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Ariyan danish

02-12

spend time increasing my knowledge in trading and focus on how to be better

Ariyan danish

02-12

no as february rank is one of the worst

Ariyan danish

02-12

Great ariticle, would you like to share it?

@ZEROHERO:Bitcoin Halving Event Causes A Rise In BTC? 🚀

Ariyan danish

02-12

Great ariticle, would you like to share it?

@TigerEvents:[Surprise 3] Capture the "Dragon" and Share the Festive Vibes!

Ariyan danish

02-12

Great ariticle, would you like to share it?

@TigerEvents:[Surprise 3] Capture the "Dragon" and Share the Festive Vibes!

Ariyan danish

02-12

Great ariticle, would you like to share it?

@TigerEvents:[Surprise 3] Capture the "Dragon" and Share the Festive Vibes!

Ariyan danish

02-12

Great ariticle, would you like to share it?

@TigerEvents:[Surprise 3] Capture the "Dragon" and Share the Festive Vibes!

Ariyan danish

02-12

Great ariticle, would you like to share it?

@TigerEvents:[Surprise 3] Capture the "Dragon" and Share the Festive Vibes!

Ariyan danish

02-12

Great ariticle, would you like to share it?

@TigerEvents:[Surprise 3] Capture the "Dragon" and Share the Festive Vibes!

Ariyan danish

02-12

Great ariticle, would you like to share it?

@JC888:$ARM yourself for Long-Term gains, Now?

Ariyan danish

02-12

whats the point can someone explain

Ariyan danish

02-12

Arm Holdings' Earnings: Showering Profits

Ariyan danish

02-12

cool

Weekly Hottest Sector | Palantir Soars 43% on Robust AI Demand; Arm Surges 62% As AI Spurs Chip Upgrades

Ariyan danish

02-12

Sorry, the original content has been removed

Ariyan danish

02-12

Sorry, the original content has been removed

Go to Tiger App to see more news

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Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964277215352,"gmtCreate":1707679452801,"gmtModify":1707679455892,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964277215352","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. 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Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272963885613136,"gmtCreate":1707679452212,"gmtModify":1707679455408,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272963885613136","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. 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Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! 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What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964273827960,"gmtCreate":1707679451974,"gmtModify":1707679455084,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964273827960","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964232274144,"gmtCreate":1707679451968,"gmtModify":1707679455647,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964232274144","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964141781272,"gmtCreate":1707679431682,"gmtModify":1707679435598,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964141781272","repostId":"272442396131464","repostType":1,"repost":{"id":272442396131464,"gmtCreate":1707552196744,"gmtModify":1707615602670,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"$ARM yourself for Long-Term gains, Now?","htmlText":"On the eve of Chinese New Year’s Eve (Thu, 08 Feb 2024), US stocks were moving in different directions. There were some outsized gains seen in semiconductor stocks, as investors looked ahead to the annual consumer-price index revision due on Fri, 09 Feb 2024. As noted by Morgan Stanley economist Diego Anzoategui: Last year’s revision was large, showing much weaker disinflation throughout 2022 and added uncertainty ahead. However, do not expect another big change for impending release. By the clock chimed at 4:00pm US time: DJIA: +0.13% (+48.97 to 38,726.33). S&amp;P 500: +0.06% (+2.85 to 4,997.91). Shy of the 5,000 market. Nasdaq: +0.24% (+37.07 to 15,793.72). Stocks that bolstered the Indexes included: Monolithic Power Systems, Inc. (MPWR): +14.20% Walt Disney (DIS): +11.50%. ON Semicondu","listText":"On the eve of Chinese New Year’s Eve (Thu, 08 Feb 2024), US stocks were moving in different directions. There were some outsized gains seen in semiconductor stocks, as investors looked ahead to the annual consumer-price index revision due on Fri, 09 Feb 2024. As noted by Morgan Stanley economist Diego Anzoategui: Last year’s revision was large, showing much weaker disinflation throughout 2022 and added uncertainty ahead. However, do not expect another big change for impending release. By the clock chimed at 4:00pm US time: DJIA: +0.13% (+48.97 to 38,726.33). S&amp;P 500: +0.06% (+2.85 to 4,997.91). Shy of the 5,000 market. Nasdaq: +0.24% (+37.07 to 15,793.72). Stocks that bolstered the Indexes included: Monolithic Power Systems, Inc. (MPWR): +14.20% Walt Disney (DIS): +11.50%. ON Semicondu","text":"On the eve of Chinese New Year’s Eve (Thu, 08 Feb 2024), US stocks were moving in different directions. There were some outsized gains seen in semiconductor stocks, as investors looked ahead to the annual consumer-price index revision due on Fri, 09 Feb 2024. As noted by Morgan Stanley economist Diego Anzoategui: Last year’s revision was large, showing much weaker disinflation throughout 2022 and added uncertainty ahead. However, do not expect another big change for impending release. By the clock chimed at 4:00pm US time: DJIA: +0.13% (+48.97 to 38,726.33). S&P 500: +0.06% (+2.85 to 4,997.91). Shy of the 5,000 market. Nasdaq: +0.24% (+37.07 to 15,793.72). Stocks that bolstered the Indexes included: Monolithic Power Systems, Inc. (MPWR): +14.20% Walt Disney (DIS): +11.50%. ON Semicondu","images":[{"img":"https://community-static.tradeup.com/news/299024be477c33c5e2d139af7ce8738f","width":"642","height":"250"},{"img":"https://community-static.tradeup.com/news/22cabe087ad369223e030d674c3d880d","width":"962","height":"622"},{"img":"https://community-static.tradeup.com/news/8559037c7f225e401f050f763c56aa00","width":"448","height":"142"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272442396131464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272963110392032,"gmtCreate":1707679178071,"gmtModify":1707679182820,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"whats the point can someone explain","listText":"whats the point can someone explain","text":"whats the point can someone explain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":4,"link":"https://ttm.financial/post/272963110392032","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272962054369344,"gmtCreate":1707679057689,"gmtModify":1707698049435,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272962054369344","repostId":"2410741773","repostType":2,"repost":{"id":"2410741773","kind":"highlight","pubTimestamp":1707550757,"share":"https://ttm.financial/m/news/2410741773?lang=&edition=fundamental","pubTime":"2024-02-10 15:39","market":"us","language":"en","title":"Arm Holdings' Earnings: Showering Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2410741773","media":"seekingalpha","summary":"And given that its guidance for the quarter ahead points to approximately 44% y/y revenue growth rates, I believe the answer is markedly affirmative. Case in point, as you can see in the graphic that follows, Arm wasn't supposed to turn around its prospects until much later in 2024. SA Premium Given that Arm has so significantly turned around its revenues, this has dramatically destroyed the bear case facing this stock, namely that its stock was ove","content":"<html><head></head><body><ul style=\"\"><li><p>Arm Holdings has demonstrated a turnaround in its business and is back to growth mode, debunking its bear case.</p></li><li><p>The company&#39;s near-term prospects are positive, with growth expected in both royalty and license revenue.</p></li><li><p>Arm&#39;s revenue growth rates have turned around, with a projected 44% y/y growth for the upcoming quarter.</p></li><li><p>There&#39;s a lot to like here.</p></li></ul><h2 id=\"id_2879109661\">Investment Thesis</h2><p><strong>Arm Holdings</strong> had a bear case against it - that the stock was too expensive. Well, Arm&#39;s impressive guidance provided with its fiscal Q3 2024 results demonstrated to all that this business has now turned around and is back to growth mode.</p><p>On the surface, I estimate Arm is priced at 69x forward free cash flows. But this is a worst-case scenario and presumes that Arm minimally benefits from strong operating leverage. Perhaps, a more realistic outlook would put this stock priced at 50x forward free cash flows, which appears to be the going price for world-class chip companies, particularly given that Arm is expecting to grow by approximately 25% to 30% CAGR in the coming year.</p><h2 id=\"id_4197282984\">Why Arm? Why Now?</h2><p>Arm&#39;s near-term prospects appear positive with growth attributed to both royalty and license revenue, with the highest-ever royalty revenue driven by factors such as increased adoption of Armv9 technology. The transition to Armv9 products, with royalty rates typically double those of Armv8, is a significant contributor to revenue growth.</p><p>Arm is gaining market share in growth markets like cloud servers and automotive, further boosting royalty revenue. The recovery in the broader semiconductor market, particularly in smartphones, also positively impacted Q3 results (more on this soon).</p><p>Additionally, Arm&#39;s licensing revenue is supported by rising demand for new technology driven by AI applications, making Arm a key player in the AI ecosystem.</p><p>However, Arm is not without its challenges. The global supply chain uncertainties could impact Arm&#39;s performance, as seen in cautious data points from the smartphone ecosystem.</p><p>The company&#39;s success is also contingent on the broader economic environment, especially in the context of rapidly evolving AI space.</p><p>Given this framework, let&#39;s now discuss its financials.</p><h2 id=\"id_783736573\">Revenue Growth Rates Have Turned Around</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b4653389e8acfbb62d65da79fbdd00\" tg-width=\"640\" tg-height=\"224\"/></p><p>ARM revenue growth rates</p><p>Arm&#39;s royal revenues turned around and this helped the company deliver 14% y/y CAGR on the topline for its fiscal Q3 2024 results.</p><p>But what investors craved to know and have been pleasantly reassured by is whether this was likely to be true for Arm?</p><p>And given that its guidance for the quarter ahead points to approximately 44% y/y revenue growth rates, I believe the answer is markedly affirmative.</p><p>Case in point, as you can see in the graphic that follows, Arm wasn&#39;t supposed to turn around its prospects until much later in 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70a9780768386821c6de0ec7f045942b\" tg-width=\"640\" tg-height=\"301\"/></p><p>SA Premium</p><p>Given that Arm has so significantly turned around its revenues, this has dramatically destroyed the bear case facing this stock, namely that its stock was overpriced.</p><h2 id=\"id_488853395\">ARM Stock Valuation -- 69x Forward Free Cash Flow</h2><p>As it stands right now, Arm is on an annualized EPS figure of $1.30, which equates to approximately $1.05 billion of free cash flow. But at the pace that Arm is growing its revenues, it&#39;s possible that in the coming year, its free cash flow would be approximately $1.5 billion.</p><p>Consequently, including the 30% premarket jump, I believe that Arm is priced at 69x forward free cash flows.</p><p>Is this cheap? No! I don&#39;t believe any serious and rational investors would contend that Arm is cheaply priced. But at the same time, I don&#39;t know many businesses with the scale or distinctive competitive advantage in the semiconductor industry as Arm.</p><p>More specifically, Arm has an extremely high-margin business, with minimal need for capex. Therefore, to grow, Arm does so without having to reinvest massive sums back into the business.</p><p>One of Arm Holdings&#39; notable peers in the semiconductor industry is Intel (INTC) which, while operating in a similar space, employs a different business model and focuses on manufacturing its own chips, and doesn&#39;t license its technology.</p><h2 id=\"id_302300739\">The Bottom Line</h2><p>In wrapping up, I believe Arm Holdings has effectively debunked its bear case through its impressive guidance.</p><p>The turnaround in revenue growth rates, particularly the noteworthy 44% y/y projection for the upcoming quarter, showcases the company&#39;s resurgence and alleviates concerns about its prior overvaluation.</p><p>Although the current valuation is positioned at 69x forward free cash flows, adopting a more pragmatic perspective suggests a more reasonable 50x forward free cash flows. This valuation aligns with industry standards for top-tier chip companies. Despite the seemingly high valuation, Arm&#39;s distinctive standing in the semiconductor industry, characterized by substantial free cash flow margins, distinguishes it. As I project a 25% to 30% compound annual growth rate in the upcoming year and its continued success in the AI ecosystem, I find Arm to be a compelling investment option.</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>Arm Holdings' Earnings: Showering Profits</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\">\nArm Holdings' Earnings: Showering Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-10 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4668593-arm-holdings-earnings-showering-profits><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Arm Holdings has demonstrated a turnaround in its business and is back to growth mode, debunking its bear case.The company's near-term prospects are positive, with growth expected in both royalty and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4668593-arm-holdings-earnings-showering-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","ARM":"ARM Holdings","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4515":"5G概念","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4512":"苹果概念","BK4535":"淡马锡持仓","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股"},"source_url":"https://seekingalpha.com/article/4668593-arm-holdings-earnings-showering-profits","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2410741773","content_text":"Arm Holdings has demonstrated a turnaround in its business and is back to growth mode, debunking its bear case.The company's near-term prospects are positive, with growth expected in both royalty and license revenue.Arm's revenue growth rates have turned around, with a projected 44% y/y growth for the upcoming quarter.There's a lot to like here.Investment ThesisArm Holdings had a bear case against it - that the stock was too expensive. Well, Arm's impressive guidance provided with its fiscal Q3 2024 results demonstrated to all that this business has now turned around and is back to growth mode.On the surface, I estimate Arm is priced at 69x forward free cash flows. But this is a worst-case scenario and presumes that Arm minimally benefits from strong operating leverage. Perhaps, a more realistic outlook would put this stock priced at 50x forward free cash flows, which appears to be the going price for world-class chip companies, particularly given that Arm is expecting to grow by approximately 25% to 30% CAGR in the coming year.Why Arm? Why Now?Arm's near-term prospects appear positive with growth attributed to both royalty and license revenue, with the highest-ever royalty revenue driven by factors such as increased adoption of Armv9 technology. The transition to Armv9 products, with royalty rates typically double those of Armv8, is a significant contributor to revenue growth.Arm is gaining market share in growth markets like cloud servers and automotive, further boosting royalty revenue. The recovery in the broader semiconductor market, particularly in smartphones, also positively impacted Q3 results (more on this soon).Additionally, Arm's licensing revenue is supported by rising demand for new technology driven by AI applications, making Arm a key player in the AI ecosystem.However, Arm is not without its challenges. The global supply chain uncertainties could impact Arm's performance, as seen in cautious data points from the smartphone ecosystem.The company's success is also contingent on the broader economic environment, especially in the context of rapidly evolving AI space.Given this framework, let's now discuss its financials.Revenue Growth Rates Have Turned AroundARM revenue growth ratesArm's royal revenues turned around and this helped the company deliver 14% y/y CAGR on the topline for its fiscal Q3 2024 results.But what investors craved to know and have been pleasantly reassured by is whether this was likely to be true for Arm?And given that its guidance for the quarter ahead points to approximately 44% y/y revenue growth rates, I believe the answer is markedly affirmative.Case in point, as you can see in the graphic that follows, Arm wasn't supposed to turn around its prospects until much later in 2024.SA PremiumGiven that Arm has so significantly turned around its revenues, this has dramatically destroyed the bear case facing this stock, namely that its stock was overpriced.ARM Stock Valuation -- 69x Forward Free Cash FlowAs it stands right now, Arm is on an annualized EPS figure of $1.30, which equates to approximately $1.05 billion of free cash flow. But at the pace that Arm is growing its revenues, it's possible that in the coming year, its free cash flow would be approximately $1.5 billion.Consequently, including the 30% premarket jump, I believe that Arm is priced at 69x forward free cash flows.Is this cheap? No! I don't believe any serious and rational investors would contend that Arm is cheaply priced. But at the same time, I don't know many businesses with the scale or distinctive competitive advantage in the semiconductor industry as Arm.More specifically, Arm has an extremely high-margin business, with minimal need for capex. Therefore, to grow, Arm does so without having to reinvest massive sums back into the business.One of Arm Holdings' notable peers in the semiconductor industry is Intel (INTC) which, while operating in a similar space, employs a different business model and focuses on manufacturing its own chips, and doesn't license its technology.The Bottom LineIn wrapping up, I believe Arm Holdings has effectively debunked its bear case through its impressive guidance.The turnaround in revenue growth rates, particularly the noteworthy 44% y/y projection for the upcoming quarter, showcases the company's resurgence and alleviates concerns about its prior overvaluation.Although the current valuation is positioned at 69x forward free cash flows, adopting a more pragmatic perspective suggests a more reasonable 50x forward free cash flows. This valuation aligns with industry standards for top-tier chip companies. Despite the seemingly high valuation, Arm's distinctive standing in the semiconductor industry, characterized by substantial free cash flow margins, distinguishes it. As I project a 25% to 30% compound annual growth rate in the upcoming year and its continued success in the AI ecosystem, I find Arm to be a compelling investment option.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272961897550016,"gmtCreate":1707679030135,"gmtModify":1707698049396,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272961897550016","repostId":"1136638941","repostType":2,"repost":{"id":"1136638941","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1707609843,"share":"https://ttm.financial/m/news/1136638941?lang=&edition=fundamental","pubTime":"2024-02-11 08:04","market":"us","language":"en","title":"Weekly Hottest Sector | Palantir Soars 43% on Robust AI Demand; Arm Surges 62% As AI Spurs Chip Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=1136638941","media":"Tiger Newspress","summary":"This week, some major events occurred in the AI field. Arm forecast beats estimates as AI spurs chip upgrades while Palantir forecasts strong 2024 profit on robust AI demand.Here is the detailed infor","content":"<html><head></head><body><p>This week, some major events occurred in the AI field. Arm forecast beats estimates as AI spurs chip upgrades while Palantir forecasts strong 2024 profit on robust AI demand.</p><p>Here is the detailed information you need to know.</p><h3 id=\"id_1309777887\">Google Rebrands Bard Chatbot as Gemini in Race With OpenAI</h3><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a>’s Google rebranded its chatbot and rolled out a new subscription plan that will give people access to its most powerful artificial intelligence model, placing it squarely in competition with rival OpenAI.</p><p>Google’s chatbot, which had been known as Bard and was its answer to OpenAI’s ChatGPT, will now be called Gemini. A version will continue to be available for free, but people willing to pay $19.99 for a monthly subscription will gain access to Google’s most advanced tool in its Gemini family of AI models, the Ultra 1.0. The Ultra model, which becomes available to the broader public on Thursday, performs better with more complex tasks such as coding and logical reasoning, the company said.</p><h3 id=\"id_3085158005\">Arm Forecast Beats Estimates As AI Spurs Chip Upgrades</h3><p>Arm Holdings surged more than 62% this week as the British tech company forecast fiscal fourth-quarter sales and adjusted profit above Wall Street expectations as customers aim to design new chips for artificial intelligence work, generating higher royalties.</p><p>Arm&#39;s forecast ranges for its fourth quarter had midpoints of $875 million for sales and 30 cents per share for adjusted earnings, above estimates of $780.3 million and 21 cents per share, according to LSEG data.</p><h3 id=\"id_1743034701\">Palantir Forecasts Strong 2024 Profit on Robust AI Demand</h3><p>Palantir shares surged 43% this week as 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>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><h3 id=\"id_3975559065\">Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI</h3><p>Sam Altman was already trying to lead the development of human-level artificial intelligence. Now he has another great ambition: raising trillions of dollars to reshape the global semiconductor industry.</p><p>The OpenAI chief executive officer is in talks with investors including the United Arab Emirates government to raise funds for a wildly ambitious tech initiative that would boost the world&#39;s chip-building capacity and expand its ability to power AI, among other things, and cost several trillion dollars, according to people familiar with the matter. The project could require raising as much as $5 trillion to $7 trillion, one of the people said.</p><h3 id=\"id_4091404928\">ASML Shows Off $380 Million, 165-Ton Machine Behind AI Shift</h3><p><a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a> is showing off its latest chipmaking machine, a €350 million ($380 million) piece of equipment that weighs as much as two Airbus A320s.</p><p>Media outlets were given a tour on Friday of the system known as High-NA extreme ultraviolet. Intel Corp. has already placed orders for the machine and got the first one shipped to a factory in Oregon in late December. The company plans to start making chips with it in late 2025.</p><h3 id=\"id_952431849\" style=\"text-align: start;\">Nvidia, Cisco to Help Companies Build In-House AI Computing</h3><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> and <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems Inc.</a> are teaming up to make it easier for corporations to build their own AI computing infrastructure, an attempt to push the technology beyond the big data-center providers.</p><p style=\"text-align: start;\">Under an arrangement announced Tuesday, Cisco will offer Nvidia-based equipment — popular for developing artificial intelligence models — along with its networking gear.</p><h3 id=\"id_2817079020\"></h3></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>Weekly Hottest Sector | Palantir Soars 43% on Robust AI Demand; Arm Surges 62% As AI Spurs Chip Upgrades</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\">\nWeekly Hottest Sector | Palantir Soars 43% on Robust AI Demand; Arm Surges 62% As AI Spurs Chip Upgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-11 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This week, some major events occurred in the AI field. Arm forecast beats estimates as AI spurs chip upgrades while Palantir forecasts strong 2024 profit on robust AI demand.</p><p>Here is the detailed information you need to know.</p><h3 id=\"id_1309777887\">Google Rebrands Bard Chatbot as Gemini in Race With OpenAI</h3><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a>’s Google rebranded its chatbot and rolled out a new subscription plan that will give people access to its most powerful artificial intelligence model, placing it squarely in competition with rival OpenAI.</p><p>Google’s chatbot, which had been known as Bard and was its answer to OpenAI’s ChatGPT, will now be called Gemini. A version will continue to be available for free, but people willing to pay $19.99 for a monthly subscription will gain access to Google’s most advanced tool in its Gemini family of AI models, the Ultra 1.0. The Ultra model, which becomes available to the broader public on Thursday, performs better with more complex tasks such as coding and logical reasoning, the company said.</p><h3 id=\"id_3085158005\">Arm Forecast Beats Estimates As AI Spurs Chip Upgrades</h3><p>Arm Holdings surged more than 62% this week as the British tech company forecast fiscal fourth-quarter sales and adjusted profit above Wall Street expectations as customers aim to design new chips for artificial intelligence work, generating higher royalties.</p><p>Arm&#39;s forecast ranges for its fourth quarter had midpoints of $875 million for sales and 30 cents per share for adjusted earnings, above estimates of $780.3 million and 21 cents per share, according to LSEG data.</p><h3 id=\"id_1743034701\">Palantir Forecasts Strong 2024 Profit on Robust AI Demand</h3><p>Palantir shares surged 43% this week as 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>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><h3 id=\"id_3975559065\">Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI</h3><p>Sam Altman was already trying to lead the development of human-level artificial intelligence. Now he has another great ambition: raising trillions of dollars to reshape the global semiconductor industry.</p><p>The OpenAI chief executive officer is in talks with investors including the United Arab Emirates government to raise funds for a wildly ambitious tech initiative that would boost the world&#39;s chip-building capacity and expand its ability to power AI, among other things, and cost several trillion dollars, according to people familiar with the matter. The project could require raising as much as $5 trillion to $7 trillion, one of the people said.</p><h3 id=\"id_4091404928\">ASML Shows Off $380 Million, 165-Ton Machine Behind AI Shift</h3><p><a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a> is showing off its latest chipmaking machine, a €350 million ($380 million) piece of equipment that weighs as much as two Airbus A320s.</p><p>Media outlets were given a tour on Friday of the system known as High-NA extreme ultraviolet. Intel Corp. has already placed orders for the machine and got the first one shipped to a factory in Oregon in late December. The company plans to start making chips with it in late 2025.</p><h3 id=\"id_952431849\" style=\"text-align: start;\">Nvidia, Cisco to Help Companies Build In-House AI Computing</h3><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> and <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems Inc.</a> are teaming up to make it easier for corporations to build their own AI computing infrastructure, an attempt to push the technology beyond the big data-center providers.</p><p style=\"text-align: start;\">Under an arrangement announced Tuesday, Cisco will offer Nvidia-based equipment — popular for developing artificial intelligence models — along with its networking gear.</p><h3 id=\"id_2817079020\"></h3></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","PLTR":"Palantir Technologies Inc.","ARM":"ARM Holdings","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136638941","content_text":"This week, some major events occurred in the AI field. Arm forecast beats estimates as AI spurs chip upgrades while Palantir forecasts strong 2024 profit on robust AI demand.Here is the detailed information you need to know.Google Rebrands Bard Chatbot as Gemini in Race With OpenAIAlphabet Inc.’s Google rebranded its chatbot and rolled out a new subscription plan that will give people access to its most powerful artificial intelligence model, placing it squarely in competition with rival OpenAI.Google’s chatbot, which had been known as Bard and was its answer to OpenAI’s ChatGPT, will now be called Gemini. A version will continue to be available for free, but people willing to pay $19.99 for a monthly subscription will gain access to Google’s most advanced tool in its Gemini family of AI models, the Ultra 1.0. The Ultra model, which becomes available to the broader public on Thursday, performs better with more complex tasks such as coding and logical reasoning, the company said.Arm Forecast Beats Estimates As AI Spurs Chip UpgradesArm Holdings surged more than 62% this week as the British tech company forecast fiscal fourth-quarter sales and adjusted profit above Wall Street expectations as customers aim to design new chips for artificial intelligence work, generating higher royalties.Arm's forecast ranges for its fourth quarter had midpoints of $875 million for sales and 30 cents per share for adjusted earnings, above estimates of $780.3 million and 21 cents per share, according to LSEG data.Palantir Forecasts Strong 2024 Profit on Robust AI DemandPalantir shares surged 43% this week as 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.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.Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AISam Altman was already trying to lead the development of human-level artificial intelligence. Now he has another great ambition: raising trillions of dollars to reshape the global semiconductor industry.The OpenAI chief executive officer is in talks with investors including the United Arab Emirates government to raise funds for a wildly ambitious tech initiative that would boost the world's chip-building capacity and expand its ability to power AI, among other things, and cost several trillion dollars, according to people familiar with the matter. The project could require raising as much as $5 trillion to $7 trillion, one of the people said.ASML Shows Off $380 Million, 165-Ton Machine Behind AI ShiftASML Holding NV is showing off its latest chipmaking machine, a €350 million ($380 million) piece of equipment that weighs as much as two Airbus A320s.Media outlets were given a tour on Friday of the system known as High-NA extreme ultraviolet. Intel Corp. has already placed orders for the machine and got the first one shipped to a factory in Oregon in late December. The company plans to start making chips with it in late 2025.Nvidia, Cisco to Help Companies Build In-House AI ComputingNvidia Corp. and Cisco Systems Inc. are teaming up to make it easier for corporations to build their own AI computing infrastructure, an attempt to push the technology beyond the big data-center providers.Under an arrangement announced Tuesday, Cisco will offer Nvidia-based equipment — popular for developing artificial intelligence models — along with its networking gear.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272961854918848,"gmtCreate":1707679019727,"gmtModify":1707698049332,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272961854918848","repostId":"2410304642","repostType":2,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272961768333608,"gmtCreate":1707679008160,"gmtModify":1707698049238,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272961768333608","repostId":"2410836142","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":272963110392032,"gmtCreate":1707679178071,"gmtModify":1707679182820,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"whats the point can someone explain","listText":"whats the point can someone explain","text":"whats the point can someone explain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":4,"link":"https://ttm.financial/post/272963110392032","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272961854918848,"gmtCreate":1707679019727,"gmtModify":1707698049332,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272961854918848","repostId":"2410304642","repostType":2,"repost":{"id":"2410304642","kind":"highlight","pubTimestamp":1707632980,"share":"https://ttm.financial/m/news/2410304642?lang=&edition=fundamental","pubTime":"2024-02-11 14:29","market":"us","language":"en","title":"This Is What Is Wrong With Alibaba's Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2410304642","media":"seekingalpha","summary":"Despite apparently ticking all the right boxes, Alibaba continues to drift lower.At first sight, the company is dirt cheap, but there is quite obviously something wrong.In this article, I will highlight some of the key issues with Alibaba’s fundamentals, some of which matter even for the long term. Chesnot/Getty Images News What is wrong with Alibaba?","content":"<html><head></head><body><ul style=\"\"><li><p>Despite apparently ticking all the right boxes, Alibaba continues to drift lower.</p></li><li><p>At first sight, the company is dirt cheap, but there is quite obviously something wrong.</p></li><li><p>In this article, I will highlight some of the key issues with Alibaba’s fundamentals, some of which matter even for the long term.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4c217125cad7f5bbbd4d153a9a7340\" tg-width=\"594\" tg-height=\"380\"/></p><p>Chesnot/Getty Images News</p><h2 id=\"id_4155765161\">What is wrong with Alibaba?</h2><p>In my last review of Alibaba (NYSE:BABA) earnings I focused on &#34;hallucinations&#34;. However, already back in April 2023, when I had warned that Alibaba would remain cheap for a long time, I had asked myself whether it was me who maybe was hallucinating something, as the overwhelming majority of analysts took the other side of the trade.</p><p>But in the end, the stock became only cheaper and underperformed the S&amp;P 500 by a whopping 45%. Those bullish analysts were evidently missing something.</p><p>This time may be no different: Right after Alibaba&#39;s Q3/24 results, a lot of enthusiastic Buy ratings were issued.</p><p>When I look at Alibaba&#39;s earnings materials, I intuitively associate a famous Woody Allen scene from Take the Money and Run: He prepares for a date, showers, grooms himself at the mirror, leaves his apartment - but suddenly he comes right back in, and as the camera zooms out, it reveals he forgot his pants.</p><p>Alibaba ticks all the right boxes: Announces IPOs, buybacks, even a dividend, has great FCF, a gigantic net cash position, talks AI, future growth prospects, etc. - but once you consider the full picture something is still wrong.</p><h2 id=\"id_650007289\">Alibaba Q3/24 earnings review</h2><p>The company clearly felt the impact of a sluggish Chinese economy and, most importantly, of its growing competition. Key segments that make up over half of Alibaba&#39;s revenues and more than its entire net earnings like Cloud, Taobao and Tmall barely grew. In contrast, the strongly growing international commerce segment did so at a hefty cost, growing its losses almost 5-fold. As a result, total net profits were down 4% even on an adjusted basis and below consensus. After factoring in mark-to-market changes from equity investments and large impairments mainly relating to Sun Art and Youku, net profits were down 69%.</p><p>Adjusted EBITDA came in roughly flat, while free cash flow felt the impact of higher capex and working capital additions and was down 31% YoY. For the first nine months, FCF was flat at $20B. If Q4 brings in similar FCF as in Q4/23, for the full year Alibaba will rake in $25B of FCF, flat YoY, corresponding to 14% of its market cap.</p><p>In Q3, share-based compensation was down 30% YoY.</p><p>To assuage investor concerns, management increased its buyback authorization by a huge $25B, which means that over the next three years the total amount available for repurchases stands at over $35B or 20% of the company&#39;s market cap. (At least in theory - see below.)</p><p>As explained during the Alibaba Q3/24 earnings conference call, there are some limitations to buybacks, as the company&#39;s cash cannot be used entirely offshore. Still, management intends to use buybacks to bring total shareholder returns to roughly the same level of Treasury Bills: 1.4% of dividend yield plus about 3% of equity reduction.</p><p>At this point, we have Woody Allen nicely dressed up - not George Clooney, but, well, at least a clean look.</p><h2 id=\"id_323889540\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a> out on Alibaba&#39;s Q3/24 earnings</h2><p>Over the past few years, most investors have gone from expecting Alibaba to be George Clooney (or the Amazon (AMZN) of China) to being ok with getting Woody Allen. Now they seem to be preparing for being ok with Woody Allen without pants.</p><p>In fact, Alibaba was expected to grow earnings by the double-digits for many years, but it is not growing anymore.</p><p>Several of its manifold ventures have suffered large impairments. Competition is on the rise, and if competition managed to bother almighty Alibaba at home, it certainly has more than a shot to do so internationally as well. It is probably just a question of time.</p><p>In the meantime, Alibaba is trying to fortify its first-mover advantage by pouring more and more money into its international activities. A few years ago, in the ZIRP days, investors would have stopped reading the press release after the GMV and revenue data. Today, they look at net earnings as well. And they highly doubt the final result will justify those expenses.</p><p>For example, in Europe concerns regarding the large inflow of Chinese small-ticket items are growing: They are eluding import duties, often don&#39;t correspond to European safety standards and overall represent clearly unfair competition for Europe&#39;s own manufacturers. So tighter regulations might curb future growth for international Chinese e-commerce players.</p><p>We can always rationalize the current situation and put the blame on the general economy, geopolitical tensions, the need for growing AI investments to bolster future returns, etc. - but the fact is that Alibaba&#39;s Cloud and Chinese e-commerce businesses have lost market share. Actually, they have lost far more market share than (the few) sceptical investors had expected. - How can we be sure that the trend is reversible? Why shouldn&#39;t it accelerate?</p><p>There hasn&#39;t been a lack of distractions for Alibaba management, many of which self-inflicted: Think about the botched Ant Group IPO, the continuous management reshuffling, the first announced, then mostly retracted IPO plans. Management now says that market conditions are not right. But were they right one year ago? Chinese stocks and Alibaba were in the doghouse long before those multi-IPO plans were announced. So why is management backpedalling? We just don&#39;t know.</p><p>Many investors point to the huge FCF and the net cash position. How much of this cash will be actually given back to shareholders? In 2023, Alibaba spent $9.5B for a 3.3% net reduction of the share count. It currently has the equivalent of 2.5B ADS outstanding, which means the 3.3% reduction corresponds to 85m ADS. Yet the company repurchased a total of 112m ADS in 2023. The difference of 27m ADS were just neutralizing share issuance. Hence, we might argue that instead of paying ~$85 per ADS (9,500/112), the effective cost was $112 per ADS (9,500/85).</p><p>As a note aside, many investors overvalue the value-generating effect of share repurchases. If done at fair value, the net effect of share repurchases on intrinsic value per continuing share is exactly zero, as cash on hand owned by continuing shareholders is exchanged for a greater slice of the business.</p><p>Since I expect objections, just look at this simple example: Company Onehundred, Inc. has 100 shares outstanding, its business is worth $100 and it has net cash of $100. Therefore Onehundred&#39;s fair value and market cap is $200 or $2 per share. If the company repurchases 50% of shares outstanding for $100, the continuing shareholders still own the entire business worth $100, but no net cash anymore. Consequently, each of the remaining 50 shares is worth $2 - the same as before the massive buyback.</p><p>To be accretive, repurchases need to be done substantially below fair value. - But what if management effectively always pays 30% more than market value as in the case of Alibaba? Investors should probably consider that, over time, those share repurchases are more likely to destroy some value.</p><p>At this point I would expect the objection that, during the past few quarters, share-based compensation has come down enormously (roughly 50% YTD). Right, but this is mainly due to the current lower market value of the awards granted. In other words: The same number of awards were granted, they were just worth less - at the moment of issuance. But if you are a bull and believe the stock will go up, the effective value of these grants will increase as well. To neutralize their effect, management will need to spend a growing part of its FCF.</p><h2 id=\"id_2598212957\">A look into Alibaba&#39;s future</h2><p>At this point we have the full picture of Woody Allen dressed up, but without pants. Sure, he can slide into a pair of trousers and meet the girl, but will the date be a success? - We certainly have many reasons to be doubtful.</p><p>Personally, instead of factoring in a 20% share count reduction over the next 3 years, I believe half of this number is probably more realistic - which is actually in line with management guidance of 3% per year.</p><p>Given the sickening volatility of the stock and the unpredictability of the business, coupled with general concerns regarding China, a total return of 4-5% is obviously not enough. Investors want far more, which means Alibaba needs to grow net earnings from here.</p><p>It has squandered a lot of money on ventures like Sun Art which it now wants to exit. But issues like these should be considered part of the game - and part of the reason why until a few years ago the fast evolving tech space used to trade for relatively low multiples compared to its growth rates. It was simply deemed to be too unpredictable and at least some huge capital allocation mistakes had to be factored in.</p><p>Investors don&#39;t need Alibaba to trade for 30x earnings to make a killing. If Alibaba traded for just 14x its FCF, it would double from here. The only question that matters is how it can get the multiple to expand.</p><p>First of all, as we have seen, a haircut to FCF is appropriate, as 25-50% of it (depending on the stock price) will simply go into the neutralization of share issuance.</p><p>Assuming no growth, but just steady FCF generation over the next three years, Alibaba will roughly generate $75B of FCF and use $35B of it to buy back 10% of its shares. In addition I assume it will pay in total ~$4 of dividends per share, for a total of $10B. Therefore, three years from now, net cash will have increased by $30B. If the stock traded for 10x FCF, it would stand at $111 per ADS, i.e. from today shareholders would get a very decent total return of roughly 50%.</p><p>The 10x FCF multiple actually is not that much of an expansion from today&#39;s 7.2x, since the projected accumulation of additional net cash would be worth 1.2x on its own.</p><p>Given the very conservative - if not outright bearish - assumptions underlying my projection, it is pretty evident that Alibaba is cheap. To improve its multiple, investors will need to see steadiness and predictability - not only of the general environment and Chinese regulations, but perhaps most importantly from the company itself. If management continues to act erratically and/or geopolitical tensions and/or regulatory interventions continue to weigh on sentiment, expect investors to stay cautious.</p><p>In order to make more than just a decent return, Alibaba also needs to grow earnings. Currently, investors have the impression that the company is embarking in a major investment phase and are not willing to pay up for the promise of later profits, given past experiences and the general geopolitical picture. I believe this attitude is unlikely to change quickly and therefore keep my Hold rating, although I acknowledge that the risk/reward is starting to look asymmetrical at the current valuation.</p><p>Given how intertwined the Alibaba story is with general political issues, I strongly advise against trading the stock on any kind of short-term &#34;signals&#34;. While in general a bad idea for any stock, in the case of Alibaba negative news of all sorts can surface any minute of every day and make you lose your pants for real.</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>This Is What Is Wrong With Alibaba's Earnings</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\">\nThis Is What Is Wrong With Alibaba's Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-11 14:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4669234-this-is-what-is-wrong-alibabas-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite apparently ticking all the right boxes, Alibaba continues to drift lower.At first sight, the company is dirt cheap, but there is quite obviously something wrong.In this article, I will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4669234-this-is-what-is-wrong-alibabas-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4669234-this-is-what-is-wrong-alibabas-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2410304642","content_text":"Despite apparently ticking all the right boxes, Alibaba continues to drift lower.At first sight, the company is dirt cheap, but there is quite obviously something wrong.In this article, I will highlight some of the key issues with Alibaba’s fundamentals, some of which matter even for the long term.Chesnot/Getty Images NewsWhat is wrong with Alibaba?In my last review of Alibaba (NYSE:BABA) earnings I focused on \"hallucinations\". However, already back in April 2023, when I had warned that Alibaba would remain cheap for a long time, I had asked myself whether it was me who maybe was hallucinating something, as the overwhelming majority of analysts took the other side of the trade.But in the end, the stock became only cheaper and underperformed the S&P 500 by a whopping 45%. Those bullish analysts were evidently missing something.This time may be no different: Right after Alibaba's Q3/24 results, a lot of enthusiastic Buy ratings were issued.When I look at Alibaba's earnings materials, I intuitively associate a famous Woody Allen scene from Take the Money and Run: He prepares for a date, showers, grooms himself at the mirror, leaves his apartment - but suddenly he comes right back in, and as the camera zooms out, it reveals he forgot his pants.Alibaba ticks all the right boxes: Announces IPOs, buybacks, even a dividend, has great FCF, a gigantic net cash position, talks AI, future growth prospects, etc. - but once you consider the full picture something is still wrong.Alibaba Q3/24 earnings reviewThe company clearly felt the impact of a sluggish Chinese economy and, most importantly, of its growing competition. Key segments that make up over half of Alibaba's revenues and more than its entire net earnings like Cloud, Taobao and Tmall barely grew. In contrast, the strongly growing international commerce segment did so at a hefty cost, growing its losses almost 5-fold. As a result, total net profits were down 4% even on an adjusted basis and below consensus. After factoring in mark-to-market changes from equity investments and large impairments mainly relating to Sun Art and Youku, net profits were down 69%.Adjusted EBITDA came in roughly flat, while free cash flow felt the impact of higher capex and working capital additions and was down 31% YoY. For the first nine months, FCF was flat at $20B. If Q4 brings in similar FCF as in Q4/23, for the full year Alibaba will rake in $25B of FCF, flat YoY, corresponding to 14% of its market cap.In Q3, share-based compensation was down 30% YoY.To assuage investor concerns, management increased its buyback authorization by a huge $25B, which means that over the next three years the total amount available for repurchases stands at over $35B or 20% of the company's market cap. (At least in theory - see below.)As explained during the Alibaba Q3/24 earnings conference call, there are some limitations to buybacks, as the company's cash cannot be used entirely offshore. Still, management intends to use buybacks to bring total shareholder returns to roughly the same level of Treasury Bills: 1.4% of dividend yield plus about 3% of equity reduction.At this point, we have Woody Allen nicely dressed up - not George Clooney, but, well, at least a clean look.Zoom out on Alibaba's Q3/24 earningsOver the past few years, most investors have gone from expecting Alibaba to be George Clooney (or the Amazon (AMZN) of China) to being ok with getting Woody Allen. Now they seem to be preparing for being ok with Woody Allen without pants.In fact, Alibaba was expected to grow earnings by the double-digits for many years, but it is not growing anymore.Several of its manifold ventures have suffered large impairments. Competition is on the rise, and if competition managed to bother almighty Alibaba at home, it certainly has more than a shot to do so internationally as well. It is probably just a question of time.In the meantime, Alibaba is trying to fortify its first-mover advantage by pouring more and more money into its international activities. A few years ago, in the ZIRP days, investors would have stopped reading the press release after the GMV and revenue data. Today, they look at net earnings as well. And they highly doubt the final result will justify those expenses.For example, in Europe concerns regarding the large inflow of Chinese small-ticket items are growing: They are eluding import duties, often don't correspond to European safety standards and overall represent clearly unfair competition for Europe's own manufacturers. So tighter regulations might curb future growth for international Chinese e-commerce players.We can always rationalize the current situation and put the blame on the general economy, geopolitical tensions, the need for growing AI investments to bolster future returns, etc. - but the fact is that Alibaba's Cloud and Chinese e-commerce businesses have lost market share. Actually, they have lost far more market share than (the few) sceptical investors had expected. - How can we be sure that the trend is reversible? Why shouldn't it accelerate?There hasn't been a lack of distractions for Alibaba management, many of which self-inflicted: Think about the botched Ant Group IPO, the continuous management reshuffling, the first announced, then mostly retracted IPO plans. Management now says that market conditions are not right. But were they right one year ago? Chinese stocks and Alibaba were in the doghouse long before those multi-IPO plans were announced. So why is management backpedalling? We just don't know.Many investors point to the huge FCF and the net cash position. How much of this cash will be actually given back to shareholders? In 2023, Alibaba spent $9.5B for a 3.3% net reduction of the share count. It currently has the equivalent of 2.5B ADS outstanding, which means the 3.3% reduction corresponds to 85m ADS. Yet the company repurchased a total of 112m ADS in 2023. The difference of 27m ADS were just neutralizing share issuance. Hence, we might argue that instead of paying ~$85 per ADS (9,500/112), the effective cost was $112 per ADS (9,500/85).As a note aside, many investors overvalue the value-generating effect of share repurchases. If done at fair value, the net effect of share repurchases on intrinsic value per continuing share is exactly zero, as cash on hand owned by continuing shareholders is exchanged for a greater slice of the business.Since I expect objections, just look at this simple example: Company Onehundred, Inc. has 100 shares outstanding, its business is worth $100 and it has net cash of $100. Therefore Onehundred's fair value and market cap is $200 or $2 per share. If the company repurchases 50% of shares outstanding for $100, the continuing shareholders still own the entire business worth $100, but no net cash anymore. Consequently, each of the remaining 50 shares is worth $2 - the same as before the massive buyback.To be accretive, repurchases need to be done substantially below fair value. - But what if management effectively always pays 30% more than market value as in the case of Alibaba? Investors should probably consider that, over time, those share repurchases are more likely to destroy some value.At this point I would expect the objection that, during the past few quarters, share-based compensation has come down enormously (roughly 50% YTD). Right, but this is mainly due to the current lower market value of the awards granted. In other words: The same number of awards were granted, they were just worth less - at the moment of issuance. But if you are a bull and believe the stock will go up, the effective value of these grants will increase as well. To neutralize their effect, management will need to spend a growing part of its FCF.A look into Alibaba's futureAt this point we have the full picture of Woody Allen dressed up, but without pants. Sure, he can slide into a pair of trousers and meet the girl, but will the date be a success? - We certainly have many reasons to be doubtful.Personally, instead of factoring in a 20% share count reduction over the next 3 years, I believe half of this number is probably more realistic - which is actually in line with management guidance of 3% per year.Given the sickening volatility of the stock and the unpredictability of the business, coupled with general concerns regarding China, a total return of 4-5% is obviously not enough. Investors want far more, which means Alibaba needs to grow net earnings from here.It has squandered a lot of money on ventures like Sun Art which it now wants to exit. But issues like these should be considered part of the game - and part of the reason why until a few years ago the fast evolving tech space used to trade for relatively low multiples compared to its growth rates. It was simply deemed to be too unpredictable and at least some huge capital allocation mistakes had to be factored in.Investors don't need Alibaba to trade for 30x earnings to make a killing. If Alibaba traded for just 14x its FCF, it would double from here. The only question that matters is how it can get the multiple to expand.First of all, as we have seen, a haircut to FCF is appropriate, as 25-50% of it (depending on the stock price) will simply go into the neutralization of share issuance.Assuming no growth, but just steady FCF generation over the next three years, Alibaba will roughly generate $75B of FCF and use $35B of it to buy back 10% of its shares. In addition I assume it will pay in total ~$4 of dividends per share, for a total of $10B. Therefore, three years from now, net cash will have increased by $30B. If the stock traded for 10x FCF, it would stand at $111 per ADS, i.e. from today shareholders would get a very decent total return of roughly 50%.The 10x FCF multiple actually is not that much of an expansion from today's 7.2x, since the projected accumulation of additional net cash would be worth 1.2x on its own.Given the very conservative - if not outright bearish - assumptions underlying my projection, it is pretty evident that Alibaba is cheap. To improve its multiple, investors will need to see steadiness and predictability - not only of the general environment and Chinese regulations, but perhaps most importantly from the company itself. If management continues to act erratically and/or geopolitical tensions and/or regulatory interventions continue to weigh on sentiment, expect investors to stay cautious.In order to make more than just a decent return, Alibaba also needs to grow earnings. Currently, investors have the impression that the company is embarking in a major investment phase and are not willing to pay up for the promise of later profits, given past experiences and the general geopolitical picture. I believe this attitude is unlikely to change quickly and therefore keep my Hold rating, although I acknowledge that the risk/reward is starting to look asymmetrical at the current valuation.Given how intertwined the Alibaba story is with general political issues, I strongly advise against trading the stock on any kind of short-term \"signals\". While in general a bad idea for any stock, in the case of Alibaba negative news of all sorts can surface any minute of every day and make you lose your pants for real.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272961768333608,"gmtCreate":1707679008160,"gmtModify":1707698049238,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272961768333608","repostId":"2410836142","repostType":2,"repost":{"id":"2410836142","kind":"highlight","pubTimestamp":1707647540,"share":"https://ttm.financial/m/news/2410836142?lang=&edition=fundamental","pubTime":"2024-02-11 18:32","market":"us","language":"en","title":"My 3 Monster AI Growth Stocks to Buy Hand Over Fist in the New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2410836142","media":"Motley Fool","summary":"The future looks bright for these AI leaders.","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon is tackling every angle of AI to serve a broad range of customers’ needs.</p></li><li><p>Nvidia’s chips power AI models, and the company has what it takes to maintain leadership.</p></li><li><p>Palantir’s AI offers clients a way to harness the power of their data and improve operations.</p></li></ul><p>The past two years have kept investors on the edge of their seats. In 2022, the three major indexes slipped into bear territory, then rebounded in 2023 as growth stocks soared. But it wasn&#39;t until about a month ago that the S&amp;P 500 hit a new all-time high, confirming a bull market has indeed arrived.</p><p>The bull market didn&#39;t just start and instead has been in action ever since stocks began recovering from their bear market lows. Bull markets always are declared well after they&#39;ve begun, but since they generally last for years, there&#39;s still plenty of time for investors to benefit. And one of the best ways is to invest in stocks linked to growth as they often thrive in bull environments.</p><p>You can find plenty of great possibilities in one of today&#39;s fastest growing markets, artificial intelligence (AI). The global AI market is forecast to grow in the double digits this decade to possibly reach beyond $1 trillion by 2030. Three stocks in particular may come out on top in this technology that could revolutionize everything from business to daily life. Here are my monster AI growth stocks to buy hand over fist in the new bull market.</p><h2 id=\"id_1086334375\">1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon is making AI top priority at its cloud computing business, Amazon Web Services (AWS). The cloud business is addressing all three &#34;layers&#34; of AI. This includes offering AI chips to companies building their own large language models (LLMs), offering a fully managed selection of existing LLMs to be customized for those that don&#39;t want to build their own, and offering applications such as the company&#39;s new AI powered assistant.</p><p>The strategy makes AWS the &#34;go-to&#34; destination for clients looking to incorporate AI into their businesses. And since AWS already is the global cloud market leader, customers already are there -- AWS just has to serve them the right mix of products and services.</p><p>Amazon predicts generative AI will result in tens of billions of dollars in revenue for the company in the coming years. AWS already has been Amazon&#39;s main profit driver, so the future definitely looks bright for this business unit.</p><p>Today, Amazon shares trade for 41x forward earnings estimates, down from 56 just a few months ago, representing a solid buying opportunity for this top growth stock.</p><h2 id=\"id_3984865178\">2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>Nvidia originally was a giant in the world of gaming, selling graphics processing units (GPUs) that produced the brilliant images and action gamers love. But in recent years, it became clear that GPUs could serve many other areas thanks to their ability to process multiple tasks at the same time. And that&#39;s how GPUs became integral to AI, where high speed is a must.</p><p>Today, Nvidia&#39;s chips dominate the AI market, with a more than 80% share, and this leadership has helped the company&#39;s earnings take off. In the most recent quarter, revenue increased in the triple digits, and net income climbed more than 1,000%.</p><p>But Nvidia&#39;s success doesn&#39;t look like a one-time deal, and instead, this momentum could continue thanks to the high demand in the AI market -- and considering Nvidia&#39;s leadership and investment in research and development.</p><p>Right now, Nvidia shares, in spite of soaring 200% over the past year, trade for only 33x forward earnings estimates, an absolute steal for this company powering the AI era.</p><h2 id=\"id_445209967\">3. Palantir Technologies</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>, like Nvidia, didn&#39;t start out as an AI giant in the commercial space. Instead, for years the software as a service company was known for serving governments. Palantir is an expert at aggregating vast collections of data and analyzing this data to draw conclusions that could be crucial to a particular client&#39;s operations.</p><p>Just last year, Palantir launched its Artificial Intelligence Platform (AIP), which helps its clients use generative AI and their own data to make better decisions and improve processes. The company paired this with AI Bootcamps or sessions to introduce potential clients to the service.</p><p>The efforts have worked. Palantir CEO Alex Karp wrote in the recent shareholder letter that AIP is &#34;significantly contributing&#34; to revenue and increasing customer numbers.</p><p>Importantly, AI is helping Palantir to make great gains in the commercial market, making it less dependent on government contracts. In the most recent quarter, U.S. commercial revenue surged 70%, and U.S. commercial customer count climbed 55%.</p><p>At 73x forward earnings estimates, Palantir stock may look pricey, but considering the company is in the very early days of its AI story, I expect a lot more earnings growth to come. And that means the stock still represents a great one to buy hand over fist now -- and hold onto for the long term.</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>My 3 Monster AI Growth Stocks to Buy Hand Over Fist in the New Bull Market</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\">\nMy 3 Monster AI Growth Stocks to Buy Hand Over Fist in the New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-11 18:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/11/3-monster-ai-growth-stocks-to-buy-bull-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is tackling every angle of AI to serve a broad range of customers’ needs.Nvidia’s chips power AI models, and the company has what it takes to maintain leadership.Palantir’s AI offers clients a ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/11/3-monster-ai-growth-stocks-to-buy-bull-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2024/02/11/3-monster-ai-growth-stocks-to-buy-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410836142","content_text":"Amazon is tackling every angle of AI to serve a broad range of customers’ needs.Nvidia’s chips power AI models, and the company has what it takes to maintain leadership.Palantir’s AI offers clients a way to harness the power of their data and improve operations.The past two years have kept investors on the edge of their seats. In 2022, the three major indexes slipped into bear territory, then rebounded in 2023 as growth stocks soared. But it wasn't until about a month ago that the S&P 500 hit a new all-time high, confirming a bull market has indeed arrived.The bull market didn't just start and instead has been in action ever since stocks began recovering from their bear market lows. Bull markets always are declared well after they've begun, but since they generally last for years, there's still plenty of time for investors to benefit. And one of the best ways is to invest in stocks linked to growth as they often thrive in bull environments.You can find plenty of great possibilities in one of today's fastest growing markets, artificial intelligence (AI). The global AI market is forecast to grow in the double digits this decade to possibly reach beyond $1 trillion by 2030. Three stocks in particular may come out on top in this technology that could revolutionize everything from business to daily life. Here are my monster AI growth stocks to buy hand over fist in the new bull market.1. AmazonAmazon is making AI top priority at its cloud computing business, Amazon Web Services (AWS). The cloud business is addressing all three \"layers\" of AI. This includes offering AI chips to companies building their own large language models (LLMs), offering a fully managed selection of existing LLMs to be customized for those that don't want to build their own, and offering applications such as the company's new AI powered assistant.The strategy makes AWS the \"go-to\" destination for clients looking to incorporate AI into their businesses. And since AWS already is the global cloud market leader, customers already are there -- AWS just has to serve them the right mix of products and services.Amazon predicts generative AI will result in tens of billions of dollars in revenue for the company in the coming years. AWS already has been Amazon's main profit driver, so the future definitely looks bright for this business unit.Today, Amazon shares trade for 41x forward earnings estimates, down from 56 just a few months ago, representing a solid buying opportunity for this top growth stock.2. NvidiaNvidia originally was a giant in the world of gaming, selling graphics processing units (GPUs) that produced the brilliant images and action gamers love. But in recent years, it became clear that GPUs could serve many other areas thanks to their ability to process multiple tasks at the same time. And that's how GPUs became integral to AI, where high speed is a must.Today, Nvidia's chips dominate the AI market, with a more than 80% share, and this leadership has helped the company's earnings take off. In the most recent quarter, revenue increased in the triple digits, and net income climbed more than 1,000%.But Nvidia's success doesn't look like a one-time deal, and instead, this momentum could continue thanks to the high demand in the AI market -- and considering Nvidia's leadership and investment in research and development.Right now, Nvidia shares, in spite of soaring 200% over the past year, trade for only 33x forward earnings estimates, an absolute steal for this company powering the AI era.3. Palantir TechnologiesPalantir Technologies , like Nvidia, didn't start out as an AI giant in the commercial space. Instead, for years the software as a service company was known for serving governments. Palantir is an expert at aggregating vast collections of data and analyzing this data to draw conclusions that could be crucial to a particular client's operations.Just last year, Palantir launched its Artificial Intelligence Platform (AIP), which helps its clients use generative AI and their own data to make better decisions and improve processes. The company paired this with AI Bootcamps or sessions to introduce potential clients to the service.The efforts have worked. Palantir CEO Alex Karp wrote in the recent shareholder letter that AIP is \"significantly contributing\" to revenue and increasing customer numbers.Importantly, AI is helping Palantir to make great gains in the commercial market, making it less dependent on government contracts. In the most recent quarter, U.S. commercial revenue surged 70%, and U.S. commercial customer count climbed 55%.At 73x forward earnings estimates, Palantir stock may look pricey, but considering the company is in the very early days of its AI story, I expect a lot more earnings growth to come. And that means the stock still represents a great one to buy hand over fist now -- and hold onto for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272965064392768,"gmtCreate":1707679792558,"gmtModify":1707679798029,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"spend time increasing my knowledge in trading and focus on how to be better&nbsp;","listText":"spend time increasing my knowledge in trading and focus on how to be better&nbsp;","text":"spend time increasing my knowledge in trading and focus on how to be better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272965064392768","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964712382528,"gmtCreate":1707679706619,"gmtModify":1707679711440,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"no as february rank is one of the worst&nbsp;","listText":"no as february rank is one of the worst&nbsp;","text":"no as february rank is one of the worst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964712382528","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272963731624000,"gmtCreate":1707679467175,"gmtModify":1707679470496,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272963731624000","repostId":"272510965145760","repostType":1,"repost":{"id":272510965145760,"gmtCreate":1707568789828,"gmtModify":1707623402765,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566532164444643","authorIdStr":"3566532164444643"},"themes":[],"title":"Bitcoin Halving Event Causes A Rise In BTC? 🚀","htmlText":"Thanks to Tiger for awarding the weekly top predictions for SPY last week again! Are we ready to profit from the mother of all coins again? Let’s get ready to do so in the months ahead 🤩 Bitcoin rose 5% on Friday to one-month highs, powered by what analysts said was a flurry of buying ahead of April's halving event and as recent outflows from exchange-traded funds slowed. The price rose to a session peak of $47,705, the most since January, after the first U.S. listed spot bitcoin exchange traded products received regulatory approval. The world's largest cryptocurrency was last up 3.5% at $46,946, set for a rise of 10% this week, its most in a week since October. Ether was up 2.5% at $2,486. Bitcoin hit a two-year high just above $49,000 in January, but has since trended lower, under pressu","listText":"Thanks to Tiger for awarding the weekly top predictions for SPY last week again! Are we ready to profit from the mother of all coins again? Let’s get ready to do so in the months ahead 🤩 Bitcoin rose 5% on Friday to one-month highs, powered by what analysts said was a flurry of buying ahead of April's halving event and as recent outflows from exchange-traded funds slowed. The price rose to a session peak of $47,705, the most since January, after the first U.S. listed spot bitcoin exchange traded products received regulatory approval. The world's largest cryptocurrency was last up 3.5% at $46,946, set for a rise of 10% this week, its most in a week since October. Ether was up 2.5% at $2,486. Bitcoin hit a two-year high just above $49,000 in January, but has since trended lower, under pressu","text":"Thanks to Tiger for awarding the weekly top predictions for SPY last week again! Are we ready to profit from the mother of all coins again? Let’s get ready to do so in the months ahead 🤩 Bitcoin rose 5% on Friday to one-month highs, powered by what analysts said was a flurry of buying ahead of April's halving event and as recent outflows from exchange-traded funds slowed. The price rose to a session peak of $47,705, the most since January, after the first U.S. listed spot bitcoin exchange traded products received regulatory approval. The world's largest cryptocurrency was last up 3.5% at $46,946, set for a rise of 10% this week, its most in a week since October. Ether was up 2.5% at $2,486. Bitcoin hit a two-year high just above $49,000 in January, but has since trended lower, under pressu","images":[{"img":"https://community-static.tradeup.com/news/a9f76971bbe64ec14c6bcce3bc368e7c","width":"1284","height":"1111"},{"img":"https://community-static.tradeup.com/news/f528d2b77037882674334c1ee47755d3","width":"1284","height":"1744"},{"img":"https://community-static.tradeup.com/news/bde48d969c6623eca5293323a24be0ef","width":"1106","height":"1734"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272510965145760","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272963589591336,"gmtCreate":1707679452802,"gmtModify":1707679456519,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272963589591336","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964277215352,"gmtCreate":1707679452801,"gmtModify":1707679455892,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964277215352","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272963885613136,"gmtCreate":1707679452212,"gmtModify":1707679455408,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272963885613136","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964237336736,"gmtCreate":1707679451984,"gmtModify":1707679455111,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964237336736","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964273827960,"gmtCreate":1707679451974,"gmtModify":1707679455084,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964273827960","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964232274144,"gmtCreate":1707679451968,"gmtModify":1707679455647,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964232274144","repostId":"272432034467848","repostType":1,"repost":{"id":272432034467848,"gmtCreate":1707536339097,"gmtModify":1707540002662,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Surprise 3] Capture the \"Dragon\" and Share the Festive Vibes!","htmlText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","listText":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","text":"On the first day of the Lunar New Year, it's perfect for visiting relatives and friends, wearing new clothes, eating dumplings or Tang-yuan……Due to different life experiences, customs, and traditions, we have different impressions of the New Year. What do you think is the most festive item for the Spring Festival? Dumplings? Couplets? Red envelopes? Paper-cut window decorations?......Share photos of the most festive item in your opinion! Let's take a look at your New Year!Your photo could look like this:📢How to ParticipateShare photos of the most festive item in the comment section!🎁Event RewardsAll tigers leave your comments will receive 10 Tiger Coins.Popular Tiger: The top 3 Tigers with the most likes will receive a Tiger gift!⏰Event Duration10 February 2024 - 18 February 2024Tag your f","images":[{"img":"https://community-static.tradeup.com/news/d6e77cf2df2de72e26fea3faa71867ff","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272432034467848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272964141781272,"gmtCreate":1707679431682,"gmtModify":1707679435598,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272964141781272","repostId":"272442396131464","repostType":1,"repost":{"id":272442396131464,"gmtCreate":1707552196744,"gmtModify":1707615602670,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"$ARM yourself for Long-Term gains, Now?","htmlText":"On the eve of Chinese New Year’s Eve (Thu, 08 Feb 2024), US stocks were moving in different directions. There were some outsized gains seen in semiconductor stocks, as investors looked ahead to the annual consumer-price index revision due on Fri, 09 Feb 2024. As noted by Morgan Stanley economist Diego Anzoategui: Last year’s revision was large, showing much weaker disinflation throughout 2022 and added uncertainty ahead. However, do not expect another big change for impending release. By the clock chimed at 4:00pm US time: DJIA: +0.13% (+48.97 to 38,726.33). S&amp;P 500: +0.06% (+2.85 to 4,997.91). Shy of the 5,000 market. Nasdaq: +0.24% (+37.07 to 15,793.72). Stocks that bolstered the Indexes included: Monolithic Power Systems, Inc. (MPWR): +14.20% Walt Disney (DIS): +11.50%. ON Semicondu","listText":"On the eve of Chinese New Year’s Eve (Thu, 08 Feb 2024), US stocks were moving in different directions. There were some outsized gains seen in semiconductor stocks, as investors looked ahead to the annual consumer-price index revision due on Fri, 09 Feb 2024. As noted by Morgan Stanley economist Diego Anzoategui: Last year’s revision was large, showing much weaker disinflation throughout 2022 and added uncertainty ahead. However, do not expect another big change for impending release. By the clock chimed at 4:00pm US time: DJIA: +0.13% (+48.97 to 38,726.33). S&amp;P 500: +0.06% (+2.85 to 4,997.91). Shy of the 5,000 market. Nasdaq: +0.24% (+37.07 to 15,793.72). Stocks that bolstered the Indexes included: Monolithic Power Systems, Inc. (MPWR): +14.20% Walt Disney (DIS): +11.50%. ON Semicondu","text":"On the eve of Chinese New Year’s Eve (Thu, 08 Feb 2024), US stocks were moving in different directions. There were some outsized gains seen in semiconductor stocks, as investors looked ahead to the annual consumer-price index revision due on Fri, 09 Feb 2024. As noted by Morgan Stanley economist Diego Anzoategui: Last year’s revision was large, showing much weaker disinflation throughout 2022 and added uncertainty ahead. However, do not expect another big change for impending release. By the clock chimed at 4:00pm US time: DJIA: +0.13% (+48.97 to 38,726.33). S&P 500: +0.06% (+2.85 to 4,997.91). Shy of the 5,000 market. Nasdaq: +0.24% (+37.07 to 15,793.72). Stocks that bolstered the Indexes included: Monolithic Power Systems, Inc. (MPWR): +14.20% Walt Disney (DIS): +11.50%. ON Semicondu","images":[{"img":"https://community-static.tradeup.com/news/299024be477c33c5e2d139af7ce8738f","width":"642","height":"250"},{"img":"https://community-static.tradeup.com/news/22cabe087ad369223e030d674c3d880d","width":"962","height":"622"},{"img":"https://community-static.tradeup.com/news/8559037c7f225e401f050f763c56aa00","width":"448","height":"142"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272442396131464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272962054369344,"gmtCreate":1707679057689,"gmtModify":1707698049435,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272962054369344","repostId":"2410741773","repostType":2,"repost":{"id":"2410741773","kind":"highlight","pubTimestamp":1707550757,"share":"https://ttm.financial/m/news/2410741773?lang=&edition=fundamental","pubTime":"2024-02-10 15:39","market":"us","language":"en","title":"Arm Holdings' Earnings: Showering Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2410741773","media":"seekingalpha","summary":"And given that its guidance for the quarter ahead points to approximately 44% y/y revenue growth rates, I believe the answer is markedly affirmative. Case in point, as you can see in the graphic that follows, Arm wasn't supposed to turn around its prospects until much later in 2024. SA Premium Given that Arm has so significantly turned around its revenues, this has dramatically destroyed the bear case facing this stock, namely that its stock was ove","content":"<html><head></head><body><ul style=\"\"><li><p>Arm Holdings has demonstrated a turnaround in its business and is back to growth mode, debunking its bear case.</p></li><li><p>The company&#39;s near-term prospects are positive, with growth expected in both royalty and license revenue.</p></li><li><p>Arm&#39;s revenue growth rates have turned around, with a projected 44% y/y growth for the upcoming quarter.</p></li><li><p>There&#39;s a lot to like here.</p></li></ul><h2 id=\"id_2879109661\">Investment Thesis</h2><p><strong>Arm Holdings</strong> had a bear case against it - that the stock was too expensive. Well, Arm&#39;s impressive guidance provided with its fiscal Q3 2024 results demonstrated to all that this business has now turned around and is back to growth mode.</p><p>On the surface, I estimate Arm is priced at 69x forward free cash flows. But this is a worst-case scenario and presumes that Arm minimally benefits from strong operating leverage. Perhaps, a more realistic outlook would put this stock priced at 50x forward free cash flows, which appears to be the going price for world-class chip companies, particularly given that Arm is expecting to grow by approximately 25% to 30% CAGR in the coming year.</p><h2 id=\"id_4197282984\">Why Arm? Why Now?</h2><p>Arm&#39;s near-term prospects appear positive with growth attributed to both royalty and license revenue, with the highest-ever royalty revenue driven by factors such as increased adoption of Armv9 technology. The transition to Armv9 products, with royalty rates typically double those of Armv8, is a significant contributor to revenue growth.</p><p>Arm is gaining market share in growth markets like cloud servers and automotive, further boosting royalty revenue. The recovery in the broader semiconductor market, particularly in smartphones, also positively impacted Q3 results (more on this soon).</p><p>Additionally, Arm&#39;s licensing revenue is supported by rising demand for new technology driven by AI applications, making Arm a key player in the AI ecosystem.</p><p>However, Arm is not without its challenges. The global supply chain uncertainties could impact Arm&#39;s performance, as seen in cautious data points from the smartphone ecosystem.</p><p>The company&#39;s success is also contingent on the broader economic environment, especially in the context of rapidly evolving AI space.</p><p>Given this framework, let&#39;s now discuss its financials.</p><h2 id=\"id_783736573\">Revenue Growth Rates Have Turned Around</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b4653389e8acfbb62d65da79fbdd00\" tg-width=\"640\" tg-height=\"224\"/></p><p>ARM revenue growth rates</p><p>Arm&#39;s royal revenues turned around and this helped the company deliver 14% y/y CAGR on the topline for its fiscal Q3 2024 results.</p><p>But what investors craved to know and have been pleasantly reassured by is whether this was likely to be true for Arm?</p><p>And given that its guidance for the quarter ahead points to approximately 44% y/y revenue growth rates, I believe the answer is markedly affirmative.</p><p>Case in point, as you can see in the graphic that follows, Arm wasn&#39;t supposed to turn around its prospects until much later in 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70a9780768386821c6de0ec7f045942b\" tg-width=\"640\" tg-height=\"301\"/></p><p>SA Premium</p><p>Given that Arm has so significantly turned around its revenues, this has dramatically destroyed the bear case facing this stock, namely that its stock was overpriced.</p><h2 id=\"id_488853395\">ARM Stock Valuation -- 69x Forward Free Cash Flow</h2><p>As it stands right now, Arm is on an annualized EPS figure of $1.30, which equates to approximately $1.05 billion of free cash flow. But at the pace that Arm is growing its revenues, it&#39;s possible that in the coming year, its free cash flow would be approximately $1.5 billion.</p><p>Consequently, including the 30% premarket jump, I believe that Arm is priced at 69x forward free cash flows.</p><p>Is this cheap? No! I don&#39;t believe any serious and rational investors would contend that Arm is cheaply priced. But at the same time, I don&#39;t know many businesses with the scale or distinctive competitive advantage in the semiconductor industry as Arm.</p><p>More specifically, Arm has an extremely high-margin business, with minimal need for capex. Therefore, to grow, Arm does so without having to reinvest massive sums back into the business.</p><p>One of Arm Holdings&#39; notable peers in the semiconductor industry is Intel (INTC) which, while operating in a similar space, employs a different business model and focuses on manufacturing its own chips, and doesn&#39;t license its technology.</p><h2 id=\"id_302300739\">The Bottom Line</h2><p>In wrapping up, I believe Arm Holdings has effectively debunked its bear case through its impressive guidance.</p><p>The turnaround in revenue growth rates, particularly the noteworthy 44% y/y projection for the upcoming quarter, showcases the company&#39;s resurgence and alleviates concerns about its prior overvaluation.</p><p>Although the current valuation is positioned at 69x forward free cash flows, adopting a more pragmatic perspective suggests a more reasonable 50x forward free cash flows. This valuation aligns with industry standards for top-tier chip companies. Despite the seemingly high valuation, Arm&#39;s distinctive standing in the semiconductor industry, characterized by substantial free cash flow margins, distinguishes it. As I project a 25% to 30% compound annual growth rate in the upcoming year and its continued success in the AI ecosystem, I find Arm to be a compelling investment option.</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>Arm Holdings' Earnings: Showering Profits</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\">\nArm Holdings' Earnings: Showering Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-10 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4668593-arm-holdings-earnings-showering-profits><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Arm Holdings has demonstrated a turnaround in its business and is back to growth mode, debunking its bear case.The company's near-term prospects are positive, with growth expected in both royalty and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4668593-arm-holdings-earnings-showering-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","ARM":"ARM Holdings","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4515":"5G概念","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4512":"苹果概念","BK4535":"淡马锡持仓","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股"},"source_url":"https://seekingalpha.com/article/4668593-arm-holdings-earnings-showering-profits","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2410741773","content_text":"Arm Holdings has demonstrated a turnaround in its business and is back to growth mode, debunking its bear case.The company's near-term prospects are positive, with growth expected in both royalty and license revenue.Arm's revenue growth rates have turned around, with a projected 44% y/y growth for the upcoming quarter.There's a lot to like here.Investment ThesisArm Holdings had a bear case against it - that the stock was too expensive. Well, Arm's impressive guidance provided with its fiscal Q3 2024 results demonstrated to all that this business has now turned around and is back to growth mode.On the surface, I estimate Arm is priced at 69x forward free cash flows. But this is a worst-case scenario and presumes that Arm minimally benefits from strong operating leverage. Perhaps, a more realistic outlook would put this stock priced at 50x forward free cash flows, which appears to be the going price for world-class chip companies, particularly given that Arm is expecting to grow by approximately 25% to 30% CAGR in the coming year.Why Arm? Why Now?Arm's near-term prospects appear positive with growth attributed to both royalty and license revenue, with the highest-ever royalty revenue driven by factors such as increased adoption of Armv9 technology. The transition to Armv9 products, with royalty rates typically double those of Armv8, is a significant contributor to revenue growth.Arm is gaining market share in growth markets like cloud servers and automotive, further boosting royalty revenue. The recovery in the broader semiconductor market, particularly in smartphones, also positively impacted Q3 results (more on this soon).Additionally, Arm's licensing revenue is supported by rising demand for new technology driven by AI applications, making Arm a key player in the AI ecosystem.However, Arm is not without its challenges. The global supply chain uncertainties could impact Arm's performance, as seen in cautious data points from the smartphone ecosystem.The company's success is also contingent on the broader economic environment, especially in the context of rapidly evolving AI space.Given this framework, let's now discuss its financials.Revenue Growth Rates Have Turned AroundARM revenue growth ratesArm's royal revenues turned around and this helped the company deliver 14% y/y CAGR on the topline for its fiscal Q3 2024 results.But what investors craved to know and have been pleasantly reassured by is whether this was likely to be true for Arm?And given that its guidance for the quarter ahead points to approximately 44% y/y revenue growth rates, I believe the answer is markedly affirmative.Case in point, as you can see in the graphic that follows, Arm wasn't supposed to turn around its prospects until much later in 2024.SA PremiumGiven that Arm has so significantly turned around its revenues, this has dramatically destroyed the bear case facing this stock, namely that its stock was overpriced.ARM Stock Valuation -- 69x Forward Free Cash FlowAs it stands right now, Arm is on an annualized EPS figure of $1.30, which equates to approximately $1.05 billion of free cash flow. But at the pace that Arm is growing its revenues, it's possible that in the coming year, its free cash flow would be approximately $1.5 billion.Consequently, including the 30% premarket jump, I believe that Arm is priced at 69x forward free cash flows.Is this cheap? No! I don't believe any serious and rational investors would contend that Arm is cheaply priced. But at the same time, I don't know many businesses with the scale or distinctive competitive advantage in the semiconductor industry as Arm.More specifically, Arm has an extremely high-margin business, with minimal need for capex. Therefore, to grow, Arm does so without having to reinvest massive sums back into the business.One of Arm Holdings' notable peers in the semiconductor industry is Intel (INTC) which, while operating in a similar space, employs a different business model and focuses on manufacturing its own chips, and doesn't license its technology.The Bottom LineIn wrapping up, I believe Arm Holdings has effectively debunked its bear case through its impressive guidance.The turnaround in revenue growth rates, particularly the noteworthy 44% y/y projection for the upcoming quarter, showcases the company's resurgence and alleviates concerns about its prior overvaluation.Although the current valuation is positioned at 69x forward free cash flows, adopting a more pragmatic perspective suggests a more reasonable 50x forward free cash flows. This valuation aligns with industry standards for top-tier chip companies. Despite the seemingly high valuation, Arm's distinctive standing in the semiconductor industry, characterized by substantial free cash flow margins, distinguishes it. As I project a 25% to 30% compound annual growth rate in the upcoming year and its continued success in the AI ecosystem, I find Arm to be a compelling investment option.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272961897550016,"gmtCreate":1707679030135,"gmtModify":1707698049396,"author":{"id":"4170780941082132","authorId":"4170780941082132","name":"Ariyan danish","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170780941082132","authorIdStr":"4170780941082132"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272961897550016","repostId":"1136638941","repostType":2,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}