.financial/m/news/2408610930?lang=&edition=fundamental","pubTime":"2024-02-03 07:29","market":"sg","language":"en","title":"Nvidia's Stock Jumps 5% As the \"Clear Beneficiary\" of Meta's AI Spending Rush","url":"https://stock-news.laohu8.com/highlight/detail?id=2408610930","media":"Dow Jones","summary":"Shares of both Meta and Nvidia were easily on track to set new records Friday. Nvidia Corp. is the \"clear beneficiary\" of Meta Platforms Inc.'s rampant spending on artificial intelligence, according to an analyst.The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new \"outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development,\" Chief Financial Officer Susan Li said on Meta's  earnings call Thursday afternoon.Meta's talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling \"increasingly confident\" that Nvidia  will be able to deliver upside to its January-quarter results.While Meta shares were surging 22% in Friday trading and heading for a new record, Nvidia shares were experiencing a nice boost as well. The chip s","content":"<html><head></head><body><p>Nvidia Corp. is the &#34;clear beneficiary&#34; of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.&#39;s rampant spending on artificial intelligence, according to an analyst.</p><p>The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new &#34;outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development,&#34; Chief Financial Officer Susan Li said on Meta&#39;s (META) earnings call Thursday afternoon.</p><p>Meta&#39;s talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling &#34;increasingly confident&#34; that Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> will be able to deliver upside to its January-quarter results.</p><p>He also noted that while Meta didn&#39;t offer a forecast for capital spending beyond 2024, the company mentioned that the training and operation of future AI models will be even more compute intensive, albeit to an unknown extent. Chief Executive Mark Zuckerberg said that the company was &#34;playing to win.&#34;</p><p>While Meta shares surged 20% in Friday trading and hit a new record, Nvidia shares experienced a nice boost as well. The chip stock was up 5% in Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343d94aa825b63c76c3561c3cd16eeb\" tg-width=\"828\" tg-height=\"850\"/></p><p>Rakers saw other winners from Meta&#39;s AI spending as well, including Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Arista Networks Inc. <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG). Meta is deploying AMD&#39;s AI accelerator, Arista is a &#34;key beneficiary&#34; of Meta&#39;s adoption of Ethernet for back-end AI fabrics, and Pure Storage looks &#34;well positioned&#34; as a flash supplier.</p><p>AMD shares also gained over 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6cd3085421b8d01cf1be251e4fed7\" tg-width=\"824\" tg-height=\"830\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Jumps 5% As the \"Clear Beneficiary\" of Meta's AI Spending Rush</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 Stock Jumps 5% As the \"Clear Beneficiary\" of Meta's AI Spending Rush\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-03 07:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia Corp. is the &#34;clear beneficiary&#34; of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.&#39;s rampant spending on artificial intelligence, according to an analyst.</p><p>The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new &#34;outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development,&#34; Chief Financial Officer Susan Li said on Meta&#39;s (META) earnings call Thursday afternoon.</p><p>Meta&#39;s talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling &#34;increasingly confident&#34; that Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> will be able to deliver upside to its January-quarter results.</p><p>He also noted that while Meta didn&#39;t offer a forecast for capital spending beyond 2024, the company mentioned that the training and operation of future AI models will be even more compute intensive, albeit to an unknown extent. Chief Executive Mark Zuckerberg said that the company was &#34;playing to win.&#34;</p><p>While Meta shares surged 20% in Friday trading and hit a new record, Nvidia shares experienced a nice boost as well. The chip stock was up 5% in Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343d94aa825b63c76c3561c3cd16eeb\" tg-width=\"828\" tg-height=\"850\"/></p><p>Rakers saw other winners from Meta&#39;s AI spending as well, including Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Arista Networks Inc. <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG). Meta is deploying AMD&#39;s AI accelerator, Arista is a &#34;key beneficiary&#34; of Meta&#39;s adoption of Ethernet for back-end AI fabrics, and Pure Storage looks &#34;well positioned&#34; as a flash supplier.</p><p>AMD shares also gained over 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6cd3085421b8d01cf1be251e4fed7\" tg-width=\"824\" tg-height=\"830\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4512":"苹果概念","BK4549":"软银资本持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0079474960.USD":"联博美国增长基金A","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","META":"Meta Platforms, Inc.","BK4587":"ChatGPT概念","BK4566":"资本集团","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4575":"芯片概念","NVDA":"英伟达","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","PSTG":"Pure Storage Inc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","ANET":"Arista Networks, Inc.","AMD":"美国超微公司","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AMD.AU":"Arrow Minerals Ltd"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408610930","content_text":"Nvidia Corp. is the \"clear beneficiary\" of Meta Platforms Inc.'s rampant spending on artificial intelligence, according to an analyst.The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new \"outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development,\" Chief Financial Officer Susan Li said on Meta's (META) earnings call Thursday afternoon.Meta's talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling \"increasingly confident\" that Nvidia $(NVDA)$ will be able to deliver upside to its January-quarter results.He also noted that while Meta didn't offer a forecast for capital spending beyond 2024, the company mentioned that the training and operation of future AI models will be even more compute intensive, albeit to an unknown extent. Chief Executive Mark Zuckerberg said that the company was \"playing to win.\"While Meta shares surged 20% in Friday trading and hit a new record, Nvidia shares experienced a nice boost as well. The chip stock was up 5% in Friday trading.Rakers saw other winners from Meta's AI spending as well, including Advanced Micro Devices Inc. $(AMD)$, Arista Networks Inc. $(ANET)$ and Pure Storage Inc. (PSTG). Meta is deploying AMD's AI accelerator, Arista is a \"key beneficiary\" of Meta's adoption of Ethernet for back-end AI fabrics, and Pure Storage looks \"well positioned\" as a flash supplier.AMD shares also gained over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285119026389152,"gmtCreate":1710615223135,"gmtModify":1710615227498,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"A good read.&nbsp;","listText":"A good read.&nbsp;","text":"A good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285119026389152","repostId":"2419972203","repostType":4,"repost":{"id":"2419972203","kind":"highlight","pubTimestamp":1710585166,"share":"https://ttm.financial/m/news/2419972203?lang=&edition=fundamental","pubTime":"2024-03-16 18:32","market":"us","language":"en","title":"3 Brilliant Reasons to Buy Nvidia Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2419972203","media":"Motley Fool","summary":"Nvidia has a bright future despite its already stellar performance.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia has been an incredible outperformer over the past year.</p></li><li><p>The market is large enough for Nvidia to have strong, sustained growth levels.</p></li><li><p>The stock isn&#39;t as expensive as you might expect.</p></li></ul><p>Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.</p><p>But just because it has risen that much doesn&#39;t necessarily mean investors have missed out; you can always buy the stock now.</p><p>Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.</p><h2 id=\"id_1778833290\">1. GPU demand is still expanding</h2><p>Nvidia&#39;s primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they&#39;re also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.</p><p>As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia&#39;s business has soared. In its latest quarter, Nvidia&#39;s revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45261387ecadfe576f51ef4b4adc7ee3\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.</p><p>Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.</p><p>Just because Nvidia has experienced unbelievable growth doesn&#39;t mean it&#39;s done yet. But investors shouldn&#39;t expect revenue to triple like it did over the past year.</p><h2 id=\"id_4232355356\">2. The AI market is massive and has barely been integrated into workflows</h2><p>AI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.</p><p>GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.</p><p>These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.</p><p>The last piece of the puzzle is Nvidia&#39;s H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.</p><p>We&#39;re in the early innings of AI affecting work, and Nvidia is set to capitalize.</p><h2 id=\"id_884098380\">3. The stock isn&#39;t as expensive as you&#39;d think</h2><p>The previous two reasons don&#39;t involve the stock; they only concern the future. However, thanks to Nvidia&#39;s growth, the stock isn&#39;t as expensive as it used to be.</p><p>When a company is undergoing a massive transformation, it&#39;s useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn&#39;t perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/517956ffc13c8cac567cfafaa11913f7\" tg-width=\"720\" tg-height=\"456\"/></p><p>NVDA PE ratio data by YCharts.</p><p>While Nvidia&#39;s P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.</p><p>And when the world&#39;s largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia&#39;s stock price doesn&#39;t look all that bad.</p><p>Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.</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>3 Brilliant Reasons to Buy Nvidia Stock Right Now</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; 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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\">\n3 Brilliant Reasons to Buy Nvidia Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 18:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","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","BK4549":"软银资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NVDA":"英伟达","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4534":"瑞士信贷持仓","BK4523":"印度概念","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","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4543":"AI","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2024/03/15/3-brilliant-reasons-to-buy-nvidia-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419972203","content_text":"Nvidia has been an incredible outperformer over the past year.The market is large enough for Nvidia to have strong, sustained growth levels.The stock isn't as expensive as you might expect.Nvidia is a stock many investors have missed out on. Its unbelievable market outperformance started at the beginning of 2023 and continues well into 2024, with the stock up more than 480%.But just because it has risen that much doesn't necessarily mean investors have missed out; you can always buy the stock now.Many might be concerned about shares falling due to high expectations built into it. However, I can come up with three good reasons Nvidia is a buy right now, and investors of all opinions should consider these.1. GPU demand is still expandingNvidia's primary products are graphics processing units (GPUs), the hardware often tasked with complex computing, like engineering simulations or gaming graphics. But they're also useful for data gathering and training artificial intelligence (AI) models. That makes them a key factor in the AI revolution taking the world by storm.As companies rush to build data centers to increase computing capability and power these ever-improving models, Nvidia's business has soared. In its latest quarter, Nvidia's revenue was up 265% to $22.1 billion. This brought its revenue for the full-year 2024 (ending Jan. 28) to $60.9 billion. And many market analysts believe there is more in store for GPU production.NVDA revenue (TTM) data by YCharts; TTM = trailing 12 months.Precedence Research sees the GPU market expanding to $773 billion by 2032. Considering that Nvidia holds a firm grip on the GPU market, it will be the primary benefactor of this increase.Just because Nvidia has experienced unbelievable growth doesn't mean it's done yet. But investors shouldn't expect revenue to triple like it did over the past year.2. The AI market is massive and has barely been integrated into workflowsAI is all the rage in the stock market, but how many people use it in their daily work? The reality is that very few people have been affected by its power. But with AI going mainstream through digital assistants, that is about to change.GPUs will be needed to harness the power of these tools, which is another boost for Nvidia. More innovations will follow once the workforce becomes comfortable with using AI to improve productivity.These innovations will require more computing power because previous models are being run on existing infrastructure, so GPUs will once again benefit from AI proliferation.The last piece of the puzzle is Nvidia's H100 GPU. This is its flagship model, but the company is working on its replacement already. The H200 GPU is expected to launch in Q2 2024, and will essentially double the computing capacity for a single GPU compared to the H100. The increase in computing power and efficiency will drive many to upgrade, which will be another boost for the chipmaker. Additionally, it keeps Nvidia ahead of the competition, further cementing its place on top of the GPU world.We're in the early innings of AI affecting work, and Nvidia is set to capitalize.3. The stock isn't as expensive as you'd thinkThe previous two reasons don't involve the stock; they only concern the future. However, thanks to Nvidia's growth, the stock isn't as expensive as it used to be.When a company is undergoing a massive transformation, it's useful to look at the forward price-to-earnings (P/E) ratio, which uses analyst projections. This analysis isn't perfect, but it gives investors a better idea of where Nvidia is heading rather than looking at where it has been.NVDA PE ratio data by YCharts.While Nvidia's P/E ratio has been sky-high at times, its forward earnings have hovered around reasonable levels -- 38 times forward earnings is still a very expensive price tag for a stock, but it looks much more palatable than 78 times trailing earnings.And when the world's largest company, Microsoft, trades at 35 times forward earnings despite slower growth, Nvidia's stock price doesn't look all that bad.Investors are unlikely to see the incredible growth Nvidia experienced in 2023 again, but there is still plenty of room for steady, market-beating growth, which makes it a stock that investors can confidently invest in, even now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269949278912696,"gmtCreate":1706914544377,"gmtModify":1706914548714,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Very good read.&nbsp;","listText":"Very good read.&nbsp;","text":"Very good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269949278912696","repostId":"2403618226","repostType":2,"repost":{"id":"2403618226","kind":"highlight","pubTimestamp":1705078800,"share":"https://ttm.financial/m/news/2403618226?lang=&edition=fundamental","pubTime":"2024-01-13 01:00","market":"hk","language":"en","title":"Top ASX shares for beginner investors to buy in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2403618226","media":"MotleyFool","summary":"If your New Year's resolution is to focus on building a strong financial future, an investment in ASX shares is a great place to start.Consistent and long-term investing can help seriously grow your wealth over time. But taking the leap and actually buying your first stock can be challenging.We have enlisted the help of our Foolish writers!Now, bear in mind that most experts recommend owning a diversified and well-balanced portfolio of at least 15 stocks. But everyone has to start somewhere, right?So, here are the ASX shares our writers would buy first if they were kick-starting their investing journeys in 2024:. Vaneck Morningstar Wide Moat ETF , $783.67 million. Vanguard Australian Shares Index ETF , $14.08 billion. Why our Foolish writers think you should buy these ASX shares. I believe this is a great starter stock for beginner investors, as just buying a single ETF provides instant diversification.Secondly, getting involved in a profitable investment rather than a speculative one ","content":"<html><body><div>\n<p>If your New Year's resolution is to focus on building a strong financial future, an investment in ASX shares is a great place to start.</p>\n<p>Consistent and long-term investing can help seriously grow your wealth over time. But taking the leap and actually buying your first stock can be challenging.</p>\n<p>Fear not! We have enlisted the help of our Foolish writers! Now, bear in mind that most experts recommend owning a diversified and well-balanced portfolio of at least 15 stocks. But everyone has to start somewhere, right?</p>\n<p>So, here are the ASX shares our writers would buy first if they were kick-starting their investing journeys in 2024:</p>\n<h2><strong>6 ASX stock tips for new investors in 2024</strong></h2>\n<ul>\n<li><strong>Vaneck Morningstar Wide Moat ETF</strong> (ASX: MOAT), $783.67 million</li>\n<li><strong><a href=\"https://laohu8.com/S/AX1.AU\">Accent Group Ltd</a> </strong>(ASX: AX1), $1.20 billion</li>\n<li><strong><a href=\"https://laohu8.com/S/360.AU\">Life360</a> Inc</strong> (ASX: 360), $1.37 billion</li>\n<li><strong>Metcash Ltd</strong> (ASX: MTS), $3.49 billion</li>\n<li><strong><a href=\"https://laohu8.com/S/VAS.AU\">Vanguard Australian Shares</a> Index ETF</strong> (ASX: VAS), $14.08 billion</li>\n<li><strong>BHP Group Ltd</strong> (ASX: BHP), $241.83 billion</li>\n</ul>\n<p>(Market capitalisations as of 12 January 2024).</p>\n<h2><strong>Why our Foolish writers think you should buy these ASX shares</strong></h2>\n<h2><strong>Vaneck Morningstar Wide Moat ETF</strong></h2>\n<p><strong>What it does:</strong> This exchange-traded fund (ETF) provides exposure to a portfolio of US stocks that are constituents of the Morningstar Wide Moat Focus NR AUD Index.</p>\n<figure><img decoding=\"async\" height=\"312\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-91-663x312.png\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"663\"/><noscript><img decoding=\"async\" height=\"312\" sizes=\"(max-width: 663px) 100vw, 663px\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-91-663x312.png\" srcset=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-91-663x312.png 663w, https://www.fool.com.au/wp-content/uploads/2024/01/image-91-400x188.png 400w, https://www.fool.com.au/wp-content/uploads/2024/01/image-91-768x362.png 768w, https://www.fool.com.au/wp-content/uploads/2024/01/image-91.png 856w\" width=\"663\"/></noscript></figure>\n<p><strong>By Tony Yoo:</strong> The idea behind this ETF is that it will invest in US businesses that Morningstar has recognised as possessing competitive advantages, or what it calls a \"wide economic moat\". </p>\n<p>I believe this is a great starter stock for beginner investors, as just buying a single ETF provides instant diversification.</p>\n<p>The Wide Moat ETF has historically performed well, returning more than 15% per annum over the past five years. As a sweetener, the fund also pays out a small dividend that's averaged out to be around 2.4% per annum. </p>\n<p>Last year, it paid out a whopping 8.8% yield, which appears to be an anomaly.</p>\n<p><em>Motley Fool contributor Tony Yoo owns units of the Vaneck Morningstar Wide Moat ETF.</em> </p>\n<h2><strong><strong>Accent Group</strong> Ltd</strong></h2>\n<p><strong>What it does</strong>: Accent is home to many of Australia and New Zealand's most popular footwear and apparel brands. The company's network of 821 retail stores includes Platypus, The Athlete's Foot, Glue, and dozens of other household names. A retailer and distributor for more than 35 years, Accent has grown to reach 9.8 million customers in FY23.</p>\n<figure><img decoding=\"async\" height=\"311\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-92-663x311.png\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"663\"/><noscript><img decoding=\"async\" height=\"311\" sizes=\"(max-width: 663px) 100vw, 663px\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-92-663x311.png\" srcset=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-92-663x311.png 663w, https://www.fool.com.au/wp-content/uploads/2024/01/image-92-400x187.png 400w, https://www.fool.com.au/wp-content/uploads/2024/01/image-92-768x360.png 768w, https://www.fool.com.au/wp-content/uploads/2024/01/image-92.png 862w\" width=\"663\"/></noscript></figure>\n<p><strong>By <strong>Mitchell Lawler</strong></strong>:<strong> </strong>If I were making my first investment into the Australian share market, there are two qualities – in addition to solid fundamentals – that I'd seek for my inaugural portfolio addition, these being: </p>\n<ul>\n<li>A simple, tangible business</li>\n<li>Proven and profitable.</li>\n</ul>\n<p>I believe investing should be approached with a business-owner mindset. I wouldn't own a business I couldn't understand. Selling shoes and apparel is pretty straightforward, which means more time focusing on whether or not the company is doing a good job of it. </p>\n<p>Secondly, getting involved in a profitable investment rather than a speculative one should provide more insightful lessons. I'd argue that a pre-revenue business yields little more in investment education than what can be obtained at the race track. </p>\n<p>Coincidentally, Accent Group, with its impressive track record and modest earnings multiple, is also my top ASX share for January.</p>\n<p><em>Motley Fool contributor Mitchell Lawler does not own shares of Accent Group Ltd</em>.</p>\n<h2><strong>Life360 Inc</strong></h2>\n<p><strong>What it does:</strong> Life360 is the technology company behind the eponymous Life360 mobile app. It is a market-leading app for families with 58 million monthly active users. Its features include communications, driving safety, and location sharing.</p>\n<figure><img decoding=\"async\" height=\"309\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-93-663x309.png\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"663\"/><noscript><img decoding=\"async\" height=\"309\" loading=\"lazy\" sizes=\"(max-width: 663px) 100vw, 663px\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-93-663x309.png\" srcset=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-93-663x309.png 663w, https://www.fool.com.au/wp-content/uploads/2024/01/image-93-400x186.png 400w, https://www.fool.com.au/wp-content/uploads/2024/01/image-93-768x358.png 768w, https://www.fool.com.au/wp-content/uploads/2024/01/image-93.png 856w\" width=\"663\"/></noscript></figure>\n<p><strong>By <strong>James Mickleboro</strong>: </strong>I think that Life360 could be a great option for a beginner investor who has an interest in growth shares. That's because this Silicon Valley-based tech company has been growing at a rapid rate for a number of years and is tipped to continue this trend long into the future.</p>\n<p>For example, Goldman Sachs is forecasting a gross profit compound annual growth rate of 36% between FY22 and FY25. This is a quicker rate than its peer <strong>Duolingo</strong> (NASDAQ: DUOL), which trades on valuation multiples many times greater. I believe this is a sign that Life360 shares are significantly undervalued.</p>\n<p>Goldman agrees. It has a buy rating and $10.50 price target, which offers more than 50% upside from current levels.</p>\n<p><em>Motley Fool contributor James Mickleboro owns shares of Life360 Inc.</em></p>\n<h2><strong>Metcash Ltd</strong> </h2>\n<p><strong>What it does:</strong> Metcash supplies independent retailers around Australia, including IGA, IGA Liquor, Cellarbrations, The Bottle-O, Porters Liquor and state-based brands such as Thirsty Camel. It has a hardware division which includes Mitre 10, Home Timber &amp; Hardware, and Total Tools. Metcash also supports independent operators under Thrifty-Link Hardware and True Value Hardware.</p>\n<figure><img decoding=\"async\" height=\"312\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-94-663x312.png\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"663\"/><noscript><img decoding=\"async\" height=\"312\" loading=\"lazy\" sizes=\"(max-width: 663px) 100vw, 663px\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-94-663x312.png\" srcset=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-94-663x312.png 663w, https://www.fool.com.au/wp-content/uploads/2024/01/image-94-400x188.png 400w, https://www.fool.com.au/wp-content/uploads/2024/01/image-94-768x361.png 768w, https://www.fool.com.au/wp-content/uploads/2024/01/image-94.png 855w\" width=\"663\"/></noscript></figure>\n<p><strong>By <strong>Tristan Harrison</strong></strong>: Metcash is a very easy business to understand, and it has a long history of operations and stability.</p>\n<p>The company can benefit substantially from Australia's population growth because it means more potential customers. The hardware division has grown a great deal over the last few years, and a recovery of construction and renovation activity in the medium term would be a useful boost for profitability.</p>\n<p>Metcash has a low price-to-earnings (P/E) ratio and generous dividend payout ratio (70% of the underlying profit), resulting in an attractive valuation and a high dividend yield.</p>\n<p>According to Commsec, it's valued at under 13x FY24's estimated earnings and a grossed-up dividend yield of 8.1%.</p>\n<p><em>Motley Fool contributor Tristan Harrison owns shares of Metcash Ltd.</em></p>\n<h2><strong>Vanguard Australian Shares Index ETF</strong> </h2>\n<p><strong>What it does:</strong> The Vanguard Australian Shares ETF sticks to a simple index: the ASX 300. It holds 300 of the largest ASX shares within its portfolio, giving investors simple exposure to a broad slice of the Australian economy.</p>\n<figure><img decoding=\"async\" height=\"305\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-95-663x305.png\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"663\"/><noscript><img decoding=\"async\" height=\"305\" loading=\"lazy\" sizes=\"(max-width: 663px) 100vw, 663px\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-95-663x305.png\" srcset=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-95-663x305.png 663w, https://www.fool.com.au/wp-content/uploads/2024/01/image-95-400x184.png 400w, https://www.fool.com.au/wp-content/uploads/2024/01/image-95-768x353.png 768w, https://www.fool.com.au/wp-content/uploads/2024/01/image-95.png 861w\" width=\"663\"/></noscript></figure>\n<p><strong>By Sebastian Bowen</strong>: I've long advocated simple index funds for a beginner investor, given the almost non-existent risk of losing all of your money. </p>\n<p>This one from Vanguard is about as simple as it gets, holding the largest 300 shares on our stock exchange. That's everything from <strong><a href=\"https://laohu8.com/S/CBAPJ.AU\">Commonwealth Bank of Australia</a> </strong>(ASX: CBA) and <strong>Telstra Group Ltd </strong>(ASX: WOW) to <strong><a href=\"https://laohu8.com/S/COL.AU\">Coles Group</a> Ltd</strong> (ASX: COL) and <strong>JB Hi-Fi Ltd </strong>(ASX: JBH).</p>\n<p>You won't get rich overnight with this ETF, but that's exactly why it's perfect for a beginner. Investors can expect a decent long-term return (judging by its historical performance), as well as a strong stream of dividend income. </p>\n<p><em>Motley Fool contributor Sebastian Bowen owns shares of Telstra and the Vanguard Australian Shares ETF.</em></p>\n<h2><strong>BHP Group Ltd</strong> </h2>\n<p><strong>What it does:</strong> BHP is the world's biggest miner and the largest company listed on the ASX, with a market capitalisation of almost $242 billion.</p>\n<figure><img decoding=\"async\" height=\"319\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-96-663x319.png\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"663\"/><noscript><img decoding=\"async\" height=\"319\" loading=\"lazy\" sizes=\"(max-width: 663px) 100vw, 663px\" src=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-96-663x319.png\" srcset=\"https://www.fool.com.au/wp-content/uploads/2024/01/image-96-663x319.png 663w, https://www.fool.com.au/wp-content/uploads/2024/01/image-96-400x192.png 400w, https://www.fool.com.au/wp-content/uploads/2024/01/image-96-768x369.png 768w, https://www.fool.com.au/wp-content/uploads/2024/01/image-96.png 853w\" width=\"663\"/></noscript></figure>\n<p><strong>By <strong>Bronwyn Allen</strong></strong>: I think beginner investors should start with large-cap companies that offer earnings diversity and reliable, fully franked dividends. </p>\n<p>Their scale will give you peace of mind, allowing you to begin your investment journey without too much risk while you learn. </p>\n<p>BHP is the world's biggest mining company (based on market cap) and one of the world's best dividend payers. It digs up a variety of metals and minerals, including iron ore, copper, coal and nickel, which provides some diversity in earnings. </p>\n<p>Experts forecast BHP to pay $2.24 per share in dividends in FY24. Based on the current BHP share price, this equates to a dividend yield of 4.69%.</p>\n<p><em>Motley Fool contributor Bronwyn Allen owns shares of BHP Group Ltd. </em></p>\n</div></body></html>","source":"motleyfoolau_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>Top ASX shares for beginner investors to buy in 2024</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\">\nTop ASX shares for beginner investors to buy in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-13 01:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/01/13/top-asx-shares-for-beginner-investors-to-buy-in-2024/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If your New Year's resolution is to focus on building a strong financial future, an investment in ASX shares is a great place to start.\nConsistent and long-term investing can help seriously grow your ...</p>\n\n<a href=\"https://www.fool.com.au/2024/01/13/top-asx-shares-for-beginner-investors-to-buy-in-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETF.AU":"UBS IQ Research Preferred AU Share","BK7082":"大卖场与超市","JBH.AU":"JB HI-FI LTD","FDN":"First Trust Dow Jones Internet I","BK7021":"服装零售","MTS.AU":"METCASH LTD","BK7001":"电脑与电子产品零售","BK7016":"应用软件","BK4588":"碎股","BK4550":"红杉资本持仓","CBA.AU":"COMMONWEALTH BANK OF AUSTRAL","WOW.AU":"WOOLWORTHS GROUP LTD","BK7501":"新冠治疗股","BHP.AU":"BHP GROUP LTD","BK7095":"多种金属与采矿","COL.AU":"COLES GROUP LTD","XAO.AU":"标普/澳交所 普通股指数","VAS.AU":"VANGUARD AUST SHARES IDX ETF","XJO.AU":"标普/澳交所 200指数","DUOL":"多邻国","BK7135":"综合性银行","XKO.AU":"标普/澳交所 300指数","BK7507":"资源股","360.AU":"LIFE360 INC-CDI","BK7028":"食品分销商","BK7040":"食品零售","BK4539":"次新股","MOAT.AU":"VANECK MORNINGSTAR WIDE MOAT","AX1.AU":"ACCENT GROUP LTD","BK4204":"教育服务","BK7511":"ESG概念","BK4585":"ETF&股票定投概念"},"source_url":"https://www.fool.com.au/2024/01/13/top-asx-shares-for-beginner-investors-to-buy-in-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2403618226","content_text":"If your New Year's resolution is to focus on building a strong financial future, an investment in ASX shares is a great place to start.\nConsistent and long-term investing can help seriously grow your wealth over time. But taking the leap and actually buying your first stock can be challenging.\nFear not! We have enlisted the help of our Foolish writers! Now, bear in mind that most experts recommend owning a diversified and well-balanced portfolio of at least 15 stocks. But everyone has to start somewhere, right?\nSo, here are the ASX shares our writers would buy first if they were kick-starting their investing journeys in 2024:\n6 ASX stock tips for new investors in 2024\n\nVaneck Morningstar Wide Moat ETF (ASX: MOAT), $783.67 million\nAccent Group Ltd (ASX: AX1), $1.20 billion\nLife360 Inc (ASX: 360), $1.37 billion\nMetcash Ltd (ASX: MTS), $3.49 billion\nVanguard Australian Shares Index ETF (ASX: VAS), $14.08 billion\nBHP Group Ltd (ASX: BHP), $241.83 billion\n\n(Market capitalisations as of 12 January 2024).\nWhy our Foolish writers think you should buy these ASX shares\nVaneck Morningstar Wide Moat ETF\nWhat it does: This exchange-traded fund (ETF) provides exposure to a portfolio of US stocks that are constituents of the Morningstar Wide Moat Focus NR AUD Index.\n\nBy Tony Yoo: The idea behind this ETF is that it will invest in US businesses that Morningstar has recognised as possessing competitive advantages, or what it calls a \"wide economic moat\". \nI believe this is a great starter stock for beginner investors, as just buying a single ETF provides instant diversification.\nThe Wide Moat ETF has historically performed well, returning more than 15% per annum over the past five years. As a sweetener, the fund also pays out a small dividend that's averaged out to be around 2.4% per annum. \nLast year, it paid out a whopping 8.8% yield, which appears to be an anomaly.\nMotley Fool contributor Tony Yoo owns units of the Vaneck Morningstar Wide Moat ETF. \nAccent Group Ltd\nWhat it does: Accent is home to many of Australia and New Zealand's most popular footwear and apparel brands. The company's network of 821 retail stores includes Platypus, The Athlete's Foot, Glue, and dozens of other household names. A retailer and distributor for more than 35 years, Accent has grown to reach 9.8 million customers in FY23.\n\nBy Mitchell Lawler: If I were making my first investment into the Australian share market, there are two qualities – in addition to solid fundamentals – that I'd seek for my inaugural portfolio addition, these being: \n\nA simple, tangible business\nProven and profitable.\n\nI believe investing should be approached with a business-owner mindset. I wouldn't own a business I couldn't understand. Selling shoes and apparel is pretty straightforward, which means more time focusing on whether or not the company is doing a good job of it. \nSecondly, getting involved in a profitable investment rather than a speculative one should provide more insightful lessons. I'd argue that a pre-revenue business yields little more in investment education than what can be obtained at the race track. \nCoincidentally, Accent Group, with its impressive track record and modest earnings multiple, is also my top ASX share for January.\nMotley Fool contributor Mitchell Lawler does not own shares of Accent Group Ltd.\nLife360 Inc\nWhat it does: Life360 is the technology company behind the eponymous Life360 mobile app. It is a market-leading app for families with 58 million monthly active users. Its features include communications, driving safety, and location sharing.\n\nBy James Mickleboro: I think that Life360 could be a great option for a beginner investor who has an interest in growth shares. That's because this Silicon Valley-based tech company has been growing at a rapid rate for a number of years and is tipped to continue this trend long into the future.\nFor example, Goldman Sachs is forecasting a gross profit compound annual growth rate of 36% between FY22 and FY25. This is a quicker rate than its peer Duolingo (NASDAQ: DUOL), which trades on valuation multiples many times greater. I believe this is a sign that Life360 shares are significantly undervalued.\nGoldman agrees. It has a buy rating and $10.50 price target, which offers more than 50% upside from current levels.\nMotley Fool contributor James Mickleboro owns shares of Life360 Inc.\nMetcash Ltd \nWhat it does: Metcash supplies independent retailers around Australia, including IGA, IGA Liquor, Cellarbrations, The Bottle-O, Porters Liquor and state-based brands such as Thirsty Camel. It has a hardware division which includes Mitre 10, Home Timber & Hardware, and Total Tools. Metcash also supports independent operators under Thrifty-Link Hardware and True Value Hardware.\n\nBy Tristan Harrison: Metcash is a very easy business to understand, and it has a long history of operations and stability.\nThe company can benefit substantially from Australia's population growth because it means more potential customers. The hardware division has grown a great deal over the last few years, and a recovery of construction and renovation activity in the medium term would be a useful boost for profitability.\nMetcash has a low price-to-earnings (P/E) ratio and generous dividend payout ratio (70% of the underlying profit), resulting in an attractive valuation and a high dividend yield.\nAccording to Commsec, it's valued at under 13x FY24's estimated earnings and a grossed-up dividend yield of 8.1%.\nMotley Fool contributor Tristan Harrison owns shares of Metcash Ltd.\nVanguard Australian Shares Index ETF \nWhat it does: The Vanguard Australian Shares ETF sticks to a simple index: the ASX 300. It holds 300 of the largest ASX shares within its portfolio, giving investors simple exposure to a broad slice of the Australian economy.\n\nBy Sebastian Bowen: I've long advocated simple index funds for a beginner investor, given the almost non-existent risk of losing all of your money. \nThis one from Vanguard is about as simple as it gets, holding the largest 300 shares on our stock exchange. That's everything from Commonwealth Bank of Australia (ASX: CBA) and Telstra Group Ltd (ASX: WOW) to Coles Group Ltd (ASX: COL) and JB Hi-Fi Ltd (ASX: JBH).\nYou won't get rich overnight with this ETF, but that's exactly why it's perfect for a beginner. Investors can expect a decent long-term return (judging by its historical performance), as well as a strong stream of dividend income. \nMotley Fool contributor Sebastian Bowen owns shares of Telstra and the Vanguard Australian Shares ETF.\nBHP Group Ltd \nWhat it does: BHP is the world's biggest miner and the largest company listed on the ASX, with a market capitalisation of almost $242 billion.\n\nBy Bronwyn Allen: I think beginner investors should start with large-cap companies that offer earnings diversity and reliable, fully franked dividends. \nTheir scale will give you peace of mind, allowing you to begin your investment journey without too much risk while you learn. \nBHP is the world's biggest mining company (based on market cap) and one of the world's best dividend payers. It digs up a variety of metals and minerals, including iron ore, copper, coal and nickel, which provides some diversity in earnings. \nExperts forecast BHP to pay $2.24 per share in dividends in FY24. Based on the current BHP share price, this equates to a dividend yield of 4.69%.\nMotley Fool contributor Bronwyn Allen owns shares of BHP Group Ltd.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269920398655696,"gmtCreate":1706907498266,"gmtModify":1706907502937,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"XRO is a great company.&nbsp;","listText":"XRO is a great company.&nbsp;","text":"XRO is a great company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269920398655696","repostId":"2408959525","repostType":2,"repost":{"id":"2408959525","kind":"highlight","pubTimestamp":1706907600,"share":"https://ttm.financial/m/news/2408959525?lang=&edition=fundamental","pubTime":"2024-02-03 05:00","market":"us","language":"en","title":"3 roaring ASX shares I'd hold for the next 20 years","url":"https://stock-news.laohu8.com/highlight/detail?id=2408959525","media":"MotleyFool","summary":"I think that buy-and-hold investing is the best way to grow your wealth in the share market.I'm not alone. Legendary investor Warren Buffett once quipped that his \"favourite holding period is forever\".And you only need to look at the Oracle of Omaha's success over multiple decades to see how effective the strategy can be.But not all shares will necessarily make great buy-and-hold investments. So, let's take a look at three roaring ASX shares that I would happily hold for the next 20 years.The first ASX share that I would buy and hold is the family safety app company Life360 Inc .Another ASX share that I would buy for the long term is Nextdc Ltd . It is one of the leading data centre operators in the Asia-Pacific region.Finally, I believe Xero Ltd  could be another ASX share to buy and hold for the long term.Goldman Sachs estimates that Xero's addressable market comprises more than 100 million small to medium-sized businesses worldwide, or NZ$76 billion in value. This compares to its cu","content":"<html><body><div>\n<p>I think that buy-and-hold investing is the best way to grow your wealth in the share market.</p>\n<p>I'm not alone. Legendary investor Warren Buffett once quipped that his \"favourite holding period is forever\".</p>\n<p>And you only need to look at the Oracle of Omaha's success over multiple decades to see how effective the strategy can be.</p>\n<p>But not all shares will necessarily make great buy-and-hold investments. So, let's take a look at three roaring ASX shares that I would happily hold for the next 20 years.</p>\n<h2>Buy and hold these ASX shares</h2>\n<p>The first ASX share that I would buy and hold is the family safety app company <strong><a href=\"https://laohu8.com/S/360.AU\">Life360</a> Inc</strong> (ASX: 360).</p>\n<p>Goldman Sachs analysts estimate that the company is \"exposed to a US$12bn global TAM with a large opportunity to expand its product suite, grow average revenue per paying circle (ARPPC), increase payer conversion, and lift penetration rates outside of the US.\"</p>\n<p>This gives Life360 a huge runway for growth over the next couple of decades.</p>\n<p>Another ASX share that I would buy for the long term is <strong><a href=\"https://laohu8.com/S/NXT.AU\">Nextdc</a> Ltd</strong> (ASX: NXT). It is one of the leading data centre operators in the Asia-Pacific region.</p>\n<p>With more data going to the cloud, data centre demand is expected to increase materially over the next decade. This should also be boosted further by the rise of generative artificial intelligence (AI) services like ChatGPT.</p>\n<p>Goldman Sachs highlights that the \"DC industry will benefit from a 'third wave of demand' with generative AI requiring 5-10x more compute vs. traditional search.\"</p>\n<p>This bodes well for NextDC's earnings growth over the next couple of decades, in my opinion.</p>\n<p>Finally, I believe <strong><a href=\"https://laohu8.com/S/XRO.AU\">Xero</a> Ltd</strong> (ASX: XRO) could be another ASX share to buy and hold for the long term.</p>\n<p>This is because the cloud accounting platform provider has a massive global market opportunity and a product that is regarded as the best in its class by many.</p>\n<p>Goldman Sachs estimates that Xero's addressable market comprises more than 100 million small to medium-sized businesses worldwide, or NZ$76 billion in value. This compares to its current subscriber base of approximately 4 million.</p>\n</div></body></html>","source":"motleyfoolau_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>3 roaring ASX shares I'd hold for the next 20 years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 roaring ASX shares I'd hold for the next 20 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-03 05:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/02/03/3-roaring-asx-shares-id-hold-for-the-next-20-years/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I think that buy-and-hold investing is the best way to grow your wealth in the share market.\nI'm not alone. Legendary investor Warren Buffett once quipped that his \"favourite holding period is forever...</p>\n\n<a href=\"https://www.fool.com.au/2024/02/03/3-roaring-asx-shares-id-hold-for-the-next-20-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"360.AU":"LIFE360 INC-CDI","BK7016":"应用软件","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK7043":"互联网服务与基础架构","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","BK4552":"Archegos爆仓风波概念","XRO.AU":"XERO LTD","LU0106831901.USD":"贝莱德世界金融基金A2","BK7503":"科技股","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","NXT.AU":"NEXTDC LTD","BK4585":"ETF&股票定投概念"},"source_url":"https://www.fool.com.au/2024/02/03/3-roaring-asx-shares-id-hold-for-the-next-20-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408959525","content_text":"I think that buy-and-hold investing is the best way to grow your wealth in the share market.\nI'm not alone. Legendary investor Warren Buffett once quipped that his \"favourite holding period is forever\".\nAnd you only need to look at the Oracle of Omaha's success over multiple decades to see how effective the strategy can be.\nBut not all shares will necessarily make great buy-and-hold investments. So, let's take a look at three roaring ASX shares that I would happily hold for the next 20 years.\nBuy and hold these ASX shares\nThe first ASX share that I would buy and hold is the family safety app company Life360 Inc (ASX: 360).\nGoldman Sachs analysts estimate that the company is \"exposed to a US$12bn global TAM with a large opportunity to expand its product suite, grow average revenue per paying circle (ARPPC), increase payer conversion, and lift penetration rates outside of the US.\"\nThis gives Life360 a huge runway for growth over the next couple of decades.\nAnother ASX share that I would buy for the long term is Nextdc Ltd (ASX: NXT). It is one of the leading data centre operators in the Asia-Pacific region.\nWith more data going to the cloud, data centre demand is expected to increase materially over the next decade. This should also be boosted further by the rise of generative artificial intelligence (AI) services like ChatGPT.\nGoldman Sachs highlights that the \"DC industry will benefit from a 'third wave of demand' with generative AI requiring 5-10x more compute vs. traditional search.\"\nThis bodes well for NextDC's earnings growth over the next couple of decades, in my opinion.\nFinally, I believe Xero Ltd (ASX: XRO) could be another ASX share to buy and hold for the long term.\nThis is because the cloud accounting platform provider has a massive global market opportunity and a product that is regarded as the best in its class by many.\nGoldman Sachs estimates that Xero's addressable market comprises more than 100 million small to medium-sized businesses worldwide, or NZ$76 billion in value. This compares to its current subscriber base of approximately 4 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269729806299344,"gmtCreate":1706860966930,"gmtModify":1706860972045,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Lots of negativity in this article! He's been wrong once....","listText":"Lots of negativity in this article! He's been wrong once....","text":"Lots of negativity in this article! He's been wrong once....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269729806299344","repostId":"2408554695","repostType":4,"repost":{"id":"2408554695","kind":"highlight","pubTimestamp":1706841662,"share":"https://ttm.financial/m/news/2408554695?lang=&edition=fundamental","pubTime":"2024-02-02 10:41","market":"us","language":"en","title":"Nvidia: Was My Late-Summer Crash Call Wrong Or Early?","url":"https://stock-news.laohu8.com/highlight/detail?id=2408554695","media":"seekingalpha","summary":"Wall Street analyst consensus estimates FY 2026 will DOUBLE FY 2024 levels , which should outline a near TRIPLE of 2022-23 numbers. With all the euphoria floating around this stock, mentioning the fact competition may not allow such a large increase instantly gets booed as impossible. That's how investors think during the tail-end of an incredible upsurge for a particular stock or industry. Seeking Alpha Table - NVIDIA, Analyst Estimates for FY 2024-26, Made February 1st, 2024 For a forward 1-year valuation on projected earnings yield, bulls point to the fact that 2025-26 numbers should provide a decent 3% to 4% rate for buyers around $600 per share today. I will admit if the current forecast for growth comes to fruition,","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation&#39;s stock price gain of +45% since August makes a steep sell-off in 2024 more likely, not less.</p></li><li><p>Overvaluation stats and the cyclical nature of Nvidia&#39;s business model are reasons for serious concern.</p></li><li><p>Increasing AI-chip competition and a potential recession should lead to sliding earnings growth rates and a material drop in share pricing.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/334c39406b53dc6daab6a3f6cd586997\" tg-width=\"750\" tg-height=\"500\"/></p><p>I made a bold call in late summer here that <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) would crash and burn into the beginning of 2024. Well, I will admit such did not exactly play out for investors. Instead, the share price rose from $423 to $615 yesterday, good for a +45% jump in value. However, my long-term view hasn&#39;t changed that a wicked sell-off in shares is approaching.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1b8b0a6c3a78ff6ad3b9b648be44c5\" tg-width=\"635\" tg-height=\"424\"/></p><p>YCharts - NVIDIA, 5 Years of Weekly Price Change</p><p></p><p>Why? Two factors are part of my thinking. The first is what everyone debates on a daily basis: the overvaluation on trailing fundamentals. The second and equally important reason is Nvidia operates a cyclical semiconductor business. With an equity market capitalization reaching for $1.5 trillion, you have to seriously ask yourself if this AI-chip craze valuation really deserves mention in the same league as less-cyclical <strong>Apple</strong> (AAPL), <strong>Microsoft</strong> (MSFT), <em>Alphabet-Google</em> (GOOG) (GOOGL), <em><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></em> (META), and <em>Amazon </em>(AMZN) for total company worth?</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40e06c8c72a3f09c0a55dc627bc944cf\" tg-width=\"635\" tg-height=\"524\"/></p><p>YCharts - NVIDIA vs. U.S. Big Tech Leaders, Equity Market Capitalization, Since 2014</p><p></p><p>Amazingly, believe it or not, Nvidia&#39;s share performance gain over 10 years (150x your investment from early 2014) has far surpassed the previous Big Tech growth darling of <em>Tesla</em> (TSLA), which is already fading markedly for investor returns from mushrooming competition. My argument is Nvidia will soon suffer the same fate, where competition reduces sales growth and crushes future expectations for earnings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c90cec89b8c063bbce8256c7258d118a\" tg-width=\"640\" tg-height=\"385\"/></p><p>StockCharts.com - NVIDIA, 18 Months of Daily Price &amp; Volume Changes</p><p></p><h2 id=\"id_890692222\">Crazy Overvaluation</h2><p>Without a doubt, the +450% Nvidia price gain from October 2022 has everyone questioning how high this stock can go in 2024. For some &#34;<em>gee whiz</em>&#34; stats, Nvidia by itself has increased the S&amp;P 500&#39;s (SP500) total value by +4% and the Wilshire 5000 stocks by +3% over the last 16 months!</p><p>Wall Street analyst consensus estimates FY 2026 will DOUBLE FY 2024 levels (January 2023 to January 2024), which should outline a near TRIPLE of 2022-23 numbers. With all the euphoria floating around this stock, mentioning the fact competition may not allow such a large increase instantly gets booed as impossible. That&#39;s how investors think during the tail-end of an incredible upsurge for a particular stock or industry.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bae531468d652ab0ad864ca7d8ef612\" tg-width=\"640\" tg-height=\"230\"/></p><p>Seeking Alpha Table - NVIDIA, Analyst Estimates for FY 2024-26, Made February 1st, 2024</p><p></p><p>For a forward 1-year valuation on projected earnings yield, bulls point to the fact that 2025-26 numbers should provide a decent 3% to 4% rate for buyers around $600 per share today. I will admit if the current forecast for growth comes to fruition, Nvidia will no longer be wildly overvalued, just mildly so. My gripe is a 2024-25 recession will bring less capital spending by big businesses, even on AI-projects, while other chips with comparable output will come to market. For example, <strong>Advanced Micro Devices</strong> (AMD) just launched a competing AI chip to meet strong demand in the marketplace. Many techies believe the AMD architecture might even be a better choice in the long run vs. Nvidia&#39;s high-end offerings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/335a030d563e23f901d232925d21c20c\" tg-width=\"635\" tg-height=\"524\"/></p><p>YCharts - NVIDIA vs. U.S. Big Tech Leaders, Forward 1-Year Earnings Yield, Since 2021</p><p></p><p>You have to gulp and accept the high-growth Nvidia story as gospel truth, or else the company is insanely overvalued. Let&#39;s look at a 10-year chart of price to trailing fundamentals. Whether reviewing earnings (81x), sales (34x), cash flow (81x), or tangible book value (55x), it&#39;s not hard to understand today&#39;s underlying company valuation metrics are between 4x and 15x the levels of early 2014. The current valuation is unstainable without massive sales and income expansion between 2024-25.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a066575394c128fcb37e0ff359b2baf3\" tg-width=\"635\" tg-height=\"473\"/></p><p>YCharts - NVIDIA, Basic Fundamental Ratio Analysis, Price to Trailing Results Since 2014</p><p></p><p>Seeking Alpha&#39;s <em>Quant Valuation Grade</em> system puts an &#34;F&#34; score on Nvidia, and I believe that is being generous. Compared to sector averages or the company&#39;s 5-year history, you are not getting much for your investment dollar upfront. It&#39;s the &#34;promise&#34; and estimates of outstanding growth you are purchasing.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86d8729b94884c760a35d014d4def681\" tg-width=\"640\" tg-height=\"657\"/></p><p>Seeking Alpha Table - NVIDIA, Quant Valuation Grade, February 1st, 2024</p><p></p><h2 id=\"id_716875038\">Ramping Semiconductor Competition</h2><p>I wrote an article in September 2022 here explaining Tesla&#39;s near monopoly in global electric vehicle production/demand would be a future risk to consider. Effectively, expanding competition would change its future in a bearish way, as Tesla&#39;s primary &#34;moat&#34; to protect the business disappeared. Today, worries about new EV entrants at the same or lower prices points than Tesla models are starting to sink in. Honestly, extensive competition into 2025 and a recession soon could cause earnings to disappear. Auto price cuts mixed with still rising production costs mean declining sales growth rates on top of sharply reduced operating margins will generate far less cash flow and income than bulls thought possible in late 2021. Truth be told, falling business earnings results/expectations are the end game of competitive market forces.</p><p>Over the last six months, all the leading semiconductor names and more have announced the development of inhouse AI chips to compete with NVIDIA. AMD, Google, Amazon, Apple, <em>Qualcomm</em> (QCOM),<strong> </strong><em>International Business Machines</em> (<a href=\"https://laohu8.com/S/IBM\">IBM</a>), <em>Intel </em>(INTC), and many others have begun spending tens of billions industrywide on research and future production. In the end, Nvidia&#39;s lead may look insurmountable, but it is not from a practical scientific standpoint. My view is that Nvidia stock could be topping as we speak on peak business growth &#34;rates,&#34; much like Tesla did during 2021.</p><h3 id=\"id_1460942993\">Cyclical History</h3><p>Even worse news for Nvidia cheerleaders is that the company has a track record of booms and busts in its operating results and stock quote. Below I have charted the last bust, where crypto mining chip demand peaked, and an industrywide slowdown smashed the stock quote between December 2021 and October 2022. Over 10 months, the quote fell from $320 to almost $100, good for a -70% investor bloodbath. I will note I correctly called for a drop from $300 in November 2021 here to a price closer to $100 in 2022.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93bae0e3eda3f81de212d759d0a3f895\" tg-width=\"635\" tg-height=\"424\"/></p><p>YCharts - NVIDIA, Daily Price Changes, December 2021 to October 2022</p><p></p><p>Another oversized dump came in late 2018. Between October and December 2018, Nvidia&#39;s share price plunged by -55%. Somewhat higher interest rates in America and results missing lofty expectations caused the implosion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed280997b66791c6318ec7af1f7a0570\" tg-width=\"635\" tg-height=\"424\"/></p><p>YCharts - NVIDIA, Daily Price Changes, September 2018 to May 2019</p><p></p><p>We can also review recession performance during 2000-02 and again in 2007-09. Measured from the middle of the 2000 Dotcom Tech bubble peak, Nvidia fell -80% from both its 2000 and 2001 high trades into late 2002. From late 2007 to late 2008, shares dropped an incredible -75%. Added together, buy-and-hold investors at the bubble peak in the year 2000 lost more than half their money (-65%) into the middle of 2010, a whole decade later!</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdc026289b9d64022bb4eb3f7944a03f\" tg-width=\"635\" tg-height=\"424\"/></p><p>YCharts - NVIDIA, Weekly Price Changes, Recessions Shaded, June 2000 to August 2010</p><p></p><h2 id=\"id_924027541\">Final Thoughts</h2><p>I would rate my August 2023 Nvidia crash call as both wrong and early. If a shocking share price decline under $300 is coming this year, selling now is still clearly the correct course of action for portfolio management.</p><p>The investment endgame in booms/manias is the higher a stock rises vs. its underlying long-term worth, the harder they eventually fall in the bust phase. The late-1990s Dotcom Tech bubble is perhaps the greatest example of how this works in modern times. Can bulls make a valuation argument that high growth deserves a high valuation? Sure, but if that growth reverses into minor expansion rates, or heaven forbid negative growth in a severe economic recession with mushrooming competition later in 2024 and all of 2025, Nvidia is a prime candidate for horrific investment returns going forward. I am talking about significant investor losses for those unfortunate individuals buying above $600 per share, stretched out over several years, with the lingering potential for a rapid crash in price of -50% to -60%.</p><p>Please don&#39;t say it cannot happen! Tesla&#39;s fall from grace, slipping from $410 a share in November 2021 to $185 currently (-55%) is a testament to the ill effects of losing a near-monopoly position in today&#39;s highly competitive world of technology design and sales.</p><p>Net insider sales are continuing, which isn&#39;t the best vote of confidence by management for Nvidia shareholders. While insider sales are not screaming to get out of the stock, those running the company are happy to liquidate stakes at extended 2023 and 2024 pricing.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c9f05a4b55853cc8f7c83e38c850cc7\" tg-width=\"640\" tg-height=\"457\"/></p><p>Nasdaq.com - NVIDIA, Insider Transactions, 12 Months</p><p></p><p>How could Nvidia continue to rise in price during 2024? That&#39;s the question everyone is asking themselves. My view is it will be quite difficult to remain above $600.</p><p>A long list of improbable events will have to play out to create any type of meaningful gain in NVIDIA. We need to avoid recession is #1, which I feel may be an inevitable economic bummer for everyone in America from the ongoing credit/bank liquidity contraction taking place since the summertime.</p><p>The U.S. stock market and related sentiment about the AI future needs to stay abnormally elevated. I remain worried both of these ingredients are unstainable in January 2024. Any type of black swan event from rising crude oil prices on Middle East war, China getting serious about preparing for an attack on Taiwan, Russia invading a NATO-backed Baltic state, Texas seceding from the Union, are just some examples of potential shakeups in the blind optimism visible on Wall Street today.</p><p>Finally, competition cannot under any circumstances invent cheaper and faster AI chips in 2024. If someone does, NVIDIA will crash.</p><p>Basically, a &#34;goldilocks&#34; scenario is now the prerequisite to hold up the Nvidia Corporation share quote. Since I am not a fan of fairy tales, I am keeping my <em>Strong Sell</em> rating from August for the stock. Either my bearish viewpoint will be redeemed, or my name will be mud later in the year with Nvidia bulls and long-time shareholders. I will take my chances.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Was My Late-Summer Crash Call Wrong Or Early?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Was My Late-Summer Crash Call Wrong Or Early?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-02 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4666890-nvidia-was-my-late-summer-crash-call-wrong-or-early><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's stock price gain of +45% since August makes a steep sell-off in 2024 more likely, not less.Overvaluation stats and the cyclical nature of Nvidia's business model are reasons for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4666890-nvidia-was-my-late-summer-crash-call-wrong-or-early\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4512":"苹果概念","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0823414478.USD":"法巴经典能源转换基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","NVDA":"英伟达","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4220":"综合零售"},"source_url":"https://seekingalpha.com/article/4666890-nvidia-was-my-late-summer-crash-call-wrong-or-early","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2408554695","content_text":"Nvidia Corporation's stock price gain of +45% since August makes a steep sell-off in 2024 more likely, not less.Overvaluation stats and the cyclical nature of Nvidia's business model are reasons for serious concern.Increasing AI-chip competition and a potential recession should lead to sliding earnings growth rates and a material drop in share pricing.I made a bold call in late summer here that Nvidia Corporation (NASDAQ:NVDA) would crash and burn into the beginning of 2024. Well, I will admit such did not exactly play out for investors. Instead, the share price rose from $423 to $615 yesterday, good for a +45% jump in value. However, my long-term view hasn't changed that a wicked sell-off in shares is approaching.YCharts - NVIDIA, 5 Years of Weekly Price ChangeWhy? Two factors are part of my thinking. The first is what everyone debates on a daily basis: the overvaluation on trailing fundamentals. The second and equally important reason is Nvidia operates a cyclical semiconductor business. With an equity market capitalization reaching for $1.5 trillion, you have to seriously ask yourself if this AI-chip craze valuation really deserves mention in the same league as less-cyclical Apple (AAPL), Microsoft (MSFT), Alphabet-Google (GOOG) (GOOGL), Meta Platforms (META), and Amazon (AMZN) for total company worth?YCharts - NVIDIA vs. U.S. Big Tech Leaders, Equity Market Capitalization, Since 2014Amazingly, believe it or not, Nvidia's share performance gain over 10 years (150x your investment from early 2014) has far surpassed the previous Big Tech growth darling of Tesla (TSLA), which is already fading markedly for investor returns from mushrooming competition. My argument is Nvidia will soon suffer the same fate, where competition reduces sales growth and crushes future expectations for earnings.StockCharts.com - NVIDIA, 18 Months of Daily Price & Volume ChangesCrazy OvervaluationWithout a doubt, the +450% Nvidia price gain from October 2022 has everyone questioning how high this stock can go in 2024. For some \"gee whiz\" stats, Nvidia by itself has increased the S&P 500's (SP500) total value by +4% and the Wilshire 5000 stocks by +3% over the last 16 months!Wall Street analyst consensus estimates FY 2026 will DOUBLE FY 2024 levels (January 2023 to January 2024), which should outline a near TRIPLE of 2022-23 numbers. With all the euphoria floating around this stock, mentioning the fact competition may not allow such a large increase instantly gets booed as impossible. That's how investors think during the tail-end of an incredible upsurge for a particular stock or industry.Seeking Alpha Table - NVIDIA, Analyst Estimates for FY 2024-26, Made February 1st, 2024For a forward 1-year valuation on projected earnings yield, bulls point to the fact that 2025-26 numbers should provide a decent 3% to 4% rate for buyers around $600 per share today. I will admit if the current forecast for growth comes to fruition, Nvidia will no longer be wildly overvalued, just mildly so. My gripe is a 2024-25 recession will bring less capital spending by big businesses, even on AI-projects, while other chips with comparable output will come to market. For example, Advanced Micro Devices (AMD) just launched a competing AI chip to meet strong demand in the marketplace. Many techies believe the AMD architecture might even be a better choice in the long run vs. Nvidia's high-end offerings.YCharts - NVIDIA vs. U.S. Big Tech Leaders, Forward 1-Year Earnings Yield, Since 2021You have to gulp and accept the high-growth Nvidia story as gospel truth, or else the company is insanely overvalued. Let's look at a 10-year chart of price to trailing fundamentals. Whether reviewing earnings (81x), sales (34x), cash flow (81x), or tangible book value (55x), it's not hard to understand today's underlying company valuation metrics are between 4x and 15x the levels of early 2014. The current valuation is unstainable without massive sales and income expansion between 2024-25.YCharts - NVIDIA, Basic Fundamental Ratio Analysis, Price to Trailing Results Since 2014Seeking Alpha's Quant Valuation Grade system puts an \"F\" score on Nvidia, and I believe that is being generous. Compared to sector averages or the company's 5-year history, you are not getting much for your investment dollar upfront. It's the \"promise\" and estimates of outstanding growth you are purchasing.Seeking Alpha Table - NVIDIA, Quant Valuation Grade, February 1st, 2024Ramping Semiconductor CompetitionI wrote an article in September 2022 here explaining Tesla's near monopoly in global electric vehicle production/demand would be a future risk to consider. Effectively, expanding competition would change its future in a bearish way, as Tesla's primary \"moat\" to protect the business disappeared. Today, worries about new EV entrants at the same or lower prices points than Tesla models are starting to sink in. Honestly, extensive competition into 2025 and a recession soon could cause earnings to disappear. Auto price cuts mixed with still rising production costs mean declining sales growth rates on top of sharply reduced operating margins will generate far less cash flow and income than bulls thought possible in late 2021. Truth be told, falling business earnings results/expectations are the end game of competitive market forces.Over the last six months, all the leading semiconductor names and more have announced the development of inhouse AI chips to compete with NVIDIA. AMD, Google, Amazon, Apple, Qualcomm (QCOM), International Business Machines (IBM), Intel (INTC), and many others have begun spending tens of billions industrywide on research and future production. In the end, Nvidia's lead may look insurmountable, but it is not from a practical scientific standpoint. My view is that Nvidia stock could be topping as we speak on peak business growth \"rates,\" much like Tesla did during 2021.Cyclical HistoryEven worse news for Nvidia cheerleaders is that the company has a track record of booms and busts in its operating results and stock quote. Below I have charted the last bust, where crypto mining chip demand peaked, and an industrywide slowdown smashed the stock quote between December 2021 and October 2022. Over 10 months, the quote fell from $320 to almost $100, good for a -70% investor bloodbath. I will note I correctly called for a drop from $300 in November 2021 here to a price closer to $100 in 2022.YCharts - NVIDIA, Daily Price Changes, December 2021 to October 2022Another oversized dump came in late 2018. Between October and December 2018, Nvidia's share price plunged by -55%. Somewhat higher interest rates in America and results missing lofty expectations caused the implosion.YCharts - NVIDIA, Daily Price Changes, September 2018 to May 2019We can also review recession performance during 2000-02 and again in 2007-09. Measured from the middle of the 2000 Dotcom Tech bubble peak, Nvidia fell -80% from both its 2000 and 2001 high trades into late 2002. From late 2007 to late 2008, shares dropped an incredible -75%. Added together, buy-and-hold investors at the bubble peak in the year 2000 lost more than half their money (-65%) into the middle of 2010, a whole decade later!YCharts - NVIDIA, Weekly Price Changes, Recessions Shaded, June 2000 to August 2010Final ThoughtsI would rate my August 2023 Nvidia crash call as both wrong and early. If a shocking share price decline under $300 is coming this year, selling now is still clearly the correct course of action for portfolio management.The investment endgame in booms/manias is the higher a stock rises vs. its underlying long-term worth, the harder they eventually fall in the bust phase. The late-1990s Dotcom Tech bubble is perhaps the greatest example of how this works in modern times. Can bulls make a valuation argument that high growth deserves a high valuation? Sure, but if that growth reverses into minor expansion rates, or heaven forbid negative growth in a severe economic recession with mushrooming competition later in 2024 and all of 2025, Nvidia is a prime candidate for horrific investment returns going forward. I am talking about significant investor losses for those unfortunate individuals buying above $600 per share, stretched out over several years, with the lingering potential for a rapid crash in price of -50% to -60%.Please don't say it cannot happen! Tesla's fall from grace, slipping from $410 a share in November 2021 to $185 currently (-55%) is a testament to the ill effects of losing a near-monopoly position in today's highly competitive world of technology design and sales.Net insider sales are continuing, which isn't the best vote of confidence by management for Nvidia shareholders. While insider sales are not screaming to get out of the stock, those running the company are happy to liquidate stakes at extended 2023 and 2024 pricing.Nasdaq.com - NVIDIA, Insider Transactions, 12 MonthsHow could Nvidia continue to rise in price during 2024? That's the question everyone is asking themselves. My view is it will be quite difficult to remain above $600.A long list of improbable events will have to play out to create any type of meaningful gain in NVIDIA. We need to avoid recession is #1, which I feel may be an inevitable economic bummer for everyone in America from the ongoing credit/bank liquidity contraction taking place since the summertime.The U.S. stock market and related sentiment about the AI future needs to stay abnormally elevated. I remain worried both of these ingredients are unstainable in January 2024. Any type of black swan event from rising crude oil prices on Middle East war, China getting serious about preparing for an attack on Taiwan, Russia invading a NATO-backed Baltic state, Texas seceding from the Union, are just some examples of potential shakeups in the blind optimism visible on Wall Street today.Finally, competition cannot under any circumstances invent cheaper and faster AI chips in 2024. If someone does, NVIDIA will crash.Basically, a \"goldilocks\" scenario is now the prerequisite to hold up the Nvidia Corporation share quote. Since I am not a fan of fairy tales, I am keeping my Strong Sell rating from August for the stock. Either my bearish viewpoint will be redeemed, or my name will be mud later in the year with Nvidia bulls and long-time shareholders. I will take my chances.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269547750985920,"gmtCreate":1706824515894,"gmtModify":1706824520516,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"WOW!🤩&nbsp;","listText":"WOW!🤩&nbsp;","text":"WOW!🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269547750985920","repostId":"2408667242","repostType":4,"repost":{"id":"2408667242","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":1706822460,"share":"https://ttm.financial/m/news/2408667242?lang=&edition=fundamental","pubTime":"2024-02-02 05:21","market":"us","language":"en","title":"Meta's Stock Soars 14% on Big Revenue and Earnings Gains, Strong Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2408667242","media":"Dow Jones","summary":"Facebook parent Meta Platforms Inc.'s stock soared 12% after hours Thursday on a surge in quarterly digital-advertising sales, and big beats on revenue and earnings.The company's board of directors also declared their first cash dividend of 50 cents a share, payable March 26.Meta  reported fiscal fourth-quarter net income of $14.02 billion, or $5.33 a share, compared with net income of $4.65 billion, or $1.76 a share, in the same quarter a year earlier.Revenue expanded 25% to $40.11 billion from $32.2 billion in the year-ago quarter.A bounce-back in advertising, the continued monetization of Instagram and Reels, and AI-fueled ad-targeting and measurement contributed to the quarter's performance. Meta's exemplary performance comes two days after a similarly strong quarter from Google parent Alphabet Inc.  .\"We had a good quarter as our community and business continue to grow,\" Meta Chief Executive Mark Zuckerberg said in a statement announcing the results. \"We've made a lot of progress ","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221789120923173915%22,%22type%22:1%7D\" title=\"Meta Q4 Earnings Conference Call\" target=\"_blank\">Meta Q4 Earnings Conference Call</a>】</p><p>Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.&#39;s stock soared 14% after hours Thursday on a surge in quarterly digital-advertising sales, and big beats on revenue and earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f82cc4b10082f013ea3c24daea496fd1\" tg-width=\"832\" tg-height=\"852\"/></p><p>The company&#39;s board of directors also declared their first cash dividend of 50 cents a share, payable March 26.</p><p>Meta (META) reported fiscal fourth-quarter net income of $14.02 billion, or $5.33 a share, compared with net income of $4.65 billion, or $1.76 a share, in the same quarter a year earlier.</p><p>Revenue expanded 25% to $40.11 billion from $32.2 billion in the year-ago quarter.</p><p>Analysts surveyed by FactSet had expected on average net income of $4.82 a share on revenue of $39.1 billion.</p><p>A bounce-back in advertising, the continued monetization of Instagram and Reels, and AI-fueled ad-targeting and measurement contributed to the quarter&#39;s performance. Meta&#39;s exemplary performance comes two days after a similarly strong quarter from Google parent Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>.</p><p>&#34;We had a good quarter as our community and business continue to grow,&#34; Meta Chief Executive Mark Zuckerberg said in a statement announcing the results. &#34;We&#39;ve made a lot of progress on our vision for advancing AI and the metaverse.&#34;</p><p>Meta executives forecast first-quarter revenue of between $34.5 billion and $37 billion, while analysts on average were expecting $33.9 billion, according to FactSet.</p><p>Facebook had 2.11 billion daily active users, up 6% from a year ago, and monthly active users improved 3% to 3.07 billion.</p><p>The company&#39;s year of efficiency also seems to have paid off: Headcount was slashed 22% to 67,317 in 2023.</p><p>Meta&#39;s stock improved 1.2% to $394.78 in Thursday&#39;s regular session. The stock has catapulted 109% over the past 12 months, while the broader S&amp;P 500 index SPX has increased 17%.</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>Meta's Stock Soars 14% on Big Revenue and Earnings Gains, Strong Outlook</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\">\nMeta's Stock Soars 14% on Big Revenue and Earnings Gains, Strong Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-02 05:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221789120923173915%22,%22type%22:1%7D\" title=\"Meta Q4 Earnings Conference Call\" target=\"_blank\">Meta Q4 Earnings Conference Call</a>】</p><p>Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.&#39;s stock soared 14% after hours Thursday on a surge in quarterly digital-advertising sales, and big beats on revenue and earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f82cc4b10082f013ea3c24daea496fd1\" tg-width=\"832\" tg-height=\"852\"/></p><p>The company&#39;s board of directors also declared their first cash dividend of 50 cents a share, payable March 26.</p><p>Meta (META) reported fiscal fourth-quarter net income of $14.02 billion, or $5.33 a share, compared with net income of $4.65 billion, or $1.76 a share, in the same quarter a year earlier.</p><p>Revenue expanded 25% to $40.11 billion from $32.2 billion in the year-ago quarter.</p><p>Analysts surveyed by FactSet had expected on average net income of $4.82 a share on revenue of $39.1 billion.</p><p>A bounce-back in advertising, the continued monetization of Instagram and Reels, and AI-fueled ad-targeting and measurement contributed to the quarter&#39;s performance. Meta&#39;s exemplary performance comes two days after a similarly strong quarter from Google parent Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>.</p><p>&#34;We had a good quarter as our community and business continue to grow,&#34; Meta Chief Executive Mark Zuckerberg said in a statement announcing the results. &#34;We&#39;ve made a lot of progress on our vision for advancing AI and the metaverse.&#34;</p><p>Meta executives forecast first-quarter revenue of between $34.5 billion and $37 billion, while analysts on average were expecting $33.9 billion, according to FactSet.</p><p>Facebook had 2.11 billion daily active users, up 6% from a year ago, and monthly active users improved 3% to 3.07 billion.</p><p>The company&#39;s year of efficiency also seems to have paid off: Headcount was slashed 22% to 67,317 in 2023.</p><p>Meta&#39;s stock improved 1.2% to $394.78 in Thursday&#39;s regular session. The stock has catapulted 109% over the past 12 months, while the broader S&amp;P 500 index SPX has increased 17%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408667242","content_text":"【Meta Q4 Earnings Conference Call】Facebook parent Meta Platforms Inc.'s stock soared 14% after hours Thursday on a surge in quarterly digital-advertising sales, and big beats on revenue and earnings.The company's board of directors also declared their first cash dividend of 50 cents a share, payable March 26.Meta (META) reported fiscal fourth-quarter net income of $14.02 billion, or $5.33 a share, compared with net income of $4.65 billion, or $1.76 a share, in the same quarter a year earlier.Revenue expanded 25% to $40.11 billion from $32.2 billion in the year-ago quarter.Analysts surveyed by FactSet had expected on average net income of $4.82 a share on revenue of $39.1 billion.A bounce-back in advertising, the continued monetization of Instagram and Reels, and AI-fueled ad-targeting and measurement contributed to the quarter's performance. Meta's exemplary performance comes two days after a similarly strong quarter from Google parent Alphabet Inc. $(GOOGL)$ $(GOOG)$.\"We had a good quarter as our community and business continue to grow,\" Meta Chief Executive Mark Zuckerberg said in a statement announcing the results. \"We've made a lot of progress on our vision for advancing AI and the metaverse.\"Meta executives forecast first-quarter revenue of between $34.5 billion and $37 billion, while analysts on average were expecting $33.9 billion, according to FactSet.Facebook had 2.11 billion daily active users, up 6% from a year ago, and monthly active users improved 3% to 3.07 billion.The company's year of efficiency also seems to have paid off: Headcount was slashed 22% to 67,317 in 2023.Meta's stock improved 1.2% to $394.78 in Thursday's regular session. The stock has catapulted 109% over the past 12 months, while the broader S&P 500 index SPX has increased 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270904495218968,"gmtCreate":1707176588283,"gmtModify":1707176593368,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Hopefully not too late to buy some.&nbsp;","listText":"Hopefully not too late to buy some.&nbsp;","text":"Hopefully not too late to buy some.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270904495218968","repostId":"2409450857","repostType":4,"repost":{"id":"2409450857","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":1707173041,"share":"https://ttm.financial/m/news/2409450857?lang=&edition=fundamental","pubTime":"2024-02-06 06:44","market":"us","language":"en","title":"Palantir Forecasts Strong 2024 Profit on Robust AI Demand, Shares Jump 17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2409450857","media":"Reuters","summary":"(Reuters) - Palantir Technologies forecast a full-year profit above Wall Street estimates on strong demand for its artificial intelligence offerings, sending the data analytics company's shares up mor","content":"<html><head></head><body><p>(Reuters) - Palantir Technologies forecast a full-year profit above Wall Street estimates on strong demand for its artificial intelligence offerings, sending the data analytics company&#39;s shares up more than 17% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c816880693a983c3aca42172d55de09d\" tg-width=\"795\" tg-height=\"622\"/></p><p>Enterprises are looking to build and deploy their own AI-backed offerings, helping demand for Palantir&#39;s products including its Artificial Intelligence Program, which CEO Alex Karp sees as the &#34;future&#34; of the company.</p><p>Palantir signed 103 deals of over $1 million each in the fourth quarter, Chief Revenue Officer Ryan Taylor told Reuters on Tuesday.</p><p>U.S. commercial revenue in the quarter ended Dec. 31 surged 70% to $131 million, compared with a 12% increase a year earlier.</p><p>The company said it expects 2024 U.S. commercial revenue above $640 million, projecting growth of at least 40%, compared with a 36% rise in 2023.</p><p>Fourth-quarter commercial revenue stood at $284 million, beating analysts&#39; average estimate of $270 million, according to LSEG data.</p><p>The company reported quarterly revenue of $608.4 million above estimates, and a record profit of $93.4 million.</p><p>However, growth at its mainstay government segment, which contributed more than half of total fourth-quarter revenue, has continued to slow. Government revenue grew 11% compared with a 23% jump a year earlier.</p><p>Analysts have flagged uncertainty in the recognition of revenue from government deals, citing &#34;lumpiness of government contracts&#34; as revenue from such deals likely shows up in the company&#39;s books without much consistency.</p><p>Last month, Palantir entered into an agreement with the Israeli Defense Ministry to provide technology as the war in Gaza continues.</p><p>On an adjusted basis, the company forecast 2024 profit between $834 million and $850 million, above LSEG estimates of $658.8 million. Its revenue forecast was in line with estimates.</p><p>But its current-quarter revenue forecast was below estimates. Revenue chief Taylor attributed this to seasonal weakness in the first three months of the year.</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>Palantir Forecasts Strong 2024 Profit on Robust AI Demand, Shares Jump 17%</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\">\nPalantir Forecasts Strong 2024 Profit on Robust AI Demand, Shares Jump 17%\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\">2024-02-06 06:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Palantir Technologies forecast a full-year profit above Wall Street estimates on strong demand for its artificial intelligence offerings, sending the data analytics company&#39;s shares up more than 17% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c816880693a983c3aca42172d55de09d\" tg-width=\"795\" tg-height=\"622\"/></p><p>Enterprises are looking to build and deploy their own AI-backed offerings, helping demand for Palantir&#39;s products including its Artificial Intelligence Program, which CEO Alex Karp sees as the &#34;future&#34; of the company.</p><p>Palantir signed 103 deals of over $1 million each in the fourth quarter, Chief Revenue Officer Ryan Taylor told Reuters on Tuesday.</p><p>U.S. commercial revenue in the quarter ended Dec. 31 surged 70% to $131 million, compared with a 12% increase a year earlier.</p><p>The company said it expects 2024 U.S. commercial revenue above $640 million, projecting growth of at least 40%, compared with a 36% rise in 2023.</p><p>Fourth-quarter commercial revenue stood at $284 million, beating analysts&#39; average estimate of $270 million, according to LSEG data.</p><p>The company reported quarterly revenue of $608.4 million above estimates, and a record profit of $93.4 million.</p><p>However, growth at its mainstay government segment, which contributed more than half of total fourth-quarter revenue, has continued to slow. Government revenue grew 11% compared with a 23% jump a year earlier.</p><p>Analysts have flagged uncertainty in the recognition of revenue from government deals, citing &#34;lumpiness of government contracts&#34; as revenue from such deals likely shows up in the company&#39;s books without much consistency.</p><p>Last month, Palantir entered into an agreement with the Israeli Defense Ministry to provide technology as the war in Gaza continues.</p><p>On an adjusted basis, the company forecast 2024 profit between $834 million and $850 million, above LSEG estimates of $658.8 million. Its revenue forecast was in line with estimates.</p><p>But its current-quarter revenue forecast was below estimates. Revenue chief Taylor attributed this to seasonal weakness in the first three months of the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4543":"AI","BK4023":"应用软件","BK4547":"WSB热门概念"},"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":"2409450857","content_text":"(Reuters) - Palantir Technologies forecast a full-year profit above Wall Street estimates on strong demand for its artificial intelligence offerings, sending the data analytics company's shares up more than 17% in extended trading.Enterprises are looking to build and deploy their own AI-backed offerings, helping demand for Palantir's products including its Artificial Intelligence Program, which CEO Alex Karp sees as the \"future\" of the company.Palantir signed 103 deals of over $1 million each in the fourth quarter, Chief Revenue Officer Ryan Taylor told Reuters on Tuesday.U.S. commercial revenue in the quarter ended Dec. 31 surged 70% to $131 million, compared with a 12% increase a year earlier.The company said it expects 2024 U.S. commercial revenue above $640 million, projecting growth of at least 40%, compared with a 36% rise in 2023.Fourth-quarter commercial revenue stood at $284 million, beating analysts' average estimate of $270 million, according to LSEG data.The company reported quarterly revenue of $608.4 million above estimates, and a record profit of $93.4 million.However, growth at its mainstay government segment, which contributed more than half of total fourth-quarter revenue, has continued to slow. Government revenue grew 11% compared with a 23% jump a year earlier.Analysts have flagged uncertainty in the recognition of revenue from government deals, citing \"lumpiness of government contracts\" as revenue from such deals likely shows up in the company's books without much consistency.Last month, Palantir entered into an agreement with the Israeli Defense Ministry to provide technology as the war in Gaza continues.On an adjusted basis, the company forecast 2024 profit between $834 million and $850 million, above LSEG estimates of $658.8 million. Its revenue forecast was in line with estimates.But its current-quarter revenue forecast was below estimates. Revenue chief Taylor attributed this to seasonal weakness in the first three months of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268025696588064,"gmtCreate":1706467048223,"gmtModify":1706467051169,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> Such a great company. Could definitely still be more surprises in earnings results.","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> Such a great company. Could definitely still be more surprises in earnings results.","text":"$Microsoft(MSFT)$ Such a great company. Could definitely still be more surprises in earnings results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268025696588064","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265911114686568,"gmtCreate":1705940139053,"gmtModify":1705940219880,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"I hope this filters through to other countries too.&nbsp;","listText":"I hope this filters through to other countries too.&nbsp;","text":"I hope this filters through to other countries too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265911114686568","repostId":"2405092035","repostType":4,"repost":{"id":"2405092035","kind":"highlight","pubTimestamp":1705922880,"share":"https://ttm.financial/m/news/2405092035?lang=&edition=fundamental","pubTime":"2024-01-22 19:28","market":"us","language":"en","title":"Meta Will Let EU Users Unlink Their Instagram, Facebook, and Messenger Info Ahead of DMA","url":"https://stock-news.laohu8.com/highlight/detail?id=2405092035","media":"The Verge","summary":"EU users will be able to unlink their Instagram and Facebook accounts, as well as other Meta services ahead of the bloc’s new Digital Markets Act (DMA) coming into force in March, the company has anno","content":"<html><head></head><body><div><p>EU users will be able to unlink their Instagram and Facebook accounts, as well as other Meta services ahead of the bloc’s new Digital Markets Act (DMA) coming into force in March, the company has announced. The changes will apply in the European Union, European Economic Area, and Switzerland, and notifications informing users of the change will appear in the coming weeks.</p></div><div><p>The changes mean that EU users will be able to use many of Meta’s services without their information being shared between them. People will be able to use Facebook Messenger as a stand-alone service without a Facebook account, for example, and if they’ve previously linked their Facebook and Instagram accounts they’ll be able to unlink them. (Meta’s help page notes that linking accounts like this is used for features like targeting ads, personalizing content recommendations, and sharing posts).</p></div><div><div><div></div><p>Less data linkage, but also less functionality</p></div></div><div><p>Facebook Marketplace and Facebook Gaming users will also be able to use these services without them drawing information from their main Facebook accounts, but in both cases Meta says this will lead to reduced functionality. If you use Marketplace without it using your Facebook information, for example, you’ll have to communicate with buyers and sellers over email rather than Facebook Messenger. Facebook Gaming users will be limited to single-player games if they unlink their Facebook information.</p></div><div><p>Meta’s news follows a similar announcement from Google, which said earlier this month that it would let users stop the sharing of data between services like Search, Youtube, Google Maps, and Chrome. In both cases the changes are the result of the DMA, which fully takes effect on March 6th. Meta and Google’s holding company Alphabet were among the list of six companies designated as “gatekeepers” under the DMA last September. </p></div><div><p>Today’s announcement comes after Meta also said in early December that it would no longer let Instagram and Facebook users send messages across services anywhere in the world, although in that case the company didn’t cite the DMA as the reason for the change. In November it also introduced an ad-free paid subscription option for Facebook and Instagram in the EU, citing unspecified regulation changes.</p></div><div><p>In addition to regulating how gatekeepers can share data between services, the DMA includes a broad range of rules that are designed to improve competition and level the playing field for businesses that rely on gatekeepers to offer their services. Other major changes that are expected in the EU as a result of the DMA include messaging services like WhatsApp and Facebook Messenger being made interoperable with competitors, and Apple being forced to open up iOS to sideloading.</p></div></body></html>","source":"theverge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Will Let EU Users Unlink Their Instagram, Facebook, and Messenger Info Ahead of DMA</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\">\nMeta Will Let EU Users Unlink Their Instagram, Facebook, and Messenger Info Ahead of DMA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theverge.com/2024/1/22/24046645/meta-facebook-instagram-messenger-digital-markets-act-unlinked><strong>The Verge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EU users will be able to unlink their Instagram and Facebook accounts, as well as other Meta services ahead of the bloc’s new Digital Markets Act (DMA) coming into force in March, the company has ...</p>\n\n<a href=\"https://www.theverge.com/2024/1/22/24046645/meta-facebook-instagram-messenger-digital-markets-act-unlinked\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.theverge.com/2024/1/22/24046645/meta-facebook-instagram-messenger-digital-markets-act-unlinked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405092035","content_text":"EU users will be able to unlink their Instagram and Facebook accounts, as well as other Meta services ahead of the bloc’s new Digital Markets Act (DMA) coming into force in March, the company has announced. The changes will apply in the European Union, European Economic Area, and Switzerland, and notifications informing users of the change will appear in the coming weeks.The changes mean that EU users will be able to use many of Meta’s services without their information being shared between them. People will be able to use Facebook Messenger as a stand-alone service without a Facebook account, for example, and if they’ve previously linked their Facebook and Instagram accounts they’ll be able to unlink them. (Meta’s help page notes that linking accounts like this is used for features like targeting ads, personalizing content recommendations, and sharing posts).Less data linkage, but also less functionalityFacebook Marketplace and Facebook Gaming users will also be able to use these services without them drawing information from their main Facebook accounts, but in both cases Meta says this will lead to reduced functionality. If you use Marketplace without it using your Facebook information, for example, you’ll have to communicate with buyers and sellers over email rather than Facebook Messenger. Facebook Gaming users will be limited to single-player games if they unlink their Facebook information.Meta’s news follows a similar announcement from Google, which said earlier this month that it would let users stop the sharing of data between services like Search, Youtube, Google Maps, and Chrome. In both cases the changes are the result of the DMA, which fully takes effect on March 6th. Meta and Google’s holding company Alphabet were among the list of six companies designated as “gatekeepers” under the DMA last September. Today’s announcement comes after Meta also said in early December that it would no longer let Instagram and Facebook users send messages across services anywhere in the world, although in that case the company didn’t cite the DMA as the reason for the change. In November it also introduced an ad-free paid subscription option for Facebook and Instagram in the EU, citing unspecified regulation changes.In addition to regulating how gatekeepers can share data between services, the DMA includes a broad range of rules that are designed to improve competition and level the playing field for businesses that rely on gatekeepers to offer their services. Other major changes that are expected in the EU as a result of the DMA include messaging services like WhatsApp and Facebook Messenger being made interoperable with competitors, and Apple being forced to open up iOS to sideloading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280315308966072,"gmtCreate":1709446895350,"gmtModify":1709446899142,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"What an uplifting article. So many wonderful people putting their wealth to such good use. 😀","listText":"What an uplifting article. So many wonderful people putting their wealth to such good use. 😀","text":"What an uplifting article. So many wonderful people putting their wealth to such good use. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280315308966072","repostId":"2416885079","repostType":4,"repost":{"id":"2416885079","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":1709430905,"share":"https://ttm.financial/m/news/2416885079?lang=&edition=fundamental","pubTime":"2024-03-03 09:55","market":"sg","language":"en","title":"The Friendship With Warren Buffett That Led to Her $1 Billion Donation","url":"https://stock-news.laohu8.com/highlight/detail?id=2416885079","media":"Dow Jones","summary":"At his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.\"May you live till Berkshire splits,\" toasted Warren Buffett.Ruth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of \"The Star-Spangled Banner.\" Her mother was a homemaker who also worked for the city's welfare department and an adoption agency for Black children. Philanthropy was in Ruth's blood. Before she was born, her parents were among the founders of a scholarship pr","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a17a31ae22030a62f1c28f3d03488b\" alt=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" title=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" tg-width=\"1278\" tg-height=\"1278\"/><span>Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK</span></p><p>At his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.</p><p>&#34;May you live till Berkshire splits,&#34; toasted Warren Buffett.</p><p>By then, Gottesman was not just one of Buffett&#39;s close friends and confidants but a significant shareholder in Berkshire Hathaway. He acquired his shares when an early business venture with Buffett and partner Charlie Munger merged with Berkshire in the 1970s. That turned out to be a billion-dollar development, as Berkshire&#39;s shares delivered a fortune to early investors.</p><p>Buffett never split Berkshire&#39;s original Class A shares and Gottesman lived until he was 96 years old. When he died in 2022, he left stock to Ruth and told her to do with it whatever she thought was right.</p><p>What she did captured the world&#39;s attention. She decided it would be right to donate $1 billion to the Albert Einstein College of Medicine to cover the tuition of every student in perpetuity, ensuring the school&#39;s future doctors will no longer have to pay hundreds of thousands of dollars for their medical education.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cdb46aaf6d0454677c6ad3cfe774549\" alt=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" title=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"467\"/><span>Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES</span></p><p>Her extraordinary gift announced this past week was decades in the making. Ruth Gottesman, 93, joined the Einstein faculty in 1968, not long after her late husband met Buffett. Their friendship led to a business partnership, an epic investment and, now, a tuition-free medical school.</p><p>&#34;I&#39;ve never seen anybody behave better with a billion dollars,&#34; Buffett said when reached by phone this past week.</p><p>The Gottesmans were among the friends and partners of Buffett who watched their early Berkshire investments compound over decades into millions and sometimes billions of dollars. Berkshire&#39;s Class A shares now trade above $600,000 apiece, up from roughly $150 when Gottesman acquired his stock through a merger. The company&#39;s Class B shares were rolled out in 1996 and trade around $400.</p><p>Buffett and Ruth Gottesman remain in touch to this day, and she told him of her plans to make this $1 billion gift, which instantly elevated a low-profile nonagenarian educator into the ranks of the world&#39;s leading philanthropists.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e29fbe5f3bea2fe9e2e3f5d573c3b566\" tg-width=\"962\" tg-height=\"730\"/></p><h2 id=\"id_2715987131\">Philanthropy in the family</h2><p>Ruth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of &#34;The Star-Spangled Banner.&#34; Her mother was a homemaker who also worked for the city&#39;s welfare department and an adoption agency for Black children. Philanthropy was in Ruth&#39;s blood. Before she was born, her parents were among the founders of a scholarship program for Maryland high-school students that still exists today. One of the formative moments of Ruth&#39;s life came when she was around 10 years old and her family took in another 10-year-old girl fleeing Nazi Germany during World War II.</p><p>&#34;She never said goodbye to her parents and she didn&#39;t know whether they would be alive after the war,&#34; Ruth Gottesman once said. &#34;That began a process of seeing others and feeling their pain.&#34;</p><p>When she graduated from Barnard College in 1952, Ruth had a hard time finding a job that suited her. She briefly worked as an assistant editor at a food magazine and gave secretarial school a whirl, but neither stuck. &#34;I flunked shorthand,&#34; she said. She enrolled at Columbia University&#39;s Teachers College, where she received a master&#39;s degree and then a doctorate in educational psychology. In 1968, she joined the Children&#39;s Evaluation and Rehabilitation Center at Einstein, where she developed evaluation and treatment programs for children with learning disabilities and started a program for adult literacy.</p><p>Meanwhile, she met Sandy Gottesman in 1948 and they married in 1950, when he graduated from business school and went to work on Wall Street. Early in his career, he began to hear about a guy in Omaha, Neb., who was similarly obsessed with buying undervalued stocks.</p><p>His name was Warren Buffett.</p><p>They met in 1962 and kept talking for the next 60 years.</p><p>&#34;From then on,&#34; Sandy Gottesman once said, &#34;it was a complete romance.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa35c5034a276c86bca7742db598d25\" alt=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" title=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" tg-width=\"700\" tg-height=\"467\"/><span>Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS</span></p><p>During a visit Gottesman made to Omaha to see Buffett, they began chatting in the afternoon and holed up in Buffett&#39;s office until 3 a.m. When they tried to leave, they discovered that the building&#39;s elevator bank had been gated off from its entrance. They were locked in the building until they found someone to let them out. &#34;It wouldn&#39;t have bothered us if we couldn&#39;t have gotten out,&#34; Buffett says today. When they couldn&#39;t talk in person, they spoke by phone on Sundays. By the time they hung up around midnight, Gottesman felt like he&#39;d chugged a double espresso. &#34;I was so stirred up and so excited I didn&#39;t go to sleep for a couple of hours,&#34; he said.</p><p>(Gottesman rarely spoke with the media, but he made an exception to discuss Buffett. Most of his comments in this article were taken from a 2016 interview with filmmaker Peter Kunhardt, who directed the HBO documentary &#34;Becoming Warren Buffett.&#34;)</p><p>Their personal friendship turned into a professional relationship by 1966, when Buffett was looking for companies to buy and Gottesman called him with an idea: What about buying a department store in Baltimore?</p><p>As it happened, the department store Hochschild Kohn was run by Ruth&#39;s extended family (her mother was a Kohn), and Sandy knew they were ready to sell. Buffett, Munger and Gottesman formed a company called Diversified Retailing and bought it.</p><p>It soon became clear they had made a big mistake.</p><p>&#34;We had a lemon on our hands,&#34; Buffett says.</p><p>Munger once put it another way: &#34;Buying Hochschild Kohn was like the story of a man who buys a yacht: The two happy days are the day he buys it and the day he sells it.&#34;</p><p>It was an especially happy day when Gottesman was able to resell the department store for only a minimal loss. They eventually turned a lemon into lemonade. The three partners merged Diversified, which by then owned a separate chain of women&#39;s clothing stores, into Berkshire at the end of 1978, handing Diversified stockholders a golden ticket: shares of Berkshire.</p><p>Over the years, Buffett acquired businesses from See&#39;s Candies to insurer Geico and placed successful bets on stocks like Apple, Coca-Cola and American Express, propelling Berkshire&#39;s growth into one of the most valuable U.S. companies.</p><p>Since the Diversified merger, Berkshire&#39;s stock has soared more than 400,000%, compared with the S&amp;P 500&#39;s total return of roughly 18,000%.</p><h2 id=\"id_3037843163\">&#39;Very, very, very bright&#39;</h2><p>Gottesman and Buffett&#39;s friendship lasted much longer than their ownership of the department store. &#34;We never had an argument or even a disagreement of any kind, and we were in a lousy business together to start,&#34; Buffett says. The one area where they couldn&#39;t agree was how they met. Gottesman always said that a mutual friend introduced them for lunch. Buffett insists they were supposed to play golf, which he remembers because his back gave out when he reached for his wallet to pay for gas on his way to the course. He thought about canceling, but he kept driving to meet Gottesman.</p><p>&#34;Not only did I become a good friend of Sandy&#39;s, but our wives became very good friends, and the families became friends with each other,&#34; Buffett says.</p><p>Buffett&#39;s first wife, Susie, was a singer. Ruth accompanied her on piano. When the Buffetts traveled to New York after the Berkshire annual meeting, they would end their trip with a visit to the Gottesmans, who called the part of their Rye, N.Y., house where their guests from Nebraska stayed &#34;the Buffett wing.&#34;</p><p>During one of those afternoons at the Gottesman home, Ruth shyly mentioned that she had just received her doctorate. Buffett knew she was &#34;very, very, very bright,&#34; he says, but he was impressed by her modesty. He told her that if he had gotten a doctorate, he would have bought a full-page ad in the newspaper. &#34;Ruth never wants to draw attention to herself,&#34; he said. &#34;She just isn&#39;t that sort of person.&#34;</p><p>Sandy Gottesman was the same way. He was elected to Berkshire&#39;s board in 2003 and remained a director until his death in 2022. But he spent most of his life allergic to publicity, almost never speaking with the press or explaining the decisions of First <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>, the investment company he founded in 1964 that manages more than $20 billion today. He said there was a reason he chose to remain under the radar. &#34;The only time a whale gets harpooned is when he surfaces,&#34; he said in an interview for his New York Times obituary.</p><h2 id=\"id_228430591\">&#39;The results have been spectacular&#39;</h2><p>Ruth Gottesman kept busy after she retired as a professor emerita in 2001, joining Einstein&#39;s board of trustees, serving as chair from 2007 to 2014 and returning to that leadership role in 2020.</p><p>She took some time after Sandy&#39;s death before she came up with an idea for how to use the Berkshire stock he left to her: to make Einstein tuition-free.</p><p>Einstein charges more than $60,000 a year in tuition, but living expenses bring the annual price of attending the four-year medical school in New York closer to $100,000. By making it more affordable, she&#39;s hoping to make it more accessible.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10479fed7743ff657a05c63901b9d23\" alt=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" title=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" tg-width=\"1260\" tg-height=\"840\"/><span>The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES</span></p><p>The Gottesmans were already major donors whose name can be found on institutions from the American Museum of Natural History to the Israel Aquarium. Ruth and Sandy also gave $25 million in 2008 to Einstein and had a research institute and teaching center named after them there.</p><p>But for one of the largest philanthropic contributions in the history of U.S. higher education, Gottesman wished to remain anonymous before she was persuaded to attach her name to the billion-dollar gift. When she agreed to be recognized, she made an unusual request: She asked that Einstein not be renamed in her honor. Since then, Gottesman has shied away from the spotlight, turning down media requests after granting an interview to the New York Times to explain her donation. </p><p style=\"text-align: start;\">She declined to comment for this article. </p><p style=\"text-align: start;\">Her lone appearance was in a packed auditorium on Monday morning at Einstein, where students assembled with no idea why they had been called to a mandatory meeting. The future doctors screamed, jumped out of their seats and cried when Gottesman made her announcement. </p><p style=\"text-align: start;\">Buffett wrote in a 2023 letter to shareholders of the pleasure that he and Munger, who died in November, took from watching “the vast flow of Berkshire-generated funds” to satisfying public needs, rather than “look-at-me assets and dynasty building.” Buffett pledged in 2006 to donate all of his Berkshire shares to philanthropy and said in 2021 that he was halfway there. His remaining shares, according to a November filing, are now worth around $130 billion.</p><p style=\"text-align: start;\">In his letter, Buffett highlighted the Berkshire investors who eventually give much of their money to philanthropic organizations which then work to “improve the lives of a great many people who are unrelated to the original benefactor.” </p><p style=\"text-align: start;\">“Sometimes,” he wrote, “the results have been spectacular.” </p><p style=\"text-align: start;\">Ruth Gottesman’s gift was one of those times. </p><p style=\"text-align: start;\">“She could change all these people’s lives by giving up something that wasn’t actually important to her and would be hugely important to thousands of people over time,” Buffett said this past week. </p><p style=\"text-align: start;\">Ruth has said that she thinks and hopes Sandy would be pleased by her decision. He once said that the Berkshire investment allowed the Gottesmans to make charitable gifts “that have brought joy to the whole family,” for which he owed Buffett more than a toast. </p><p style=\"text-align: start;\">“He’s had an enormous influence on my life,” he said, “and my wife’s life.”</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>The Friendship With Warren Buffett That Led to Her $1 Billion Donation</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\">\nThe Friendship With Warren Buffett That Led to Her $1 Billion Donation\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\">2024-03-03 09:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a17a31ae22030a62f1c28f3d03488b\" alt=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" title=\"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK\" tg-width=\"1278\" tg-height=\"1278\"/><span>Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCK</span></p><p>At his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.</p><p>&#34;May you live till Berkshire splits,&#34; toasted Warren Buffett.</p><p>By then, Gottesman was not just one of Buffett&#39;s close friends and confidants but a significant shareholder in Berkshire Hathaway. He acquired his shares when an early business venture with Buffett and partner Charlie Munger merged with Berkshire in the 1970s. That turned out to be a billion-dollar development, as Berkshire&#39;s shares delivered a fortune to early investors.</p><p>Buffett never split Berkshire&#39;s original Class A shares and Gottesman lived until he was 96 years old. When he died in 2022, he left stock to Ruth and told her to do with it whatever she thought was right.</p><p>What she did captured the world&#39;s attention. She decided it would be right to donate $1 billion to the Albert Einstein College of Medicine to cover the tuition of every student in perpetuity, ensuring the school&#39;s future doctors will no longer have to pay hundreds of thousands of dollars for their medical education.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cdb46aaf6d0454677c6ad3cfe774549\" alt=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" title=\"Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"467\"/><span>Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGES</span></p><p>Her extraordinary gift announced this past week was decades in the making. Ruth Gottesman, 93, joined the Einstein faculty in 1968, not long after her late husband met Buffett. Their friendship led to a business partnership, an epic investment and, now, a tuition-free medical school.</p><p>&#34;I&#39;ve never seen anybody behave better with a billion dollars,&#34; Buffett said when reached by phone this past week.</p><p>The Gottesmans were among the friends and partners of Buffett who watched their early Berkshire investments compound over decades into millions and sometimes billions of dollars. Berkshire&#39;s Class A shares now trade above $600,000 apiece, up from roughly $150 when Gottesman acquired his stock through a merger. The company&#39;s Class B shares were rolled out in 1996 and trade around $400.</p><p>Buffett and Ruth Gottesman remain in touch to this day, and she told him of her plans to make this $1 billion gift, which instantly elevated a low-profile nonagenarian educator into the ranks of the world&#39;s leading philanthropists.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e29fbe5f3bea2fe9e2e3f5d573c3b566\" tg-width=\"962\" tg-height=\"730\"/></p><h2 id=\"id_2715987131\">Philanthropy in the family</h2><p>Ruth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of &#34;The Star-Spangled Banner.&#34; Her mother was a homemaker who also worked for the city&#39;s welfare department and an adoption agency for Black children. Philanthropy was in Ruth&#39;s blood. Before she was born, her parents were among the founders of a scholarship program for Maryland high-school students that still exists today. One of the formative moments of Ruth&#39;s life came when she was around 10 years old and her family took in another 10-year-old girl fleeing Nazi Germany during World War II.</p><p>&#34;She never said goodbye to her parents and she didn&#39;t know whether they would be alive after the war,&#34; Ruth Gottesman once said. &#34;That began a process of seeing others and feeling their pain.&#34;</p><p>When she graduated from Barnard College in 1952, Ruth had a hard time finding a job that suited her. She briefly worked as an assistant editor at a food magazine and gave secretarial school a whirl, but neither stuck. &#34;I flunked shorthand,&#34; she said. She enrolled at Columbia University&#39;s Teachers College, where she received a master&#39;s degree and then a doctorate in educational psychology. In 1968, she joined the Children&#39;s Evaluation and Rehabilitation Center at Einstein, where she developed evaluation and treatment programs for children with learning disabilities and started a program for adult literacy.</p><p>Meanwhile, she met Sandy Gottesman in 1948 and they married in 1950, when he graduated from business school and went to work on Wall Street. Early in his career, he began to hear about a guy in Omaha, Neb., who was similarly obsessed with buying undervalued stocks.</p><p>His name was Warren Buffett.</p><p>They met in 1962 and kept talking for the next 60 years.</p><p>&#34;From then on,&#34; Sandy Gottesman once said, &#34;it was a complete romance.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa35c5034a276c86bca7742db598d25\" alt=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" title=\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS\" tg-width=\"700\" tg-height=\"467\"/><span>Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESS</span></p><p>During a visit Gottesman made to Omaha to see Buffett, they began chatting in the afternoon and holed up in Buffett&#39;s office until 3 a.m. When they tried to leave, they discovered that the building&#39;s elevator bank had been gated off from its entrance. They were locked in the building until they found someone to let them out. &#34;It wouldn&#39;t have bothered us if we couldn&#39;t have gotten out,&#34; Buffett says today. When they couldn&#39;t talk in person, they spoke by phone on Sundays. By the time they hung up around midnight, Gottesman felt like he&#39;d chugged a double espresso. &#34;I was so stirred up and so excited I didn&#39;t go to sleep for a couple of hours,&#34; he said.</p><p>(Gottesman rarely spoke with the media, but he made an exception to discuss Buffett. Most of his comments in this article were taken from a 2016 interview with filmmaker Peter Kunhardt, who directed the HBO documentary &#34;Becoming Warren Buffett.&#34;)</p><p>Their personal friendship turned into a professional relationship by 1966, when Buffett was looking for companies to buy and Gottesman called him with an idea: What about buying a department store in Baltimore?</p><p>As it happened, the department store Hochschild Kohn was run by Ruth&#39;s extended family (her mother was a Kohn), and Sandy knew they were ready to sell. Buffett, Munger and Gottesman formed a company called Diversified Retailing and bought it.</p><p>It soon became clear they had made a big mistake.</p><p>&#34;We had a lemon on our hands,&#34; Buffett says.</p><p>Munger once put it another way: &#34;Buying Hochschild Kohn was like the story of a man who buys a yacht: The two happy days are the day he buys it and the day he sells it.&#34;</p><p>It was an especially happy day when Gottesman was able to resell the department store for only a minimal loss. They eventually turned a lemon into lemonade. The three partners merged Diversified, which by then owned a separate chain of women&#39;s clothing stores, into Berkshire at the end of 1978, handing Diversified stockholders a golden ticket: shares of Berkshire.</p><p>Over the years, Buffett acquired businesses from See&#39;s Candies to insurer Geico and placed successful bets on stocks like Apple, Coca-Cola and American Express, propelling Berkshire&#39;s growth into one of the most valuable U.S. companies.</p><p>Since the Diversified merger, Berkshire&#39;s stock has soared more than 400,000%, compared with the S&amp;P 500&#39;s total return of roughly 18,000%.</p><h2 id=\"id_3037843163\">&#39;Very, very, very bright&#39;</h2><p>Gottesman and Buffett&#39;s friendship lasted much longer than their ownership of the department store. &#34;We never had an argument or even a disagreement of any kind, and we were in a lousy business together to start,&#34; Buffett says. The one area where they couldn&#39;t agree was how they met. Gottesman always said that a mutual friend introduced them for lunch. Buffett insists they were supposed to play golf, which he remembers because his back gave out when he reached for his wallet to pay for gas on his way to the course. He thought about canceling, but he kept driving to meet Gottesman.</p><p>&#34;Not only did I become a good friend of Sandy&#39;s, but our wives became very good friends, and the families became friends with each other,&#34; Buffett says.</p><p>Buffett&#39;s first wife, Susie, was a singer. Ruth accompanied her on piano. When the Buffetts traveled to New York after the Berkshire annual meeting, they would end their trip with a visit to the Gottesmans, who called the part of their Rye, N.Y., house where their guests from Nebraska stayed &#34;the Buffett wing.&#34;</p><p>During one of those afternoons at the Gottesman home, Ruth shyly mentioned that she had just received her doctorate. Buffett knew she was &#34;very, very, very bright,&#34; he says, but he was impressed by her modesty. He told her that if he had gotten a doctorate, he would have bought a full-page ad in the newspaper. &#34;Ruth never wants to draw attention to herself,&#34; he said. &#34;She just isn&#39;t that sort of person.&#34;</p><p>Sandy Gottesman was the same way. He was elected to Berkshire&#39;s board in 2003 and remained a director until his death in 2022. But he spent most of his life allergic to publicity, almost never speaking with the press or explaining the decisions of First <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>, the investment company he founded in 1964 that manages more than $20 billion today. He said there was a reason he chose to remain under the radar. &#34;The only time a whale gets harpooned is when he surfaces,&#34; he said in an interview for his New York Times obituary.</p><h2 id=\"id_228430591\">&#39;The results have been spectacular&#39;</h2><p>Ruth Gottesman kept busy after she retired as a professor emerita in 2001, joining Einstein&#39;s board of trustees, serving as chair from 2007 to 2014 and returning to that leadership role in 2020.</p><p>She took some time after Sandy&#39;s death before she came up with an idea for how to use the Berkshire stock he left to her: to make Einstein tuition-free.</p><p>Einstein charges more than $60,000 a year in tuition, but living expenses bring the annual price of attending the four-year medical school in New York closer to $100,000. By making it more affordable, she&#39;s hoping to make it more accessible.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10479fed7743ff657a05c63901b9d23\" alt=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" title=\"The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES\" tg-width=\"1260\" tg-height=\"840\"/><span>The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGES</span></p><p>The Gottesmans were already major donors whose name can be found on institutions from the American Museum of Natural History to the Israel Aquarium. Ruth and Sandy also gave $25 million in 2008 to Einstein and had a research institute and teaching center named after them there.</p><p>But for one of the largest philanthropic contributions in the history of U.S. higher education, Gottesman wished to remain anonymous before she was persuaded to attach her name to the billion-dollar gift. When she agreed to be recognized, she made an unusual request: She asked that Einstein not be renamed in her honor. Since then, Gottesman has shied away from the spotlight, turning down media requests after granting an interview to the New York Times to explain her donation. </p><p style=\"text-align: start;\">She declined to comment for this article. </p><p style=\"text-align: start;\">Her lone appearance was in a packed auditorium on Monday morning at Einstein, where students assembled with no idea why they had been called to a mandatory meeting. The future doctors screamed, jumped out of their seats and cried when Gottesman made her announcement. </p><p style=\"text-align: start;\">Buffett wrote in a 2023 letter to shareholders of the pleasure that he and Munger, who died in November, took from watching “the vast flow of Berkshire-generated funds” to satisfying public needs, rather than “look-at-me assets and dynasty building.” Buffett pledged in 2006 to donate all of his Berkshire shares to philanthropy and said in 2021 that he was halfway there. His remaining shares, according to a November filing, are now worth around $130 billion.</p><p style=\"text-align: start;\">In his letter, Buffett highlighted the Berkshire investors who eventually give much of their money to philanthropic organizations which then work to “improve the lives of a great many people who are unrelated to the original benefactor.” </p><p style=\"text-align: start;\">“Sometimes,” he wrote, “the results have been spectacular.” </p><p style=\"text-align: start;\">Ruth Gottesman’s gift was one of those times. </p><p style=\"text-align: start;\">“She could change all these people’s lives by giving up something that wasn’t actually important to her and would be hugely important to thousands of people over time,” Buffett said this past week. </p><p style=\"text-align: start;\">Ruth has said that she thinks and hopes Sandy would be pleased by her decision. He once said that the Berkshire investment allowed the Gottesmans to make charitable gifts “that have brought joy to the whole family,” for which he owed Buffett more than a toast. </p><p style=\"text-align: start;\">“He’s had an enormous influence on my life,” he said, “and my wife’s life.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4581":"高盛持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4176":"多领域控股","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BRK.B":"伯克希尔B","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BRK.A":"伯克希尔","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416885079","content_text":"Warren Buffett and Ruth Gottesman ILLUSTRATION: JOHNNY SIMON/WSJ, BUFFETT FAMILY, ISTOCKAt his 60th birthday party in a New York City hotel, David Gottesman was surrounded by a few dozen family members and dear friends, the people close enough to the Wall Street investor to call him Sandy. By his side that night was his wife, Ruth, a pioneering researcher at a Bronx medical school. A highlight of the evening came when the man who would be responsible for much of their wealth raised his glass.\"May you live till Berkshire splits,\" toasted Warren Buffett.By then, Gottesman was not just one of Buffett's close friends and confidants but a significant shareholder in Berkshire Hathaway. He acquired his shares when an early business venture with Buffett and partner Charlie Munger merged with Berkshire in the 1970s. That turned out to be a billion-dollar development, as Berkshire's shares delivered a fortune to early investors.Buffett never split Berkshire's original Class A shares and Gottesman lived until he was 96 years old. When he died in 2022, he left stock to Ruth and told her to do with it whatever she thought was right.What she did captured the world's attention. She decided it would be right to donate $1 billion to the Albert Einstein College of Medicine to cover the tuition of every student in perpetuity, ensuring the school's future doctors will no longer have to pay hundreds of thousands of dollars for their medical education.Ruth Gottesman was a pioneering researcher at the medical school where she donated $1 billion. PHOTO: BRENT N. CLARKE/GETTY IMAGESHer extraordinary gift announced this past week was decades in the making. Ruth Gottesman, 93, joined the Einstein faculty in 1968, not long after her late husband met Buffett. Their friendship led to a business partnership, an epic investment and, now, a tuition-free medical school.\"I've never seen anybody behave better with a billion dollars,\" Buffett said when reached by phone this past week.The Gottesmans were among the friends and partners of Buffett who watched their early Berkshire investments compound over decades into millions and sometimes billions of dollars. Berkshire's Class A shares now trade above $600,000 apiece, up from roughly $150 when Gottesman acquired his stock through a merger. The company's Class B shares were rolled out in 1996 and trade around $400.Buffett and Ruth Gottesman remain in touch to this day, and she told him of her plans to make this $1 billion gift, which instantly elevated a low-profile nonagenarian educator into the ranks of the world's leading philanthropists.Philanthropy in the familyRuth Levy grew up in Baltimore as one of four daughters. Her father ran a family business manufacturing straw hats and built a monumental collection of American sheet music, including a rare first edition of \"The Star-Spangled Banner.\" Her mother was a homemaker who also worked for the city's welfare department and an adoption agency for Black children. Philanthropy was in Ruth's blood. Before she was born, her parents were among the founders of a scholarship program for Maryland high-school students that still exists today. One of the formative moments of Ruth's life came when she was around 10 years old and her family took in another 10-year-old girl fleeing Nazi Germany during World War II.\"She never said goodbye to her parents and she didn't know whether they would be alive after the war,\" Ruth Gottesman once said. \"That began a process of seeing others and feeling their pain.\"When she graduated from Barnard College in 1952, Ruth had a hard time finding a job that suited her. She briefly worked as an assistant editor at a food magazine and gave secretarial school a whirl, but neither stuck. \"I flunked shorthand,\" she said. She enrolled at Columbia University's Teachers College, where she received a master's degree and then a doctorate in educational psychology. In 1968, she joined the Children's Evaluation and Rehabilitation Center at Einstein, where she developed evaluation and treatment programs for children with learning disabilities and started a program for adult literacy.Meanwhile, she met Sandy Gottesman in 1948 and they married in 1950, when he graduated from business school and went to work on Wall Street. Early in his career, he began to hear about a guy in Omaha, Neb., who was similarly obsessed with buying undervalued stocks.His name was Warren Buffett.They met in 1962 and kept talking for the next 60 years.\"From then on,\" Sandy Gottesman once said, \"it was a complete romance.\"Sandy Gottesman, left, and Warren Buffett in 2010. The two would often talk for hours. PHOTO: NATI HARNIK/ASSOCIATED PRESSDuring a visit Gottesman made to Omaha to see Buffett, they began chatting in the afternoon and holed up in Buffett's office until 3 a.m. When they tried to leave, they discovered that the building's elevator bank had been gated off from its entrance. They were locked in the building until they found someone to let them out. \"It wouldn't have bothered us if we couldn't have gotten out,\" Buffett says today. When they couldn't talk in person, they spoke by phone on Sundays. By the time they hung up around midnight, Gottesman felt like he'd chugged a double espresso. \"I was so stirred up and so excited I didn't go to sleep for a couple of hours,\" he said.(Gottesman rarely spoke with the media, but he made an exception to discuss Buffett. Most of his comments in this article were taken from a 2016 interview with filmmaker Peter Kunhardt, who directed the HBO documentary \"Becoming Warren Buffett.\")Their personal friendship turned into a professional relationship by 1966, when Buffett was looking for companies to buy and Gottesman called him with an idea: What about buying a department store in Baltimore?As it happened, the department store Hochschild Kohn was run by Ruth's extended family (her mother was a Kohn), and Sandy knew they were ready to sell. Buffett, Munger and Gottesman formed a company called Diversified Retailing and bought it.It soon became clear they had made a big mistake.\"We had a lemon on our hands,\" Buffett says.Munger once put it another way: \"Buying Hochschild Kohn was like the story of a man who buys a yacht: The two happy days are the day he buys it and the day he sells it.\"It was an especially happy day when Gottesman was able to resell the department store for only a minimal loss. They eventually turned a lemon into lemonade. The three partners merged Diversified, which by then owned a separate chain of women's clothing stores, into Berkshire at the end of 1978, handing Diversified stockholders a golden ticket: shares of Berkshire.Over the years, Buffett acquired businesses from See's Candies to insurer Geico and placed successful bets on stocks like Apple, Coca-Cola and American Express, propelling Berkshire's growth into one of the most valuable U.S. companies.Since the Diversified merger, Berkshire's stock has soared more than 400,000%, compared with the S&P 500's total return of roughly 18,000%.'Very, very, very bright'Gottesman and Buffett's friendship lasted much longer than their ownership of the department store. \"We never had an argument or even a disagreement of any kind, and we were in a lousy business together to start,\" Buffett says. The one area where they couldn't agree was how they met. Gottesman always said that a mutual friend introduced them for lunch. Buffett insists they were supposed to play golf, which he remembers because his back gave out when he reached for his wallet to pay for gas on his way to the course. He thought about canceling, but he kept driving to meet Gottesman.\"Not only did I become a good friend of Sandy's, but our wives became very good friends, and the families became friends with each other,\" Buffett says.Buffett's first wife, Susie, was a singer. Ruth accompanied her on piano. When the Buffetts traveled to New York after the Berkshire annual meeting, they would end their trip with a visit to the Gottesmans, who called the part of their Rye, N.Y., house where their guests from Nebraska stayed \"the Buffett wing.\"During one of those afternoons at the Gottesman home, Ruth shyly mentioned that she had just received her doctorate. Buffett knew she was \"very, very, very bright,\" he says, but he was impressed by her modesty. He told her that if he had gotten a doctorate, he would have bought a full-page ad in the newspaper. \"Ruth never wants to draw attention to herself,\" he said. \"She just isn't that sort of person.\"Sandy Gottesman was the same way. He was elected to Berkshire's board in 2003 and remained a director until his death in 2022. But he spent most of his life allergic to publicity, almost never speaking with the press or explaining the decisions of First Manhattan, the investment company he founded in 1964 that manages more than $20 billion today. He said there was a reason he chose to remain under the radar. \"The only time a whale gets harpooned is when he surfaces,\" he said in an interview for his New York Times obituary.'The results have been spectacular'Ruth Gottesman kept busy after she retired as a professor emerita in 2001, joining Einstein's board of trustees, serving as chair from 2007 to 2014 and returning to that leadership role in 2020.She took some time after Sandy's death before she came up with an idea for how to use the Berkshire stock he left to her: to make Einstein tuition-free.Einstein charges more than $60,000 a year in tuition, but living expenses bring the annual price of attending the four-year medical school in New York closer to $100,000. By making it more affordable, she's hoping to make it more accessible.The Albert Einstein College of Medicine in New York City. Ruth Gottesman retired as a professor emerita there in 2001, but later joined Einstein’s board of trustees and now serves as its chair.   PHOTO: MICHAEL M. SANTIAGO/GETTY IMAGESThe Gottesmans were already major donors whose name can be found on institutions from the American Museum of Natural History to the Israel Aquarium. Ruth and Sandy also gave $25 million in 2008 to Einstein and had a research institute and teaching center named after them there.But for one of the largest philanthropic contributions in the history of U.S. higher education, Gottesman wished to remain anonymous before she was persuaded to attach her name to the billion-dollar gift. When she agreed to be recognized, she made an unusual request: She asked that Einstein not be renamed in her honor. Since then, Gottesman has shied away from the spotlight, turning down media requests after granting an interview to the New York Times to explain her donation. She declined to comment for this article. Her lone appearance was in a packed auditorium on Monday morning at Einstein, where students assembled with no idea why they had been called to a mandatory meeting. The future doctors screamed, jumped out of their seats and cried when Gottesman made her announcement. Buffett wrote in a 2023 letter to shareholders of the pleasure that he and Munger, who died in November, took from watching “the vast flow of Berkshire-generated funds” to satisfying public needs, rather than “look-at-me assets and dynasty building.” Buffett pledged in 2006 to donate all of his Berkshire shares to philanthropy and said in 2021 that he was halfway there. His remaining shares, according to a November filing, are now worth around $130 billion.In his letter, Buffett highlighted the Berkshire investors who eventually give much of their money to philanthropic organizations which then work to “improve the lives of a great many people who are unrelated to the original benefactor.” “Sometimes,” he wrote, “the results have been spectacular.” Ruth Gottesman’s gift was one of those times. “She could change all these people’s lives by giving up something that wasn’t actually important to her and would be hugely important to thousands of people over time,” Buffett said this past week. Ruth has said that she thinks and hopes Sandy would be pleased by her decision. He once said that the Berkshire investment allowed the Gottesmans to make charitable gifts “that have brought joy to the whole family,” for which he owed Buffett more than a toast. “He’s had an enormous influence on my life,” he said, “and my wife’s life.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276567346581616,"gmtCreate":1708551507523,"gmtModify":1708551512279,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Great result. 😀","listText":"Great result. 😀","text":"Great result. 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276567346581616","repostId":"2413409422","repostType":2,"repost":{"id":"2413409422","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1708554066,"share":"https://ttm.financial/m/news/2413409422?lang=&edition=fundamental","pubTime":"2024-02-22 06:21","market":"hk","language":"en","title":"NVIDIA Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2413409422","media":"Benzinga","summary":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst","content":"<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst consensus estimate of $20.62 billion by 7.18 percent.  This is a 265.23 percent increase over sales of $6.05 billion the same period last year.</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 Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate</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 Q4 2024 Adj EPS $5.16 Beats $4.64 Estimate, Sales $22.10B Beat $20.62B Estimate\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-02-22 06:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst consensus estimate of $20.62 billion by 7.18 percent.  This is a 265.23 percent increase over sales of $6.05 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.benzinga.com/news/earnings/24/02/37246249/nvidia-q4-2024-adj-eps-5-16-beats-4-64-estimate-sales-22-10b-beat-20-62b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413409422","content_text":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $5.16 per share which beat the analyst consensus estimate of $4.64 by 11.21 percent.  The company reported quarterly sales of $22.10 billion which beat the analyst consensus estimate of $20.62 billion by 7.18 percent.  This is a 265.23 percent increase over sales of $6.05 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276234232545544,"gmtCreate":1708470323435,"gmtModify":1708470327945,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> The market is expecting big things. Looks like share price will retreat unless the result exceeds&nbsp;expectations.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> The market is expecting big things. Looks like share price will retreat unless the result exceeds&nbsp;expectations.&nbsp;","text":"$NVIDIA Corp(NVDA)$ The market is expecting big things. Looks like share price will retreat unless the result exceeds expectations.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276234232545544","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267260332470568,"gmtCreate":1706259021152,"gmtModify":1706259025605,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Very informative. Thanks 😃","listText":"Very informative. Thanks 😃","text":"Very informative. Thanks 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267260332470568","repostId":"2406240806","repostType":4,"repost":{"id":"2406240806","kind":"highlight","pubTimestamp":1706254462,"share":"https://ttm.financial/m/news/2406240806?lang=&edition=fundamental","pubTime":"2024-01-26 15:34","market":"us","language":"en","title":"Best AI Angle: Semiconductors, Software Or Hyperscalers?","url":"https://stock-news.laohu8.com/highlight/detail?id=2406240806","media":"seekingalpha","summary":"Now, some might advise you simply buy Nvidia, Microsoft and Super Micro Computer , call it a day, and - as Tony Soprano would say - just \"fuhgeddaboutit!","content":"<html><head></head><body><ul style=\"\"><li><p>In my opinion, investors have three primary sub-sectors in order to have exposure to the AI revolution: Semiconductors, software and the hyperscalers.</p></li><li><p>Today, I&#39;ll discuss each of these sub-sectors and why the AI catalyst will be a primary driver of innovation and investment returns going forward.</p></li><li><p>I&#39;ll follow that discussion with some specific investment advice. Investors have three primary ways to invest in AI: Individual companies, diversified ETFs, or a combination of both.</p></li><li><p>I will weigh in with my specific choices, discuss the risks of investing in AI at the present time, and how best to establish your positions.</p></li></ul><p>At the risk of exposing you to yet another article on AI, I wanted to share an anecdote with you. Microsoft (MSFT) recently hit the rarefied $3 trillion market cap level and it reminded me of a conversation I overheard between two guys while grabbing a hot-bar at Whole Foods the other day. One said that the best and only way to invest in AI was via Microsoft, while the other was adamant that Nvidia (NVDA) was the proper play. It was a decent discussion, so I hung around longer than usual and got a fresh coffee from an auto-serve machine that was within ear-shot. And it got me thinking, what is the best angle for investing in AI: Semiconductors, software or the hyperscalers?</p><p>Now, some might advise you simply buy Nvidia, Microsoft and Super Micro Computer (SMCI), call it a day, and - as Tony Soprano would say - just &#34;fuhgeddaboutit!&#34; Indeed, over the past year all three have significantly outperformed the broad market as represented by the Vanguard S&amp;P 500 (VOO) ETF (see graphic below). However, for the majority of ordinary investors, perhaps a more nuanced, less risky, and diversified approach is warranted. Today, I&#39;ll take a look at these three tech sub-sectors - semiconductors, software, and hyperscalers - and discuss the impact AI will likely have on them and why you need to own them. Then, I will offer some specific investment advice to insure you participate in what I consider to be a superior, secular, long-term, growth thesis that will last many years into the future: AI.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a78ba7289826730d647001c4ce81251\" tg-width=\"635\" tg-height=\"484\"/></p><p>Data by YCharts</p><h4 id=\"id_4181128016\">Semiconductors</h4><p>I&#39;m sure you are familiar with the AI investment thesis supporting the semiconductor industry: High-performance computing (&#34;HPC&#34;) requires high-performance processors (like Nvidia&#39;s GPU&#39;s) that are essential to crunching AI/ML algorithms on huge data sets and large-language models (&#34;LLMs&#34;) in order to ring-out the &#34;answers&#34; AI users want to uncover. In order to be highly efficient, HPC requires access to low-latency high-bandwidth data streams which, in turn, require high-speed memory and high-speed networking infrastructure (typically to/from the cloud) in order to keep the processor fed with data. Clearly then, chip-design companies and semiconductor manufacturers that supply the high-performance products in these niche markets are going to be direct beneficiaries of the AI revolution.</p><p>Meantime, the semiconductor equipment industry is a critical link in the semiconductor supply-chain because high-end semiconductor equipment technology is, obviously, required to make the highest-performing processors, memory, and networking chips.</p><p>Further, if you combine the AI chip supply-chain with demand from a plethora of other tech sub-sectors (IoT, data centers, EVs, 5G smartphones and infrastructure, mobile devices, clean-tech, home networks, just to name a few), the semiconductor sector is no longer the very cyclical industry it once was during the dot.com bust when it was still dominated by PC and automotive demand. Indeed, even during the recent semiconductor &#34;down-cycle,&#34; many semiconductor companies remained highly profitable. These reasons are why, for years now, I have been so bullish on the current and long-term prospects for the semiconductor sector and consider them to be a &#34;must own.&#34;</p><h4 id=\"id_1112248826\">Software</h4><p>We all know the story about Microsoft, OpenAI, and ChatGPT (if you don&#39;t, consider reading my article <em>OpenAI: Hoisted By Its Own Petard - And Microsoft&#39;s Big Win</em> and the comment section as well). Obviously, Microsoft has been an early and visible mover in actually monetizing AI by integrating its OpenAI based tool - CoPilot - into its software offerings (and charging a fee for it: $30/user/month for Microsoft 365).</p><p>However, it would be simplistic in the extreme to think that Microsoft will be the only beneficiary of AI in the software sphere. Indeed, most all of the leading software companies operate SaaS-based platforms and business models that are driven by annual recurring revenue (&#34;ARR&#34;) subscriptions. These platforms can be very efficiently scaled-up to add new customers and features (i.e. margin expansion) and generate strong free cash flow. As a result, and just like the semiconductor industry, there are many high-growth and differentiated software companies - across a variety of application specific niches - for investors to consider. Many of them are much smaller than Microsoft and therefore offer the potential for significantly higher growth rates. Bottom line: In order to benefit from the AI revolution, investors need direct exposure to the leading software companies.</p><h4 id=\"id_1554318053\">Hyperscalers</h4><p>Then we have the hyperscalers: Amazon (AMZN), Microsoft (MSFT), and Google (GOOG) (GOOGL) - each of which have carved out very profitable and growing cloud operations: AWS, Azure, and Google Cloud (&#34;GC&#34;), respectively. Each of these companies is ideally positioned to capitalize on the need for practically all companies to digitize their data and move it to the cloud. The cloud is where the LLMs and the mega datasets are going to reside. In a nut shell, AI is going to be a critical driver of the hyperscaler&#39;s cloud offerings because they can enhance the services, security, efficiency, and cost effectiveness of a customer&#39;s operations.</p><p>Combine the cloud narrative with the fact that each of the three big hyperscalers can also leverage AI across businesses other than their cloud segments, and you can see why I feel investors need to have direct exposure to these companies. I already mentioned how Microsoft integrated CoPilot into its Microsoft 365 software. For Amazon, it&#39;s using AI to improve its e-commerce logistics and advertising businesses (among others). Google has been using AI for years with its Deep Mind asset and to optimize monetization of Google Search. The combination of the cloud operations with the ability to monetize AI across other business lines make these hyperscalers compelling investment opportunities.</p><h4 id=\"id_2483072789\">So What&#39;s An Investor To Do?</h4><p>Those of you who follow me know that I advise all investors to build well-diversified portfolios. And you have probably already figured out where I am going with this. That is, it&#39;s clear there will be multiple AI &#34;winners&#34; and that it&#39;s critical for investors to have adequate exposure to all three of the technology sub-sectors discussed above: Semiconductors, software, and the hyperscalers.</p><p>Now, you could argue that is exactly what you have in your favorite S&amp;P 500 ETF, right? And you would be correct, you do have exposure to all three of those sub-sectors in the S&amp;P 500. However, it&#39;s obviously a significantly watered down exposure, right? That said, and as I have consistently advised investors, I do believe that most ordinary investors should build their portfolios on a foundation of the S&amp;P 500. After all, research shows that the vast majority of ordinary investors (and even the majority of professional money managers ...) fail to achieve the long-term returns that they could get by simply investing in the S&amp;P 500 and then, once again, simply &#34;fuhgeddaboutit!&#34;</p><p>However, many investors want to exceed the returns of the S&amp;P 500, and that&#39;s why I advise them to also manage a &#34;growth&#34; category within their portfolios. Equities in the &#34;growth&#34; category generally have a higher risk/reward ratio. And this is exactly what we are looking at with many of the AI-centric investment opportunities I am discussing today. The primary risks in these companies is two-fold: market volatility (caused by a variety of factors) and the valuation premium you pay for growth (i.e. discounted future cash flow).</p><p>Now, there are three primary ways to invest in the AI revolution: Individual stocks, ETFs, or a combination of the two. My followers won&#39;t be surprised that I advise the combination approach: Owning both some key individual stocks along with some well-diversified ETFs.</p><h4 id=\"id_1665275223\">Specific Recommendations</h4><p>For investors who aren&#39;t hardware nerds and don&#39;t know all the ins-n-outs of computer architecture, interface bandwidths, and optical networking interfaces. And for all the investors who are not software weenies and are not up-to-date with all the SaaS-based software platforms, ARR streams, and potential for AI integration and productivity enhancements. And for all of you who simply can&#39;t decide on what hyperscaler might be the best stock because their cloud operations are attached to other businesses which have complex interactions with AI of their own, guess what? I advise you take a diversified approach using ETFs with a smattering of individual stocks that you are familiar with, are comfortable with, and can easily monitor (hopefully with the help of excellent contributors here on Seeking Alpha).</p><h4 id=\"id_4137013762\">Semiconductor Recommendations</h4><p>When it comes to the semiconductor sector, and despite my background was as an electronics engineer focused on logic, systems, chip, and architecture design, I have struggled over the best way to participate in the sector as an investor. That&#39;s primarily because there are just so many excellent semiconductor and semi-equipment companies out there that I had trouble picking just a few. That is, I didn&#39;t want to own 10-15 semiconductor companies to get the exposure I wanted and then have to track and monitor them all within a portfolio that already had too many other equity holdings.</p><p>As a result, I ended up making it simple: I established full-positions in both the VanEck Semiconductor ETF (SMH) and the domestically oriented SPDR S&amp;P Semiconductor ETF (XSD).</p><p>I chose the SMH ETF because I wanted strong and diversified exposure to Nvidia (the No. 1 holding with a 21.8% allocation) and Taiwan Semiconductor (TSM) - which makes the highest performance chips on the planet and is currently the No. 2 holding with a 9.2% weight. I bought XSD because I liked its equal-weight approach that re-balances into 25 companies with a 4% weight. I have covered both of these ETFs extensively on Seeking Alpha, my latest articles being <em>SMH: You Need Exposure To The Vibrant &amp; Lucrative Semiconductor Sector</em> and <em>XSD: &#34;Xtra&#34; Semiconductor Diversification</em>.</p><p>In addition, years ago I found Broadcom (AVGO) to be a compelling opportunity. Broadcom has dominated the high-performance networking market for years because it operates what is arguably the best networking development platform in the industry (i.e. both hardware and software validation). The company&#39;s CEO, Hock Tan, focuses on high-margin businesses and as a result the company generates a ton of free cash flow, enabling Broadcom to be the best dividend growth company in the S&amp;P500 over the past five years (the current annual payout is $21/share). For more information on AVGO, consider reading my Seeking Alpha article: <em>Broadcom: CEO Shakedown - Hock Tan Vs Tim Cook. </em>While the term &#34;rock star&#34; is used way too often in my opinion (right up there with &#34;heros&#34; ...), clearly Hock Tan has established that he can hang with any of the best CEOs in the technology sector.</p><h4 id=\"id_2694617193\">Software Recommendations</h4><p>As mentioned earlier, my engineering background is in hardware and I know just enough about software to be dangerous. That being the case, I decided long ago to participate in the software sector via a diversified ETF, and the one I chose, and am happy with, is the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech/Software ETF (IGV). See <em>IGV: Every Investor Needs Diversified Exposure To The Software Sector </em>for a more detailed description.</p><p>To give you a flavor of the IGV ETF, the current top 10 holdings are:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/921ce13e02a30e7ce6bb2f4f8e87422d\" tg-width=\"484\" tg-height=\"528\"/></p><p>iShares</p><p>As you can see, this is a well-diversified fund across a variety of software applications: Customer relations management (CRM), enterprise software, tax-prep, cybersecurity, and chip-design automation and simulation companies.</p><p><a href=\"https://laohu8.com/S/DDOG\">Datadog</a> (DDOG) is an up-and-coming software company to consider. DDOG aggregates, monitors, analyzes, and secures data and, being significantly smaller than Microsoft, arguably has a better chance of actually growing faster (see <em>Datadog and 2 Other Sure-Fire AI Winners</em>).</p><h4 id=\"id_3486131506\">Hyperscaler Recommendations</h4><p>I would argue that one reason Microsoft is one of only two companies to ever reach a lofty market-cap of $3 trillion is because it operates in two of the spheres we have been discussing here: It&#39;s a software company and also a hyperscaler cloud provider (i.e. Azure).</p><p>Google also is a hyperscaler, and one could argue that it too is a software oriented company because at the end of the day &#34;Search&#34; is both a software and networking based construct.</p><p>With AWS, Amazon also is a hyperscaler but it&#39;s easy to see that its e-commerce platform, as well as many of its other services (i.e. Prime, advertising, etc), are software driven.</p><p>The point here is that, as mentioned earlier, the hyperscalers will benefit from AI not only as a result of their cloud computing offerings, but also because they can leverage AI across their other businesses. That being the case, they&#39;re compelling investment opportunities in my opinion and my advice is that all investors should have direct exposure to at least one of the hyperscalers (if not two, or possibly all three).</p><p>The chart below shows a five-year total returns comparison of the three big hyperscalers:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f55604cb7dd0c0422557ec668ccef7\" tg-width=\"635\" tg-height=\"467\"/></p><p>Data by YCharts</p><p>Interestingly enough, the market leader in cloud (Amazon&#39;s AWS) is the poorest performer over the past five years. However, I attribute that primarily to the fact that AMZN was investing heavily in infrastructure to capitalize on its e-commerce growth potential due to COVID-19. I expect the company to make a strong comeback as capex declines and monetization of prior spend (and AI ...) comes to the fore.</p><h4 id=\"id_2802495376\">The Lines Are Blurring</h4><p>Investors should forget the antiquated notion that semiconductor, software, and hyperscalers somehow operate in a single tech sub-sector or &#34;silo.&#34; I say that because the fact is many of the best positioned companies to benefit from AI have operations that bleed into areas other than the one in which they are typically defined to exist.</p><p>For example, one of &#34;semiconductor company&#34; Nvidia&#39;s critical competitive advantages lies in its CUDA software platform. CUDA enables users to easily optimize running their applications on Nvidia&#39;s GPUs (you can get a free CUDA toolkit here). So, in essence, Nvidia is both a semiconductor <em>and</em> a software company.</p><p>Similarly, &#34;semiconductor company&#34; Broadcom - primarily known for being a supplier to Apple (AAPL) and as a provider of high-end networking products - has used M&amp;A to establish itself as a major player in the enterprise software space. Indeed, as I explained in an earlier Seeking Alpha article (see <em>Broadcom: A 20:1 Stock Split Is Likely</em>), Broadcom&#39;s acquisition of VMWare was likely motivated in part by what Hock Tan explained on the Q4 conference call:</p><blockquote><p>Well, as you may be aware, in the last VM Explore in Las Vegas, <em>VMware came out and announced in partnership with NVIDIA, the VMware Private AI Cloud Foundation.</em> Another way of describing it is, <strong>the VMware Cloud Foundation Software Stack, the whole VCF stack runs Nvidia coder, runs the Nvidia GPU. That is the partnership.</strong> So, if you’re an enterprise, it’s a very easy step to get into gen AI analytics because the data center that you as an enterprise own on-prem that runs VCF will by default run the Nvidia GPU software stack as well. Another way to put it, it virtualizes the Nvidia GPU.</p></blockquote><p>So, if you are Hock Tan and Broadcom, what better way to sell more high-speed networking equipment than to offer your enterprise software customers an integrated and easy way to run AI analytics on Nvidia&#39;s GPUs? After all, as explained before, efficiently running AI/ML algorithms on Nvidia&#39;s high-performance GPUs requires low-latency high-bandwidth access to data. Thus, these customers will need high speed-networking infrastructure to keep feeding data to/from the GPU.</p><p>My point is this: Some of the best positioned companies to benefit from AI going forward have operations that blur across traditional sub-sector definitions and are increasingly both semiconductor and software companies. In addition, note that both Amazon and Google have been designing AI specific chips for years (if memory serves, Google is now on its fourth generation AI silicon).</p><h4 id=\"id_593637527\">Risks</h4><p>Now, obviously the broad market indexes, the tech-sector, and many of the leading AI names are all currently trading at or near all-time highs. That being the case, I advise investors to take a patient approach to investing in the themes discussed above. That is, start with a top-level strategy and then determine what percentage of your portfolio you would like to allocate (if any) to the three tech sub-sectors mentioned in this article. Then determine which specific equities within each of those sub-sectors you want to own. <strong>Please don&#39;t get hung up on my specific picks.</strong> While the hyperscaler options are relatively limited and straight forward, there are many different semiconductor and software companies and ETFs to choose from. If you don&#39;t like my selections, do you own homework and make your own choices. The important thing is to be comfortable and committed to owning these equities for years to come.</p><p>Then, establish small starter positions in each of your choices and plan to scale-into (or <strong>dollar cost average</strong> if you prefer) those positions over time. It took me a couple of years to establish a full-position in the Nasdaq-100 Trust (QQQ), but doing so enabled me to take advantage of market volatility and not go &#34;all-in&#34; at the top. In the era of zero commissions, it&#39;s much easier to economically scale-into your positions over time.</p><p>Over the years, I have figured out that I&#39;m much better at establishing small starter positions, being disciplined and taking advantage of market volatility by adding to already established positions during market weakness. And being long-term oriented as compared to being more of a short-term trader.</p><p><strong>Higher interest rates always pose a significant risk to the tech sector.</strong> We saw what happened in 2022 after Russia invaded Ukraine. That act broke the global energy and food supply-chains, and - although not well reported in the press for some reason - was the primary cause of a rapid spike in global inflation (i.e. oil went to $120/bbl+). That resulted in higher interest rates and effectively ushered in the 2022 bear market which was particularly brutal for the technology sector.</p><p>Indeed, just yesterday (Wednesday), tech stocks had a very strong rally right from the start of trading. However, around 1 p.m. (see chart below) tech sold off rapidly and significantly when news that the U.S. 10-year and 2-year Treasury Notes auction went off weaker than expected, and that rates on each rose more than three basis points:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af27ac144d20ec961004a162056a3724\" tg-width=\"635\" tg-height=\"467\"/></p><p>Data by YCharts</p><h4 id=\"id_4021124822\">Summary and Conclusion</h4><p>While some investors and analysts like to frame investments in AI as &#34;hype,&#34; I take a very different and long-term view of the development: AI today is a primary technology inflection point that will be a driver of innovation and productivity for many years to come. There are three primary ways to participate in AI: Semiconductor, software, and the hyperscaler companies. I&#39;m a big fan of all three, and advise investors to take a well-diversified approach via ETFs along with some direct exposure by owning a few choice individual companies. Each investor is different and one size certainly does not fit all. Let your own personal situation and considerations (i.e. age, retired/working, income, goals, risk tolerance, etc) guide your decision making on how to invest in AI. Just make sure you do have exposure to the AI catalyst going forward and for years to come. And I wish you success at doing so.</p><p>I&#39;ll end with some &#34;food for thought&#34;: A 10-year total returns comparison of some of the equities discussed in this article. Note the significant out-performance of the technology stocks and ETFs as compared to the broad market averages - the S&amp;P 500 and DJIA - as represented by the VOO and (DIA) ETFs, respectively. In my opinion, it&#39;s highly likely that the trend will continue over the coming decade as well (and for years to come after that).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c261e0ba52abc1cd5251968282a56ec\" tg-width=\"635\" tg-height=\"569\"/></p><p>Data by YCharts</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>Best AI Angle: Semiconductors, Software Or Hyperscalers?</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\">\nBest AI Angle: Semiconductors, Software Or Hyperscalers?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-26 15:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4665005-best-ai-angle-semiconductors-software-or-hyperscalers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In my opinion, investors have three primary sub-sectors in order to have exposure to the AI revolution: Semiconductors, software and the hyperscalers.Today, I'll discuss each of these sub-sectors and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4665005-best-ai-angle-semiconductors-software-or-hyperscalers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OEX":"标普100","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC",".SPX":"S&P 500 Index","SMH":"半导体指数ETF-HOLDRs","SPXU":"三倍做空标普500ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","FDN":"First Trust Dow Jones Internet I","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4543":"AI","SPY":"标普500ETF","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","CRM":"赛富时","SDS":"两倍做空标普500ETF","AMZN":"亚马逊","IGV":"北美软件ETF-iShares","VOO":"Vanguard标普500ETF","AVGO":"博通","DDOG":"Datadog","AAPL":"苹果","BK4512":"苹果概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","NVDA":"英伟达","SMCI":"超微电脑","BK4548":"巴美列捷福持仓","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","XSD":"SPDR S&P Semiconductor ETF","BK4514":"搜索引擎","SH":"标普500反向ETF","TSM":"台积电","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","UPRO":"三倍做多标普500ETF","DIA":"道琼斯ETF","IVV":"标普500指数ETF","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","SSO":"两倍做多标普500ETF","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4665005-best-ai-angle-semiconductors-software-or-hyperscalers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2406240806","content_text":"In my opinion, investors have three primary sub-sectors in order to have exposure to the AI revolution: Semiconductors, software and the hyperscalers.Today, I'll discuss each of these sub-sectors and why the AI catalyst will be a primary driver of innovation and investment returns going forward.I'll follow that discussion with some specific investment advice. Investors have three primary ways to invest in AI: Individual companies, diversified ETFs, or a combination of both.I will weigh in with my specific choices, discuss the risks of investing in AI at the present time, and how best to establish your positions.At the risk of exposing you to yet another article on AI, I wanted to share an anecdote with you. Microsoft (MSFT) recently hit the rarefied $3 trillion market cap level and it reminded me of a conversation I overheard between two guys while grabbing a hot-bar at Whole Foods the other day. One said that the best and only way to invest in AI was via Microsoft, while the other was adamant that Nvidia (NVDA) was the proper play. It was a decent discussion, so I hung around longer than usual and got a fresh coffee from an auto-serve machine that was within ear-shot. And it got me thinking, what is the best angle for investing in AI: Semiconductors, software or the hyperscalers?Now, some might advise you simply buy Nvidia, Microsoft and Super Micro Computer (SMCI), call it a day, and - as Tony Soprano would say - just \"fuhgeddaboutit!\" Indeed, over the past year all three have significantly outperformed the broad market as represented by the Vanguard S&P 500 (VOO) ETF (see graphic below). However, for the majority of ordinary investors, perhaps a more nuanced, less risky, and diversified approach is warranted. Today, I'll take a look at these three tech sub-sectors - semiconductors, software, and hyperscalers - and discuss the impact AI will likely have on them and why you need to own them. Then, I will offer some specific investment advice to insure you participate in what I consider to be a superior, secular, long-term, growth thesis that will last many years into the future: AI.Data by YChartsSemiconductorsI'm sure you are familiar with the AI investment thesis supporting the semiconductor industry: High-performance computing (\"HPC\") requires high-performance processors (like Nvidia's GPU's) that are essential to crunching AI/ML algorithms on huge data sets and large-language models (\"LLMs\") in order to ring-out the \"answers\" AI users want to uncover. In order to be highly efficient, HPC requires access to low-latency high-bandwidth data streams which, in turn, require high-speed memory and high-speed networking infrastructure (typically to/from the cloud) in order to keep the processor fed with data. Clearly then, chip-design companies and semiconductor manufacturers that supply the high-performance products in these niche markets are going to be direct beneficiaries of the AI revolution.Meantime, the semiconductor equipment industry is a critical link in the semiconductor supply-chain because high-end semiconductor equipment technology is, obviously, required to make the highest-performing processors, memory, and networking chips.Further, if you combine the AI chip supply-chain with demand from a plethora of other tech sub-sectors (IoT, data centers, EVs, 5G smartphones and infrastructure, mobile devices, clean-tech, home networks, just to name a few), the semiconductor sector is no longer the very cyclical industry it once was during the dot.com bust when it was still dominated by PC and automotive demand. Indeed, even during the recent semiconductor \"down-cycle,\" many semiconductor companies remained highly profitable. These reasons are why, for years now, I have been so bullish on the current and long-term prospects for the semiconductor sector and consider them to be a \"must own.\"SoftwareWe all know the story about Microsoft, OpenAI, and ChatGPT (if you don't, consider reading my article OpenAI: Hoisted By Its Own Petard - And Microsoft's Big Win and the comment section as well). Obviously, Microsoft has been an early and visible mover in actually monetizing AI by integrating its OpenAI based tool - CoPilot - into its software offerings (and charging a fee for it: $30/user/month for Microsoft 365).However, it would be simplistic in the extreme to think that Microsoft will be the only beneficiary of AI in the software sphere. Indeed, most all of the leading software companies operate SaaS-based platforms and business models that are driven by annual recurring revenue (\"ARR\") subscriptions. These platforms can be very efficiently scaled-up to add new customers and features (i.e. margin expansion) and generate strong free cash flow. As a result, and just like the semiconductor industry, there are many high-growth and differentiated software companies - across a variety of application specific niches - for investors to consider. Many of them are much smaller than Microsoft and therefore offer the potential for significantly higher growth rates. Bottom line: In order to benefit from the AI revolution, investors need direct exposure to the leading software companies.HyperscalersThen we have the hyperscalers: Amazon (AMZN), Microsoft (MSFT), and Google (GOOG) (GOOGL) - each of which have carved out very profitable and growing cloud operations: AWS, Azure, and Google Cloud (\"GC\"), respectively. Each of these companies is ideally positioned to capitalize on the need for practically all companies to digitize their data and move it to the cloud. The cloud is where the LLMs and the mega datasets are going to reside. In a nut shell, AI is going to be a critical driver of the hyperscaler's cloud offerings because they can enhance the services, security, efficiency, and cost effectiveness of a customer's operations.Combine the cloud narrative with the fact that each of the three big hyperscalers can also leverage AI across businesses other than their cloud segments, and you can see why I feel investors need to have direct exposure to these companies. I already mentioned how Microsoft integrated CoPilot into its Microsoft 365 software. For Amazon, it's using AI to improve its e-commerce logistics and advertising businesses (among others). Google has been using AI for years with its Deep Mind asset and to optimize monetization of Google Search. The combination of the cloud operations with the ability to monetize AI across other business lines make these hyperscalers compelling investment opportunities.So What's An Investor To Do?Those of you who follow me know that I advise all investors to build well-diversified portfolios. And you have probably already figured out where I am going with this. That is, it's clear there will be multiple AI \"winners\" and that it's critical for investors to have adequate exposure to all three of the technology sub-sectors discussed above: Semiconductors, software, and the hyperscalers.Now, you could argue that is exactly what you have in your favorite S&P 500 ETF, right? And you would be correct, you do have exposure to all three of those sub-sectors in the S&P 500. However, it's obviously a significantly watered down exposure, right? That said, and as I have consistently advised investors, I do believe that most ordinary investors should build their portfolios on a foundation of the S&P 500. After all, research shows that the vast majority of ordinary investors (and even the majority of professional money managers ...) fail to achieve the long-term returns that they could get by simply investing in the S&P 500 and then, once again, simply \"fuhgeddaboutit!\"However, many investors want to exceed the returns of the S&P 500, and that's why I advise them to also manage a \"growth\" category within their portfolios. Equities in the \"growth\" category generally have a higher risk/reward ratio. And this is exactly what we are looking at with many of the AI-centric investment opportunities I am discussing today. The primary risks in these companies is two-fold: market volatility (caused by a variety of factors) and the valuation premium you pay for growth (i.e. discounted future cash flow).Now, there are three primary ways to invest in the AI revolution: Individual stocks, ETFs, or a combination of the two. My followers won't be surprised that I advise the combination approach: Owning both some key individual stocks along with some well-diversified ETFs.Specific RecommendationsFor investors who aren't hardware nerds and don't know all the ins-n-outs of computer architecture, interface bandwidths, and optical networking interfaces. And for all the investors who are not software weenies and are not up-to-date with all the SaaS-based software platforms, ARR streams, and potential for AI integration and productivity enhancements. And for all of you who simply can't decide on what hyperscaler might be the best stock because their cloud operations are attached to other businesses which have complex interactions with AI of their own, guess what? I advise you take a diversified approach using ETFs with a smattering of individual stocks that you are familiar with, are comfortable with, and can easily monitor (hopefully with the help of excellent contributors here on Seeking Alpha).Semiconductor RecommendationsWhen it comes to the semiconductor sector, and despite my background was as an electronics engineer focused on logic, systems, chip, and architecture design, I have struggled over the best way to participate in the sector as an investor. That's primarily because there are just so many excellent semiconductor and semi-equipment companies out there that I had trouble picking just a few. That is, I didn't want to own 10-15 semiconductor companies to get the exposure I wanted and then have to track and monitor them all within a portfolio that already had too many other equity holdings.As a result, I ended up making it simple: I established full-positions in both the VanEck Semiconductor ETF (SMH) and the domestically oriented SPDR S&P Semiconductor ETF (XSD).I chose the SMH ETF because I wanted strong and diversified exposure to Nvidia (the No. 1 holding with a 21.8% allocation) and Taiwan Semiconductor (TSM) - which makes the highest performance chips on the planet and is currently the No. 2 holding with a 9.2% weight. I bought XSD because I liked its equal-weight approach that re-balances into 25 companies with a 4% weight. I have covered both of these ETFs extensively on Seeking Alpha, my latest articles being SMH: You Need Exposure To The Vibrant & Lucrative Semiconductor Sector and XSD: \"Xtra\" Semiconductor Diversification.In addition, years ago I found Broadcom (AVGO) to be a compelling opportunity. Broadcom has dominated the high-performance networking market for years because it operates what is arguably the best networking development platform in the industry (i.e. both hardware and software validation). The company's CEO, Hock Tan, focuses on high-margin businesses and as a result the company generates a ton of free cash flow, enabling Broadcom to be the best dividend growth company in the S&P500 over the past five years (the current annual payout is $21/share). For more information on AVGO, consider reading my Seeking Alpha article: Broadcom: CEO Shakedown - Hock Tan Vs Tim Cook. While the term \"rock star\" is used way too often in my opinion (right up there with \"heros\" ...), clearly Hock Tan has established that he can hang with any of the best CEOs in the technology sector.Software RecommendationsAs mentioned earlier, my engineering background is in hardware and I know just enough about software to be dangerous. That being the case, I decided long ago to participate in the software sector via a diversified ETF, and the one I chose, and am happy with, is the iShares Expanded Tech/Software ETF (IGV). See IGV: Every Investor Needs Diversified Exposure To The Software Sector for a more detailed description.To give you a flavor of the IGV ETF, the current top 10 holdings are:iSharesAs you can see, this is a well-diversified fund across a variety of software applications: Customer relations management (CRM), enterprise software, tax-prep, cybersecurity, and chip-design automation and simulation companies.Datadog (DDOG) is an up-and-coming software company to consider. DDOG aggregates, monitors, analyzes, and secures data and, being significantly smaller than Microsoft, arguably has a better chance of actually growing faster (see Datadog and 2 Other Sure-Fire AI Winners).Hyperscaler RecommendationsI would argue that one reason Microsoft is one of only two companies to ever reach a lofty market-cap of $3 trillion is because it operates in two of the spheres we have been discussing here: It's a software company and also a hyperscaler cloud provider (i.e. Azure).Google also is a hyperscaler, and one could argue that it too is a software oriented company because at the end of the day \"Search\" is both a software and networking based construct.With AWS, Amazon also is a hyperscaler but it's easy to see that its e-commerce platform, as well as many of its other services (i.e. Prime, advertising, etc), are software driven.The point here is that, as mentioned earlier, the hyperscalers will benefit from AI not only as a result of their cloud computing offerings, but also because they can leverage AI across their other businesses. That being the case, they're compelling investment opportunities in my opinion and my advice is that all investors should have direct exposure to at least one of the hyperscalers (if not two, or possibly all three).The chart below shows a five-year total returns comparison of the three big hyperscalers:Data by YChartsInterestingly enough, the market leader in cloud (Amazon's AWS) is the poorest performer over the past five years. However, I attribute that primarily to the fact that AMZN was investing heavily in infrastructure to capitalize on its e-commerce growth potential due to COVID-19. I expect the company to make a strong comeback as capex declines and monetization of prior spend (and AI ...) comes to the fore.The Lines Are BlurringInvestors should forget the antiquated notion that semiconductor, software, and hyperscalers somehow operate in a single tech sub-sector or \"silo.\" I say that because the fact is many of the best positioned companies to benefit from AI have operations that bleed into areas other than the one in which they are typically defined to exist.For example, one of \"semiconductor company\" Nvidia's critical competitive advantages lies in its CUDA software platform. CUDA enables users to easily optimize running their applications on Nvidia's GPUs (you can get a free CUDA toolkit here). So, in essence, Nvidia is both a semiconductor and a software company.Similarly, \"semiconductor company\" Broadcom - primarily known for being a supplier to Apple (AAPL) and as a provider of high-end networking products - has used M&A to establish itself as a major player in the enterprise software space. Indeed, as I explained in an earlier Seeking Alpha article (see Broadcom: A 20:1 Stock Split Is Likely), Broadcom's acquisition of VMWare was likely motivated in part by what Hock Tan explained on the Q4 conference call:Well, as you may be aware, in the last VM Explore in Las Vegas, VMware came out and announced in partnership with NVIDIA, the VMware Private AI Cloud Foundation. Another way of describing it is, the VMware Cloud Foundation Software Stack, the whole VCF stack runs Nvidia coder, runs the Nvidia GPU. That is the partnership. So, if you’re an enterprise, it’s a very easy step to get into gen AI analytics because the data center that you as an enterprise own on-prem that runs VCF will by default run the Nvidia GPU software stack as well. Another way to put it, it virtualizes the Nvidia GPU.So, if you are Hock Tan and Broadcom, what better way to sell more high-speed networking equipment than to offer your enterprise software customers an integrated and easy way to run AI analytics on Nvidia's GPUs? After all, as explained before, efficiently running AI/ML algorithms on Nvidia's high-performance GPUs requires low-latency high-bandwidth access to data. Thus, these customers will need high speed-networking infrastructure to keep feeding data to/from the GPU.My point is this: Some of the best positioned companies to benefit from AI going forward have operations that blur across traditional sub-sector definitions and are increasingly both semiconductor and software companies. In addition, note that both Amazon and Google have been designing AI specific chips for years (if memory serves, Google is now on its fourth generation AI silicon).RisksNow, obviously the broad market indexes, the tech-sector, and many of the leading AI names are all currently trading at or near all-time highs. That being the case, I advise investors to take a patient approach to investing in the themes discussed above. That is, start with a top-level strategy and then determine what percentage of your portfolio you would like to allocate (if any) to the three tech sub-sectors mentioned in this article. Then determine which specific equities within each of those sub-sectors you want to own. Please don't get hung up on my specific picks. While the hyperscaler options are relatively limited and straight forward, there are many different semiconductor and software companies and ETFs to choose from. If you don't like my selections, do you own homework and make your own choices. The important thing is to be comfortable and committed to owning these equities for years to come.Then, establish small starter positions in each of your choices and plan to scale-into (or dollar cost average if you prefer) those positions over time. It took me a couple of years to establish a full-position in the Nasdaq-100 Trust (QQQ), but doing so enabled me to take advantage of market volatility and not go \"all-in\" at the top. In the era of zero commissions, it's much easier to economically scale-into your positions over time.Over the years, I have figured out that I'm much better at establishing small starter positions, being disciplined and taking advantage of market volatility by adding to already established positions during market weakness. And being long-term oriented as compared to being more of a short-term trader.Higher interest rates always pose a significant risk to the tech sector. We saw what happened in 2022 after Russia invaded Ukraine. That act broke the global energy and food supply-chains, and - although not well reported in the press for some reason - was the primary cause of a rapid spike in global inflation (i.e. oil went to $120/bbl+). That resulted in higher interest rates and effectively ushered in the 2022 bear market which was particularly brutal for the technology sector.Indeed, just yesterday (Wednesday), tech stocks had a very strong rally right from the start of trading. However, around 1 p.m. (see chart below) tech sold off rapidly and significantly when news that the U.S. 10-year and 2-year Treasury Notes auction went off weaker than expected, and that rates on each rose more than three basis points:Data by YChartsSummary and ConclusionWhile some investors and analysts like to frame investments in AI as \"hype,\" I take a very different and long-term view of the development: AI today is a primary technology inflection point that will be a driver of innovation and productivity for many years to come. There are three primary ways to participate in AI: Semiconductor, software, and the hyperscaler companies. I'm a big fan of all three, and advise investors to take a well-diversified approach via ETFs along with some direct exposure by owning a few choice individual companies. Each investor is different and one size certainly does not fit all. Let your own personal situation and considerations (i.e. age, retired/working, income, goals, risk tolerance, etc) guide your decision making on how to invest in AI. Just make sure you do have exposure to the AI catalyst going forward and for years to come. And I wish you success at doing so.I'll end with some \"food for thought\": A 10-year total returns comparison of some of the equities discussed in this article. Note the significant out-performance of the technology stocks and ETFs as compared to the broad market averages - the S&P 500 and DJIA - as represented by the VOO and (DIA) ETFs, respectively. In my opinion, it's highly likely that the trend will continue over the coming decade as well (and for years to come after that).Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281695039340640,"gmtCreate":1709801714470,"gmtModify":1709801718228,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Future looks promising 😀","listText":"Future looks promising 😀","text":"Future looks promising 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281695039340640","repostId":"1100866375","repostType":4,"repost":{"id":"1100866375","kind":"news","pubTimestamp":1709799819,"share":"https://ttm.financial/m/news/1100866375?lang=&edition=fundamental","pubTime":"2024-03-07 16:23","market":"us","language":"en","title":"CrowdStrike: Growth Beyond Endpoint Security; Initiate With \"Buy\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1100866375","media":"Seekingalpha","summary":"SummaryCrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.Their integrated F","content":"<html><head></head><body><h2 id=\"id_3968488602\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>CrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.</p></li><li><p>Their integrated Falcon platform provides operational simplicity and cost reduction for enterprises, with a focus on endpoint, identity, cloud security, and data protection.</p></li><li><p>CrowdStrike&#39;s financials show outstanding revenue growth, margin expansion, and strong acquisition strategies, positioning them for continued growth in the cybersecurity market.</p></li></ul><p>CrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, encompassing endpoint, identity, cloud security and data protection. CrowdStrike has been demonstrating strong growth momentum in the new cloud landscape. I initiate with a &#34;Buy&#34; Rating with a fair value of $450 per share.</p><h2 id=\"id_1547925637\" style=\"text-align: left;\">One Console, One Agent, Multiple Models</h2><p style=\"text-align: left;\">As CrowdStrike was founded in 2011, their technology platform embraces cutting-edge cloud based infrastructure, and their Falcon platform is built for one console, one agent with multiple models. These models can address endpoint, cloud, identity, SIEM, and data protections needs across enterprises of varying scales, as illustrated in the slide below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85dbc93f3d378c188d92000177509cad\" alt=\"CrowdStrike Investor Presentation\" title=\"CrowdStrike Investor Presentation\" tg-width=\"640\" tg-height=\"371\"/><span>CrowdStrike Investor Presentation</span></p><p style=\"text-align: left;\">CrowdStrike has experienced explosive business growth in recent years, with continued margin expansion as evidenced in the table below. There are several growth drivers for their growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdc98dc118f81b00e405ea741ecf876a\" alt=\"CrowdStrike historical growth\" title=\"CrowdStrike historical growth\" tg-width=\"640\" tg-height=\"145\"/><span>CrowdStrike historical growth</span></p><p style=\"text-align: left;\">Firstly, their unified platform with multiple modules structure would reduce the operational complexity and costs for enterprises. Presently, CrowdStrike offers 27 distinct models under their Falcon platform, allowing customers to select their preferred models for purchase. Moreover, the entire platform is cloud-based; consequently, customers only need to face one vendor and one platform.</p><p style=\"text-align: left;\">Secondly, CrowdStrike’s core endpoint is a market leader, and it has been ranked #1 out of 26 vendors in IDC’s endpoint security market share report, as communicated by CrowdStrike. Fortune Business Insights forecasts the endpoint security market size to grow from $13.6 billion in 2023 to $25.7 billion in 2030, exhibiting a CAGR of 9.5%. CrowdStrike’s unified platform provides them a significant advantage in competing against other standalone endpoint software vendors.</p><p style=\"text-align: left;\">Lastly, CrowdStrike has been expanding their offerings beyond endpoint security, with notable growth observed in the identity and cloud security. In Q4 FY24, their identity protection business has surpassed $300 million in annual recurring revenue (ARR), more than doubling year-over-year. In addition, CrowdStrike and Palo Alto Networks (PANW) are the two main vendors for cloud security. CrowdStrike has been building their cloud security with a primary focus on data. As disclosed over the earnings call, their cloud security business has been accelerated, with net new ARR growing nearly 200% year-over-year growth. Currently, they have more than $400 million in ARR.</p><p style=\"text-align: left;\">In short, CrowdStrike’s integrated Falcon platform serves as the driving force behind the company’s phenomenal growth.</p><h2 id=\"id_4255249870\" style=\"text-align: left;\">Historical Financial Analysis</h2><p style=\"text-align: left;\">The following table examines the company’s key financials from FY21 to FY24. Their revenue growth, free cash conversion and margin expansion are outstanding. Notably, the free cash flow margin achieved 30.8% in FY24 thanks to their subscription business model. They generated $2.4 billion free cash flow in total from FY21 to FY24 and spent $757 million in acquisition without any dividend and shares repurchase, quite typical for an early-stage/high growth tech firm.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9827b3c390ce525b3737363fd71487be\" alt=\"CrowdStrike historical metrics\" title=\"CrowdStrike historical metrics\" tg-width=\"640\" tg-height=\"450\"/><span>CrowdStrike historical metrics</span></p><p style=\"text-align: left;\">They have a resilient balance sheet, with $3.47 billion in cash and cash equivalents at the end of Q4 FY24. Their margin expansion is quite respectful, evidenced by 21.6% of adjusted operating margin in FY24. As the company’s products are module-based, the incremental costs for additional module are almost marginal for CrowdStrike, and most subscription income would drop to the bottom line, which generates tremendous operating leverage for the firm. During the latest earnings call, their management expressed strong confidence in their ability to drive future margin expansion over the forthcoming years.</p><h2 id=\"id_1418438622\" style=\"text-align: left;\">Acquisition Analysis</h2><p style=\"text-align: left;\">As previously noted, CrowdStrike allocated a portion of their free cash flow toward acquisitions. In November 2021, they completed the acquisition of SecureCircle, a SaaS-based cybersecurity service company. The deal bolstered CrowdStrike’s data protection module and enhanced their data collections from endpoint.</p><p style=\"text-align: left;\">In 2023, they announced plans to acquire Bionic, the pioneer of Application Security Posture Management. Subsequently, these acquired features have been seamlessly integrated into their Falcon platform.</p><p style=\"text-align: left;\">On March 5th, 2024, CrowdStrike announced to acquire Flow Security, the industry’s first and only cloud data runtime security solution. As highlighted in the earnings call, the management expressed Flow Security would enhance the data protection module, and furnish CrowdStrike with a distinctive competitive edge over legacy data leakage prevention systems.</p><p style=\"text-align: left;\">In summary, I appreciate their tuck-in acquisition deals, whereby these individual SaaS services are seamlessly integrated into the unified Falcon Security Platform.</p><h2 id=\"id_1751177602\" style=\"text-align: left;\">Recent Results And Outlook</h2><p style=\"text-align: left;\">CrowdStrike reported their Q4 FY24 result on March 5th after market close. My biggest observation for the quarter is the strong ARR growth, as indicated in the table below. They achieved record net new ARR of $282 million, growing 27% year-over-year. As mentioned earlier, the ARR growth has propelled by the adoption of cloud security, identity and endpoint solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b845bd5894748ca019e7b1951b11d75b\" alt=\"CrowdStrike Quarterly Results\" title=\"CrowdStrike Quarterly Results\" tg-width=\"640\" tg-height=\"142\"/><span>CrowdStrike Quarterly Results</span></p><p style=\"text-align: left;\">They are guiding 30%-31% of revenue growth for FY25 and expecting free cash flow margin to be 31%-33%. They continue to target $10 billion of ARR over the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8984c0a25eb03881ee2b8b4279e2c5f0\" alt=\"CrowdStrike Guidance\" title=\"CrowdStrike Guidance\" tg-width=\"640\" tg-height=\"224\"/><span>CrowdStrike Guidance</span></p><p style=\"text-align: left;\"><strong>CrowdStrike Investor Presentation</strong></p><p style=\"text-align: left;\">Their guidance appears to be reasonable and realistic to me. They ended up the quarter with $3.44 billion of ARR, and their net dollar retention rate was around 120%; therefore, the existing business has the potential to achieve $3.65 billion in revenue for FY25 assuming all the renewals will occur in the middle of FY25. CrowdStrike only needs to generate $300 million additional revenue from new customer acquisitions, or the new module purchases from existing customers.</p><p style=\"text-align: left;\">During the earnings call, their management emphasized their capability for cross-selling. More specifically, deals with eight or more modules doubled year-over-year. In addition, they closed more than 250 deals greater than $1 million in Q4 alone. Given these factors, FY25 appears poised for yet another year of growth for CrowdStrike.</p><h2 id=\"id_1342856921\" style=\"text-align: left;\">Valuation Estimates</h2><p style=\"text-align: left;\">The model’s assumptions for FY25 align with the company’s guidance, and as discussed above, it is quite achievable in my opinion. As they are spending more than 20% of revenue towards SBC without any shares repurchase, I estimate that their shares outstanding will grow 2.5% year-over-year.</p><p style=\"text-align: left;\">Their operating margin would be predominantly fueled by operating leverage, as their additional module sales could flow directly to the bottom of their P&amp;L. I calculate that their operating expense growth would be 4%-5% lower than their topline growth. The operating margin is projected to reach 30.9% by FY34, a quite reasonable level compared to other SaaS companies.</p><p style=\"text-align: left;\">For CrowdStrike Holdings&#39; normalized growth, I project their growth rate gradually moderate as they scale up their business. Fortune Business Insights forecasts the global cybersecurity market to grow 13.8% CAGR during 2023-2030. Considering CrowdStrike has been gaining tremendous market share from legacy cybersecurity vendors, I view the growth assumptions in the model as quite conservative.</p><p style=\"text-align: left;\">The model utilizes 10% discount rate, a consistent rate I apply across all my models. The terminal growth is set to be 4%, slightly higher than the global GDP growth. With these parameters, the fair value is calculated to be $450 per share. The stock price is trading at 50x FY26’s free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a9ec3b7f0c55019c533572ddeb1c782\" alt=\"CrowdStrike DCF - Author&#39;s Calculations\" title=\"CrowdStrike DCF - Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"268\"/><span>CrowdStrike DCF - Author&#39;s Calculations</span></p><h2 id=\"id_3613306845\" style=\"text-align: left;\">Key Risks</h2><p style=\"text-align: left;\"><strong>Patent Infringement</strong>: In March 2022, Webroot and Open Text (OTEX) filed a lawsuit against CrowdStrike, alleging infringement on six patents, as disclosed in FY23 10Ks. The lawsuit outcome remains pending, and it is uncertain whether it could potentially impact the distribution of CrowdStrike’s certain modules in the future.</p><p style=\"text-align: left;\"><strong>Small Business Exposure</strong>: CrowdStrike doesn’t disclose their revenue exposure to small customers; however, I anticipate it is not a small percentage, as CrowdStrike’s subscription model is quite affordable for small customers. Any economic challenges would impact small businesses first, potentially posing threats to CrowdStrike’s growth.</p><p style=\"text-align: left;\"><strong>High Stock-based Compensation</strong>: As mentioned, CrowdStrike is spending more than 20% of total revenues on SBC, a quite high level compared to other software companies. I’ll continue to monitor their SBC spending in the coming years.</p><h2 id=\"id_355306276\" style=\"text-align: left;\">Verdict</h2><p style=\"text-align: left;\">CrowdStrike Holdings, Inc. is firing on all cylinders, expanding security services to fast-growth areas such as identity, cloud security and data protections. I anticipate the company will continue to gain market shares from legacy players. Given the current undervaluation of the stock, I am initiating with a &#34;Buy&#34; Rating with a fair value of $450 per share.</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>CrowdStrike: Growth Beyond Endpoint Security; Initiate With \"Buy\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike: Growth Beyond Endpoint Security; Initiate With \"Buy\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4676417-crowdstrike-growth-beyond-endpoint-security-initiate-with-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.Their integrated ...</p>\n\n<a href=\"https://seekingalpha.com/article/4676417-crowdstrike-growth-beyond-endpoint-security-initiate-with-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4676417-crowdstrike-growth-beyond-endpoint-security-initiate-with-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100866375","content_text":"SummaryCrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, experiencing strong growth momentum in the new cloud landscape.Their integrated Falcon platform provides operational simplicity and cost reduction for enterprises, with a focus on endpoint, identity, cloud security, and data protection.CrowdStrike's financials show outstanding revenue growth, margin expansion, and strong acquisition strategies, positioning them for continued growth in the cybersecurity market.CrowdStrike Holdings, Inc. is utilizing their unified Falcon Platform to deliver cloud-based security features, encompassing endpoint, identity, cloud security and data protection. CrowdStrike has been demonstrating strong growth momentum in the new cloud landscape. I initiate with a \"Buy\" Rating with a fair value of $450 per share.One Console, One Agent, Multiple ModelsAs CrowdStrike was founded in 2011, their technology platform embraces cutting-edge cloud based infrastructure, and their Falcon platform is built for one console, one agent with multiple models. These models can address endpoint, cloud, identity, SIEM, and data protections needs across enterprises of varying scales, as illustrated in the slide below.CrowdStrike Investor PresentationCrowdStrike has experienced explosive business growth in recent years, with continued margin expansion as evidenced in the table below. There are several growth drivers for their growth.CrowdStrike historical growthFirstly, their unified platform with multiple modules structure would reduce the operational complexity and costs for enterprises. Presently, CrowdStrike offers 27 distinct models under their Falcon platform, allowing customers to select their preferred models for purchase. Moreover, the entire platform is cloud-based; consequently, customers only need to face one vendor and one platform.Secondly, CrowdStrike’s core endpoint is a market leader, and it has been ranked #1 out of 26 vendors in IDC’s endpoint security market share report, as communicated by CrowdStrike. Fortune Business Insights forecasts the endpoint security market size to grow from $13.6 billion in 2023 to $25.7 billion in 2030, exhibiting a CAGR of 9.5%. CrowdStrike’s unified platform provides them a significant advantage in competing against other standalone endpoint software vendors.Lastly, CrowdStrike has been expanding their offerings beyond endpoint security, with notable growth observed in the identity and cloud security. In Q4 FY24, their identity protection business has surpassed $300 million in annual recurring revenue (ARR), more than doubling year-over-year. In addition, CrowdStrike and Palo Alto Networks (PANW) are the two main vendors for cloud security. CrowdStrike has been building their cloud security with a primary focus on data. As disclosed over the earnings call, their cloud security business has been accelerated, with net new ARR growing nearly 200% year-over-year growth. Currently, they have more than $400 million in ARR.In short, CrowdStrike’s integrated Falcon platform serves as the driving force behind the company’s phenomenal growth.Historical Financial AnalysisThe following table examines the company’s key financials from FY21 to FY24. Their revenue growth, free cash conversion and margin expansion are outstanding. Notably, the free cash flow margin achieved 30.8% in FY24 thanks to their subscription business model. They generated $2.4 billion free cash flow in total from FY21 to FY24 and spent $757 million in acquisition without any dividend and shares repurchase, quite typical for an early-stage/high growth tech firm.CrowdStrike historical metricsThey have a resilient balance sheet, with $3.47 billion in cash and cash equivalents at the end of Q4 FY24. Their margin expansion is quite respectful, evidenced by 21.6% of adjusted operating margin in FY24. As the company’s products are module-based, the incremental costs for additional module are almost marginal for CrowdStrike, and most subscription income would drop to the bottom line, which generates tremendous operating leverage for the firm. During the latest earnings call, their management expressed strong confidence in their ability to drive future margin expansion over the forthcoming years.Acquisition AnalysisAs previously noted, CrowdStrike allocated a portion of their free cash flow toward acquisitions. In November 2021, they completed the acquisition of SecureCircle, a SaaS-based cybersecurity service company. The deal bolstered CrowdStrike’s data protection module and enhanced their data collections from endpoint.In 2023, they announced plans to acquire Bionic, the pioneer of Application Security Posture Management. Subsequently, these acquired features have been seamlessly integrated into their Falcon platform.On March 5th, 2024, CrowdStrike announced to acquire Flow Security, the industry’s first and only cloud data runtime security solution. As highlighted in the earnings call, the management expressed Flow Security would enhance the data protection module, and furnish CrowdStrike with a distinctive competitive edge over legacy data leakage prevention systems.In summary, I appreciate their tuck-in acquisition deals, whereby these individual SaaS services are seamlessly integrated into the unified Falcon Security Platform.Recent Results And OutlookCrowdStrike reported their Q4 FY24 result on March 5th after market close. My biggest observation for the quarter is the strong ARR growth, as indicated in the table below. They achieved record net new ARR of $282 million, growing 27% year-over-year. As mentioned earlier, the ARR growth has propelled by the adoption of cloud security, identity and endpoint solutions.CrowdStrike Quarterly ResultsThey are guiding 30%-31% of revenue growth for FY25 and expecting free cash flow margin to be 31%-33%. They continue to target $10 billion of ARR over the next few years.CrowdStrike GuidanceCrowdStrike Investor PresentationTheir guidance appears to be reasonable and realistic to me. They ended up the quarter with $3.44 billion of ARR, and their net dollar retention rate was around 120%; therefore, the existing business has the potential to achieve $3.65 billion in revenue for FY25 assuming all the renewals will occur in the middle of FY25. CrowdStrike only needs to generate $300 million additional revenue from new customer acquisitions, or the new module purchases from existing customers.During the earnings call, their management emphasized their capability for cross-selling. More specifically, deals with eight or more modules doubled year-over-year. In addition, they closed more than 250 deals greater than $1 million in Q4 alone. Given these factors, FY25 appears poised for yet another year of growth for CrowdStrike.Valuation EstimatesThe model’s assumptions for FY25 align with the company’s guidance, and as discussed above, it is quite achievable in my opinion. As they are spending more than 20% of revenue towards SBC without any shares repurchase, I estimate that their shares outstanding will grow 2.5% year-over-year.Their operating margin would be predominantly fueled by operating leverage, as their additional module sales could flow directly to the bottom of their P&L. I calculate that their operating expense growth would be 4%-5% lower than their topline growth. The operating margin is projected to reach 30.9% by FY34, a quite reasonable level compared to other SaaS companies.For CrowdStrike Holdings' normalized growth, I project their growth rate gradually moderate as they scale up their business. Fortune Business Insights forecasts the global cybersecurity market to grow 13.8% CAGR during 2023-2030. Considering CrowdStrike has been gaining tremendous market share from legacy cybersecurity vendors, I view the growth assumptions in the model as quite conservative.The model utilizes 10% discount rate, a consistent rate I apply across all my models. The terminal growth is set to be 4%, slightly higher than the global GDP growth. With these parameters, the fair value is calculated to be $450 per share. The stock price is trading at 50x FY26’s free cash flow.CrowdStrike DCF - Author's CalculationsKey RisksPatent Infringement: In March 2022, Webroot and Open Text (OTEX) filed a lawsuit against CrowdStrike, alleging infringement on six patents, as disclosed in FY23 10Ks. The lawsuit outcome remains pending, and it is uncertain whether it could potentially impact the distribution of CrowdStrike’s certain modules in the future.Small Business Exposure: CrowdStrike doesn’t disclose their revenue exposure to small customers; however, I anticipate it is not a small percentage, as CrowdStrike’s subscription model is quite affordable for small customers. Any economic challenges would impact small businesses first, potentially posing threats to CrowdStrike’s growth.High Stock-based Compensation: As mentioned, CrowdStrike is spending more than 20% of total revenues on SBC, a quite high level compared to other software companies. I’ll continue to monitor their SBC spending in the coming years.VerdictCrowdStrike Holdings, Inc. is firing on all cylinders, expanding security services to fast-growth areas such as identity, cloud security and data protections. I anticipate the company will continue to gain market shares from legacy players. Given the current undervaluation of the stock, I am initiating with a \"Buy\" Rating with a fair value of $450 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281236962291832,"gmtCreate":1709686026188,"gmtModify":1709686029958,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166911424160822","idStr":"4166911424160822"},"themes":[],"htmlText":"Nice bump for holders! 😀👏","listText":"Nice bump for holders! 😀👏","text":"Nice bump for holders! 😀👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281236962291832","repostId":"1137806658","repostType":4,"repost":{"id":"1137806658","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709684100,"share":"https://ttm.financial/m/news/1137806658?lang=&edition=fundamental","pubTime":"2024-03-06 08:15","market":"us","language":"en","title":"Airship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip","url":"https://stock-news.laohu8.com/highlight/detail?id=1137806658","media":"Dow Jones","summary":"The company uses AI to help law-enforcement and defense customers harness dataAirship AI nabbed a contract with the Department of Justice, it said Tuesday.The technology sector moved lower Tuesday, ta","content":"<html><head></head><body><p>The company uses AI to help law-enforcement and defense customers harness data</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc620fec6bb3e90c7a897d45c86bea08\" alt=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" title=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" tg-width=\"922\" tg-height=\"517\"/><span>Airship AI nabbed a contract with the Department of Justice, it said Tuesday.</span></p><p>The technology sector moved lower Tuesday, taking with it a host of hot stocks that had been riding Wall Street’s enthusiasm for the artificial-intelligence revolution.</p><p style=\"text-align: start;\">But one small name stood out in a big way in a sea of mostly red: Shares of Airship AI Holdings Inc. rocketed 200%, after the sensor and data-management company said it received a contract with the U.S. Department of Justice.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32caac6b6f97aaa07868e80f72a87018\" tg-width=\"842\" tg-height=\"621\"/></p><p>And the shares jumped another 15% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a10e0bf41d9618cae9568bac4d3fe2c3\" tg-width=\"840\" tg-height=\"621\"/></p><p>The Redmond, Wash.-based company uses AI to help law-enforcement, defense, and public-sector customers harness data. Airship’s “large” contract with a DOJ agency is for the company’s “video and data-management platform supporting emerging public-safety and investigative requirements,” according to a release.</p><p style=\"text-align: start;\">Paul Allen, the company’s president, said in the release that Airship AI has a “strong pipeline” for the year.</p><p style=\"text-align: start;\">Airship AI is still a relatively tiny company, with a market capitalization of about $135 million. The company went public in December through a merger with a special-purpose acquisition company.</p><p style=\"text-align: start;\">A June 2023 presentation on Airship’s investor-relations site says the company generated $14.5 million in revenue during 2022, with a 58% gross margin and “positive” earnings before interest, taxes, depreciation and amortization, or Ebitda.</p><p style=\"text-align: start;\">Airship’s letter to shareholders this January highlighted a $10.9 million award from the U.S. Department of Homeland Security. At the time, the company said it had a roughly $11.8 million backlog “that will be delivered and invoiced” across the first and second quarters of 2024.</p><p style=\"text-align: start;\">Other relatively small AI plays have also generated investor attention lately. One is SoundHound AI Inc., which now has a market cap worth $1.5 billion and started seeing stock momentum earlier this year after Nvidia Corp. listed a stake on its own 13-F filing with the Securities and Exchange Commission. SoundHound generated roughly $17 million in revenue during its latest quarter while racking up an $18 million net loss.</p><p>SoundHound’s stock was down 12% in Tuesday’s session, while shares of C3.ai Inc., which is worth $3.8 billion in market cap, were down about 8%.</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>Airship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip</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\">\nAirship AI's Stock Soars 200% Upon DOJ Contract, As Shares of Other AI Plays Slip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-03-06 08:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The company uses AI to help law-enforcement and defense customers harness data</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc620fec6bb3e90c7a897d45c86bea08\" alt=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" title=\"Airship AI nabbed a contract with the Department of Justice, it said Tuesday.\" tg-width=\"922\" tg-height=\"517\"/><span>Airship AI nabbed a contract with the Department of Justice, it said Tuesday.</span></p><p>The technology sector moved lower Tuesday, taking with it a host of hot stocks that had been riding Wall Street’s enthusiasm for the artificial-intelligence revolution.</p><p style=\"text-align: start;\">But one small name stood out in a big way in a sea of mostly red: Shares of Airship AI Holdings Inc. rocketed 200%, after the sensor and data-management company said it received a contract with the U.S. Department of Justice.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32caac6b6f97aaa07868e80f72a87018\" tg-width=\"842\" tg-height=\"621\"/></p><p>And the shares jumped another 15% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a10e0bf41d9618cae9568bac4d3fe2c3\" tg-width=\"840\" tg-height=\"621\"/></p><p>The Redmond, Wash.-based company uses AI to help law-enforcement, defense, and public-sector customers harness data. Airship’s “large” contract with a DOJ agency is for the company’s “video and data-management platform supporting emerging public-safety and investigative requirements,” according to a release.</p><p style=\"text-align: start;\">Paul Allen, the company’s president, said in the release that Airship AI has a “strong pipeline” for the year.</p><p style=\"text-align: start;\">Airship AI is still a relatively tiny company, with a market capitalization of about $135 million. The company went public in December through a merger with a special-purpose acquisition company.</p><p style=\"text-align: start;\">A June 2023 presentation on Airship’s investor-relations site says the company generated $14.5 million in revenue during 2022, with a 58% gross margin and “positive” earnings before interest, taxes, depreciation and amortization, or Ebitda.</p><p style=\"text-align: start;\">Airship’s letter to shareholders this January highlighted a $10.9 million award from the U.S. Department of Homeland Security. At the time, the company said it had a roughly $11.8 million backlog “that will be delivered and invoiced” across the first and second quarters of 2024.</p><p style=\"text-align: start;\">Other relatively small AI plays have also generated investor attention lately. One is SoundHound AI Inc., which now has a market cap worth $1.5 billion and started seeing stock momentum earlier this year after Nvidia Corp. listed a stake on its own 13-F filing with the Securities and Exchange Commission. SoundHound generated roughly $17 million in revenue during its latest quarter while racking up an $18 million net loss.</p><p>SoundHound’s stock was down 12% in Tuesday’s session, while shares of C3.ai Inc., which is worth $3.8 billion in market cap, were down about 8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AISP":"Airship AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137806658","content_text":"The company uses AI to help law-enforcement and defense customers harness dataAirship AI nabbed a contract with the Department of Justice, it said Tuesday.The technology sector moved lower Tuesday, taking with it a host of hot stocks that had been riding Wall Street’s enthusiasm for the artificial-intelligence revolution.But one small name stood out in a big way in a sea of mostly red: Shares of Airship AI Holdings Inc. rocketed 200%, after the sensor and data-management company said it received a contract with the U.S. Department of Justice.And the shares jumped another 15% in extended trading.The Redmond, Wash.-based company uses AI to help law-enforcement, defense, and public-sector customers harness data. Airship’s “large” contract with a DOJ agency is for the company’s “video and data-management platform supporting emerging public-safety and investigative requirements,” according to a release.Paul Allen, the company’s president, said in the release that Airship AI has a “strong pipeline” for the year.Airship AI is still a relatively tiny company, with a market capitalization of about $135 million. The company went public in December through a merger with a special-purpose acquisition company.A June 2023 presentation on Airship’s investor-relations site says the company generated $14.5 million in revenue during 2022, with a 58% gross margin and “positive” earnings before interest, taxes, depreciation and amortization, or Ebitda.Airship’s letter to shareholders this January highlighted a $10.9 million award from the U.S. Department of Homeland Security. At the time, the company said it had a roughly $11.8 million backlog “that will be delivered and invoiced” across the first and second quarters of 2024.Other relatively small AI plays have also generated investor attention lately. One is SoundHound AI Inc., which now has a market cap worth $1.5 billion and started seeing stock momentum earlier this year after Nvidia Corp. listed a stake on its own 13-F filing with the Securities and Exchange Commission. SoundHound generated roughly $17 million in revenue during its latest quarter while racking up an $18 million net loss.SoundHound’s stock was down 12% in Tuesday’s session, while shares of C3.ai Inc., which is worth $3.8 billion in market cap, were down about 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}