琉璃思索 personal page - To The Moon

琉璃思索

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05-20

$Innodata(INOD)$ dirty movement

05-13

$NASDAQ(.IXIC)$ 4% dude

05-13

$SoundHound AI Inc(SOUN)$ super dirty

05-10

$Innodata(INOD)$ dirty movement

03-29

keep buying and keep falling [Grin]

@Tiger V:$Broadcom(AVGO)$ I made an additional investment in AVGO stock due to Broadcom's strong position in the AI-driven technology space. With its expanding portfolio and significant growth in AI-related revenue—surging 220% to $12.2 billion—Broadcom is well-poised to capitalize on the rising demand for AI in data centers and network infrastructure. The successful VMware integration and 44% revenue growth in fiscal 2024 highlight the company's ability to adapt and thrive in the evolving semiconductor market. AVGO’s strategic focus on AI makes it a compelling investment for long-term growth.

03-26

What's the morale of this analysis

Broadcom's AI Boom Reshapes the Industry

03-22

$NASDAQ(.IXIC)$ pump and dump nasdaq

03-22

Make sense with trump admin, recession is coming

Sorry, the original content has been removed

03-22

$Micron Technology(MU)$ i like the current setup, waited for this price entry

03-22

$NASDAQ(.IXIC)$ nice bull trap

03-21

Useless comment

Sorry, the original content has been removed

03-21

Cheap chip stocks coming to ATL, what's the next step

Chip Stocks Fall. Micron Down 7%; SOXL Down 6%; Nvidia, ARM Holdings, ASML Down over 2%

03-19

What's the morale of this publish

Sorry, the original content has been removed

03-10

$NASDAQ(.IXIC)$ america like trade war, now they are licking wounds, let the correction deal deepen

03-10

$Himax(HIMX)$ waste time

03-08

$Broadcom(AVGO)$ Take a look at the latest order I posted！

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","listText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","text":"$Innodata(INOD)$ dirty movement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436922161647944","isVote":1,"tweetType":1,"viewCount":1589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434482962432328,"gmtCreate":1747066037639,"gmtModify":1747066040463,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 4% dude","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 4% dude","text":"$NASDAQ(.IXIC)$ 4% dude","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434482962432328","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434480531706376,"gmtCreate":1747065603758,"gmtModify":1747065606586,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v> super dirty","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v> super dirty","text":"$SoundHound AI Inc(SOUN)$ super dirty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434480531706376","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":433468740841504,"gmtCreate":1746833284983,"gmtModify":1746833287797,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","listText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","text":"$Innodata(INOD)$ dirty movement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/433468740841504","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":418669533991384,"gmtCreate":1743213969015,"gmtModify":1743213972682,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"keep buying and keep falling [Grin]","listText":"keep buying and keep falling [Grin]","text":"keep buying and keep falling [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418669533991384","repostId":"418418384335176","repostType":1,"repost":{"id":418418384335176,"gmtCreate":1743169499311,"gmtModify":1765294036863,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>I made an additional investment in AVGO stock due to Broadcom's strong position in the AI-driven technology space. With its expanding portfolio and significant growth in AI-related revenue—surging 220% to $12.2 billion—Broadcom is well-poised to capitalize on the rising demand for AI in data centers and network infrastructure. The successful VMware integration and 44% revenue growth in fiscal 2024 highlight the company's ability to adapt and thrive in the evolving semiconductor market. AVGO’s strategic focus on AI makes it a compelling investment for long-term growth.","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>I made an additional investment in AVGO stock due to Broadcom's strong position in the AI-driven technology space. With its expanding portfolio and significant growth in AI-related revenue—surging 220% to $12.2 billion—Broadcom is well-poised to capitalize on the rising demand for AI in data centers and network infrastructure. The successful VMware integration and 44% revenue growth in fiscal 2024 highlight the company's ability to adapt and thrive in the evolving semiconductor market. AVGO’s strategic focus on AI makes it a compelling investment for long-term growth.","text":"$Broadcom(AVGO)$ I made an additional investment in AVGO stock due to Broadcom's strong position in the AI-driven technology space. With its expanding portfolio and significant growth in AI-related revenue—surging 220% to $12.2 billion—Broadcom is well-poised to capitalize on the rising demand for AI in data centers and network infrastructure. The successful VMware integration and 44% revenue growth in fiscal 2024 highlight the company's ability to adapt and thrive in the evolving semiconductor market. AVGO’s strategic focus on AI makes it a compelling investment for long-term growth.","images":[{"img":"https://community-static.tradeup.com/news/9eae10f9c1ddc66c70882c79c5f3acf2","width":"902","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418418384335176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417410089693232,"gmtCreate":1742925224771,"gmtModify":1742925228020,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"What's the morale of this analysis","listText":"What's the morale of this analysis","text":"What's the morale of this analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417410089693232","repostId":"1144806846","repostType":2,"repost":{"id":"1144806846","kind":"news","pubTimestamp":1742870257,"share":"https://ttm.financial/m/news/1144806846?lang=&edition=fundamental","pubTime":"2025-03-25 10:37","market":"us","language":"en","title":"Broadcom's AI Boom Reshapes the Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1144806846","media":"Tradingkey","summary":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9","content":"<html><head></head><body><ul style=\"list-style-type: disc;\"><li><p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.</p></li><li><p>Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.</p></li><li><p>VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.</p></li><li><p>Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.</p></li></ul><p style=\"text-align: start;\">TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.</p><p style=\"text-align: start;\">On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom&#39;s long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.</p><p style=\"text-align: start;\">Broadcom&#39;s ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom&#39;s competitive advantage against implementation risks to place their bet on the company&#39;s shares.</p><h2 id=\"id_404003372\" style=\"text-align: start;\">Business Summary: Semiconductors &amp; Software Infrastructure Colossus</h2><p style=\"text-align: start;\">Broadcom&#39;s business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab3eb69b3d24c73f1d5adf6790ab5e6b\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Revenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom&#39;s ecosystem. Such aggressive revenue expansion in software offsets Broadcom&#39;s high-margin semiconductor business model and allows it to ride out industry cyclicality over time.</p><p style=\"text-align: start;\">Broadcom&#39;s VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom&#39;s strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.</p><p style=\"text-align: start;\">As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company&#39;s technology lead around AI interconnects will be key to driving long-term growth.</p><p style=\"text-align: start;\">Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.</p><h2 id=\"id_1403876869\" style=\"text-align: start;\">Competitive Landscape: The War Heats Up</h2><p style=\"text-align: start;\">The competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). </p><p style=\"text-align: start;\">Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom&#39;s AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD&#39;s focus on compute-centric capabilities in AI, Broadcom&#39;s focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf0e6d37dc3c0277d35ac5de13a96909\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Even with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom&#39;s pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.</p><p style=\"text-align: start;\">Broadcom&#39;s rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd5d238fceb086402c8af31ecb7c208e\" alt=\"altText\" title=\"altText\" tg-width=\"789\" tg-height=\"446\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s role in network AI remains significant but can no longer be taken for granted with Nvidia&#39;s threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom&#39;s growth will be stifled.</p><h2 id=\"id_1425637189\" style=\"text-align: start;\">Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking Financials</h2><p style=\"text-align: start;\">Broadcom&#39;s revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. </p><p style=\"text-align: start;\">Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom&#39;s ability to generate high operating leverage as it increases sales of products and software solutions related to AI. </p><p style=\"text-align: start;\">Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.</p><p style=\"text-align: start;\">The consistent increase in revenues is a reflection of Broadcom&#39;s efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom&#39;s steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3f8007f1570251076df43665a939f9e\" alt=\"altText\" title=\"altText\" tg-width=\"974\" tg-height=\"438\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89e13413b259d1506d128d86eec30825\" alt=\"altText\" title=\"altText\" tg-width=\"978\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Adjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom&#39;s high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.</p><p style=\"text-align: start;\">Cost efficiency is a feature of Broadcom&#39;s business model. It incurred $9.3 billion in R&amp;D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom&#39;s focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.</p><p style=\"text-align: start;\">Ultimately, Broadcom&#39;s financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&amp;D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.</p><h2 id=\"id_2125214963\" style=\"text-align: start;\">AI Boom: How Strategic Innovation Turned a Niche Bet into a Powerhouse</h2><p style=\"text-align: start;\">Broadcom&#39;s AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58b8f420fcda8fc9da115c0cbd4786f8\" alt=\"altText\" title=\"altText\" tg-width=\"842\" tg-height=\"418\"/><span>altText</span></p><p style=\"text-align: start;\">Strategically, Broadcom&#39;s positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD&#39;s dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&amp;D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36ef00ed490bc99629165170d711d789\" alt=\"altText\" title=\"altText\" tg-width=\"670\" tg-height=\"350\"/><span>altText</span></p><h2 id=\"id_3242355157\" style=\"text-align: start;\">AVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?</h2><p style=\"text-align: start;\">Even with its strong growth, Broadcom&#39;s valuation continues to be a concern to investors. The company&#39;s current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. </p><p style=\"text-align: start;\">Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company&#39;s size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.</p><h2 id=\"id_2927689250\" style=\"text-align: start;\">Concluding Thoughts</h2><p style=\"text-align: start;\">Broadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.</p></body></html>","source":"lsy1742265190821","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>Broadcom's AI Boom Reshapes the Industry</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\">\nBroadcom's AI Boom Reshapes the Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey><strong>Tradingkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9...</p>\n\n<a href=\"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144806846","content_text":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom's long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.Broadcom's ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom's competitive advantage against implementation risks to place their bet on the company's shares.Business Summary: Semiconductors & Software Infrastructure ColossusBroadcom's business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.altTextRevenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom's ecosystem. Such aggressive revenue expansion in software offsets Broadcom's high-margin semiconductor business model and allows it to ride out industry cyclicality over time.Broadcom's VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom's strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company's technology lead around AI interconnects will be key to driving long-term growth.Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.Competitive Landscape: The War Heats UpThe competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom's AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD's focus on compute-centric capabilities in AI, Broadcom's focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.altTextEven with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom's pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.Broadcom's rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. altTextBroadcom's role in network AI remains significant but can no longer be taken for granted with Nvidia's threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom's growth will be stifled.Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking FinancialsBroadcom's revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom's ability to generate high operating leverage as it increases sales of products and software solutions related to AI. Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.The consistent increase in revenues is a reflection of Broadcom's efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom's steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.altTextBroadcom's gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.altTextAdjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom's high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.Cost efficiency is a feature of Broadcom's business model. It incurred $9.3 billion in R&D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom's focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.Ultimately, Broadcom's financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.AI Boom: How Strategic Innovation Turned a Niche Bet into a PowerhouseBroadcom's AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.altTextStrategically, Broadcom's positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD's dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.altTextAVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?Even with its strong growth, Broadcom's valuation continues to be a concern to investors. The company's current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company's size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.Concluding ThoughtsBroadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416072758776096,"gmtCreate":1742588047242,"gmtModify":1742588050916,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a> pump and dump nasdaq&nbsp;","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a> pump and dump nasdaq&nbsp;","text":"$NASDAQ(.IXIC)$ pump and dump nasdaq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416072758776096","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416036396679576,"gmtCreate":1742579363444,"gmtModify":1742592566232,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"Make sense with trump admin, recession is coming&nbsp;","listText":"Make sense with trump admin, recession is coming&nbsp;","text":"Make sense with trump admin, recession is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416036396679576","repostId":"1123703401","repostType":2,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416021392650840,"gmtCreate":1742575779558,"gmtModify":1742575782539,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>i like the current setup, waited for this price entry","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>i like the current setup, waited for this price entry","text":"$Micron Technology(MU)$ i like the current setup, waited for this price entry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416021392650840","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416020869136816,"gmtCreate":1742575488677,"gmtModify":1742575491909,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v> nice bull trap","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v> nice bull trap","text":"$NASDAQ(.IXIC)$ nice bull trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416020869136816","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415986028368288,"gmtCreate":1742567062230,"gmtModify":1742567066288,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"Useless comment","listText":"Useless comment","text":"Useless comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415986028368288","repostId":"1114944516","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415977302196624,"gmtCreate":1742564819537,"gmtModify":1742564824122,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"Cheap chip stocks coming to ATL, what's the next step","listText":"Cheap chip stocks coming to ATL, what's the next step","text":"Cheap chip stocks coming to ATL, what's the next step","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415977302196624","repostId":"2521281004","repostType":4,"repost":{"id":"2521281004","kind":"highlight","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":1742564657,"share":"https://ttm.financial/m/news/2521281004?lang=&edition=fundamental","pubTime":"2025-03-21 21:44","market":"fut","language":"en","title":"Chip Stocks Fall. Micron Down 7%; SOXL Down 6%; Nvidia, ARM Holdings, ASML Down over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2521281004","media":"Tiger Newspress","summary":"Micron Technology (MU) is facing margin pressures as it transitions from the NAND business to the high-bandwidth memory, or HBM, segment to serve the growing AI industry, UBS analysts said in a Friday","content":"<html><head></head><body><p>Chip stocks fell on Friday. Micron down 7%; SOXL down 6%; Nvidia, ARM Holdings, ASML, Applied Materials down over 2%.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology </a> is facing margin pressures as it transitions from the NAND business to the high-bandwidth memory, or HBM, segment to serve the growing AI industry, UBS analysts said in a Friday note.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/618de62ae3024ba611d2da38ceaff048\" title=\"\" tg-width=\"484\" tg-height=\"766\"/></p><p>The analysts said that Micron Technology is working on a structural overhaul to reduce almost 10% of its NAND capacity as it prioritizes the DRAM segment for better margins on sustained demand for AI workloads. The brokerage expects margins to stabilize in fiscal year 2026 as revenue from the HBM segment picks up.</p><p>UBS modeled 12% quarter-on-quarter growth in the DRAM segment for Q3 and 5% for the NAND business.</p><p>The analysts said, &#34;We expect DRAM to make up for the entirety of the overall Q/Q revenue increase due to higher HBM shipments - as MU raised</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was falling 2% on Friday. A downbeat market mood looked to be outweighing the confidence instilled in its technology by the chip maker’s GTC developers’ conference.</p><p>“The GTC conference did not provide many meaningful catalysts for the stock. Many of the announcements had been largely expected or were reiterations of prior commentary,” Raymond James analyst Sebastien Naji wrote in a research note.</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>Chip Stocks Fall. Micron Down 7%; SOXL Down 6%; Nvidia, ARM Holdings, ASML Down over 2%</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\">\nChip Stocks Fall. Micron Down 7%; SOXL Down 6%; Nvidia, ARM Holdings, ASML Down over 2%\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\">2025-03-21 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip stocks fell on Friday. Micron down 7%; SOXL down 6%; Nvidia, ARM Holdings, ASML, Applied Materials down over 2%.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology </a> is facing margin pressures as it transitions from the NAND business to the high-bandwidth memory, or HBM, segment to serve the growing AI industry, UBS analysts said in a Friday note.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/618de62ae3024ba611d2da38ceaff048\" title=\"\" tg-width=\"484\" tg-height=\"766\"/></p><p>The analysts said that Micron Technology is working on a structural overhaul to reduce almost 10% of its NAND capacity as it prioritizes the DRAM segment for better margins on sustained demand for AI workloads. The brokerage expects margins to stabilize in fiscal year 2026 as revenue from the HBM segment picks up.</p><p>UBS modeled 12% quarter-on-quarter growth in the DRAM segment for Q3 and 5% for the NAND business.</p><p>The analysts said, &#34;We expect DRAM to make up for the entirety of the overall Q/Q revenue increase due to higher HBM shipments - as MU raised</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock was falling 2% on Friday. A downbeat market mood looked to be outweighing the confidence instilled in its technology by the chip maker’s GTC developers’ conference.</p><p>“The GTC conference did not provide many meaningful catalysts for the stock. Many of the announcements had been largely expected or were reiterations of prior commentary,” Raymond James analyst Sebastien Naji wrote in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4605":"半导体精选","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","DRAM":"达泰莱","BK4512":"苹果概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4527":"明星科技股","BK4543":"AI","BK4553":"喜马拉雅资本持仓","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","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4141":"半导体产品","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4579":"人工智能","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4566":"资本集团","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","MU":"美光科技","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521281004","content_text":"Chip stocks fell on Friday. Micron down 7%; SOXL down 6%; Nvidia, ARM Holdings, ASML, Applied Materials down over 2%.Micron Technology  is facing margin pressures as it transitions from the NAND business to the high-bandwidth memory, or HBM, segment to serve the growing AI industry, UBS analysts said in a Friday note.The analysts said that Micron Technology is working on a structural overhaul to reduce almost 10% of its NAND capacity as it prioritizes the DRAM segment for better margins on sustained demand for AI workloads. The brokerage expects margins to stabilize in fiscal year 2026 as revenue from the HBM segment picks up.UBS modeled 12% quarter-on-quarter growth in the DRAM segment for Q3 and 5% for the NAND business.The analysts said, \"We expect DRAM to make up for the entirety of the overall Q/Q revenue increase due to higher HBM shipments - as MU raisedNvidia stock was falling 2% on Friday. A downbeat market mood looked to be outweighing the confidence instilled in its technology by the chip maker’s GTC developers’ conference.“The GTC conference did not provide many meaningful catalysts for the stock. Many of the announcements had been largely expected or were reiterations of prior commentary,” Raymond James analyst Sebastien Naji wrote in a research note.","news_type":1,"symbols_score_info":{"MU":1,"DRAM":1}},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415036565954840,"gmtCreate":1742351142387,"gmtModify":1742351146064,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"What's the morale of this publish","listText":"What's the morale of this publish","text":"What's the morale of this publish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415036565954840","repostId":"2520605903","repostType":2,"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412053931159720,"gmtCreate":1741619510296,"gmtModify":1741620040751,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a> america like trade war, now they are licking wounds, let the correction deal deepen","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a> america like trade war, now they are licking wounds, let the correction deal deepen","text":"$NASDAQ(.IXIC)$ america like trade war, now they are licking wounds, let the correction deal deepen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/412053931159720","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412051394195632,"gmtCreate":1741618787332,"gmtModify":1741618791196,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HIMX\">$Himax(HIMX)$ </a> waste time","listText":"<a href=\"https://ttm.financial/S/HIMX\">$Himax(HIMX)$ </a> waste time","text":"$Himax(HIMX)$ waste time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412051394195632","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411003001696312,"gmtCreate":1741375654302,"gmtModify":1746647961330,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>Take a look at the latest order I posted！","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>Take a look at the latest order I posted！","text":"$Broadcom(AVGO)$ Take a look at the latest order I posted！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/411003001696312","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":410678406521056,"gmtCreate":1741289349139,"gmtModify":1746647949888,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>Take a look at the latest order I posted！","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>Take a look at the latest order I posted！","text":"$Broadcom(AVGO)$ Take a look at the latest order I posted！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":57,"commentSize":0,"repostSize":32,"link":"https://ttm.financial/post/410678406521056","isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368474910089392,"gmtCreate":1730977447909,"gmtModify":1731299402134,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"Why only report these big 3 banks stocks, why afraid to update our beautiful SIA stock is still struggling until today at 6.49, more than 3 months of their historical drops after ex.dividends payout on 01.August, free falling from 6.97 to 5.88 within one week, simply ridiculous. SG stocks are just wasting retail investor's time, lucky to sell all my SIA position when it hit 6.65&nbsp;[NosePick]&nbsp;&nbsp;","listText":"Why only report these big 3 banks stocks, why afraid to update our beautiful SIA stock is still struggling until today at 6.49, more than 3 months of their historical drops after ex.dividends payout on 01.August, free falling from 6.97 to 5.88 within one week, simply ridiculous. SG stocks are just wasting retail investor's time, lucky to sell all my SIA position when it hit 6.65&nbsp;[NosePick]&nbsp;&nbsp;","text":"Why only report these big 3 banks stocks, why afraid to update our beautiful SIA stock is still struggling until today at 6.49, more than 3 months of their historical drops after ex.dividends payout on 01.August, free falling from 6.97 to 5.88 within one week, simply ridiculous. SG stocks are just wasting retail investor's time, lucky to sell all my SIA position when it hit 6.65 [NosePick]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":10,"repostSize":1,"link":"https://ttm.financial/post/368474910089392","repostId":"2481201269","repostType":4,"repost":{"id":"2481201269","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1730973927,"share":"https://ttm.financial/m/news/2481201269?lang=&edition=fundamental","pubTime":"2024-11-07 18:05","market":"sg","language":"en","title":"Trump Comeback to White House Sparks Nearly 2% Surge in Singapore's Stocks; DBS Rises 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2481201269","media":"MT Newswires","summary":"Singapore shares rallied nearly 2% on Thursday as the stock market reacted positively to the results of US presidential elections.The Straits Times Index fluctuated between 3,623.56 and 3,686.64 during the day. It ended the session at 3,673.49, up 70.50 points or 1.96% from Wednesday's close.Trump was elected the 47th President of the US, four years after he was voted out of the White House. International investors are confident that Trump's stance on industrial policy, tax cuts, and trade tarif","content":"<html><head></head><body><p>Singapore shares rallied nearly 2% on Thursday as the stock market reacted positively to the results of US presidential elections.</p><p>The Straits Times Index fluctuated between 3,623.56 and 3,686.64 during the day. It ended the session at 3,673.49, up 70.50 points or 1.96% from Wednesday&#39;s close.</p><p>Trump was elected the 47th President of the US, four years after he was voted out of the White House. International investors are confident that Trump&#39;s stance on industrial policy, tax cuts, and trade tariffs will fuel growth in the US and benefit equities.</p><p>In corporate news, <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a>&#39;s net profit for the third quarter of the year was up 15% year over year to SG$3.03 billion, the first time that the lender&#39;s net profit surpassed the SG$3 billion mark, sending its shares up nearly 7% at market close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4ec2bb09a97e06824645750c1db2929\" tg-width=\"483\" tg-height=\"309\"/></p><p><a href=\"https://laohu8.com/S/J85.SI\">CDL Hospitality Trusts</a> closed 2% lower on Thursday, as it completed the acquisition of UK-based Hotel Indigo Exeter for a total consideration of 19.4 million pounds or SG$33.2 million.</p><p>Shares of <a href=\"https://laohu8.com/S/ER0.SI\">KSH Holdings</a> slipped nearly 2%, as the company disclosed that it expects to report a net loss for the half year ended Sept. 30.</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>Trump Comeback to White House Sparks Nearly 2% Surge in Singapore's Stocks; DBS Rises 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Comeback to White House Sparks Nearly 2% Surge in Singapore's Stocks; DBS Rises 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2024-11-07 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Singapore shares rallied nearly 2% on Thursday as the stock market reacted positively to the results of US presidential elections.</p><p>The Straits Times Index fluctuated between 3,623.56 and 3,686.64 during the day. It ended the session at 3,673.49, up 70.50 points or 1.96% from Wednesday&#39;s close.</p><p>Trump was elected the 47th President of the US, four years after he was voted out of the White House. International investors are confident that Trump&#39;s stance on industrial policy, tax cuts, and trade tariffs will fuel growth in the US and benefit equities.</p><p>In corporate news, <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a>&#39;s net profit for the third quarter of the year was up 15% year over year to SG$3.03 billion, the first time that the lender&#39;s net profit surpassed the SG$3 billion mark, sending its shares up nearly 7% at market close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4ec2bb09a97e06824645750c1db2929\" tg-width=\"483\" tg-height=\"309\"/></p><p><a href=\"https://laohu8.com/S/J85.SI\">CDL Hospitality Trusts</a> closed 2% lower on Thursday, as it completed the acquisition of UK-based Hotel Indigo Exeter for a total consideration of 19.4 million pounds or SG$33.2 million.</p><p>Shares of <a href=\"https://laohu8.com/S/ER0.SI\">KSH Holdings</a> slipped nearly 2%, as the company disclosed that it expects to report a net loss for the half year ended Sept. 30.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","J85.SI":"城市酒店信托","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0048597586.USD":"富达亚洲焦点A","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0205439572.USD":"富达亚太股息基金","BK6520":"工商业服务概念","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","D05.SI":"星展集团控股","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","BK6516":"银行与投资服务概念","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0048573645.USD":"富达东盟基金","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK6523":"ESG概念","STI.SI":"富时新加坡海峡指数","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","IE00BKZH1Z71.USD":"BNY MELLON ASIAN INCOME \"B\" (USD) ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0955623706.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0955648018.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK6512":"房地产股","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","ER0.SI":"金成兴控股有限公司","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481201269","content_text":"Singapore shares rallied nearly 2% on Thursday as the stock market reacted positively to the results of US presidential elections.The Straits Times Index fluctuated between 3,623.56 and 3,686.64 during the day. It ended the session at 3,673.49, up 70.50 points or 1.96% from Wednesday's close.Trump was elected the 47th President of the US, four years after he was voted out of the White House. International investors are confident that Trump's stance on industrial policy, tax cuts, and trade tariffs will fuel growth in the US and benefit equities.In corporate news, DBS Group's net profit for the third quarter of the year was up 15% year over year to SG$3.03 billion, the first time that the lender's net profit surpassed the SG$3 billion mark, sending its shares up nearly 7% at market close.CDL Hospitality Trusts closed 2% lower on Thursday, as it completed the acquisition of UK-based Hotel Indigo Exeter for a total consideration of 19.4 million pounds or SG$33.2 million.Shares of KSH Holdings slipped nearly 2%, as the company disclosed that it expects to report a net loss for the half year ended Sept. 30.","news_type":1,"symbols_score_info":{"STI.SI":1.1,"J85.SI":1,"D05.SI":0.9,"ER0.SI":1}},"isVote":1,"tweetType":1,"viewCount":6306,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575879226662889","authorId":"3575879226662889","name":"xnovan","avatar":"https://static.tigerbbs.com/cf93c5f23d593f29319cfc644cf91fcd","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3575879226662889","idStr":"3575879226662889"},"content":"please also make a post to regret when it hits 8$ and more with your foolish selling.","text":"please also make a post to regret when it hits 8$ and more with your foolish selling.","html":"please also make a post to regret when it hits 8$ and more with your foolish selling."},{"author":{"id":"3568874789319834","authorId":"3568874789319834","name":"Babyfund","avatar":"https://static.tigerbbs.com/233fb499d582b7c1103d9006b53c46ab","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3568874789319834","idStr":"3568874789319834"},"content":"US markets are much better for profit gains (short term). SG stocks are great to reap dividends. DBS, OCBC, UOB. SQ...its just an overrated brand. Flights for SQ are just exorbidant.","text":"US markets are much better for profit gains (short term). SG stocks are great to reap dividends. DBS, OCBC, UOB. SQ...its just an overrated brand. Flights for SQ are just exorbidant.","html":"US markets are much better for profit gains (short term). SG stocks are great to reap dividends. DBS, OCBC, UOB. SQ...its just an overrated brand. Flights for SQ are just exorbidant."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364554934145152,"gmtCreate":1730012999813,"gmtModify":1730013285063,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Good job BaBa, you done it again. Check out this article from TipRanks | Alibaba to pay $433.5M to settle shareholder class action lawsuit | https://tipranks.onelink.me/WJho/tsdtaa13","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Good job BaBa, you done it again. Check out this article from TipRanks | Alibaba to pay $433.5M to settle shareholder class action lawsuit | https://tipranks.onelink.me/WJho/tsdtaa13","text":"$Alibaba(BABA)$ Good job BaBa, you done it again. Check out this article from TipRanks | Alibaba to pay $433.5M to settle shareholder class action lawsuit | https://tipranks.onelink.me/WJho/tsdtaa13","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/364554934145152","isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360339001487568,"gmtCreate":1728992588211,"gmtModify":1728992591572,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> Baba is nothing compare to this huge potential growth stock","listText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> Baba is nothing compare to this huge potential growth stock","text":"$PDD Holdings Inc(PDD)$ Baba is nothing compare to this huge potential growth stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/360339001487568","isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"content":"Reality check, go PDD vs Baba, proven results","text":"Reality check, go PDD vs Baba, proven results","html":"Reality check, go PDD vs Baba, proven results"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397727423336584,"gmtCreate":1738126901868,"gmtModify":1738127038566,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> wake up Dr Lisa Su, earnings report is one week away, respect to you regardless","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> wake up Dr Lisa Su, earnings report is one week away, respect to you regardless","text":"$Advanced Micro Devices(AMD)$ wake up Dr Lisa Su, earnings report is one week away, respect to you regardless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/397727423336584","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4162462176965162","authorId":"4162462176965162","name":"Voo1234","avatar":"https://community-static.tradeup.com/news/ce1d7d4159cc0c9cda917746ffb3d596","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4162462176965162","idStr":"4162462176965162"},"content":"The earning is sure beat, just how the market react","text":"The earning is sure beat, just how the market react","html":"The earning is sure beat, just how the market react"},{"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"content":"let's strive together, we need assertive and genuine leader like Dr Lisa Su","text":"let's strive together, we need assertive and genuine leader like Dr Lisa Su","html":"let's strive together, we need assertive and genuine leader like Dr Lisa Su"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412053931159720,"gmtCreate":1741619510296,"gmtModify":1741620040751,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a> america like trade war, now they are licking wounds, let the correction deal deepen","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a> america like trade war, now they are licking wounds, let the correction deal deepen","text":"$NASDAQ(.IXIC)$ america like trade war, now they are licking wounds, let the correction deal deepen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/412053931159720","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412051394195632,"gmtCreate":1741618787332,"gmtModify":1741618791196,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HIMX\">$Himax(HIMX)$ </a> waste time","listText":"<a href=\"https://ttm.financial/S/HIMX\">$Himax(HIMX)$ </a> waste time","text":"$Himax(HIMX)$ waste time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412051394195632","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310514396188752,"gmtCreate":1716818521945,"gmtModify":1716819093478,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310514396188752","isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392569988927704,"gmtCreate":1736866678176,"gmtModify":1736866681688,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"Does HSBC even qualify to analyse any AI tech stock , simply ridiculous to ride on their biased judgemental report&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"Does HSBC even qualify to analyse any AI tech stock , simply ridiculous to ride on their biased judgemental report&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"Does HSBC even qualify to analyse any AI tech stock , simply ridiculous to ride on their biased judgemental report $Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/392569988927704","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316770625421608,"gmtCreate":1718375623242,"gmtModify":1718375706416,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> not for the faint heart and shorties, clear your mind&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> not for the faint heart and shorties, clear your mind&nbsp;","text":"$Advanced Micro Devices(AMD)$ not for the faint heart and shorties, clear your mind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316770625421608","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411003001696312,"gmtCreate":1741375654302,"gmtModify":1746647961330,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>Take a look at the latest order I posted！","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>Take a look at the latest order I posted！","text":"$Broadcom(AVGO)$ Take a look at the latest order I posted！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/411003001696312","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348783066570784,"gmtCreate":1726170577958,"gmtModify":1726170582783,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"We won't be heard anyway, go for 83 MU, that's your next polish&nbsp;[Happy]&nbsp;&nbsp;","listText":"We won't be heard anyway, go for 83 MU, that's your next polish&nbsp;[Happy]&nbsp;&nbsp;","text":"We won't be heard anyway, go for 83 MU, that's your next polish [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348783066570784","repostId":"2466222928","repostType":2,"repost":{"id":"2466222928","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1726148401,"share":"https://ttm.financial/m/news/2466222928?lang=&edition=fundamental","pubTime":"2024-09-12 21:40","market":"sh","language":"en","title":"Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160","url":"https://stock-news.laohu8.com/highlight/detail?id=2466222928","media":"MT Newswires Live","summary":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory  for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","content":"<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</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 Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160</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; 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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 Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</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":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417410089693232,"gmtCreate":1742925224771,"gmtModify":1742925228020,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"What's the morale of this analysis","listText":"What's the morale of this analysis","text":"What's the morale of this analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417410089693232","repostId":"1144806846","repostType":2,"repost":{"id":"1144806846","kind":"news","pubTimestamp":1742870257,"share":"https://ttm.financial/m/news/1144806846?lang=&edition=fundamental","pubTime":"2025-03-25 10:37","market":"us","language":"en","title":"Broadcom's AI Boom Reshapes the Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1144806846","media":"Tradingkey","summary":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9","content":"<html><head></head><body><ul style=\"list-style-type: disc;\"><li><p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.</p></li><li><p>Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.</p></li><li><p>VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.</p></li><li><p>Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.</p></li></ul><p style=\"text-align: start;\">TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.</p><p style=\"text-align: start;\">On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom&#39;s long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.</p><p style=\"text-align: start;\">Broadcom&#39;s ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom&#39;s competitive advantage against implementation risks to place their bet on the company&#39;s shares.</p><h2 id=\"id_404003372\" style=\"text-align: start;\">Business Summary: Semiconductors &amp; Software Infrastructure Colossus</h2><p style=\"text-align: start;\">Broadcom&#39;s business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab3eb69b3d24c73f1d5adf6790ab5e6b\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Revenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom&#39;s ecosystem. Such aggressive revenue expansion in software offsets Broadcom&#39;s high-margin semiconductor business model and allows it to ride out industry cyclicality over time.</p><p style=\"text-align: start;\">Broadcom&#39;s VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom&#39;s strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.</p><p style=\"text-align: start;\">As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company&#39;s technology lead around AI interconnects will be key to driving long-term growth.</p><p style=\"text-align: start;\">Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.</p><h2 id=\"id_1403876869\" style=\"text-align: start;\">Competitive Landscape: The War Heats Up</h2><p style=\"text-align: start;\">The competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). </p><p style=\"text-align: start;\">Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom&#39;s AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD&#39;s focus on compute-centric capabilities in AI, Broadcom&#39;s focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf0e6d37dc3c0277d35ac5de13a96909\" alt=\"altText\" title=\"altText\" tg-width=\"792\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Even with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom&#39;s pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.</p><p style=\"text-align: start;\">Broadcom&#39;s rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd5d238fceb086402c8af31ecb7c208e\" alt=\"altText\" title=\"altText\" tg-width=\"789\" tg-height=\"446\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s role in network AI remains significant but can no longer be taken for granted with Nvidia&#39;s threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom&#39;s growth will be stifled.</p><h2 id=\"id_1425637189\" style=\"text-align: start;\">Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking Financials</h2><p style=\"text-align: start;\">Broadcom&#39;s revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. </p><p style=\"text-align: start;\">Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom&#39;s ability to generate high operating leverage as it increases sales of products and software solutions related to AI. </p><p style=\"text-align: start;\">Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.</p><p style=\"text-align: start;\">The consistent increase in revenues is a reflection of Broadcom&#39;s efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom&#39;s steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3f8007f1570251076df43665a939f9e\" alt=\"altText\" title=\"altText\" tg-width=\"974\" tg-height=\"438\"/><span>altText</span></p><p style=\"text-align: start;\">Broadcom&#39;s gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89e13413b259d1506d128d86eec30825\" alt=\"altText\" title=\"altText\" tg-width=\"978\" tg-height=\"444\"/><span>altText</span></p><p style=\"text-align: start;\">Adjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom&#39;s high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.</p><p style=\"text-align: start;\">Cost efficiency is a feature of Broadcom&#39;s business model. It incurred $9.3 billion in R&amp;D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom&#39;s focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.</p><p style=\"text-align: start;\">Ultimately, Broadcom&#39;s financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&amp;D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.</p><h2 id=\"id_2125214963\" style=\"text-align: start;\">AI Boom: How Strategic Innovation Turned a Niche Bet into a Powerhouse</h2><p style=\"text-align: start;\">Broadcom&#39;s AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58b8f420fcda8fc9da115c0cbd4786f8\" alt=\"altText\" title=\"altText\" tg-width=\"842\" tg-height=\"418\"/><span>altText</span></p><p style=\"text-align: start;\">Strategically, Broadcom&#39;s positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD&#39;s dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&amp;D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36ef00ed490bc99629165170d711d789\" alt=\"altText\" title=\"altText\" tg-width=\"670\" tg-height=\"350\"/><span>altText</span></p><h2 id=\"id_3242355157\" style=\"text-align: start;\">AVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?</h2><p style=\"text-align: start;\">Even with its strong growth, Broadcom&#39;s valuation continues to be a concern to investors. The company&#39;s current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. </p><p style=\"text-align: start;\">Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company&#39;s size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.</p><h2 id=\"id_2927689250\" style=\"text-align: start;\">Concluding Thoughts</h2><p style=\"text-align: start;\">Broadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.</p></body></html>","source":"lsy1742265190821","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>Broadcom's AI Boom Reshapes the Industry</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\">\nBroadcom's AI Boom Reshapes the Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey><strong>Tradingkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9...</p>\n\n<a href=\"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250479422-broadcom-ai-boom-reshapes-industry-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144806846","content_text":"AI Revenue Surge: Broadcom’s AI-related semiconductor revenue hit $10 billion in FY2024, now accounting for 35% of total semiconductor sales.Financial Strength: Q1 2025 revenue soared 25% YoY to $14.9 billion, with an EBITDA margin of 68% and $6 billion free cash flow.VMware Acquisition: The $61 billion deal accelerates Broadcom’s shift to software, boosting recurring revenue and strengthening enterprise cloud adoption.Premium Valuation: Broadcom trades at 22.8x EV/EBITDA, a 66% sector premium, requiring sustained AI-driven expansion to justify its high price tag.TradingKey - Broadcom Inc. has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions.On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors. Broadcom's long-term thesis is based on being positioned to capitalize on the AI wave, expansion of software offerings into enterprises, and competitive strength in networking solutions. The $61 billion VMware acquisition is a transition to a software-led model of expansion that will drive revenue predictability and profitability.Broadcom's ability to capitalize on the wave of AI is a distinguishing factor that separates it from legacy semiconductor players. While other industry players have their eyes on developing direct AI chips, Broadcom provides connectivity solutions that make operations hassle-free through the help of AI. But even with positive fundamentals, valuation is a concern with it being at a premium. The investors will have to weigh Broadcom's competitive advantage against implementation risks to place their bet on the company's shares.Business Summary: Semiconductors & Software Infrastructure ColossusBroadcom's business is divided into two primary segments: semiconductor solutions and infrastructure software. The semiconductor business involves networking, broadband, wireless, and AI accelerators, while infrastructure software business involves mainframe, cybersecurity, and cloud solutions.altTextRevenues derived through AI increased 77% YoY to $4.1 billion in Q1 2025 due to hyperscalers ramping up spending on AI XPU and connectivity. The infrastructure software business achieved a still more impressive 47% YoY increase due to adoption by enterprises and VMware integration into Broadcom's ecosystem. Such aggressive revenue expansion in software offsets Broadcom's high-margin semiconductor business model and allows it to ride out industry cyclicality over time.Broadcom's VMware acquisition secures its cloud and virtualization position while raising concern over risks of implementation. The acquisition will help Broadcom boost its base of recurring revenue by reducing dependency on cyclic semiconductor demand. Broadcom's strategy around AI is to provide connectivity solutions, AI interconnects, and merchant AI accelerators (XPUs) to hyperscale cloud providers.As more complex data center infrastructure is needed to handle AI workloads, Broadcom is well-positioned to capitalize on secular trends driving demand for high-speed connectivity solutions and network AI based on Ethernet. The company's technology lead around AI interconnects will be key to driving long-term growth.Broadcom is no longer merely a semiconductor company. Its expansion into software, particularly with VMware, offsets revenue volatility that follows chip demand cycles. However, software integration issues can mute synergistic hopes and slow revenue expansion.Competitive Landscape: The War Heats UpThe competitive scenario in the semiconductor and software space is transforming at a very rapid rate with AI-powered infrastructure at their core. Broadcom is competing with semiconductor and software companies such as Nvidia (NVDA), AMD (AMD), Intel (INTC), and Cisco (CSCO). Nvidia is way ahead in AI GPUs with their CUDA platform and deep learning. Broadcom's AI networking and connectivity products remain essential to hyperscalers constructing AI infrastructure. Unlike Nvidia and AMD's focus on compute-centric capabilities in AI, Broadcom's focus remains on high-speed interconnects and merchant AI accelerators that allow it to scale up AI workloads.altTextEven with such advantages, price pressure will still exist. As hardware margins narrow, Broadcom's pricing power on AI connectivity will be questioned. Furthermore, AMD and Intel continue to expand their AI-focused offerings with additional competition to the broader data center ecosystem. Another risk is that cloud providers design their own customized silicon internally, making Broadcom solutions increasingly dependent over time.Broadcom's rich IP portfolio with ~21,000 patents and close customer relationship with hyperscalers do provide a competitive moat that cannot be easily replicated. The transition to Ethernet-based networking in AI provides a significant opportunity for Broadcom to gain more market share, particularly as Ethernet-based solutions scale cost-effectively in AI data centers. altTextBroadcom's role in network AI remains significant but can no longer be taken for granted with Nvidia's threat to move into this space. The battle to control AI infrastructure is heating up, and Broadcom will have to continue to innovate and build good customer relationships. If it can defend its market share while building up its presence in AI connectivity, it will remain a dominant player in the space. But if competitors erode its pricing power or cloud providers build stand-alone solutions, Broadcom's growth will be stifled.Broadcom’s Triple-Threat Growth: How AI, Cloud, and VMware Are Powering Record-Breaking FinancialsBroadcom's revenue expansion is driven by three key drivers: VMware integration, enterprise cloud adoption, and growth in AI infrastructure. Financials continue to be record-breaking at Broadcom. Q1 2025 revenue was $14.9 billion, up 25% year over year. Adjusted EBITDA was $10.1 billion with a margin of 68%. Free cash flow was $6.0 billion at 40% of revenue and up 28% year over year. The numbers reflect Broadcom's ability to generate high operating leverage as it increases sales of products and software solutions related to AI. Broadcom has grown revenue every year over the past five fiscal years to $51.6 billion in FY2024 from $23.9 billion in FY2020. The rise is a compounded annual growth rate (CAGR) of approximately 21%, indicating that the company has successfully expanded into high-growth areas such as AI infrastructure and cloud software. FY2024 was especially notable with a boost coming through increased adoption of AI-related technologies and seamless integration of acquisitions such as VMware.The consistent increase in revenues is a reflection of Broadcom's efficient market penetration and diversification in semiconductor and software sectors. Broadcom has effectively developed resilience against market volatility by diversifying its portfolio and reducing dependency on cyclic hardware markets. Plain and simple, Broadcom's steady and increasing revenue growth indicates a well-run company that can effectively capitalize on industry trends.altTextBroadcom's gross margin expansion over recent years demonstrates its cost management efficiency and pricing strength in markets. From a non-GAAP gross margin of 73.5% in FY2020 to 76.5% in FY2024, it increased this level. The expansion can be largely attributed to a shift to higher-margin software products and high-margin AI-driven solutions, reflecting a concern with profitability as well as revenue growth.altTextAdjusted EBITDA has also registered impressive growth to reach close to $31.9 billion in FY2024 from $13.6 billion in FY2020. Such a steep increase is a clear indication of Broadcom's high operational efficiency and scalability as it takes advantage of high-margin business segments and efficient cost management strategies.Cost efficiency is a feature of Broadcom's business model. It incurred $9.3 billion in R&D spending in FY2024 to continue innovating while limiting capital spending to a paltry $100 million in Q1 to showcase asset-light operating efficiency. Broadcom's focus on software-driven and AI revenue streams enables it to maintain high adjusted EBITDA margins to justify business model scalability. The fact that it is able to sustain healthy profitability while accumulating a portfolio of AI infrastructure illustrates that it is positioned to be a high-growth, high-margin business.Ultimately, Broadcom's financial well-being is based on its ability to generate plenty of free cash flow while still spending aggressively on R&D. As long as it continues to invest successfully in high-growth AI and software areas, profitability will continue to be healthy. Integration challenges with VMware and competition in AI networking remain top risks that can hinder continued margin expansion.AI Boom: How Strategic Innovation Turned a Niche Bet into a PowerhouseBroadcom's AI business has become a rapid growth driver generating $12.2 billion in FY2024. Starting at less than 5% of revenue in 2019, Broadcom has strategically built up its AI infrastructure capabilities through leading PCIe Retimer technologies. Broadcom offers differentiated advantages with proprietary 5nm silicon solutions such as 35% lower power consumption and 40% longer reach compared to competitors using third-party solutions. This technology advantage provides significant efficiency and cost-effectiveness in AI data centers.altTextStrategically, Broadcom's positioning within the space of AI is to prioritize high-performance networking and interconnectivity rather than competing head-to-head in Nvidia and AMD's dense compute space. Its revenue trajectory in AI emphasizes a well-executed strategy to capitalize on hyperscale expansion in the data center space, with scalability and efficiency being at the forefront. Its niche focus with heavy R&D investment and industry-leading technology positions Broadcom to continue healthy growth in the high-growth space of AI infrastructure.altTextAVGO’s Pricey AI Bet: Is Its Premium Valuation Justified?Even with its strong growth, Broadcom's valuation continues to be a concern to investors. The company's current valuation at higher-than-peer multiples is evident in a forward EV/EBITDA of 22.8x against a sector median of 13.7x, a 66% premium. Similarly, its forward P/E multiple of 28.7x against a sector median of 21.5x suggests that investors are pricing in high levels of expansion in AI. However, looking at a PEG ratio of 1.31x against a sector median of 1.67x, it seems that expansion in AI is not yet fully priced into shares and that upside is present. Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it. The investor will have to take a long-term position with Broadcom with short-term volatility in mind while understanding that it can dominate AI infrastructure markets. The company's size, diversified revenues, and high free cash flows make it a good institutional portfolio allocation.Concluding ThoughtsBroadcom’s AI-driven growth, record-breaking revenues, and software expansion position it as a dominant force in AI infrastructure. With AI revenue surge and a strong cash flow engine, its future looks promising. However, its premium valuation requires flawless execution, making it a high-reward but carefully calculated investment.","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436922161647944,"gmtCreate":1747706650725,"gmtModify":1747706653589,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","listText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","text":"$Innodata(INOD)$ dirty movement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436922161647944","isVote":1,"tweetType":1,"viewCount":1589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":433468740841504,"gmtCreate":1746833284983,"gmtModify":1746833287797,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","listText":"<a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$ </a> dirty movement&nbsp;","text":"$Innodata(INOD)$ dirty movement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/433468740841504","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395977860805184,"gmtCreate":1737699217511,"gmtModify":1737699222390,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"It should be $69 , ur rating is too kind&nbsp;","listText":"It should be $69 , ur rating is too kind&nbsp;","text":"It should be $69 , ur rating is too kind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/395977860805184","repostId":"1133990586","repostType":2,"repost":{"id":"1133990586","kind":"news","pubTimestamp":1737688246,"share":"https://ttm.financial/m/news/1133990586?lang=&edition=fundamental","pubTime":"2025-01-24 11:10","market":"us","language":"en","title":"AMD: Don't Catch A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=1133990586","media":"Seeking Alpha","summary":"SummaryAMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD's customer","content":"<html><head></head><body><h2 id=\"id_4031527322\">Summary</h2><ul style=\"\"><li><p>AMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD&#39;s customer base.</p></li><li><p>AMD&#39;s focus on AI CPUs is risky due to low workplace AI adoption and poor performance of Microsoft&#39;s AI Co-Pilot, suggesting limited demand for AI PCs.</p></li><li><p>AMD is losing market share to Nvidia in GPUs due to a lack of backward compatibility in new software, and Broadcom is emerging as a strong competitor in AI chips.</p></li><li><p>Long-term growth prospects in AI and data centers face headwinds as tech companies produce their custom AI chips instead.</p></li><li><p>Valuation analysis indicates AMD&#39;s fair value is around $96, with technical analysis suggesting a bearish trend, leading to a &#39;Sell&#39; rating with a $96 price target.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69a280546bd21205fe0041306e77ddd3\" alt=\"detail of cpu chip processor on aluminum heat sink cooler and lights effects\" title=\"detail of cpu chip processor on aluminum heat sink cooler and lights effects\" tg-width=\"750\" tg-height=\"500\"/><span>detail of cpu chip processor on aluminum heat sink cooler and lights effects</span></p><p></p><h2 id=\"id_1269670165\">Brief/Overview</h2><p>Advanced Micro Devices (NASDAQ:AMD) is a major multinational technology company that manufactures microprocessors, embedded processors, and graphics processors (GPUs) for servers, workstations, personal computers, etc. The company is headquartered in Santa Clara, California.</p><p>In 2024, amidst the surge in artificial intelligence-related stocks, AMD underperformed, not only experiencing a decline of 18% in the year but also losing nearly half of its value from its 52-week high of $227 in March 2024, with the share currently trading around $115.</p><p>In this report, I will be highlighting major headwinds for the stock, such as the company’s disappointing performance at the CES 2025 event, a risk from a slowdown in hyper-scaler capex growth, and mega-cap tech companies developing and using their own chips instead of being AMD customers.</p><h2 id=\"id_2990571026\">Thesis/Triggers</h2><h3 id=\"id_703187871\">CES 2025—All Eyes on AI CPU Products</h3><p>AMD’s presentation at the highly anticipated CES 2025 event left investors and fans disappointed as it failed to mention or address the buzz topic—the company’s upcoming GPUs—the Radeon RX 9070 XT and RX 9070, as well as the RDNA 4 architecture. The company instead focused heavily on artificial intelligence and AI-related next-gen CPU launches, such as the new Ryzen 9950 X3D. Another major announcement was around the Ryzen AI 300 series processors, which is their product line for AI CPUs, especially Co-Pilot+ PCs.</p><p>To address the hype around AI CPUs first, I do not believe it is a very good idea for AMD to increase their consumer AI PC portfolio for many reasons. Firstly, there is little adoption of artificial intelligence in the workplace. Only 5% of respondents to a Deutsche Bank survey conducted in December 2024 said they extensively used AI tools for work-related tasks. This number has not improved since July 2024. Over a third of respondents still say that they do not use AI tools at all for workplace tasks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7b2e14b03a3cc92025844065ef45ed1\" alt=\"DB Survey on workplace adoption of AI tools\" title=\"DB Survey on workplace adoption of AI tools\" tg-width=\"640\" tg-height=\"372\"/><span>DB Survey on workplace adoption of AI tools</span></p><p></p><p>Next up is the disappointing performance of the Microsoft AI Co-Pilot product. The product is so bad that Salesforce CEO Marc Benioff did not hesitate to criticize the same in their earnings call in August 2024. Benioff said that the solution had left many customers disappointed. Salesforce launched its Agentforce platform, which will empower customers to build their own bots, or “agents,” to perform tasks autonomously—across Salesforce CRM apps—with some degree of human oversight. While his criticism of Copilot could be attributed to the fact that Agentforce is a rival of Copilot, the average user is unhappy with the latter too, and so are Microsoft employees. As early as March 2024, users complained that Copilot was not as good as ChatGPT. Users as well as employees at Microsoft are unhappy with the new update launched in October 2024, making them question its effectiveness, with issues such as freezing and slower response times and less informative responses. Microsoft’s Copilot app fails to work with the company’s identity and access management platform Entra, prompting the company to advise organizations to uninstall the app. This could further stall adoption of the feature and AI PCs in general.</p><p>While those bullish on the stock may argue that an AI-driven PC upgrade/replacement cycle is near, there is little hope for AI PCs in my opinion, as that is what the data seems to indicate. A survey of 26,000 respondents showed that 84% of respondents were not willing to pay up premium prices for AI features on personal computers, 9% were unsure, and only 7% were willing to do so. IDC VP Linn Huang is of the opinion that AI PCs ramping up towards mass market status may only begin in 2026, which suggests it would be slower than mainstream expectations from Gartner and Canalys suggesting the AI PCs could make up nearly 40% of all PC shipments in 2025.</p><h3 id=\"id_790497641\">AMD losing out to Nvidia (in GPUs)</h3><p>Talking now about the GPUs—the RX 9070 and RX 9070 XT. AMD has confirmed that FSR 4 (Fidelity Super Resolution) will be exclusive to the new RDNA 4 GPUs, which reduces the potential for selling the other chips. While this may promote exclusivity and increase demand for the new chips, it is unclear why the company would do so knowing full well it would make them less competitive to Nvidia (NVDA), which has announced that it will make its Deep Learning Super Sampling (DLSS) 4 backward compatible to older hardware, i.e., all existing RTX GPUs. While AMD has shifted to more mid-range GPUs, the lack of backward compatibility of new software (the FSR) to older hardware (previous generation RDNA GPUs) negatively impacts how gamers view the company’s products, especially in comparison to Nvidia.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aba18f6d81eb9143f096d53f5e2f3eb0\" alt=\"AMD Vs NVDA Market Share in GPUs\" title=\"AMD Vs NVDA Market Share in GPUs\" tg-width=\"640\" tg-height=\"427\"/><span>AMD Vs NVDA Market Share in GPUs</span></p><p></p><p>The above graph shows the discrete market distribution of Nvidia and AMD in the Graphics Processing Units (GPUs) segment. One can see how over time, Nvidia, with its superior technology (and implementation), has chewed into the share of AMD.</p><p>As for the AI chips, AMD launched the MI325X in October 2024 to rival Nvidia’s Blackwell H200 Tensor Core GPUs. AMD claims these new chips have better performance than Nvidia’s H200 on memory capacity, bandwidth, and other features. However, Nvidia’s chips use their specialised programming language—CUDA, which has become standard among AI developers and entrenched in the AI ecosystem, which establishes Nvidia’s moat and protects its market share from competitors such as AMD. Additionally, the continuous R&amp;D across both companies means we never know when Nvidia may come up with a product that can rival even the improved AMD MI355X, which is set to launch in H2 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/332bb8386cd46262f9ce1a199b09fb92\" alt=\"AMD MI325X Vs Nvidia H200\" title=\"AMD MI325X Vs Nvidia H200\" tg-width=\"640\" tg-height=\"347\"/><span>AMD MI325X Vs Nvidia H200</span></p><h3 id=\"id_3641505727\">AMD losing out to Broadcom and Tech companies as #2</h3><p>So far, we’ve covered how AMD’s bet on AI Copilot PCs may fail and how the company is losing ground to Nvidia. In this section, I will be talking about how AMD may have also failed to be the closest competitor to Nvidia in offering AI solutions to mega-cap tech companies such as Meta (META), Microsoft (MSFT), Alphabet (GOOG), Apple (AAPL) and Amazon (AMZN). The closest rivals to Nvidia may be Broadcom (AVGO), Arm Technologies (ARM) or all these tech companies themselves as they begin developing their customized artificial intelligence chips.</p><p>Starting off with the largest of all these companies—Apple. The iPhone maker has, at several different points, or is currently, using AI chips from multiple companies such as Amazon, Broadcom, and Google to train its AI models for various features of Apple Intelligence across various devices in the Apple ecosystem. Apple’s senior director of ML and AI confirmed the company was using Amazon’s Graviton chips, which led to a 40% efficiency improvement. This shows that Amazon’s chips aren’t just useful for inferencing from AI models but also developing new models, thereby reducing the reliance on traditional chip makers such as AMD. In November 2024, Microsoft launched two additional AI infrastructure chips to increase the speed of AI operations and increase data security. Furthermore, companies are looking to Broadcom (AVGO) and not AMD for their custom AI chip solutions. Broadcom is being sought after extensively by multiple tech companies for their large-scale AI developments.</p><p>All these factors would suggest there is significant downside risk for AMD’s estimates of 26% revenue growth in 2025, as well as future revenue growth projections of over 20% CAGR.</p><h2 id=\"id_1598806784\">Valuation – Median-Multiple and Technical Analysis</h2><p>In order to arrive at a price target for AMD, I will be using two methodologies: the median multiple of comparable companies in order to estimate the fair value and some degree of technical analysis to gauge where the price is headed in the near future (6 to 12 months).</p><p>First up, the median-multiple analysis uses various valuation multiples: enterprise value EV/sales, EV/EBITDA, EV/EBIT, price/sales, price/earnings, price-to-operating cash flow, and lastly, the price to unlevered free cash flow. The comparable companies considered for AMD are Arm Holdings (ARM), Broadcom (AVGO), Micron Technology (MU), Nvidia (NVDA), Qualcomm (QCOM), and Texas Instruments (TXN).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf30dbde1210931c5d2dbf9348b09bb5\" alt=\"AMD Median Multiple Valuation\" title=\"AMD Median Multiple Valuation\" tg-width=\"640\" tg-height=\"222\"/><span>AMD Median Multiple Valuation</span></p><p></p><p>While each valuation multiple produces different fair value estimates, I have considered the median of these various fair value estimates in order to arrive at a price target of AMD. As highlighted in the above Excel sheet, the median fair value estimate for AMD is roughly $99. For full disclosure, the average of these seven fair value estimates was approximately $121 (near close on 15th January 2025). I have chosen the median estimate to avoid the fair value estimate being impacted by extreme values (which were created by the EV/EBIT as well as both sales measures—P/S and EV/S).</p><p>This tells us the fair value of AMD may be between $99 and $121. Let us look at what the price action tells us. Below is the monthly chart of AMD with trendlines joining the closing highs of November 2021 and February 2024. The red trendline indicates support (buying) the lows of September 2015, February 2016, October 2022, December 2022, and July 2024. The orange trendline joins the lows of March 2018, October 2022, and December 2022. The monthly closing charts show AMD breaking down below both the red and orange trendlines, a significant bearish development. This suggests that price may be headed lower over the coming few months. The most likely destination, i.e., the next support level, comes at the $94.69 horizontal support line, which has candlestick contact points at the highs of August 2020, November 2020, December 2020, July 2022, and March 2023 and the lows of September 2021, April 2023, and October 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ae5b65a1ff3d8dfb088ed15c44b71e7\" alt=\"AMD bearish breakdown below trendlines\" title=\"AMD bearish breakdown below trendlines\" tg-width=\"640\" tg-height=\"349\"/><span>AMD bearish breakdown below trendlines</span></p><p></p><h2 id=\"id_4270829156\">Conclusion</h2><p>Based on the headwinds that AMD faces, even in light of tailwinds for the semiconductor manufacturing industry, mainly competition from Nvidia and Broadcom in the GPU and AI chips market, as well as underperformance and limited demand for Copilot AI PCs and tech companies manufacturing their own AI chips, it seems that AMD’s price may be headed lower in the next 6-12 months.</p><p>My price target, based on the median of fair value estimates as well as evidence from technical analysis, is $99, which is about 20% below the closing of 15th January 2025, and thereby I place a ‘Sell’ rating on the stock.</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>AMD: Don't Catch A Falling Knife</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Don't Catch A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-24 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4751255-amd-dont-catch-a-falling-knife><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD's customer...</p>\n\n<a href=\"https://seekingalpha.com/article/4751255-amd-dont-catch-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4751255-amd-dont-catch-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133990586","content_text":"SummaryAMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD's customer base.AMD's focus on AI CPUs is risky due to low workplace AI adoption and poor performance of Microsoft's AI Co-Pilot, suggesting limited demand for AI PCs.AMD is losing market share to Nvidia in GPUs due to a lack of backward compatibility in new software, and Broadcom is emerging as a strong competitor in AI chips.Long-term growth prospects in AI and data centers face headwinds as tech companies produce their custom AI chips instead.Valuation analysis indicates AMD's fair value is around $96, with technical analysis suggesting a bearish trend, leading to a 'Sell' rating with a $96 price target.detail of cpu chip processor on aluminum heat sink cooler and lights effectsBrief/OverviewAdvanced Micro Devices (NASDAQ:AMD) is a major multinational technology company that manufactures microprocessors, embedded processors, and graphics processors (GPUs) for servers, workstations, personal computers, etc. The company is headquartered in Santa Clara, California.In 2024, amidst the surge in artificial intelligence-related stocks, AMD underperformed, not only experiencing a decline of 18% in the year but also losing nearly half of its value from its 52-week high of $227 in March 2024, with the share currently trading around $115.In this report, I will be highlighting major headwinds for the stock, such as the company’s disappointing performance at the CES 2025 event, a risk from a slowdown in hyper-scaler capex growth, and mega-cap tech companies developing and using their own chips instead of being AMD customers.Thesis/TriggersCES 2025—All Eyes on AI CPU ProductsAMD’s presentation at the highly anticipated CES 2025 event left investors and fans disappointed as it failed to mention or address the buzz topic—the company’s upcoming GPUs—the Radeon RX 9070 XT and RX 9070, as well as the RDNA 4 architecture. The company instead focused heavily on artificial intelligence and AI-related next-gen CPU launches, such as the new Ryzen 9950 X3D. Another major announcement was around the Ryzen AI 300 series processors, which is their product line for AI CPUs, especially Co-Pilot+ PCs.To address the hype around AI CPUs first, I do not believe it is a very good idea for AMD to increase their consumer AI PC portfolio for many reasons. Firstly, there is little adoption of artificial intelligence in the workplace. Only 5% of respondents to a Deutsche Bank survey conducted in December 2024 said they extensively used AI tools for work-related tasks. This number has not improved since July 2024. Over a third of respondents still say that they do not use AI tools at all for workplace tasks.DB Survey on workplace adoption of AI toolsNext up is the disappointing performance of the Microsoft AI Co-Pilot product. The product is so bad that Salesforce CEO Marc Benioff did not hesitate to criticize the same in their earnings call in August 2024. Benioff said that the solution had left many customers disappointed. Salesforce launched its Agentforce platform, which will empower customers to build their own bots, or “agents,” to perform tasks autonomously—across Salesforce CRM apps—with some degree of human oversight. While his criticism of Copilot could be attributed to the fact that Agentforce is a rival of Copilot, the average user is unhappy with the latter too, and so are Microsoft employees. As early as March 2024, users complained that Copilot was not as good as ChatGPT. Users as well as employees at Microsoft are unhappy with the new update launched in October 2024, making them question its effectiveness, with issues such as freezing and slower response times and less informative responses. Microsoft’s Copilot app fails to work with the company’s identity and access management platform Entra, prompting the company to advise organizations to uninstall the app. This could further stall adoption of the feature and AI PCs in general.While those bullish on the stock may argue that an AI-driven PC upgrade/replacement cycle is near, there is little hope for AI PCs in my opinion, as that is what the data seems to indicate. A survey of 26,000 respondents showed that 84% of respondents were not willing to pay up premium prices for AI features on personal computers, 9% were unsure, and only 7% were willing to do so. IDC VP Linn Huang is of the opinion that AI PCs ramping up towards mass market status may only begin in 2026, which suggests it would be slower than mainstream expectations from Gartner and Canalys suggesting the AI PCs could make up nearly 40% of all PC shipments in 2025.AMD losing out to Nvidia (in GPUs)Talking now about the GPUs—the RX 9070 and RX 9070 XT. AMD has confirmed that FSR 4 (Fidelity Super Resolution) will be exclusive to the new RDNA 4 GPUs, which reduces the potential for selling the other chips. While this may promote exclusivity and increase demand for the new chips, it is unclear why the company would do so knowing full well it would make them less competitive to Nvidia (NVDA), which has announced that it will make its Deep Learning Super Sampling (DLSS) 4 backward compatible to older hardware, i.e., all existing RTX GPUs. While AMD has shifted to more mid-range GPUs, the lack of backward compatibility of new software (the FSR) to older hardware (previous generation RDNA GPUs) negatively impacts how gamers view the company’s products, especially in comparison to Nvidia.AMD Vs NVDA Market Share in GPUsThe above graph shows the discrete market distribution of Nvidia and AMD in the Graphics Processing Units (GPUs) segment. One can see how over time, Nvidia, with its superior technology (and implementation), has chewed into the share of AMD.As for the AI chips, AMD launched the MI325X in October 2024 to rival Nvidia’s Blackwell H200 Tensor Core GPUs. AMD claims these new chips have better performance than Nvidia’s H200 on memory capacity, bandwidth, and other features. However, Nvidia’s chips use their specialised programming language—CUDA, which has become standard among AI developers and entrenched in the AI ecosystem, which establishes Nvidia’s moat and protects its market share from competitors such as AMD. Additionally, the continuous R&D across both companies means we never know when Nvidia may come up with a product that can rival even the improved AMD MI355X, which is set to launch in H2 2025.AMD MI325X Vs Nvidia H200AMD losing out to Broadcom and Tech companies as #2So far, we’ve covered how AMD’s bet on AI Copilot PCs may fail and how the company is losing ground to Nvidia. In this section, I will be talking about how AMD may have also failed to be the closest competitor to Nvidia in offering AI solutions to mega-cap tech companies such as Meta (META), Microsoft (MSFT), Alphabet (GOOG), Apple (AAPL) and Amazon (AMZN). The closest rivals to Nvidia may be Broadcom (AVGO), Arm Technologies (ARM) or all these tech companies themselves as they begin developing their customized artificial intelligence chips.Starting off with the largest of all these companies—Apple. The iPhone maker has, at several different points, or is currently, using AI chips from multiple companies such as Amazon, Broadcom, and Google to train its AI models for various features of Apple Intelligence across various devices in the Apple ecosystem. Apple’s senior director of ML and AI confirmed the company was using Amazon’s Graviton chips, which led to a 40% efficiency improvement. This shows that Amazon’s chips aren’t just useful for inferencing from AI models but also developing new models, thereby reducing the reliance on traditional chip makers such as AMD. In November 2024, Microsoft launched two additional AI infrastructure chips to increase the speed of AI operations and increase data security. Furthermore, companies are looking to Broadcom (AVGO) and not AMD for their custom AI chip solutions. Broadcom is being sought after extensively by multiple tech companies for their large-scale AI developments.All these factors would suggest there is significant downside risk for AMD’s estimates of 26% revenue growth in 2025, as well as future revenue growth projections of over 20% CAGR.Valuation – Median-Multiple and Technical AnalysisIn order to arrive at a price target for AMD, I will be using two methodologies: the median multiple of comparable companies in order to estimate the fair value and some degree of technical analysis to gauge where the price is headed in the near future (6 to 12 months).First up, the median-multiple analysis uses various valuation multiples: enterprise value EV/sales, EV/EBITDA, EV/EBIT, price/sales, price/earnings, price-to-operating cash flow, and lastly, the price to unlevered free cash flow. The comparable companies considered for AMD are Arm Holdings (ARM), Broadcom (AVGO), Micron Technology (MU), Nvidia (NVDA), Qualcomm (QCOM), and Texas Instruments (TXN).AMD Median Multiple ValuationWhile each valuation multiple produces different fair value estimates, I have considered the median of these various fair value estimates in order to arrive at a price target of AMD. As highlighted in the above Excel sheet, the median fair value estimate for AMD is roughly $99. For full disclosure, the average of these seven fair value estimates was approximately $121 (near close on 15th January 2025). I have chosen the median estimate to avoid the fair value estimate being impacted by extreme values (which were created by the EV/EBIT as well as both sales measures—P/S and EV/S).This tells us the fair value of AMD may be between $99 and $121. Let us look at what the price action tells us. Below is the monthly chart of AMD with trendlines joining the closing highs of November 2021 and February 2024. The red trendline indicates support (buying) the lows of September 2015, February 2016, October 2022, December 2022, and July 2024. The orange trendline joins the lows of March 2018, October 2022, and December 2022. The monthly closing charts show AMD breaking down below both the red and orange trendlines, a significant bearish development. This suggests that price may be headed lower over the coming few months. The most likely destination, i.e., the next support level, comes at the $94.69 horizontal support line, which has candlestick contact points at the highs of August 2020, November 2020, December 2020, July 2022, and March 2023 and the lows of September 2021, April 2023, and October 2023.AMD bearish breakdown below trendlinesConclusionBased on the headwinds that AMD faces, even in light of tailwinds for the semiconductor manufacturing industry, mainly competition from Nvidia and Broadcom in the GPU and AI chips market, as well as underperformance and limited demand for Copilot AI PCs and tech companies manufacturing their own AI chips, it seems that AMD’s price may be headed lower in the next 6-12 months.My price target, based on the median of fair value estimates as well as evidence from technical analysis, is $99, which is about 20% below the closing of 15th January 2025, and thereby I place a ‘Sell’ rating on the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574454656595276","authorId":"3574454656595276","name":"Jokerz","avatar":"https://static.tigerbbs.com/ed598874b1c2b9bd8c6076a4c57d6db9","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3574454656595276","idStr":"3574454656595276"},"content":"Then u short lor and post ur pos pls for accountability. Don’t just talk","text":"Then u short lor and post ur pos pls for accountability. Don’t just talk","html":"Then u short lor and post ur pos pls for accountability. Don’t just talk"},{"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"content":"I want AMD ＄196 , can you do it lol, catch no ball ah","text":"I want AMD ＄196 , can you do it lol, catch no ball ah","html":"I want AMD ＄196 , can you do it lol, catch no ball ah"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}