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02-16 19:03

He should stay as CEO, doing a GREAT job. Don't worry, he will make Tesla great again

Tesla Insiders Fear Musk’s Work with Trump Harms the Company

02-12

Sell all before it is too late

Tesla Stock Is on a Terrible Run. It’s About Much More than Musk and OpenAI

02-09

Nobody should buy Tesla car and give him any money

Tesla Stock Fell 3% As Slump In China Deliveries Caps Volatile Week

02-06

Let it drop to the bottom of The Valley

Tesla Stock Drops Another 3% After a 3.6% Decline in Prior Session

02-05

Good News

Nvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions

02-05

Good News

Tesla Stock Falls 2% as Sales Plunge 59% in Germany, Its Worst Showing in Years

01-20

If TokTok eventually has to be sold to US companies , many more countries would've asking the same , interesting to see what happen next ...

TikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It

01-19

One minute said it is a threat to National Security , another minute said he will save it . Cannot understand whether there is a threat or not.

Sorry, the original content has been removed

01-13

Joe just have to stir some shits before leaving

White House Unveils New Curbs on Exporting Nvidia AI Chips

2024-12-24

Good effort in writing . But, I find many articles are just pure rubbish

Super Micro Computer: The Stock That's Doomed To Fail

2024-12-04

He has lost his underwear shorting SMCI , writing article to try recovering what he has lost

Super Micro Computer: You're Gambling If You Buy This, Not Investing

2024-12-03

He will ask President to fire the Judge

What Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?

2024-12-02

Time to fly again....

Super Micro to Name New CFO, Says No Evidence of Misconduct

2024-11-30

You double , I triple

Nvidia: Why I Am Doubling Down On The Drop

2024-11-15

That's the spirit [Strong] Fa Da Cai [Eye]

Super Micro Computer: I Am Greedy While Others Are Fearful

2024-11-04

Wow

1 Monster Stock That Turned $10,000 Into Almost $5.6 Million in 20 Years

2024-11-04

He wants to be the President one day.

Musk’s Election Bet Is Clear. How Might It Pay Off?

2024-10-30

You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid

Taiwan Semiconductor Has Run Too Hot In The AI Euphoria

2024-10-22

No such thing as forever , it will keep flying and reach a point that it will come down. Semicon is cyclical

Taiwan Semiconductor: Buy And Hold This Stock Forever

2024-10-17

He can buy again today to undo past mistake [Happy]

Druckenmiller: "Selling All My Nvidia Was a Big Mistake"

Go to Tiger App to see more news

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Don't worry, he will make Tesla great again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404191813128464","repostId":"2511989956","repostType":2,"repost":{"id":"2511989956","kind":"highlight","pubTimestamp":1739700000,"share":"https://ttm.financial/m/news/2511989956?lang=&edition=fundamental","pubTime":"2025-02-16 18:00","market":"us","language":"en","title":"Tesla Insiders Fear Musk’s Work with Trump Harms the Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2511989956","media":"The Washington Post","summary":"Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.Opponents of Tesla Motors CEO Elon Musk's alliance with Pr","content":"<html><head></head><body><p>Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8dd6fd63e5f40371695487f6784666d\" alt=\"Opponents of Tesla Motors CEO Elon Musk&#39;s alliance with President Donald Trump protest at the automaker&#39;s showroom in Seattle on Thursday.\" title=\"Opponents of Tesla Motors CEO Elon Musk&#39;s alliance with President Donald Trump protest at the automaker&#39;s showroom in Seattle on Thursday.\" tg-width=\"767\" tg-height=\"511\"/><span>Opponents of Tesla Motors CEO Elon Musk&#39;s alliance with President Donald Trump protest at the automaker&#39;s showroom in Seattle on Thursday.</span></p><p>SAN FRANCISCO — Some employees and investors in electric automaker Tesla Motors have begun speaking out over fears that CEO Elon Musk’s alliance with President Donald Trump is harming the company and its long-standing goal of building a more sustainable future.</p><p>Employees and senior managers at a recent staff meeting at one Tesla division openly expressed concern that Musk is damaging the company’s business and sustainability mission, according to a recording obtained by The Washington Post.</p><p>Across the company, there is growing frustration over Musk, who some employees feel has become increasingly disengaged from Tesla because of his role in the Trump administration, two Tesla employees said. Musk heads the U.S. DOGE Service, an agency with a stated aim to cut government spending.</p><p>There is also rising concern inside Tesla that Musk’s close relationship with Trump, a divisive figure, has tarnished its brand with some consumers, said the employees, who spoke on the condition of anonymity to protect their jobs.</p><p>In another portion of the recent staff meeting, senior managers indicated that the company would be better off if Musk resigned, one employee said.</p><p>Confidence in Tesla has also slipped among investors: Tesla shares are down 12 percent over the past month.</p><p>New registrations of Tesla vehicles in Germany dropped nearly 60 percent in January from the previous month, according to the country’s Federal Motor Transport Authority. Musk appeared at a rally for the far-right Alternative for Germany (AfD) party last month.</p><p>Tesla workers and investors are no strangers to Musk’s hard-charging management style and aggressive public persona. But the meeting recording and interviews<strong> </strong>with employees show that the CEO’s recent support for far-right politicians in Europe and his central role in the Trump administration have pushed some workers to question his leadership in a way they previously have not.</p><p>“He seems to have ghosted his own company,” said Nell Minow, vice chair of ValueEdge Advisors, who donated the majority of her Tesla stock to charity last year. “He has inflicted a massive amount of damage on the perception of that company.”</p><p>Minow said Musk’s attention was already spread too thinly across his six companies before he took on his role with DOGE, which stands for Department of Government Efficiency. She said she is baffled as to why Tesla’s board hasn’t intervened or sought to reassure shareholders that its CEO still has a steady grip on the company.</p><p>Spokespeople for Tesla did not respond to a request for comment. Musk did not respond to a request for comment.</p><p>Musk’s work in Washington has triggered protests in cities across the United States, with his name and face featuring prominently on placards and signs. On Thursday, climate activists in Seattle protested outside one of Tesla’s showrooms.</p><p>The goal was to draw attention to Musk’s actions as head of DOGE, which amount to a government coup, said Emily Johnston, a climate activist who helped organize the protest.</p><p>“Hurting Tesla commercially is part of it, anyone who cares about democracy should be ashamed to drive a Tesla,” Johnston said. “That is the best leverage that the general public has is to tank his reputation.”</p><p>Twenty-four protests are planned for Saturday at Tesla showrooms and offices across the country, according to a webpage set up by activist group ACRE to help coordinate the gatherings.</p><p>Musk has said DOGE is working “120 hours” a week, evoking<strong> </strong>moments when he has become hyper-focused on a problem at one of his business ventures. He has previously spoken of sleeping on Tesla factory floors when the company faced production issues, and he moved for a time into the headquarters of what was then Twitter after he bought the company in 2022 and promptly fired a majority of its staff.</p><p>The billionaire’s massive financial support for Trump’s presidential campaign and his position as head of DOGE have<strong> </strong>vaulted him into another high-pressure situation and made him one of the most powerful political figures in the United States.</p><p>On Thursday, Musk met with Indian Prime Minister Narendra Modi. On Tuesday, he held a news conference with Trump in the Oval Office.<strong> </strong>Earlier that day, Trump signed an executive order commanding government departments to run all hiring decisions through DOGE.</p><p>Musk’s agency has begun firing staff and cutting programs at agencies and departments across Washington, even as federal judges have deemed some of its actions illegal and ordered them to stop.</p><p>The rapid changes and moves by DOGE representatives to control and monitor federal IT systems have prompted many federal workers to become cautious about how they communicate with colleagues.</p><p>Inside Tesla, most discussion of discomfort with the CEO happens quietly over lunch or in private messages, one of the employees who spoke with The Post said, and workers use external communication tools, fearing the company could be monitoring staff for signs of disloyalty.</p><p>Tesla has long used the slogan “Accelerating the World’s Transition to Sustainable Energy.” Some employees now question whether Musk still supports that mission, given his close alliance with Trump, who has taken action to favor fossil fuels over renewable energy sources, according to discussions on the recording of the meeting.</p><p>As Musk grew more immersed in right-wing politics in recent years, he axed a low-cost Tesla model that could have accelerated electric vehicle adoption and became convinced that fighting climate change is less urgent than he once thought, The Post previously reported.</p><p>Kevin Smith, a longtime Tesla shareholder and owner of two of the company’s vehicles, sold all his Tesla stock, fewer than 50 shares, in November. He said Musk had become too “toxic.”</p><p>He once felt pride in supporting Tesla and its mission of building a sustainable future, Smith said. “I was part of a community that I was proud to be part of,” said Smith, a software engineer. He was able to separate Musk from the brand, even as the CEO became increasingly distracted with his other ventures and frequently espoused conspiracy theories online, Smith said.</p><p>As Musk publicly embraced Trump during the election campaign and supported his desire to eliminate federal electric vehicle tax credits — which have been hugely beneficial to Tesla — Smith started to feel Musk had “crossed a line,” he said. The billionaire’s frequent amplification of falsehoods during the campaign was the breaking point, Smith said.</p><p>“We invested into this vision of what he stood for, and the old mission was for Tesla to build the sustainable future,” he said. “I bought into the scam, and that’s on me — but now he’s doing the same thing to the country.”</p></body></html>","source":"lsy1602754136468","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Insiders Fear Musk’s Work with Trump Harms the Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Insiders Fear Musk’s Work with Trump Harms the Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-16 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.washingtonpost.com/technology/2025/02/14/telsa-employees-investors-musk-trump/><strong>The Washington Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.Opponents of Tesla Motors CEO Elon Musk's alliance with ...</p>\n\n<a href=\"https://www.washingtonpost.com/technology/2025/02/14/telsa-employees-investors-musk-trump/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.washingtonpost.com/technology/2025/02/14/telsa-employees-investors-musk-trump/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511989956","content_text":"Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.Opponents of Tesla Motors CEO Elon Musk's alliance with President Donald Trump protest at the automaker's showroom in Seattle on Thursday.SAN FRANCISCO — Some employees and investors in electric automaker Tesla Motors have begun speaking out over fears that CEO Elon Musk’s alliance with President Donald Trump is harming the company and its long-standing goal of building a more sustainable future.Employees and senior managers at a recent staff meeting at one Tesla division openly expressed concern that Musk is damaging the company’s business and sustainability mission, according to a recording obtained by The Washington Post.Across the company, there is growing frustration over Musk, who some employees feel has become increasingly disengaged from Tesla because of his role in the Trump administration, two Tesla employees said. Musk heads the U.S. DOGE Service, an agency with a stated aim to cut government spending.There is also rising concern inside Tesla that Musk’s close relationship with Trump, a divisive figure, has tarnished its brand with some consumers, said the employees, who spoke on the condition of anonymity to protect their jobs.In another portion of the recent staff meeting, senior managers indicated that the company would be better off if Musk resigned, one employee said.Confidence in Tesla has also slipped among investors: Tesla shares are down 12 percent over the past month.New registrations of Tesla vehicles in Germany dropped nearly 60 percent in January from the previous month, according to the country’s Federal Motor Transport Authority. Musk appeared at a rally for the far-right Alternative for Germany (AfD) party last month.Tesla workers and investors are no strangers to Musk’s hard-charging management style and aggressive public persona. But the meeting recording and interviews with employees show that the CEO’s recent support for far-right politicians in Europe and his central role in the Trump administration have pushed some workers to question his leadership in a way they previously have not.“He seems to have ghosted his own company,” said Nell Minow, vice chair of ValueEdge Advisors, who donated the majority of her Tesla stock to charity last year. “He has inflicted a massive amount of damage on the perception of that company.”Minow said Musk’s attention was already spread too thinly across his six companies before he took on his role with DOGE, which stands for Department of Government Efficiency. She said she is baffled as to why Tesla’s board hasn’t intervened or sought to reassure shareholders that its CEO still has a steady grip on the company.Spokespeople for Tesla did not respond to a request for comment. Musk did not respond to a request for comment.Musk’s work in Washington has triggered protests in cities across the United States, with his name and face featuring prominently on placards and signs. On Thursday, climate activists in Seattle protested outside one of Tesla’s showrooms.The goal was to draw attention to Musk’s actions as head of DOGE, which amount to a government coup, said Emily Johnston, a climate activist who helped organize the protest.“Hurting Tesla commercially is part of it, anyone who cares about democracy should be ashamed to drive a Tesla,” Johnston said. “That is the best leverage that the general public has is to tank his reputation.”Twenty-four protests are planned for Saturday at Tesla showrooms and offices across the country, according to a webpage set up by activist group ACRE to help coordinate the gatherings.Musk has said DOGE is working “120 hours” a week, evoking moments when he has become hyper-focused on a problem at one of his business ventures. He has previously spoken of sleeping on Tesla factory floors when the company faced production issues, and he moved for a time into the headquarters of what was then Twitter after he bought the company in 2022 and promptly fired a majority of its staff.The billionaire’s massive financial support for Trump’s presidential campaign and his position as head of DOGE have vaulted him into another high-pressure situation and made him one of the most powerful political figures in the United States.On Thursday, Musk met with Indian Prime Minister Narendra Modi. On Tuesday, he held a news conference with Trump in the Oval Office. Earlier that day, Trump signed an executive order commanding government departments to run all hiring decisions through DOGE.Musk’s agency has begun firing staff and cutting programs at agencies and departments across Washington, even as federal judges have deemed some of its actions illegal and ordered them to stop.The rapid changes and moves by DOGE representatives to control and monitor federal IT systems have prompted many federal workers to become cautious about how they communicate with colleagues.Inside Tesla, most discussion of discomfort with the CEO happens quietly over lunch or in private messages, one of the employees who spoke with The Post said, and workers use external communication tools, fearing the company could be monitoring staff for signs of disloyalty.Tesla has long used the slogan “Accelerating the World’s Transition to Sustainable Energy.” Some employees now question whether Musk still supports that mission, given his close alliance with Trump, who has taken action to favor fossil fuels over renewable energy sources, according to discussions on the recording of the meeting.As Musk grew more immersed in right-wing politics in recent years, he axed a low-cost Tesla model that could have accelerated electric vehicle adoption and became convinced that fighting climate change is less urgent than he once thought, The Post previously reported.Kevin Smith, a longtime Tesla shareholder and owner of two of the company’s vehicles, sold all his Tesla stock, fewer than 50 shares, in November. He said Musk had become too “toxic.”He once felt pride in supporting Tesla and its mission of building a sustainable future, Smith said. “I was part of a community that I was proud to be part of,” said Smith, a software engineer. He was able to separate Musk from the brand, even as the CEO became increasingly distracted with his other ventures and frequently espoused conspiracy theories online, Smith said.As Musk publicly embraced Trump during the election campaign and supported his desire to eliminate federal electric vehicle tax credits — which have been hugely beneficial to Tesla — Smith started to feel Musk had “crossed a line,” he said. The billionaire’s frequent amplification of falsehoods during the campaign was the breaking point, Smith said.“We invested into this vision of what he stood for, and the old mission was for Tesla to build the sustainable future,” he said. “I bought into the scam, and that’s on me — but now he’s doing the same thing to the country.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402746189467984,"gmtCreate":1739354096816,"gmtModify":1739354100523,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Sell all before it is too late","listText":"Sell all before it is too late","text":"Sell all before it is too late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402746189467984","repostId":"1107695690","repostType":2,"repost":{"id":"1107695690","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1739353931,"share":"https://ttm.financial/m/news/1107695690?lang=&edition=fundamental","pubTime":"2025-02-12 17:52","market":"us","language":"en","title":"Tesla Stock Is on a Terrible Run. It’s About Much More than Musk and OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=1107695690","media":"Dow Jones","summary":"Tesla stock is mired in a terrible losing streak, and there is no shortage of suspects to blame for the decline.So Barron’s gathered a police lineup and asked people to identify the culprit. We also asked market technicians what’s next for the stock.Coming into Wednesday trading, Tesla stock dropped for five consecutive trading days, losing about 16% in the process. Shares were down about 23% since the Jan. 20 presidential inauguration and about 32% from a record closing high of almost $480 in m","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  stock is mired in a terrible losing streak, and there is no shortage of suspects to blame for the decline.</p><p style=\"text-align: start;\">So <em>Barron’s</em> gathered a police lineup and asked people to identify the culprit. We also asked market technicians what’s next for the stock.</p><p>Coming into Wednesday trading, Tesla stock dropped for five consecutive trading days, losing about 16% in the process. Shares were down about 23% since the Jan. 20 presidential inauguration and about 32% from a record closing high of almost $480 in mid-December.</p><p>Tesla stock was down nearly 2% in premarket trading at $323.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48d53338001c55bdc3ea0a1961c60ff6\" title=\"\" tg-width=\"414\" tg-height=\"396\"/></p><p>Why the drop? Investors might blame Elon Musk’s role in the newly created Department of Government Efficiency or his unsolicited $97 billion bid to control OpenAI. It could be the competitive threat from China’s BYD or just market randomness.</p><p><em>Barron’s</em> put up a poll on X listing those four options. With thousands of votes in, DOGE and OpenAI were the winners. Market randomness finished third, and BYD’s self-driving technology came in last.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4176b567f421004a949494d6d6a20a9c\" title=\"\" tg-width=\"574\" tg-height=\"445\"/></p><p>With DOGE, investors are worried that Musk is either too distracted to run Tesla effectively or he is damaging the brand. Don’t forget that Democrats are far more likely to buy an EV than Republicans.</p><p style=\"text-align: start;\">“The Tesla brand is broken now,” said Gerber Kawasaki CEO Ross Gerber. “People only buy the cars as they are the best EVs, and people still want to be green.”</p><p style=\"text-align: start;\">OpenAI also represents a distraction risk. <a href=\"https://laohu8.com/S/FFND\">The Future Fund Active ETF</a> co-founderGary Blackdoesn’t buy that argument, though. Investors are used to Musk doing a lot. What investors don’t like about OpenAI and Musk is the potential for him to sell billions of Tesla stock if he wins. Large stock sales depress any share’s price. No one wants to buy in front of a big sale.</p><p style=\"text-align: start;\">Black isn’t so sure that investors should dismiss the BYD news. Earlier in the week, the Chinese rival said it was putting driver assistance technology on all its cars, regardless of price. Its technology isn’t yet as advanced as Tesla’s Full Self-Driving, which Tesla hopes to use as the basis for a self-driving robotaxi fleet. But it’s a sign to Black that many companies will have self-driving car technology and that investors shouldn’t be so eager to assume all self-driving benefits accrue to Tesla.</p><p style=\"text-align: start;\">Investors are optimistic about self-driving cars. Entering Wednesday, Tesla shares were still up about 38% since the company’s Oct. 10 Robotaxi event.</p><p style=\"text-align: start;\">There are other suspects, too. Tariffs have weighed on investor sentiment. <a href=\"https://laohu8.com/S/F\">Ford</a> and <a href=\"https://laohu8.com/S/GM\">General Motors</a> shares have both been down over the past five days, too.</p><p style=\"text-align: start;\">Earnings are another potential culprit. Tesla’s fourth-quarter numbers fell short of expectations, and first-quarter earnings estimates have been cut from about 75 cents to 55 cents over the past couple of weeks. That’s a drop of about 25%.</p><p style=\"text-align: start;\">Analysts took down first-quarter delivery numbers, fearing car buyers will wait to purchase the updated version of the Model Y or wait for the new, lower-priced model due later this year. Falling earnings estimates are never positive for a stock.</p><p style=\"text-align: start;\">Whatever the reason, investors want to know where things are going. CappThesis founder and market technician Frank Cappelleri and Fairlead Strategies analyst Will Tamplin both see some support for Tesla stock at around $315 a share. They aren’t making a fundamental call on Tesla stock. They are observing trading patterns to work out when investors might step in and buy.</p><p style=\"text-align: start;\">Tesla stock needs to hold that level, or $270—the level around the election could come into play, they said.</p><p style=\"text-align: start;\">As for what could turn things around? The new model arriving, the self-driving robotaxi service starting, Musk abandoning his OpenAI purchase, or things quieting down in Washington could help.</p><p style=\"text-align: start;\">Whatever happens, investors should remember that Tesla stock is exceptionally volatile, and it rarely does what they expect.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is on a Terrible Run. It’s About Much More than Musk and OpenAI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is on a Terrible Run. It’s About Much More than Musk and OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-12 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  stock is mired in a terrible losing streak, and there is no shortage of suspects to blame for the decline.</p><p style=\"text-align: start;\">So <em>Barron’s</em> gathered a police lineup and asked people to identify the culprit. We also asked market technicians what’s next for the stock.</p><p>Coming into Wednesday trading, Tesla stock dropped for five consecutive trading days, losing about 16% in the process. Shares were down about 23% since the Jan. 20 presidential inauguration and about 32% from a record closing high of almost $480 in mid-December.</p><p>Tesla stock was down nearly 2% in premarket trading at $323.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48d53338001c55bdc3ea0a1961c60ff6\" title=\"\" tg-width=\"414\" tg-height=\"396\"/></p><p>Why the drop? Investors might blame Elon Musk’s role in the newly created Department of Government Efficiency or his unsolicited $97 billion bid to control OpenAI. It could be the competitive threat from China’s BYD or just market randomness.</p><p><em>Barron’s</em> put up a poll on X listing those four options. With thousands of votes in, DOGE and OpenAI were the winners. Market randomness finished third, and BYD’s self-driving technology came in last.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4176b567f421004a949494d6d6a20a9c\" title=\"\" tg-width=\"574\" tg-height=\"445\"/></p><p>With DOGE, investors are worried that Musk is either too distracted to run Tesla effectively or he is damaging the brand. Don’t forget that Democrats are far more likely to buy an EV than Republicans.</p><p style=\"text-align: start;\">“The Tesla brand is broken now,” said Gerber Kawasaki CEO Ross Gerber. “People only buy the cars as they are the best EVs, and people still want to be green.”</p><p style=\"text-align: start;\">OpenAI also represents a distraction risk. <a href=\"https://laohu8.com/S/FFND\">The Future Fund Active ETF</a> co-founderGary Blackdoesn’t buy that argument, though. Investors are used to Musk doing a lot. What investors don’t like about OpenAI and Musk is the potential for him to sell billions of Tesla stock if he wins. Large stock sales depress any share’s price. No one wants to buy in front of a big sale.</p><p style=\"text-align: start;\">Black isn’t so sure that investors should dismiss the BYD news. Earlier in the week, the Chinese rival said it was putting driver assistance technology on all its cars, regardless of price. Its technology isn’t yet as advanced as Tesla’s Full Self-Driving, which Tesla hopes to use as the basis for a self-driving robotaxi fleet. But it’s a sign to Black that many companies will have self-driving car technology and that investors shouldn’t be so eager to assume all self-driving benefits accrue to Tesla.</p><p style=\"text-align: start;\">Investors are optimistic about self-driving cars. Entering Wednesday, Tesla shares were still up about 38% since the company’s Oct. 10 Robotaxi event.</p><p style=\"text-align: start;\">There are other suspects, too. Tariffs have weighed on investor sentiment. <a href=\"https://laohu8.com/S/F\">Ford</a> and <a href=\"https://laohu8.com/S/GM\">General Motors</a> shares have both been down over the past five days, too.</p><p style=\"text-align: start;\">Earnings are another potential culprit. Tesla’s fourth-quarter numbers fell short of expectations, and first-quarter earnings estimates have been cut from about 75 cents to 55 cents over the past couple of weeks. That’s a drop of about 25%.</p><p style=\"text-align: start;\">Analysts took down first-quarter delivery numbers, fearing car buyers will wait to purchase the updated version of the Model Y or wait for the new, lower-priced model due later this year. Falling earnings estimates are never positive for a stock.</p><p style=\"text-align: start;\">Whatever the reason, investors want to know where things are going. CappThesis founder and market technician Frank Cappelleri and Fairlead Strategies analyst Will Tamplin both see some support for Tesla stock at around $315 a share. They aren’t making a fundamental call on Tesla stock. They are observing trading patterns to work out when investors might step in and buy.</p><p style=\"text-align: start;\">Tesla stock needs to hold that level, or $270—the level around the election could come into play, they said.</p><p style=\"text-align: start;\">As for what could turn things around? The new model arriving, the self-driving robotaxi service starting, Musk abandoning his OpenAI purchase, or things quieting down in Washington could help.</p><p style=\"text-align: start;\">Whatever happens, investors should remember that Tesla stock is exceptionally volatile, and it rarely does what they expect.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107695690","content_text":"Tesla Motors  stock is mired in a terrible losing streak, and there is no shortage of suspects to blame for the decline.So Barron’s gathered a police lineup and asked people to identify the culprit. We also asked market technicians what’s next for the stock.Coming into Wednesday trading, Tesla stock dropped for five consecutive trading days, losing about 16% in the process. Shares were down about 23% since the Jan. 20 presidential inauguration and about 32% from a record closing high of almost $480 in mid-December.Tesla stock was down nearly 2% in premarket trading at $323.Why the drop? Investors might blame Elon Musk’s role in the newly created Department of Government Efficiency or his unsolicited $97 billion bid to control OpenAI. It could be the competitive threat from China’s BYD or just market randomness.Barron’s put up a poll on X listing those four options. With thousands of votes in, DOGE and OpenAI were the winners. Market randomness finished third, and BYD’s self-driving technology came in last.With DOGE, investors are worried that Musk is either too distracted to run Tesla effectively or he is damaging the brand. Don’t forget that Democrats are far more likely to buy an EV than Republicans.“The Tesla brand is broken now,” said Gerber Kawasaki CEO Ross Gerber. “People only buy the cars as they are the best EVs, and people still want to be green.”OpenAI also represents a distraction risk. The Future Fund Active ETF co-founderGary Blackdoesn’t buy that argument, though. Investors are used to Musk doing a lot. What investors don’t like about OpenAI and Musk is the potential for him to sell billions of Tesla stock if he wins. Large stock sales depress any share’s price. No one wants to buy in front of a big sale.Black isn’t so sure that investors should dismiss the BYD news. Earlier in the week, the Chinese rival said it was putting driver assistance technology on all its cars, regardless of price. Its technology isn’t yet as advanced as Tesla’s Full Self-Driving, which Tesla hopes to use as the basis for a self-driving robotaxi fleet. But it’s a sign to Black that many companies will have self-driving car technology and that investors shouldn’t be so eager to assume all self-driving benefits accrue to Tesla.Investors are optimistic about self-driving cars. Entering Wednesday, Tesla shares were still up about 38% since the company’s Oct. 10 Robotaxi event.There are other suspects, too. Tariffs have weighed on investor sentiment. Ford and General Motors shares have both been down over the past five days, too.Earnings are another potential culprit. Tesla’s fourth-quarter numbers fell short of expectations, and first-quarter earnings estimates have been cut from about 75 cents to 55 cents over the past couple of weeks. That’s a drop of about 25%.Analysts took down first-quarter delivery numbers, fearing car buyers will wait to purchase the updated version of the Model Y or wait for the new, lower-priced model due later this year. Falling earnings estimates are never positive for a stock.Whatever the reason, investors want to know where things are going. CappThesis founder and market technician Frank Cappelleri and Fairlead Strategies analyst Will Tamplin both see some support for Tesla stock at around $315 a share. They aren’t making a fundamental call on Tesla stock. They are observing trading patterns to work out when investors might step in and buy.Tesla stock needs to hold that level, or $270—the level around the election could come into play, they said.As for what could turn things around? The new model arriving, the self-driving robotaxi service starting, Musk abandoning his OpenAI purchase, or things quieting down in Washington could help.Whatever happens, investors should remember that Tesla stock is exceptionally volatile, and it rarely does what they expect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401684236702000,"gmtCreate":1739094914258,"gmtModify":1739094917537,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Nobody should buy Tesla car and give him any money","listText":"Nobody should buy Tesla car and give him any money","text":"Nobody should buy Tesla car and give him any money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401684236702000","repostId":"2509752627","repostType":2,"repost":{"id":"2509752627","kind":"highlight","pubTimestamp":1738971942,"share":"https://ttm.financial/m/news/2509752627?lang=&edition=fundamental","pubTime":"2025-02-08 07:45","market":"us","language":"en","title":"Tesla Stock Fell 3% As Slump In China Deliveries Caps Volatile Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2509752627","media":"Yahoo Finance","summary":"It's been a rough week for Tesla  stock.Shares of the EV giant were on track for a weekly loss of nearly 9% after a third-party report pointed to a slump in China deliveries.Tesla's sales in China fell 11.5% on a year-over year basis in the month of January, while Chinese competitor BYD sales surged an annualized 47%, according to data from the China Passenger Car Association released on Friday.The data also showed deliveries of Tesla's Model 3 and Model Y vehicles made in China fell 32.6% from December. Tesla extended a 0% interest plan to spur sales through the month of January. Last year the company cut the price of its vehicles in China and other markets.The developments come after separate registration data showed Tesla sales in Germany plunged to their lowest level since 2021. Sales across other European markets also slumped, leaving investors to wonder whether CEO Elon Musk’s involvement in politics was turning off potential buyers. Read the latest financial and business news fr","content":"<html><head></head><body><p>Tesla stock slumped 3% on Friday as Tesla&#39;s sales in China fell 11.5% on a year-over year basis in the month of January, while Chinese competitor BYD sales surged an annualized 47%, according to data from the China Passenger Car Association released on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ef75224037cdcc30230e434cd3e88c9\" tg-width=\"806\" tg-height=\"848\"/></p><p>It&#39;s been a rough week for Tesla (TSLA) stock. Shares of the EV giant‘’weekly loss is 10.6% after a third-party report pointed to a slump in China deliveries.</p><p>The data also showed deliveries of Tesla&#39;s Model 3 and Model Y vehicles made in China fell 32.6% from December. Tesla extended a 0% interest plan to spur sales through the month of January. Last year the company cut the price of its vehicles in China and other markets.</p><p>The developments come after separate registration data showed Tesla sales in Germany plunged to their lowest level since 2021. Sales across other European markets also slumped, leaving investors to wonder whether CEO Elon Musk’s involvement in politics was turning off potential buyers</p><p>Tesla stock became one of the biggest winners of the &#39;Trump trade&#39; following the November presidential election as investors speculated the company would benefit from CEO Elon Musk&#39;s close relationship with President Donald Trump.</p><p>Even though Tesla is down year-to-date, shares are still up more than 45% since November 5, the day of the election.</p><p>Also on Friday the Department of Transportation said it would suspend federal funding for the buildout of electric vehicle chargers through the US. The agency said it will review the policies and new guidance is expected this spring.</p><p>Shares of charging station makers ChargePoint (CHPT), Blink (BLNK) and EVgo (EVGO) all dropped more than 6%.</p><p>Tesla has reportedly received an estimated $31 million in funding through the program as the rollout of charging stations has been a critical hurdle for widespread adoption of EVs.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Fell 3% As Slump In China Deliveries Caps Volatile Week</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Fell 3% As Slump In China Deliveries Caps Volatile Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-08 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-stock-on-track-for-weekly-loss-as-slump-in-china-deliveries-caps-volatile-week-201217696.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock slumped 3% on Friday as Tesla's sales in China fell 11.5% on a year-over year basis in the month of January, while Chinese competitor BYD sales surged an annualized 47%, according to data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-on-track-for-weekly-loss-as-slump-in-china-deliveries-caps-volatile-week-201217696.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4096":"电气部件与设备","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4598":"佩洛西持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4516":"特朗普概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLA":"特斯拉","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4543":"AI","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4574":"无人驾驶","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/tesla-stock-on-track-for-weekly-loss-as-slump-in-china-deliveries-caps-volatile-week-201217696.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2509752627","content_text":"Tesla stock slumped 3% on Friday as Tesla's sales in China fell 11.5% on a year-over year basis in the month of January, while Chinese competitor BYD sales surged an annualized 47%, according to data from the China Passenger Car Association released on Friday.It's been a rough week for Tesla (TSLA) stock. Shares of the EV giant‘’weekly loss is 10.6% after a third-party report pointed to a slump in China deliveries.The data also showed deliveries of Tesla's Model 3 and Model Y vehicles made in China fell 32.6% from December. Tesla extended a 0% interest plan to spur sales through the month of January. Last year the company cut the price of its vehicles in China and other markets.The developments come after separate registration data showed Tesla sales in Germany plunged to their lowest level since 2021. Sales across other European markets also slumped, leaving investors to wonder whether CEO Elon Musk’s involvement in politics was turning off potential buyersTesla stock became one of the biggest winners of the 'Trump trade' following the November presidential election as investors speculated the company would benefit from CEO Elon Musk's close relationship with President Donald Trump.Even though Tesla is down year-to-date, shares are still up more than 45% since November 5, the day of the election.Also on Friday the Department of Transportation said it would suspend federal funding for the buildout of electric vehicle chargers through the US. The agency said it will review the policies and new guidance is expected this spring.Shares of charging station makers ChargePoint (CHPT), Blink (BLNK) and EVgo (EVGO) all dropped more than 6%.Tesla has reportedly received an estimated $31 million in funding through the program as the rollout of charging stations has been a critical hurdle for widespread adoption of EVs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400703391285368,"gmtCreate":1738835513308,"gmtModify":1738837305112,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Let it drop to the bottom of The Valley&nbsp;","listText":"Let it drop to the bottom of The Valley&nbsp;","text":"Let it drop to the bottom of The Valley","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400703391285368","repostId":"1174914370","repostType":2,"repost":{"id":"1174914370","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":1738853245,"share":"https://ttm.financial/m/news/1174914370?lang=&edition=fundamental","pubTime":"2025-02-06 22:47","market":"us","language":"en","title":"Tesla Stock Drops Another 3% After a 3.6% Decline in Prior Session","url":"https://stock-news.laohu8.com/highlight/detail?id=1174914370","media":"Tiger Newspress","summary":"Tesla stock continued to drop 2.7% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national p","content":"<html><head></head><body><p>Tesla stock continued to drop 3% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95d63b828a7f312c32e1c979a711d893\" tg-width=\"771\" tg-height=\"628\"/></p><p>The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.</p><p>President Donald Trump’s 25% tariffs on Canadian and Mexican imports roiled most auto stocks on Monday. Tesla was hit harder than most, possibly because of Trump’s new Department of Government Efficiency.</p><p>Elon Musk is the head of DOGE, which recently gained access to the Treasury payments system, giving it the ability to potentially defund government departments by stopping payments. That caused an uproar: Critics such as Sen. Elizabeth Warren called the moves illegal, while Musk said DOGE was acting at the behest of the president.</p><p>So far, investors haven’t appeared to care about Musk’s involvement in the Trump administration. Coming into Thursday trading, Tesla stock was up about 52% since the Nov. 5 election.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Drops Another 3% After a 3.6% Decline in Prior Session</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Drops Another 3% After a 3.6% Decline in Prior Session\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\">2025-02-06 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock continued to drop 3% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95d63b828a7f312c32e1c979a711d893\" tg-width=\"771\" tg-height=\"628\"/></p><p>The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.</p><p>President Donald Trump’s 25% tariffs on Canadian and Mexican imports roiled most auto stocks on Monday. Tesla was hit harder than most, possibly because of Trump’s new Department of Government Efficiency.</p><p>Elon Musk is the head of DOGE, which recently gained access to the Treasury payments system, giving it the ability to potentially defund government departments by stopping payments. That caused an uproar: Critics such as Sen. Elizabeth Warren called the moves illegal, while Musk said DOGE was acting at the behest of the president.</p><p>So far, investors haven’t appeared to care about Musk’s involvement in the Trump administration. Coming into Thursday trading, Tesla stock was up about 52% since the Nov. 5 election.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174914370","content_text":"Tesla stock continued to drop 3% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.President Donald Trump’s 25% tariffs on Canadian and Mexican imports roiled most auto stocks on Monday. Tesla was hit harder than most, possibly because of Trump’s new Department of Government Efficiency.Elon Musk is the head of DOGE, which recently gained access to the Treasury payments system, giving it the ability to potentially defund government departments by stopping payments. That caused an uproar: Critics such as Sen. Elizabeth Warren called the moves illegal, while Musk said DOGE was acting at the behest of the president.So far, investors haven’t appeared to care about Musk’s involvement in the Trump administration. Coming into Thursday trading, Tesla stock was up about 52% since the Nov. 5 election.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400335355633760,"gmtCreate":1738764747008,"gmtModify":1738764749018,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Good News","listText":"Good News","text":"Good News","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400335355633760","repostId":"2509890682","repostType":2,"repost":{"id":"2509890682","kind":"live","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":1738768446,"share":"https://ttm.financial/m/news/2509890682?lang=&edition=fundamental","pubTime":"2025-02-05 23:14","market":"us","language":"en","title":"Nvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions","url":"https://stock-news.laohu8.com/highlight/detail?id=2509890682","media":"Tiger Newspress","summary":"Supermicro is announcing full production availability of its end-to-end AI data center Building Bloc","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">Supermicro</a> is announcing full production availability of its end-to-end AI data center Building Block Solutions accelerated by the <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> Blackwell platform.</p><p>Super Micro stock up 9% whlie Nvidia jumps over 3% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391720a95cc94df675c6d97ff7feac74\" tg-width=\"462\" tg-height=\"178\"/></p><p>The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions with exceptional time to deployment. The portfolio includes a broad range of air-cooled and liquid-cooled systems with multiple CPU options. These include superior thermal design supporting traditional air cooling, liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling.</p><p>In addition, a full data center management software suite, rack-level integration, including full network switching and cabling and cluster-level L12 solution validation can be delivered as turn-key offering with global delivery, professional support, and service.</p><p>&#34;In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,&#34; said Charles Liang, president and CEO of Supermicro.</p><p>&#34;Supermicro&#39;s NVIDIA Blackwell GPU offerings in plug-and-play scalable units with advanced liquid cooling and air cooling are empowering customers to deploy an infrastructure that supports increasingly complex AI workloads while maintaining exceptional efficiency. This reinforces our commitment to providing sustainable, cutting-edge solutions that accelerate AI innovation.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions\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\">2025-02-05 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">Supermicro</a> is announcing full production availability of its end-to-end AI data center Building Block Solutions accelerated by the <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> Blackwell platform.</p><p>Super Micro stock up 9% whlie Nvidia jumps over 3% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391720a95cc94df675c6d97ff7feac74\" tg-width=\"462\" tg-height=\"178\"/></p><p>The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions with exceptional time to deployment. The portfolio includes a broad range of air-cooled and liquid-cooled systems with multiple CPU options. These include superior thermal design supporting traditional air cooling, liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling.</p><p>In addition, a full data center management software suite, rack-level integration, including full network switching and cabling and cluster-level L12 solution validation can be delivered as turn-key offering with global delivery, professional support, and service.</p><p>&#34;In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,&#34; said Charles Liang, president and CEO of Supermicro.</p><p>&#34;Supermicro&#39;s NVIDIA Blackwell GPU offerings in plug-and-play scalable units with advanced liquid cooling and air cooling are empowering customers to deploy an infrastructure that supports increasingly complex AI workloads while maintaining exceptional efficiency. This reinforces our commitment to providing sustainable, cutting-edge solutions that accelerate AI innovation.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002224.SGD":"Allianz Global High Payout SGD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4592":"伊斯兰概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","SMCI":"超微电脑","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDA":"英伟达","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250205:nTUA3FMVRN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509890682","content_text":"Supermicro is announcing full production availability of its end-to-end AI data center Building Block Solutions accelerated by the NVIDIA Blackwell platform.Super Micro stock up 9% whlie Nvidia jumps over 3% on the news.The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions with exceptional time to deployment. The portfolio includes a broad range of air-cooled and liquid-cooled systems with multiple CPU options. These include superior thermal design supporting traditional air cooling, liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling.In addition, a full data center management software suite, rack-level integration, including full network switching and cabling and cluster-level L12 solution validation can be delivered as turn-key offering with global delivery, professional support, and service.\"In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,\" said Charles Liang, president and CEO of Supermicro.\"Supermicro's NVIDIA Blackwell GPU offerings in plug-and-play scalable units with advanced liquid cooling and air cooling are empowering customers to deploy an infrastructure that supports increasingly complex AI workloads while maintaining exceptional efficiency. This reinforces our commitment to providing sustainable, cutting-edge solutions that accelerate AI innovation.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400332618977376,"gmtCreate":1738764078880,"gmtModify":1738764083644,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Good News","listText":"Good News","text":"Good News","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400332618977376","repostId":"2509200400","repostType":2,"repost":{"id":"2509200400","kind":"highlight","pubTimestamp":1738766879,"share":"https://ttm.financial/m/news/2509200400?lang=&edition=fundamental","pubTime":"2025-02-05 22:47","market":"sg","language":"en","title":"Tesla Stock Falls 2% as Sales Plunge 59% in Germany, Its Worst Showing in Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2509200400","media":"Bloomberg","summary":"\\","content":"<html><head></head><body><p>Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.</p><p>Shares of Tesla fell 2% on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e912850d9e6638c0d17262a6422694ae\" tg-width=\"789\" tg-height=\"636\"/></p><p style=\"text-align: start;\">The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.</p><p>Tesla stock <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> fell 1.2% in premarket trade. The stock has slipped 3% this year but doubled over the last 52 weeks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f58223e6f363023c03309c14e28d7e5\" title=\"\" tg-width=\"642\" tg-height=\"381\"/></p><p>Tesla also posted declines in the UK and France last month, meaning sales fell in Europe’s three largest EV markets as its CEO vouched for AfD leader Alice Weidel and took on Prime Minister Keir Starmer and his Labour government. All the while, Musk was cementing his position in the administration of US President Donald Trump, who’s threatened to hit the European Union with tariffs.</p><p>Musk, 53, hosted a live discussion with Weidel on his social media site X ahead of Germany’s federal election this month. During a virtual appearance at a party rally later in January, the Tesla CEO urged Germans to be proud of their culture and, in an apparent reference to wartime atrocities under the Nazis, discouraged “too much focus on past guilt.”</p><p>The remarks — made just before the 80th anniversary of the liberation of the Auschwitz death camp — sparked outrage in a country where reckoning with the past is central to its postwar identity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/007e7178019092e25a82cc285111651d\" title=\"\" tg-width=\"655\" tg-height=\"385\"/></p><p>Tesla’s sales plunged 63% last month in France, the EU’s second-biggest EV market, and dropped 12% in the UK.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Falls 2% as Sales Plunge 59% in Germany, Its Worst Showing in Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Falls 2% as Sales Plunge 59% in Germany, Its Worst Showing in Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-05 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-05/tesla-sales-plunge-59-in-germany-its-worst-showing-in-years><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.Shares of Tesla fell 2% on Wednesday.The US ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-05/tesla-sales-plunge-59-in-germany-its-worst-showing-in-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-02-05/tesla-sales-plunge-59-in-germany-its-worst-showing-in-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509200400","content_text":"Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.Shares of Tesla fell 2% on Wednesday.The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.Tesla stock $(TSLA)$ fell 1.2% in premarket trade. The stock has slipped 3% this year but doubled over the last 52 weeks.Tesla also posted declines in the UK and France last month, meaning sales fell in Europe’s three largest EV markets as its CEO vouched for AfD leader Alice Weidel and took on Prime Minister Keir Starmer and his Labour government. All the while, Musk was cementing his position in the administration of US President Donald Trump, who’s threatened to hit the European Union with tariffs.Musk, 53, hosted a live discussion with Weidel on his social media site X ahead of Germany’s federal election this month. During a virtual appearance at a party rally later in January, the Tesla CEO urged Germans to be proud of their culture and, in an apparent reference to wartime atrocities under the Nazis, discouraged “too much focus on past guilt.”The remarks — made just before the 80th anniversary of the liberation of the Auschwitz death camp — sparked outrage in a country where reckoning with the past is central to its postwar identity.Tesla’s sales plunged 63% last month in France, the EU’s second-biggest EV market, and dropped 12% in the UK.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394628594356592,"gmtCreate":1737366855022,"gmtModify":1737366858300,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"If TokTok eventually&nbsp;has to be sold to US companies , many more countries would've asking the same , interesting to see what happen next ...","listText":"If TokTok eventually&nbsp;has to be sold to US companies , many more countries would've asking the same , interesting to see what happen next ...","text":"If TokTok eventually has to be sold to US companies , many more countries would've asking the same , interesting to see what happen next ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394628594356592","repostId":"2504432904","repostType":2,"repost":{"id":"2504432904","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737258332,"share":"https://ttm.financial/m/news/2504432904?lang=&edition=fundamental","pubTime":"2025-01-19 11:45","market":"us","language":"en","title":"TikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It","url":"https://stock-news.laohu8.com/highlight/detail?id=2504432904","media":"Dow Jones","summary":"TikTok started going dark for 170 million American users in an unprecedented display of the U.S.-China divide over technology and national security.The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.TikTok's disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump's inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a neg","content":"<html><head></head><body><p>TikTok went dark in the U.S. on Saturday before a federal ban on the Chinese-owned short-video app took effect, cutting off access to the platform that captivated nearly half of all Americans, fueled small businesses and shaped online culture.</p><p>&#34;A law banning TikTok has been enacted in the U.S. Unfortunately, that means you can&#39;t use TikTok for now. We are fortunate that President Trump has indicated that he will work with us on a solution to reinstate TikTok once he takes office. Please stay tuned,&#34; a message on the app said.</p><p></p><p><img src=\"https://community-static.tradeup.com/news/2f586b62039f82917676717919adb6bf\" alt=\"quality,q_80\"/></p><p>Apple and Google removed TikTok from their app stores. The Apple App Store and the Google Play store’s removal of TikTok means people in the U.S. can no longer download the popular short-form video app on their devices.</p><p>The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.</p><p>TikTok&#39;s disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump&#39;s inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.</p><p>Trump&#39;s comments were the latest in a flurry of last-minute statements that capped a yearslong saga complicated by U.S. presidential politics, conflicting geopolitical interests and the ambiguities surrounding enforcement of the law, which outlines hefty penalties for noncompliance.</p><p>Before positioning himself as TikTok&#39;s potential savior, Trump tried to ban TikTok in his first term. President Biden, who signed the bipartisan law last April, ended his term with aides saying he wouldn&#39;t enforce it on his final day in office.</p><p>TikTok and parent ByteDance have portrayed themselves as independent of China, but their ability to do any divestiture deal to satisfy the U.S. law has been constrained by Beijing. In recent days, Chinese officials have internally discussed options including allowing a trusted non-Chinese party such as Elon Musk to invest in or take control of TikTok&#39;s U.S. operations.</p><p>Potential suitors include Project Liberty, led by billionaire Frank McCourt, which said it submitted a proposal to buy TikTok&#39;s U.S. assets other than the app&#39;s algorithm. Much of ByteDance is owned by major American financial firms including BlackRock, General Atlantic and Susquehanna International Group, co-founded by Republican megadonor Jeff Yass.</p><p>The Protecting Americans from Foreign Adversary Controlled Applications Act, as it is formally called, took effect after the Supreme Court on Friday unanimously upheld it, siding with Congress&#39;s national-security concerns over the claim by the platform and its users that the ban violates the First Amendment.</p><p>The law makes it unlawful for an entity to distribute, maintain or update the app, known for its addictive short videos. TikTok planned to shut down the app protectively so that its partners, including Apple and Google&#39;s app stores and Oracle, which hosts U.S. users&#39; data, would be shielded from legal liability.</p><p>Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a negotiated resolution and that it is possible to spare TikTok while addressing the national-security concerns that drove Congress to enact it. The law allows for an extension if there is progress toward a qualified divestiture.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It</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\">\nTikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-19 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TikTok went dark in the U.S. on Saturday before a federal ban on the Chinese-owned short-video app took effect, cutting off access to the platform that captivated nearly half of all Americans, fueled small businesses and shaped online culture.</p><p>&#34;A law banning TikTok has been enacted in the U.S. Unfortunately, that means you can&#39;t use TikTok for now. We are fortunate that President Trump has indicated that he will work with us on a solution to reinstate TikTok once he takes office. Please stay tuned,&#34; a message on the app said.</p><p></p><p><img src=\"https://community-static.tradeup.com/news/2f586b62039f82917676717919adb6bf\" alt=\"quality,q_80\"/></p><p>Apple and Google removed TikTok from their app stores. The Apple App Store and the Google Play store’s removal of TikTok means people in the U.S. can no longer download the popular short-form video app on their devices.</p><p>The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.</p><p>TikTok&#39;s disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump&#39;s inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.</p><p>Trump&#39;s comments were the latest in a flurry of last-minute statements that capped a yearslong saga complicated by U.S. presidential politics, conflicting geopolitical interests and the ambiguities surrounding enforcement of the law, which outlines hefty penalties for noncompliance.</p><p>Before positioning himself as TikTok&#39;s potential savior, Trump tried to ban TikTok in his first term. President Biden, who signed the bipartisan law last April, ended his term with aides saying he wouldn&#39;t enforce it on his final day in office.</p><p>TikTok and parent ByteDance have portrayed themselves as independent of China, but their ability to do any divestiture deal to satisfy the U.S. law has been constrained by Beijing. In recent days, Chinese officials have internally discussed options including allowing a trusted non-Chinese party such as Elon Musk to invest in or take control of TikTok&#39;s U.S. operations.</p><p>Potential suitors include Project Liberty, led by billionaire Frank McCourt, which said it submitted a proposal to buy TikTok&#39;s U.S. assets other than the app&#39;s algorithm. Much of ByteDance is owned by major American financial firms including BlackRock, General Atlantic and Susquehanna International Group, co-founded by Republican megadonor Jeff Yass.</p><p>The Protecting Americans from Foreign Adversary Controlled Applications Act, as it is formally called, took effect after the Supreme Court on Friday unanimously upheld it, siding with Congress&#39;s national-security concerns over the claim by the platform and its users that the ban violates the First Amendment.</p><p>The law makes it unlawful for an entity to distribute, maintain or update the app, known for its addictive short videos. TikTok planned to shut down the app protectively so that its partners, including Apple and Google&#39;s app stores and Oracle, which hosts U.S. users&#39; data, would be shielded from legal liability.</p><p>Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a negotiated resolution and that it is possible to spare TikTok while addressing the national-security concerns that drove Congress to enact it. The law allows for an extension if there is progress toward a qualified divestiture.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504432904","content_text":"TikTok went dark in the U.S. on Saturday before a federal ban on the Chinese-owned short-video app took effect, cutting off access to the platform that captivated nearly half of all Americans, fueled small businesses and shaped online culture.\"A law banning TikTok has been enacted in the U.S. Unfortunately, that means you can't use TikTok for now. We are fortunate that President Trump has indicated that he will work with us on a solution to reinstate TikTok once he takes office. Please stay tuned,\" a message on the app said.Apple and Google removed TikTok from their app stores. The Apple App Store and the Google Play store’s removal of TikTok means people in the U.S. can no longer download the popular short-form video app on their devices.The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.TikTok's disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump's inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.Trump's comments were the latest in a flurry of last-minute statements that capped a yearslong saga complicated by U.S. presidential politics, conflicting geopolitical interests and the ambiguities surrounding enforcement of the law, which outlines hefty penalties for noncompliance.Before positioning himself as TikTok's potential savior, Trump tried to ban TikTok in his first term. President Biden, who signed the bipartisan law last April, ended his term with aides saying he wouldn't enforce it on his final day in office.TikTok and parent ByteDance have portrayed themselves as independent of China, but their ability to do any divestiture deal to satisfy the U.S. law has been constrained by Beijing. In recent days, Chinese officials have internally discussed options including allowing a trusted non-Chinese party such as Elon Musk to invest in or take control of TikTok's U.S. operations.Potential suitors include Project Liberty, led by billionaire Frank McCourt, which said it submitted a proposal to buy TikTok's U.S. assets other than the app's algorithm. Much of ByteDance is owned by major American financial firms including BlackRock, General Atlantic and Susquehanna International Group, co-founded by Republican megadonor Jeff Yass.The Protecting Americans from Foreign Adversary Controlled Applications Act, as it is formally called, took effect after the Supreme Court on Friday unanimously upheld it, siding with Congress's national-security concerns over the claim by the platform and its users that the ban violates the First Amendment.The law makes it unlawful for an entity to distribute, maintain or update the app, known for its addictive short videos. TikTok planned to shut down the app protectively so that its partners, including Apple and Google's app stores and Oracle, which hosts U.S. users' data, would be shielded from legal liability.Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a negotiated resolution and that it is possible to spare TikTok while addressing the national-security concerns that drove Congress to enact it. The law allows for an extension if there is progress toward a qualified divestiture.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394229326393568,"gmtCreate":1737273766858,"gmtModify":1737274131559,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"One minute said it is a threat to National Security , another minute said he&nbsp;will save it . Cannot understand whether there is a threat or not.","listText":"One minute said it is a threat to National Security , another minute said he&nbsp;will save it . Cannot understand whether there is a threat or not.","text":"One minute said it is a threat to National Security , another minute said he will save it . Cannot understand whether there is a threat or not.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394229326393568","repostId":"2504432904","repostType":2,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392146190504200,"gmtCreate":1736770353721,"gmtModify":1736775515558,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Joe just have to stir some shits before leaving&nbsp;","listText":"Joe just have to stir some shits before leaving&nbsp;","text":"Joe just have to stir some shits before leaving","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392146190504200","repostId":"1110557554","repostType":2,"repost":{"id":"1110557554","kind":"news","pubTimestamp":1736768971,"share":"https://ttm.financial/m/news/1110557554?lang=&edition=fundamental","pubTime":"2025-01-13 19:49","market":"us","language":"en","title":"White House Unveils New Curbs on Exporting Nvidia AI Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1110557554","media":"Bloomberg","summary":"Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled sweep","content":"<html><head></head><body><ul style=\"\"><li><p>Biden administration seeks broad control over computing power</p></li><li><p>Decisions on restrictions will fall to incoming Trump team</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c7b727ff7d1d045c202bb3dcdfd7de9\" title=\"The Nvidia headquarters in Santa Clara, California.\" tg-width=\"2000\" tg-height=\"1333\"/><span>The Nvidia headquarters in Santa Clara, California.</span></p><p>The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.</p><p>Chip stocks sank on Monday.</p><p style=\"text-align: start;\">The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.</p><p style=\"text-align: start;\">Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.</p><p style=\"text-align: start;\">Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.</p><p>“This is very hard, and no rule is perfect,” she said. “Managing the national security risks requires delicate tradeoffs that take all of this into account.”</p><p>China’s growing technological prowess has spurred concern in the US. The move to curb the sale of AI chips used in data centers on both a country and company basis has the goal of concentrating artificial intelligence development in friendly nations and getting businesses around the world to align with American standards, Bloomberg News previously reported. The Biden team discussed the measures with its successors, and one US official said export controls have largely been a bipartisan national security priority.</p><p>Similar to the rules for importing countries, companies in the US and nearly 20 allied countries can agree to US government standards and win permission to ship to the restricted nations.</p><p style=\"text-align: start;\">To get that approval, they’ll have to keep the majority of their computing power in friendly territories. The approval would not extend to data centers in China, Russia, Macau and some 20 other locations for which the US has an arms embargo. The US has effectively banned AI chip shipments to those places.</p><p>The goal of the measures, which companies such as Nvidia and Oracle Corp. have warned could be catastrophic for the US tech industry, is to ensure that the global development of AI aligns with American standards and relies on US — not Chinese — technology.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1367adee18a8501f1e15c4573192f75c\" title=\"Gina Raimondo\" tg-width=\"2000\" tg-height=\"1334\"/><span>Gina Raimondo</span></p><p>“It ensures that the infrastructure for training frontier AI, the most exquisite AI systems at the frontier, happens either in America or in the jurisdictions of our closest allies, and that that capacity does not get offshored like chips and batteries and other industries that we’ve had to invest hundreds of billion dollars to bring back onshore,” National Security Advisor Jake Sullivan told reporters.</p><p>But companies and key lawmakers have warned that the restrictions could actually drive customers toward products from Chinese companies, including the blacklisted Huawei Technologies Co., if they are unable to purchase preferred American offerings or if the associated security requirements are too onerous.</p><p style=\"text-align: start;\"><strong>Nvidia Sees ‘Overreach’</strong></p><p style=\"text-align: start;\">The Biden administration’s rule “threatens to squander America’s hard-won technological advantage” by “attempting to rig market outcomes and stifle competition,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.</p><p style=\"text-align: start;\">“As the first Trump administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world — not by retreating behind a wall of government overreach,” Finkle said.</p><p>Senators Ted Cruz and Maria Cantwell, the top Republican and Democrat on the Commerce Committee, made that argument in a December letter to Raimondo.</p><p style=\"text-align: start;\">“Such draconian restrictions would severely hinder the sale of US technology abroad and risk driving foreign buyers to Chinese competitors like Huawei,” they wrote.</p><p style=\"text-align: start;\">In a statement last week, ahead of the rule’s official publication, Cruz said that he would consider “every tool” — including the Congressional Review Act — to protect American industry from “unnecessary overreach.” The CRA allows Congress to overturn certain rules by executive agencies.</p><p style=\"text-align: start;\">Other lawmakers — including the bipartisan leaders of the House China Select Committee — favor the Biden administration’s approach. Jimmy Goodrich, senior adviser to RAND for technology analysis, said Chinese AI chips aren’t globally competitive for now.</p><p style=\"text-align: start;\">“Due to export controls, China has been unable to produce a sufficient quantity of AI chips even for its own domestic demand, and even then, they are at least one to two generations inferior to American chips,” he said.</p><p style=\"text-align: start;\">Additionally, the rules establish export controls on so-called closed model weights for the first time. They control how AI models process data and generate responses and predictions.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>White House Unveils New Curbs on Exporting Nvidia AI Chips</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\">\nWhite House Unveils New Curbs on Exporting Nvidia AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-13 19:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","ASML":"阿斯麦","AVGO":"博通","NVDA":"英伟达","ARM":"ARM Holdings","TSM":"台积电","STM":"意法半导体","INTC":"英特尔","SMCI":"超微电脑"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110557554","content_text":"Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.Chip stocks sank on Monday.The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.“This is very hard, and no rule is perfect,” she said. “Managing the national security risks requires delicate tradeoffs that take all of this into account.”China’s growing technological prowess has spurred concern in the US. The move to curb the sale of AI chips used in data centers on both a country and company basis has the goal of concentrating artificial intelligence development in friendly nations and getting businesses around the world to align with American standards, Bloomberg News previously reported. The Biden team discussed the measures with its successors, and one US official said export controls have largely been a bipartisan national security priority.Similar to the rules for importing countries, companies in the US and nearly 20 allied countries can agree to US government standards and win permission to ship to the restricted nations.To get that approval, they’ll have to keep the majority of their computing power in friendly territories. The approval would not extend to data centers in China, Russia, Macau and some 20 other locations for which the US has an arms embargo. The US has effectively banned AI chip shipments to those places.The goal of the measures, which companies such as Nvidia and Oracle Corp. have warned could be catastrophic for the US tech industry, is to ensure that the global development of AI aligns with American standards and relies on US — not Chinese — technology.Gina Raimondo“It ensures that the infrastructure for training frontier AI, the most exquisite AI systems at the frontier, happens either in America or in the jurisdictions of our closest allies, and that that capacity does not get offshored like chips and batteries and other industries that we’ve had to invest hundreds of billion dollars to bring back onshore,” National Security Advisor Jake Sullivan told reporters.But companies and key lawmakers have warned that the restrictions could actually drive customers toward products from Chinese companies, including the blacklisted Huawei Technologies Co., if they are unable to purchase preferred American offerings or if the associated security requirements are too onerous.Nvidia Sees ‘Overreach’The Biden administration’s rule “threatens to squander America’s hard-won technological advantage” by “attempting to rig market outcomes and stifle competition,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.“As the first Trump administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world — not by retreating behind a wall of government overreach,” Finkle said.Senators Ted Cruz and Maria Cantwell, the top Republican and Democrat on the Commerce Committee, made that argument in a December letter to Raimondo.“Such draconian restrictions would severely hinder the sale of US technology abroad and risk driving foreign buyers to Chinese competitors like Huawei,” they wrote.In a statement last week, ahead of the rule’s official publication, Cruz said that he would consider “every tool” — including the Congressional Review Act — to protect American industry from “unnecessary overreach.” The CRA allows Congress to overturn certain rules by executive agencies.Other lawmakers — including the bipartisan leaders of the House China Select Committee — favor the Biden administration’s approach. Jimmy Goodrich, senior adviser to RAND for technology analysis, said Chinese AI chips aren’t globally competitive for now.“Due to export controls, China has been unable to produce a sufficient quantity of AI chips even for its own domestic demand, and even then, they are at least one to two generations inferior to American chips,” he said.Additionally, the rules establish export controls on so-called closed model weights for the first time. They control how AI models process data and generate responses and predictions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385120056795280,"gmtCreate":1735034513473,"gmtModify":1735038622511,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Good effort in writing . But, I find many articles are just pure rubbish","listText":"Good effort in writing . But, I find many articles are just pure rubbish","text":"Good effort in writing . But, I find many articles are just pure rubbish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385120056795280","repostId":"1181162347","repostType":2,"repost":{"id":"1181162347","kind":"news","pubTimestamp":1735033114,"share":"https://ttm.financial/m/news/1181162347?lang=&edition=fundamental","pubTime":"2024-12-24 17:38","market":"us","language":"en","title":"Super Micro Computer: The Stock That's Doomed To Fail","url":"https://stock-news.laohu8.com/highlight/detail?id=1181162347","media":"Seeking Alpha","summary":"SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from","content":"<html><head></head><body><h2 id=\"id_3899041729\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer lost more than half of its value in the last six months.</p></li><li><p>The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from Nasdaq.</p></li><li><p>Even if Super Micro Computer overcomes all the current challenges that it faces, its upside could still be limited because of the recent poor performance of its business.</p></li></ul><p>The accounting scandal that began a few months ago has tarnished <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a>’s stock, which is currently trading close to its 52-week lows. Although some might think that the worst for the company is behind it, we believe that any potential upside is not worth opening a position at this stage. Super Micro still faces some major risks that in our opinion make its stock uninvestable right now.</p><h2 id=\"id_1730226959\">This Has Been A Rollercoaster</h2><p>After the impressive performance in the first half of 2024, Super Micro’s stock lost all of its momentum in the second half of the year and depreciated by over 50% in the last six months. The real troubles first started in late August when a popular research firm Hindenburg published a bearish report on the company. In the report, Hindenburg accused Super Micro of failing to comply with the sanctions and export controls and highlighted various governance-related issues. The report also stated that Super Micro is engaged in <em>continued proper revenue recognition</em>. This is something that the company was already doing in the past and it resulted in the delisting of its stock from Nasdaq in 2018 and a charge by the Security and Exchange Commission in 2020.</p><p>Shortly after the report was released, the U.S. Department of Justice opened a probe against the company that is still ongoing. After that, Super Micro’s auditor Ernst &amp; Young resigned, which spooked the market and prevented the company from releasing its earnings report on time. This has led to Nasdaq sending Super Micro a non-compliance letter, which created a new delisting risk. Following all of that, Super Micro was also removed from the Nasdaq 100 and its stock continues to trade in a distressed territory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6722ddfb7b5165bd704a94eed7e38fbd\" alt=\"Super Micro’s performance\" title=\"Super Micro’s performance\" tg-width=\"640\" tg-height=\"259\"/><span>Super Micro’s performance</span></p><p>The good thing for Super Micro in all of this is that Nasdaq extended the reporting time for the company, which now needs to release all the missing quarterly and annual filings by February 25, 2025. If that doesn’t happen, then we’ll likely see a delisting of its shares from the exchange like it was a few years ago.</p><p>However, even if there have been no wrongdoings and Super Micro overcomes all the current legal and regulatory challenges, the upside for its shares could still be limited.</p><p>Last month, the company already released its preliminary Q1 earnings results, which showed that its revenues are expected to be between $5.9 billion and $6 billion. This is below the Wall Street consensus of $6.79 billion and also below the company’s initial guidance of between $6 billion and $7 billion. If the final report for the period comes out with the same numbers, then the disappointing sales numbers along with the inability to reach its own forecast might indicate that Super Micro’s growth opportunities are limited.</p><p>From the publicly available reports, we know that Elon Musk’s xAI firm recently started to pull orders for the AI servers from Super Micro to Dell (DELL). It appears that Nvidia (NVDA) has been doing the same thing recently, while Citi (C) named Dell and HP Enterprise (HPE) as the biggest winners in this situation. Even Super Micro’s preliminary outlook for Q2 indicates that the company is expected to generate only between $5.5 billion and $6.1 billion in revenues, below the consensus of $6.79 billion. There are also reports that Super Micro is now looking to raise additional capital, which suggests that the company might have liquidity issues as orders are being canceled. This is why the company’s upside indeed could be limited even if Super Micro overcomes all the challenges that it currently faces.</p><h2 id=\"id_4134804721\">Potential Upside Ahead?</h2><p>There are still several positive things that need to be considered. After the accounting scandal happened, Super Micro launched an internal investigation, which found no misconduct. More importantly, Super Micro agreed with the recommendation of the committee behind the investigation to replace its CFO and said that it doesn’t expect any restatement of its previous earnings reports.</p><p>Super Micro has also hired BDO USA as its new auditor to review the company’s financial data and approve all the necessary earnings reports before February 25. If the reports come out on time, then Super Micro would likely be able to avoid delisting, which could give a boost to the share price despite the disappointing performance of the business in the recent quarter.</p><p>In addition, as the AI-server market is expected to grow by 55% and be worth $252 billion next year, Super Micro might have an opportunity to improve its performance next year and exceed the expectations that were recently given by the company along with the preliminary data. This could also boost the share price next year.</p><h2 id=\"id_2218143786\">The Real Value of Super Micro Computer</h2><p>When it comes to valuing Super Micro, we used the currently available data that the company previously reported due to the lack of alternatives. This is something that investors need to keep in mind in light of the recent accounting scandal.</p><p>The tax rate in our model is 15%, which is below the current corporate tax rate in the United States. Given that under the Trump administration we could see another tax reform that lowers corporate taxes, we believe that it makes sense to use a rate that’s lower than today’s standard rate when forecasting the company’s performance for the next few years. The perpetual growth rate is 3%, which is similar to the historical GDP and inflation rate. We value Super Micro when it’s trading at $31.59 per share and the cash and long-term debt data was taken from the latest available earnings report.</p><p>The discount rate in the model is 7.89%. We arrived at that rate by calculating Super Micro’s after-tax cost of debt using mostly its TTM data, and the cost of equity. For the cost of equity calculation, we used the risk-free rate of 4.40%, beta of 1.28, and the market return rate of 7.69%. We then weighted the company’s debt and equity to arrive at our discount rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a987e0d40ca26fc2c7ef3eb9271b03d3\" alt=\"Super Micro Computer’s valuation model\" title=\"Super Micro Computer’s valuation model\" tg-width=\"640\" tg-height=\"181\"/><span>Super Micro Computer’s valuation model</span></p><p>In the forecast table below, our sales and EBIT assumptions are mostly similar to the overall consensus for the next couple of years. After that, we expect a gradual normalization of growth rates across the semiconductor industry to more stable levels once the chip capacity issues caused by AI-related demand are resolved. The bottom part of the forecast table mostly aligns with Super Micro’s historical performance and doesn’t have a significant impact on the FCF calculation.</p><p>With all of those assumptions, our valuation model shows that Super Micro’s enterprise value is $18.91 billion, which is close to Seeking Alpha&#39;s enterprise value estimates. We then calculated Super Micro’s equity value by adding cash to the enterprise value and subtracting the long-term debt. In our case, Super Micro’s equity value is $18.80 billion. We then dividend the company’s equity value by the number of its outstanding shares and figured out that Super Micro’s intrinsic value is $29.28 per share, which is below but also fairly close to the current market price at the time of this writing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0974837dafcedfd5e245c0d9cc5b4280\" alt=\"Super Micro Computer’s valuation model\" title=\"Super Micro Computer’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Super Micro Computer’s valuation model</span></p><h2 id=\"id_3934436656\">Final Thoughts</h2><p>Our valuation model clearly shows that even if all the previously reported numbers are correct and the current outlook along with the street assumptions are realistic, Super Micro’s stock is still not a good investment. As the AI hype train appears to be losing steam while the number of growth opportunities is limited, giving Super Micro a rating of SELL is the most appropriate thing to do right now.</p><p>We also think that there are much better semiconductor names on the market right now that are not in the middle of an accounting scandal. In our opinion, long-term investors should rather look for them than bet on a speculative play like Super Micro, which already lost more than half of its value in the last six months.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: The Stock That's Doomed To Fail</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\">\nSuper Micro Computer: The Stock That's Doomed To Fail\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 17:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from...</p>\n\n<a href=\"https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4746111-super-micro-computer-the-stock-thats-doomed-to-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181162347","content_text":"SummarySuper Micro Computer lost more than half of its value in the last six months.The company is currently in the middle of an accounting scandal that could result in the delisting of its stock from Nasdaq.Even if Super Micro Computer overcomes all the current challenges that it faces, its upside could still be limited because of the recent poor performance of its business.The accounting scandal that began a few months ago has tarnished Super Micro Computer’s stock, which is currently trading close to its 52-week lows. Although some might think that the worst for the company is behind it, we believe that any potential upside is not worth opening a position at this stage. Super Micro still faces some major risks that in our opinion make its stock uninvestable right now.This Has Been A RollercoasterAfter the impressive performance in the first half of 2024, Super Micro’s stock lost all of its momentum in the second half of the year and depreciated by over 50% in the last six months. The real troubles first started in late August when a popular research firm Hindenburg published a bearish report on the company. In the report, Hindenburg accused Super Micro of failing to comply with the sanctions and export controls and highlighted various governance-related issues. The report also stated that Super Micro is engaged in continued proper revenue recognition. This is something that the company was already doing in the past and it resulted in the delisting of its stock from Nasdaq in 2018 and a charge by the Security and Exchange Commission in 2020.Shortly after the report was released, the U.S. Department of Justice opened a probe against the company that is still ongoing. After that, Super Micro’s auditor Ernst & Young resigned, which spooked the market and prevented the company from releasing its earnings report on time. This has led to Nasdaq sending Super Micro a non-compliance letter, which created a new delisting risk. Following all of that, Super Micro was also removed from the Nasdaq 100 and its stock continues to trade in a distressed territory.Super Micro’s performanceThe good thing for Super Micro in all of this is that Nasdaq extended the reporting time for the company, which now needs to release all the missing quarterly and annual filings by February 25, 2025. If that doesn’t happen, then we’ll likely see a delisting of its shares from the exchange like it was a few years ago.However, even if there have been no wrongdoings and Super Micro overcomes all the current legal and regulatory challenges, the upside for its shares could still be limited.Last month, the company already released its preliminary Q1 earnings results, which showed that its revenues are expected to be between $5.9 billion and $6 billion. This is below the Wall Street consensus of $6.79 billion and also below the company’s initial guidance of between $6 billion and $7 billion. If the final report for the period comes out with the same numbers, then the disappointing sales numbers along with the inability to reach its own forecast might indicate that Super Micro’s growth opportunities are limited.From the publicly available reports, we know that Elon Musk’s xAI firm recently started to pull orders for the AI servers from Super Micro to Dell (DELL). It appears that Nvidia (NVDA) has been doing the same thing recently, while Citi (C) named Dell and HP Enterprise (HPE) as the biggest winners in this situation. Even Super Micro’s preliminary outlook for Q2 indicates that the company is expected to generate only between $5.5 billion and $6.1 billion in revenues, below the consensus of $6.79 billion. There are also reports that Super Micro is now looking to raise additional capital, which suggests that the company might have liquidity issues as orders are being canceled. This is why the company’s upside indeed could be limited even if Super Micro overcomes all the challenges that it currently faces.Potential Upside Ahead?There are still several positive things that need to be considered. After the accounting scandal happened, Super Micro launched an internal investigation, which found no misconduct. More importantly, Super Micro agreed with the recommendation of the committee behind the investigation to replace its CFO and said that it doesn’t expect any restatement of its previous earnings reports.Super Micro has also hired BDO USA as its new auditor to review the company’s financial data and approve all the necessary earnings reports before February 25. If the reports come out on time, then Super Micro would likely be able to avoid delisting, which could give a boost to the share price despite the disappointing performance of the business in the recent quarter.In addition, as the AI-server market is expected to grow by 55% and be worth $252 billion next year, Super Micro might have an opportunity to improve its performance next year and exceed the expectations that were recently given by the company along with the preliminary data. This could also boost the share price next year.The Real Value of Super Micro ComputerWhen it comes to valuing Super Micro, we used the currently available data that the company previously reported due to the lack of alternatives. This is something that investors need to keep in mind in light of the recent accounting scandal.The tax rate in our model is 15%, which is below the current corporate tax rate in the United States. Given that under the Trump administration we could see another tax reform that lowers corporate taxes, we believe that it makes sense to use a rate that’s lower than today’s standard rate when forecasting the company’s performance for the next few years. The perpetual growth rate is 3%, which is similar to the historical GDP and inflation rate. We value Super Micro when it’s trading at $31.59 per share and the cash and long-term debt data was taken from the latest available earnings report.The discount rate in the model is 7.89%. We arrived at that rate by calculating Super Micro’s after-tax cost of debt using mostly its TTM data, and the cost of equity. For the cost of equity calculation, we used the risk-free rate of 4.40%, beta of 1.28, and the market return rate of 7.69%. We then weighted the company’s debt and equity to arrive at our discount rate.Super Micro Computer’s valuation modelIn the forecast table below, our sales and EBIT assumptions are mostly similar to the overall consensus for the next couple of years. After that, we expect a gradual normalization of growth rates across the semiconductor industry to more stable levels once the chip capacity issues caused by AI-related demand are resolved. The bottom part of the forecast table mostly aligns with Super Micro’s historical performance and doesn’t have a significant impact on the FCF calculation.With all of those assumptions, our valuation model shows that Super Micro’s enterprise value is $18.91 billion, which is close to Seeking Alpha's enterprise value estimates. We then calculated Super Micro’s equity value by adding cash to the enterprise value and subtracting the long-term debt. In our case, Super Micro’s equity value is $18.80 billion. We then dividend the company’s equity value by the number of its outstanding shares and figured out that Super Micro’s intrinsic value is $29.28 per share, which is below but also fairly close to the current market price at the time of this writing.Super Micro Computer’s valuation modelFinal ThoughtsOur valuation model clearly shows that even if all the previously reported numbers are correct and the current outlook along with the street assumptions are realistic, Super Micro’s stock is still not a good investment. As the AI hype train appears to be losing steam while the number of growth opportunities is limited, giving Super Micro a rating of SELL is the most appropriate thing to do right now.We also think that there are much better semiconductor names on the market right now that are not in the middle of an accounting scandal. In our opinion, long-term investors should rather look for them than bet on a speculative play like Super Micro, which already lost more than half of its value in the last six months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377908085366928,"gmtCreate":1733292241335,"gmtModify":1733292907482,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","listText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","text":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377908085366928","repostId":"1199304506","repostType":4,"repost":{"id":"1199304506","kind":"news","pubTimestamp":1733283900,"share":"https://ttm.financial/m/news/1199304506?lang=&edition=fundamental","pubTime":"2024-12-04 11:45","market":"us","language":"en","title":"Super Micro Computer: You're Gambling If You Buy This, Not Investing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304506","media":"Seeking Alpha","summary":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines","content":"<html><head></head><body><h2 id=\"id_2210350387\">Summary</h2><ul style=\"\"><li><p>SMCI&#39;s recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.</p></li><li><p>SMCI&#39;s past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.</p></li><li><p>The appointment of BDO as the new auditor offers some hope but doesn&#39;t eliminate the significant risks and unresolved issues identified by Ernst &amp; Young.</p></li><li><p>Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0dd59825e09cdca1d96afc5c7f9a0d1\" alt=\"SlavkoSereda/iStock via Getty Images\" title=\"SlavkoSereda/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>SlavkoSereda/iStock via Getty Images</span></p><h2 id=\"id_2160079058\">Introduction</h2><p>I mostly like to talk about buying opportunities here on Seeking Alpha, but I&#39;ve noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.</p><p>Despite this appointment having some potential good news and a sign of hope, there&#39;s way too many unknowns and risk factors that, as investors on the outside, we just don&#39;t know the answers to. Of course, when we invest, there&#39;s always some unknowns and risks to take, but for me here, there&#39;s just way too many unknowns, which makes it a very illogical investment.</p><h2 id=\"id_1452235947\">Background</h2><p>SMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.</p><p>It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst &amp; Young (SMCI&#39;s auditor) resigned on October 24th. Ernst &amp; Young cited reasons including:</p><ul style=\"\"><li><p>Lack of trust in management</p></li><li><p>Weak internal controls</p></li><li><p>Lack of board independence</p></li></ul><p>When an auditor resigns from auditing a client the size of SMCI it&#39;s never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there&#39;s likely something out of the ordinary going on.</p><h2 id=\"id_146560957\">Here&#39;s why SMCI is not worth investing into.</h2><p>If this auditor resignation was a one-off issue, then I&#39;d be inclined to give SMCI the benefit of doubt (though I&#39;d still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.</p><p>The past 6 years has seen:</p><ul style=\"\"><li><p>NASDAQ delisting</p></li><li><p>$17.5 million fine to SEC</p></li><li><p>Hindenburg Research (one of the most famous short sellers)</p></li><li><p>Department of Justice probe</p></li></ul><p>I&#39;m going to go over each one of these to explain exactly what&#39;s happened and my take on them all.</p><h3 id=\"id_2241418678\">NASDAQ delisting - 2018</h3><p>SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:</p><ol start=\"1\" style=\"\"><li><p>Voluntary delisting.</p></li><li><p>Falling below a certain market cap or $1.00 stock price.</p></li><li><p>Accounting issues/missed deadlines.</p></li></ol><p>Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long &#34;grace periods&#34; meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI&#39;s size in a long time.</p><h3 id=\"id_37544222\">Fine</h3><p>In 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.</p><p>Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.</p><h3 id=\"id_1199563137\">Department of Justice</h3><p>On top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.</p><p>As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI&#39;s future.</p><h3 id=\"id_494708400\">BDO Appointment</h3><p>The positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That&#39;s all the good news I can say about this though.</p><p>The bad news is that BDO isn&#39;t a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It&#39;s a shame that this is the way it is, but for a company in the S&amp;P 500, Big 4 auditors are by far the most common. Unless there&#39;s a good reason not to appoint a Big 4 auditor, S&amp;P 500 companies simply look a bit more questionable if they don&#39;t have a Big 4 company auditing them.</p><p>The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn&#39;t part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.</p><p>In my opinion, realistically, the issues that EY found won&#39;t have been resolved and BDO will also likely find these issues, meaning they&#39;ll not sign off.</p><p>Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period&#39;s numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.</p><p>If the BDO does manage to get all this work done, and assuming there&#39;s no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.</p><h2 id=\"id_4231930187\">So is SMCI a buy, sell, or hold?</h2><p>SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.</p><p>SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there&#39;s a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.</p><p>Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there&#39;s hundreds and if not thousands of other stocks without any risk of these issues, I don&#39;t see why it&#39;s worth risking an investment into SMCI.</p><p>My overall take is that I&#39;d give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: You're Gambling If You Buy This, Not Investing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: You're Gambling If You Buy This, Not Investing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines...</p>\n\n<a href=\"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304506","content_text":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.The appointment of BDO as the new auditor offers some hope but doesn't eliminate the significant risks and unresolved issues identified by Ernst & Young.Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.SlavkoSereda/iStock via Getty ImagesIntroductionI mostly like to talk about buying opportunities here on Seeking Alpha, but I've noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.Despite this appointment having some potential good news and a sign of hope, there's way too many unknowns and risk factors that, as investors on the outside, we just don't know the answers to. Of course, when we invest, there's always some unknowns and risks to take, but for me here, there's just way too many unknowns, which makes it a very illogical investment.BackgroundSMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst & Young (SMCI's auditor) resigned on October 24th. Ernst & Young cited reasons including:Lack of trust in managementWeak internal controlsLack of board independenceWhen an auditor resigns from auditing a client the size of SMCI it's never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there's likely something out of the ordinary going on.Here's why SMCI is not worth investing into.If this auditor resignation was a one-off issue, then I'd be inclined to give SMCI the benefit of doubt (though I'd still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.The past 6 years has seen:NASDAQ delisting$17.5 million fine to SECHindenburg Research (one of the most famous short sellers)Department of Justice probeI'm going to go over each one of these to explain exactly what's happened and my take on them all.NASDAQ delisting - 2018SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:Voluntary delisting.Falling below a certain market cap or $1.00 stock price.Accounting issues/missed deadlines.Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long \"grace periods\" meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI's size in a long time.FineIn 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.Department of JusticeOn top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI's future.BDO AppointmentThe positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That's all the good news I can say about this though.The bad news is that BDO isn't a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It's a shame that this is the way it is, but for a company in the S&P 500, Big 4 auditors are by far the most common. Unless there's a good reason not to appoint a Big 4 auditor, S&P 500 companies simply look a bit more questionable if they don't have a Big 4 company auditing them.The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn't part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.In my opinion, realistically, the issues that EY found won't have been resolved and BDO will also likely find these issues, meaning they'll not sign off.Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period's numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.If the BDO does manage to get all this work done, and assuming there's no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.So is SMCI a buy, sell, or hold?SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there's a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there's hundreds and if not thousands of other stocks without any risk of these issues, I don't see why it's worth risking an investment into SMCI.My overall take is that I'd give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377538521997400,"gmtCreate":1733211641273,"gmtModify":1733211644873,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He will ask President to fire the Judge","listText":"He will ask President to fire the Judge","text":"He will ask President to fire the Judge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377538521997400","repostId":"2488693392","repostType":2,"repost":{"id":"2488693392","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733211000,"share":"https://ttm.financial/m/news/2488693392?lang=&edition=fundamental","pubTime":"2024-12-03 15:30","market":"us","language":"en","title":"What Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?","url":"https://stock-news.laohu8.com/highlight/detail?id=2488693392","media":"Reuters","summary":"WILMINGTON, Delaware, Dec 2  - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO's pay deal by the company's shareholders, a Delaware judge ruled on Monday.Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:WHAT DOES MUSK WANT?Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to ","content":"<html><head></head><body><p>WILMINGTON, Delaware, Dec 2 (Reuters) - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO&#39;s pay deal by the company&#39;s shareholders, a Delaware judge ruled on Monday.</p><p>Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:</p><h2 id=\"id_4015928809\" style=\"text-align: start;\">WHAT DOES MUSK WANT?</h2><p>Musk told a special committee of the Tesla board soon after a judge voided his compensation in January that he wanted a similar-sized replacement package, according to a securities filing.</p><p>In addition, earlier this year he said on his social media platform X that he wanted a larger stake in Tesla or he might develop some products outside the company. Musk&#39;s other companies include rocket venture SpaceX and Neuralink, which develops brain implants.</p><h2 id=\"id_2065050315\" style=\"text-align: start;\">TESLA COULD APPEAL THE RULING</h2><p>Musk and Tesla&#39;s board could appeal and try to reverse the ruling at the Delaware Supreme Court, a process that typically takes around a year.</p><p>The case, which involved the largest-ever pay deal at a U.S. public company, raises issues that have rarely been addressed by Delaware judges, adding uncertainty to an appeal.</p><p>For example, the trial court judge, Chancellor Kathaleen McCormick, found that Musk controlled the compensation negotiations, even though he owned only about 22% of Tesla&#39;s stock.</p><p>In addition, Tesla has acknowledged that the June vote by shareholders to ratify Musk&#39;s pay was a &#34;novel&#34; legal tactic and has said it was unclear how it would be treated under Delaware law.</p><h2 id=\"id_741800313\" style=\"text-align: start;\">TESLA COULD DEVISE A NEW PLAN</h2><p>Tesla&#39;s board could craft a new pay package, although that could be very expensive.</p><p>The original plan, agreed to by Musk and the company in 2018, awarded him stock options if the company hit very aggressive performance and financial targets. The stock options allowed Musk to buy Tesla stock priced at the 2018 level. The company exceeded the targets, and Tesla&#39;s stock has risen 10-fold since then, making the options incredibly valuable.</p><p>Tesla booked a cost of $2.6 billion when the 2018 plan went into effect. The company has said that a replacement plan for the same cost today would likely have to be less than 10% of the size of the 2018 plan.</p><h2 id=\"id_3385019166\" style=\"text-align: start;\">COULD TESLA JUST RESTORE THE OLD PLAN?</h2><p>Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to challenge that, they would have to sue in Texas, where the company reincorporated this year, rather than the Court of Chancery in Delaware.</p><p>But the company cannot escape accounting and tax implications.</p><p>Tesla said putting the old plan back in place would require the company to take a $25 billion charge, according to securities filings.</p><p>In addition, because the stock options would be incredibly valuable from the moment they are issued, they would be treated unfavorably for tax purposes as income. Musk could be taxed at the highest rate and pay a 20% penalty, meaning authorities could tax his new plan at 57%, according to an analysis by Schuyler Moore of Greenberg Glusker Fields Claman &amp; Machtinger.</p><h2 id=\"id_1057819079\" style=\"text-align: start;\">MUSK COULD TRY TO SETTLE THE LAWSUIT</h2><p>Musk could try to settle the lawsuit, which was brought by a Tesla shareholder, and accept a smaller portion of his pay package. However, that would contradict his track record of taking cases to trial rather than striking deals, even in the face of huge potential liability. It is unclear how McCormick would view a settlement at this stage in the litigation.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-03 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WILMINGTON, Delaware, Dec 2 (Reuters) - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO&#39;s pay deal by the company&#39;s shareholders, a Delaware judge ruled on Monday.</p><p>Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:</p><h2 id=\"id_4015928809\" style=\"text-align: start;\">WHAT DOES MUSK WANT?</h2><p>Musk told a special committee of the Tesla board soon after a judge voided his compensation in January that he wanted a similar-sized replacement package, according to a securities filing.</p><p>In addition, earlier this year he said on his social media platform X that he wanted a larger stake in Tesla or he might develop some products outside the company. Musk&#39;s other companies include rocket venture SpaceX and Neuralink, which develops brain implants.</p><h2 id=\"id_2065050315\" style=\"text-align: start;\">TESLA COULD APPEAL THE RULING</h2><p>Musk and Tesla&#39;s board could appeal and try to reverse the ruling at the Delaware Supreme Court, a process that typically takes around a year.</p><p>The case, which involved the largest-ever pay deal at a U.S. public company, raises issues that have rarely been addressed by Delaware judges, adding uncertainty to an appeal.</p><p>For example, the trial court judge, Chancellor Kathaleen McCormick, found that Musk controlled the compensation negotiations, even though he owned only about 22% of Tesla&#39;s stock.</p><p>In addition, Tesla has acknowledged that the June vote by shareholders to ratify Musk&#39;s pay was a &#34;novel&#34; legal tactic and has said it was unclear how it would be treated under Delaware law.</p><h2 id=\"id_741800313\" style=\"text-align: start;\">TESLA COULD DEVISE A NEW PLAN</h2><p>Tesla&#39;s board could craft a new pay package, although that could be very expensive.</p><p>The original plan, agreed to by Musk and the company in 2018, awarded him stock options if the company hit very aggressive performance and financial targets. The stock options allowed Musk to buy Tesla stock priced at the 2018 level. The company exceeded the targets, and Tesla&#39;s stock has risen 10-fold since then, making the options incredibly valuable.</p><p>Tesla booked a cost of $2.6 billion when the 2018 plan went into effect. The company has said that a replacement plan for the same cost today would likely have to be less than 10% of the size of the 2018 plan.</p><h2 id=\"id_3385019166\" style=\"text-align: start;\">COULD TESLA JUST RESTORE THE OLD PLAN?</h2><p>Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to challenge that, they would have to sue in Texas, where the company reincorporated this year, rather than the Court of Chancery in Delaware.</p><p>But the company cannot escape accounting and tax implications.</p><p>Tesla said putting the old plan back in place would require the company to take a $25 billion charge, according to securities filings.</p><p>In addition, because the stock options would be incredibly valuable from the moment they are issued, they would be treated unfavorably for tax purposes as income. Musk could be taxed at the highest rate and pay a 20% penalty, meaning authorities could tax his new plan at 57%, according to an analysis by Schuyler Moore of Greenberg Glusker Fields Claman &amp; Machtinger.</p><h2 id=\"id_1057819079\" style=\"text-align: start;\">MUSK COULD TRY TO SETTLE THE LAWSUIT</h2><p>Musk could try to settle the lawsuit, which was brought by a Tesla shareholder, and accept a smaller portion of his pay package. However, that would contradict his track record of taking cases to trial rather than striking deals, even in the face of huge potential liability. It is unclear how McCormick would view a settlement at this stage in the litigation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4511":"特斯拉概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4598":"佩洛西持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241203:nL1N3KL0VL:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488693392","content_text":"WILMINGTON, Delaware, Dec 2 (Reuters) - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO's pay deal by the company's shareholders, a Delaware judge ruled on Monday.Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:WHAT DOES MUSK WANT?Musk told a special committee of the Tesla board soon after a judge voided his compensation in January that he wanted a similar-sized replacement package, according to a securities filing.In addition, earlier this year he said on his social media platform X that he wanted a larger stake in Tesla or he might develop some products outside the company. Musk's other companies include rocket venture SpaceX and Neuralink, which develops brain implants.TESLA COULD APPEAL THE RULINGMusk and Tesla's board could appeal and try to reverse the ruling at the Delaware Supreme Court, a process that typically takes around a year.The case, which involved the largest-ever pay deal at a U.S. public company, raises issues that have rarely been addressed by Delaware judges, adding uncertainty to an appeal.For example, the trial court judge, Chancellor Kathaleen McCormick, found that Musk controlled the compensation negotiations, even though he owned only about 22% of Tesla's stock.In addition, Tesla has acknowledged that the June vote by shareholders to ratify Musk's pay was a \"novel\" legal tactic and has said it was unclear how it would be treated under Delaware law.TESLA COULD DEVISE A NEW PLANTesla's board could craft a new pay package, although that could be very expensive.The original plan, agreed to by Musk and the company in 2018, awarded him stock options if the company hit very aggressive performance and financial targets. The stock options allowed Musk to buy Tesla stock priced at the 2018 level. The company exceeded the targets, and Tesla's stock has risen 10-fold since then, making the options incredibly valuable.Tesla booked a cost of $2.6 billion when the 2018 plan went into effect. The company has said that a replacement plan for the same cost today would likely have to be less than 10% of the size of the 2018 plan.COULD TESLA JUST RESTORE THE OLD PLAN?Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to challenge that, they would have to sue in Texas, where the company reincorporated this year, rather than the Court of Chancery in Delaware.But the company cannot escape accounting and tax implications.Tesla said putting the old plan back in place would require the company to take a $25 billion charge, according to securities filings.In addition, because the stock options would be incredibly valuable from the moment they are issued, they would be treated unfavorably for tax purposes as income. Musk could be taxed at the highest rate and pay a 20% penalty, meaning authorities could tax his new plan at 57%, according to an analysis by Schuyler Moore of Greenberg Glusker Fields Claman & Machtinger.MUSK COULD TRY TO SETTLE THE LAWSUITMusk could try to settle the lawsuit, which was brought by a Tesla shareholder, and accept a smaller portion of his pay package. However, that would contradict his track record of taking cases to trial rather than striking deals, even in the face of huge potential liability. It is unclear how McCormick would view a settlement at this stage in the litigation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554184728100240","authorId":"3554184728100240","name":"T90","avatar":"https://static.tigerbbs.com/64a844af127318de6f06837e04004a86","crmLevel":7,"crmLevelSwitch":0,"idStr":"3554184728100240","authorIdStr":"3554184728100240"},"content":"Tesla will appeal further... and will succeed in the end...","text":"Tesla will appeal further... and will succeed in the end...","html":"Tesla will appeal further... and will succeed in the end..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377330251894912,"gmtCreate":1733150068739,"gmtModify":1733150072982,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Time to fly again....","listText":"Time to fly again....","text":"Time to fly again....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377330251894912","repostId":"2488748126","repostType":2,"repost":{"id":"2488748126","kind":"live","pubTimestamp":1733148669,"share":"https://ttm.financial/m/news/2488748126?lang=&edition=fundamental","pubTime":"2024-12-02 22:11","market":"us","language":"en","title":"Super Micro to Name New CFO, Says No Evidence of Misconduct","url":"https://stock-news.laohu8.com/highlight/detail?id=2488748126","media":"Bloomberg","summary":"Super Micro Computer Inc. said an external review of its business by a special committee of its boar","content":"<html><head></head><body><p>Super Micro Computer Inc. said an external review of its business by a special committee of its board and external counsel found no evidence of wrongdoing and that the company will appoint new top financial leadership.</p><p>Super Micro shares surges 16% Premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4529c3ac787a5cd0f639ac27ac3fe60f\" title=\"\" tg-width=\"792\" tg-height=\"831\"/></p><p>The company is looking for a new chief financial officer, chief compliance officer, and general counsel, it said in a statement Monday. Kenneth Cheung, formerly vice president of finance, will be the company’s new chief accounting officer.</p><p style=\"text-align: start;\">Its been a tumultuous year for Super Micro. The maker of high-powered servers missed an August deadline to file its annual financial report and its auditor, Ernst &amp; Young LLP, resigned in October, citing concerns about the company’s governance and transparency. Super Micro is also facing a US Department of Justice probe following a damaging report from short seller Hindenburg Research.</p><p style=\"text-align: start;\">The review was completed by a special committee of its board alongside more than 50 attorneys from law firm Cooley LLP and a team from forensic accounting firm Secretariat Advisors, Super Micro said in the statement.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro to Name New CFO, Says No Evidence of Misconduct</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\">\nSuper Micro to Name New CFO, Says No Evidence of Misconduct\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-02 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-02/super-micro-special-committee-finds-no-evidence-of-misconduct><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer Inc. said an external review of its business by a special committee of its board and external counsel found no evidence of wrongdoing and that the company will appoint new top ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-02/super-micro-special-committee-finds-no-evidence-of-misconduct\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4588":"碎股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCI":"超微电脑","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-02/super-micro-special-committee-finds-no-evidence-of-misconduct","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488748126","content_text":"Super Micro Computer Inc. said an external review of its business by a special committee of its board and external counsel found no evidence of wrongdoing and that the company will appoint new top financial leadership.Super Micro shares surges 16% Premarket.The company is looking for a new chief financial officer, chief compliance officer, and general counsel, it said in a statement Monday. Kenneth Cheung, formerly vice president of finance, will be the company’s new chief accounting officer.Its been a tumultuous year for Super Micro. The maker of high-powered servers missed an August deadline to file its annual financial report and its auditor, Ernst & Young LLP, resigned in October, citing concerns about the company’s governance and transparency. Super Micro is also facing a US Department of Justice probe following a damaging report from short seller Hindenburg Research.The review was completed by a special committee of its board alongside more than 50 attorneys from law firm Cooley LLP and a team from forensic accounting firm Secretariat Advisors, Super Micro said in the statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376496861188152,"gmtCreate":1732960931788,"gmtModify":1732960935866,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"You double , I triple&nbsp;","listText":"You double , I triple&nbsp;","text":"You double , I triple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376496861188152","repostId":"1154285819","repostType":2,"repost":{"id":"1154285819","kind":"news","pubTimestamp":1732935600,"share":"https://ttm.financial/m/news/1154285819?lang=&edition=fundamental","pubTime":"2024-11-30 11:00","market":"us","language":"en","title":"Nvidia: Why I Am Doubling Down On The Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1154285819","media":"Seeking Alpha","summary":"SummaryNvidia's 1Q25 earnings beat expectations, but investor fatigue led to a muted stock response, creating a buying opportunity for long-term investors.NVDA's sales nearly doubled YoY, driven by st","content":"<html><head></head><body><h2 id=\"id_1979329205\">Summary</h2><ul style=\"\"><li><p>Nvidia&#39;s 1Q25 earnings beat expectations, but investor fatigue led to a muted stock response, creating a buying opportunity for long-term investors.</p></li><li><p>NVDA&#39;s sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing even faster than sales.</p></li><li><p>The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia&#39;s sales and profit growth in 2025.</p></li><li><p>Despite a slight deceleration in sales growth, the Company&#39;s long-term prospects remain strong, supported by robust demand for AI-capable GPUs and high gross margins.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/966eb37394e6456ae039ecc808cbe3c0\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>Earnings for <strong>Nvidia Corp. (NASDAQ:NVDA)</strong> beat investor&#39;s expectations with respect to sales and profits, yet the market didn&#39;t really respond as favorably to the company&#39;s earnings as it used to in the past. This, in my view, could indicate some short-term fatigue with regard to Nvidia&#39;s performance, which I think sets investors up for a doubling-down opportunity.</p><p>Nvidia&#39;s sales almost doubled YoY in the last quarter, and the GPU pioneer is still seeing a substantial scaling up of profits.</p><p>Nvidia&#39;s Blackwell-themed data center GPU is poised for release in the fourth quarter, which should boost the company&#39;s sales moving forward and which could provide a much-needed catalyst for Nvidia&#39;s stock.</p><p>In my view, the recent dip is a buying opportunity for long-term investors and I think that with Blackwell sales data soon going to be available, investors will rekindle their love affair with Nvidia.</p><h2 id=\"id_2547530644\">My Rating History</h2><p>My bullish view on Nvidia was underscored by a slew of factors including strong sales growth, high gross margins as well as the potential for GPU upscaling, which is the idea that the data center of the future will include substantially more GPUs within each cluster (possibly millions). This presents the GPU pioneer with a catalyst for sales and profit growth at the GPU pioneer.</p><p>Even though Nvidia&#39;s business is slowing down a bit, the potential to add substantial sales with regard to Blackwell makes the stock a &#39;Buy&#39;.</p><h2 id=\"id_1619913988\">Nvidia&#39;s 1Q25: Strong Profit Growth, Upcoming Blackwell Launch Is A Catalyst</h2><p>The primary driver of Nvidia&#39;s outperformance once again was the data center industry, which is ripping GPUs out of Nvidia&#39;s hands as soon as they become available.</p><p>The unfolding revolution in AI, sustained by billions of dollars in investments in large-language models for which Nvidia&#39;s GPUs are needed, is turning out to be sustained growth catalyst for the GPU company: In 1Q25, Nvidia&#39;s sales skyrocketed 94% YoY to $35.1 billion, a quarterly record that has never been achieved before in the company&#39;s history.</p><p>The surge in sales is related primarily to Nvidia&#39;s GPUs that are delivered to data centers. This segment produced a whopping $30.8 billion in sales in 1Q25, 88% of the total, and up 112% YoY, reflecting the fastest growth in any of Nvidia&#39;s segments. Sales in the prior quarter were up 122% whereas data center sales climbed 154% YoY in 2Q25.</p><p>Unfortunately, Nvidia&#39;s sales have thus decelerated a bit, which may be one explanatory reason why investors have not reacted as positively as they used to in prior quarters.</p><p>With that said, it is noteworthy that Nvidia&#39;s profits are growing faster than its sales: Its total sales rose 94% in 1Q25 while its profits, on a per share basis, went up 111% YoY.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2699a13e4d5c670c2564ab022359ddcb\" alt=\"Q3 Fiscal 2025 Summary (Nvidia Corp.)\" title=\"Q3 Fiscal 2025 Summary (Nvidia Corp.)\" tg-width=\"640\" tg-height=\"240\"/><span>Q3 Fiscal 2025 Summary (Nvidia Corp.)</span></p><p>Nvidia&#39;s gross margins, on a GAAP level, presently amount to 75% and edged lower only slightly QoQ, by 0.5 percentage points. Margins are a key indicator of pricing strength for Nvidia, and I anticipate that the shipment ramp of Blackwell GB200 AI servers will have a positive impact on Nvidia&#39;s margins in 2025.</p><p>GPU-accelerated computing is obviously providing a big revenue upscaling opportunity for Nvidia and though the GPU company suffered a bit of a deceleration in terms of its sales growth, I am generally bullish on Nvidia&#39;s potential for Blackwell chip sales.</p><p>The U.S. data center GPU market is expanding, and this growth is both persistent and accelerating, which is where Nvidia&#39;s Blackwell chip comes in: Blackwell is set to ship in the fourth calendar quarter with sales and shipments anticipated to scale up quickly in the first calendar quarter of 2025.</p><p>I anticipate that Nvidia could distribute 2 million Blackwell chips in 2025 (about 500K per quarter) which is poised to yield billions of dollars in incremental sales.</p><p>The company&#39;s CEO said earlier this year that he expects to sell the chip to data centers for $30-40K a piece, which would equate to $60-80 billion in incremental sales that Blackwell alone could contribute to Nvidia&#39;s bank accounts next year. Some of these sales, however, replace existing H100 sales, which are Nvidia&#39;s main GPU product so far.</p><p>With that said, Nvidia is poised to see a considerable boost in its sales and profits in 2025 and though investors have been well aware of this, the company&#39;s stock price has shown a lackluster response to Nvidia&#39;s earnings. This, on the flip side, creates a buying opportunity.</p><h2 id=\"id_2176249581\">Technical Chart Situation</h2><p>Nvidia&#39;s stock hardly reacted to the company&#39;s 1Q25 earnings a week ago, which could possibly indicate higher levels of investor fatigue when it comes to semiconductor companies. Nvidia&#39;s stock, technically speaking, is in fairly neutral territory, with the Relative Strength Index showcasing a value of 43.5 which makes NVDA neither overbought nor oversold.</p><p>NVDA, most recently, fell through both the 20-day and 50-day moving average trend lines, which creates a bit of bearish pressure for the stock in the short term, and I would not be surprised to see Nvidia fall towards 111.73 which is where the 200-day moving average line presently sits. This level should provide considerable support, however, and I would consider doubling down at this price level.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f3c6929b7c518d320952fbd996a7bce6\" alt=\"Moving Averages (Stockcharts.com)\" title=\"Moving Averages (Stockcharts.com)\" tg-width=\"640\" tg-height=\"429\"/><span>Moving Averages (Stockcharts.com)</span></p><h2 id=\"id_1673770245\">How Cheap Is Nvidia?</h2><p>The market models $2.95 per share in profits for Nvidia in 2024, which reflects 127% profit growth YoY. In terms of sales, the market anticipates $129.1B which reflects sales growth YoY of 112%, so Nvidia is projected to continue to grow its profits at a quicker pace than its sales.</p><p>Since Nvidia&#39;s stock is presently changing hands for $136, the valuation implies a 2024 profit multiple of 46x. With profits again anticipated to grow 50% next year, the leading 2025 profit multiple decreases to 31x.</p><p><strong>Advanced Micro Devices, Inc. (AMD)</strong> is selling for profit multiples of 41x (2024) and 27x (2025) and I just explained why AMD is a gift at its present price. I think that Nvidia is not necessarily cheap here with a leading profit multiple of 31x, but the semiconductor company has rarely been a real bargain.</p><p>Nvidia&#39;s stock is also considerable more expensive than Advanced Micro Devices, but AMD does not have a Blackwell chip, which, according to Nvidia, is already sold out.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/130621f85f0ca690125b7eb233fa73af\" alt=\"Earnings Estimate (Yahoo Finance)\" title=\"Earnings Estimate (Yahoo Finance)\" tg-width=\"640\" tg-height=\"195\"/><span>Earnings Estimate (Yahoo Finance)</span></p><h2 id=\"id_1380281184\">Why The Investment Thesis Might Be Wrong</h2><p>The investment thesis hinges primarily on the assumption that demand for GPUs will remain sky-high, and that companies will continue to allocate large chunks of their capital budgets to the purchase of AI-capable GPUs.</p><p>If those companies, which are mostly the biggest tech companies in the world, like Microsoft and Google, fail to achieve an adequate ROI on their investments, we could possibly see a retracement in spending on GPUs. Such a retracement could do considerable damage to Nvidia&#39;s margins and valuation.</p><h2 id=\"id_1872216251\">My Conclusion</h2><p>Nvidia&#39;s 1Q25 earnings were great on a variety of fronts, but investors seem to display some kind of fatigue, which translates into lackluster interest in the semiconductor company despite robust results.</p><p>Nvidia did well in terms of sales, gross margins and profits, and the earnings presentation painted the picture of a company that is moving forward on all fronts, particularly in data centers. Nvidia&#39;s profit growth is something that I was particularly impressed by, as its profits grew even quicker than its sales. Nvidia is seeing a deceleration of its sales growth right now, which might explain why Nvidia&#39;s stock dipped after earnings.</p><p>With that said, the long-term trajectory of Nvidia favors the company greatly and with the Blackwell GB200 AI servers shipping in the fourth quarter, I think Nvidia has a catalyst for sales and profit growth in 2025 that the market ultimately will want to reward.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Why I Am Doubling Down On The Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Why I Am Doubling Down On The Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-30 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741066-nvidia-stock-why-doubling-down-on-drop><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's 1Q25 earnings beat expectations, but investor fatigue led to a muted stock response, creating a buying opportunity for long-term investors.NVDA's sales nearly doubled YoY, driven by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4741066-nvidia-stock-why-doubling-down-on-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4741066-nvidia-stock-why-doubling-down-on-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154285819","content_text":"SummaryNvidia's 1Q25 earnings beat expectations, but investor fatigue led to a muted stock response, creating a buying opportunity for long-term investors.NVDA's sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing even faster than sales.The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia's sales and profit growth in 2025.Despite a slight deceleration in sales growth, the Company's long-term prospects remain strong, supported by robust demand for AI-capable GPUs and high gross margins.BING-JHEN HONGEarnings for Nvidia Corp. (NASDAQ:NVDA) beat investor's expectations with respect to sales and profits, yet the market didn't really respond as favorably to the company's earnings as it used to in the past. This, in my view, could indicate some short-term fatigue with regard to Nvidia's performance, which I think sets investors up for a doubling-down opportunity.Nvidia's sales almost doubled YoY in the last quarter, and the GPU pioneer is still seeing a substantial scaling up of profits.Nvidia's Blackwell-themed data center GPU is poised for release in the fourth quarter, which should boost the company's sales moving forward and which could provide a much-needed catalyst for Nvidia's stock.In my view, the recent dip is a buying opportunity for long-term investors and I think that with Blackwell sales data soon going to be available, investors will rekindle their love affair with Nvidia.My Rating HistoryMy bullish view on Nvidia was underscored by a slew of factors including strong sales growth, high gross margins as well as the potential for GPU upscaling, which is the idea that the data center of the future will include substantially more GPUs within each cluster (possibly millions). This presents the GPU pioneer with a catalyst for sales and profit growth at the GPU pioneer.Even though Nvidia's business is slowing down a bit, the potential to add substantial sales with regard to Blackwell makes the stock a 'Buy'.Nvidia's 1Q25: Strong Profit Growth, Upcoming Blackwell Launch Is A CatalystThe primary driver of Nvidia's outperformance once again was the data center industry, which is ripping GPUs out of Nvidia's hands as soon as they become available.The unfolding revolution in AI, sustained by billions of dollars in investments in large-language models for which Nvidia's GPUs are needed, is turning out to be sustained growth catalyst for the GPU company: In 1Q25, Nvidia's sales skyrocketed 94% YoY to $35.1 billion, a quarterly record that has never been achieved before in the company's history.The surge in sales is related primarily to Nvidia's GPUs that are delivered to data centers. This segment produced a whopping $30.8 billion in sales in 1Q25, 88% of the total, and up 112% YoY, reflecting the fastest growth in any of Nvidia's segments. Sales in the prior quarter were up 122% whereas data center sales climbed 154% YoY in 2Q25.Unfortunately, Nvidia's sales have thus decelerated a bit, which may be one explanatory reason why investors have not reacted as positively as they used to in prior quarters.With that said, it is noteworthy that Nvidia's profits are growing faster than its sales: Its total sales rose 94% in 1Q25 while its profits, on a per share basis, went up 111% YoY.Q3 Fiscal 2025 Summary (Nvidia Corp.)Nvidia's gross margins, on a GAAP level, presently amount to 75% and edged lower only slightly QoQ, by 0.5 percentage points. Margins are a key indicator of pricing strength for Nvidia, and I anticipate that the shipment ramp of Blackwell GB200 AI servers will have a positive impact on Nvidia's margins in 2025.GPU-accelerated computing is obviously providing a big revenue upscaling opportunity for Nvidia and though the GPU company suffered a bit of a deceleration in terms of its sales growth, I am generally bullish on Nvidia's potential for Blackwell chip sales.The U.S. data center GPU market is expanding, and this growth is both persistent and accelerating, which is where Nvidia's Blackwell chip comes in: Blackwell is set to ship in the fourth calendar quarter with sales and shipments anticipated to scale up quickly in the first calendar quarter of 2025.I anticipate that Nvidia could distribute 2 million Blackwell chips in 2025 (about 500K per quarter) which is poised to yield billions of dollars in incremental sales.The company's CEO said earlier this year that he expects to sell the chip to data centers for $30-40K a piece, which would equate to $60-80 billion in incremental sales that Blackwell alone could contribute to Nvidia's bank accounts next year. Some of these sales, however, replace existing H100 sales, which are Nvidia's main GPU product so far.With that said, Nvidia is poised to see a considerable boost in its sales and profits in 2025 and though investors have been well aware of this, the company's stock price has shown a lackluster response to Nvidia's earnings. This, on the flip side, creates a buying opportunity.Technical Chart SituationNvidia's stock hardly reacted to the company's 1Q25 earnings a week ago, which could possibly indicate higher levels of investor fatigue when it comes to semiconductor companies. Nvidia's stock, technically speaking, is in fairly neutral territory, with the Relative Strength Index showcasing a value of 43.5 which makes NVDA neither overbought nor oversold.NVDA, most recently, fell through both the 20-day and 50-day moving average trend lines, which creates a bit of bearish pressure for the stock in the short term, and I would not be surprised to see Nvidia fall towards 111.73 which is where the 200-day moving average line presently sits. This level should provide considerable support, however, and I would consider doubling down at this price level.Moving Averages (Stockcharts.com)How Cheap Is Nvidia?The market models $2.95 per share in profits for Nvidia in 2024, which reflects 127% profit growth YoY. In terms of sales, the market anticipates $129.1B which reflects sales growth YoY of 112%, so Nvidia is projected to continue to grow its profits at a quicker pace than its sales.Since Nvidia's stock is presently changing hands for $136, the valuation implies a 2024 profit multiple of 46x. With profits again anticipated to grow 50% next year, the leading 2025 profit multiple decreases to 31x.Advanced Micro Devices, Inc. (AMD) is selling for profit multiples of 41x (2024) and 27x (2025) and I just explained why AMD is a gift at its present price. I think that Nvidia is not necessarily cheap here with a leading profit multiple of 31x, but the semiconductor company has rarely been a real bargain.Nvidia's stock is also considerable more expensive than Advanced Micro Devices, but AMD does not have a Blackwell chip, which, according to Nvidia, is already sold out.Earnings Estimate (Yahoo Finance)Why The Investment Thesis Might Be WrongThe investment thesis hinges primarily on the assumption that demand for GPUs will remain sky-high, and that companies will continue to allocate large chunks of their capital budgets to the purchase of AI-capable GPUs.If those companies, which are mostly the biggest tech companies in the world, like Microsoft and Google, fail to achieve an adequate ROI on their investments, we could possibly see a retracement in spending on GPUs. Such a retracement could do considerable damage to Nvidia's margins and valuation.My ConclusionNvidia's 1Q25 earnings were great on a variety of fronts, but investors seem to display some kind of fatigue, which translates into lackluster interest in the semiconductor company despite robust results.Nvidia did well in terms of sales, gross margins and profits, and the earnings presentation painted the picture of a company that is moving forward on all fronts, particularly in data centers. Nvidia's profit growth is something that I was particularly impressed by, as its profits grew even quicker than its sales. Nvidia is seeing a deceleration of its sales growth right now, which might explain why Nvidia's stock dipped after earnings.With that said, the long-term trajectory of Nvidia favors the company greatly and with the Blackwell GB200 AI servers shipping in the fourth quarter, I think Nvidia has a catalyst for sales and profit growth in 2025 that the market ultimately will want to reward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370950969823600,"gmtCreate":1731603359102,"gmtModify":1731603364373,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"That's the spirit [Strong]&nbsp; Fa Da&nbsp;Cai [Eye]&nbsp;&nbsp;","listText":"That's the spirit [Strong]&nbsp; Fa Da&nbsp;Cai [Eye]&nbsp;&nbsp;","text":"That's the spirit [Strong] Fa Da Cai [Eye]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370950969823600","repostId":"1165124291","repostType":2,"repost":{"id":"1165124291","kind":"news","pubTimestamp":1731599503,"share":"https://ttm.financial/m/news/1165124291?lang=&edition=fundamental","pubTime":"2024-11-14 23:51","market":"us","language":"en","title":"Super Micro Computer: I Am Greedy While Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1165124291","media":"Seeking Alpha","summary":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.D","content":"<html><head></head><body><h2 id=\"id_1975904538\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.</p></li><li><p>Despite reputational challenges, SMCI&#39;s partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.</p></li><li><p>Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.</p></li><li><p>Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"Supermicro headquarters in San Jose, California, USA\" title=\"Supermicro headquarters in San Jose, California, USA\" tg-width=\"750\" tg-height=\"500\"/><span>Supermicro headquarters in San Jose, California, USA</span></p><h2 id=\"id_392237773\">Introduction</h2><p>Super Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI&#39;s accounting inaccuracy overshadow robust business expansion.</p><p>I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI&#39;s financial performance, given the panic around the stock and the reported DOJ investigation.</p><p>The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a &#39;Strong Buy&#39;.</p><h2 id=\"id_3077953962\">Fundamental analysis</h2><p>SMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI&#39;s financial statements and the management&#39;s integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.</p><p>The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.</p><p>The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.</p><p>On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia&#39;s BlueField data processing unit (&#39;DPU&#39;) into SMCI&#39;s storage solutions. This factor highlights Nvidia&#39;s confidence in SMCI&#39;s trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD&#39;s official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel&#39;s website dedicated to endorse SMCI&#39;s offerings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e915ca85bac0b07cb94d9f717e09bebb\" alt=\"SA\" title=\"SA\" tg-width=\"617\" tg-height=\"311\"/><span>SA</span></p><p></p><p>Therefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI&#39;s non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.</p><p>The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.</p><p>Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google&#39;s plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88485771692e0f540617907c77cd416\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><p></p><p>The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world&#39;s largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.</p><h2 id=\"id_1000083254\">Valuation analysis</h2><p>As I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company&#39;s aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value (&#39;TV&#39;). I use an 8% WACC to discount future cash flows.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad7a5df190b39226ec84be40cfeb92e3\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"296\"/><span>Calculated by the author</span></p><p></p><p>The first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.</p><p>The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eac69b7345c3cdf59226b894d21ac6c7\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"640\" tg-height=\"294\"/><span>Calculated by the author</span></p><p></p><p>With that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.</p><h2 id=\"id_1906077690\">Mitigating factors</h2><p>Official communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.</p><p>Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company&#39;s efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee&#39;s investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.</p><h2 id=\"id_3728447271\">Conclusion</h2><p>As an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.</p></body></html>","source":"seekingalpha_fund","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>Super Micro Computer: I Am Greedy While Others Are Fearful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: I Am Greedy While Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 23:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity....</p>\n\n<a href=\"https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4736805-super-micro-computer-stock-substantial-upside-potential-compelling-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165124291","content_text":"SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.Despite reputational challenges, SMCI's partnerships with NVIDIA and AMD affirm its credibility and operational integrity, bolstering confidence in its financial reports.Preliminary FQ1 2025 results show robust revenue growth and improved margins, driven by strong AI GPU platform demand, indicating solid business fundamentals.Valuation analysis suggests a fair share price of $90, highlighting substantial upside potential from current levels, making SMCI a compelling opportunity.Supermicro headquarters in San Jose, California, USAIntroductionSuper Micro Computer (NASDAQ:SMCI) is still dropping, and is five times cheaper than its March 2024 peak. The company is still generating exponential revenue growth and increasing EPS. However, the stock price suggests that concerns about SMCI's accounting inaccuracy overshadow robust business expansion.I am not happy that the stock plunged by 63% since my August bullish call, as I have skin in the game. I have been buying aggressively since the stock started tanking in late August, meaning that I have a substantial SMCI position. I also worry about the recent auditor resignation and there is a lot of uncertainty in the FY2024 10-K report release timing. Yet, the stock is so cheap that it provides an excellent opportunity to double down. The preliminary earnings for the latest quarter were released a week ago. It is very hard to imagine that the management would risk presenting an unfair view of SMCI's financial performance, given the panic around the stock and the reported DOJ investigation.The deeply low 14-day RSI reading shows how very spooked the market is over SMCI. This makes me greedy. I tend to believe that allegations of accounting manipulations are exaggerated. Therefore, I still consider SMCI a 'Strong Buy'.Fundamental analysisSMCI has recently encountered several significant reputational challenges. This began with a late-August opinions from some analysts that questioned the trustworthiness of SMCI's financial statements and the management's integrity. The company then failed to file its 10-K report on time, and there are reports of a DOJ investigation regarding allegations around accounting manipulations. As a result of all these adverse events, the stock price decreased by more than 60% since late August.The company has recently released its FQ1 2025 preliminary results and FQ2 2025 guidance, with robust revenue and EPS growth. I tend to trust in the accuracy of this release, despite the aforementioned allegations. There are two big reasons for such confidence.The first is that it is hard to imagine that a company under public pressure and scrutiny would manipulate its financials. Second, no major semiconductor companies have separated from SMCI and continue to call SMCI their partner. It has been rumored that Nvidia is taking orders away from SMCI, but I tend to go with what the companies say on their website.On October 15, Nvidia announced a new partnership with SMCI. The expanded collaboration highlights the integration of Nvidia's BlueField data processing unit ('DPU') into SMCI's storage solutions. This factor highlights Nvidia's confidence in SMCI's trustworthiness. Furthermore, a presentation endorsing SMCI is still available on AMD's official website. I might be missing something, but Nvidia and AMD appear to be companies with flawless reputations. Thus, it is highly unlikely that Jensen Huang or Lisa Su would risk their reputations by supporting collaboration with a company with questionable integrity or operational practices. There is also a separate page on Intel's website dedicated to endorse SMCI's offerings.SATherefore, I consider the preliminary earnings announcement as trustworthy. According to preliminary results, revenue for FQ1 ranged from $5.9 billion to $6 billion, representing an 181% year-over-year increase. The growth was primarily driven by strong demand for AI GPU platforms. SMCI's non-GAAP gross margin has improved quarter-over-quarter from 11.3% to 13.3%. The profitability expansion was powered by favorable shifts in the product and customer mix.The FQ2 guidance also looks robust, with the projected range from $5.5 billion to $6.1 billion. The $5.8 billion midpoint level is 58% higher compared to the same quarter of FY2024. The guidance fell short of Wall Street expectations, but this looks explainable, as the management cites low Blackwell GPU availability due to high demand. So, the problem looks temporary.Secular trends are still strong as cloud giants look unwilling to cool down their data center spending spree. Amazon plans to invest another billion+ in Italian data centers and has recently bought 350 acres for data center in Becker. Google's plans to invest much more in data centers over the long term are apparent after the company announced that it is buying nuclear reactors to meet the energy demand of its current and future data centers. Microsoft also recognizes the potential for data center expansion and is already incorporating sustainable solutions to minimize its environmental footprint. Thus, the industry is thriving and evolving rapidly, providing a strong tailwind for SMCI.The stock is significantly oversold, with its 14-day RSI indicator at a historically low level of 27. While the market seems extremely fearful about SMCI, I prefer to set emotions aside. The world's largest semiconductor companies, which undoubtedly value their reputations, continue to work closely with SMCI, suggesting that the allegations are likely overestimated. Furthermore, the company is already under significant public pressure and scrutiny, making accounting manipulations around the latest preliminary quarterly earnings release extremely unlikely.Valuation analysisAs I mentioned, the stock is now significantly cheaper than it was in late August, and such a plunge is explained by fears of the market regarding accounting manipulation allegations. However, since I outlined why I believe that these fears are highly likely exaggerated, I plan to rely on long-term consensus revenue projections to build my DCF model. The zero FCF margin for the base year reflects the company's aggressive CapEx spending to address soaring demand. For the years after FY2025, I reiterate the same trajectory of the metric expanding by 200 basis points yearly. To balance out an aggressive FCF margin assumption, I use a very conservative 2% constant growth rate to calculate terminal value ('TV'). I use an 8% WACC to discount future cash flows.Calculated by the authorThe first simulation indicates a fair share price of approximately $90, which is almost four times higher compared to the current share price. Thus, fears around the stock made it extremely cheap.The fair value estimation approaches the current share price only if unrealistically pessimistic assumptions are incorporated. The fair share price is around $23 when I apply a 1% constant growth rate and a very low 3% revenue CAGR for the next five years, with the FCF margin expanding by only 100 basis points annually.Calculated by the authorWith that said, I believe SMCI is very attractively valued. My target price is $90 per share, which is close to mid-summer 2024 levels, making such upside potential realistic.Mitigating factorsOfficial communication is crucial in emergency cases threatening the image of a business, such as those experienced by SMCI over the last few months. In my opinion, the management could have handled the situation in a smoother way. As a result, it seems that the stock crash would not have been as bad. There is still no indication of when the company’s FY2024 10-K report will be published, which creates room for possible new bad-looking headlines. This might just set off another bearish market wave if the communication approach between the management and investors remains the same.Additionally, the past precedent of delisting in 2019 due to accounting issues remains a concern. According to the official information from SMCI, the management is still unable to share the expected date of the 10-K filing, which increases risks of failing to comply with Nasdaq listing rules. However, I believe that the company's efforts to engage a new auditor will mitigate the risk. The completion of the Special Committee's investigation, which found no evidence of fraud or misconduct, is a positive step towards resolving this adverse situation.ConclusionAs an investor, I prefer to set emotions aside and focus on the facts. A company that has faces intense public scrutiny is almost certainly not going to play along with its accounting books. This factor makes the recent preliminary FQ1 2025 earnings release is a reliable informational tool. I am also extremely skeptical that Nvidia, AMD, or Intel would continue supporting SMCI as a crucial technological partner if there was really something wrong with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367492072869968,"gmtCreate":1730735366162,"gmtModify":1730735369739,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367492072869968","repostId":"2480586315","repostType":2,"repost":{"id":"2480586315","kind":"highlight","pubTimestamp":1730723417,"share":"https://ttm.financial/m/news/2480586315?lang=&edition=fundamental","pubTime":"2024-11-04 20:30","market":"fut","language":"en","title":"1 Monster Stock That Turned $10,000 Into Almost $5.6 Million in 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2480586315","media":"Motley Fool","summary":"It's hard to find many better-performing stocks than this one.","content":"<html><head></head><body><ul style=\"\"><li><p>This company has found huge success disrupting the traditional cable TV industry.</p></li><li><p>The business is generating billions in free cash flow each year.</p></li><li><p>Shares aren’t cheap, and investors should expect more muted gains going forward.</p></li></ul><p>In the past two decades, the <strong>S&amp;P 500</strong> has generated a total return of 661%. That annualized gain of about 10.7% means that a $10,000 cash outlay would be worth $76,110 right now. This is a result that any investor would be pleased with.</p><p>But there&#39;s one monster stock that turned a $10,000 initial investment 20 years ago into nearly $5.6 million today. Here&#39;s what investors need to know about this dominant industry-leading enterprise.</p><h2 id=\"id_400600341\">Looking at the past</h2><p>Without a doubt, <strong>Netflix</strong> (NFLX 0.01%) is one of the best-performing stocks in the past two decades. It&#39;s crazy to think that in 20 years, a single stock could turn early investors into multimillionaires. Investors would certainly struggle to find many businesses that have outperformed this one in recent memory.</p><p>The company first launched its streaming service in the U.S. in 2007. The management team was convinced that the internet was going to fundamentally change how consumers watched video entertainment. Netflix achieved huge success early on because it was cheaper and more convenient than traditional cable TV packages. Furthermore, it had very limited direct competition for many years, as it was a disruptive and innovative pioneer.</p><p>This resulted in tremendous growth. Between 2010 and 2020, revenue surged over 1,000%, and the subscriber base expanded tenfold. Netflix&#39;s notable success spurred an acceleration of the cord-cutting trend, as competing offerings from other media companies entered the market and gave consumers even greater choice.</p><p>According to eMarketer, less than 50% of households in the U.S. still have their cable subscription today. But that penetration rate continues declining with each passing year, partly to the benefit of a business like Netflix.</p><h2 id=\"id_165151068\">Current situation</h2><p>Netflix is no longer the scrappy upstart it was two decades ago. This company has now become a global media powerhouse with a presence in more than 190 countries. As of Sept. 30, it counts a whopping 283 million customers, a figure that continues increasing each quarter. And the business is now bringing in almost $40 billion in annual run-rate revenue.</p><p>One of the most obvious changes to Netflix&#39;s operations, and perhaps something the critics never thought would happen, is that the business is extremely profitable today. The leadership team expects to report a stellar 27% operating margin this year. What&#39;s more, free cash flow (FCF) is projected to total $6 billion to $6.5 billion this year.</p><p>The growth story isn&#39;t over, though. Netflix is finding new ways to attract members and grow its sales base. It has successfully cracked down on password-sharing accounts. And it even introduced a cheaper ad-based subscription tier, something management previously said they&#39;d never do. This option saw its membership base grow 35% quarter over quarter.</p><p>Netflix is also leaning into new content opportunities. It started offering video games on the platform in November 2021. And it recently signed deals to show <em>WWE Raw</em> in 2025 and Christmas Day NFL games later this year.</p><h2 id=\"id_2111668935\">Is it time to buy?</h2><p>There&#39;s not a lot to dislike when taking an objective view of Netflix&#39;s fundamentals. The company is posting healthy growth, even at its current scale. And its profitability, particularly from a FCF perspective, is impressive.</p><p>But the shares look to be richly valued. They trade at a price-to-earnings (P/E) ratio of 42.7 right now. That&#39;s much higher than what the stock sold for in the middle of 2022. And it clearly shows how much optimism the market prices in.</p><p>This has been a fantastic stock to have owned in the past 10 or 20 years. However, investors shouldn&#39;t expect those monster gains to repeat themselves going forward.</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>1 Monster Stock That Turned $10,000 Into Almost $5.6 Million in 20 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Monster Stock That Turned $10,000 Into Almost $5.6 Million in 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/03/monster-stock-turned-10000-into-56-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This company has found huge success disrupting the traditional cable TV industry.The business is generating billions in free cash flow each year.Shares aren’t cheap, and investors should expect more ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/03/monster-stock-turned-10000-into-56-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2024/11/03/monster-stock-turned-10000-into-56-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480586315","content_text":"This company has found huge success disrupting the traditional cable TV industry.The business is generating billions in free cash flow each year.Shares aren’t cheap, and investors should expect more muted gains going forward.In the past two decades, the S&P 500 has generated a total return of 661%. That annualized gain of about 10.7% means that a $10,000 cash outlay would be worth $76,110 right now. This is a result that any investor would be pleased with.But there's one monster stock that turned a $10,000 initial investment 20 years ago into nearly $5.6 million today. Here's what investors need to know about this dominant industry-leading enterprise.Looking at the pastWithout a doubt, Netflix (NFLX 0.01%) is one of the best-performing stocks in the past two decades. It's crazy to think that in 20 years, a single stock could turn early investors into multimillionaires. Investors would certainly struggle to find many businesses that have outperformed this one in recent memory.The company first launched its streaming service in the U.S. in 2007. The management team was convinced that the internet was going to fundamentally change how consumers watched video entertainment. Netflix achieved huge success early on because it was cheaper and more convenient than traditional cable TV packages. Furthermore, it had very limited direct competition for many years, as it was a disruptive and innovative pioneer.This resulted in tremendous growth. Between 2010 and 2020, revenue surged over 1,000%, and the subscriber base expanded tenfold. Netflix's notable success spurred an acceleration of the cord-cutting trend, as competing offerings from other media companies entered the market and gave consumers even greater choice.According to eMarketer, less than 50% of households in the U.S. still have their cable subscription today. But that penetration rate continues declining with each passing year, partly to the benefit of a business like Netflix.Current situationNetflix is no longer the scrappy upstart it was two decades ago. This company has now become a global media powerhouse with a presence in more than 190 countries. As of Sept. 30, it counts a whopping 283 million customers, a figure that continues increasing each quarter. And the business is now bringing in almost $40 billion in annual run-rate revenue.One of the most obvious changes to Netflix's operations, and perhaps something the critics never thought would happen, is that the business is extremely profitable today. The leadership team expects to report a stellar 27% operating margin this year. What's more, free cash flow (FCF) is projected to total $6 billion to $6.5 billion this year.The growth story isn't over, though. Netflix is finding new ways to attract members and grow its sales base. It has successfully cracked down on password-sharing accounts. And it even introduced a cheaper ad-based subscription tier, something management previously said they'd never do. This option saw its membership base grow 35% quarter over quarter.Netflix is also leaning into new content opportunities. It started offering video games on the platform in November 2021. And it recently signed deals to show WWE Raw in 2025 and Christmas Day NFL games later this year.Is it time to buy?There's not a lot to dislike when taking an objective view of Netflix's fundamentals. The company is posting healthy growth, even at its current scale. And its profitability, particularly from a FCF perspective, is impressive.But the shares look to be richly valued. They trade at a price-to-earnings (P/E) ratio of 42.7 right now. That's much higher than what the stock sold for in the middle of 2022. And it clearly shows how much optimism the market prices in.This has been a fantastic stock to have owned in the past 10 or 20 years. However, investors shouldn't expect those monster gains to repeat themselves going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367424542249264,"gmtCreate":1730718363281,"gmtModify":1730718367018,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He wants to be the President one day.","listText":"He wants to be the President one day.","text":"He wants to be the President one day.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367424542249264","repostId":"1156560859","repostType":2,"repost":{"id":"1156560859","kind":"news","pubTimestamp":1730717371,"share":"https://ttm.financial/m/news/1156560859?lang=&edition=fundamental","pubTime":"2024-11-04 18:49","market":"us","language":"en","title":"Musk’s Election Bet Is Clear. How Might It Pay Off?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156560859","media":"Bloomberg","summary":"Terraforming Mars may be a pipe dream, but Elon Musk is all in on colonizing somewhere closer to home: the White House.The world’s richest man is lavishing money and vast corporate resources on ensuri","content":"<html><head></head><body><p>Terraforming Mars may be a pipe dream, but Elon Musk is all in on colonizing somewhere closer to home: the White House.</p><p style=\"text-align: start;\">The world’s richest man is lavishing money and vast corporate resources on ensuring Donald Trump is reelected as the US president. The web of contracts and subsidies that bind his empire to government largess have not prevented him from inserting himself into America’s fraught politics — and, depending on the outcome, ever more deeply into the fabric of society and national security.</p><p style=\"text-align: start;\">Billionaires, corporate titans and anyone else with financial interests on the line rarely offer their wealth and time gratis. So what is Musk after, and what potential conflicts of interest arise when someone with such broad influence throws himself into one of the most consequential elections in US history?<br/><br/>After all, the man behind Tesla Inc., X Corp., Space Exploration Technologies Corp. and a host of other companies isn’t simply campaigning for the man who might be president again. Musk may also join a potential second Trump administration.</p><p style=\"text-align: start;\">While the boundaries between business and politics in the US have always been malleable, for better and worse, Musk’s roles and reach raise unprecedented questions about self-dealing and the evaporation of ethical, legal and financial guidelines meant to protect the public interest and good government.</p><p style=\"text-align: start;\">Consider Musk’s sway, built over an undeniably remarkable career. Tesla brought electric vehicles into the mainstream, forcing the legacy automobile industry to play catch-up. SpaceX made the US competitive again in the commercial rocket business. Starlink, a SpaceX subsidiary, offers a satellite-based communication network that spans the globe. X, the social media platform formerly known as Twitter, still shapes public opinion with a keystroke, despite its pell-mell management and transformation into a font of disinformation and muck under Musk.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/907a12919c6d10914e01479084381f09\" tg-width=\"680\" tg-height=\"383\"/></p><p>Musk’s foothold in Trump’s orbit could add direct policymaking power to his business portfolio — giving him a say on public finances and an opportunity to bring his special brand of “moving fast and breaking things” to the foundations of popular programs such as Social Security and Medicare.</p><p style=\"text-align: start;\">Musk treads a well-worn path; his mix of innovation, industrial heft, penchant for racist conspiracy theories and overt eccentricities recall the likes of Henry Ford and Howard Hughes.</p><p style=\"text-align: start;\">What distinguishes him is the sheer scale of his contribution, encompassing not just well over $100 million of donations but also free promotion on X, and much of his own time — including high-profile appearances at Trump rallies. His spending on behalf of Trump — particularly $1 million “prize” offerings — has made him a target of law enforcement. Musk is also adding a personal touch to his influence peddling. He’s marrying his control of critical technologies to his erratic, combative persona; a combustible mix that could be supercharged by formal political power should Trump reclaim the presidency after Tuesday’s election.</p><p style=\"text-align: start;\">Musk’s and Trump’s respective ascendancies could hardly be any different, with one a self-made immigrant and Silicon Valley billionaire and the other a boom-and-bust self-promoter who inherited a New York real estate fortune. There are also striking similarities that explain their bond and shared interests. Both inspire cult-like devotion that renders them seemingly immune to consequences. Each possesses colossal self-assurance and contempt for institutions and norms. They are also thoroughly transactional, not least in their willingness to set aside prior slights and seemingly irreconcilable differences that once left them at odds. Above all, they both have vested interests in the powers, protections and resources of the federal government.</p><p style=\"text-align: start;\">Musk, unfazed by his lack of experience in public office, could run a new Department of Government Efficiency that would attempt to tear out $2 trillion of a roughly $6.8 trillion federal budget. Reality might intrude, however. Congress, not the president, typically establishes new federal departments. Musk’s myriad financial and political conflicts might also make it impossible for him to secure Congress’ blessing to run any agency.</p><p style=\"text-align: start;\">But Musk doesn’t necessarily need an agency or a title to have influence in a Trump White House. He’s almost certain to remain a powerful consiglieri should Trump win, someone with easy access who can shape legislation and the Oval Office’s agenda. His major companies would obviously benefit from his proximity to Trump, as any tour of his portfolio reveals. (Musk and his companies didn’t answer requests for comment for this column.)</p><h3 id=\"id_611757874\" style=\"text-align: start;\">Tesla wants an autonomous future</h3><p style=\"text-align: start;\">Tesla is a pioneer of an energy transition that Trump decries as a scam. Musk laid out his original “master plan” for Tesla 18 years ago: To foster a move toward a solar electric economy by mainstreaming electric vehicles. The initial breakthrough came in 2012 with the launch of the Model S, a luxury electric sedan that proved EVs could be cool and compete with traditional cars. With Musk as chief executive officer, Tesla has become the most valuable auto company in the world by far, with a market value of almost $800 billion, and the biggest seller of battery EVs worldwide. In the US, its charging network has become the de facto standard for the EV industry.</p><p style=\"text-align: start;\">While Musk’s vision and knack for raising capital were critical during long years of losses, so too was government help. The Department of Energy’s Loan Programs Office lent Tesla $465 million at a critical moment in 2010, since repaid. Above all, consumer tax credits have been crucial in reducing the upfront price for EV adopters, with President Joe Biden’s Inflation Reduction Act allowing a federal $7,500 credit to be given at the point of sale. The IRA also established generous credits for batteries and other clean technology manufactured in the US.</p><p style=\"text-align: start;\">Even now, with Tesla making close to 2 million EVs annually and holding $20 billion of net cash on its balance sheet, an analysis published in March by Evercore ISI, an investment bank, implied about 40% of the company’s estimated operating profit<strong> </strong>this year would consist of credits enabled by the IRA. Bear that in mind when Musk lambastes government spending.</p><p style=\"text-align: start;\">Given all this, it might seem odd for Musk to team up with a candidate promising to undo Biden’s green subsidies. But this misses an important shift in Tesla’s investment story over the past two years. Its EV sales have stalled, with analysts expecting an outright decline this year (Tesla says otherwise.) Instead, the stock price is now held aloft by Musk’s vision of autonomous “robotaxis” and humanoid robots.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cf0fca3bbe83ca93fc9c6596d184e5\" alt=\"Robotaxi\" title=\"Robotaxi\" tg-width=\"1236\" tg-height=\"824\"/><span>Robotaxi</span></p><p style=\"text-align: start;\">Tesla has relied on the government for subsidies in its EV business. Robotaxis are a different matter. The company would prefer that the government leave that business alone.</p><p style=\"text-align: start;\">Tesla’s approach to autonomous vehicles has involved upselling advanced driver assistance features on the premise that, eventually, these will reach a level of sophistication so the vehicles can simply drive themselves. Drivers are essentially beta testing these systems on public roads, gathering millions of miles of data to train Tesla’s autonomous vehicle software — with all the risks this entails, especially given the unrealistic expectations set by product names such as Autopilot and Full Self Driving. Since Musk has set and missed repeated deadlines for the launch of autonomous Teslas, the company needs much more time. Yet a series of accidents involving vehicles using these systems, some fatal, have prompted lawsuits and a recent intensification of scrutiny by federal bodies like the National Highway Traffic Safety Administration.</p><p style=\"text-align: start;\">Musk’s mere proximity to any future Trump Oval Office could cause federal agencies to think twice about upsetting a presidential ally who has the potential to influence budgets and appointments. Musk could certainly use one specific government break: lifting the NHTSA cap on how many vehicles a company can deploy annually, with permission, that don’t have steering wheels and pedals. That cap stands at 2,500, but Musk aspires to produce millions of these so-called cybercabs. Raising the cap would require Congress to act, but Trump might help secure that from an obedient Republican majority.</p><p style=\"text-align: start;\">A formal Cabinet role for Musk requiring Senate confirmation looks unlikely, not least because he would almost certainly have to resign as Tesla’s CEO and possibly dispose of his shareholdings à la Hank Paulson, who sold his Goldman Sachs Group Inc. stock when he became Treasury secretary in 2006. Resigning as CEO might be acceptable to investors given Musk’s hold over his companies and Tesla’s historically supine board, but a forced sale of his 12.8% stake would be financially catastrophic. When he dumped part of his stake in 2022 during the Twitter acquisition, Tesla’s share price dived. (The same question would arise about his holdings in companies including SpaceX and X, too, though a more acceptable alternative could be putting them all in a blind trust, as Trump did with his corporate interests during his presidency.)</p><p style=\"text-align: start;\">On the other hand, while a part-time advisory or commission role would represent another distraction for Musk, investors in Tesla (and his other companies) might view it as an advantage given his potential ability to influence regulation and policy.</p><p style=\"text-align: start;\">He could blunt attacks on EVs, for example, which still provide the vast majority of Tesla’s cash flow. John Paulson, the hedge-fund billionaire angling to run the Treasury Department in a Trump Cabinet, envisages working with Musk to dismantle IRA subsidies. In that position, Musk could potentially steer any such cuts away from EVs and toward, say, renewable energy — or, in a grim irony, the Loan Programs Office that once helped nurture Tesla and is now squarely in the sights of Republicans for cuts.</p><p style=\"text-align: start;\">That’s easier said than done, however. There is an additional layer of protection for cleantech subsidies: The vast majority of IRA-inspired jobs and investment dollars are flowing to red districts, prompting second thoughts from GOP House members about outright repeal.</p><p style=\"text-align: start;\">EV subsidies would be safe in the event of a Trump loss, of course, but a Harris administration poses other risks. While a Democratic White House wouldn’t touch the IRA, it also wouldn’t restrain the agencies policing robotaxis. Perhaps the most significant difference would be that Harris’ team would be less likely to take Musk’s calls.</p><h3 id=\"id_815297160\" style=\"text-align: start;\">SpaceX rules — with or without Trump</h3><p style=\"text-align: start;\">SpaceX, the privately held rocket developer in which Musk is the CEO and largest shareholder, is where his empire intersects most clearly with the public interest — and national security. The company dominates space transportation, has revitalized the US aerospace industry and is indispensable to the federal government.</p><p style=\"text-align: start;\">Its pivotal innovation was developing reusable rockets to sharply cut launch costs, born of Musk’s dream of traveling to — and eventually occupying — Mars. In 2002, he bet part of his fortune from early entrepreneurial successes, including Paypal Holdings Inc., on SpaceX, weathering several failures to finally notch his first successful launch in 2008. NASA was an early and crucial partner, providing contracts, expertise and crews.</p><p style=\"text-align: start;\">The tide really turned in SpaceX’s favor in 2014 when NASA chose it and Boeing Co. to carry astronauts to the International Space Station, which would finally break the agency’s dependence on Russian rockets. The company retrieved its first rocket booster the next year and now boasts the world’s most flown rocket in the Falcon 9.</p><p style=\"text-align: start;\">Although SpaceX received a smaller initial contract than Boeing, Musk’s company has taken astronauts to the space station on several missions while Boeing has yet to fulfill its contract amid well-publicized stumbles.</p><p style=\"text-align: start;\">In 2019, SpaceX launched its first group of 60 satellites into low-Earth orbit, marking the beginning of Starlink, which now has more than 6,000 satellites that provide high-speed internet almost anywhere, including to vehicles on the move such as RVs, aircraft and ships. Designed for consumers, it has become invaluable to governments during disasters and in war zones. Musk is also launching secured satellites to create a network called Starshield that’s specifically for governments.<br/><br/>All this has made SpaceX a vital contractor to the US government, including its military and intelligence agencies, as well as to nations around the world, giving Musk unprecedented access to and leverage with officials.</p><p style=\"text-align: start;\">Starlink has provided internet services to war-torn Ukraine, but Musk has also clashed with its government after curtailing the service to prevent an attack on Russia’s Black Sea Fleet in occupied Crimea. Musk, according to a biography, was concerned that the operation would provoke a Russian nuclear strike. Meanwhile, the US Federal Emergency Management Agency has used Starlink to provide communications in areas hit by Hurricane Helene.</p><p style=\"text-align: start;\">There has been alarm over Musk’s polarizing machinations, including his zealous support for Trump and, more ominously, his “regular contact” with Russian President Vladimir Putin, as reported by the Wall Street Journal. Despite all of that, the Biden administration has had to deal with him — if not always harmoniously. Expect that to continue if Vice President Kamala Harris wins the presidency.</p><p style=\"text-align: start;\">A Trump White House, on the other hand, could help address the litany of complaints Musk has leveled against government agencies. He cried foul after Starlink didn’t qualify to provide service in the $42 billion Broadband Equity, Access, and Deployment Program to bring high-speed internet to rural areas. He has clashed with the Federal Aviation Administration over permits for rocket launches and denounced fines over license violations as “lawfare.” SpaceX blasted the FAA in September for delaying a test launch of its Starship rocket over environmental concerns — a tactic that seemed to work when permission for the launch was then granted earlier than expected. (SpaceX wowed the world by capturing the spent first-stage booster with mechanical “chopsticks” at the launch pad.)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21e1b9d1c4201a53f0b390caab51935e\" alt=\"Starship&#39;s Super Heavy rocket booster is caught mid-air during the fifth flight test in Texas\" title=\"Starship&#39;s Super Heavy rocket booster is caught mid-air during the fifth flight test in Texas\" tg-width=\"1918\" tg-height=\"1032\"/><span>Starship&#39;s Super Heavy rocket booster is caught mid-air during the fifth flight test in Texas</span></p><p style=\"text-align: start;\">With Musk ensconced within a Trump administration, federal regulators might feel even less inclined to clash with SpaceX (echoing his preferred regulatory treatment of autonomous vehicles). Musk would wield outsized influence on space policy, an area of special interest to Trump, on whose watch the US Space Force was established. A Trump administration could also be expected to relax the enforcement of regulations for SpaceX in areas such as launch safety and environmental impacts, and likely increase the government’s dependency on it, ignoring the conflicts that would entail.</p><p style=\"text-align: start;\">Beyond the domestic sphere, Trump might be tempted to use Musk and his company as a tool for foreign policy. The impact of Starlink’s technology cannot be overstated, especially outside the US. That has made some in the Biden administration nervous because of Musk’s ability to switch the service on or off at will. The Starlink kit typically costs about $600 and is easily deployable. Governments across Latin America, Africa and Asia have granted the company access. <u>Black-market sales</u> elsewhere underscore the scale of demand.</p><p style=\"text-align: start;\">No matter who wins the election, government dependency on SpaceX will only grow as the world gears up for a second space race. A Harris victory would temper that relationship with tension over regulations and a dose of mistrust. Under Trump, the SpaceX-government relationship would come with lower guardrails. That could have potentially worrying consequences for safety (if lax regulation ensues), competition and — most important — national security.</p><h3 id=\"id_631511288\" style=\"text-align: start;\">X is campaign central for Trump</h3><p style=\"text-align: start;\">If Trump wins and does indeed bring Musk inside the White House, X would essentially resemble something previously unthinkable: a US state-run social network.</p><p style=\"text-align: start;\">The site’s transformation began in 2022 when Musk, already a power user on the platform, acquired the site for $44 billion, having briefly tried to back out of the deal. Until that point, Musk had used what was then Twitter to mostly hype his businesses — a single tweet could and did send Tesla’s stock price soaring.</p><p style=\"text-align: start;\">Musk — back then, at least — was a self-proclaimed “free speech absolutist.” He had long maintained he was a neutral party who would adhere to that standard and avoid promoting any defined political agenda. He reinstated Trump’s personal account — in the interest of free speech, he said — after it had been suspended by previous Twitter leadership in the wake of the Jan. 6 riots at the Capitol.</p><p style=\"text-align: start;\">Before long, Musk’s self-described “moderate” politics began to evaporate. Soon, he was livestreaming from the US-Mexico border. He became, <u>statistically</u>, the biggest single peddler of right-wing conspiracy theories on the site. In the immediate aftermath of the assassination attempt on Trump in July, he announced he would endorse the former president — which by then surprised few.</p><p style=\"text-align: start;\">Whether this support is due to a genuine belief in Trump’s politics, or a tactic to protect his businesses, is known only to Musk himself. Either way, X has morphed into the communications wing of the Trump campaign.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40a277847bb7d75262fbd63ad5bbc6a7\" alt=\"\" title=\"\" tg-width=\"974\" tg-height=\"1192\"/></p><p style=\"text-align: start;\">Musk has used his platform to aggressively push the political spending efforts of his America PAC, including amplifying baseless allegations of voter fraud and dangerous exaggerations and falsehoods about immigration and its effects, as our colleagues in Bloomberg News have reported. He has livestreamed his own get-out-the-vote rallies on behalf of Trump. And, at a rate of usually dozens a day, Musk has personally shared numerous pro-Trump posts and conspiracy theories. The virality of Republican messaging on X has soared during the campaign, according to one analysis.</p><p style=\"text-align: start;\">This power to aggressively shape the online narrative makes Musk a crucial ally to Trump during a potential second term — and even if he loses. In the event of a Harris victory, X could become the engine room for the opposition. A dedicated X community, backed by Musk, has already been established for sharing “potential incidents” of problems at the polls, laying the groundwork for another “Stop the Steal” effort.</p><p style=\"text-align: start;\">X’s struggling business, deserted by many major advertisers, has much to gain from a second Trump term if he uses the site as he did during his presidency. Trump used Twitter as his primary medium for announcing policy when he was in the White House, firing Cabinet members, disparaging critics, claiming inflated crowd sizes and so on.</p><p style=\"text-align: start;\">Trump has been less of a voice on X, since having his account reinstated, because there’s money to be made elsewhere. He holds a 57% stake in the company that owns Truth Social, a rival “free speech” platform. Those shares are currently worth about $3.5 billion — though the value is closely tethered to Trump’s electoral prospects and has fluctuated wildly. When Trump Media &amp; Technology Group Corp. went public (ticker: DJT) investors were assured that Trump had agreed to a clause that required his posts, with some vague exceptions, be on Truth Social for six hours before appearing elsewhere. For a full year, Trump posted on X just once — his mugshot.</p><p style=\"text-align: start;\">As Election Day has neared, this stipulation has been largely overlooked, suggesting Trump still sees X as politically valuable. He started posting regularly there when Harris became the Democratic nominee. And he took part in a glitch-ridden livestream on the site with Musk during which the duo first floated the idea of Musk joining a Trump administration.</p><p style=\"text-align: start;\">Trump hasn’t said what he intends to do with his various business interests if he wins (TMTG did not respond to requests for clarification). Last time around, he placed them in a blind trust controlled by his sons and his longtime chief financial officer, leading to understandable skepticism over how “blind” the trust truly was. Any change in circumstance could pave the way for his full-throated return to X, bringing some desperately needed and bankable long-term engagement to the site.</p><p style=\"text-align: start;\">Truth Social isn’t a bona fide X competitor; its sky-high stock price, pegged to hopes of a Trump win, belies its tiny — and one-sided — user base and financial losses. X, meanwhile, would be more than happy to accommodate Trump’s worst excesses in a way that would render Truth Social’s reason for existing largely obsolete.</p><p style=\"text-align: start;\">One way or another, Musk could be expected to use his proximity to Trump to further his business goals for X, which include going after advertisers and nonprofits that have abandoned the platform. Musk, counterproductively, is suing some advertisers that avoid the site, accusing them of an “illegal boycott.”</p><p style=\"text-align: start;\">Musk’s stated goal of positioning X as an “everything” app, with a major financial services component, might also benefit from some government support. The company has disclosed it has secured money transmitter licenses in 38 US states — but not yet in the critical market of New York.</p><p style=\"text-align: start;\">Elsewhere, Musk’s artificial intelligence company, xAI, is on the cusp of a new funding round that would value it at a reported $40 billion (Musk has <u>said previously</u> that X would own 25% of xAI). The xAI startup is Musk’s bid to be part of the booming new sector, having parted ways with OpenAI — which he co-founded — over disagreements with that company’s CEO, Sam Altman.</p><p style=\"text-align: start;\">Musk’s xAI is pitched as a viable alternative to OpenAI and competing products being developed by Anthropic and Meta Platforms Inc. It is being trained (partly) on X posts, powering the site’s AI chatbot, Grok.</p><p style=\"text-align: start;\">Musk is developing an AI-training supercomputer that came online in Memphis last month. Powering these energy-hungry models is another challenge that a Trump White House could address. The administration would almost certainly loosen restrictions on emissions, making it easier for companies to use gas-fired power, and might be persuaded to pour more funding into nuclear power — all of which would be advantageous to Musk’s push.</p><p style=\"text-align: start;\">Becoming the AI model of choice for the federal government is an opportunity worth billions of dollars. Musk’s insistence that his model is an “anti woke” AI, one that contrasts with the supposedly tainted efforts of “Silicon Valley liberals,” would be of great appeal to his potential new boss.</p><p style=\"text-align: start;\">Musk’s shrewd risk-taking and market insights have seen him parlay his initial PayPal windfall into an eye-watering fortune, enabling him to reimagine entire industries and to command a level of global influence few businesspeople have ever enjoyed. Musk is both a welcome and rare catalyst for change, and a symbol of the outsized, troubling privileges and access that come with extraordinary wealth. He personifies a world in which one person, unconstrained and seemingly remorseless, can use concentrated riches and power to dominate critical sectors of society and the economy. That, in turn, allows Musk to thumb his nose at convention, civility, the truth and the rule of law. He is, in that sense, a natural partner for Trump.</p><p style=\"text-align: start;\">Should Musk enter a Trump administration, what could curb his power — or, at a minimum, ensure that it isn’t exercised merely to serve his own needs? US institutions, including Congress, regulators and courts, would have to stand tall.</p><p style=\"text-align: start;\">There’s good reason for pessimism. Trump flouted ethical norms his predecessors had observed during his presidency, reveling in financial and political conflicts of interest that have tested — and may have broken — the law. He went unchecked at crucial moments by law enforcement and Congress. His post-presidential resurgence from the Jan. 6, 2021, siege at the US Capitol made it clear that the Republican Party and tens of millions of American voters didn’t care about his myriad transgressions.</p><p style=\"text-align: start;\">Musk has watched Trump skate past many of his problems and is likely to take cues from that journey. He is already accustomed to dealing with accommodating corporate boards and loyal shareholders, so operating unchecked in a second Trump administration would come easily to him.</p><p style=\"text-align: start;\">Government bureaucracy alone may offer a check. Musk is used to firing tens of thousands of people as he wishes and pivoting an entire company with a tweet or two. That may make him ill-suited to working through the inertia, frustration and sheer boredom of public governance and consensus-building. He wouldn’t be the first wannabe swamp-drainer to get mired in the ooze instead. Rex Tillerson, another corporate titan used to directing a slick, industry-leading machine in the form of Exxon Mobil Corp., found himself ill-prepared for the workings of the State Department and the skulduggery of the Trump White House.</p><p style=\"text-align: start;\">Tillerson also happened to be the first Cabinet official ever to be fired on social media after reportedly describing his boss with a little too much of what Musk might term free speech. Therein may lie another potential check.</p><p style=\"text-align: start;\">Trump loves having rich, flashy, aggressive men at his side, and Musk fits the bill. Trump doesn’t like sharing the spotlight, however, especially if his partners have the celebrity status Musk enjoys. It’s a recipe for conflict.</p><p style=\"text-align: start;\">After all, we now have two self-interested alpha males in a marriage of convenience who share a fascination with attention, fast money and unbridled power, even at the expense of democracy and the public interest. What could possibly go wrong?</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk’s Election Bet Is Clear. How Might It Pay Off?</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\">\nMusk’s Election Bet Is Clear. How Might It Pay Off?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 18:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/features/2024-11-03/election-2024-trump-may-let-musk-colonize-the-white-house?srnd=prognosis><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Terraforming Mars may be a pipe dream, but Elon Musk is all in on colonizing somewhere closer to home: the White House.The world’s richest man is lavishing money and vast corporate resources on ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/features/2024-11-03/election-2024-trump-may-let-musk-colonize-the-white-house?srnd=prognosis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/opinion/features/2024-11-03/election-2024-trump-may-let-musk-colonize-the-white-house?srnd=prognosis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156560859","content_text":"Terraforming Mars may be a pipe dream, but Elon Musk is all in on colonizing somewhere closer to home: the White House.The world’s richest man is lavishing money and vast corporate resources on ensuring Donald Trump is reelected as the US president. The web of contracts and subsidies that bind his empire to government largess have not prevented him from inserting himself into America’s fraught politics — and, depending on the outcome, ever more deeply into the fabric of society and national security.Billionaires, corporate titans and anyone else with financial interests on the line rarely offer their wealth and time gratis. So what is Musk after, and what potential conflicts of interest arise when someone with such broad influence throws himself into one of the most consequential elections in US history?After all, the man behind Tesla Inc., X Corp., Space Exploration Technologies Corp. and a host of other companies isn’t simply campaigning for the man who might be president again. Musk may also join a potential second Trump administration.While the boundaries between business and politics in the US have always been malleable, for better and worse, Musk’s roles and reach raise unprecedented questions about self-dealing and the evaporation of ethical, legal and financial guidelines meant to protect the public interest and good government.Consider Musk’s sway, built over an undeniably remarkable career. Tesla brought electric vehicles into the mainstream, forcing the legacy automobile industry to play catch-up. SpaceX made the US competitive again in the commercial rocket business. Starlink, a SpaceX subsidiary, offers a satellite-based communication network that spans the globe. X, the social media platform formerly known as Twitter, still shapes public opinion with a keystroke, despite its pell-mell management and transformation into a font of disinformation and muck under Musk.Musk’s foothold in Trump’s orbit could add direct policymaking power to his business portfolio — giving him a say on public finances and an opportunity to bring his special brand of “moving fast and breaking things” to the foundations of popular programs such as Social Security and Medicare.Musk treads a well-worn path; his mix of innovation, industrial heft, penchant for racist conspiracy theories and overt eccentricities recall the likes of Henry Ford and Howard Hughes.What distinguishes him is the sheer scale of his contribution, encompassing not just well over $100 million of donations but also free promotion on X, and much of his own time — including high-profile appearances at Trump rallies. His spending on behalf of Trump — particularly $1 million “prize” offerings — has made him a target of law enforcement. Musk is also adding a personal touch to his influence peddling. He’s marrying his control of critical technologies to his erratic, combative persona; a combustible mix that could be supercharged by formal political power should Trump reclaim the presidency after Tuesday’s election.Musk’s and Trump’s respective ascendancies could hardly be any different, with one a self-made immigrant and Silicon Valley billionaire and the other a boom-and-bust self-promoter who inherited a New York real estate fortune. There are also striking similarities that explain their bond and shared interests. Both inspire cult-like devotion that renders them seemingly immune to consequences. Each possesses colossal self-assurance and contempt for institutions and norms. They are also thoroughly transactional, not least in their willingness to set aside prior slights and seemingly irreconcilable differences that once left them at odds. Above all, they both have vested interests in the powers, protections and resources of the federal government.Musk, unfazed by his lack of experience in public office, could run a new Department of Government Efficiency that would attempt to tear out $2 trillion of a roughly $6.8 trillion federal budget. Reality might intrude, however. Congress, not the president, typically establishes new federal departments. Musk’s myriad financial and political conflicts might also make it impossible for him to secure Congress’ blessing to run any agency.But Musk doesn’t necessarily need an agency or a title to have influence in a Trump White House. He’s almost certain to remain a powerful consiglieri should Trump win, someone with easy access who can shape legislation and the Oval Office’s agenda. His major companies would obviously benefit from his proximity to Trump, as any tour of his portfolio reveals. (Musk and his companies didn’t answer requests for comment for this column.)Tesla wants an autonomous futureTesla is a pioneer of an energy transition that Trump decries as a scam. Musk laid out his original “master plan” for Tesla 18 years ago: To foster a move toward a solar electric economy by mainstreaming electric vehicles. The initial breakthrough came in 2012 with the launch of the Model S, a luxury electric sedan that proved EVs could be cool and compete with traditional cars. With Musk as chief executive officer, Tesla has become the most valuable auto company in the world by far, with a market value of almost $800 billion, and the biggest seller of battery EVs worldwide. In the US, its charging network has become the de facto standard for the EV industry.While Musk’s vision and knack for raising capital were critical during long years of losses, so too was government help. The Department of Energy’s Loan Programs Office lent Tesla $465 million at a critical moment in 2010, since repaid. Above all, consumer tax credits have been crucial in reducing the upfront price for EV adopters, with President Joe Biden’s Inflation Reduction Act allowing a federal $7,500 credit to be given at the point of sale. The IRA also established generous credits for batteries and other clean technology manufactured in the US.Even now, with Tesla making close to 2 million EVs annually and holding $20 billion of net cash on its balance sheet, an analysis published in March by Evercore ISI, an investment bank, implied about 40% of the company’s estimated operating profit this year would consist of credits enabled by the IRA. Bear that in mind when Musk lambastes government spending.Given all this, it might seem odd for Musk to team up with a candidate promising to undo Biden’s green subsidies. But this misses an important shift in Tesla’s investment story over the past two years. Its EV sales have stalled, with analysts expecting an outright decline this year (Tesla says otherwise.) Instead, the stock price is now held aloft by Musk’s vision of autonomous “robotaxis” and humanoid robots.RobotaxiTesla has relied on the government for subsidies in its EV business. Robotaxis are a different matter. The company would prefer that the government leave that business alone.Tesla’s approach to autonomous vehicles has involved upselling advanced driver assistance features on the premise that, eventually, these will reach a level of sophistication so the vehicles can simply drive themselves. Drivers are essentially beta testing these systems on public roads, gathering millions of miles of data to train Tesla’s autonomous vehicle software — with all the risks this entails, especially given the unrealistic expectations set by product names such as Autopilot and Full Self Driving. Since Musk has set and missed repeated deadlines for the launch of autonomous Teslas, the company needs much more time. Yet a series of accidents involving vehicles using these systems, some fatal, have prompted lawsuits and a recent intensification of scrutiny by federal bodies like the National Highway Traffic Safety Administration.Musk’s mere proximity to any future Trump Oval Office could cause federal agencies to think twice about upsetting a presidential ally who has the potential to influence budgets and appointments. Musk could certainly use one specific government break: lifting the NHTSA cap on how many vehicles a company can deploy annually, with permission, that don’t have steering wheels and pedals. That cap stands at 2,500, but Musk aspires to produce millions of these so-called cybercabs. Raising the cap would require Congress to act, but Trump might help secure that from an obedient Republican majority.A formal Cabinet role for Musk requiring Senate confirmation looks unlikely, not least because he would almost certainly have to resign as Tesla’s CEO and possibly dispose of his shareholdings à la Hank Paulson, who sold his Goldman Sachs Group Inc. stock when he became Treasury secretary in 2006. Resigning as CEO might be acceptable to investors given Musk’s hold over his companies and Tesla’s historically supine board, but a forced sale of his 12.8% stake would be financially catastrophic. When he dumped part of his stake in 2022 during the Twitter acquisition, Tesla’s share price dived. (The same question would arise about his holdings in companies including SpaceX and X, too, though a more acceptable alternative could be putting them all in a blind trust, as Trump did with his corporate interests during his presidency.)On the other hand, while a part-time advisory or commission role would represent another distraction for Musk, investors in Tesla (and his other companies) might view it as an advantage given his potential ability to influence regulation and policy.He could blunt attacks on EVs, for example, which still provide the vast majority of Tesla’s cash flow. John Paulson, the hedge-fund billionaire angling to run the Treasury Department in a Trump Cabinet, envisages working with Musk to dismantle IRA subsidies. In that position, Musk could potentially steer any such cuts away from EVs and toward, say, renewable energy — or, in a grim irony, the Loan Programs Office that once helped nurture Tesla and is now squarely in the sights of Republicans for cuts.That’s easier said than done, however. There is an additional layer of protection for cleantech subsidies: The vast majority of IRA-inspired jobs and investment dollars are flowing to red districts, prompting second thoughts from GOP House members about outright repeal.EV subsidies would be safe in the event of a Trump loss, of course, but a Harris administration poses other risks. While a Democratic White House wouldn’t touch the IRA, it also wouldn’t restrain the agencies policing robotaxis. Perhaps the most significant difference would be that Harris’ team would be less likely to take Musk’s calls.SpaceX rules — with or without TrumpSpaceX, the privately held rocket developer in which Musk is the CEO and largest shareholder, is where his empire intersects most clearly with the public interest — and national security. The company dominates space transportation, has revitalized the US aerospace industry and is indispensable to the federal government.Its pivotal innovation was developing reusable rockets to sharply cut launch costs, born of Musk’s dream of traveling to — and eventually occupying — Mars. In 2002, he bet part of his fortune from early entrepreneurial successes, including Paypal Holdings Inc., on SpaceX, weathering several failures to finally notch his first successful launch in 2008. NASA was an early and crucial partner, providing contracts, expertise and crews.The tide really turned in SpaceX’s favor in 2014 when NASA chose it and Boeing Co. to carry astronauts to the International Space Station, which would finally break the agency’s dependence on Russian rockets. The company retrieved its first rocket booster the next year and now boasts the world’s most flown rocket in the Falcon 9.Although SpaceX received a smaller initial contract than Boeing, Musk’s company has taken astronauts to the space station on several missions while Boeing has yet to fulfill its contract amid well-publicized stumbles.In 2019, SpaceX launched its first group of 60 satellites into low-Earth orbit, marking the beginning of Starlink, which now has more than 6,000 satellites that provide high-speed internet almost anywhere, including to vehicles on the move such as RVs, aircraft and ships. Designed for consumers, it has become invaluable to governments during disasters and in war zones. Musk is also launching secured satellites to create a network called Starshield that’s specifically for governments.All this has made SpaceX a vital contractor to the US government, including its military and intelligence agencies, as well as to nations around the world, giving Musk unprecedented access to and leverage with officials.Starlink has provided internet services to war-torn Ukraine, but Musk has also clashed with its government after curtailing the service to prevent an attack on Russia’s Black Sea Fleet in occupied Crimea. Musk, according to a biography, was concerned that the operation would provoke a Russian nuclear strike. Meanwhile, the US Federal Emergency Management Agency has used Starlink to provide communications in areas hit by Hurricane Helene.There has been alarm over Musk’s polarizing machinations, including his zealous support for Trump and, more ominously, his “regular contact” with Russian President Vladimir Putin, as reported by the Wall Street Journal. Despite all of that, the Biden administration has had to deal with him — if not always harmoniously. Expect that to continue if Vice President Kamala Harris wins the presidency.A Trump White House, on the other hand, could help address the litany of complaints Musk has leveled against government agencies. He cried foul after Starlink didn’t qualify to provide service in the $42 billion Broadband Equity, Access, and Deployment Program to bring high-speed internet to rural areas. He has clashed with the Federal Aviation Administration over permits for rocket launches and denounced fines over license violations as “lawfare.” SpaceX blasted the FAA in September for delaying a test launch of its Starship rocket over environmental concerns — a tactic that seemed to work when permission for the launch was then granted earlier than expected. (SpaceX wowed the world by capturing the spent first-stage booster with mechanical “chopsticks” at the launch pad.)Starship's Super Heavy rocket booster is caught mid-air during the fifth flight test in TexasWith Musk ensconced within a Trump administration, federal regulators might feel even less inclined to clash with SpaceX (echoing his preferred regulatory treatment of autonomous vehicles). Musk would wield outsized influence on space policy, an area of special interest to Trump, on whose watch the US Space Force was established. A Trump administration could also be expected to relax the enforcement of regulations for SpaceX in areas such as launch safety and environmental impacts, and likely increase the government’s dependency on it, ignoring the conflicts that would entail.Beyond the domestic sphere, Trump might be tempted to use Musk and his company as a tool for foreign policy. The impact of Starlink’s technology cannot be overstated, especially outside the US. That has made some in the Biden administration nervous because of Musk’s ability to switch the service on or off at will. The Starlink kit typically costs about $600 and is easily deployable. Governments across Latin America, Africa and Asia have granted the company access. Black-market sales elsewhere underscore the scale of demand.No matter who wins the election, government dependency on SpaceX will only grow as the world gears up for a second space race. A Harris victory would temper that relationship with tension over regulations and a dose of mistrust. Under Trump, the SpaceX-government relationship would come with lower guardrails. That could have potentially worrying consequences for safety (if lax regulation ensues), competition and — most important — national security.X is campaign central for TrumpIf Trump wins and does indeed bring Musk inside the White House, X would essentially resemble something previously unthinkable: a US state-run social network.The site’s transformation began in 2022 when Musk, already a power user on the platform, acquired the site for $44 billion, having briefly tried to back out of the deal. Until that point, Musk had used what was then Twitter to mostly hype his businesses — a single tweet could and did send Tesla’s stock price soaring.Musk — back then, at least — was a self-proclaimed “free speech absolutist.” He had long maintained he was a neutral party who would adhere to that standard and avoid promoting any defined political agenda. He reinstated Trump’s personal account — in the interest of free speech, he said — after it had been suspended by previous Twitter leadership in the wake of the Jan. 6 riots at the Capitol.Before long, Musk’s self-described “moderate” politics began to evaporate. Soon, he was livestreaming from the US-Mexico border. He became, statistically, the biggest single peddler of right-wing conspiracy theories on the site. In the immediate aftermath of the assassination attempt on Trump in July, he announced he would endorse the former president — which by then surprised few.Whether this support is due to a genuine belief in Trump’s politics, or a tactic to protect his businesses, is known only to Musk himself. Either way, X has morphed into the communications wing of the Trump campaign.Musk has used his platform to aggressively push the political spending efforts of his America PAC, including amplifying baseless allegations of voter fraud and dangerous exaggerations and falsehoods about immigration and its effects, as our colleagues in Bloomberg News have reported. He has livestreamed his own get-out-the-vote rallies on behalf of Trump. And, at a rate of usually dozens a day, Musk has personally shared numerous pro-Trump posts and conspiracy theories. The virality of Republican messaging on X has soared during the campaign, according to one analysis.This power to aggressively shape the online narrative makes Musk a crucial ally to Trump during a potential second term — and even if he loses. In the event of a Harris victory, X could become the engine room for the opposition. A dedicated X community, backed by Musk, has already been established for sharing “potential incidents” of problems at the polls, laying the groundwork for another “Stop the Steal” effort.X’s struggling business, deserted by many major advertisers, has much to gain from a second Trump term if he uses the site as he did during his presidency. Trump used Twitter as his primary medium for announcing policy when he was in the White House, firing Cabinet members, disparaging critics, claiming inflated crowd sizes and so on.Trump has been less of a voice on X, since having his account reinstated, because there’s money to be made elsewhere. He holds a 57% stake in the company that owns Truth Social, a rival “free speech” platform. Those shares are currently worth about $3.5 billion — though the value is closely tethered to Trump’s electoral prospects and has fluctuated wildly. When Trump Media & Technology Group Corp. went public (ticker: DJT) investors were assured that Trump had agreed to a clause that required his posts, with some vague exceptions, be on Truth Social for six hours before appearing elsewhere. For a full year, Trump posted on X just once — his mugshot.As Election Day has neared, this stipulation has been largely overlooked, suggesting Trump still sees X as politically valuable. He started posting regularly there when Harris became the Democratic nominee. And he took part in a glitch-ridden livestream on the site with Musk during which the duo first floated the idea of Musk joining a Trump administration.Trump hasn’t said what he intends to do with his various business interests if he wins (TMTG did not respond to requests for clarification). Last time around, he placed them in a blind trust controlled by his sons and his longtime chief financial officer, leading to understandable skepticism over how “blind” the trust truly was. Any change in circumstance could pave the way for his full-throated return to X, bringing some desperately needed and bankable long-term engagement to the site.Truth Social isn’t a bona fide X competitor; its sky-high stock price, pegged to hopes of a Trump win, belies its tiny — and one-sided — user base and financial losses. X, meanwhile, would be more than happy to accommodate Trump’s worst excesses in a way that would render Truth Social’s reason for existing largely obsolete.One way or another, Musk could be expected to use his proximity to Trump to further his business goals for X, which include going after advertisers and nonprofits that have abandoned the platform. Musk, counterproductively, is suing some advertisers that avoid the site, accusing them of an “illegal boycott.”Musk’s stated goal of positioning X as an “everything” app, with a major financial services component, might also benefit from some government support. The company has disclosed it has secured money transmitter licenses in 38 US states — but not yet in the critical market of New York.Elsewhere, Musk’s artificial intelligence company, xAI, is on the cusp of a new funding round that would value it at a reported $40 billion (Musk has said previously that X would own 25% of xAI). The xAI startup is Musk’s bid to be part of the booming new sector, having parted ways with OpenAI — which he co-founded — over disagreements with that company’s CEO, Sam Altman.Musk’s xAI is pitched as a viable alternative to OpenAI and competing products being developed by Anthropic and Meta Platforms Inc. It is being trained (partly) on X posts, powering the site’s AI chatbot, Grok.Musk is developing an AI-training supercomputer that came online in Memphis last month. Powering these energy-hungry models is another challenge that a Trump White House could address. The administration would almost certainly loosen restrictions on emissions, making it easier for companies to use gas-fired power, and might be persuaded to pour more funding into nuclear power — all of which would be advantageous to Musk’s push.Becoming the AI model of choice for the federal government is an opportunity worth billions of dollars. Musk’s insistence that his model is an “anti woke” AI, one that contrasts with the supposedly tainted efforts of “Silicon Valley liberals,” would be of great appeal to his potential new boss.Musk’s shrewd risk-taking and market insights have seen him parlay his initial PayPal windfall into an eye-watering fortune, enabling him to reimagine entire industries and to command a level of global influence few businesspeople have ever enjoyed. Musk is both a welcome and rare catalyst for change, and a symbol of the outsized, troubling privileges and access that come with extraordinary wealth. He personifies a world in which one person, unconstrained and seemingly remorseless, can use concentrated riches and power to dominate critical sectors of society and the economy. That, in turn, allows Musk to thumb his nose at convention, civility, the truth and the rule of law. He is, in that sense, a natural partner for Trump.Should Musk enter a Trump administration, what could curb his power — or, at a minimum, ensure that it isn’t exercised merely to serve his own needs? US institutions, including Congress, regulators and courts, would have to stand tall.There’s good reason for pessimism. Trump flouted ethical norms his predecessors had observed during his presidency, reveling in financial and political conflicts of interest that have tested — and may have broken — the law. He went unchecked at crucial moments by law enforcement and Congress. His post-presidential resurgence from the Jan. 6, 2021, siege at the US Capitol made it clear that the Republican Party and tens of millions of American voters didn’t care about his myriad transgressions.Musk has watched Trump skate past many of his problems and is likely to take cues from that journey. He is already accustomed to dealing with accommodating corporate boards and loyal shareholders, so operating unchecked in a second Trump administration would come easily to him.Government bureaucracy alone may offer a check. Musk is used to firing tens of thousands of people as he wishes and pivoting an entire company with a tweet or two. That may make him ill-suited to working through the inertia, frustration and sheer boredom of public governance and consensus-building. He wouldn’t be the first wannabe swamp-drainer to get mired in the ooze instead. Rex Tillerson, another corporate titan used to directing a slick, industry-leading machine in the form of Exxon Mobil Corp., found himself ill-prepared for the workings of the State Department and the skulduggery of the Trump White House.Tillerson also happened to be the first Cabinet official ever to be fired on social media after reportedly describing his boss with a little too much of what Musk might term free speech. Therein may lie another potential check.Trump loves having rich, flashy, aggressive men at his side, and Musk fits the bill. Trump doesn’t like sharing the spotlight, however, especially if his partners have the celebrity status Musk enjoys. It’s a recipe for conflict.After all, we now have two self-interested alpha males in a marriage of convenience who share a fascination with attention, fast money and unbridled power, even at the expense of democracy and the public interest. What could possibly go wrong?","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365633565065384,"gmtCreate":1730266578566,"gmtModify":1730266642276,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","listText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","text":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365633565065384","repostId":"2479426721","repostType":2,"repost":{"id":"2479426721","kind":"highlight","pubTimestamp":1730261461,"share":"https://ttm.financial/m/news/2479426721?lang=&edition=fundamental","pubTime":"2024-10-30 12:11","market":"us","language":"en","title":"Taiwan Semiconductor Has Run Too Hot In The AI Euphoria","url":"https://stock-news.laohu8.com/highlight/detail?id=2479426721","media":"seekingalpha","summary":"Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I","content":"<html><head></head><body><ul style=\"\"><li><p>Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.</p></li><li><p>Even when considering a growth rate of 25% p.a. in TSM&#39;s biggest segment, the company still seems expensive.</p></li><li><p>I think that TSMC has currently run too hot due to AI &#34;euphoria&#34; and currently rate the company a Sell.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e54bd15ad4782046f85eb49f9756287f\" tg-width=\"750\" tg-height=\"501\"/></p><p>BING-JHEN HONG</p><p>Taiwan Semiconductor&#39;s (NYSE:TSM; OTC:TSMWF) stock has performed phenomenally due to the current AI hype in the market, as the company is positioned to highly benefit from the continuing adaption of AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a21da3fec0f6ae502daa168e7aa3d757\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p>In this article, we will look at the different business segments that TSM is currently supplying, to assume a suitable growth rate for each customer segment and eventually evaluate the company using a Discounted Cash Flow Analysis and the three scenarios Bear-, Base- and Bull-Case.</p><h2 id=\"id_294089955\">Growth Prospects</h2><h2 id=\"id_1613610112\"></h2><p>Every business area that TSMC serves has different semiconductor requirements:</p><ol start=\"1\" style=\"\"><li><p><strong>High-Performance Computing (HPC)</strong>: For the production of cutting-edge chips that power data centers, supercomputers, AI applications, and gaming platforms, TSMC&#39;s HPC sector is essential. High computing power, energy efficiency, and sophisticated node technologies (such as 5nm and 3nm) are necessary for these processors. Several cloud service providers, AMD (AMD), and NVIDIA (NVDA) are among the major clients. More here.</p></li><li><p><strong>Smartphone</strong>: One of TSMC&#39;s biggest markets is smartphones, where it manufactures chipsets for mobile devices made by firms like Apple and Qualcomm. Because of TSMC&#39;s experience with cutting-edge nodes like 5nm, smartphone processors can operate at fast speeds while using little power, which is essential for mobile devices.</p></li><li><p><strong>Internet of Things (IOT)</strong>: For Internet of Things applications where low-power consumption is essential, TSMC produces energy-efficient processors. This market comprises wearables, sensors, and smart home appliances that must be durable and connected. IoT chips frequently have nodes like 22nm, 28nm, and specialist processes.</p></li><li><p><strong>Automotive</strong>: The automotive division of TSMC is primarily focused on semiconductors for in-car entertainment systems, electric vehicle (EV) power management, and advanced driver-assistance systems (ADAS). Chips for automotive applications need to be strong, durable, and highly reliable. With specialized technologies like 16nm and 28nm, TSMC satisfies these expectations. It is also growing to suit the car industry&#39;s increased safety and automation needs.</p></li><li><p><strong>Digital Consumer Electronics (DCE)</strong>: For digital consumer goods where cost and performance balance are crucial, such as TVs, game consoles, and smart appliances, TSMC supplies chips. For high-volume consumer markets, this category frequently employs established technological nodes like 28nm to 65nm, striking a balance between price and capabilities.</p></li></ol><p>By focusing on these areas, TSMC can meet the various demands of the semiconductor industry while also making R&amp;D investments to expand its capabilities for high-demand applications.</p><p>Their revenue was distributed in their latest earnings like follows:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f83b80ceaa3be0cc298a03a653b8326\" tg-width=\"640\" tg-height=\"282\"/></p><p>TSMC revenue by platform (investor.tsmc.com)</p><p>We will now assume growth rates for each of the segments.</p><h3 id=\"id_3306342760\">High-Performance Computing (HPC)</h3><p>Like mentioned above, this segment supplies chips for data centers, supercomputers and AI applications. The data center is expected to growth between 9.6% and 11.4% p.a. in the next several years. The AI market, on the other hand, is expected by experts to grow at rates between 20.4% and 36% p.a., with this in mind and assuming that most of this segment will grow like the AI market, a aggressive growth rate of 25% p.a. seems reasonable to assume.</p><h3 id=\"id_3194715189\">Smartphone</h3><p>The smartphone market is expected to achieve growth rates of 3.5% to 7.3% p.a. until 2029. The average of these assumptions is a CAGR of 5.4% p.a.</p><h3 id=\"id_364476125\">Internet of Things</h3><p>For the IoT segment, experts are assuming a growth rates between 11.4% and 24.3% p.a., meaning the average of 17% p.a. seems suitable for our following analysis.</p><h3 id=\"id_404837735\">Automotive</h3><p>The automotive semiconductor market has projected growth rates between 8.1% and 11.1% p.a. With this in mind, a growth rate of 9.6% seems like a good assumption for this segment.</p><h3 id=\"id_3569149873\">Digital Consumer Electronics (DCE)</h3><p>For the DCE segment, experts assume growth rates between 2.9% and 13.2% p.a., giving us an average of 8% p.a.</p><p>With weighing the different business segments according to the revenue share of the latest quarter, we get an anticipated revenue CAGR of 16.7% p.a. for the whole business of TSMC.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8eb03fdcb7b0e2fcf5510213df6ac8a2\" tg-width=\"640\" tg-height=\"314\"/></p><p>TSMC&#39;s Growth Prospects (own assumptions)</p><p>With this we can now anticipate different growth rates for the Bear-, Base- and Bull-Case scenario.</p><p>Bear: 13.4% p.a. / -20%</p><p>Base: 16.7% p.a.</p><p>Bull: 22% p.a. / +30%</p><h2 id=\"id_2089741151\">Discounted Cash Flow Analysis</h2><ul style=\"\"><li><p><strong>EBIT Margin: </strong>Here I took the metrics of the last four years and averaged them out, to get a EBIT margin of 43.8%.</p></li><li><p><strong>Free Cash Flow: </strong>I once again took the EBIT to FCF metrics of the last few years to then average them out and use a EBIT to FCF conversion rate of 44% in the analysis.</p></li><li><p><strong>WACC: </strong>Here I used 9%, which is right around TSM&#39;s current WACC.</p></li><li><p><strong>Perpetuity Growth Rate: </strong>For the perpetuity growth rate, I used a conservative 3.5%.</p></li></ul><h3 id=\"id_2117684651\">Bear-Case</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/745c475136059bc98911b7b1359a5bb9\" tg-width=\"640\" tg-height=\"184\"/></p><p>TSM Discounted Cash Flow Analysis Bear-Case I (own assumptions)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60e5aee283a53ea2ac8e637262953124\" tg-width=\"640\" tg-height=\"558\"/></p><p>TSM Discounted Cash Flow Analysis Bear-Case II (own assumptions)</p><p>Within our Bear-Case we get a fair value share price of $122, indicating that the company might be overvalued by 40%. This however, factors in growth rates lower than the markets that are supplied by TSM.</p><h3 id=\"id_1256523408\">Base-Case</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd80c376823366880abc1ab58c71fcb6\" tg-width=\"640\" tg-height=\"184\"/></p><p>TSM Discounted Cash Flow Analysis Base-Case I (own assumptions)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d47a334b722880c1de8e5e9c6a49c566\" tg-width=\"640\" tg-height=\"558\"/></p><p>TSM Discounted Cash Flow Analysis Base-Case II (own assumptions)</p><p>For the Base-Case, we get a fair value share price estimate of $148, indicating that the company could be overvalued by 27%. For reference the 5y revenue CAGR of TSM is at 20.5% and the 10y CAGR is right around 14.5%. Meaning that our assumptions are also right in the middle of historical growth rates.</p><h3 id=\"id_3385398777\">Bull-Case</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd6db610188a041c11783746ac9b320e\" tg-width=\"640\" tg-height=\"184\"/></p><p>TSM Discounted Cash Flow Analysis Bull-Case I (own assumptions)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d27334e1f63c2c2b2097c3b4eac0e8b7\" tg-width=\"640\" tg-height=\"538\"/></p><p>TSM Discounted Cash Flow Analysis Bull-Case II (own assumptions)</p><p>For our Bull-Case, we get a fair value estimate of $201, which translates into a potential overvaluation of 1%. This is, however, calculated with growth rates 30% higher than the underlying market rates of TSM&#39;s customers.</p><h2 id=\"id_2954487397\">Conclusion</h2><p>Within our analysis, we get the following mis-valuation:</p><p>Bear: $122 / 40% overvaluation</p><p>Base: $148 / 27% overvaluation</p><p>Bull: $201 / 1% overvaluation</p><p>Despite being the industry leader, TSM&#39;s FCF conversion rate is pretty low, mostly as a result of its significant capital expenditures (CAPEX) and continuous technological advancements. In order to create the newest process nodes (such as 3nm, 2nm, and beyond), TSM must continuously invest billions on state-of-the-art manufacturing capabilities and research. Although this investment puts short-term pressure on the current free cash flow conversion, it puts TSM in a position to maintain its advantage and increase its market share as demand for cutting-edge semiconductors rises across important sectors. The current FCF conversion, however, in my opinion, currently doesn&#39;t match with the dominant market position of TSM, resulting in lower valuations in our DCF analysis.</p><p>Given that investors see TSM as a vital supplier to the data processing and artificial intelligence sectors, the market&#39;s confidence over AI-driven development has greatly increased the company&#39;s stock price. This development, paired with the CAPEX intensive research and development in the semiconductor industry, lead to an overvaluation of TSM, when looking at the generated Free Cash Flow. The valuation appears to be very concerning when considering that even anticipated growth rates 30% higher than the expected rates of TSM&#39;s target markets for the next eight years still mean no undervaluation.</p><p>As a result, even though TSM has a very bright future and ideal market position, I think that TSMC has currently run too hot due to AI &#34;euphoria&#34;, which is why I currently rate the company a <strong>Sell</strong>. I am nevertheless waiting for a better opportunity to re-enter this very high-quality stock.</p><h2 id=\"id_3204126093\">What’s Your Perspective? Let’s Discuss!</h2><p>Thank you for reading my analysis! I&#39;d love to hear your ideas and points of view - whether you agree, disagree, or have your own take on the stock. Let&#39;s start a discussion in the comments! I welcome any helpful arguments and ideas that can help us better comprehend this topic. Thanks!</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Taiwan Semiconductor Has Run Too Hot In The AI Euphoria</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\">\nTaiwan Semiconductor Has Run Too Hot In The AI Euphoria\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 12:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4730289-taiwan-semiconductor-stock-ai-euphoria-valuation-concerning-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I...</p>\n\n<a href=\"https://seekingalpha.com/article/4730289-taiwan-semiconductor-stock-ai-euphoria-valuation-concerning-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4554":"元宇宙及AR概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4503":"景林资产持仓","BK4581":"高盛持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","TSM":"台积电","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - 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High computing power, energy efficiency, and sophisticated node technologies (such as 5nm and 3nm) are necessary for these processors. Several cloud service providers, AMD (AMD), and NVIDIA (NVDA) are among the major clients. More here.Smartphone: One of TSMC's biggest markets is smartphones, where it manufactures chipsets for mobile devices made by firms like Apple and Qualcomm. Because of TSMC's experience with cutting-edge nodes like 5nm, smartphone processors can operate at fast speeds while using little power, which is essential for mobile devices.Internet of Things (IOT): For Internet of Things applications where low-power consumption is essential, TSMC produces energy-efficient processors. This market comprises wearables, sensors, and smart home appliances that must be durable and connected. IoT chips frequently have nodes like 22nm, 28nm, and specialist processes.Automotive: The automotive division of TSMC is primarily focused on semiconductors for in-car entertainment systems, electric vehicle (EV) power management, and advanced driver-assistance systems (ADAS). Chips for automotive applications need to be strong, durable, and highly reliable. With specialized technologies like 16nm and 28nm, TSMC satisfies these expectations. It is also growing to suit the car industry's increased safety and automation needs.Digital Consumer Electronics (DCE): For digital consumer goods where cost and performance balance are crucial, such as TVs, game consoles, and smart appliances, TSMC supplies chips. For high-volume consumer markets, this category frequently employs established technological nodes like 28nm to 65nm, striking a balance between price and capabilities.By focusing on these areas, TSMC can meet the various demands of the semiconductor industry while also making R&D investments to expand its capabilities for high-demand applications.Their revenue was distributed in their latest earnings like follows:TSMC revenue by platform (investor.tsmc.com)We will now assume growth rates for each of the segments.High-Performance Computing (HPC)Like mentioned above, this segment supplies chips for data centers, supercomputers and AI applications. The data center is expected to growth between 9.6% and 11.4% p.a. in the next several years. The AI market, on the other hand, is expected by experts to grow at rates between 20.4% and 36% p.a., with this in mind and assuming that most of this segment will grow like the AI market, a aggressive growth rate of 25% p.a. seems reasonable to assume.SmartphoneThe smartphone market is expected to achieve growth rates of 3.5% to 7.3% p.a. until 2029. The average of these assumptions is a CAGR of 5.4% p.a.Internet of ThingsFor the IoT segment, experts are assuming a growth rates between 11.4% and 24.3% p.a., meaning the average of 17% p.a. seems suitable for our following analysis.AutomotiveThe automotive semiconductor market has projected growth rates between 8.1% and 11.1% p.a. With this in mind, a growth rate of 9.6% seems like a good assumption for this segment.Digital Consumer Electronics (DCE)For the DCE segment, experts assume growth rates between 2.9% and 13.2% p.a., giving us an average of 8% p.a.With weighing the different business segments according to the revenue share of the latest quarter, we get an anticipated revenue CAGR of 16.7% p.a. for the whole business of TSMC.TSMC's Growth Prospects (own assumptions)With this we can now anticipate different growth rates for the Bear-, Base- and Bull-Case scenario.Bear: 13.4% p.a. / -20%Base: 16.7% p.a.Bull: 22% p.a. / +30%Discounted Cash Flow AnalysisEBIT Margin: Here I took the metrics of the last four years and averaged them out, to get a EBIT margin of 43.8%.Free Cash Flow: I once again took the EBIT to FCF metrics of the last few years to then average them out and use a EBIT to FCF conversion rate of 44% in the analysis.WACC: Here I used 9%, which is right around TSM's current WACC.Perpetuity Growth Rate: For the perpetuity growth rate, I used a conservative 3.5%.Bear-CaseTSM Discounted Cash Flow Analysis Bear-Case I (own assumptions)TSM Discounted Cash Flow Analysis Bear-Case II (own assumptions)Within our Bear-Case we get a fair value share price of $122, indicating that the company might be overvalued by 40%. This however, factors in growth rates lower than the markets that are supplied by TSM.Base-CaseTSM Discounted Cash Flow Analysis Base-Case I (own assumptions)TSM Discounted Cash Flow Analysis Base-Case II (own assumptions)For the Base-Case, we get a fair value share price estimate of $148, indicating that the company could be overvalued by 27%. For reference the 5y revenue CAGR of TSM is at 20.5% and the 10y CAGR is right around 14.5%. Meaning that our assumptions are also right in the middle of historical growth rates.Bull-CaseTSM Discounted Cash Flow Analysis Bull-Case I (own assumptions)TSM Discounted Cash Flow Analysis Bull-Case II (own assumptions)For our Bull-Case, we get a fair value estimate of $201, which translates into a potential overvaluation of 1%. This is, however, calculated with growth rates 30% higher than the underlying market rates of TSM's customers.ConclusionWithin our analysis, we get the following mis-valuation:Bear: $122 / 40% overvaluationBase: $148 / 27% overvaluationBull: $201 / 1% overvaluationDespite being the industry leader, TSM's FCF conversion rate is pretty low, mostly as a result of its significant capital expenditures (CAPEX) and continuous technological advancements. In order to create the newest process nodes (such as 3nm, 2nm, and beyond), TSM must continuously invest billions on state-of-the-art manufacturing capabilities and research. Although this investment puts short-term pressure on the current free cash flow conversion, it puts TSM in a position to maintain its advantage and increase its market share as demand for cutting-edge semiconductors rises across important sectors. The current FCF conversion, however, in my opinion, currently doesn't match with the dominant market position of TSM, resulting in lower valuations in our DCF analysis.Given that investors see TSM as a vital supplier to the data processing and artificial intelligence sectors, the market's confidence over AI-driven development has greatly increased the company's stock price. This development, paired with the CAPEX intensive research and development in the semiconductor industry, lead to an overvaluation of TSM, when looking at the generated Free Cash Flow. The valuation appears to be very concerning when considering that even anticipated growth rates 30% higher than the expected rates of TSM's target markets for the next eight years still mean no undervaluation.As a result, even though TSM has a very bright future and ideal market position, I think that TSMC has currently run too hot due to AI \"euphoria\", which is why I currently rate the company a Sell. I am nevertheless waiting for a better opportunity to re-enter this very high-quality stock.What’s Your Perspective? Let’s Discuss!Thank you for reading my analysis! I'd love to hear your ideas and points of view - whether you agree, disagree, or have your own take on the stock. Let's start a discussion in the comments! I welcome any helpful arguments and ideas that can help us better comprehend this topic. Thanks!Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362635616243864,"gmtCreate":1729575960771,"gmtModify":1729575964570,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"No such thing as forever , it will keep flying and reach a point that it will come down. Semicon is cyclical&nbsp;","listText":"No such thing as forever , it will keep flying and reach a point that it will come down. Semicon is cyclical&nbsp;","text":"No such thing as forever , it will keep flying and reach a point that it will come down. Semicon is cyclical","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362635616243864","repostId":"2477990068","repostType":2,"repost":{"id":"2477990068","kind":"highlight","pubTimestamp":1729567615,"share":"https://ttm.financial/m/news/2477990068?lang=&edition=fundamental","pubTime":"2024-10-22 11:26","market":"sh","language":"en","title":"Taiwan Semiconductor: Buy And Hold This Stock Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2477990068","media":"seekingalpha","summary":"SummaryTaiwan Semiconductor Manufacturing Company Limited's stock has risen considerably over the past 12 months.The company's strong moat, operational excellence, and robust growth have fueled invest","content":"<html><head></head><body><h2 id=\"id_2807934737\">Summary</h2><ul style=\"\"><li><p>Taiwan Semiconductor Manufacturing Company Limited&#39;s stock has risen considerably over the past 12 months.</p></li><li><p>The company&#39;s strong moat, operational excellence, and robust growth have fueled investor optimism.</p></li><li><p>TSMC is one of my stocks to own forever.</p></li></ul><p><strong>Taiwan Semiconductor Manufacturing Company Limited </strong>aka<strong> TSMC</strong> (NYSE:TSM) reported earnings last week to great fanfare, as the stock added a 5+% rally on top of a share price that has already more than doubled over the last 12 months. Even after this run-up, TSM remains one of my favorite picks for the simple reason that it has all the hallmarks of a business to own forever: it has a wide moat, is positioned in an essential and growing sector, and has demonstrated unparalleled operational excellence. Buy TSM and don&#39;t let go.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45dfa7f35f6fb5652725f3d870b86336\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>With AI demand continuing to surge and stock valuations soaring, expectations were fairly high for TSMC&#39;s Q3 results: as the world&#39;s pre-eminent chip manufacturer, servicing almost all the leading semiconductor design companies, TSMC is a bellwether for the health of the tech sector and the economy at large. Even so, the company was able to surpass those lofty expectations and further fuel investor optimism over its ability to maintain its dominant market position. Let&#39;s recap the most recent earnings results.</p><p>TSMC reported quarterly revenue of $23.5 billion, up 39% YoY and 12% QoQ, EPS of $1.94, up 54% YoY and 31% QoQ, and gross margin of 57.8%, up 350 bps YoY and 450 bps QoQ. As far as core metrics go, not many companies are achieving this level of growth on a revenue base this high with a margin this lucrative. Contract manufacturing in most industries is a low-margin race to the bottom. However, TSMC is so far ahead of the competition, which is really just Samsung Electronics Co., Ltd. (OTCPK:SSNLF) and Intel Corporation (INTC), that it has been able to consistently achieve an outsized net profit margin, including a record-high 42.8% for Q3 2024.</p><p>On the balance sheet side, the company is in great shape as cash &amp; equivalents have ballooned to nearly $60 billion, up 44% YoY, compared to just $28 billion in long-term debt, which is actually slightly down from Q3 2023. And while TSMC&#39;s business is highly capital intensive, the cash flows look pristine as well with $5.7 billion in free cash flow, adding to the stockpile and easily covering the $2.8 billion quarterly dividend payment.</p><p>Guidance was equally upbeat with revenue expected between $26.1 billion and $26.9 billion, up 35% YoY and 13% QoQ at the midpoint, and margins expected to be flat or see a slight increase.</p><p>When it comes to TSMC, you can usually get a finger on the pulse of management&#39;s expectations by following capital expenditures, which the company ramps up and down based on the demand profile for the coming quarters. In that vein, TSMC boosted CapEx guidance for FY2024 to be slightly above its original $30 billion estimate and projected, without specifying a number, that FY2025 CapEx will likely be higher still.</p><p>For those following the semiconductor space, this steady march higher in spending should perhaps come as no surprise. NVIDIA Corporation (NVDA) is in the midst of launching its next-generation Blackwell AI chips, the demand for which CEO Jensen Huang characterized as “insane.” Apple Inc. (AAPL) is placing massive orders for capacity on TSMC&#39;s most cutting-edge node (N3) for its iPhones and Mac laptops. Advanced Micro Devices, Inc. (AMD) is using TSMC for its various CPU and AI accelerator offerings. QUALCOMM Incorporated (QCOM) has booked capacity for its Snapdragon mobile chips, and even Intel contracted out its Arrow Lake processors to TSMC after ditching volume production on its 20A process node.</p><p>This who&#39;s who of semiconductor design behemoths demonstrates just how far ahead TSMC is compared to the competition: the world&#39;s largest companies fight over its capacity for their most advanced SoCs and pay top dollar for it. And while TSMC has demonstrated operational excellence, Intel and Samsung have faltered recently. After being the undisputed king of the foundry for decades, Intel flubbed its 10nm process (re-branded Intel 7), eliminating what was viewed as an insurmountable moat. For an article that chronicles this downfall contemporaneously, you can read my piece about Intel&#39;s 10nm debacle from 2019 here.</p><p>Intel has shown progress recently with a more aggressive approach to node development timelines, which, I think, has resulted in what could very well be a competitive node in 2025, dubbed 20A. However, TSMC has now established a technological lead, an operational lead, and a customer lead that won&#39;t be easily disrupted.</p><p>As for Samsung, though it remains a leader in memory chip manufacturing, logic chips have been a tougher nut to crack. After previously boasting Qualcomm as one of its major customers, Samsung was unable to sufficiently scale its 3nm process to Qualcomm&#39;s satisfaction, prompting the latter to move all major orders to TSMC. It was further reported last week that Samsung had delayed taking shipment of EUV lithography machines, which are used in the manufacturing of advanced chips, from Dutch company ASML Holding N.V. (ASML). These were originally intended for Samsung&#39;s upcoming fab in Texas, which has also seen some on-site staff from the company sent back to South Korea.</p><p>At this point, Intel and Samsung are fighting over whatever scraps are left on the table as TSMC continues to massively expand manufacturing capacity to capture as much of the market as possible. And once that market share is captured and customers are locked in, it&#39;s difficult to pry them away. Due to this significant lead, the ever-expanding demand for semiconductor manufacturing, and the operational excellence the company continues to demonstrate, I&#39;m having a hard time thinking of a company that is more set for long-term success than TSMC.</p><p>Whether it&#39;s generative AI, smartphones, servers, or whatever the next five or ten secular trends appear to entail, TSMC is positioned to profit from whatever comes down the pipe. Yes, there is the risk that competitors will catch up and margins will fall off slightly. Or, that an economic recession will cripple end-user demand and cause major capacity utilization issues. AI could end up being massively scaled back due to a lack of applications. However, there will always be someone willing to pay a hefty sum for a contract manufacturer that can deliver on the bleeding edge, on time, and within specifications.</p><p>With how much cash TSMC is pulling in, I expect to see a steady increase in the dividend over the foreseeable future:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/632e926e32146bfceded9145c1f0dab8\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"491\"/><span>Data by YCharts</span></p><p>It has already begun creeping up, but with the payout ratio falling and cash piling up on the balance sheet, I expect the company to begin returning capital to shareholders at a higher rate. In fact, one of my main criticisms would be management&#39;s current reluctance to spend cash, so I&#39;ll be keeping a watchful eye on that in the coming quarters and years.</p><p>While the valuation might be considered rich at a forward P/E of around 28, the high revenue base paired with robust growth and best-in-class margins makes the stock attractive. Beyond just next year&#39;s earnings, TSMC&#39;s market position is perhaps one of the best of any company in the market today and I intend to hold my shares for a very long time, if not forever.</p><h2 id=\"id_2443855904\">Investor Takeaway</h2><p>TSMC is the undisputed leader in a sector that will be critical for corporate and national security interests for decades to come. The company is generating record revenue, earnings, margins, and cash flow on the back of secular trends like AI and will continue to benefit whatever the next trend may be. Operational excellence and unparalleled execution have made and will continue to make TSMC the go-to foundry of choice for the world&#39;s top tech companies.</p><p>While the stock may waffle or drop in the coming years, whether due to a dip in AI demand or the specter of an economic recession or the arrival of an actual economic recession, I will use that as an opportunity to add to my position. I&#39;m rating TSM a Strong Buy, and it&#39;s a stock I intend to own forever.</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>Taiwan Semiconductor: Buy And Hold This Stock Forever</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\">\nTaiwan Semiconductor: Buy And Hold This Stock Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4728056-taiwan-semiconductor-buy-and-hold-this-stock-forever><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTaiwan Semiconductor Manufacturing Company Limited's stock has risen considerably over the past 12 months.The company's strong moat, operational excellence, and robust growth have fueled ...</p>\n\n<a href=\"https://seekingalpha.com/article/4728056-taiwan-semiconductor-buy-and-hold-this-stock-forever\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4728056-taiwan-semiconductor-buy-and-hold-this-stock-forever","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2477990068","content_text":"SummaryTaiwan Semiconductor Manufacturing Company Limited's stock has risen considerably over the past 12 months.The company's strong moat, operational excellence, and robust growth have fueled investor optimism.TSMC is one of my stocks to own forever.Taiwan Semiconductor Manufacturing Company Limited aka TSMC (NYSE:TSM) reported earnings last week to great fanfare, as the stock added a 5+% rally on top of a share price that has already more than doubled over the last 12 months. Even after this run-up, TSM remains one of my favorite picks for the simple reason that it has all the hallmarks of a business to own forever: it has a wide moat, is positioned in an essential and growing sector, and has demonstrated unparalleled operational excellence. Buy TSM and don't let go.Data by YChartsWith AI demand continuing to surge and stock valuations soaring, expectations were fairly high for TSMC's Q3 results: as the world's pre-eminent chip manufacturer, servicing almost all the leading semiconductor design companies, TSMC is a bellwether for the health of the tech sector and the economy at large. Even so, the company was able to surpass those lofty expectations and further fuel investor optimism over its ability to maintain its dominant market position. Let's recap the most recent earnings results.TSMC reported quarterly revenue of $23.5 billion, up 39% YoY and 12% QoQ, EPS of $1.94, up 54% YoY and 31% QoQ, and gross margin of 57.8%, up 350 bps YoY and 450 bps QoQ. As far as core metrics go, not many companies are achieving this level of growth on a revenue base this high with a margin this lucrative. Contract manufacturing in most industries is a low-margin race to the bottom. However, TSMC is so far ahead of the competition, which is really just Samsung Electronics Co., Ltd. (OTCPK:SSNLF) and Intel Corporation (INTC), that it has been able to consistently achieve an outsized net profit margin, including a record-high 42.8% for Q3 2024.On the balance sheet side, the company is in great shape as cash & equivalents have ballooned to nearly $60 billion, up 44% YoY, compared to just $28 billion in long-term debt, which is actually slightly down from Q3 2023. And while TSMC's business is highly capital intensive, the cash flows look pristine as well with $5.7 billion in free cash flow, adding to the stockpile and easily covering the $2.8 billion quarterly dividend payment.Guidance was equally upbeat with revenue expected between $26.1 billion and $26.9 billion, up 35% YoY and 13% QoQ at the midpoint, and margins expected to be flat or see a slight increase.When it comes to TSMC, you can usually get a finger on the pulse of management's expectations by following capital expenditures, which the company ramps up and down based on the demand profile for the coming quarters. In that vein, TSMC boosted CapEx guidance for FY2024 to be slightly above its original $30 billion estimate and projected, without specifying a number, that FY2025 CapEx will likely be higher still.For those following the semiconductor space, this steady march higher in spending should perhaps come as no surprise. NVIDIA Corporation (NVDA) is in the midst of launching its next-generation Blackwell AI chips, the demand for which CEO Jensen Huang characterized as “insane.” Apple Inc. (AAPL) is placing massive orders for capacity on TSMC's most cutting-edge node (N3) for its iPhones and Mac laptops. Advanced Micro Devices, Inc. (AMD) is using TSMC for its various CPU and AI accelerator offerings. QUALCOMM Incorporated (QCOM) has booked capacity for its Snapdragon mobile chips, and even Intel contracted out its Arrow Lake processors to TSMC after ditching volume production on its 20A process node.This who's who of semiconductor design behemoths demonstrates just how far ahead TSMC is compared to the competition: the world's largest companies fight over its capacity for their most advanced SoCs and pay top dollar for it. And while TSMC has demonstrated operational excellence, Intel and Samsung have faltered recently. After being the undisputed king of the foundry for decades, Intel flubbed its 10nm process (re-branded Intel 7), eliminating what was viewed as an insurmountable moat. For an article that chronicles this downfall contemporaneously, you can read my piece about Intel's 10nm debacle from 2019 here.Intel has shown progress recently with a more aggressive approach to node development timelines, which, I think, has resulted in what could very well be a competitive node in 2025, dubbed 20A. However, TSMC has now established a technological lead, an operational lead, and a customer lead that won't be easily disrupted.As for Samsung, though it remains a leader in memory chip manufacturing, logic chips have been a tougher nut to crack. After previously boasting Qualcomm as one of its major customers, Samsung was unable to sufficiently scale its 3nm process to Qualcomm's satisfaction, prompting the latter to move all major orders to TSMC. It was further reported last week that Samsung had delayed taking shipment of EUV lithography machines, which are used in the manufacturing of advanced chips, from Dutch company ASML Holding N.V. (ASML). These were originally intended for Samsung's upcoming fab in Texas, which has also seen some on-site staff from the company sent back to South Korea.At this point, Intel and Samsung are fighting over whatever scraps are left on the table as TSMC continues to massively expand manufacturing capacity to capture as much of the market as possible. And once that market share is captured and customers are locked in, it's difficult to pry them away. Due to this significant lead, the ever-expanding demand for semiconductor manufacturing, and the operational excellence the company continues to demonstrate, I'm having a hard time thinking of a company that is more set for long-term success than TSMC.Whether it's generative AI, smartphones, servers, or whatever the next five or ten secular trends appear to entail, TSMC is positioned to profit from whatever comes down the pipe. Yes, there is the risk that competitors will catch up and margins will fall off slightly. Or, that an economic recession will cripple end-user demand and cause major capacity utilization issues. AI could end up being massively scaled back due to a lack of applications. However, there will always be someone willing to pay a hefty sum for a contract manufacturer that can deliver on the bleeding edge, on time, and within specifications.With how much cash TSMC is pulling in, I expect to see a steady increase in the dividend over the foreseeable future:Data by YChartsIt has already begun creeping up, but with the payout ratio falling and cash piling up on the balance sheet, I expect the company to begin returning capital to shareholders at a higher rate. In fact, one of my main criticisms would be management's current reluctance to spend cash, so I'll be keeping a watchful eye on that in the coming quarters and years.While the valuation might be considered rich at a forward P/E of around 28, the high revenue base paired with robust growth and best-in-class margins makes the stock attractive. Beyond just next year's earnings, TSMC's market position is perhaps one of the best of any company in the market today and I intend to hold my shares for a very long time, if not forever.Investor TakeawayTSMC is the undisputed leader in a sector that will be critical for corporate and national security interests for decades to come. The company is generating record revenue, earnings, margins, and cash flow on the back of secular trends like AI and will continue to benefit whatever the next trend may be. Operational excellence and unparalleled execution have made and will continue to make TSMC the go-to foundry of choice for the world's top tech companies.While the stock may waffle or drop in the coming years, whether due to a dip in AI demand or the specter of an economic recession or the arrival of an actual economic recession, I will use that as an opportunity to add to my position. I'm rating TSM a Strong Buy, and it's a stock I intend to own forever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360875790336304,"gmtCreate":1729145875843,"gmtModify":1729145879854,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He can buy again today to undo past mistake [Happy]&nbsp;&nbsp;","listText":"He can buy again today to undo past mistake [Happy]&nbsp;&nbsp;","text":"He can buy again today to undo past mistake [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360875790336304","repostId":"2476944895","repostType":2,"repost":{"id":"2476944895","kind":"highlight","pubTimestamp":1729136921,"share":"https://ttm.financial/m/news/2476944895?lang=&edition=fundamental","pubTime":"2024-10-17 11:48","market":"hk","language":"en","title":"Druckenmiller: \"Selling All My Nvidia Was a Big Mistake\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2476944895","media":"Seekingalpha","summary":"Billionaire investor Stanley Druckenmiller said that selling his $Nvidia$ position was a big mistake.In a Bloomberg interview, the head of Duquesne Family Office said he now owns no Nvidia shares.He explained that he thought Nvidia’s valuation was rich.“We are long-term believers in AI,” he said. “And there are still many ways we're playing [the AI theme], particularly in the infrastructure that's being built out to support the power needed.”Druckenmiller said he thinks Nvidia “is a wonderful co","content":"<html><head></head><body><p>Billionaire investor Stanley Druckenmiller said that selling his <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> position was a big mistake.</p><p style=\"text-align: left;\">In a Bloomberg interview, the head of Duquesne Family Office said he now owns no Nvidia shares.</p><p style=\"text-align: left;\">He explained that he thought Nvidia’s valuation was rich.</p><p style=\"text-align: left;\">“We are long-term believers in AI,” he said. “And there are still many ways we&#39;re playing [the AI theme], particularly in the infrastructure that&#39;s being built out to support the power needed.”</p><p style=\"text-align: left;\">Druckenmiller said he thinks Nvidia “is a wonderful company,” and that “when the pressure comes down, we [will] get involved again.”</p><p style=\"text-align: left;\">“But right now, I&#39;m licking my wounds from a bad sell there.”</p></body></html>","source":"seekingalpha_trending_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Druckenmiller: \"Selling All My Nvidia Was a Big Mistake\"</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{ 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class=\"title\">\nDruckenmiller: \"Selling All My Nvidia Was a Big Mistake\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4166264-druckenmiller-selling-all-my-nvidia-was-a-big-mistake><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire investor Stanley Druckenmiller said that selling his Nvidia position was a big mistake.In a Bloomberg interview, the head of Duquesne Family Office said he now owns no Nvidia shares.He ...</p>\n\n<a href=\"https://seekingalpha.com/news/4166264-druckenmiller-selling-all-my-nvidia-was-a-big-mistake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","NVDA":"英伟达","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4543":"AI","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4567":"ESG概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4549":"软银资本持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4548":"巴美列捷福持仓","LU0971096721.USD":"富达环球金融服务 A","BK4127":"投资银行业与经纪业","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H"},"source_url":"https://seekingalpha.com/news/4166264-druckenmiller-selling-all-my-nvidia-was-a-big-mistake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476944895","content_text":"Billionaire investor Stanley Druckenmiller said that selling his Nvidia position was a big mistake.In a Bloomberg interview, the head of Duquesne Family Office said he now owns no Nvidia shares.He explained that he thought Nvidia’s valuation was rich.“We are long-term believers in AI,” he said. “And there are still many ways we're playing [the AI theme], particularly in the infrastructure that's being built out to support the power needed.”Druckenmiller said he thinks Nvidia “is a wonderful company,” and that “when the pressure comes down, we [will] get involved again.”“But right now, I'm licking my wounds from a bad sell there.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":365633565065384,"gmtCreate":1730266578566,"gmtModify":1730266642276,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","listText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","text":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365633565065384","repostId":"2479426721","repostType":2,"repost":{"id":"2479426721","kind":"highlight","pubTimestamp":1730261461,"share":"https://ttm.financial/m/news/2479426721?lang=&edition=fundamental","pubTime":"2024-10-30 12:11","market":"us","language":"en","title":"Taiwan Semiconductor Has Run Too Hot In The AI Euphoria","url":"https://stock-news.laohu8.com/highlight/detail?id=2479426721","media":"seekingalpha","summary":"Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I","content":"<html><head></head><body><ul style=\"\"><li><p>Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.</p></li><li><p>Even when considering a growth rate of 25% p.a. in TSM&#39;s biggest segment, the company still seems expensive.</p></li><li><p>I think that TSMC has currently run too hot due to AI &#34;euphoria&#34; and currently rate the company a Sell.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e54bd15ad4782046f85eb49f9756287f\" tg-width=\"750\" tg-height=\"501\"/></p><p>BING-JHEN HONG</p><p>Taiwan Semiconductor&#39;s (NYSE:TSM; OTC:TSMWF) stock has performed phenomenally due to the current AI hype in the market, as the company is positioned to highly benefit from the continuing adaption of AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a21da3fec0f6ae502daa168e7aa3d757\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p>In this article, we will look at the different business segments that TSM is currently supplying, to assume a suitable growth rate for each customer segment and eventually evaluate the company using a Discounted Cash Flow Analysis and the three scenarios Bear-, Base- and Bull-Case.</p><h2 id=\"id_294089955\">Growth Prospects</h2><h2 id=\"id_1613610112\"></h2><p>Every business area that TSMC serves has different semiconductor requirements:</p><ol start=\"1\" style=\"\"><li><p><strong>High-Performance Computing (HPC)</strong>: For the production of cutting-edge chips that power data centers, supercomputers, AI applications, and gaming platforms, TSMC&#39;s HPC sector is essential. High computing power, energy efficiency, and sophisticated node technologies (such as 5nm and 3nm) are necessary for these processors. Several cloud service providers, AMD (AMD), and NVIDIA (NVDA) are among the major clients. More here.</p></li><li><p><strong>Smartphone</strong>: One of TSMC&#39;s biggest markets is smartphones, where it manufactures chipsets for mobile devices made by firms like Apple and Qualcomm. Because of TSMC&#39;s experience with cutting-edge nodes like 5nm, smartphone processors can operate at fast speeds while using little power, which is essential for mobile devices.</p></li><li><p><strong>Internet of Things (IOT)</strong>: For Internet of Things applications where low-power consumption is essential, TSMC produces energy-efficient processors. This market comprises wearables, sensors, and smart home appliances that must be durable and connected. IoT chips frequently have nodes like 22nm, 28nm, and specialist processes.</p></li><li><p><strong>Automotive</strong>: The automotive division of TSMC is primarily focused on semiconductors for in-car entertainment systems, electric vehicle (EV) power management, and advanced driver-assistance systems (ADAS). Chips for automotive applications need to be strong, durable, and highly reliable. With specialized technologies like 16nm and 28nm, TSMC satisfies these expectations. It is also growing to suit the car industry&#39;s increased safety and automation needs.</p></li><li><p><strong>Digital Consumer Electronics (DCE)</strong>: For digital consumer goods where cost and performance balance are crucial, such as TVs, game consoles, and smart appliances, TSMC supplies chips. For high-volume consumer markets, this category frequently employs established technological nodes like 28nm to 65nm, striking a balance between price and capabilities.</p></li></ol><p>By focusing on these areas, TSMC can meet the various demands of the semiconductor industry while also making R&amp;D investments to expand its capabilities for high-demand applications.</p><p>Their revenue was distributed in their latest earnings like follows:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f83b80ceaa3be0cc298a03a653b8326\" tg-width=\"640\" tg-height=\"282\"/></p><p>TSMC revenue by platform (investor.tsmc.com)</p><p>We will now assume growth rates for each of the segments.</p><h3 id=\"id_3306342760\">High-Performance Computing (HPC)</h3><p>Like mentioned above, this segment supplies chips for data centers, supercomputers and AI applications. The data center is expected to growth between 9.6% and 11.4% p.a. in the next several years. The AI market, on the other hand, is expected by experts to grow at rates between 20.4% and 36% p.a., with this in mind and assuming that most of this segment will grow like the AI market, a aggressive growth rate of 25% p.a. seems reasonable to assume.</p><h3 id=\"id_3194715189\">Smartphone</h3><p>The smartphone market is expected to achieve growth rates of 3.5% to 7.3% p.a. until 2029. The average of these assumptions is a CAGR of 5.4% p.a.</p><h3 id=\"id_364476125\">Internet of Things</h3><p>For the IoT segment, experts are assuming a growth rates between 11.4% and 24.3% p.a., meaning the average of 17% p.a. seems suitable for our following analysis.</p><h3 id=\"id_404837735\">Automotive</h3><p>The automotive semiconductor market has projected growth rates between 8.1% and 11.1% p.a. With this in mind, a growth rate of 9.6% seems like a good assumption for this segment.</p><h3 id=\"id_3569149873\">Digital Consumer Electronics (DCE)</h3><p>For the DCE segment, experts assume growth rates between 2.9% and 13.2% p.a., giving us an average of 8% p.a.</p><p>With weighing the different business segments according to the revenue share of the latest quarter, we get an anticipated revenue CAGR of 16.7% p.a. for the whole business of TSMC.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8eb03fdcb7b0e2fcf5510213df6ac8a2\" tg-width=\"640\" tg-height=\"314\"/></p><p>TSMC&#39;s Growth Prospects (own assumptions)</p><p>With this we can now anticipate different growth rates for the Bear-, Base- and Bull-Case scenario.</p><p>Bear: 13.4% p.a. / -20%</p><p>Base: 16.7% p.a.</p><p>Bull: 22% p.a. / +30%</p><h2 id=\"id_2089741151\">Discounted Cash Flow Analysis</h2><ul style=\"\"><li><p><strong>EBIT Margin: </strong>Here I took the metrics of the last four years and averaged them out, to get a EBIT margin of 43.8%.</p></li><li><p><strong>Free Cash Flow: </strong>I once again took the EBIT to FCF metrics of the last few years to then average them out and use a EBIT to FCF conversion rate of 44% in the analysis.</p></li><li><p><strong>WACC: </strong>Here I used 9%, which is right around TSM&#39;s current WACC.</p></li><li><p><strong>Perpetuity Growth Rate: </strong>For the perpetuity growth rate, I used a conservative 3.5%.</p></li></ul><h3 id=\"id_2117684651\">Bear-Case</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/745c475136059bc98911b7b1359a5bb9\" tg-width=\"640\" tg-height=\"184\"/></p><p>TSM Discounted Cash Flow Analysis Bear-Case I (own assumptions)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60e5aee283a53ea2ac8e637262953124\" tg-width=\"640\" tg-height=\"558\"/></p><p>TSM Discounted Cash Flow Analysis Bear-Case II (own assumptions)</p><p>Within our Bear-Case we get a fair value share price of $122, indicating that the company might be overvalued by 40%. This however, factors in growth rates lower than the markets that are supplied by TSM.</p><h3 id=\"id_1256523408\">Base-Case</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fd80c376823366880abc1ab58c71fcb6\" tg-width=\"640\" tg-height=\"184\"/></p><p>TSM Discounted Cash Flow Analysis Base-Case I (own assumptions)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d47a334b722880c1de8e5e9c6a49c566\" tg-width=\"640\" tg-height=\"558\"/></p><p>TSM Discounted Cash Flow Analysis Base-Case II (own assumptions)</p><p>For the Base-Case, we get a fair value share price estimate of $148, indicating that the company could be overvalued by 27%. For reference the 5y revenue CAGR of TSM is at 20.5% and the 10y CAGR is right around 14.5%. Meaning that our assumptions are also right in the middle of historical growth rates.</p><h3 id=\"id_3385398777\">Bull-Case</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd6db610188a041c11783746ac9b320e\" tg-width=\"640\" tg-height=\"184\"/></p><p>TSM Discounted Cash Flow Analysis Bull-Case I (own assumptions)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d27334e1f63c2c2b2097c3b4eac0e8b7\" tg-width=\"640\" tg-height=\"538\"/></p><p>TSM Discounted Cash Flow Analysis Bull-Case II (own assumptions)</p><p>For our Bull-Case, we get a fair value estimate of $201, which translates into a potential overvaluation of 1%. This is, however, calculated with growth rates 30% higher than the underlying market rates of TSM&#39;s customers.</p><h2 id=\"id_2954487397\">Conclusion</h2><p>Within our analysis, we get the following mis-valuation:</p><p>Bear: $122 / 40% overvaluation</p><p>Base: $148 / 27% overvaluation</p><p>Bull: $201 / 1% overvaluation</p><p>Despite being the industry leader, TSM&#39;s FCF conversion rate is pretty low, mostly as a result of its significant capital expenditures (CAPEX) and continuous technological advancements. In order to create the newest process nodes (such as 3nm, 2nm, and beyond), TSM must continuously invest billions on state-of-the-art manufacturing capabilities and research. Although this investment puts short-term pressure on the current free cash flow conversion, it puts TSM in a position to maintain its advantage and increase its market share as demand for cutting-edge semiconductors rises across important sectors. The current FCF conversion, however, in my opinion, currently doesn&#39;t match with the dominant market position of TSM, resulting in lower valuations in our DCF analysis.</p><p>Given that investors see TSM as a vital supplier to the data processing and artificial intelligence sectors, the market&#39;s confidence over AI-driven development has greatly increased the company&#39;s stock price. This development, paired with the CAPEX intensive research and development in the semiconductor industry, lead to an overvaluation of TSM, when looking at the generated Free Cash Flow. The valuation appears to be very concerning when considering that even anticipated growth rates 30% higher than the expected rates of TSM&#39;s target markets for the next eight years still mean no undervaluation.</p><p>As a result, even though TSM has a very bright future and ideal market position, I think that TSMC has currently run too hot due to AI &#34;euphoria&#34;, which is why I currently rate the company a <strong>Sell</strong>. I am nevertheless waiting for a better opportunity to re-enter this very high-quality stock.</p><h2 id=\"id_3204126093\">What’s Your Perspective? Let’s Discuss!</h2><p>Thank you for reading my analysis! I&#39;d love to hear your ideas and points of view - whether you agree, disagree, or have your own take on the stock. Let&#39;s start a discussion in the comments! I welcome any helpful arguments and ideas that can help us better comprehend this topic. Thanks!</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Taiwan Semiconductor Has Run Too Hot In The AI Euphoria</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\">\nTaiwan Semiconductor Has Run Too Hot In The AI Euphoria\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 12:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4730289-taiwan-semiconductor-stock-ai-euphoria-valuation-concerning-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I...</p>\n\n<a href=\"https://seekingalpha.com/article/4730289-taiwan-semiconductor-stock-ai-euphoria-valuation-concerning-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4554":"元宇宙及AR概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4503":"景林资产持仓","BK4581":"高盛持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","TSM":"台积电","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - 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Franklin Technology A (acc) SGD-H1","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4512":"苹果概念","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4532":"文艺复兴科技持仓","BK4591":"室温超导概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H"},"source_url":"https://seekingalpha.com/article/4730289-taiwan-semiconductor-stock-ai-euphoria-valuation-concerning-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2479426721","content_text":"Taiwan Semiconductor is positioned very well to benefit from the continuing adaption of AI.Even when considering a growth rate of 25% p.a. in TSM's biggest segment, the company still seems expensive.I think that TSMC has currently run too hot due to AI \"euphoria\" and currently rate the company a Sell.BING-JHEN HONGTaiwan Semiconductor's (NYSE:TSM; OTC:TSMWF) stock has performed phenomenally due to the current AI hype in the market, as the company is positioned to highly benefit from the continuing adaption of AI.Data by YChartsIn this article, we will look at the different business segments that TSM is currently supplying, to assume a suitable growth rate for each customer segment and eventually evaluate the company using a Discounted Cash Flow Analysis and the three scenarios Bear-, Base- and Bull-Case.Growth ProspectsEvery business area that TSMC serves has different semiconductor requirements:High-Performance Computing (HPC): For the production of cutting-edge chips that power data centers, supercomputers, AI applications, and gaming platforms, TSMC's HPC sector is essential. High computing power, energy efficiency, and sophisticated node technologies (such as 5nm and 3nm) are necessary for these processors. Several cloud service providers, AMD (AMD), and NVIDIA (NVDA) are among the major clients. More here.Smartphone: One of TSMC's biggest markets is smartphones, where it manufactures chipsets for mobile devices made by firms like Apple and Qualcomm. Because of TSMC's experience with cutting-edge nodes like 5nm, smartphone processors can operate at fast speeds while using little power, which is essential for mobile devices.Internet of Things (IOT): For Internet of Things applications where low-power consumption is essential, TSMC produces energy-efficient processors. This market comprises wearables, sensors, and smart home appliances that must be durable and connected. IoT chips frequently have nodes like 22nm, 28nm, and specialist processes.Automotive: The automotive division of TSMC is primarily focused on semiconductors for in-car entertainment systems, electric vehicle (EV) power management, and advanced driver-assistance systems (ADAS). Chips for automotive applications need to be strong, durable, and highly reliable. With specialized technologies like 16nm and 28nm, TSMC satisfies these expectations. It is also growing to suit the car industry's increased safety and automation needs.Digital Consumer Electronics (DCE): For digital consumer goods where cost and performance balance are crucial, such as TVs, game consoles, and smart appliances, TSMC supplies chips. For high-volume consumer markets, this category frequently employs established technological nodes like 28nm to 65nm, striking a balance between price and capabilities.By focusing on these areas, TSMC can meet the various demands of the semiconductor industry while also making R&D investments to expand its capabilities for high-demand applications.Their revenue was distributed in their latest earnings like follows:TSMC revenue by platform (investor.tsmc.com)We will now assume growth rates for each of the segments.High-Performance Computing (HPC)Like mentioned above, this segment supplies chips for data centers, supercomputers and AI applications. The data center is expected to growth between 9.6% and 11.4% p.a. in the next several years. The AI market, on the other hand, is expected by experts to grow at rates between 20.4% and 36% p.a., with this in mind and assuming that most of this segment will grow like the AI market, a aggressive growth rate of 25% p.a. seems reasonable to assume.SmartphoneThe smartphone market is expected to achieve growth rates of 3.5% to 7.3% p.a. until 2029. The average of these assumptions is a CAGR of 5.4% p.a.Internet of ThingsFor the IoT segment, experts are assuming a growth rates between 11.4% and 24.3% p.a., meaning the average of 17% p.a. seems suitable for our following analysis.AutomotiveThe automotive semiconductor market has projected growth rates between 8.1% and 11.1% p.a. With this in mind, a growth rate of 9.6% seems like a good assumption for this segment.Digital Consumer Electronics (DCE)For the DCE segment, experts assume growth rates between 2.9% and 13.2% p.a., giving us an average of 8% p.a.With weighing the different business segments according to the revenue share of the latest quarter, we get an anticipated revenue CAGR of 16.7% p.a. for the whole business of TSMC.TSMC's Growth Prospects (own assumptions)With this we can now anticipate different growth rates for the Bear-, Base- and Bull-Case scenario.Bear: 13.4% p.a. / -20%Base: 16.7% p.a.Bull: 22% p.a. / +30%Discounted Cash Flow AnalysisEBIT Margin: Here I took the metrics of the last four years and averaged them out, to get a EBIT margin of 43.8%.Free Cash Flow: I once again took the EBIT to FCF metrics of the last few years to then average them out and use a EBIT to FCF conversion rate of 44% in the analysis.WACC: Here I used 9%, which is right around TSM's current WACC.Perpetuity Growth Rate: For the perpetuity growth rate, I used a conservative 3.5%.Bear-CaseTSM Discounted Cash Flow Analysis Bear-Case I (own assumptions)TSM Discounted Cash Flow Analysis Bear-Case II (own assumptions)Within our Bear-Case we get a fair value share price of $122, indicating that the company might be overvalued by 40%. This however, factors in growth rates lower than the markets that are supplied by TSM.Base-CaseTSM Discounted Cash Flow Analysis Base-Case I (own assumptions)TSM Discounted Cash Flow Analysis Base-Case II (own assumptions)For the Base-Case, we get a fair value share price estimate of $148, indicating that the company could be overvalued by 27%. For reference the 5y revenue CAGR of TSM is at 20.5% and the 10y CAGR is right around 14.5%. Meaning that our assumptions are also right in the middle of historical growth rates.Bull-CaseTSM Discounted Cash Flow Analysis Bull-Case I (own assumptions)TSM Discounted Cash Flow Analysis Bull-Case II (own assumptions)For our Bull-Case, we get a fair value estimate of $201, which translates into a potential overvaluation of 1%. This is, however, calculated with growth rates 30% higher than the underlying market rates of TSM's customers.ConclusionWithin our analysis, we get the following mis-valuation:Bear: $122 / 40% overvaluationBase: $148 / 27% overvaluationBull: $201 / 1% overvaluationDespite being the industry leader, TSM's FCF conversion rate is pretty low, mostly as a result of its significant capital expenditures (CAPEX) and continuous technological advancements. In order to create the newest process nodes (such as 3nm, 2nm, and beyond), TSM must continuously invest billions on state-of-the-art manufacturing capabilities and research. Although this investment puts short-term pressure on the current free cash flow conversion, it puts TSM in a position to maintain its advantage and increase its market share as demand for cutting-edge semiconductors rises across important sectors. The current FCF conversion, however, in my opinion, currently doesn't match with the dominant market position of TSM, resulting in lower valuations in our DCF analysis.Given that investors see TSM as a vital supplier to the data processing and artificial intelligence sectors, the market's confidence over AI-driven development has greatly increased the company's stock price. This development, paired with the CAPEX intensive research and development in the semiconductor industry, lead to an overvaluation of TSM, when looking at the generated Free Cash Flow. The valuation appears to be very concerning when considering that even anticipated growth rates 30% higher than the expected rates of TSM's target markets for the next eight years still mean no undervaluation.As a result, even though TSM has a very bright future and ideal market position, I think that TSMC has currently run too hot due to AI \"euphoria\", which is why I currently rate the company a Sell. I am nevertheless waiting for a better opportunity to re-enter this very high-quality stock.What’s Your Perspective? Let’s Discuss!Thank you for reading my analysis! I'd love to hear your ideas and points of view - whether you agree, disagree, or have your own take on the stock. Let's start a discussion in the comments! I welcome any helpful arguments and ideas that can help us better comprehend this topic. Thanks!Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404191813128464,"gmtCreate":1739703801315,"gmtModify":1739703806093,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He should stay as CEO, doing a GREAT job. Don't worry, he will make Tesla great again","listText":"He should stay as CEO, doing a GREAT job. Don't worry, he will make Tesla great again","text":"He should stay as CEO, doing a GREAT job. Don't worry, he will make Tesla great again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404191813128464","repostId":"2511989956","repostType":2,"repost":{"id":"2511989956","kind":"highlight","pubTimestamp":1739700000,"share":"https://ttm.financial/m/news/2511989956?lang=&edition=fundamental","pubTime":"2025-02-16 18:00","market":"us","language":"en","title":"Tesla Insiders Fear Musk’s Work with Trump Harms the Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2511989956","media":"The Washington Post","summary":"Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.Opponents of Tesla Motors CEO Elon Musk's alliance with Pr","content":"<html><head></head><body><p>Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8dd6fd63e5f40371695487f6784666d\" alt=\"Opponents of Tesla Motors CEO Elon Musk&#39;s alliance with President Donald Trump protest at the automaker&#39;s showroom in Seattle on Thursday.\" title=\"Opponents of Tesla Motors CEO Elon Musk&#39;s alliance with President Donald Trump protest at the automaker&#39;s showroom in Seattle on Thursday.\" tg-width=\"767\" tg-height=\"511\"/><span>Opponents of Tesla Motors CEO Elon Musk&#39;s alliance with President Donald Trump protest at the automaker&#39;s showroom in Seattle on Thursday.</span></p><p>SAN FRANCISCO — Some employees and investors in electric automaker Tesla Motors have begun speaking out over fears that CEO Elon Musk’s alliance with President Donald Trump is harming the company and its long-standing goal of building a more sustainable future.</p><p>Employees and senior managers at a recent staff meeting at one Tesla division openly expressed concern that Musk is damaging the company’s business and sustainability mission, according to a recording obtained by The Washington Post.</p><p>Across the company, there is growing frustration over Musk, who some employees feel has become increasingly disengaged from Tesla because of his role in the Trump administration, two Tesla employees said. Musk heads the U.S. DOGE Service, an agency with a stated aim to cut government spending.</p><p>There is also rising concern inside Tesla that Musk’s close relationship with Trump, a divisive figure, has tarnished its brand with some consumers, said the employees, who spoke on the condition of anonymity to protect their jobs.</p><p>In another portion of the recent staff meeting, senior managers indicated that the company would be better off if Musk resigned, one employee said.</p><p>Confidence in Tesla has also slipped among investors: Tesla shares are down 12 percent over the past month.</p><p>New registrations of Tesla vehicles in Germany dropped nearly 60 percent in January from the previous month, according to the country’s Federal Motor Transport Authority. Musk appeared at a rally for the far-right Alternative for Germany (AfD) party last month.</p><p>Tesla workers and investors are no strangers to Musk’s hard-charging management style and aggressive public persona. But the meeting recording and interviews<strong> </strong>with employees show that the CEO’s recent support for far-right politicians in Europe and his central role in the Trump administration have pushed some workers to question his leadership in a way they previously have not.</p><p>“He seems to have ghosted his own company,” said Nell Minow, vice chair of ValueEdge Advisors, who donated the majority of her Tesla stock to charity last year. “He has inflicted a massive amount of damage on the perception of that company.”</p><p>Minow said Musk’s attention was already spread too thinly across his six companies before he took on his role with DOGE, which stands for Department of Government Efficiency. She said she is baffled as to why Tesla’s board hasn’t intervened or sought to reassure shareholders that its CEO still has a steady grip on the company.</p><p>Spokespeople for Tesla did not respond to a request for comment. Musk did not respond to a request for comment.</p><p>Musk’s work in Washington has triggered protests in cities across the United States, with his name and face featuring prominently on placards and signs. On Thursday, climate activists in Seattle protested outside one of Tesla’s showrooms.</p><p>The goal was to draw attention to Musk’s actions as head of DOGE, which amount to a government coup, said Emily Johnston, a climate activist who helped organize the protest.</p><p>“Hurting Tesla commercially is part of it, anyone who cares about democracy should be ashamed to drive a Tesla,” Johnston said. “That is the best leverage that the general public has is to tank his reputation.”</p><p>Twenty-four protests are planned for Saturday at Tesla showrooms and offices across the country, according to a webpage set up by activist group ACRE to help coordinate the gatherings.</p><p>Musk has said DOGE is working “120 hours” a week, evoking<strong> </strong>moments when he has become hyper-focused on a problem at one of his business ventures. He has previously spoken of sleeping on Tesla factory floors when the company faced production issues, and he moved for a time into the headquarters of what was then Twitter after he bought the company in 2022 and promptly fired a majority of its staff.</p><p>The billionaire’s massive financial support for Trump’s presidential campaign and his position as head of DOGE have<strong> </strong>vaulted him into another high-pressure situation and made him one of the most powerful political figures in the United States.</p><p>On Thursday, Musk met with Indian Prime Minister Narendra Modi. On Tuesday, he held a news conference with Trump in the Oval Office.<strong> </strong>Earlier that day, Trump signed an executive order commanding government departments to run all hiring decisions through DOGE.</p><p>Musk’s agency has begun firing staff and cutting programs at agencies and departments across Washington, even as federal judges have deemed some of its actions illegal and ordered them to stop.</p><p>The rapid changes and moves by DOGE representatives to control and monitor federal IT systems have prompted many federal workers to become cautious about how they communicate with colleagues.</p><p>Inside Tesla, most discussion of discomfort with the CEO happens quietly over lunch or in private messages, one of the employees who spoke with The Post said, and workers use external communication tools, fearing the company could be monitoring staff for signs of disloyalty.</p><p>Tesla has long used the slogan “Accelerating the World’s Transition to Sustainable Energy.” Some employees now question whether Musk still supports that mission, given his close alliance with Trump, who has taken action to favor fossil fuels over renewable energy sources, according to discussions on the recording of the meeting.</p><p>As Musk grew more immersed in right-wing politics in recent years, he axed a low-cost Tesla model that could have accelerated electric vehicle adoption and became convinced that fighting climate change is less urgent than he once thought, The Post previously reported.</p><p>Kevin Smith, a longtime Tesla shareholder and owner of two of the company’s vehicles, sold all his Tesla stock, fewer than 50 shares, in November. He said Musk had become too “toxic.”</p><p>He once felt pride in supporting Tesla and its mission of building a sustainable future, Smith said. “I was part of a community that I was proud to be part of,” said Smith, a software engineer. He was able to separate Musk from the brand, even as the CEO became increasingly distracted with his other ventures and frequently espoused conspiracy theories online, Smith said.</p><p>As Musk publicly embraced Trump during the election campaign and supported his desire to eliminate federal electric vehicle tax credits — which have been hugely beneficial to Tesla — Smith started to feel Musk had “crossed a line,” he said. The billionaire’s frequent amplification of falsehoods during the campaign was the breaking point, Smith said.</p><p>“We invested into this vision of what he stood for, and the old mission was for Tesla to build the sustainable future,” he said. “I bought into the scam, and that’s on me — but now he’s doing the same thing to the country.”</p></body></html>","source":"lsy1602754136468","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Insiders Fear Musk’s Work with Trump Harms the Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Insiders Fear Musk’s Work with Trump Harms the Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-16 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.washingtonpost.com/technology/2025/02/14/telsa-employees-investors-musk-trump/><strong>The Washington Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.Opponents of Tesla Motors CEO Elon Musk's alliance with ...</p>\n\n<a href=\"https://www.washingtonpost.com/technology/2025/02/14/telsa-employees-investors-musk-trump/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.washingtonpost.com/technology/2025/02/14/telsa-employees-investors-musk-trump/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511989956","content_text":"Workers and investors in Elon Musk’s electric automaker are raising concerns his alliance with President Donald Trump undermines its business.Opponents of Tesla Motors CEO Elon Musk's alliance with President Donald Trump protest at the automaker's showroom in Seattle on Thursday.SAN FRANCISCO — Some employees and investors in electric automaker Tesla Motors have begun speaking out over fears that CEO Elon Musk’s alliance with President Donald Trump is harming the company and its long-standing goal of building a more sustainable future.Employees and senior managers at a recent staff meeting at one Tesla division openly expressed concern that Musk is damaging the company’s business and sustainability mission, according to a recording obtained by The Washington Post.Across the company, there is growing frustration over Musk, who some employees feel has become increasingly disengaged from Tesla because of his role in the Trump administration, two Tesla employees said. Musk heads the U.S. DOGE Service, an agency with a stated aim to cut government spending.There is also rising concern inside Tesla that Musk’s close relationship with Trump, a divisive figure, has tarnished its brand with some consumers, said the employees, who spoke on the condition of anonymity to protect their jobs.In another portion of the recent staff meeting, senior managers indicated that the company would be better off if Musk resigned, one employee said.Confidence in Tesla has also slipped among investors: Tesla shares are down 12 percent over the past month.New registrations of Tesla vehicles in Germany dropped nearly 60 percent in January from the previous month, according to the country’s Federal Motor Transport Authority. Musk appeared at a rally for the far-right Alternative for Germany (AfD) party last month.Tesla workers and investors are no strangers to Musk’s hard-charging management style and aggressive public persona. But the meeting recording and interviews with employees show that the CEO’s recent support for far-right politicians in Europe and his central role in the Trump administration have pushed some workers to question his leadership in a way they previously have not.“He seems to have ghosted his own company,” said Nell Minow, vice chair of ValueEdge Advisors, who donated the majority of her Tesla stock to charity last year. “He has inflicted a massive amount of damage on the perception of that company.”Minow said Musk’s attention was already spread too thinly across his six companies before he took on his role with DOGE, which stands for Department of Government Efficiency. She said she is baffled as to why Tesla’s board hasn’t intervened or sought to reassure shareholders that its CEO still has a steady grip on the company.Spokespeople for Tesla did not respond to a request for comment. Musk did not respond to a request for comment.Musk’s work in Washington has triggered protests in cities across the United States, with his name and face featuring prominently on placards and signs. On Thursday, climate activists in Seattle protested outside one of Tesla’s showrooms.The goal was to draw attention to Musk’s actions as head of DOGE, which amount to a government coup, said Emily Johnston, a climate activist who helped organize the protest.“Hurting Tesla commercially is part of it, anyone who cares about democracy should be ashamed to drive a Tesla,” Johnston said. “That is the best leverage that the general public has is to tank his reputation.”Twenty-four protests are planned for Saturday at Tesla showrooms and offices across the country, according to a webpage set up by activist group ACRE to help coordinate the gatherings.Musk has said DOGE is working “120 hours” a week, evoking moments when he has become hyper-focused on a problem at one of his business ventures. He has previously spoken of sleeping on Tesla factory floors when the company faced production issues, and he moved for a time into the headquarters of what was then Twitter after he bought the company in 2022 and promptly fired a majority of its staff.The billionaire’s massive financial support for Trump’s presidential campaign and his position as head of DOGE have vaulted him into another high-pressure situation and made him one of the most powerful political figures in the United States.On Thursday, Musk met with Indian Prime Minister Narendra Modi. On Tuesday, he held a news conference with Trump in the Oval Office. Earlier that day, Trump signed an executive order commanding government departments to run all hiring decisions through DOGE.Musk’s agency has begun firing staff and cutting programs at agencies and departments across Washington, even as federal judges have deemed some of its actions illegal and ordered them to stop.The rapid changes and moves by DOGE representatives to control and monitor federal IT systems have prompted many federal workers to become cautious about how they communicate with colleagues.Inside Tesla, most discussion of discomfort with the CEO happens quietly over lunch or in private messages, one of the employees who spoke with The Post said, and workers use external communication tools, fearing the company could be monitoring staff for signs of disloyalty.Tesla has long used the slogan “Accelerating the World’s Transition to Sustainable Energy.” Some employees now question whether Musk still supports that mission, given his close alliance with Trump, who has taken action to favor fossil fuels over renewable energy sources, according to discussions on the recording of the meeting.As Musk grew more immersed in right-wing politics in recent years, he axed a low-cost Tesla model that could have accelerated electric vehicle adoption and became convinced that fighting climate change is less urgent than he once thought, The Post previously reported.Kevin Smith, a longtime Tesla shareholder and owner of two of the company’s vehicles, sold all his Tesla stock, fewer than 50 shares, in November. He said Musk had become too “toxic.”He once felt pride in supporting Tesla and its mission of building a sustainable future, Smith said. “I was part of a community that I was proud to be part of,” said Smith, a software engineer. He was able to separate Musk from the brand, even as the CEO became increasingly distracted with his other ventures and frequently espoused conspiracy theories online, Smith said.As Musk publicly embraced Trump during the election campaign and supported his desire to eliminate federal electric vehicle tax credits — which have been hugely beneficial to Tesla — Smith started to feel Musk had “crossed a line,” he said. The billionaire’s frequent amplification of falsehoods during the campaign was the breaking point, Smith said.“We invested into this vision of what he stood for, and the old mission was for Tesla to build the sustainable future,” he said. “I bought into the scam, and that’s on me — but now he’s doing the same thing to the country.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333373247242496,"gmtCreate":1722434968731,"gmtModify":1722434973822,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","listText":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","text":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/333373247242496","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","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":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\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\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357210608128416,"gmtCreate":1728213031045,"gmtModify":1728218160717,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","listText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","text":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357210608128416","repostId":"2472939287","repostType":2,"repost":{"id":"2472939287","kind":"highlight","pubTimestamp":1728181800,"share":"https://ttm.financial/m/news/2472939287?lang=&edition=fundamental","pubTime":"2024-10-06 10:30","market":"us","language":"en","title":"Why Is Wall Street Much More Bullish About Nvidia Than Palantir?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472939287","media":"Motley Fool","summary":"Palantir's hot right now. But Wall Street thinks Nvidia is still the better pick.","content":"<html><head></head><body><ul style=\"\"><li><p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.</p></li><li><p>They seem to prefer Nvidia&#39;s growth prospects and financial strength.</p></li><li><p>Analysts likely think Nvidia&#39;s valuation is also more attractive than Palantir&#39;s.</p></li></ul><p>What a year it&#39;s been for <strong>Palantir Technologies</strong>. Shares of the data analytics software company have soared 112%. Palantir was added to the <strong>S&amp;P 500</strong> in September. The company has announced major deals and partnerships with big names including <strong>BP</strong>, <strong>Microsoft</strong>, and <strong>Wendy&#39;s</strong>.</p><p><strong>Nvidia</strong> has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker&#39;s shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia&#39;s delayed launch of its new Blackwell GPU platform.</p><p>Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?</p><h2 id=\"id_54078553\">What Wall Street thinks about Nvidia and Palantir</h2><p>Global financial markets data provider <strong>LSEG</strong> surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a &#34;strong buy&#34; (or equivalent rating). A whopping 37 analysts recommended Nvidia as a &#34;buy.&#34; The remaining five analysts viewed the stock as a &#34;hold.&#34;</p><p>The picture wasn&#39;t quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a &#34;strong buy.&#34; Another three analysts rated Palantir as a &#34;buy.&#34; Six analysts recommended holding the stock. Four rated the software stock as &#34;underperform&#34; while two others recommended selling Palantir&#39;s shares.</p><p>Wall Street&#39;s 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia&#39;s shares could soar another 73% over the next 12 months.</p><p>It&#39;s a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% <em>below</em> the current share price. The most optimistic analyst predicts Palantir could rise 37%.</p><h2 id=\"id_4106512475\">Why Nvidia enjoys much more support from analysts</h2><p>Wall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies&#39; growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.</p><p>Although Nvidia&#39;s Blackwell GPUs won&#39;t begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company&#39;s history.</p><p>Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia&#39;s GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.</p><p>Nvidia&#39;s financial metrics are much stronger than Palantir&#39;s as well. In the second quarter of 2024, the company&#39;s revenue soared 122% year over year to $30 billion. By comparison, Palantir&#39;s Q2 revenue rose 27% year over year to $678 million.</p><p>Wall Street no doubt prefers Nvidia&#39;s valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia&#39;s price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir&#39;s forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.</p><h2 id=\"id_285544397\">Is Wall Street right about Nvidia and Palantir?</h2><p>I&#39;m not sure if Nvidia&#39;s shares will jump another 27% and Palantir&#39;s shares will fall 25% over the next 12 months as the average analysts&#39; price targets project. My hunch is analysts aren&#39;t super-confident about those price targets, either.</p><p>However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn&#39;t seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.</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>Why Is Wall Street Much More Bullish About Nvidia Than Palantir?</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\">\nWhy Is Wall Street Much More Bullish About Nvidia Than Palantir?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4579":"人工智能","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4588":"碎股","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4547":"WSB热门概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4581":"高盛持仓","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4549":"软银资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4529":"IDC概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","NVDA":"英伟达","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4592":"伊斯兰概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472939287","content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377908085366928,"gmtCreate":1733292241335,"gmtModify":1733292907482,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","listText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","text":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377908085366928","repostId":"1199304506","repostType":4,"repost":{"id":"1199304506","kind":"news","pubTimestamp":1733283900,"share":"https://ttm.financial/m/news/1199304506?lang=&edition=fundamental","pubTime":"2024-12-04 11:45","market":"us","language":"en","title":"Super Micro Computer: You're Gambling If You Buy This, Not Investing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304506","media":"Seeking Alpha","summary":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines","content":"<html><head></head><body><h2 id=\"id_2210350387\">Summary</h2><ul style=\"\"><li><p>SMCI&#39;s recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.</p></li><li><p>SMCI&#39;s past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.</p></li><li><p>The appointment of BDO as the new auditor offers some hope but doesn&#39;t eliminate the significant risks and unresolved issues identified by Ernst &amp; Young.</p></li><li><p>Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0dd59825e09cdca1d96afc5c7f9a0d1\" alt=\"SlavkoSereda/iStock via Getty Images\" title=\"SlavkoSereda/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>SlavkoSereda/iStock via Getty Images</span></p><h2 id=\"id_2160079058\">Introduction</h2><p>I mostly like to talk about buying opportunities here on Seeking Alpha, but I&#39;ve noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.</p><p>Despite this appointment having some potential good news and a sign of hope, there&#39;s way too many unknowns and risk factors that, as investors on the outside, we just don&#39;t know the answers to. Of course, when we invest, there&#39;s always some unknowns and risks to take, but for me here, there&#39;s just way too many unknowns, which makes it a very illogical investment.</p><h2 id=\"id_1452235947\">Background</h2><p>SMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.</p><p>It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst &amp; Young (SMCI&#39;s auditor) resigned on October 24th. Ernst &amp; Young cited reasons including:</p><ul style=\"\"><li><p>Lack of trust in management</p></li><li><p>Weak internal controls</p></li><li><p>Lack of board independence</p></li></ul><p>When an auditor resigns from auditing a client the size of SMCI it&#39;s never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there&#39;s likely something out of the ordinary going on.</p><h2 id=\"id_146560957\">Here&#39;s why SMCI is not worth investing into.</h2><p>If this auditor resignation was a one-off issue, then I&#39;d be inclined to give SMCI the benefit of doubt (though I&#39;d still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.</p><p>The past 6 years has seen:</p><ul style=\"\"><li><p>NASDAQ delisting</p></li><li><p>$17.5 million fine to SEC</p></li><li><p>Hindenburg Research (one of the most famous short sellers)</p></li><li><p>Department of Justice probe</p></li></ul><p>I&#39;m going to go over each one of these to explain exactly what&#39;s happened and my take on them all.</p><h3 id=\"id_2241418678\">NASDAQ delisting - 2018</h3><p>SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:</p><ol start=\"1\" style=\"\"><li><p>Voluntary delisting.</p></li><li><p>Falling below a certain market cap or $1.00 stock price.</p></li><li><p>Accounting issues/missed deadlines.</p></li></ol><p>Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long &#34;grace periods&#34; meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI&#39;s size in a long time.</p><h3 id=\"id_37544222\">Fine</h3><p>In 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.</p><p>Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.</p><h3 id=\"id_1199563137\">Department of Justice</h3><p>On top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.</p><p>As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI&#39;s future.</p><h3 id=\"id_494708400\">BDO Appointment</h3><p>The positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That&#39;s all the good news I can say about this though.</p><p>The bad news is that BDO isn&#39;t a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It&#39;s a shame that this is the way it is, but for a company in the S&amp;P 500, Big 4 auditors are by far the most common. Unless there&#39;s a good reason not to appoint a Big 4 auditor, S&amp;P 500 companies simply look a bit more questionable if they don&#39;t have a Big 4 company auditing them.</p><p>The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn&#39;t part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.</p><p>In my opinion, realistically, the issues that EY found won&#39;t have been resolved and BDO will also likely find these issues, meaning they&#39;ll not sign off.</p><p>Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period&#39;s numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.</p><p>If the BDO does manage to get all this work done, and assuming there&#39;s no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.</p><h2 id=\"id_4231930187\">So is SMCI a buy, sell, or hold?</h2><p>SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.</p><p>SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there&#39;s a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.</p><p>Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there&#39;s hundreds and if not thousands of other stocks without any risk of these issues, I don&#39;t see why it&#39;s worth risking an investment into SMCI.</p><p>My overall take is that I&#39;d give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: You're Gambling If You Buy This, Not Investing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: You're Gambling If You Buy This, Not Investing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines...</p>\n\n<a href=\"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4741870-super-micro-computer-smci-gambling-if-you-buy-not-investing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304506","content_text":"SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines, which all raise serious concerns about its financial integrity.The appointment of BDO as the new auditor offers some hope but doesn't eliminate the significant risks and unresolved issues identified by Ernst & Young.Investing in SMCI now is more akin to gambling than smart investing due to the high level of unknowns and potential for severe negative outcomes.SlavkoSereda/iStock via Getty ImagesIntroductionI mostly like to talk about buying opportunities here on Seeking Alpha, but I've noted that a lot of people have been buying Super Micro Computer (NASDAQ:SMCI) recently, post the news that they appointed BDO as auditor.Despite this appointment having some potential good news and a sign of hope, there's way too many unknowns and risk factors that, as investors on the outside, we just don't know the answers to. Of course, when we invest, there's always some unknowns and risks to take, but for me here, there's just way too many unknowns, which makes it a very illogical investment.BackgroundSMCI has been on a crazy ride throughout 2024, rising from $28 back in January all the way up to $115 in March, which equates to a 307% increase in 3 months.It then dropped down to $18 by November 15th, erasing 85% of the total market cap. This drop came after Ernst & Young (SMCI's auditor) resigned on October 24th. Ernst & Young cited reasons including:Lack of trust in managementWeak internal controlsLack of board independenceWhen an auditor resigns from auditing a client the size of SMCI it's never a good sign. Auditors spend hours fighting to win over the biggest clients which allows them to rake in the huge audit fees, but when they deem the risk of being associated with a listed client to be far more negative than the huge audit fees they would receive, there's likely something out of the ordinary going on.Here's why SMCI is not worth investing into.If this auditor resignation was a one-off issue, then I'd be inclined to give SMCI the benefit of doubt (though I'd still remain extremely cautious), but unfortunately this negativity around SMCI is not a one-off at all.The past 6 years has seen:NASDAQ delisting$17.5 million fine to SECHindenburg Research (one of the most famous short sellers)Department of Justice probeI'm going to go over each one of these to explain exactly what's happened and my take on them all.NASDAQ delisting - 2018SMCI was temporarily delisted from the NASDAQ stock exchange in August 2018 due to failure to comply with NASDAQ timelines of financial reports. Companies get delisted for many reasons, however the 3 main reasons are:Voluntary delisting.Falling below a certain market cap or $1.00 stock price.Accounting issues/missed deadlines.Reason 3 is exactly why SMCI got delisted, and it tends to be the least common and perhaps most serious due to the internal inefficiencies. NASDAQ generally does have fairly long \"grace periods\" meaning SMCI failed to comply with the extended NASDAQ deadlines, something which has not happened to a company of SMCI's size in a long time.FineIn 2020, SMCI paid a $17.5 million fine to the SEC for accounting violations in which they neither admitted nor denied the SEC findings. The violations were due to incorrect revenue recognition, understating expenses, and other accounting violations over a period of 3 years.Arguably a one-off instance like this would not cause too much panic, but the continuous nature of this raises skepticism.Department of JusticeOn top of all this negativity, SMCI has an ongoing DoJ (Department of Justice) probe which is looking into accounting violations. DoJ probes are a big deal and are likely to have an overarching effect on the SMCI stock price even if all of all the other unknowns start to become more clear.As I mentioned before with the Hindenburg research, we have to take their report with a pinch of salt since they are a short-seller after all. However, an investigation by the DoJ is much more serious and anything that comes up in that investigation will materially affect SMCI's future.BDO AppointmentThe positive news after all of this is that SMCI managed to appoint BDO (the 5th largest accounting firm) after all of the above incidents, which has to be a win because it gives them hope to at least restore investor confidence, and prepare some financial statements. That's all the good news I can say about this though.The bad news is that BDO isn't a big 4 company that SMCI would have appointed. BDO also has had poor results over recent years in terms of audit quality. To put it simply, SMCI would not have wanted to appoint an auditor outside of the Big 4. It's a shame that this is the way it is, but for a company in the S&P 500, Big 4 auditors are by far the most common. Unless there's a good reason not to appoint a Big 4 auditor, S&P 500 companies simply look a bit more questionable if they don't have a Big 4 company auditing them.The other important thing to note is that even though SMCI has appointed a BDO, initial screening or conversations with EY (previous auditor) have not occurred. This was all disclosed in the 8-K but obviously wasn't part of the headlines. Simply what is happening is that BDO are the only company to at least consider looking at the SMCI books in the hope that everything is ok, and therefore they potentially have one of the biggest clients on the books.In my opinion, realistically, the issues that EY found won't have been resolved and BDO will also likely find these issues, meaning they'll not sign off.Let me take this even further. A first year audit takes a long time. It includes getting a very solid understanding of the company, the internal controls, previous period's numbers etc., etc. In my opinion, the entire process likely cannot happen before February 2025, which is when NASDAQ has granted a filing extension until.If the BDO does manage to get all this work done, and assuming there's no issues found (unlikely in my opinion), there is still a chance of secondary reviews by regulators.So is SMCI a buy, sell, or hold?SMCI has performed well the last 3 weeks post appointment of auditor, BDO, plus a short squeeze. Whilst the share price shows some potential signs of recovery, I hope this article made it clear exactly how much risk there still is.SMCI still has to get BDO to audit their financials by February without any findings, a potential secondary review, and also get through the DoJ investigation to essentially survive. If any of these come back with material findings, I think there's a very good chance that SMCI gets delisted, which will, of course, have material consequences for all investors.Of course, I may be wrong here, and I may be overly worried about the legitimacy of the financials, but when there's hundreds and if not thousands of other stocks without any risk of these issues, I don't see why it's worth risking an investment into SMCI.My overall take is that I'd give it a 50:50 chance as to whether SMCI recovers and, in my opinion, investing in them is much more gambling, rather than data driven, educated, smart investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309390670422088,"gmtCreate":1716564512705,"gmtModify":1716564920240,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"She sold Nvidia right before price rocket","listText":"She sold Nvidia right before price rocket","text":"She sold Nvidia right before price rocket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309390670422088","repostId":"2437082356","repostType":2,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330711007666208,"gmtCreate":1721745776437,"gmtModify":1721745780244,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Crash to how much ? And which day it will crash ? Tell me and I will sell before that date","listText":"Crash to how much ? And which day it will crash ? Tell me and I will sell before that date","text":"Crash to how much ? And which day it will crash ? Tell me and I will sell before that date","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330711007666208","repostId":"2453076978","repostType":2,"repost":{"id":"2453076978","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1721744979,"share":"https://ttm.financial/m/news/2453076978?lang=&edition=fundamental","pubTime":"2024-07-23 22:29","market":"other","language":"en","title":"Nvidia, Super Micro, Broadcom - and 22 Other Stocks Most Likely to Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2453076978","media":"Dow Jones","summary":"It's a bad sign when investors believe the probability of a crash is particularly low - like now. The higher a stock soars, the more likely it is to plunge.The market indicator, known as the \"U.S. Crash Confidence Index,\" was created 40 years ago by Yale University's Robert Shiller and is now maintained by the Yale School of Management. Each month a group of individual and institutional investors are asked, \"What do you think is the probability of a catastrophic stock market crash in the U. S.?\" As with other sentiment measures, this one has contrarian significance: It's a bad sign when investors believe the probability of a crash is particularly low.The researchers found that a survey respondent's belief in a crash's probability was heavily influenced by \"rare, extreme events\" having nothing to do with the stock market. When an earthquake had recently occurred in the respondent's immedia","content":"<html><head></head><body><blockquote><p>The higher a stock soars, the more likely it is to plunge.</p></blockquote><p>The U.S. stock market is likely to be a below-average performer over the next 24 months, according to an obscure sentiment index - as are 25 high-flying, popular U.S. stocks including Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, Super Micro Computer <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> and Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>.</p><p>The market indicator, known as the &#34;U.S. Crash Confidence Index,&#34; was created 40 years ago by Yale University&#39;s Robert Shiller and is now maintained by the Yale School of Management. Each month a group of individual and institutional investors are asked, &#34;What do you think is the probability of a catastrophic stock market crash in the U. S.?&#34; As with other sentiment measures, this one has contrarian significance: It&#39;s a bad sign when investors believe the probability of a crash is particularly low.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14f3c700dfbae93bb368924565bad0d8\" tg-width=\"700\" tg-height=\"471\"/></p><p>It&#39;s worth noting that Yale reports the index in terms of the percentage of respondents who think the probability of a crash is less than 10%, so higher readings in the chart mean investors think the likelihood of a crash is lower - and vice versa. The six-month moving average of the institutional-investor index recently reached its highest level of the past 15 years, and the individual-investor index reached its second-highest level.</p><p>I analyzed the data back to 2001, which is when Yale began updating the index on a monthly basis. On average, the monthly readings are inversely correlated with the S&amp;P 500&#39;s SPX total return over the subsequent 24 months - meaning that higher index readings are correlated with below-average returns, and vice versa. The correlation is significant at the 95% confidence level for the institutional index and the 93% confidence level for the individual index.</p><h3 id=\"id_3634368013\">Why the Crash Confidence Index is a contrarian indicator</h3><p>The U.S. Crash Confidence Index is a valuable contrarian indicator because stock-market investors become more or less bullish for reasons totally unrelated to the stock market. Since irrational bullishness (as opposed to rational bullishness) will cause stocks on average to be overvalued, it follows that the market tends to struggle in the wake of a widespread belief that a crash is unlikely.</p><p>The role of emotions in the U.S. Crash Confidence Index has been documented in a new study by Shiller, Yale professor William Goetzmann, and Dasol Kim of the U.S. Treasury Department&#39;s Office of Financial Research. Entitled &#34;Emotions and Subjective Crash Beliefs,&#34; the study began circulating in June in academic circles.</p><p>The researchers found that a survey respondent&#39;s belief in a crash&#39;s probability was heavily influenced by &#34;rare, extreme events&#34; having nothing to do with the stock market. When an earthquake had recently occurred in the respondent&#39;s immediate vicinity, for example, belief in a stock-market crash was more likely than for another respondent who had not experienced a nearby earthquake. Similarly, if a winning lottery ticket had been sold from a nearby store, the respondent was less likely to believe a crash was probable than another person for whom that was not the case.</p><h3 id=\"id_939044424\">Emotions and beliefs</h3><blockquote><p>The probability of a stock&#39;s crash increases along with the extent to which trailing two-year return is ahead of the S&amp;P 500.</p></blockquote><p>The contrarian indicator based on the Crash Confidence Index is not itself forecasting that a crash will occur, but simply that the next two years will experience below-average returns. The index reflects investors&#39; emotions and subjective beliefs, which are far different than the objective factors that have a statistically significant ability to forecast a heightened probability of a crash. As I discussed in a recent column, a recent study of those objective factors implies that the odds of a market-wide crash are below average right now.</p><p>But certain individual stocks are still vulnerable to crashing, defined as a 40% drop over the next two years. A recent study found that the probability of a stock&#39;s crash increases along with the extent to which the trailing two-year return is ahead of the S&amp;P 500. When this margin of outperformance is 100 percentage points, for example, the probability of a subsequent crash is close to 50%. When it&#39;s 150 points or more, a crash becomes nearly certain.</p><p>The table below lists the 25 stocks in the S&amp;P 1500 index that have outperformed the S&amp;P 500 over the past two years by more than 200 percentage points, according to FactSet data. Not all of them will crash, of course, but it&#39;s a good bet that an above-average number of them will lose at least 40% over the next two years.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0372715130f84a1516bb0f45741544cd\" tg-width=\"700\" tg-height=\"821\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Super Micro, Broadcom - and 22 Other Stocks Most Likely to Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Super Micro, Broadcom - and 22 Other Stocks Most Likely to Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-23 22:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>The higher a stock soars, the more likely it is to plunge.</p></blockquote><p>The U.S. stock market is likely to be a below-average performer over the next 24 months, according to an obscure sentiment index - as are 25 high-flying, popular U.S. stocks including Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, Super Micro Computer <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> and Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>.</p><p>The market indicator, known as the &#34;U.S. Crash Confidence Index,&#34; was created 40 years ago by Yale University&#39;s Robert Shiller and is now maintained by the Yale School of Management. Each month a group of individual and institutional investors are asked, &#34;What do you think is the probability of a catastrophic stock market crash in the U. S.?&#34; As with other sentiment measures, this one has contrarian significance: It&#39;s a bad sign when investors believe the probability of a crash is particularly low.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14f3c700dfbae93bb368924565bad0d8\" tg-width=\"700\" tg-height=\"471\"/></p><p>It&#39;s worth noting that Yale reports the index in terms of the percentage of respondents who think the probability of a crash is less than 10%, so higher readings in the chart mean investors think the likelihood of a crash is lower - and vice versa. The six-month moving average of the institutional-investor index recently reached its highest level of the past 15 years, and the individual-investor index reached its second-highest level.</p><p>I analyzed the data back to 2001, which is when Yale began updating the index on a monthly basis. On average, the monthly readings are inversely correlated with the S&amp;P 500&#39;s SPX total return over the subsequent 24 months - meaning that higher index readings are correlated with below-average returns, and vice versa. The correlation is significant at the 95% confidence level for the institutional index and the 93% confidence level for the individual index.</p><h3 id=\"id_3634368013\">Why the Crash Confidence Index is a contrarian indicator</h3><p>The U.S. Crash Confidence Index is a valuable contrarian indicator because stock-market investors become more or less bullish for reasons totally unrelated to the stock market. Since irrational bullishness (as opposed to rational bullishness) will cause stocks on average to be overvalued, it follows that the market tends to struggle in the wake of a widespread belief that a crash is unlikely.</p><p>The role of emotions in the U.S. Crash Confidence Index has been documented in a new study by Shiller, Yale professor William Goetzmann, and Dasol Kim of the U.S. Treasury Department&#39;s Office of Financial Research. Entitled &#34;Emotions and Subjective Crash Beliefs,&#34; the study began circulating in June in academic circles.</p><p>The researchers found that a survey respondent&#39;s belief in a crash&#39;s probability was heavily influenced by &#34;rare, extreme events&#34; having nothing to do with the stock market. When an earthquake had recently occurred in the respondent&#39;s immediate vicinity, for example, belief in a stock-market crash was more likely than for another respondent who had not experienced a nearby earthquake. Similarly, if a winning lottery ticket had been sold from a nearby store, the respondent was less likely to believe a crash was probable than another person for whom that was not the case.</p><h3 id=\"id_939044424\">Emotions and beliefs</h3><blockquote><p>The probability of a stock&#39;s crash increases along with the extent to which trailing two-year return is ahead of the S&amp;P 500.</p></blockquote><p>The contrarian indicator based on the Crash Confidence Index is not itself forecasting that a crash will occur, but simply that the next two years will experience below-average returns. The index reflects investors&#39; emotions and subjective beliefs, which are far different than the objective factors that have a statistically significant ability to forecast a heightened probability of a crash. As I discussed in a recent column, a recent study of those objective factors implies that the odds of a market-wide crash are below average right now.</p><p>But certain individual stocks are still vulnerable to crashing, defined as a 40% drop over the next two years. A recent study found that the probability of a stock&#39;s crash increases along with the extent to which the trailing two-year return is ahead of the S&amp;P 500. When this margin of outperformance is 100 percentage points, for example, the probability of a subsequent crash is close to 50%. When it&#39;s 150 points or more, a crash becomes nearly certain.</p><p>The table below lists the 25 stocks in the S&amp;P 1500 index that have outperformed the S&amp;P 500 over the past two years by more than 200 percentage points, according to FactSet data. Not all of them will crash, of course, but it&#39;s a good bet that an above-average number of them will lose at least 40% over the next two years.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0372715130f84a1516bb0f45741544cd\" tg-width=\"700\" tg-height=\"821\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SSO":"两倍做多标普500ETF","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","SMCI":"超微电脑","LU0109392836.USD":"富兰克林科技股A","SPXU":"三倍做空标普500ETF","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","AVGO":"博通","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IVV":"标普500指数ETF","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","NVDA":"英伟达","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","UPRO":"三倍做多标普500ETF","VOO":"Vanguard标普500ETF","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0444971666.USD":"天利全球科技基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0079474960.USD":"联博美国增长基金A","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","OEX":"标普100","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453076978","content_text":"The higher a stock soars, the more likely it is to plunge.The U.S. stock market is likely to be a below-average performer over the next 24 months, according to an obscure sentiment index - as are 25 high-flying, popular U.S. stocks including Nvidia $(NVDA)$, Super Micro Computer $(SMCI)$ and Broadcom $(AVGO)$.The market indicator, known as the \"U.S. Crash Confidence Index,\" was created 40 years ago by Yale University's Robert Shiller and is now maintained by the Yale School of Management. Each month a group of individual and institutional investors are asked, \"What do you think is the probability of a catastrophic stock market crash in the U. S.?\" As with other sentiment measures, this one has contrarian significance: It's a bad sign when investors believe the probability of a crash is particularly low.It's worth noting that Yale reports the index in terms of the percentage of respondents who think the probability of a crash is less than 10%, so higher readings in the chart mean investors think the likelihood of a crash is lower - and vice versa. The six-month moving average of the institutional-investor index recently reached its highest level of the past 15 years, and the individual-investor index reached its second-highest level.I analyzed the data back to 2001, which is when Yale began updating the index on a monthly basis. On average, the monthly readings are inversely correlated with the S&P 500's SPX total return over the subsequent 24 months - meaning that higher index readings are correlated with below-average returns, and vice versa. The correlation is significant at the 95% confidence level for the institutional index and the 93% confidence level for the individual index.Why the Crash Confidence Index is a contrarian indicatorThe U.S. Crash Confidence Index is a valuable contrarian indicator because stock-market investors become more or less bullish for reasons totally unrelated to the stock market. Since irrational bullishness (as opposed to rational bullishness) will cause stocks on average to be overvalued, it follows that the market tends to struggle in the wake of a widespread belief that a crash is unlikely.The role of emotions in the U.S. Crash Confidence Index has been documented in a new study by Shiller, Yale professor William Goetzmann, and Dasol Kim of the U.S. Treasury Department's Office of Financial Research. Entitled \"Emotions and Subjective Crash Beliefs,\" the study began circulating in June in academic circles.The researchers found that a survey respondent's belief in a crash's probability was heavily influenced by \"rare, extreme events\" having nothing to do with the stock market. When an earthquake had recently occurred in the respondent's immediate vicinity, for example, belief in a stock-market crash was more likely than for another respondent who had not experienced a nearby earthquake. Similarly, if a winning lottery ticket had been sold from a nearby store, the respondent was less likely to believe a crash was probable than another person for whom that was not the case.Emotions and beliefsThe probability of a stock's crash increases along with the extent to which trailing two-year return is ahead of the S&P 500.The contrarian indicator based on the Crash Confidence Index is not itself forecasting that a crash will occur, but simply that the next two years will experience below-average returns. The index reflects investors' emotions and subjective beliefs, which are far different than the objective factors that have a statistically significant ability to forecast a heightened probability of a crash. As I discussed in a recent column, a recent study of those objective factors implies that the odds of a market-wide crash are below average right now.But certain individual stocks are still vulnerable to crashing, defined as a 40% drop over the next two years. A recent study found that the probability of a stock's crash increases along with the extent to which the trailing two-year return is ahead of the S&P 500. When this margin of outperformance is 100 percentage points, for example, the probability of a subsequent crash is close to 50%. When it's 150 points or more, a crash becomes nearly certain.The table below lists the 25 stocks in the S&P 1500 index that have outperformed the S&P 500 over the past two years by more than 200 percentage points, according to FactSet data. Not all of them will crash, of course, but it's a good bet that an above-average number of them will lose at least 40% over the next two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321420201947144,"gmtCreate":1719501960850,"gmtModify":1719501964702,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"It was a good QR, analysts have unrealistic expectation. It is a buy now to harvest 6-12 months from now","listText":"It was a good QR, analysts have unrealistic expectation. It is a buy now to harvest 6-12 months from now","text":"It was a good QR, analysts have unrealistic expectation. It is a buy now to harvest 6-12 months from now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321420201947144","repostId":"1122760151","repostType":2,"repost":{"id":"1122760151","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":1719495251,"share":"https://ttm.financial/m/news/1122760151?lang=&edition=fundamental","pubTime":"2024-06-27 21:34","market":"us","language":"en","title":"Micron Stock Drops 5% After Forecast Fails to Meet Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1122760151","media":"Tiger Newspress","summary":"Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intel","content":"<html><head></head><body><p>Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f36fade9f3c6f503917bf82fbe3ca986\" tg-width=\"868\" tg-height=\"635\"/></p><p style=\"text-align: start;\">Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.</p><p style=\"text-align: start;\">Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.</p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>Micron sells a vital component of AI hardware — high-bandwidth memory — that works with processors from Nvidia Corp. to crunch data. The memory, known as HBM, can serve up information more quickly, helping computing systems develop and run AI models.</p><p style=\"text-align: start;\">Micron sold $100 million of new HBM3e chips in the just-completed quarter and predicts that total sales of high-bandwidth products will rise to “several hundred million dollars” in the current period. It will then increase to multiple billions in fiscal 2025, which runs through August of that year.</p><p style=\"text-align: start;\">Ramping up production of this new memory has been a challenge. Due to the difficulty of increasing factory output — and qualifying the chips to work with computer systems — supply effectively has a “hand brake on it,” Manish Bhatia, Micron’s executive vice president of global operations, said in an interview.</p><p style=\"text-align: start;\">In light of those constraints, the company expects pricing to steadily increase. There’s also less chance of the memory market returning to an inventory glut, an issue that has long plagued the industry.</p><p>The company is on course to spend about $8 billion on new plants and equipment in fiscal 2024. That budget will increase materially next year in support of construction at sites in Idaho and in New York state.</p><p style=\"text-align: start;\">The Idaho facility won’t contribute to supply until fiscal 2027, with the New York site coming the following year, Micron said. But the timing may depend on Micron’s analysis of supply and demand.</p><p style=\"text-align: start;\">In a slide presentation, the company said that PC-industry unit sales remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.</p><p>Chief Executive Officer Sanjay Mehrotra reiterated a view that 2024 would mark a rebound for the memory chip industry, with record sales coming in 2025.</p><p style=\"text-align: start;\">Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Drops 5% After Forecast Fails to Meet Lofty Expectations</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\">\nMicron Stock Drops 5% After Forecast Fails to Meet Lofty Expectations\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\">2024-06-27 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f36fade9f3c6f503917bf82fbe3ca986\" tg-width=\"868\" tg-height=\"635\"/></p><p style=\"text-align: start;\">Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.</p><p style=\"text-align: start;\">Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.</p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>Micron sells a vital component of AI hardware — high-bandwidth memory — that works with processors from Nvidia Corp. to crunch data. The memory, known as HBM, can serve up information more quickly, helping computing systems develop and run AI models.</p><p style=\"text-align: start;\">Micron sold $100 million of new HBM3e chips in the just-completed quarter and predicts that total sales of high-bandwidth products will rise to “several hundred million dollars” in the current period. It will then increase to multiple billions in fiscal 2025, which runs through August of that year.</p><p style=\"text-align: start;\">Ramping up production of this new memory has been a challenge. Due to the difficulty of increasing factory output — and qualifying the chips to work with computer systems — supply effectively has a “hand brake on it,” Manish Bhatia, Micron’s executive vice president of global operations, said in an interview.</p><p style=\"text-align: start;\">In light of those constraints, the company expects pricing to steadily increase. There’s also less chance of the memory market returning to an inventory glut, an issue that has long plagued the industry.</p><p>The company is on course to spend about $8 billion on new plants and equipment in fiscal 2024. That budget will increase materially next year in support of construction at sites in Idaho and in New York state.</p><p style=\"text-align: start;\">The Idaho facility won’t contribute to supply until fiscal 2027, with the New York site coming the following year, Micron said. But the timing may depend on Micron’s analysis of supply and demand.</p><p style=\"text-align: start;\">In a slide presentation, the company said that PC-industry unit sales remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.</p><p>Chief Executive Officer Sanjay Mehrotra reiterated a view that 2024 would mark a rebound for the memory chip industry, with record sales coming in 2025.</p><p style=\"text-align: start;\">Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122760151","content_text":"Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania.Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.Micron sells a vital component of AI hardware — high-bandwidth memory — that works with processors from Nvidia Corp. to crunch data. The memory, known as HBM, can serve up information more quickly, helping computing systems develop and run AI models.Micron sold $100 million of new HBM3e chips in the just-completed quarter and predicts that total sales of high-bandwidth products will rise to “several hundred million dollars” in the current period. It will then increase to multiple billions in fiscal 2025, which runs through August of that year.Ramping up production of this new memory has been a challenge. Due to the difficulty of increasing factory output — and qualifying the chips to work with computer systems — supply effectively has a “hand brake on it,” Manish Bhatia, Micron’s executive vice president of global operations, said in an interview.In light of those constraints, the company expects pricing to steadily increase. There’s also less chance of the memory market returning to an inventory glut, an issue that has long plagued the industry.The company is on course to spend about $8 billion on new plants and equipment in fiscal 2024. That budget will increase materially next year in support of construction at sites in Idaho and in New York state.The Idaho facility won’t contribute to supply until fiscal 2027, with the New York site coming the following year, Micron said. But the timing may depend on Micron’s analysis of supply and demand.In a slide presentation, the company said that PC-industry unit sales remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.Chief Executive Officer Sanjay Mehrotra reiterated a view that 2024 would mark a rebound for the memory chip industry, with record sales coming in 2025.Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400335355633760,"gmtCreate":1738764747008,"gmtModify":1738764749018,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Good News","listText":"Good News","text":"Good News","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400335355633760","repostId":"2509890682","repostType":2,"repost":{"id":"2509890682","kind":"live","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":1738768446,"share":"https://ttm.financial/m/news/2509890682?lang=&edition=fundamental","pubTime":"2025-02-05 23:14","market":"us","language":"en","title":"Nvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions","url":"https://stock-news.laohu8.com/highlight/detail?id=2509890682","media":"Tiger Newspress","summary":"Supermicro is announcing full production availability of its end-to-end AI data center Building Bloc","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">Supermicro</a> is announcing full production availability of its end-to-end AI data center Building Block Solutions accelerated by the <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> Blackwell platform.</p><p>Super Micro stock up 9% whlie Nvidia jumps over 3% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391720a95cc94df675c6d97ff7feac74\" tg-width=\"462\" tg-height=\"178\"/></p><p>The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions with exceptional time to deployment. The portfolio includes a broad range of air-cooled and liquid-cooled systems with multiple CPU options. These include superior thermal design supporting traditional air cooling, liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling.</p><p>In addition, a full data center management software suite, rack-level integration, including full network switching and cabling and cluster-level L12 solution validation can be delivered as turn-key offering with global delivery, professional support, and service.</p><p>&#34;In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,&#34; said Charles Liang, president and CEO of Supermicro.</p><p>&#34;Supermicro&#39;s NVIDIA Blackwell GPU offerings in plug-and-play scalable units with advanced liquid cooling and air cooling are empowering customers to deploy an infrastructure that supports increasingly complex AI workloads while maintaining exceptional efficiency. This reinforces our commitment to providing sustainable, cutting-edge solutions that accelerate AI innovation.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia up 3% While SMCI up 9% as Supermicro Ramps Full Production of Nvidia Blackwell Solutions\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\">2025-02-05 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">Supermicro</a> is announcing full production availability of its end-to-end AI data center Building Block Solutions accelerated by the <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> Blackwell platform.</p><p>Super Micro stock up 9% whlie Nvidia jumps over 3% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391720a95cc94df675c6d97ff7feac74\" tg-width=\"462\" tg-height=\"178\"/></p><p>The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions with exceptional time to deployment. The portfolio includes a broad range of air-cooled and liquid-cooled systems with multiple CPU options. These include superior thermal design supporting traditional air cooling, liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling.</p><p>In addition, a full data center management software suite, rack-level integration, including full network switching and cabling and cluster-level L12 solution validation can be delivered as turn-key offering with global delivery, professional support, and service.</p><p>&#34;In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,&#34; said Charles Liang, president and CEO of Supermicro.</p><p>&#34;Supermicro&#39;s NVIDIA Blackwell GPU offerings in plug-and-play scalable units with advanced liquid cooling and air cooling are empowering customers to deploy an infrastructure that supports increasingly complex AI workloads while maintaining exceptional efficiency. This reinforces our commitment to providing sustainable, cutting-edge solutions that accelerate AI innovation.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002224.SGD":"Allianz Global High Payout SGD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4592":"伊斯兰概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","SMCI":"超微电脑","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDA":"英伟达","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250205:nTUA3FMVRN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509890682","content_text":"Supermicro is announcing full production availability of its end-to-end AI data center Building Block Solutions accelerated by the NVIDIA Blackwell platform.Super Micro stock up 9% whlie Nvidia jumps over 3% on the news.The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions with exceptional time to deployment. The portfolio includes a broad range of air-cooled and liquid-cooled systems with multiple CPU options. These include superior thermal design supporting traditional air cooling, liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling.In addition, a full data center management software suite, rack-level integration, including full network switching and cabling and cluster-level L12 solution validation can be delivered as turn-key offering with global delivery, professional support, and service.\"In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,\" said Charles Liang, president and CEO of Supermicro.\"Supermicro's NVIDIA Blackwell GPU offerings in plug-and-play scalable units with advanced liquid cooling and air cooling are empowering customers to deploy an infrastructure that supports increasingly complex AI workloads while maintaining exceptional efficiency. This reinforces our commitment to providing sustainable, cutting-edge solutions that accelerate AI innovation.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400332618977376,"gmtCreate":1738764078880,"gmtModify":1738764083644,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Good News","listText":"Good News","text":"Good News","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400332618977376","repostId":"2509200400","repostType":2,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392146190504200,"gmtCreate":1736770353721,"gmtModify":1736775515558,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Joe just have to stir some shits before leaving&nbsp;","listText":"Joe just have to stir some shits before leaving&nbsp;","text":"Joe just have to stir some shits before leaving","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392146190504200","repostId":"1110557554","repostType":2,"repost":{"id":"1110557554","kind":"news","pubTimestamp":1736768971,"share":"https://ttm.financial/m/news/1110557554?lang=&edition=fundamental","pubTime":"2025-01-13 19:49","market":"us","language":"en","title":"White House Unveils New Curbs on Exporting Nvidia AI Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1110557554","media":"Bloomberg","summary":"Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled sweep","content":"<html><head></head><body><ul style=\"\"><li><p>Biden administration seeks broad control over computing power</p></li><li><p>Decisions on restrictions will fall to incoming Trump team</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c7b727ff7d1d045c202bb3dcdfd7de9\" title=\"The Nvidia headquarters in Santa Clara, California.\" tg-width=\"2000\" tg-height=\"1333\"/><span>The Nvidia headquarters in Santa Clara, California.</span></p><p>The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.</p><p>Chip stocks sank on Monday.</p><p style=\"text-align: start;\">The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.</p><p style=\"text-align: start;\">Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.</p><p style=\"text-align: start;\">Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.</p><p>“This is very hard, and no rule is perfect,” she said. “Managing the national security risks requires delicate tradeoffs that take all of this into account.”</p><p>China’s growing technological prowess has spurred concern in the US. The move to curb the sale of AI chips used in data centers on both a country and company basis has the goal of concentrating artificial intelligence development in friendly nations and getting businesses around the world to align with American standards, Bloomberg News previously reported. The Biden team discussed the measures with its successors, and one US official said export controls have largely been a bipartisan national security priority.</p><p>Similar to the rules for importing countries, companies in the US and nearly 20 allied countries can agree to US government standards and win permission to ship to the restricted nations.</p><p style=\"text-align: start;\">To get that approval, they’ll have to keep the majority of their computing power in friendly territories. The approval would not extend to data centers in China, Russia, Macau and some 20 other locations for which the US has an arms embargo. The US has effectively banned AI chip shipments to those places.</p><p>The goal of the measures, which companies such as Nvidia and Oracle Corp. have warned could be catastrophic for the US tech industry, is to ensure that the global development of AI aligns with American standards and relies on US — not Chinese — technology.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1367adee18a8501f1e15c4573192f75c\" title=\"Gina Raimondo\" tg-width=\"2000\" tg-height=\"1334\"/><span>Gina Raimondo</span></p><p>“It ensures that the infrastructure for training frontier AI, the most exquisite AI systems at the frontier, happens either in America or in the jurisdictions of our closest allies, and that that capacity does not get offshored like chips and batteries and other industries that we’ve had to invest hundreds of billion dollars to bring back onshore,” National Security Advisor Jake Sullivan told reporters.</p><p>But companies and key lawmakers have warned that the restrictions could actually drive customers toward products from Chinese companies, including the blacklisted Huawei Technologies Co., if they are unable to purchase preferred American offerings or if the associated security requirements are too onerous.</p><p style=\"text-align: start;\"><strong>Nvidia Sees ‘Overreach’</strong></p><p style=\"text-align: start;\">The Biden administration’s rule “threatens to squander America’s hard-won technological advantage” by “attempting to rig market outcomes and stifle competition,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.</p><p style=\"text-align: start;\">“As the first Trump administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world — not by retreating behind a wall of government overreach,” Finkle said.</p><p>Senators Ted Cruz and Maria Cantwell, the top Republican and Democrat on the Commerce Committee, made that argument in a December letter to Raimondo.</p><p style=\"text-align: start;\">“Such draconian restrictions would severely hinder the sale of US technology abroad and risk driving foreign buyers to Chinese competitors like Huawei,” they wrote.</p><p style=\"text-align: start;\">In a statement last week, ahead of the rule’s official publication, Cruz said that he would consider “every tool” — including the Congressional Review Act — to protect American industry from “unnecessary overreach.” The CRA allows Congress to overturn certain rules by executive agencies.</p><p style=\"text-align: start;\">Other lawmakers — including the bipartisan leaders of the House China Select Committee — favor the Biden administration’s approach. Jimmy Goodrich, senior adviser to RAND for technology analysis, said Chinese AI chips aren’t globally competitive for now.</p><p style=\"text-align: start;\">“Due to export controls, China has been unable to produce a sufficient quantity of AI chips even for its own domestic demand, and even then, they are at least one to two generations inferior to American chips,” he said.</p><p style=\"text-align: start;\">Additionally, the rules establish export controls on so-called closed model weights for the first time. They control how AI models process data and generate responses and predictions.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>White House Unveils New Curbs on Exporting Nvidia AI Chips</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\">\nWhite House Unveils New Curbs on Exporting Nvidia AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-13 19:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","ASML":"阿斯麦","AVGO":"博通","NVDA":"英伟达","ARM":"ARM Holdings","TSM":"台积电","STM":"意法半导体","INTC":"英特尔","SMCI":"超微电脑"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110557554","content_text":"Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.Chip stocks sank on Monday.The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.“This is very hard, and no rule is perfect,” she said. “Managing the national security risks requires delicate tradeoffs that take all of this into account.”China’s growing technological prowess has spurred concern in the US. The move to curb the sale of AI chips used in data centers on both a country and company basis has the goal of concentrating artificial intelligence development in friendly nations and getting businesses around the world to align with American standards, Bloomberg News previously reported. The Biden team discussed the measures with its successors, and one US official said export controls have largely been a bipartisan national security priority.Similar to the rules for importing countries, companies in the US and nearly 20 allied countries can agree to US government standards and win permission to ship to the restricted nations.To get that approval, they’ll have to keep the majority of their computing power in friendly territories. The approval would not extend to data centers in China, Russia, Macau and some 20 other locations for which the US has an arms embargo. The US has effectively banned AI chip shipments to those places.The goal of the measures, which companies such as Nvidia and Oracle Corp. have warned could be catastrophic for the US tech industry, is to ensure that the global development of AI aligns with American standards and relies on US — not Chinese — technology.Gina Raimondo“It ensures that the infrastructure for training frontier AI, the most exquisite AI systems at the frontier, happens either in America or in the jurisdictions of our closest allies, and that that capacity does not get offshored like chips and batteries and other industries that we’ve had to invest hundreds of billion dollars to bring back onshore,” National Security Advisor Jake Sullivan told reporters.But companies and key lawmakers have warned that the restrictions could actually drive customers toward products from Chinese companies, including the blacklisted Huawei Technologies Co., if they are unable to purchase preferred American offerings or if the associated security requirements are too onerous.Nvidia Sees ‘Overreach’The Biden administration’s rule “threatens to squander America’s hard-won technological advantage” by “attempting to rig market outcomes and stifle competition,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.“As the first Trump administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world — not by retreating behind a wall of government overreach,” Finkle said.Senators Ted Cruz and Maria Cantwell, the top Republican and Democrat on the Commerce Committee, made that argument in a December letter to Raimondo.“Such draconian restrictions would severely hinder the sale of US technology abroad and risk driving foreign buyers to Chinese competitors like Huawei,” they wrote.In a statement last week, ahead of the rule’s official publication, Cruz said that he would consider “every tool” — including the Congressional Review Act — to protect American industry from “unnecessary overreach.” The CRA allows Congress to overturn certain rules by executive agencies.Other lawmakers — including the bipartisan leaders of the House China Select Committee — favor the Biden administration’s approach. Jimmy Goodrich, senior adviser to RAND for technology analysis, said Chinese AI chips aren’t globally competitive for now.“Due to export controls, China has been unable to produce a sufficient quantity of AI chips even for its own domestic demand, and even then, they are at least one to two generations inferior to American chips,” he said.Additionally, the rules establish export controls on so-called closed model weights for the first time. They control how AI models process data and generate responses and predictions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377330251894912,"gmtCreate":1733150068739,"gmtModify":1733150072982,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Time to fly again....","listText":"Time to fly again....","text":"Time to fly again....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377330251894912","repostId":"2488748126","repostType":2,"repost":{"id":"2488748126","kind":"live","pubTimestamp":1733148669,"share":"https://ttm.financial/m/news/2488748126?lang=&edition=fundamental","pubTime":"2024-12-02 22:11","market":"us","language":"en","title":"Super Micro to Name New CFO, Says No Evidence of Misconduct","url":"https://stock-news.laohu8.com/highlight/detail?id=2488748126","media":"Bloomberg","summary":"Super Micro Computer Inc. said an external review of its business by a special committee of its boar","content":"<html><head></head><body><p>Super Micro Computer Inc. said an external review of its business by a special committee of its board and external counsel found no evidence of wrongdoing and that the company will appoint new top financial leadership.</p><p>Super Micro shares surges 16% Premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4529c3ac787a5cd0f639ac27ac3fe60f\" title=\"\" tg-width=\"792\" tg-height=\"831\"/></p><p>The company is looking for a new chief financial officer, chief compliance officer, and general counsel, it said in a statement Monday. Kenneth Cheung, formerly vice president of finance, will be the company’s new chief accounting officer.</p><p style=\"text-align: start;\">Its been a tumultuous year for Super Micro. The maker of high-powered servers missed an August deadline to file its annual financial report and its auditor, Ernst &amp; Young LLP, resigned in October, citing concerns about the company’s governance and transparency. Super Micro is also facing a US Department of Justice probe following a damaging report from short seller Hindenburg Research.</p><p style=\"text-align: start;\">The review was completed by a special committee of its board alongside more than 50 attorneys from law firm Cooley LLP and a team from forensic accounting firm Secretariat Advisors, Super Micro said in the statement.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro to Name New CFO, Says No Evidence of Misconduct</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\">\nSuper Micro to Name New CFO, Says No Evidence of Misconduct\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-02 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-02/super-micro-special-committee-finds-no-evidence-of-misconduct><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer Inc. said an external review of its business by a special committee of its board and external counsel found no evidence of wrongdoing and that the company will appoint new top ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-02/super-micro-special-committee-finds-no-evidence-of-misconduct\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4588":"碎股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCI":"超微电脑","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-02/super-micro-special-committee-finds-no-evidence-of-misconduct","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488748126","content_text":"Super Micro Computer Inc. said an external review of its business by a special committee of its board and external counsel found no evidence of wrongdoing and that the company will appoint new top financial leadership.Super Micro shares surges 16% Premarket.The company is looking for a new chief financial officer, chief compliance officer, and general counsel, it said in a statement Monday. Kenneth Cheung, formerly vice president of finance, will be the company’s new chief accounting officer.Its been a tumultuous year for Super Micro. The maker of high-powered servers missed an August deadline to file its annual financial report and its auditor, Ernst & Young LLP, resigned in October, citing concerns about the company’s governance and transparency. Super Micro is also facing a US Department of Justice probe following a damaging report from short seller Hindenburg Research.The review was completed by a special committee of its board alongside more than 50 attorneys from law firm Cooley LLP and a team from forensic accounting firm Secretariat Advisors, Super Micro said in the statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376496861188152,"gmtCreate":1732960931788,"gmtModify":1732960935866,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"You double , I triple&nbsp;","listText":"You double , I triple&nbsp;","text":"You double , I triple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376496861188152","repostId":"1154285819","repostType":2,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352503567298648,"gmtCreate":1727100417507,"gmtModify":1727100421355,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"When&nbsp;Blackwell starts shipping everyone would say :&nbsp;I should have bought in Q3","listText":"When&nbsp;Blackwell starts shipping everyone would say :&nbsp;I should have bought in Q3","text":"When Blackwell starts shipping everyone would say : I should have bought in Q3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/352503567298648","repostId":"2469159203","repostType":2,"repost":{"id":"2469159203","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727100000,"share":"https://ttm.financial/m/news/2469159203?lang=&edition=fundamental","pubTime":"2024-09-23 22:00","market":"us","language":"en","title":"Nvidia Stock Is in a Slump. What Tesla Can Tell Us","url":"https://stock-news.laohu8.com/highlight/detail?id=2469159203","media":"Dow Jones","summary":"Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record cl","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia stock has dropped over the past few months. Investors should hang on—tight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dda786b16f5399963a20d060f614c4ce\" alt=\"Nvidia stock has seen exponential gains in recent years.\" title=\"Nvidia stock has seen exponential gains in recent years.\" tg-width=\"954\" tg-height=\"631\"/><span>Nvidia stock has seen exponential gains in recent years.</span></p><p style=\"text-align: start;\">Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&amp;P 500 were up 0.2%—remains up just about tenfold over the past five years. </p><p>But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.</p><p>A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. </p><p>That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.</p><p>The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.</p><p style=\"text-align: start;\">Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.</p><p style=\"text-align: start;\">That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. </p><p style=\"text-align: start;\">Maybe Nvidia has a similar future. Just hold on for the long-term.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Is in a Slump. What Tesla Can Tell Us</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Is in a Slump. What Tesla Can Tell Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-23 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nvidia stock has dropped over the past few months. Investors should hang on—tight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dda786b16f5399963a20d060f614c4ce\" alt=\"Nvidia stock has seen exponential gains in recent years.\" title=\"Nvidia stock has seen exponential gains in recent years.\" tg-width=\"954\" tg-height=\"631\"/><span>Nvidia stock has seen exponential gains in recent years.</span></p><p style=\"text-align: start;\">Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&amp;P 500 were up 0.2%—remains up just about tenfold over the past five years. </p><p>But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.</p><p>A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. </p><p>That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.</p><p>The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.</p><p style=\"text-align: start;\">Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.</p><p style=\"text-align: start;\">That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. </p><p style=\"text-align: start;\">Maybe Nvidia has a similar future. Just hold on for the long-term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","NVDA":"英伟达","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823414478.USD":"法巴经典能源转换基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4567":"ESG概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4592":"伊斯兰概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469159203","content_text":"Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. Maybe Nvidia has a similar future. Just hold on for the long-term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346585977221312,"gmtCreate":1725645045657,"gmtModify":1725645049688,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Whatever your fair value is irrelevant. Marketsentiment is bad , all selling . You can boost, good luck","listText":"Whatever your fair value is irrelevant. Marketsentiment is bad , all selling . You can boost, good luck","text":"Whatever your fair value is irrelevant. Marketsentiment is bad , all selling . You can boost, good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346585977221312","repostId":"2465616544","repostType":2,"repost":{"id":"2465616544","kind":"highlight","pubTimestamp":1725636965,"share":"https://ttm.financial/m/news/2465616544?lang=&edition=fundamental","pubTime":"2024-09-06 23:36","market":"us","language":"en","title":"Google: Boosting My Stake In This Big Tech Bargain Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2465616544","media":"seekingalpha","summary":"Since my previous buy rating, shares of Google have slumped due to regulatory concerns.The tech giant's revenue and diluted EPS surged higher in Q2.Google's net cash and marketable securities balance ","content":"<html><head></head><body><ul style=\"\"><li><p>Since my previous buy rating, shares of Google have slumped due to regulatory concerns.</p></li><li><p>The tech giant&#39;s revenue and diluted EPS surged higher in Q2.</p></li><li><p>Google&#39;s net cash and marketable securities balance is nearly $100 billion.</p></li><li><p>Shares are trading at a 25% discount to my fair value estimate.</p></li><li><p>Google could be set up to deliver 60% cumulative total returns through 2026.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83986253810705267bbca929658b8dce\" tg-width=\"750\" tg-height=\"500\"/></p><p>A shot of Google&#39;s headquarters in Mountain View, California.</p><p>JHVEPhoto</p><p></p><p>In the investing universe, there are hundreds of stocks that I consider to be worthwhile for further research/possibly owning. At any time, this means that there are dozens of grossly overvalued stocks, dozens more fairly valued stocks, and dozens more priced at bargains.</p><p>Occasionally, I&#39;ll cover a stock in the former category and provide my fair value to give an idea of where I&#39;d be buying. Since my focus as an analyst is to generate alpha, though, I tend to focus on those that fit into the latter two categories more often.</p><p>Google (NASDAQ:GOOGL)(GOOG) is one stock that I would argue qualifies for the bargain designation. When I last covered Google with a buy rating in June, I liked the consistency of its double beats. The prospects of continued improvements in YouTube Shorts monetization and continued momentum in Google Cloud were additional pluses. On the dividend front, Google&#39;s starting payout ratio was low enough to give it a lengthy runway for future payout growth. Finally, the valuation was appealing enough to justify a buy rating.</p><p>Today, I&#39;m upgrading Google to a strong buy rating. The company once again exceeded analysts&#39; expectations, posting a double beat. Cloud crossed two major milestones in the second quarter and has more room for growth. Google&#39;s net cash position is monstrous. Lastly, the sell-off has made the value proposition too good to pass up.</p><h3 id=\"id_2750429010\">Google Is Operationally Thriving</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d627f1febba55235baa6cae7f010020a\" tg-width=\"640\" tg-height=\"357\"/></p><p>Google Q2 2024 Earnings Press Release</p><p></p><p>When Google released its second-quarter results on July 31st, it didn&#39;t disappoint. The company&#39;s total revenue climbed 13.6% higher year-over-year to $84.7 billion in the quarter. This was thanks to a 6% growth rate in paid clicks and a 7% improvement in cost-per-click. That revenue figure exceeded the Seeking Alpha analyst consensus for the quarter by $445 million.</p><p>Growth in every aspect of the business besides the Google Network (a 5.2% decline to $7.4 billion from reduced AdMob revenue) was to credit for this topline growth.</p><p>The bulk of the growth was driven by Google Search. Google Search&#39;s revenue rose by 13.8% over the year-ago period to $48.5 billion during the second quarter. This was the result of advertiser spending growth, ad formats and delivery improvements, and mobile user adoption driving increased search queries.</p><p>YouTube ads revenue increased by 13% year-over-year to $8.7 billion in the second quarter. Increased advertising spending drove the growth of its direct-response advertising products.</p><p>Google subscriptions revenue rose by 14.4% over the year-ago period to $9.3 billion for the second quarter. Paid subscriber growth of services like YouTube TV and YouTube Music fueled this topline growth.</p><p>Lastly, Google Cloud&#39;s revenue surged 28.8% year-over-year to $10.3 billion during the second quarter. Continued adoption of the Google Cloud Platform and Google Workspace offerings pushed quarterly revenue past $10 billion for the first time. Additionally, operating profit passed $1 billion for the first time per CEO Sundar Pichai&#39;s opening remarks during the Q2 2024 Earnings Call.</p><p>Google&#39;s diluted EPS soared 31.3% over the year-ago period to $1.89 in the second quarter. This came in at $0.04 ahead of Seeking Alpha&#39;s analyst consensus for the period. As a result of disciplined cost management, the company&#39;s total costs only increased by 8.6% year-over-year to $57.3 billion during the quarter.</p><p>This helped Google&#39;s net profit margin expand by over 220 basis points to 27.9% in the second quarter. That is how diluted EPS growth outpaced revenue growth for the quarter.</p><p>For 2024, the FAST Graphs analyst consensus for diluted EPS is in line with recent growth. The figure of $7.65 would represent a 31.9% growth rate over the 2023 base of $5.80.</p><p>In the years ahead, the growth outlook remains firmly in the double-digits. For 2025, diluted EPS is expected to rise by 13.1% to $8.65. In 2026, another 15.5% growth in diluted EPS to $9.99 is currently being projected.</p><p>Chief Business Officer Philipp Schindler noted in his opening remarks that YouTube Shorts monetization improved again in the second quarter. Since this was just launched in the fourth quarter of last year, it&#39;s reasonable to expect that improvements will continue in the quarters ahead. That can help to drive growth for Google beyond this year.</p><p>Another factor that bodes well for the company is continued Cloud growth. As I outlined in my prior article, the majority of Gen AI startups and Gen AI unicorns are Google Cloud customers. So, startups <em>and</em> established businesses alike are turning to Google Cloud. This should only continue in the quarters ahead and be a growth tailwind for Google.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed2415c685cb2de54b5947e0ce83861a\" tg-width=\"640\" tg-height=\"610\"/></p><p>Google Q2 2024 Earnings Press Release</p><p></p><p>Turning my attention to Google&#39;s balance sheet, the company&#39;s financial health is immaculate. As of June 30, it carried a net cash and cash equivalents and marketable securities balance of $97.7 billion. This sizable net cash position coupled with Google&#39;s immense free cash flow is the basis for the AA+ credit rating from S&amp;P on a stable outlook (unless otherwise sourced or hyperlinked, all details in this subhead were according to Google&#39;s Q2 2024 Earnings Press Release and Google&#39;s Q2 2024 10-Q Filing).</p><h3 id=\"id_4193056817\">Fair Value Is Approaching $210 A Share</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a326b40e696df3bd1a1d7064a3a1d1fd\" tg-width=\"640\" tg-height=\"326\"/></p><p>FAST Graphs, FactSet</p><p></p><p>Less favorable market sentiment toward Google has led shares 15% lower since my previous article. By comparison, the S&amp;P 500 index (SP500) was flat.</p><p>This correction has pushed Google&#39;s current-year P/E ratio to just 20.5. That&#39;s considerably less than the 10-year average P/E ratio of 25 per FAST Graphs.</p><p>Such a valuation would lead one to believe that Google&#39;s fundamentals have materially weakened. This doesn&#39;t appear to be the case, however. The company&#39;s annual forward diluted EPS growth outlook of 16.2% is about the same as the 10-year average of 18.5%.</p><p>For my money, this supports the case that a reasonable fair value multiple remains around 25.</p><p>The calendar year 2024 is going to be 69% behind us in just a few days. This means that the vast majority (69%) of my diluted EPS input is being influenced by 2025 FAST Graphs analyst estimates. The remaining 31% is impacted by the 2024 FAST Graphs analyst consensus. That produces a forward 12-month diluted EPS input of $8.34.</p><p>Keep in mind from my prior articles that Google usually beats the analyst consensus, so this could even be slightly conservative.</p><p>Applying a valuation multiple of 25 to this diluted EPS input, I get a fair value of $209 a share. Compared to the current $156 share price, this equates to a 25% discount to fair value. If Google reverts to fair value and matches the growth consensus, it could post 60% cumulative total returns by the end of 2026.</p><h3 id=\"id_4294895434\">Outsized Dividend Growth Is On The Way</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2698508ba9183125dc6c982e370a32a\" tg-width=\"640\" tg-height=\"164\"/></p><p>The Dividend Kings&#39; Zen Research Terminal</p><p></p><p>Google&#39;s 0.5% dividend yield is so modest that many people may write it off altogether. Since everybody has different investing timeframes and objectives, that&#39;s fine. For me, though, Google is one of the most obvious buys on the market right now for my compounding-oriented investing goals.</p><p>If the double-digit annual diluted EPS growth itself wasn&#39;t convincing enough, the company has another trick up its sleeve: A very low starting payout ratio. Applying a full year of its current dividend to 2024 (the dividend began to be paid in Q2), Google&#39;s payout ratio would be just under 11%.</p><p>For context, that&#39;s a fraction of the 60% EPS payout ratio that rating agencies like to see from the industry per The Dividend Kings&#39; Zen Research Terminal.</p><p>Even with Google nearly doubling capex in the six months ended 2024 to make AI investments (versus 2023), it generated $30.3 billion in free cash flow. Had the same dividend been paid in Q1, this would have been a free cash flow payout ratio of approximately 16%.</p><p>These are payout ratios that could easily allow for the company to remain aggressive with capex, share buybacks ($31.4 billion in H1 2024), and dividend raises. That&#39;s why I continue to think that 15% to 20% annual dividend growth will be the norm for the foreseeable future.</p><p>Google hasn&#39;t made any dividend boosts official yet. My best guess as to when this will happen is late next April. This would represent the fifth quarterly dividend announced by Google. As is customary, high-quality dividend growth stocks tend to announce a dividend hike after the same dividend amount for four consecutive announcements.</p><h3 id=\"id_3663853496\">Risks To Consider</h3><p>Google is a world-class business, but there are risk factors that could present threats to the long-term investment thesis.</p><p>Last month, Google lost its antitrust lawsuit to the U.S. Department of Justice over search. At issue is the $26 billion annually that the company paid to Apple, Samsung, and the like for the default search engine to be Google on smartphones.</p><p>The government is arguing that these payments stymied competition by limiting competitors from building up their search engines enough to be competitive. Google maintains that it&#39;s the best search engine and that default search engine placement is merely the result of its superiority in the marketplace.</p><p>The company plans to appeal this decision. It will be worth watching the outcome of this case. But with Google&#39;s valuation currently trading two standard deviations below its 10-year average, I firmly believe even a worst-case outcome is already priced into the stock.</p><p>Another risk to the company that I previously noted was the majority voting power of its founding duo, Larry Page and Sergey Brin. An investment in Google ultimately remains a bet that the vision of these two and Sundar Pichai&#39;s leadership will lead the company into an equally bright future. If that doesn&#39;t happen, Google&#39;s fundamentals could be adversely impacted.</p><h3 id=\"id_1788039325\">Summary: A No-Brainer Priority For My Portfolio</h3><p>After boosting my position in Google by 15% earlier today, the company now accounts for 2.5% of my portfolio. Behind Broadcom&#39;s (AVGO) 4.3% weight, it is my portfolio&#39;s second-biggest holding.</p><p>This is still underweight versus the 3.7% weighting in the S&amp;P 500. But I&#39;m planning to boost this position further in the weeks and months ahead. The company&#39;s growth prospects remain admirable. Google&#39;s balance sheet is immensely impressive. The cherry on top is that shares are priced at a bargain valuation. That&#39;s why I&#39;m upgrading Google to a strong buy for now.</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>Google: Boosting My Stake In This Big Tech Bargain Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\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\">\nGoogle: Boosting My Stake In This Big Tech Bargain Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-06 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719203-google-boosting-my-stake-in-this-big-tech-bargain-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since my previous buy rating, shares of Google have slumped due to regulatory concerns.The tech giant's revenue and diluted EPS surged higher in Q2.Google's net cash and marketable securities balance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4719203-google-boosting-my-stake-in-this-big-tech-bargain-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4538":"云计算","BK4077":"互动媒体与服务","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GOOGL":"谷歌A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4551":"寇图资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4512":"苹果概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GOOG":"谷歌","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4515":"5G概念","BK4554":"元宇宙及AR概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4534":"瑞士信贷持仓","BK4576":"AR","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4719203-google-boosting-my-stake-in-this-big-tech-bargain-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465616544","content_text":"Since my previous buy rating, shares of Google have slumped due to regulatory concerns.The tech giant's revenue and diluted EPS surged higher in Q2.Google's net cash and marketable securities balance is nearly $100 billion.Shares are trading at a 25% discount to my fair value estimate.Google could be set up to deliver 60% cumulative total returns through 2026.A shot of Google's headquarters in Mountain View, California.JHVEPhotoIn the investing universe, there are hundreds of stocks that I consider to be worthwhile for further research/possibly owning. At any time, this means that there are dozens of grossly overvalued stocks, dozens more fairly valued stocks, and dozens more priced at bargains.Occasionally, I'll cover a stock in the former category and provide my fair value to give an idea of where I'd be buying. Since my focus as an analyst is to generate alpha, though, I tend to focus on those that fit into the latter two categories more often.Google (NASDAQ:GOOGL)(GOOG) is one stock that I would argue qualifies for the bargain designation. When I last covered Google with a buy rating in June, I liked the consistency of its double beats. The prospects of continued improvements in YouTube Shorts monetization and continued momentum in Google Cloud were additional pluses. On the dividend front, Google's starting payout ratio was low enough to give it a lengthy runway for future payout growth. Finally, the valuation was appealing enough to justify a buy rating.Today, I'm upgrading Google to a strong buy rating. The company once again exceeded analysts' expectations, posting a double beat. Cloud crossed two major milestones in the second quarter and has more room for growth. Google's net cash position is monstrous. Lastly, the sell-off has made the value proposition too good to pass up.Google Is Operationally ThrivingGoogle Q2 2024 Earnings Press ReleaseWhen Google released its second-quarter results on July 31st, it didn't disappoint. The company's total revenue climbed 13.6% higher year-over-year to $84.7 billion in the quarter. This was thanks to a 6% growth rate in paid clicks and a 7% improvement in cost-per-click. That revenue figure exceeded the Seeking Alpha analyst consensus for the quarter by $445 million.Growth in every aspect of the business besides the Google Network (a 5.2% decline to $7.4 billion from reduced AdMob revenue) was to credit for this topline growth.The bulk of the growth was driven by Google Search. Google Search's revenue rose by 13.8% over the year-ago period to $48.5 billion during the second quarter. This was the result of advertiser spending growth, ad formats and delivery improvements, and mobile user adoption driving increased search queries.YouTube ads revenue increased by 13% year-over-year to $8.7 billion in the second quarter. Increased advertising spending drove the growth of its direct-response advertising products.Google subscriptions revenue rose by 14.4% over the year-ago period to $9.3 billion for the second quarter. Paid subscriber growth of services like YouTube TV and YouTube Music fueled this topline growth.Lastly, Google Cloud's revenue surged 28.8% year-over-year to $10.3 billion during the second quarter. Continued adoption of the Google Cloud Platform and Google Workspace offerings pushed quarterly revenue past $10 billion for the first time. Additionally, operating profit passed $1 billion for the first time per CEO Sundar Pichai's opening remarks during the Q2 2024 Earnings Call.Google's diluted EPS soared 31.3% over the year-ago period to $1.89 in the second quarter. This came in at $0.04 ahead of Seeking Alpha's analyst consensus for the period. As a result of disciplined cost management, the company's total costs only increased by 8.6% year-over-year to $57.3 billion during the quarter.This helped Google's net profit margin expand by over 220 basis points to 27.9% in the second quarter. That is how diluted EPS growth outpaced revenue growth for the quarter.For 2024, the FAST Graphs analyst consensus for diluted EPS is in line with recent growth. The figure of $7.65 would represent a 31.9% growth rate over the 2023 base of $5.80.In the years ahead, the growth outlook remains firmly in the double-digits. For 2025, diluted EPS is expected to rise by 13.1% to $8.65. In 2026, another 15.5% growth in diluted EPS to $9.99 is currently being projected.Chief Business Officer Philipp Schindler noted in his opening remarks that YouTube Shorts monetization improved again in the second quarter. Since this was just launched in the fourth quarter of last year, it's reasonable to expect that improvements will continue in the quarters ahead. That can help to drive growth for Google beyond this year.Another factor that bodes well for the company is continued Cloud growth. As I outlined in my prior article, the majority of Gen AI startups and Gen AI unicorns are Google Cloud customers. So, startups and established businesses alike are turning to Google Cloud. This should only continue in the quarters ahead and be a growth tailwind for Google.Google Q2 2024 Earnings Press ReleaseTurning my attention to Google's balance sheet, the company's financial health is immaculate. As of June 30, it carried a net cash and cash equivalents and marketable securities balance of $97.7 billion. This sizable net cash position coupled with Google's immense free cash flow is the basis for the AA+ credit rating from S&P on a stable outlook (unless otherwise sourced or hyperlinked, all details in this subhead were according to Google's Q2 2024 Earnings Press Release and Google's Q2 2024 10-Q Filing).Fair Value Is Approaching $210 A ShareFAST Graphs, FactSetLess favorable market sentiment toward Google has led shares 15% lower since my previous article. By comparison, the S&P 500 index (SP500) was flat.This correction has pushed Google's current-year P/E ratio to just 20.5. That's considerably less than the 10-year average P/E ratio of 25 per FAST Graphs.Such a valuation would lead one to believe that Google's fundamentals have materially weakened. This doesn't appear to be the case, however. The company's annual forward diluted EPS growth outlook of 16.2% is about the same as the 10-year average of 18.5%.For my money, this supports the case that a reasonable fair value multiple remains around 25.The calendar year 2024 is going to be 69% behind us in just a few days. This means that the vast majority (69%) of my diluted EPS input is being influenced by 2025 FAST Graphs analyst estimates. The remaining 31% is impacted by the 2024 FAST Graphs analyst consensus. That produces a forward 12-month diluted EPS input of $8.34.Keep in mind from my prior articles that Google usually beats the analyst consensus, so this could even be slightly conservative.Applying a valuation multiple of 25 to this diluted EPS input, I get a fair value of $209 a share. Compared to the current $156 share price, this equates to a 25% discount to fair value. If Google reverts to fair value and matches the growth consensus, it could post 60% cumulative total returns by the end of 2026.Outsized Dividend Growth Is On The WayThe Dividend Kings' Zen Research TerminalGoogle's 0.5% dividend yield is so modest that many people may write it off altogether. Since everybody has different investing timeframes and objectives, that's fine. For me, though, Google is one of the most obvious buys on the market right now for my compounding-oriented investing goals.If the double-digit annual diluted EPS growth itself wasn't convincing enough, the company has another trick up its sleeve: A very low starting payout ratio. Applying a full year of its current dividend to 2024 (the dividend began to be paid in Q2), Google's payout ratio would be just under 11%.For context, that's a fraction of the 60% EPS payout ratio that rating agencies like to see from the industry per The Dividend Kings' Zen Research Terminal.Even with Google nearly doubling capex in the six months ended 2024 to make AI investments (versus 2023), it generated $30.3 billion in free cash flow. Had the same dividend been paid in Q1, this would have been a free cash flow payout ratio of approximately 16%.These are payout ratios that could easily allow for the company to remain aggressive with capex, share buybacks ($31.4 billion in H1 2024), and dividend raises. That's why I continue to think that 15% to 20% annual dividend growth will be the norm for the foreseeable future.Google hasn't made any dividend boosts official yet. My best guess as to when this will happen is late next April. This would represent the fifth quarterly dividend announced by Google. As is customary, high-quality dividend growth stocks tend to announce a dividend hike after the same dividend amount for four consecutive announcements.Risks To ConsiderGoogle is a world-class business, but there are risk factors that could present threats to the long-term investment thesis.Last month, Google lost its antitrust lawsuit to the U.S. Department of Justice over search. At issue is the $26 billion annually that the company paid to Apple, Samsung, and the like for the default search engine to be Google on smartphones.The government is arguing that these payments stymied competition by limiting competitors from building up their search engines enough to be competitive. Google maintains that it's the best search engine and that default search engine placement is merely the result of its superiority in the marketplace.The company plans to appeal this decision. It will be worth watching the outcome of this case. But with Google's valuation currently trading two standard deviations below its 10-year average, I firmly believe even a worst-case outcome is already priced into the stock.Another risk to the company that I previously noted was the majority voting power of its founding duo, Larry Page and Sergey Brin. An investment in Google ultimately remains a bet that the vision of these two and Sundar Pichai's leadership will lead the company into an equally bright future. If that doesn't happen, Google's fundamentals could be adversely impacted.Summary: A No-Brainer Priority For My PortfolioAfter boosting my position in Google by 15% earlier today, the company now accounts for 2.5% of my portfolio. Behind Broadcom's (AVGO) 4.3% weight, it is my portfolio's second-biggest holding.This is still underweight versus the 3.7% weighting in the S&P 500. But I'm planning to boost this position further in the weeks and months ahead. The company's growth prospects remain admirable. Google's balance sheet is immensely impressive. The cherry on top is that shares are priced at a bargain valuation. That's why I'm upgrading Google to a strong buy for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320072234557456,"gmtCreate":1719129682113,"gmtModify":1719129688068,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Tesla will go bust","listText":"Tesla will go bust","text":"Tesla will go bust","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320072234557456","repostId":"2445911746","repostType":2,"repost":{"id":"2445911746","kind":"highlight","pubTimestamp":1719108000,"share":"https://ttm.financial/m/news/2445911746?lang=&edition=fundamental","pubTime":"2024-06-23 10:00","market":"us","language":"en","title":"Tesla Stock: 2 Catalysts That Indicate a Turnaround","url":"https://stock-news.laohu8.com/highlight/detail?id=2445911746","media":"Yahoo Finance","summary":"Tesla (NASDAQ:TSLA) stock has performed poorly over the past 12 months due to several factors, ranging from strong competition in the EV space to CEO Elon Musk’s distractions from the company, all exa","content":"<html><head></head><body><p>Tesla stock has performed poorly over the past 12 months due to several factors, ranging from strong competition in the EV space to CEO Elon Musk’s distractions from the company, all exacerbated by valuation concerns. However, I believe two short-term catalysts could indicate that Tesla has hit bottom, so I am bullish on the company’s turnaround prospects today.</p><p>In this article, I will detail these catalysts and explain why they may justify the company’s current premium valuation.</p><h2 id=\"id_623618156\">The Robotaxi Potential</h2><p>During Tesla’s shareholder meeting, Elon Musk elaborated on its Robotaxi plans, providing significant insights for Tesla stock investors. Musk explained Tesla’s business model for the Robotaxi service, comparing it to a blend of Airbnb and Uber. This model consists of two main components:</p><ol start=\"1\" style=\"\"><li><p>Tesla will own and operate a fleet of cars. When a user reserves a ride in one of these vehicles, the payment goes directly to Tesla.</p></li><li><p>Additionally, a significant number of robotaxis will be owned by private individuals. These privately-owned vehicles will also be available for reservation, and the payments for these rides will go to the vehicle owners. This setup allows for flexibility, as owners might offer rides for free to family members or friends.</p></li></ol><p>This dual-ownership model aims to maximize the availability and utilization of Robotaxis, leveraging both Tesla’s fleet and privately owned vehicles to meet demand.</p><p>One of the primary challenges Tesla faces is overcoming regulatory hurdles to get its self-driving cars on the roads globally. There are already a few states in the U.S. with autonomous vehicle laws and driverless cars operating in cities like San Francisco and Las Vegas. These existing autonomous cars are paving the way for broader regulatory approval in the U.S., which Tesla believes will facilitate its entry into these markets.</p><p>Elon Musk has noted that it is beneficial for Tesla that other autonomous car companies are cutting through the regulatory jungle. These companies’ operations and data collection in challenging areas help Tesla by providing insights and easing the path for its vehicles. Interestingly, unlike in other areas where Tesla prefers to lead, Tesla is comfortable not being the first mover in this scenario. Tesla remains confident that its technology will be superior once fully operational.</p><p>On August 8, Tesla will unveil its Robotaxi service. According to Wedbush’s Dan Ives, a long-term Tesla bull, this day will mark a historical event as the company reveals its broader strategy. Ives believes that the market will witness the execution of this strategy alongside the launch of a sub-$30,000 vehicle. He suggests that the bottom for Tesla is in and argues that betting against Elon Musk is the wrong call, considering Tesla’s extensive installed base and deep involvement in AI.</p><p>From my perspective, valuing Tesla solely as an electric vehicle manufacturer doesn’t fully capture its worth, especially given its valuation, which far surpasses that of traditional car companies. The prospect of the Robotaxi service is unprecedented. This disruptive technology, though intangible, stands out as a compelling reason for investors to find Tesla’s premium valuation of 74x forward price-to-earnings (P/E) ratio appealing.</p><h2 id=\"id_2311261959\">Tesla’s Leader Is Re-Engaged</h2><p>In recent years, concerns have arisen about Elon Musk’s ability to focus on Tesla, given his involvement in multiple ventures such as SpaceX, Neuralink, and others. Critics argue that Tesla requires a dedicated leader, and Musk’s divided attention could potentially harm the company’s success.</p><p>However, Elon Musk is deeply intertwined with Tesla, embodying its vision and driving innovation. Despite his busy schedule, recent developments indicate a renewed focus on Tesla. This “old school” Musk appears revitalized, especially in light of recent votes of confidence from shareholders.</p><p>During the recent Tesla shareholder meeting, shareholders re-approved CEO Elon Musk’s $56 billion compensation plan, highlighting their strong support for Musk’s leadership at the company. However, the vote still requires formal legal approval, and its certainty remains uncertain, potentially leading to months of litigation. Earlier this year, the compensation plan encountered challenges in Delaware, where it was described as “deeply flawed.”</p><p>The uncertainty surrounding the approval of this plan had a notable impact on Tesla’s stock, reflecting concerns about the company’s leadership. Now, with a clearer indication that Musk will continue to lead Tesla with increased focus and energy, Morgan Stanley analyst Adam Jonas believes, and I concur, that there is potential for the company to unify strategies across Elon Musk’s ventures, including xAI and the social media platform X.</p><h2 id=\"id_999189294\">Is TSLA Stock a Buy, According to Analysts?</h2><p>The consensus on Wall Street regarding TSLA reveals analysts are sitting on the fence with a Hold rating. Out of 33 analysts, 10 are Bullish, nine are bearish, and 14 are neutral. The average Tesla stock price target is $176.96, indicating a potential downside of 3.3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5b8a70892bbdaeb78bd415a582ed93d\" title=\"\" tg-width=\"1024\" tg-height=\"348\"/></p><h2 id=\"id_2149103204\">The Bottom Line</h2><p>Although bearish momentum still prevails over TSLA due to its potentially stretched valuation based on ambitious future projections, I believe that the unveiling of the Robotaxi execution plans could justify TSLA’s valuation. Additionally, resolving concerns over Elon Musk’s leadership may mark a transition from bearish to bullish momentum for the world’s largest EV company.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: 2 Catalysts That Indicate a Turnaround</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: 2 Catalysts That Indicate a Turnaround\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-23 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-stock-nasdaq-tsla-2-070629550.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has performed poorly over the past 12 months due to several factors, ranging from strong competition in the EV space to CEO Elon Musk’s distractions from the company, all exacerbated by ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-nasdaq-tsla-2-070629550.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLA":"特斯拉","LU0823411888.USD":"法巴消费创新基金 Cap","BK4511":"特斯拉概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4112":"金融交易所和数据","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://finance.yahoo.com/news/tesla-stock-nasdaq-tsla-2-070629550.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2445911746","content_text":"Tesla stock has performed poorly over the past 12 months due to several factors, ranging from strong competition in the EV space to CEO Elon Musk’s distractions from the company, all exacerbated by valuation concerns. However, I believe two short-term catalysts could indicate that Tesla has hit bottom, so I am bullish on the company’s turnaround prospects today.In this article, I will detail these catalysts and explain why they may justify the company’s current premium valuation.The Robotaxi PotentialDuring Tesla’s shareholder meeting, Elon Musk elaborated on its Robotaxi plans, providing significant insights for Tesla stock investors. Musk explained Tesla’s business model for the Robotaxi service, comparing it to a blend of Airbnb and Uber. This model consists of two main components:Tesla will own and operate a fleet of cars. When a user reserves a ride in one of these vehicles, the payment goes directly to Tesla.Additionally, a significant number of robotaxis will be owned by private individuals. These privately-owned vehicles will also be available for reservation, and the payments for these rides will go to the vehicle owners. This setup allows for flexibility, as owners might offer rides for free to family members or friends.This dual-ownership model aims to maximize the availability and utilization of Robotaxis, leveraging both Tesla’s fleet and privately owned vehicles to meet demand.One of the primary challenges Tesla faces is overcoming regulatory hurdles to get its self-driving cars on the roads globally. There are already a few states in the U.S. with autonomous vehicle laws and driverless cars operating in cities like San Francisco and Las Vegas. These existing autonomous cars are paving the way for broader regulatory approval in the U.S., which Tesla believes will facilitate its entry into these markets.Elon Musk has noted that it is beneficial for Tesla that other autonomous car companies are cutting through the regulatory jungle. These companies’ operations and data collection in challenging areas help Tesla by providing insights and easing the path for its vehicles. Interestingly, unlike in other areas where Tesla prefers to lead, Tesla is comfortable not being the first mover in this scenario. Tesla remains confident that its technology will be superior once fully operational.On August 8, Tesla will unveil its Robotaxi service. According to Wedbush’s Dan Ives, a long-term Tesla bull, this day will mark a historical event as the company reveals its broader strategy. Ives believes that the market will witness the execution of this strategy alongside the launch of a sub-$30,000 vehicle. He suggests that the bottom for Tesla is in and argues that betting against Elon Musk is the wrong call, considering Tesla’s extensive installed base and deep involvement in AI.From my perspective, valuing Tesla solely as an electric vehicle manufacturer doesn’t fully capture its worth, especially given its valuation, which far surpasses that of traditional car companies. The prospect of the Robotaxi service is unprecedented. This disruptive technology, though intangible, stands out as a compelling reason for investors to find Tesla’s premium valuation of 74x forward price-to-earnings (P/E) ratio appealing.Tesla’s Leader Is Re-EngagedIn recent years, concerns have arisen about Elon Musk’s ability to focus on Tesla, given his involvement in multiple ventures such as SpaceX, Neuralink, and others. Critics argue that Tesla requires a dedicated leader, and Musk’s divided attention could potentially harm the company’s success.However, Elon Musk is deeply intertwined with Tesla, embodying its vision and driving innovation. Despite his busy schedule, recent developments indicate a renewed focus on Tesla. This “old school” Musk appears revitalized, especially in light of recent votes of confidence from shareholders.During the recent Tesla shareholder meeting, shareholders re-approved CEO Elon Musk’s $56 billion compensation plan, highlighting their strong support for Musk’s leadership at the company. However, the vote still requires formal legal approval, and its certainty remains uncertain, potentially leading to months of litigation. Earlier this year, the compensation plan encountered challenges in Delaware, where it was described as “deeply flawed.”The uncertainty surrounding the approval of this plan had a notable impact on Tesla’s stock, reflecting concerns about the company’s leadership. Now, with a clearer indication that Musk will continue to lead Tesla with increased focus and energy, Morgan Stanley analyst Adam Jonas believes, and I concur, that there is potential for the company to unify strategies across Elon Musk’s ventures, including xAI and the social media platform X.Is TSLA Stock a Buy, According to Analysts?The consensus on Wall Street regarding TSLA reveals analysts are sitting on the fence with a Hold rating. Out of 33 analysts, 10 are Bullish, nine are bearish, and 14 are neutral. The average Tesla stock price target is $176.96, indicating a potential downside of 3.3%.The Bottom LineAlthough bearish momentum still prevails over TSLA due to its potentially stretched valuation based on ambitious future projections, I believe that the unveiling of the Robotaxi execution plans could justify TSLA’s valuation. Additionally, resolving concerns over Elon Musk’s leadership may mark a transition from bearish to bullish momentum for the world’s largest EV company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394229326393568,"gmtCreate":1737273766858,"gmtModify":1737274131559,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"One minute said it is a threat to National Security , another minute said he&nbsp;will save it . Cannot understand whether there is a threat or not.","listText":"One minute said it is a threat to National Security , another minute said he&nbsp;will save it . Cannot understand whether there is a threat or not.","text":"One minute said it is a threat to National Security , another minute said he will save it . Cannot understand whether there is a threat or not.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394229326393568","repostId":"2504432904","repostType":2,"repost":{"id":"2504432904","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737258332,"share":"https://ttm.financial/m/news/2504432904?lang=&edition=fundamental","pubTime":"2025-01-19 11:45","market":"us","language":"en","title":"TikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It","url":"https://stock-news.laohu8.com/highlight/detail?id=2504432904","media":"Dow Jones","summary":"TikTok started going dark for 170 million American users in an unprecedented display of the U.S.-China divide over technology and national security.The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.TikTok's disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump's inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a neg","content":"<html><head></head><body><p>TikTok went dark in the U.S. on Saturday before a federal ban on the Chinese-owned short-video app took effect, cutting off access to the platform that captivated nearly half of all Americans, fueled small businesses and shaped online culture.</p><p>&#34;A law banning TikTok has been enacted in the U.S. Unfortunately, that means you can&#39;t use TikTok for now. We are fortunate that President Trump has indicated that he will work with us on a solution to reinstate TikTok once he takes office. Please stay tuned,&#34; a message on the app said.</p><p></p><p><img src=\"https://community-static.tradeup.com/news/2f586b62039f82917676717919adb6bf\" alt=\"quality,q_80\"/></p><p>Apple and Google removed TikTok from their app stores. The Apple App Store and the Google Play store’s removal of TikTok means people in the U.S. can no longer download the popular short-form video app on their devices.</p><p>The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.</p><p>TikTok&#39;s disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump&#39;s inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.</p><p>Trump&#39;s comments were the latest in a flurry of last-minute statements that capped a yearslong saga complicated by U.S. presidential politics, conflicting geopolitical interests and the ambiguities surrounding enforcement of the law, which outlines hefty penalties for noncompliance.</p><p>Before positioning himself as TikTok&#39;s potential savior, Trump tried to ban TikTok in his first term. President Biden, who signed the bipartisan law last April, ended his term with aides saying he wouldn&#39;t enforce it on his final day in office.</p><p>TikTok and parent ByteDance have portrayed themselves as independent of China, but their ability to do any divestiture deal to satisfy the U.S. law has been constrained by Beijing. In recent days, Chinese officials have internally discussed options including allowing a trusted non-Chinese party such as Elon Musk to invest in or take control of TikTok&#39;s U.S. operations.</p><p>Potential suitors include Project Liberty, led by billionaire Frank McCourt, which said it submitted a proposal to buy TikTok&#39;s U.S. assets other than the app&#39;s algorithm. Much of ByteDance is owned by major American financial firms including BlackRock, General Atlantic and Susquehanna International Group, co-founded by Republican megadonor Jeff Yass.</p><p>The Protecting Americans from Foreign Adversary Controlled Applications Act, as it is formally called, took effect after the Supreme Court on Friday unanimously upheld it, siding with Congress&#39;s national-security concerns over the claim by the platform and its users that the ban violates the First Amendment.</p><p>The law makes it unlawful for an entity to distribute, maintain or update the app, known for its addictive short videos. TikTok planned to shut down the app protectively so that its partners, including Apple and Google&#39;s app stores and Oracle, which hosts U.S. users&#39; data, would be shielded from legal liability.</p><p>Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a negotiated resolution and that it is possible to spare TikTok while addressing the national-security concerns that drove Congress to enact it. The law allows for an extension if there is progress toward a qualified divestiture.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It</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\">\nTikTok Goes Dark for U.S. Users, While Trump Signals He Will Save It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-19 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TikTok went dark in the U.S. on Saturday before a federal ban on the Chinese-owned short-video app took effect, cutting off access to the platform that captivated nearly half of all Americans, fueled small businesses and shaped online culture.</p><p>&#34;A law banning TikTok has been enacted in the U.S. Unfortunately, that means you can&#39;t use TikTok for now. We are fortunate that President Trump has indicated that he will work with us on a solution to reinstate TikTok once he takes office. Please stay tuned,&#34; a message on the app said.</p><p></p><p><img src=\"https://community-static.tradeup.com/news/2f586b62039f82917676717919adb6bf\" alt=\"quality,q_80\"/></p><p>Apple and Google removed TikTok from their app stores. The Apple App Store and the Google Play store’s removal of TikTok means people in the U.S. can no longer download the popular short-form video app on their devices.</p><p>The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.</p><p>TikTok&#39;s disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump&#39;s inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.</p><p>Trump&#39;s comments were the latest in a flurry of last-minute statements that capped a yearslong saga complicated by U.S. presidential politics, conflicting geopolitical interests and the ambiguities surrounding enforcement of the law, which outlines hefty penalties for noncompliance.</p><p>Before positioning himself as TikTok&#39;s potential savior, Trump tried to ban TikTok in his first term. President Biden, who signed the bipartisan law last April, ended his term with aides saying he wouldn&#39;t enforce it on his final day in office.</p><p>TikTok and parent ByteDance have portrayed themselves as independent of China, but their ability to do any divestiture deal to satisfy the U.S. law has been constrained by Beijing. In recent days, Chinese officials have internally discussed options including allowing a trusted non-Chinese party such as Elon Musk to invest in or take control of TikTok&#39;s U.S. operations.</p><p>Potential suitors include Project Liberty, led by billionaire Frank McCourt, which said it submitted a proposal to buy TikTok&#39;s U.S. assets other than the app&#39;s algorithm. Much of ByteDance is owned by major American financial firms including BlackRock, General Atlantic and Susquehanna International Group, co-founded by Republican megadonor Jeff Yass.</p><p>The Protecting Americans from Foreign Adversary Controlled Applications Act, as it is formally called, took effect after the Supreme Court on Friday unanimously upheld it, siding with Congress&#39;s national-security concerns over the claim by the platform and its users that the ban violates the First Amendment.</p><p>The law makes it unlawful for an entity to distribute, maintain or update the app, known for its addictive short videos. TikTok planned to shut down the app protectively so that its partners, including Apple and Google&#39;s app stores and Oracle, which hosts U.S. users&#39; data, would be shielded from legal liability.</p><p>Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a negotiated resolution and that it is possible to spare TikTok while addressing the national-security concerns that drove Congress to enact it. The law allows for an extension if there is progress toward a qualified divestiture.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504432904","content_text":"TikTok went dark in the U.S. on Saturday before a federal ban on the Chinese-owned short-video app took effect, cutting off access to the platform that captivated nearly half of all Americans, fueled small businesses and shaped online culture.\"A law banning TikTok has been enacted in the U.S. Unfortunately, that means you can't use TikTok for now. We are fortunate that President Trump has indicated that he will work with us on a solution to reinstate TikTok once he takes office. Please stay tuned,\" a message on the app said.Apple and Google removed TikTok from their app stores. The Apple App Store and the Google Play store’s removal of TikTok means people in the U.S. can no longer download the popular short-form video app on their devices.The app started to halt service Saturday night, as a law was about to take effect requiring it to shed its Chinese ownership or close in the U.S. It marked the first time the U.S. government has compelled the closure of such a widely used app, and disrupted millions of American businesses and social-media entrepreneurs who use TikTok to connect with customers and fans.TikTok's disappearance could be brief, however. President-elect Donald Trump on Saturday said he would likely give TikTok a 90-day extension from the potential ban after he takes office Monday. TikTok Chief Executive Shou Chew is scheduled to attend Trump's inauguration, along with U.S. tech luminaries including Mark Zuckerberg, whose Meta Platforms owns TikTok rival Instagram.Trump's comments were the latest in a flurry of last-minute statements that capped a yearslong saga complicated by U.S. presidential politics, conflicting geopolitical interests and the ambiguities surrounding enforcement of the law, which outlines hefty penalties for noncompliance.Before positioning himself as TikTok's potential savior, Trump tried to ban TikTok in his first term. President Biden, who signed the bipartisan law last April, ended his term with aides saying he wouldn't enforce it on his final day in office.TikTok and parent ByteDance have portrayed themselves as independent of China, but their ability to do any divestiture deal to satisfy the U.S. law has been constrained by Beijing. In recent days, Chinese officials have internally discussed options including allowing a trusted non-Chinese party such as Elon Musk to invest in or take control of TikTok's U.S. operations.Potential suitors include Project Liberty, led by billionaire Frank McCourt, which said it submitted a proposal to buy TikTok's U.S. assets other than the app's algorithm. Much of ByteDance is owned by major American financial firms including BlackRock, General Atlantic and Susquehanna International Group, co-founded by Republican megadonor Jeff Yass.The Protecting Americans from Foreign Adversary Controlled Applications Act, as it is formally called, took effect after the Supreme Court on Friday unanimously upheld it, siding with Congress's national-security concerns over the claim by the platform and its users that the ban violates the First Amendment.The law makes it unlawful for an entity to distribute, maintain or update the app, known for its addictive short videos. TikTok planned to shut down the app protectively so that its partners, including Apple and Google's app stores and Oracle, which hosts U.S. users' data, would be shielded from legal liability.Trump had asked the Supreme Court to stop the law from taking effect, saying he wants to pursue a negotiated resolution and that it is possible to spare TikTok while addressing the national-security concerns that drove Congress to enact it. The law allows for an extension if there is progress toward a qualified divestiture.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377538521997400,"gmtCreate":1733211641273,"gmtModify":1733211644873,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He will ask President to fire the Judge","listText":"He will ask President to fire the Judge","text":"He will ask President to fire the Judge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377538521997400","repostId":"2488693392","repostType":2,"repost":{"id":"2488693392","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1733211000,"share":"https://ttm.financial/m/news/2488693392?lang=&edition=fundamental","pubTime":"2024-12-03 15:30","market":"us","language":"en","title":"What Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?","url":"https://stock-news.laohu8.com/highlight/detail?id=2488693392","media":"Reuters","summary":"WILMINGTON, Delaware, Dec 2  - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO's pay deal by the company's shareholders, a Delaware judge ruled on Monday.Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:WHAT DOES MUSK WANT?Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to ","content":"<html><head></head><body><p>WILMINGTON, Delaware, Dec 2 (Reuters) - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO&#39;s pay deal by the company&#39;s shareholders, a Delaware judge ruled on Monday.</p><p>Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:</p><h2 id=\"id_4015928809\" style=\"text-align: start;\">WHAT DOES MUSK WANT?</h2><p>Musk told a special committee of the Tesla board soon after a judge voided his compensation in January that he wanted a similar-sized replacement package, according to a securities filing.</p><p>In addition, earlier this year he said on his social media platform X that he wanted a larger stake in Tesla or he might develop some products outside the company. Musk&#39;s other companies include rocket venture SpaceX and Neuralink, which develops brain implants.</p><h2 id=\"id_2065050315\" style=\"text-align: start;\">TESLA COULD APPEAL THE RULING</h2><p>Musk and Tesla&#39;s board could appeal and try to reverse the ruling at the Delaware Supreme Court, a process that typically takes around a year.</p><p>The case, which involved the largest-ever pay deal at a U.S. public company, raises issues that have rarely been addressed by Delaware judges, adding uncertainty to an appeal.</p><p>For example, the trial court judge, Chancellor Kathaleen McCormick, found that Musk controlled the compensation negotiations, even though he owned only about 22% of Tesla&#39;s stock.</p><p>In addition, Tesla has acknowledged that the June vote by shareholders to ratify Musk&#39;s pay was a &#34;novel&#34; legal tactic and has said it was unclear how it would be treated under Delaware law.</p><h2 id=\"id_741800313\" style=\"text-align: start;\">TESLA COULD DEVISE A NEW PLAN</h2><p>Tesla&#39;s board could craft a new pay package, although that could be very expensive.</p><p>The original plan, agreed to by Musk and the company in 2018, awarded him stock options if the company hit very aggressive performance and financial targets. The stock options allowed Musk to buy Tesla stock priced at the 2018 level. The company exceeded the targets, and Tesla&#39;s stock has risen 10-fold since then, making the options incredibly valuable.</p><p>Tesla booked a cost of $2.6 billion when the 2018 plan went into effect. The company has said that a replacement plan for the same cost today would likely have to be less than 10% of the size of the 2018 plan.</p><h2 id=\"id_3385019166\" style=\"text-align: start;\">COULD TESLA JUST RESTORE THE OLD PLAN?</h2><p>Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to challenge that, they would have to sue in Texas, where the company reincorporated this year, rather than the Court of Chancery in Delaware.</p><p>But the company cannot escape accounting and tax implications.</p><p>Tesla said putting the old plan back in place would require the company to take a $25 billion charge, according to securities filings.</p><p>In addition, because the stock options would be incredibly valuable from the moment they are issued, they would be treated unfavorably for tax purposes as income. Musk could be taxed at the highest rate and pay a 20% penalty, meaning authorities could tax his new plan at 57%, according to an analysis by Schuyler Moore of Greenberg Glusker Fields Claman &amp; Machtinger.</p><h2 id=\"id_1057819079\" style=\"text-align: start;\">MUSK COULD TRY TO SETTLE THE LAWSUIT</h2><p>Musk could try to settle the lawsuit, which was brought by a Tesla shareholder, and accept a smaller portion of his pay package. However, that would contradict his track record of taking cases to trial rather than striking deals, even in the face of huge potential liability. It is unclear how McCormick would view a settlement at this stage in the litigation.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Is Next for Musk After Judge Rules Against Him in Tesla Pay Case?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-03 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WILMINGTON, Delaware, Dec 2 (Reuters) - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO&#39;s pay deal by the company&#39;s shareholders, a Delaware judge ruled on Monday.</p><p>Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:</p><h2 id=\"id_4015928809\" style=\"text-align: start;\">WHAT DOES MUSK WANT?</h2><p>Musk told a special committee of the Tesla board soon after a judge voided his compensation in January that he wanted a similar-sized replacement package, according to a securities filing.</p><p>In addition, earlier this year he said on his social media platform X that he wanted a larger stake in Tesla or he might develop some products outside the company. Musk&#39;s other companies include rocket venture SpaceX and Neuralink, which develops brain implants.</p><h2 id=\"id_2065050315\" style=\"text-align: start;\">TESLA COULD APPEAL THE RULING</h2><p>Musk and Tesla&#39;s board could appeal and try to reverse the ruling at the Delaware Supreme Court, a process that typically takes around a year.</p><p>The case, which involved the largest-ever pay deal at a U.S. public company, raises issues that have rarely been addressed by Delaware judges, adding uncertainty to an appeal.</p><p>For example, the trial court judge, Chancellor Kathaleen McCormick, found that Musk controlled the compensation negotiations, even though he owned only about 22% of Tesla&#39;s stock.</p><p>In addition, Tesla has acknowledged that the June vote by shareholders to ratify Musk&#39;s pay was a &#34;novel&#34; legal tactic and has said it was unclear how it would be treated under Delaware law.</p><h2 id=\"id_741800313\" style=\"text-align: start;\">TESLA COULD DEVISE A NEW PLAN</h2><p>Tesla&#39;s board could craft a new pay package, although that could be very expensive.</p><p>The original plan, agreed to by Musk and the company in 2018, awarded him stock options if the company hit very aggressive performance and financial targets. The stock options allowed Musk to buy Tesla stock priced at the 2018 level. The company exceeded the targets, and Tesla&#39;s stock has risen 10-fold since then, making the options incredibly valuable.</p><p>Tesla booked a cost of $2.6 billion when the 2018 plan went into effect. The company has said that a replacement plan for the same cost today would likely have to be less than 10% of the size of the 2018 plan.</p><h2 id=\"id_3385019166\" style=\"text-align: start;\">COULD TESLA JUST RESTORE THE OLD PLAN?</h2><p>Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to challenge that, they would have to sue in Texas, where the company reincorporated this year, rather than the Court of Chancery in Delaware.</p><p>But the company cannot escape accounting and tax implications.</p><p>Tesla said putting the old plan back in place would require the company to take a $25 billion charge, according to securities filings.</p><p>In addition, because the stock options would be incredibly valuable from the moment they are issued, they would be treated unfavorably for tax purposes as income. Musk could be taxed at the highest rate and pay a 20% penalty, meaning authorities could tax his new plan at 57%, according to an analysis by Schuyler Moore of Greenberg Glusker Fields Claman &amp; Machtinger.</p><h2 id=\"id_1057819079\" style=\"text-align: start;\">MUSK COULD TRY TO SETTLE THE LAWSUIT</h2><p>Musk could try to settle the lawsuit, which was brought by a Tesla shareholder, and accept a smaller portion of his pay package. However, that would contradict his track record of taking cases to trial rather than striking deals, even in the face of huge potential liability. It is unclear how McCormick would view a settlement at this stage in the litigation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4511":"特斯拉概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4598":"佩洛西持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241203:nL1N3KL0VL:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488693392","content_text":"WILMINGTON, Delaware, Dec 2 (Reuters) - Tesla cannot give Elon Musk a $56 billion compensation package despite a vote in support of the CEO's pay deal by the company's shareholders, a Delaware judge ruled on Monday.Below is a look at what could come next for Tesla and its billionaire founder, who is still seeking a huge payday from the company:WHAT DOES MUSK WANT?Musk told a special committee of the Tesla board soon after a judge voided his compensation in January that he wanted a similar-sized replacement package, according to a securities filing.In addition, earlier this year he said on his social media platform X that he wanted a larger stake in Tesla or he might develop some products outside the company. Musk's other companies include rocket venture SpaceX and Neuralink, which develops brain implants.TESLA COULD APPEAL THE RULINGMusk and Tesla's board could appeal and try to reverse the ruling at the Delaware Supreme Court, a process that typically takes around a year.The case, which involved the largest-ever pay deal at a U.S. public company, raises issues that have rarely been addressed by Delaware judges, adding uncertainty to an appeal.For example, the trial court judge, Chancellor Kathaleen McCormick, found that Musk controlled the compensation negotiations, even though he owned only about 22% of Tesla's stock.In addition, Tesla has acknowledged that the June vote by shareholders to ratify Musk's pay was a \"novel\" legal tactic and has said it was unclear how it would be treated under Delaware law.TESLA COULD DEVISE A NEW PLANTesla's board could craft a new pay package, although that could be very expensive.The original plan, agreed to by Musk and the company in 2018, awarded him stock options if the company hit very aggressive performance and financial targets. The stock options allowed Musk to buy Tesla stock priced at the 2018 level. The company exceeded the targets, and Tesla's stock has risen 10-fold since then, making the options incredibly valuable.Tesla booked a cost of $2.6 billion when the 2018 plan went into effect. The company has said that a replacement plan for the same cost today would likely have to be less than 10% of the size of the 2018 plan.COULD TESLA JUST RESTORE THE OLD PLAN?Tesla could offer Musk the same 304 million stock options with the same $23.34 exercise price used in the 2018 plan. If shareholders wanted to challenge that, they would have to sue in Texas, where the company reincorporated this year, rather than the Court of Chancery in Delaware.But the company cannot escape accounting and tax implications.Tesla said putting the old plan back in place would require the company to take a $25 billion charge, according to securities filings.In addition, because the stock options would be incredibly valuable from the moment they are issued, they would be treated unfavorably for tax purposes as income. Musk could be taxed at the highest rate and pay a 20% penalty, meaning authorities could tax his new plan at 57%, according to an analysis by Schuyler Moore of Greenberg Glusker Fields Claman & Machtinger.MUSK COULD TRY TO SETTLE THE LAWSUITMusk could try to settle the lawsuit, which was brought by a Tesla shareholder, and accept a smaller portion of his pay package. However, that would contradict his track record of taking cases to trial rather than striking deals, even in the face of huge potential liability. It is unclear how McCormick would view a settlement at this stage in the litigation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554184728100240","authorId":"3554184728100240","name":"T90","avatar":"https://static.tigerbbs.com/64a844af127318de6f06837e04004a86","crmLevel":7,"crmLevelSwitch":0,"idStr":"3554184728100240","authorIdStr":"3554184728100240"},"content":"Tesla will appeal further... and will succeed in the end...","text":"Tesla will appeal further... and will succeed in the end...","html":"Tesla will appeal further... and will succeed in the end..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400703391285368,"gmtCreate":1738835513308,"gmtModify":1738837305112,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Let it drop to the bottom of The Valley&nbsp;","listText":"Let it drop to the bottom of The Valley&nbsp;","text":"Let it drop to the bottom of The Valley","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400703391285368","repostId":"1174914370","repostType":2,"repost":{"id":"1174914370","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":1738853245,"share":"https://ttm.financial/m/news/1174914370?lang=&edition=fundamental","pubTime":"2025-02-06 22:47","market":"us","language":"en","title":"Tesla Stock Drops Another 3% After a 3.6% Decline in Prior Session","url":"https://stock-news.laohu8.com/highlight/detail?id=1174914370","media":"Tiger Newspress","summary":"Tesla stock continued to drop 2.7% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national p","content":"<html><head></head><body><p>Tesla stock continued to drop 3% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95d63b828a7f312c32e1c979a711d893\" tg-width=\"771\" tg-height=\"628\"/></p><p>The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.</p><p>President Donald Trump’s 25% tariffs on Canadian and Mexican imports roiled most auto stocks on Monday. Tesla was hit harder than most, possibly because of Trump’s new Department of Government Efficiency.</p><p>Elon Musk is the head of DOGE, which recently gained access to the Treasury payments system, giving it the ability to potentially defund government departments by stopping payments. That caused an uproar: Critics such as Sen. Elizabeth Warren called the moves illegal, while Musk said DOGE was acting at the behest of the president.</p><p>So far, investors haven’t appeared to care about Musk’s involvement in the Trump administration. Coming into Thursday trading, Tesla stock was up about 52% since the Nov. 5 election.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Drops Another 3% After a 3.6% Decline in Prior Session</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Drops Another 3% After a 3.6% Decline in Prior Session\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\">2025-02-06 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock continued to drop 3% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95d63b828a7f312c32e1c979a711d893\" tg-width=\"771\" tg-height=\"628\"/></p><p>The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.</p><p>President Donald Trump’s 25% tariffs on Canadian and Mexican imports roiled most auto stocks on Monday. Tesla was hit harder than most, possibly because of Trump’s new Department of Government Efficiency.</p><p>Elon Musk is the head of DOGE, which recently gained access to the Treasury payments system, giving it the ability to potentially defund government departments by stopping payments. That caused an uproar: Critics such as Sen. Elizabeth Warren called the moves illegal, while Musk said DOGE was acting at the behest of the president.</p><p>So far, investors haven’t appeared to care about Musk’s involvement in the Trump administration. Coming into Thursday trading, Tesla stock was up about 52% since the Nov. 5 election.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174914370","content_text":"Tesla stock continued to drop 3% after a 3.6% decline in prior session. Tesla Inc.’s sales plummeted 59% last month in Germany, where Chief Executive Officer Elon Musk asserted himself in national politics like never before.The US manufacturer registered only 1,277 new cars in January, its lowest monthly total since July 2021, according to the German Federal Motor Transport Authority. Tesla lost substantial ground in an electric vehicle market that was up 54% for the month, suggesting Musk’s vocal support for the far-right Alternative for Germany party likely dragged on demand.President Donald Trump’s 25% tariffs on Canadian and Mexican imports roiled most auto stocks on Monday. Tesla was hit harder than most, possibly because of Trump’s new Department of Government Efficiency.Elon Musk is the head of DOGE, which recently gained access to the Treasury payments system, giving it the ability to potentially defund government departments by stopping payments. That caused an uproar: Critics such as Sen. Elizabeth Warren called the moves illegal, while Musk said DOGE was acting at the behest of the president.So far, investors haven’t appeared to care about Musk’s involvement in the Trump administration. Coming into Thursday trading, Tesla stock was up about 52% since the Nov. 5 election.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367492072869968,"gmtCreate":1730735366162,"gmtModify":1730735369739,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367492072869968","repostId":"2480586315","repostType":2,"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}