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11-04 18:49

Looks like bh pulling back due to warning signs all round economies. Hi gold low oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.

11-02

$Intel(INTC)$ up coming g merger talks make this attractive mag go to 31

11-02

$NVIDIA Corp(NVDA)$ but as the caption says dios are good for those trying to squeeze a margin

11-02

It could be Google a prolific platform with dominance in most tech.

11-03

Chips

Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked

09-21

$Treasure Global Inc.(TGL)$ active post market maybe another opportunity?

11-01

Up up up⭐ BTC to hit 75000+ added EFT to push prices higher as more xa. Access

10-04

Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.

Amazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season

11-01

Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices

09-26

Thanks for sharing one to watch

Grab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week

10-04

The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd placed well for the fight for market share there? and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀

AMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate

09-26

$Micron Technology(MU)$ pre market buzz seems promising. Expecting more?

10-19

$NVIDIA Corp(NVDA)$ theres big buyers there and solid business should go higher for a time. Only as good as your best ideas

10-15

Hear hear

Tesla: Time And Patience Running Out

10-11

Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner

09-28

My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅

09-27

$Apple(AAPL)$ a big player selling so late has got to rattle investors maybe a short run down?

09-26

$NVIDIA Corp(NVDA)$ looking like more to come from this stock

09-26

Is there more to grab?

09-20

$BANZAI INTERNATIONAL INC(BNZI)$ looking promising

Go to Tiger App to see more news

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While t","content":"<html><head></head><body><p>Shares of Trump Media &amp; Technology Group Corp. (DJT) plummeted over 9% in pre-market trading on Wednesday, as investors grappled with the implications of Donald Trump&#39;s unexpected victory in the 2024 U.S. presidential election against incumbent Vice President Kamala Harris.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4320f7c538ea489aec737b2b29ed12c\" tg-width=\"829\" tg-height=\"838\"/></p><p>Trump&#39;s come-from-behind win sent shockwaves through Wall Street, with investors scrambling to reposition themselves amid uncertainties surrounding the potential policies and leadership style of a new Trump administration. While the former president&#39;s pro-business agenda, including plans for tax cuts and deregulation, could potentially benefit some sectors, his own company Trump Media appears to have been caught in the wave of post-election volatility.</p><p>Analysts cited concerns about the future prospects of the Trump-affiliated company under the leadership of his former political opponent. 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(DJT) plummeted over 9% in pre-market trading on Wednesday, as investors grappled with the implications of Donald Trump&#39;s unexpected victory in the 2024 U.S. presidential election against incumbent Vice President Kamala Harris.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4320f7c538ea489aec737b2b29ed12c\" tg-width=\"829\" tg-height=\"838\"/></p><p>Trump&#39;s come-from-behind win sent shockwaves through Wall Street, with investors scrambling to reposition themselves amid uncertainties surrounding the potential policies and leadership style of a new Trump administration. While the former president&#39;s pro-business agenda, including plans for tax cuts and deregulation, could potentially benefit some sectors, his own company Trump Media appears to have been caught in the wave of post-election volatility.</p><p>Analysts cited concerns about the future prospects of the Trump-affiliated company under the leadership of his former political opponent. Trump&#39;s confrontational approach to issues like trade and his penchant for making market-moving statements could also lead to increased volatility, impacting companies closely associated with him.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112514651","content_text":"Shares of Trump Media & Technology Group Corp. (DJT) plummeted over 9% in pre-market trading on Wednesday, as investors grappled with the implications of Donald Trump's unexpected victory in the 2024 U.S. presidential election against incumbent Vice President Kamala Harris.Trump's come-from-behind win sent shockwaves through Wall Street, with investors scrambling to reposition themselves amid uncertainties surrounding the potential policies and leadership style of a new Trump administration. While the former president's pro-business agenda, including plans for tax cuts and deregulation, could potentially benefit some sectors, his own company Trump Media appears to have been caught in the wave of post-election volatility.Analysts cited concerns about the future prospects of the Trump-affiliated company under the leadership of his former political opponent. Trump's confrontational approach to issues like trade and his penchant for making market-moving statements could also lead to increased volatility, impacting companies closely associated with him.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368294273077304,"gmtCreate":1730933344957,"gmtModify":1730933348667,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> couldn't hurt","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> couldn't hurt","text":"$Advanced Micro Devices(AMD)$ couldn't hurt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368294273077304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368112747118936,"gmtCreate":1730911843883,"gmtModify":1730912324160,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Trump taking the presidency seems only a shock to those in news media? Business as usual&nbsp;","listText":"Trump taking the presidency seems only a shock to those in news media? Business as usual&nbsp;","text":"Trump taking the presidency seems only a shock to those in news media? Business as usual","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368112747118936","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368171529773208,"gmtCreate":1730903380034,"gmtModify":1730903384254,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Coin mining seems to be pulling strong in the potus news.&nbsp;","listText":"Coin mining seems to be pulling strong in the potus news.&nbsp;","text":"Coin mining seems to be pulling strong in the potus news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368171529773208","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368075503702368,"gmtCreate":1730902751786,"gmtModify":1730949157452,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"thanks for sharing","listText":"thanks for sharing","text":"thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368075503702368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368132749693104,"gmtCreate":1730893912656,"gmtModify":1730893916671,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"djt un doubtably a winner here as for other trades he's a business man why would he want business to fail?","listText":"djt un doubtably a winner here as for other trades he's a business man why would he want business to fail?","text":"djt un doubtably a winner here as for other trades he's a business man why would he want business to fail?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368132749693104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367536425128040,"gmtCreate":1730745652452,"gmtModify":1730745656882,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S56.SI\">$SamuderaShipping(S56.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> going up⭐","listText":"<a href=\"https://ttm.financial/S/S56.SI\">$SamuderaShipping(S56.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> going up⭐","text":"$SamuderaShipping(S56.SI)$ going up⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367536425128040","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367422282936584,"gmtCreate":1730717706819,"gmtModify":1730717710758,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Interesting.","listText":"Interesting.","text":"Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367422282936584","repostId":"1109333998","repostType":2,"repost":{"id":"1109333998","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":1730713521,"share":"https://ttm.financial/m/news/1109333998?lang=&edition=fundamental","pubTime":"2024-11-04 17:45","market":"us","language":"en","title":"Coinbase Insiders Plan to Sell Over $900 Million of Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1109333998","media":"Dow Jones","summary":"$Coinbase(COIN)$ Global executives and directors recently adopted trading plans to sell more than $900 million of shares of the crypto-trading platform.Three Coinbase executives and two directors will","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global executives and directors recently adopted trading plans to sell more than $900 million of shares of the crypto-trading platform.</p><p style=\"text-align: start;\">Three Coinbase executives and two directors will sell as many as five million shares. Based on Friday’s closing price of $182.88, that totals $909 million.</p><p>Shares of Coinbase slid over 2% premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21eb4642b4faa9738e179377c8b49e46\" tg-width=\"781\" tg-height=\"628\"/></p><p>Brian Armstrong, Coinbase’s co-founder, chairman, and CEO, adopted a so-called Rule 10b5-1 plan on Aug. 15 for the potential sale of up to 3,750,000 shares of class A common stock issuable upon the conversion of shares of the Class B common stock owned by The Brian Armstrong Living Trust, of which Armstrong is trustee.</p><p>Class B shares each carry 20 votes, while Class A shares each carry one vote. Class B shares don’t trade publicly, and are convertible into an equal number of Nasdaq-listed Class A shares to facilitate a sale.</p><p>Company insiders adopt such plans to remove the appearance of bias from the knowledge of nonpublic information. Plans automatically execute trades when certain conditions, including price, volume, and timing, are met.</p><p>Coinbase disclosed the adoption of the trading plans on Oct. 30 in a form it filed with the Securities and Exchange Commission. Armstrong’s plan has an estimated start date of Nov. 18 and ends Nov. 14, 2025, at the latest.</p><p>Coinbase didn’t make Armstrong or any other of its officers available for comment. The company pointed to comments on insider stock sales from Coinbase Chief Financial Officer Alesia Haas on the fourth-quarter earnings conference call on Feb. 15. “[A]ll of our insiders…have shared long-term conviction in Coinbase,” Haas said. “It’s important to note that these sales account for a small portion of insiders’ total holdings in Coinbase.”</p><p>Armstrong last sold Coinbase stock on Sept. 12, when a previous plan converted 15,375 Class B shares to the same number of Class A shares, and sold an equal number of Class A shares for $2.5 million, an average price of $161.28 each.</p><p>As of March 31, Armstrong controlled 52% of Coinbase’s voting power through his majority stake in the supervoting Class B shares.</p><p>Haas, Coinbase’s financial chief, adopted a plan on Aug. 29 to sell as many as 153,896 Class A shares owned by Haas and ACB 2021 LLC, of which Haas is sole member. The plan also provides for the sale of enough Class A shares to cover costs associated with the exercise of stock options owned by Haas for up to 686,873 shares of class A common stock and Class B common stock. The plan has an estimated start date of Jan. 2, 2025, and end date of Dec. 31, 2025.</p><p>Frederick Ernest Ehrsam III, a Coinbase co-founder and director, adopted a plan Aug. 25 to sell as many as 866,122 Class A shares upon the conversion of Class B shares owned by The Frederick Ernest Ehrsam III Living Trust, of which Ehrsam is trustee. The plan has an estimated start date of Nov. 25, 2024 and end date of May 27, 2025. Ehrsam is also co-founder and general partner of crypto-focused investment firm Paradigm, which didn’t respond to a request to make Ehrsam available for comment on his Coinbase trading plan.</p><p style=\"text-align: start;\">Paul Grewal, Coinbase’s chief legal officer and secretary, adopted a plan Aug. 28 to sell as many as 151,005 Class A shares he owns, including upon the vesting and settlement of restricted stock units for Class A shares, and the exercise of vested stock options. The plan has an estimated start date of Dec. 2 and end date of Dec. 2, 2025.</p><p style=\"text-align: start;\">Coinbase director Fred Wilson adopted a plan Aug. 8 to sell as many as 50,000 Class A shares owned by The Fred and Joanne Wilson 2012 Delaware Trust, of which Wilson’s spouse is grantor. The plan has an estimated start date of Nov. 7, 2024 and end date of Nov. 4, 2026. Venture-capital firm Union Square Ventures, which Wilson serves as partner, didn’t respond to a request to make him available for comment.</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>Coinbase Insiders Plan to Sell Over $900 Million of Stock</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\">\nCoinbase Insiders Plan to Sell Over $900 Million of Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-04 17:45</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/COIN\">Coinbase</a> Global executives and directors recently adopted trading plans to sell more than $900 million of shares of the crypto-trading platform.</p><p style=\"text-align: start;\">Three Coinbase executives and two directors will sell as many as five million shares. Based on Friday’s closing price of $182.88, that totals $909 million.</p><p>Shares of Coinbase slid over 2% premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21eb4642b4faa9738e179377c8b49e46\" tg-width=\"781\" tg-height=\"628\"/></p><p>Brian Armstrong, Coinbase’s co-founder, chairman, and CEO, adopted a so-called Rule 10b5-1 plan on Aug. 15 for the potential sale of up to 3,750,000 shares of class A common stock issuable upon the conversion of shares of the Class B common stock owned by The Brian Armstrong Living Trust, of which Armstrong is trustee.</p><p>Class B shares each carry 20 votes, while Class A shares each carry one vote. Class B shares don’t trade publicly, and are convertible into an equal number of Nasdaq-listed Class A shares to facilitate a sale.</p><p>Company insiders adopt such plans to remove the appearance of bias from the knowledge of nonpublic information. Plans automatically execute trades when certain conditions, including price, volume, and timing, are met.</p><p>Coinbase disclosed the adoption of the trading plans on Oct. 30 in a form it filed with the Securities and Exchange Commission. Armstrong’s plan has an estimated start date of Nov. 18 and ends Nov. 14, 2025, at the latest.</p><p>Coinbase didn’t make Armstrong or any other of its officers available for comment. The company pointed to comments on insider stock sales from Coinbase Chief Financial Officer Alesia Haas on the fourth-quarter earnings conference call on Feb. 15. “[A]ll of our insiders…have shared long-term conviction in Coinbase,” Haas said. “It’s important to note that these sales account for a small portion of insiders’ total holdings in Coinbase.”</p><p>Armstrong last sold Coinbase stock on Sept. 12, when a previous plan converted 15,375 Class B shares to the same number of Class A shares, and sold an equal number of Class A shares for $2.5 million, an average price of $161.28 each.</p><p>As of March 31, Armstrong controlled 52% of Coinbase’s voting power through his majority stake in the supervoting Class B shares.</p><p>Haas, Coinbase’s financial chief, adopted a plan on Aug. 29 to sell as many as 153,896 Class A shares owned by Haas and ACB 2021 LLC, of which Haas is sole member. The plan also provides for the sale of enough Class A shares to cover costs associated with the exercise of stock options owned by Haas for up to 686,873 shares of class A common stock and Class B common stock. The plan has an estimated start date of Jan. 2, 2025, and end date of Dec. 31, 2025.</p><p>Frederick Ernest Ehrsam III, a Coinbase co-founder and director, adopted a plan Aug. 25 to sell as many as 866,122 Class A shares upon the conversion of Class B shares owned by The Frederick Ernest Ehrsam III Living Trust, of which Ehrsam is trustee. The plan has an estimated start date of Nov. 25, 2024 and end date of May 27, 2025. Ehrsam is also co-founder and general partner of crypto-focused investment firm Paradigm, which didn’t respond to a request to make Ehrsam available for comment on his Coinbase trading plan.</p><p style=\"text-align: start;\">Paul Grewal, Coinbase’s chief legal officer and secretary, adopted a plan Aug. 28 to sell as many as 151,005 Class A shares he owns, including upon the vesting and settlement of restricted stock units for Class A shares, and the exercise of vested stock options. The plan has an estimated start date of Dec. 2 and end date of Dec. 2, 2025.</p><p style=\"text-align: start;\">Coinbase director Fred Wilson adopted a plan Aug. 8 to sell as many as 50,000 Class A shares owned by The Fred and Joanne Wilson 2012 Delaware Trust, of which Wilson’s spouse is grantor. The plan has an estimated start date of Nov. 7, 2024 and end date of Nov. 4, 2026. Venture-capital firm Union Square Ventures, which Wilson serves as partner, didn’t respond to a request to make him available for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109333998","content_text":"Coinbase Global executives and directors recently adopted trading plans to sell more than $900 million of shares of the crypto-trading platform.Three Coinbase executives and two directors will sell as many as five million shares. Based on Friday’s closing price of $182.88, that totals $909 million.Shares of Coinbase slid over 2% premarket.Brian Armstrong, Coinbase’s co-founder, chairman, and CEO, adopted a so-called Rule 10b5-1 plan on Aug. 15 for the potential sale of up to 3,750,000 shares of class A common stock issuable upon the conversion of shares of the Class B common stock owned by The Brian Armstrong Living Trust, of which Armstrong is trustee.Class B shares each carry 20 votes, while Class A shares each carry one vote. Class B shares don’t trade publicly, and are convertible into an equal number of Nasdaq-listed Class A shares to facilitate a sale.Company insiders adopt such plans to remove the appearance of bias from the knowledge of nonpublic information. Plans automatically execute trades when certain conditions, including price, volume, and timing, are met.Coinbase disclosed the adoption of the trading plans on Oct. 30 in a form it filed with the Securities and Exchange Commission. Armstrong’s plan has an estimated start date of Nov. 18 and ends Nov. 14, 2025, at the latest.Coinbase didn’t make Armstrong or any other of its officers available for comment. The company pointed to comments on insider stock sales from Coinbase Chief Financial Officer Alesia Haas on the fourth-quarter earnings conference call on Feb. 15. “[A]ll of our insiders…have shared long-term conviction in Coinbase,” Haas said. “It’s important to note that these sales account for a small portion of insiders’ total holdings in Coinbase.”Armstrong last sold Coinbase stock on Sept. 12, when a previous plan converted 15,375 Class B shares to the same number of Class A shares, and sold an equal number of Class A shares for $2.5 million, an average price of $161.28 each.As of March 31, Armstrong controlled 52% of Coinbase’s voting power through his majority stake in the supervoting Class B shares.Haas, Coinbase’s financial chief, adopted a plan on Aug. 29 to sell as many as 153,896 Class A shares owned by Haas and ACB 2021 LLC, of which Haas is sole member. The plan also provides for the sale of enough Class A shares to cover costs associated with the exercise of stock options owned by Haas for up to 686,873 shares of class A common stock and Class B common stock. The plan has an estimated start date of Jan. 2, 2025, and end date of Dec. 31, 2025.Frederick Ernest Ehrsam III, a Coinbase co-founder and director, adopted a plan Aug. 25 to sell as many as 866,122 Class A shares upon the conversion of Class B shares owned by The Frederick Ernest Ehrsam III Living Trust, of which Ehrsam is trustee. The plan has an estimated start date of Nov. 25, 2024 and end date of May 27, 2025. Ehrsam is also co-founder and general partner of crypto-focused investment firm Paradigm, which didn’t respond to a request to make Ehrsam available for comment on his Coinbase trading plan.Paul Grewal, Coinbase’s chief legal officer and secretary, adopted a plan Aug. 28 to sell as many as 151,005 Class A shares he owns, including upon the vesting and settlement of restricted stock units for Class A shares, and the exercise of vested stock options. The plan has an estimated start date of Dec. 2 and end date of Dec. 2, 2025.Coinbase director Fred Wilson adopted a plan Aug. 8 to sell as many as 50,000 Class A shares owned by The Fred and Joanne Wilson 2012 Delaware Trust, of which Wilson’s spouse is grantor. The plan has an estimated start date of Nov. 7, 2024 and end date of Nov. 4, 2026. Venture-capital firm Union Square Ventures, which Wilson serves as partner, didn’t respond to a request to make him available for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367420491722856,"gmtCreate":1730717348398,"gmtModify":1730719515701,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Looks like bh pulling back due to warning signs all round economies. Hi gold low&nbsp;oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","listText":"Looks like bh pulling back due to warning signs all round economies. Hi gold low&nbsp;oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","text":"Looks like bh pulling back due to warning signs all round economies. Hi gold low oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":128,"commentSize":0,"repostSize":34,"link":"https://ttm.financial/post/367420491722856","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367112385953992,"gmtCreate":1730635461343,"gmtModify":1730635464973,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Chips","listText":"Chips","text":"Chips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367112385953992","repostId":"1180616110","repostType":2,"repost":{"id":"1180616110","pubTimestamp":1730601000,"share":"https://ttm.financial/m/news/1180616110?lang=&edition=fundamental","pubTime":"2024-11-03 10:30","market":"us","language":"en","title":"Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked","url":"https://stock-news.laohu8.com/highlight/detail?id=1180616110","media":"Bloomberg","summary":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ma","content":"<html><head></head><body><ul style=\"\"><li><p>Speaker says GOP would ‘probably’ repeal law, then apologizes</p></li><li><p>Trump could change preliminary grants to TSMC, Intel, Micron</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65a0c40440963803225bd3ed4972d34b\" alt=\"Mike Johnson\" title=\"Mike Johnson\" tg-width=\"2000\" tg-height=\"1334\"/><span>Mike Johnson</span></p><p style=\"text-align: start;\">Republicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.</p><p style=\"text-align: start;\">Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”</p><p>Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.</p><p>The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d09c3105b6d05699728abd7dbd482ae\" tg-width=\"955\" tg-height=\"544\"/></p><p>The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.</p><p>Democrats slammed Johnson for threatening both of those priorities.</p><p style=\"text-align: start;\">Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”</p><p style=\"text-align: start;\">“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”</p><p>Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”</p><p style=\"text-align: start;\">He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.</p><p>Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a09d3c6cb36985185323fd705d663690\" tg-width=\"826\" tg-height=\"1458\"/></p><p>Even absent a repeal, Republicans could significantly change how the law is implemented.</p><p style=\"text-align: start;\">While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.</p><p style=\"text-align: start;\">That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.</p><p style=\"text-align: start;\">Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”</p><p style=\"text-align: start;\">He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.</p><p>Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.</p><p style=\"text-align: start;\">Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.</p><p style=\"text-align: start;\">“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked</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\">\nSpeaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-03 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180616110","content_text":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.Democrats slammed Johnson for threatening both of those priorities.Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.Even absent a repeal, Republicans could significantly change how the law is implemented.While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366845870448856,"gmtCreate":1730570397487,"gmtModify":1730570400931,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Skys the limit now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Skys the limit now.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Skys the limit now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366845870448856","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366518226079840,"gmtCreate":1730490382987,"gmtModify":1730490386965,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; up coming g merger talks make this attractive mag go to 31","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; up coming g merger talks make this attractive mag go to 31","text":"$Intel(INTC)$ up coming g merger talks make this attractive mag go to 31","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/366518226079840","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366370581319992,"gmtCreate":1730489648117,"gmtModify":1730489652428,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; but as the caption says dios are good for those trying to squeeze a margin","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; but as the caption says dios are good for those trying to squeeze a margin","text":"$NVIDIA Corp(NVDA)$ but as the caption says dios are good for those trying to squeeze a margin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/366370581319992","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366485862195296,"gmtCreate":1730482481648,"gmtModify":1730482486752,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"It could be Google a prolific platform with dominance in most tech.&nbsp;","listText":"It could be Google a prolific platform with dominance in most tech.&nbsp;","text":"It could be Google a prolific platform with dominance in most tech.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/366485862195296","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366481576087736,"gmtCreate":1730481452354,"gmtModify":1730481456353,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"let's hope they pick the best candidate for all our sakes","listText":"let's hope they pick the best candidate for all our sakes","text":"let's hope they pick the best candidate for all our sakes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366481576087736","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366336460353568,"gmtCreate":1730481316562,"gmtModify":1730486854239,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"my first October trading was interesting. thank pboc. for a boost⭐","listText":"my first October trading was interesting. thank pboc. for a boost⭐","text":"my first October trading was interesting. thank pboc. for a boost⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366336460353568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366342242672872,"gmtCreate":1730447441743,"gmtModify":1730447445832,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"thank kg nice work","listText":"thank kg nice work","text":"thank kg nice work","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366342242672872","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366232533913720,"gmtCreate":1730412809811,"gmtModify":1730412815428,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"happy Halloween trick or treat tigers","listText":"happy Halloween trick or treat tigers","text":"happy Halloween trick or treat tigers","images":[{"img":"https://community-static.tradeup.com/news/94c9865a236374b838053ee963f55d19"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366232533913720","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366196302925984,"gmtCreate":1730403967689,"gmtModify":1730403971800,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Trick or treat? Tigers","listText":"Trick or treat? Tigers","text":"Trick or treat? Tigers","images":[{"img":"https://community-static.tradeup.com/news/94c9865a236374b838053ee963f55d19","width":"628","height":"588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366196302925984","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366186282786816,"gmtCreate":1730401613155,"gmtModify":1730401619349,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186496110989302","idStr":"4186496110989302"},"themes":[],"htmlText":"Up up up⭐ BTC to hit&nbsp;75000+ added EFT to push prices higher as more xa. Access","listText":"Up up up⭐ BTC to hit&nbsp;75000+ added EFT to push prices higher as more xa. Access","text":"Up up up⭐ BTC to hit 75000+ added EFT to push prices higher as more xa. Access","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/366186282786816","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":367420491722856,"gmtCreate":1730717348398,"gmtModify":1730719515701,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Looks like bh pulling back due to warning signs all round economies. Hi gold low&nbsp;oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","listText":"Looks like bh pulling back due to warning signs all round economies. Hi gold low&nbsp;oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","text":"Looks like bh pulling back due to warning signs all round economies. Hi gold low oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":128,"commentSize":0,"repostSize":34,"link":"https://ttm.financial/post/367420491722856","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366518226079840,"gmtCreate":1730490382987,"gmtModify":1730490386965,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; up coming g merger talks make this attractive mag go to 31","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; up coming g merger talks make this attractive mag go to 31","text":"$Intel(INTC)$ up coming g merger talks make this attractive mag go to 31","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/366518226079840","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366370581319992,"gmtCreate":1730489648117,"gmtModify":1730489652428,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; but as the caption says dios are good for those trying to squeeze a margin","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; but as the caption says dios are good for those trying to squeeze a margin","text":"$NVIDIA Corp(NVDA)$ but as the caption says dios are good for those trying to squeeze a margin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/366370581319992","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366485862195296,"gmtCreate":1730482481648,"gmtModify":1730482486752,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"It could be Google a prolific platform with dominance in most tech.&nbsp;","listText":"It could be Google a prolific platform with dominance in most tech.&nbsp;","text":"It could be Google a prolific platform with dominance in most tech.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/366485862195296","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367112385953992,"gmtCreate":1730635461343,"gmtModify":1730635464973,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Chips","listText":"Chips","text":"Chips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367112385953992","repostId":"1180616110","repostType":2,"repost":{"id":"1180616110","pubTimestamp":1730601000,"share":"https://ttm.financial/m/news/1180616110?lang=&edition=fundamental","pubTime":"2024-11-03 10:30","market":"us","language":"en","title":"Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked","url":"https://stock-news.laohu8.com/highlight/detail?id=1180616110","media":"Bloomberg","summary":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ma","content":"<html><head></head><body><ul style=\"\"><li><p>Speaker says GOP would ‘probably’ repeal law, then apologizes</p></li><li><p>Trump could change preliminary grants to TSMC, Intel, Micron</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65a0c40440963803225bd3ed4972d34b\" alt=\"Mike Johnson\" title=\"Mike Johnson\" tg-width=\"2000\" tg-height=\"1334\"/><span>Mike Johnson</span></p><p style=\"text-align: start;\">Republicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.</p><p style=\"text-align: start;\">Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”</p><p>Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.</p><p>The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d09c3105b6d05699728abd7dbd482ae\" tg-width=\"955\" tg-height=\"544\"/></p><p>The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.</p><p>Democrats slammed Johnson for threatening both of those priorities.</p><p style=\"text-align: start;\">Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”</p><p style=\"text-align: start;\">“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”</p><p>Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”</p><p style=\"text-align: start;\">He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.</p><p>Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a09d3c6cb36985185323fd705d663690\" tg-width=\"826\" tg-height=\"1458\"/></p><p>Even absent a repeal, Republicans could significantly change how the law is implemented.</p><p style=\"text-align: start;\">While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.</p><p style=\"text-align: start;\">That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.</p><p style=\"text-align: start;\">Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”</p><p style=\"text-align: start;\">He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.</p><p>Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.</p><p style=\"text-align: start;\">Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.</p><p style=\"text-align: start;\">“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpeaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-03 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180616110","content_text":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.Democrats slammed Johnson for threatening both of those priorities.Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.Even absent a repeal, Republicans could significantly change how the law is implemented.While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351695100076296,"gmtCreate":1726901714969,"gmtModify":1726901719940,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$ </a> active post market maybe another opportunity?","listText":"<a href=\"https://ttm.financial/S/TGL\">$Treasure Global Inc.(TGL)$ </a> active post market maybe another opportunity?","text":"$Treasure Global Inc.(TGL)$ active post market maybe another opportunity?","images":[{"img":"https://community-static.tradeup.com/news/6e7f8eeb790982072cb27fe2475dcd68","width":"720","height":"1102"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351695100076296","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366186282786816,"gmtCreate":1730401613155,"gmtModify":1730401619349,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Up up up⭐ BTC to hit&nbsp;75000+ added EFT to push prices higher as more xa. Access","listText":"Up up up⭐ BTC to hit&nbsp;75000+ added EFT to push prices higher as more xa. Access","text":"Up up up⭐ BTC to hit 75000+ added EFT to push prices higher as more xa. Access","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/366186282786816","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356441006854208,"gmtCreate":1728031203532,"gmtModify":1728031208367,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.","listText":"Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.","text":"Ok I guess its up to the good peopleple of Amazon to prove their worth in this upcoming seasonal market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/356441006854208","repostId":"1119427396","repostType":4,"repost":{"id":"1119427396","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":1728049356,"share":"https://ttm.financial/m/news/1119427396?lang=&edition=fundamental","pubTime":"2024-10-04 21:42","market":"us","language":"en","title":"Amazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1119427396","media":"Tiger Newspress","summary":"Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.The ","content":"<html><head></head><body><p>Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.</p><p>The bar might be a touch high for Amazon.com&#39;s holiday financial outlook, Morgan Stanley argued on Thursday.</p><p>Analysts led by Brian Nowak, who rates the e-commerce firm&#39;s stock at Overweight with a price target of $210, highlight Amazon&#39;s focus on lower-priced, lower-margin essentials that are weighing on margins overall and holding back profit growth in its North America retail segment.</p><p>Amazon shares rose 3% in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31b2f60ddb98fd3ac5e476717042d203\" tg-width=\"747\" tg-height=\"625\"/></p><p>&#34;Expected discounting in a competitive holiday season (and picky discretionary consumer) create further near-term uncertainty,&#34; analysts wrote.</p><p>Morgan Stanley notes that its fourth-quarter earnings before interest and tax is about 1% below Wall Street&#39;s estimate of about $17.5 billion. Though the team remains bullish on Amazon into 2025, it expects the company to guide fourth-quarter Ebit below the Street&#39;s estimate.</p><p>&#34;We could see some tactical weakness from this, but are buyers on weakness after the potential numbers reset,&#34; analysts continued. The profit challenges are temporary, they added, and homing in on essentials is key to driving lasting top-line growth.</p><p>The online retailer, which typically announces its fall hiring binge to attract new recruits, recently said it was raising hourly pay by at least $1.50 to more than $22 an hour for its 800,000 US transportation and warehousing workers.</p><p style=\"text-align: start;\">Overall, Challenger, Gray &amp; Christmas Inc. forecasts that retailers will add 520,000 jobs during the last three months of the year, down about 8% from 2023 amid a softening labor market and economy. Last month, Target Corp. said it would hire about 100,000 seasonal staff, the same as a year ago.</p><p>Some forecasts are more upbeat for e-commerce. Adobe Inc. expects US shoppers to spend some $240.8 billion online in November and December, up 8.4% from the prior year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season</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\">\nAmazon Rises 3% as the E-Commerce Firm Is Hiring 250,000 for Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-04 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.</p><p>The bar might be a touch high for Amazon.com&#39;s holiday financial outlook, Morgan Stanley argued on Thursday.</p><p>Analysts led by Brian Nowak, who rates the e-commerce firm&#39;s stock at Overweight with a price target of $210, highlight Amazon&#39;s focus on lower-priced, lower-margin essentials that are weighing on margins overall and holding back profit growth in its North America retail segment.</p><p>Amazon shares rose 3% in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31b2f60ddb98fd3ac5e476717042d203\" tg-width=\"747\" tg-height=\"625\"/></p><p>&#34;Expected discounting in a competitive holiday season (and picky discretionary consumer) create further near-term uncertainty,&#34; analysts wrote.</p><p>Morgan Stanley notes that its fourth-quarter earnings before interest and tax is about 1% below Wall Street&#39;s estimate of about $17.5 billion. Though the team remains bullish on Amazon into 2025, it expects the company to guide fourth-quarter Ebit below the Street&#39;s estimate.</p><p>&#34;We could see some tactical weakness from this, but are buyers on weakness after the potential numbers reset,&#34; analysts continued. The profit challenges are temporary, they added, and homing in on essentials is key to driving lasting top-line growth.</p><p>The online retailer, which typically announces its fall hiring binge to attract new recruits, recently said it was raising hourly pay by at least $1.50 to more than $22 an hour for its 800,000 US transportation and warehousing workers.</p><p style=\"text-align: start;\">Overall, Challenger, Gray &amp; Christmas Inc. forecasts that retailers will add 520,000 jobs during the last three months of the year, down about 8% from 2023 amid a softening labor market and economy. Last month, Target Corp. said it would hire about 100,000 seasonal staff, the same as a year ago.</p><p>Some forecasts are more upbeat for e-commerce. Adobe Inc. expects US shoppers to spend some $240.8 billion online in November and December, up 8.4% from the prior year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119427396","content_text":"Amazon.com Inc. will bring on about 250,000 people in the US for the holiday shopping rush, unchanged from last year and an indication that the company expects steady demand in its biggest market.The bar might be a touch high for Amazon.com's holiday financial outlook, Morgan Stanley argued on Thursday.Analysts led by Brian Nowak, who rates the e-commerce firm's stock at Overweight with a price target of $210, highlight Amazon's focus on lower-priced, lower-margin essentials that are weighing on margins overall and holding back profit growth in its North America retail segment.Amazon shares rose 3% in morning trading on Friday.\"Expected discounting in a competitive holiday season (and picky discretionary consumer) create further near-term uncertainty,\" analysts wrote.Morgan Stanley notes that its fourth-quarter earnings before interest and tax is about 1% below Wall Street's estimate of about $17.5 billion. Though the team remains bullish on Amazon into 2025, it expects the company to guide fourth-quarter Ebit below the Street's estimate.\"We could see some tactical weakness from this, but are buyers on weakness after the potential numbers reset,\" analysts continued. The profit challenges are temporary, they added, and homing in on essentials is key to driving lasting top-line growth.The online retailer, which typically announces its fall hiring binge to attract new recruits, recently said it was raising hourly pay by at least $1.50 to more than $22 an hour for its 800,000 US transportation and warehousing workers.Overall, Challenger, Gray & Christmas Inc. forecasts that retailers will add 520,000 jobs during the last three months of the year, down about 8% from 2023 amid a softening labor market and economy. Last month, Target Corp. said it would hire about 100,000 seasonal staff, the same as a year ago.Some forecasts are more upbeat for e-commerce. Adobe Inc. expects US shoppers to spend some $240.8 billion online in November and December, up 8.4% from the prior year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366166873292824,"gmtCreate":1730396778653,"gmtModify":1730396782947,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices","listText":"Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices","text":"Nvidia will stay strong for a while it's got big backers. hopefully the ai issues at msft might give prices a ride prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/366166873292824","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353444511096872,"gmtCreate":1727326946399,"gmtModify":1727326949896,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Thanks for sharing one to watch","listText":"Thanks for sharing one to watch","text":"Thanks for sharing one to watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353444511096872","repostId":"2470417650","repostType":2,"repost":{"id":"2470417650","pubTimestamp":1727198229,"share":"https://ttm.financial/m/news/2470417650?lang=&edition=fundamental","pubTime":"2024-09-25 01:17","market":"us","language":"en","title":"Grab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week","url":"https://stock-news.laohu8.com/highlight/detail?id=2470417650","media":"Simply Wall St.","summary":"Institutions' substantial holdings in Grab Holdings implies that they have significant influence over the company's share price. Ownership research along with  analyst forecasts data  help provide a good understanding of opportunities in a stock. Every investor in Grab Holdings Limited  should be aware of the most powerful shareholder groups. With 42% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises .And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 6.4%.Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings.NasdaqGS:GRAB Earnings and Revenue Growth September 24th 2024. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects in","content":"<html><body><h3>Key Insights</h3>\n<ul>\n<li> Institutions' substantial holdings in <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> implies that they have significant influence over the company's share price </li>\n<li> The top 9 shareholders own 50% of the company </li>\n<li> Ownership research along with  analyst forecasts data  help provide a good understanding of opportunities in a stock </li>\n</ul>\n<p> Every investor in Grab Holdings Limited (NASDAQ:GRAB) should be aware of the most powerful shareholder groups. With 42% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). </p>\n<p> And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 6.4%. </p>\n<p> Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings. </p>\n<p><span> Check out our latest analysis for Grab Holdings </span></p>\n<figure>\n<img height=\"366\" src=\"https://s.yimg.com/uu/api/res/1.2/QbI3Y3I79QYvlwiKOLyJaA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/ee1fff3b451d6e84ebe9965438390fc0\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:GRAB Ownership Breakdown September 24th 2024\n </figcaption>\n</figure>\n<h2>What Does The Institutional Ownership Tell Us About Grab Holdings?</h2>\n<p> Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. </p>\n<p> Grab Holdings already has institutions on the share registry. Indeed, they own a respectable stake in the company. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Grab Holdings' earnings history below. Of course, the future is what really matters. </p>\n<figure>\n<img height=\"524\" src=\"https://s1.yimg.com/uu/api/res/1.2/7pPkeLe1tt5ZipeYHF3AJw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/758e2c67ae42634f6e04051520f37546\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:GRAB Earnings and Revenue Growth September 24th 2024\n </figcaption>\n</figure>\n<p> We note that hedge funds don't have a meaningful investment in Grab Holdings. Looking at our data, we can see that the largest shareholder is Uber Technologies, Inc. with 14% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 10% and 5.6%, of the shares outstanding, respectively. </p>\n<p> On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones. </p>\n<p> Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. </p>\n<h2>Insider Ownership Of Grab Holdings</h2>\n<p> The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. </p>\n<p> I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. </p>\n<p> Our most recent data indicates that insiders own some shares in Grab Holdings Limited. The insiders have a meaningful stake worth US$447m. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.  </p>\n<h2>General Public Ownership</h2>\n<p> The general public-- including retail investors -- own 21% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. </p>\n<h2>Private Equity Ownership</h2>\n<p> Private equity firms hold a 10% stake in Grab Holdings. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public. </p>\n<h2>Public Company Ownership</h2>\n<p> We can see that public companies hold 24% of the Grab Holdings shares on issue. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together. </p>\n<h2>Next Steps:</h2>\n<p> I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. </p>\n<p> <strong>Many find it useful</strong> to take an in depth look at how a company has performed in the past. You can access this <strong>detailed graph</strong> of past earnings, revenue and cash flow. </p>\n<p> Ultimately <strong>the future is most important</strong>. You can access this <strong>free</strong> report on analyst forecasts for the company. </p>\n<p><small>NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.</small></p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week</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\">\nGrab Holdings Limited's (NASDAQ:GRAB) institutional shareholders had a great week as one-year returns increased after a 4.3% gain last week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 01:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/grab-holdings-limiteds-nasdaq-grab-171709072.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Insights\n\n Institutions' substantial holdings in Grab Holdings implies that they have significant influence over the company's share price \n The top 9 shareholders own 50% of the company \n ...</p>\n\n<a href=\"https://finance.yahoo.com/news/grab-holdings-limiteds-nasdaq-grab-171709072.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/SYyLLE_TGxESmxaHD10fMQ--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/976387f9691d9e9c613091b5dddac717","relate_stocks":{"TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD",".IXIC":"NASDAQ Composite","SG9999013478.USD":"利安新加坡股息基金","BK4588":"碎股","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4022":"陆运","BK4112":"金融交易所和数据","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","BK4230":"旅客陆运","GRAB":"Grab Holdings","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","GRABW":"Grab Holdings WTS 2026/01/12 11.5C","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4122":"互联网与直销零售","SQQQ":"纳指三倍做空ETF","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4585":"ETF&股票定投概念","QLD":"纳指两倍做多ETF","NDAQ":"纳斯达克OMX交易所"},"source_url":"https://finance.yahoo.com/news/grab-holdings-limiteds-nasdaq-grab-171709072.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2470417650","content_text":"Key Insights\n\n Institutions' substantial holdings in Grab Holdings implies that they have significant influence over the company's share price \n The top 9 shareholders own 50% of the company \n Ownership research along with  analyst forecasts data  help provide a good understanding of opportunities in a stock \n\n Every investor in Grab Holdings Limited (NASDAQ:GRAB) should be aware of the most powerful shareholder groups. With 42% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). \n And as as result, institutional investors reaped the most rewards after the company's stock price gained 4.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 6.4%. \n Let's take a closer look to see what the different types of shareholders can tell us about Grab Holdings. \n Check out our latest analysis for Grab Holdings \n\n\n\n  NasdaqGS:GRAB Ownership Breakdown September 24th 2024\n \n\nWhat Does The Institutional Ownership Tell Us About Grab Holdings?\n Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. \n Grab Holdings already has institutions on the share registry. Indeed, they own a respectable stake in the company. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Grab Holdings' earnings history below. Of course, the future is what really matters. \n\n\n\n  NasdaqGS:GRAB Earnings and Revenue Growth September 24th 2024\n \n\n We note that hedge funds don't have a meaningful investment in Grab Holdings. Looking at our data, we can see that the largest shareholder is Uber Technologies, Inc. with 14% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 10% and 5.6%, of the shares outstanding, respectively. \n On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones. \n Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. \nInsider Ownership Of Grab Holdings\n The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. \n I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. \n Our most recent data indicates that insiders own some shares in Grab Holdings Limited. The insiders have a meaningful stake worth US$447m. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.  \nGeneral Public Ownership\n The general public-- including retail investors -- own 21% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. \nPrivate Equity Ownership\n Private equity firms hold a 10% stake in Grab Holdings. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public. \nPublic Company Ownership\n We can see that public companies hold 24% of the Grab Holdings shares on issue. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together. \nNext Steps:\n I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. \n Many find it useful to take an in depth look at how a company has performed in the past. You can access this detailed graph of past earnings, revenue and cash flow. \n Ultimately the future is most important. You can access this free report on analyst forecasts for the company. \nNB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356224474255504,"gmtCreate":1727978423663,"gmtModify":1728010253918,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd&nbsp;placed well for the fight for market share there?&nbsp;and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀","listText":"The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd&nbsp;placed well for the fight for market share there?&nbsp;and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀","text":"The rise of the A.I. markets is still relatively small and it's possible estimates are conservative. Is amd placed well for the fight for market share there? and moving into new territories left vacant by intel too. The possibilities are bright. Worth a risk now and hold for the take off to come?🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356224474255504","repostId":"1136164227","repostType":2,"repost":{"id":"1136164227","pubTimestamp":1727967753,"share":"https://ttm.financial/m/news/1136164227?lang=&edition=fundamental","pubTime":"2024-10-03 23:02","market":"us","language":"en","title":"AMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate","url":"https://stock-news.laohu8.com/highlight/detail?id=1136164227","media":"Seeking Alpha","summary":"Advanced Micro Devices' stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company's AI event on Oct. 10.Analysts led by Vivek Arya said their top AI picks re","content":"<html><head></head><body><p>Advanced Micro Devices&#39; stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company&#39;s AI event on Oct. 10.</p><p style=\"text-align: left;\">Analysts led by Vivek Arya said their top AI picks remain Nvidia (NVDA) and Broadcom (AVGO). However, they noted that AMD&#39;s rating was maintained because the company is uniquely positioned for — CPU Share gains: AMD can capitalize in PC/server and CPU share market by taking share from Intel (INTC), which remains in turmoil with frequent restructuring.</p><p style=\"text-align: left;\">The second is, AI growth: Ride the expanding AI market (2027 AI accelerator total addressable market, or TAM, at over $400B, according to AMD) where the leader Nvidia continues to expand the addressable market that is always looking for alternative merchant and application-specific integrated circuit, or ASIC, suppliers, according to the analysts.</p><p style=\"text-align: left;\">Last year AMD&#39;s event, known as Advancing AI, was held on Dec. 6 and produced 19%/80% stock returns 1/3 months later (compared to Philadelphia Semiconductor Index (SOX) up 10%/37%), as AMD unveiled a massive $400B 2027 TAM in AI accelerators, the analysts added.</p><p style=\"text-align: left;\">Similarly, roadmap updates in AI (MI-325/250/400) and server CPU (Zen-5 based Turin, versus Intel Granite Rapids) with supporting cloud customer comments could reinvigorate AMD stock, which is up about 9% year-to-date, well below SOX which has risen around 22%, as per the analysts.</p><p style=\"text-align: left;\">However, the competitive landscape is getting crowded, while expectations are already high with investors expecting AMD to boost 2024 AI sales by another 10% to over $5B, while showing a path to doubling it year-over-year to $10B in 2025, BofA noted.</p><p style=\"text-align: left;\">Arya and his team added that current consensus of $5.1B/$9.7B/$12.8B for &#39;24/25/26 AI sales implies that AMD&#39;s accelerator market share likely remains around 5% to 7%, well below its 20%+ share in consumer CPU and gaming GPU.</p><p style=\"text-align: left;\">The analysts said that AMD is off to a remarkable start but it could be tougher to carve a bigger niche between Nvidia&#39;s over 80% to 85% share, cloud incumbency, over 15-years software/developer lead on one extreme, and the nearly 10% market share presence of cost-optimized custom ASICs from Broadcom /Marvell Technology (MRVL) on the other extreme.</p><p style=\"text-align: left;\">However, if, AMD is able to show a path to 10% AI share by 2026, it would conceptually add around $5B (on top of $12.6B) in sales, with scenario EPS of around $8-$9 (vs. consensus at $7.37).</p><p style=\"text-align: left;\">Advanced Micro Devices (AMD) has a Hold rating at Seeking Alpha&#39;s Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors&#39; average rating is more positive with a Buy, and so is the average Wall Street analysts&#39; rating Buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate</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\">\nAMD Rises After BofA Keeps Buy Rating Ahead of AI Event Spurring Investor Debate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4156058-amd-rises-after-bofa-keeps-buy-rating-ahead-of-ai-event-spurring-investor-debate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices' stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company's AI event on Oct. 10.Analysts led by Vivek Arya said their top AI picks ...</p>\n\n<a href=\"https://seekingalpha.com/news/4156058-amd-rises-after-bofa-keeps-buy-rating-ahead-of-ai-event-spurring-investor-debate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/4156058-amd-rises-after-bofa-keeps-buy-rating-ahead-of-ai-event-spurring-investor-debate","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136164227","content_text":"Advanced Micro Devices' stock rose about 3% on Thursday after BofA Securities maintained its Buy rating ahead of the company's AI event on Oct. 10.Analysts led by Vivek Arya said their top AI picks remain Nvidia (NVDA) and Broadcom (AVGO). However, they noted that AMD's rating was maintained because the company is uniquely positioned for — CPU Share gains: AMD can capitalize in PC/server and CPU share market by taking share from Intel (INTC), which remains in turmoil with frequent restructuring.The second is, AI growth: Ride the expanding AI market (2027 AI accelerator total addressable market, or TAM, at over $400B, according to AMD) where the leader Nvidia continues to expand the addressable market that is always looking for alternative merchant and application-specific integrated circuit, or ASIC, suppliers, according to the analysts.Last year AMD's event, known as Advancing AI, was held on Dec. 6 and produced 19%/80% stock returns 1/3 months later (compared to Philadelphia Semiconductor Index (SOX) up 10%/37%), as AMD unveiled a massive $400B 2027 TAM in AI accelerators, the analysts added.Similarly, roadmap updates in AI (MI-325/250/400) and server CPU (Zen-5 based Turin, versus Intel Granite Rapids) with supporting cloud customer comments could reinvigorate AMD stock, which is up about 9% year-to-date, well below SOX which has risen around 22%, as per the analysts.However, the competitive landscape is getting crowded, while expectations are already high with investors expecting AMD to boost 2024 AI sales by another 10% to over $5B, while showing a path to doubling it year-over-year to $10B in 2025, BofA noted.Arya and his team added that current consensus of $5.1B/$9.7B/$12.8B for '24/25/26 AI sales implies that AMD's accelerator market share likely remains around 5% to 7%, well below its 20%+ share in consumer CPU and gaming GPU.The analysts said that AMD is off to a remarkable start but it could be tougher to carve a bigger niche between Nvidia's over 80% to 85% share, cloud incumbency, over 15-years software/developer lead on one extreme, and the nearly 10% market share presence of cost-optimized custom ASICs from Broadcom /Marvell Technology (MRVL) on the other extreme.However, if, AMD is able to show a path to 10% AI share by 2026, it would conceptually add around $5B (on top of $12.6B) in sales, with scenario EPS of around $8-$9 (vs. consensus at $7.37).Advanced Micro Devices (AMD) has a Hold rating at Seeking Alpha's Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors' average rating is more positive with a Buy, and so is the average Wall Street analysts' rating Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353468573012008,"gmtCreate":1727332820890,"gmtModify":1727332824845,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> pre market buzz seems promising. Expecting more?","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> pre market buzz seems promising. Expecting more?","text":"$Micron Technology(MU)$ pre market buzz seems promising. Expecting more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353468573012008","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361634327138496,"gmtCreate":1729309505507,"gmtModify":1729309509784,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> theres big buyers there and solid business should go higher for a time. Only as good as your best ideas","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> theres big buyers there and solid business should go higher for a time. Only as good as your best ideas","text":"$NVIDIA Corp(NVDA)$ theres big buyers there and solid business should go higher for a time. Only as good as your best ideas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361634327138496","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359955723325584,"gmtCreate":1728922214654,"gmtModify":1728922218230,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Hear hear","listText":"Hear hear","text":"Hear hear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359955723325584","repostId":"2475385831","repostType":4,"repost":{"id":"2475385831","pubTimestamp":1728920894,"share":"https://ttm.financial/m/news/2475385831?lang=&edition=fundamental","pubTime":"2024-10-14 23:48","market":"fut","language":"en","title":"Tesla: Time And Patience Running Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2475385831","media":"seekingalpha","summary":"Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing compe","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.</p></li><li><p>Despite Tesla&#39;s technological advantages, the company faces increasing competition in the EV market, and its market share is shrinking.</p></li><li><p>Tesla&#39;s reliance on AI and cameras for self-driving tech may face regulatory hurdles, and the company&#39;s cash burn could necessitate raising funds.</p></li><li><p>Investor confidence hinges on Tesla delivering tangible products and meeting deadlines; otherwise, the stock may face significant setbacks.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27c102d2957a441fabf3e7d7c9c5a928\" tg-width=\"750\" tg-height=\"499\"/></p><p>Yagi Studio</p><p></p><h2 id=\"id_699967888\">Thesis Summary</h2><p>Tesla, Inc. (NASDAQ:TSLA) (NEOE:TSLA:CA) revealed its new Cybercab at its We, Robot event. The company also unveiled a Cybervan and an updated Optimus robot.</p><p>The timeline for FSD and these innovations is the same as always; sometime next year.</p><p>Elon Musk cannot be faulted for his enthusiasm and perseverance, but investors are growing impatient.</p><p>While Tesla works on its new AI initiatives, it must battle to maintain market share in an increasingly competitive EV market.</p><p>The clock is ticking.</p><p>I outlined in my last article that Tesla’s lead in FSD was tenuous, though I had hoped it could leverage its superior technology. However, this event has not reassured me at all.</p><p>I am giving Tesla one more year to produce something tangible, or I will be out of the stock. I am downgrading to a neutral rating, as I believe the odds of success for Tesla diminish every passing day.</p><h2 id=\"id_2598631574\">Robotaxi Event</h2><p>Tesla’s much anticipated Robotaxi day has come and gone, and here’s what we learned from the event.</p><p>Musk unveiled a $30,000 Cybercab, projected to hit the market before 2027. On top of that, Musk unveiled the Robovan, a similar concept but with seating for up to 20 people.</p><p>According to Musk, self-driving technology will be 10-20x safer than human driving and could cost as little as $0.20 per mile, making it even cheaper than buses.</p><blockquote><p>“I think the cost of autonomous transport will be so low that you can think of it like individualised mass transit,”</p></blockquote><p>Source: Elon Musk</p><p>Finally, we got to see a lineup of Optimus robots perform a choreographed dance, with Musk reiterating that this was perhaps the largest market opportunity for Tesla. He also mentioned the humanoid robot would be available for under $30,000 at scale.</p><p>That pretty much concluded the 30-minute presentation.</p><h2 id=\"id_4111080587\">My 2 cents</h2><p>When all is said and done, I found the robotaxi event was underwhelming, and looking at the pre-market action right now, I don’t seem to be the only one.</p><p>While we got to see the vision, there was no “verifiable evidence” as Jeffries analysts put it, that any of these timelines presented were achievable, or that Tesla’s FSD had made any meaningful progress in the last few months.</p><p>Musk has repeatedly overestimated his company&#39;s ability to deliver products. It’s the kind of optimism and belief that is essential to any successful entrepreneurial venture, but perhaps not appropriate when dealing with a board of directors and public investors.</p><p>And even if Tesla can pull it off, it may take years for government agencies to approve completely self-driving cars, especially given that Tesla’s technology relies on AI and cameras, rather than Lidar.</p><p>But let’s get back to our previous question.</p><h2 id=\"id_3612930416\">Can Tesla Pull It Off?</h2><p>I’m not going to argue that driverless technology will be revolutionary. No doubt, there will be resistance to it, but we are talking about saving countless hours of labour, not to mention lives.</p><p>The ride-hailing market alone will potentially be huge, as shown by Ark research:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972dfaaccc3637f15d1cbddf492b01ed\" tg-width=\"1280\" tg-height=\"536\"/></p><p>Ride-hail TAM (Ark)</p><p></p><p>And though I have been harsh on Tesla so far, we can’t deny it does have some advantages over its competitors.</p><p>For starters, FSD has driven way more miles than any of its competitors, although FSD does require a driver to still be at the wheel. I do believe the technology is there. Otherwise, what was the point of buying all those NVIDIA (NVDA) chips?</p><p>The other thing Tesla does have going for it is its vertically integrated supply chain. Tesla has the production capacity to quickly scale this service, not to mention its spare inventory and the many Teslas in existence that could be added to a fleet of robotaxis.</p><p>But Musk is his own worst enemy. Investors would be able to forgive Tesla for not reaching full autonomy if Musk hadn&#39;t always been so optimistic with his timelines. In my opinion, this is now working against the company, and explains, at least in part, why the stock sold off after the event.</p><h2 id=\"id_962604086\">The Clock Is Ticking</h2><p>The problem with trying to rebrand Tesla as an AI business is that it still takes in 82% of its revenues from EV sales. But Tesla’s lead in this department is quickly shrinking.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/837f7ba897746a69019b26c06feee8d1\" tg-width=\"1280\" tg-height=\"793\"/></p><p>Share of US electric vehicles (Cox Automotive)</p><p></p><p>The company’s share has fallen below 50% and things may get worse. While the Cybertruck seems to be selling well, production is still limited. Furthermore, the lack of any talk in the recent event of the Model 2, just reinforces this idea.</p><p>Tesla still has a strong presence in the US market, but it is not growing like before, and it hasn&#39;t put as much effort as its competitors to gain market share, since it is not bringing out many new models.</p><p>This adds extra pressure on Tesla to deliver something new.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6bec6abf5aead1d8a758951e6ed9630\" tg-width=\"640\" tg-height=\"266\"/></p><p>Tesla Operating Margin (Companiesmarketcap.com)</p><p></p><p>Meanwhile, although Tesla does have a positive operating margin, it is still quite narrow, and there&#39;s a risk that all the investment in AI technology could drive margins back into negative territory. Tesla still has enough cash to keep things going for a while, but investors will need to see some payoff to all these investments sooner, rather than later.</p><h2 id=\"id_2625833188\">Final Thoughts</h2><p>All in all, the presentation was underwhelming, and it’s not enough for Musk to say stuff or show us prototypes anymore. We need to see an actual product hit the market, and the latest deadlines have to be met. Not doing so will be incredibly detrimental to investor confidence.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Time And Patience Running Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Time And Patience Running Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 23:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4555":"新能源车","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4550":"红杉资本持仓","BK4588":"碎股","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4592":"伊斯兰概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://seekingalpha.com/article/4726530-tesla-stock-time-patience-running-out-downgrade-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475385831","content_text":"Tesla's Robotaxi event was underwhelming, with no verifiable evidence that timelines for FSD or new products are achievable.Despite Tesla's technological advantages, the company faces increasing competition in the EV market, and its market share is shrinking.Tesla's reliance on AI and cameras for self-driving tech may face regulatory hurdles, and the company's cash burn could necessitate raising funds.Investor confidence hinges on Tesla delivering tangible products and meeting deadlines; otherwise, the stock may face significant setbacks.Yagi StudioThesis SummaryTesla, Inc. (NASDAQ:TSLA) (NEOE:TSLA:CA) revealed its new Cybercab at its We, Robot event. The company also unveiled a Cybervan and an updated Optimus robot.The timeline for FSD and these innovations is the same as always; sometime next year.Elon Musk cannot be faulted for his enthusiasm and perseverance, but investors are growing impatient.While Tesla works on its new AI initiatives, it must battle to maintain market share in an increasingly competitive EV market.The clock is ticking.I outlined in my last article that Tesla’s lead in FSD was tenuous, though I had hoped it could leverage its superior technology. However, this event has not reassured me at all.I am giving Tesla one more year to produce something tangible, or I will be out of the stock. I am downgrading to a neutral rating, as I believe the odds of success for Tesla diminish every passing day.Robotaxi EventTesla’s much anticipated Robotaxi day has come and gone, and here’s what we learned from the event.Musk unveiled a $30,000 Cybercab, projected to hit the market before 2027. On top of that, Musk unveiled the Robovan, a similar concept but with seating for up to 20 people.According to Musk, self-driving technology will be 10-20x safer than human driving and could cost as little as $0.20 per mile, making it even cheaper than buses.“I think the cost of autonomous transport will be so low that you can think of it like individualised mass transit,”Source: Elon MuskFinally, we got to see a lineup of Optimus robots perform a choreographed dance, with Musk reiterating that this was perhaps the largest market opportunity for Tesla. He also mentioned the humanoid robot would be available for under $30,000 at scale.That pretty much concluded the 30-minute presentation.My 2 centsWhen all is said and done, I found the robotaxi event was underwhelming, and looking at the pre-market action right now, I don’t seem to be the only one.While we got to see the vision, there was no “verifiable evidence” as Jeffries analysts put it, that any of these timelines presented were achievable, or that Tesla’s FSD had made any meaningful progress in the last few months.Musk has repeatedly overestimated his company's ability to deliver products. It’s the kind of optimism and belief that is essential to any successful entrepreneurial venture, but perhaps not appropriate when dealing with a board of directors and public investors.And even if Tesla can pull it off, it may take years for government agencies to approve completely self-driving cars, especially given that Tesla’s technology relies on AI and cameras, rather than Lidar.But let’s get back to our previous question.Can Tesla Pull It Off?I’m not going to argue that driverless technology will be revolutionary. No doubt, there will be resistance to it, but we are talking about saving countless hours of labour, not to mention lives.The ride-hailing market alone will potentially be huge, as shown by Ark research:Ride-hail TAM (Ark)And though I have been harsh on Tesla so far, we can’t deny it does have some advantages over its competitors.For starters, FSD has driven way more miles than any of its competitors, although FSD does require a driver to still be at the wheel. I do believe the technology is there. Otherwise, what was the point of buying all those NVIDIA (NVDA) chips?The other thing Tesla does have going for it is its vertically integrated supply chain. Tesla has the production capacity to quickly scale this service, not to mention its spare inventory and the many Teslas in existence that could be added to a fleet of robotaxis.But Musk is his own worst enemy. Investors would be able to forgive Tesla for not reaching full autonomy if Musk hadn't always been so optimistic with his timelines. In my opinion, this is now working against the company, and explains, at least in part, why the stock sold off after the event.The Clock Is TickingThe problem with trying to rebrand Tesla as an AI business is that it still takes in 82% of its revenues from EV sales. But Tesla’s lead in this department is quickly shrinking.Share of US electric vehicles (Cox Automotive)The company’s share has fallen below 50% and things may get worse. While the Cybertruck seems to be selling well, production is still limited. Furthermore, the lack of any talk in the recent event of the Model 2, just reinforces this idea.Tesla still has a strong presence in the US market, but it is not growing like before, and it hasn't put as much effort as its competitors to gain market share, since it is not bringing out many new models.This adds extra pressure on Tesla to deliver something new.Tesla Operating Margin (Companiesmarketcap.com)Meanwhile, although Tesla does have a positive operating margin, it is still quite narrow, and there's a risk that all the investment in AI technology could drive margins back into negative territory. Tesla still has enough cash to keep things going for a while, but investors will need to see some payoff to all these investments sooner, rather than later.Final ThoughtsAll in all, the presentation was underwhelming, and it’s not enough for Musk to say stuff or show us prototypes anymore. We need to see an actual product hit the market, and the latest deadlines have to be met. Not doing so will be incredibly detrimental to investor confidence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358961239515296,"gmtCreate":1728644923764,"gmtModify":1728644927847,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner","listText":"Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner","text":"Banks will stay positive but figures may tell another story. I remain optimistic but bears are hiding round the corner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/358961239515296","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354257635811600,"gmtCreate":1727496871625,"gmtModify":1727496879670,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅","listText":"My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅","text":"My meagre accounts looking good so far 4 wins 5% overall yield. Good start for rookie😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354257635811600","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"Small beginnings, great outcome 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰","text":"Small beginnings, great outcome 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰","html":"Small beginnings, great outcome 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353628100370752,"gmtCreate":1727377419803,"gmtModify":1727377424685,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> a big player selling so late has got to rattle investors maybe a short run down?","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> a big player selling so late has got to rattle investors maybe a short run down?","text":"$Apple(AAPL)$ a big player selling so late has got to rattle investors maybe a short run down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353628100370752","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353469176758416,"gmtCreate":1727332969172,"gmtModify":1727332973218,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> looking like more to come from this stock","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> looking like more to come from this stock","text":"$NVIDIA Corp(NVDA)$ looking like more to come from this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353469176758416","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353442529370120,"gmtCreate":1727326461918,"gmtModify":1727326465521,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Is there more to grab?","listText":"Is there more to grab?","text":"Is there more to grab?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353442529370120","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351424703856808,"gmtCreate":1726831986523,"gmtModify":1726836904621,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BNZI\">$BANZAI INTERNATIONAL INC(BNZI)$ </a> looking promising","listText":"<a href=\"https://ttm.financial/S/BNZI\">$BANZAI INTERNATIONAL INC(BNZI)$ </a> looking promising","text":"$BANZAI INTERNATIONAL INC(BNZI)$ looking promising","images":[{"img":"https://community-static.tradeup.com/news/23822aa650956833675e6f787369d2fa","width":"720","height":"1102"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351424703856808","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575934219206093","authorId":"3575934219206093","name":"iamcalebtay","avatar":"https://static.tigerbbs.com/4344622c0900cfba7430a80d673d9656","crmLevel":9,"crmLevelSwitch":0,"idStr":"3575934219206093","authorIdStr":"3575934219206093"},"content":"if you entered in at that price, you would have made a windfall","text":"if you entered in at that price, you would have made a windfall","html":"if you entered in at that price, you would have made a windfall"}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}