琉璃思索 personal page - To The Moon

琉璃思索

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01-14

$CoreWeave, Inc.(CRWV)$ insider trading

01-13

Fuck you

01-03

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ @Trade Feed Decoder

2025-12-06

$Meta Platforms, Inc.(META)$ @Trade Feed Decoder

2025-10-17

$Meta Platforms, Inc.(META)$ Take a look at the latest order I posted！@Trade Feed Decoder

2025-10-07

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Take a look at the latest order I posted！@Trade Feed Decoder

2025-05-20

$Innodata(INOD)$ dirty movement

2025-05-13

$NASDAQ(.IXIC)$ 4% dude

2025-05-13

$SoundHound AI Inc(SOUN)$ super dirty

2025-05-10

$Innodata(INOD)$ dirty movement

2025-03-29

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.

2025-03-26

What's the morale of this analysis

Broadcom's AI Boom Reshapes the Industry

2025-03-22

$NASDAQ(.IXIC)$ pump and dump nasdaq

2025-03-22

Make sense with trump admin, recession is coming

Micron Stock Falls 7.8% After Earnings. The Detail That Overshadowed Strong Results

2025-03-22

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

2025-03-22

$NASDAQ(.IXIC)$ nice bull trap

2025-03-21

Useless comment

Super Micro Stock Rises 3%. Why JPMorgan Raised Its Underweight Rating

2025-03-21

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%

2025-03-19

What's the morale of this publish

Sorry, the original content has been removed

2025-03-10

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

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> insider trading&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> insider trading&nbsp;","text":"$CoreWeave, Inc.(CRWV)$ insider trading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521696315716456","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521094882022688,"gmtCreate":1768248752181,"gmtModify":1768254965285,"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":[],"title":"","htmlText":"Fuck you","listText":"Fuck you","text":"Fuck you","images":[{"img":"https://community-static.tradeup.com/news/f412ad0b1d675e4a518ad235d3f0a6a0","width":"990","height":"1967"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521094882022688","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":517581836538304,"gmtCreate":1767385758126,"gmtModify":1768629414125,"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":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/517581836538304","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507668067447520,"gmtCreate":1764964212627,"gmtModify":1764964216925,"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":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Meta Platforms, Inc.(META)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/507668067447520","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490257164170032,"gmtCreate":1760715096323,"gmtModify":1764966105583,"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/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Meta Platforms, Inc.(META)$ Take a look at the latest order I posted！@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":36,"commentSize":2,"repostSize":53,"link":"https://ttm.financial/post/490257164170032","isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000719","authorId":"9000000000000719","name":"AllenBartlett","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000719","idStr":"9000000000000719"},"content":"Wow, fantastic entry at that price! [Wow]","text":"Wow, fantastic entry at that price! [Wow]","html":"Wow, fantastic entry at that price! [Wow]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486607641158216,"gmtCreate":1759768993659,"gmtModify":1760129464247,"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/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Take a look at the latest order I posted！@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":2,"repostSize":18,"link":"https://ttm.financial/post/486607641158216","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000140","authorId":"9000000000000140","name":"happygo","avatar":"https://static.tigerbbs.com/f63b3c9844fec1361496f60171c10016","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000140","idStr":"9000000000000140"},"content":"That's an interesting move! Are you expecting a sharp decline in semiconductors soon?","text":"That's an interesting move! Are you expecting a sharp decline in semiconductors soon?","html":"That's an interesting move! Are you expecting a sharp decline in semiconductors soon?"}],"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":1896,"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":1798,"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":1717,"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":2508,"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":1768687713600,"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":2238,"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=en_US&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\">Source 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":1961,"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":1529,"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,"repost":{"id":"1123703401","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1742568618,"share":"https://ttm.financial/m/news/1123703401?lang=en_US&edition=fundamental","pubTime":"2025-03-21 22:50","market":"us","language":"en","title":"Micron Stock Falls 7.8% After Earnings. The Detail That Overshadowed Strong Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1123703401","media":"Dow Jones","summary":"$Micron(MU)$ Technology stock was falling 7.8% on Friday as guidance for lower profit margins overshadowed its better-than-expected earnings.That’s not putting off analysts who back the growth of arti","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">Micron</a> Technology stock was falling 7.8% on Friday as guidance for lower profit margins overshadowed its better-than-expected earnings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f2fcec6c6dffde1f10f1520c8fd70fd\" tg-width=\"750\" tg-height=\"624\"/></p><p>That’s not putting off analysts who back the growth of artificial-intelligence hardware to keep boosting the market for its memory chips. </p><p>However, Wall Street is still confident high-bandwidth memory (HBM)—a necessary component of the latest AI processors from the likes of Nvidia—is set to drive Micron’s growth in the longer term. </p><p>Micron said that sales of HBM chips surpassed the $1 billion milestone in its fiscal second quarter, ahead of its own estimates and up 50% sequentially. It raised its forecast for the total addressable market of HBM chips in 2025 to more than $35 billion from $20 billion previously. </p><p>“With HBM sold out through this year, and HBM requirements only looking to increase…for the foreseeable future (on the back of both strong AI demand as well as increased bit equivalency metrics), we see HBM growth as a tailwind that looks set to persist into CY’26 [calendar year 2026],” wrote Wedbush analyst Matt Bryson in a research note. </p><p>Bryson raised his target price on the stock to $130 from $125, while keeping an Outperform rating. </p><p>The question for Micron is whether growth in HBM chips can offset any cyclical weakness in DRAM—or dynamic random-access memory—or NAND chips in its core end markets of PCs, mobile phones, and data centers.</p><p>One negative that multiple analysts flagged was Micron’s guidance for its gross margin to fall to 36.5% in its fiscal third quarter from 37.9% in the second quarter, before rising again in its fourth quarter.</p><p>“We think this is largely due to the NAND business where Micron is putting more bits into consumer markets with lower prices and margins to move NAND bits off the balance sheet,” wrote UBS analyst Timothy Arcuri in a research note.</p><p>Micron Chief Executive Sanjay Mehrotra said in a statement demand for its DRAM and NAND products is growing in data center and consumer-oriented markets. </p><p style=\"text-align: start;\">“We see no change in the big picture story here—Micron has established technology leadership in HBM and its ramp is siphoning wafers away from traditional PC/smartphone memory markets, meaning that DRAM should operate with more sustained supply/demand dynamics as long as AI continues to grow,” Arcuri wrote. </p><p style=\"text-align: start;\">Arcuri kept a Buy rating and $130 target price on the stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Falls 7.8% After Earnings. The Detail That Overshadowed Strong Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Stock Falls 7.8% After Earnings. The Detail That Overshadowed Strong Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-21 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">Micron</a> Technology stock was falling 7.8% on Friday as guidance for lower profit margins overshadowed its better-than-expected earnings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f2fcec6c6dffde1f10f1520c8fd70fd\" tg-width=\"750\" tg-height=\"624\"/></p><p>That’s not putting off analysts who back the growth of artificial-intelligence hardware to keep boosting the market for its memory chips. </p><p>However, Wall Street is still confident high-bandwidth memory (HBM)—a necessary component of the latest AI processors from the likes of Nvidia—is set to drive Micron’s growth in the longer term. </p><p>Micron said that sales of HBM chips surpassed the $1 billion milestone in its fiscal second quarter, ahead of its own estimates and up 50% sequentially. It raised its forecast for the total addressable market of HBM chips in 2025 to more than $35 billion from $20 billion previously. </p><p>“With HBM sold out through this year, and HBM requirements only looking to increase…for the foreseeable future (on the back of both strong AI demand as well as increased bit equivalency metrics), we see HBM growth as a tailwind that looks set to persist into CY’26 [calendar year 2026],” wrote Wedbush analyst Matt Bryson in a research note. </p><p>Bryson raised his target price on the stock to $130 from $125, while keeping an Outperform rating. </p><p>The question for Micron is whether growth in HBM chips can offset any cyclical weakness in DRAM—or dynamic random-access memory—or NAND chips in its core end markets of PCs, mobile phones, and data centers.</p><p>One negative that multiple analysts flagged was Micron’s guidance for its gross margin to fall to 36.5% in its fiscal third quarter from 37.9% in the second quarter, before rising again in its fourth quarter.</p><p>“We think this is largely due to the NAND business where Micron is putting more bits into consumer markets with lower prices and margins to move NAND bits off the balance sheet,” wrote UBS analyst Timothy Arcuri in a research note.</p><p>Micron Chief Executive Sanjay Mehrotra said in a statement demand for its DRAM and NAND products is growing in data center and consumer-oriented markets. </p><p style=\"text-align: start;\">“We see no change in the big picture story here—Micron has established technology leadership in HBM and its ramp is siphoning wafers away from traditional PC/smartphone memory markets, meaning that DRAM should operate with more sustained supply/demand dynamics as long as AI continues to grow,” Arcuri wrote. </p><p style=\"text-align: start;\">Arcuri kept a Buy rating and $130 target price on the stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123703401","content_text":"Micron Technology stock was falling 7.8% on Friday as guidance for lower profit margins overshadowed its better-than-expected earnings.That’s not putting off analysts who back the growth of artificial-intelligence hardware to keep boosting the market for its memory chips. However, Wall Street is still confident high-bandwidth memory (HBM)—a necessary component of the latest AI processors from the likes of Nvidia—is set to drive Micron’s growth in the longer term. Micron said that sales of HBM chips surpassed the $1 billion milestone in its fiscal second quarter, ahead of its own estimates and up 50% sequentially. It raised its forecast for the total addressable market of HBM chips in 2025 to more than $35 billion from $20 billion previously. “With HBM sold out through this year, and HBM requirements only looking to increase…for the foreseeable future (on the back of both strong AI demand as well as increased bit equivalency metrics), we see HBM growth as a tailwind that looks set to persist into CY’26 [calendar year 2026],” wrote Wedbush analyst Matt Bryson in a research note. Bryson raised his target price on the stock to $130 from $125, while keeping an Outperform rating. The question for Micron is whether growth in HBM chips can offset any cyclical weakness in DRAM—or dynamic random-access memory—or NAND chips in its core end markets of PCs, mobile phones, and data centers.One negative that multiple analysts flagged was Micron’s guidance for its gross margin to fall to 36.5% in its fiscal third quarter from 37.9% in the second quarter, before rising again in its fourth quarter.“We think this is largely due to the NAND business where Micron is putting more bits into consumer markets with lower prices and margins to move NAND bits off the balance sheet,” wrote UBS analyst Timothy Arcuri in a research note.Micron Chief Executive Sanjay Mehrotra said in a statement demand for its DRAM and NAND products is growing in data center and consumer-oriented markets. “We see no change in the big picture story here—Micron has established technology leadership in HBM and its ramp is siphoning wafers away from traditional PC/smartphone memory markets, meaning that DRAM should operate with more sustained supply/demand dynamics as long as AI continues to grow,” Arcuri wrote. Arcuri kept a Buy rating and $130 target price on the stock.","news_type":1,"symbols_score_info":{"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416021392650840,"gmtCreate":1742575779558,"gmtModify":1742575782539,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$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":1775,"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":1384,"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,"repost":{"id":"1114944516","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1742566176,"share":"https://ttm.financial/m/news/1114944516?lang=en_US&edition=fundamental","pubTime":"2025-03-21 22:09","market":"us","language":"en","title":"Super Micro Stock Rises 3%. Why JPMorgan Raised Its Underweight Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1114944516","media":"Dow Jones","summary":"$Super Micro Computer(SMCI)$ stock is on the cusp of recovery, though its path forward is challenged in a increasingly competitive landscape, said analysts at J.P. Morgan.Analysts led by Samik Chatter","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> stock is on the cusp of recovery, though its path forward is challenged in a increasingly competitive landscape, said analysts at J.P. Morgan.</p><p>Analysts led by Samik Chatterjee upgraded Super Micro shares to Neutral from Underweight and boosted the price target to $45 from $35. Super Micro stock was up 3% to $40.27, with Chatterjee’s new price target suggesting a potential 12% upside.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/437bdc2445f31a14466a451460c93acc\" tg-width=\"762\" tg-height=\"625\"/></p><p>The upgrade came just weeks after Super Micro met the deadline to file its delayed annual and quarterly reports with the Securities and Exchange Commission, narrowly avoiding delisting from the Nasdaq exchange.</p><p>The analysts argued that the company “cycled past the uncertainty in relation to pending SEC filings” and was positioned to benefit from ramping demand for its servers powered by Nvidia Blackwell chips.</p><p>In their view, Super Micro is one of the leading players in the AI server market due to its next-generation graphics processing units and broader technical capabilities in areas like liquid cooling.</p><p>J.P. Morgan raised its fiscal 2026 revenue forecast on Super Micro to $39 billion from $34 billion, “led by our expectations for better revenue progression with improving datapoints in relation to supply from Nvidia,” the analysts wrote.</p><p style=\"text-align: start;\">However, the upcoming strength is partially offset by “potential concerns around margin trajectory,” as mounting competition drives aggressive pricing and gross margin pressures, the analysts said.</p><p style=\"text-align: start;\">The J.P. Morgan team expects to see “significant” working capital headwinds beginning in the fourth quarter of fiscal 2025 and stretching into the following year, “with the company expected to invest significantly in inventory to support revenue growth.”</p><p style=\"text-align: start;\">The analysts forecast additional debt raises beyond the recent convertible note offering in February, which increases their forecasts for interest expenses and serves to limit earnings-per-share upsides, they wrote.</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>Super Micro Stock Rises 3%. Why JPMorgan Raised Its Underweight Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Stock Rises 3%. Why JPMorgan Raised Its Underweight Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-21 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> stock is on the cusp of recovery, though its path forward is challenged in a increasingly competitive landscape, said analysts at J.P. Morgan.</p><p>Analysts led by Samik Chatterjee upgraded Super Micro shares to Neutral from Underweight and boosted the price target to $45 from $35. Super Micro stock was up 3% to $40.27, with Chatterjee’s new price target suggesting a potential 12% upside.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/437bdc2445f31a14466a451460c93acc\" tg-width=\"762\" tg-height=\"625\"/></p><p>The upgrade came just weeks after Super Micro met the deadline to file its delayed annual and quarterly reports with the Securities and Exchange Commission, narrowly avoiding delisting from the Nasdaq exchange.</p><p>The analysts argued that the company “cycled past the uncertainty in relation to pending SEC filings” and was positioned to benefit from ramping demand for its servers powered by Nvidia Blackwell chips.</p><p>In their view, Super Micro is one of the leading players in the AI server market due to its next-generation graphics processing units and broader technical capabilities in areas like liquid cooling.</p><p>J.P. Morgan raised its fiscal 2026 revenue forecast on Super Micro to $39 billion from $34 billion, “led by our expectations for better revenue progression with improving datapoints in relation to supply from Nvidia,” the analysts wrote.</p><p style=\"text-align: start;\">However, the upcoming strength is partially offset by “potential concerns around margin trajectory,” as mounting competition drives aggressive pricing and gross margin pressures, the analysts said.</p><p style=\"text-align: start;\">The J.P. Morgan team expects to see “significant” working capital headwinds beginning in the fourth quarter of fiscal 2025 and stretching into the following year, “with the company expected to invest significantly in inventory to support revenue growth.”</p><p style=\"text-align: start;\">The analysts forecast additional debt raises beyond the recent convertible note offering in February, which increases their forecasts for interest expenses and serves to limit earnings-per-share upsides, they wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://wallstreetpit.com/125351-super-micro-scores-an-upgrade-from-jpmorgan/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114944516","content_text":"Super Micro Computer stock is on the cusp of recovery, though its path forward is challenged in a increasingly competitive landscape, said analysts at J.P. Morgan.Analysts led by Samik Chatterjee upgraded Super Micro shares to Neutral from Underweight and boosted the price target to $45 from $35. Super Micro stock was up 3% to $40.27, with Chatterjee’s new price target suggesting a potential 12% upside.The upgrade came just weeks after Super Micro met the deadline to file its delayed annual and quarterly reports with the Securities and Exchange Commission, narrowly avoiding delisting from the Nasdaq exchange.The analysts argued that the company “cycled past the uncertainty in relation to pending SEC filings” and was positioned to benefit from ramping demand for its servers powered by Nvidia Blackwell chips.In their view, Super Micro is one of the leading players in the AI server market due to its next-generation graphics processing units and broader technical capabilities in areas like liquid cooling.J.P. Morgan raised its fiscal 2026 revenue forecast on Super Micro to $39 billion from $34 billion, “led by our expectations for better revenue progression with improving datapoints in relation to supply from Nvidia,” the analysts wrote.However, the upcoming strength is partially offset by “potential concerns around margin trajectory,” as mounting competition drives aggressive pricing and gross margin pressures, the analysts said.The J.P. Morgan team expects to see “significant” working capital headwinds beginning in the fourth quarter of fiscal 2025 and stretching into the following year, “with the company expected to invest significantly in inventory to support revenue growth.”The analysts forecast additional debt raises beyond the recent convertible note offering in February, which increases their forecasts for interest expenses and serves to limit earnings-per-share upsides, they wrote.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":801,"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=en_US&edition=fundamental","pubTime":"2025-03-21 21:44","market":"sg","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":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4579":"人工智能","DRAM":"达泰莱","BK4588":"碎股","BK4605":"半导体精选","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4553":"喜马拉雅资本持仓","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","MU":"美光科技","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"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":{"DRAM":1,"MU":1}},"isVote":1,"tweetType":1,"viewCount":793,"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":1064,"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":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":490257164170032,"gmtCreate":1760715096323,"gmtModify":1764966105583,"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/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Meta Platforms, Inc.(META)$ Take a look at the latest order I posted！@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":36,"commentSize":2,"repostSize":53,"link":"https://ttm.financial/post/490257164170032","isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000719","authorId":"9000000000000719","name":"AllenBartlett","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000719","idStr":"9000000000000719"},"content":"Wow, fantastic entry at that price! [Wow]","text":"Wow, fantastic entry at that price! [Wow]","html":"Wow, fantastic entry at that price! [Wow]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"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":3671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486607641158216,"gmtCreate":1759768993659,"gmtModify":1760129464247,"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/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Take a look at the latest order I posted！@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":2,"repostSize":18,"link":"https://ttm.financial/post/486607641158216","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000140","authorId":"9000000000000140","name":"happygo","avatar":"https://static.tigerbbs.com/f63b3c9844fec1361496f60171c10016","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000140","idStr":"9000000000000140"},"content":"That's an interesting move! Are you expecting a sharp decline in semiconductors soon?","text":"That's an interesting move! Are you expecting a sharp decline in semiconductors soon?","html":"That's an interesting move! Are you expecting a sharp decline in semiconductors soon?"}],"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=en_US&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":{"LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","ER0.SI":"金成兴控股有限公司","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0048573645.USD":"富达东盟基金","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","BK6520":"工商业服务概念","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK6516":"银行与投资服务概念","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","J85.SI":"城市酒店信托","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","IE00BKZH1Z71.USD":"BNY MELLON ASIAN INCOME \"B\" (USD) ACC","D05.SI":"星展集团控股","BK6523":"ESG概念","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","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0955648018.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","STI.SI":"富时新加坡海峡指数","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","BK6512":"房地产股","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","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","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","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0205439572.USD":"富达亚太股息基金"},"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$33.2 million.Shares of KSH Holdings slipped nearly 2%, as the company disclosed that it expects to report a net loss for the half year ended Sept. 30.","news_type":1,"symbols_score_info":{"D05.SI":0.9,"ER0.SI":1,"STI.SI":1.1,"J85.SI":1}},"isVote":1,"tweetType":1,"viewCount":6420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575879226662889","authorId":"3575879226662889","name":"xnovan","avatar":"https://static.tigerbbs.com/cf93c5f23d593f29319cfc644cf91fcd","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3575879226662889","idStr":"3575879226662889"},"content":"please also make a post to regret when it hits 8$ 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 $433.5M to settle shareholder class action lawsuit | https://tipranks.onelink.me/WJho/tsdtaa13","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/364554934145152","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360339001487568,"gmtCreate":1728992588211,"gmtModify":1728992591572,"author":{"id":"4177654395991812","authorId":"4177654395991812","name":"琉璃思索","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4177654395991812","idStr":"4177654395991812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$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":1687,"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":2333,"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":507668067447520,"gmtCreate":1764964212627,"gmtModify":1764964216925,"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":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Meta Platforms, Inc.(META)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/507668067447520","isVote":1,"tweetType":1,"viewCount":603,"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":1801,"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":1134,"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":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":517581836538304,"gmtCreate":1767385758126,"gmtModify":1768629414125,"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":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/517581836538304","isVote":1,"tweetType":1,"viewCount":355,"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":1622,"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":1141,"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":938,"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=en_US&edition=fundamental","pubTime":"2024-09-12 21:40","market":"hk","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":1107,"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=en_US&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\">Source 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":1961,"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":1896,"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":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412037674320528,"gmtCreate":1741615257304,"gmtModify":1746647970544,"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":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/412037674320528","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}