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@TigerFeatures:【Valuation Analysis】Description

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Earnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength

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Get the current valuation status of the target and provide a reference for investors.In addition, Tiger also provides an additional characteristic valuation metric - the forecast price/earnings ratio. 1.Characteristic valuation indicators - Forecast price/earnings ratio The predicted price-to-earnings ratio plays an important role in investment decision-making and market analysis, providing investors with multiple reference points to assist them in making reasonable investment decisions. Predict","text":"\"Valuation Analysis\" selects relative valuation indicators \"price-earnings ratio, price-to-book ratio, and price-to-sales ratio\", observes the change and location of the valuation of the target itself over some time, and compares it with the valuation of the industry in which the target is located. Get the current valuation status of the target and provide a reference for investors.In addition, Tiger also provides an additional characteristic valuation metric - the forecast price/earnings ratio. 1.Characteristic valuation indicators - Forecast price/earnings ratio The predicted price-to-earnings ratio plays an important role in investment decision-making and market analysis, providing investors with multiple reference points to assist them in making reasonable investment decisions. Predict","images":[{"img":"https://community-static.tradeup.com/news/cb02fce1ae968c1efc5449da7d0b16c7","width":"1290","height":"2796"},{"img":"https://community-static.tradeup.com/news/18444461477c26d7330a747b69bf8d64","width":"830","height":"1154"},{"img":"https://community-static.tradeup.com/news/1dd43ec95c2fa801a7b12b204dc5144b","width":"668","height":"930"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081561947","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503402531697192,"gmtCreate":1763909517693,"gmtModify":1763909520771,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; #Top-Down","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; #Top-Down","text":"$Tiger Brokers(TIGR)$ #Top-Down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503402531697192","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503401910051768,"gmtCreate":1763909480249,"gmtModify":1763909483123,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503401910051768","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501984275026744,"gmtCreate":1763564369645,"gmtModify":1763564371764,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501984275026744","repostId":"1119735882","repostType":2,"repost":{"id":"1119735882","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1762838225,"share":"https://ttm.financial/m/news/1119735882?lang=en_US&edition=fundamental","pubTime":"2025-11-11 13:17","market":"us","language":"en","title":"Earnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=1119735882","media":"Earnings Agent","summary":"Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.Market ForecastFor the current quarter, consensus forecasts point to total revenue around $54.78 billion (up...","content":"<html><head></head><body><p>Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.</p><h2 id=\"id_4228132590\">Market Forecast</h2><p style=\"text-align: start;\">For the current quarter, consensus forecasts point to total revenue around $54.78 billion (up approximately 65% year over year), EBIT near $35.84 billion (up about 64% year over year), and adjusted EPS estimated at $1.244 (up roughly 67% year over year). </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba5cb584681cc0c1dcf7debcf8415cd8\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1179\" tg-height=\"645\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: start;\">Based on Nvidia’s last report trajectory, gross profit margin is expected to remain around the low 70% range, net profit margin close to the mid‑50% range, and adjusted EPS growth led by accelerating AI infrastructure demand. The main business highlight remains the Data Center segment, which is projected to drive the majority of revenue and profit on continued hyperscaler and sovereign AI build-outs. The most promising segment is the Data Center business, with prior quarter revenue of $41.10 billion and strong year-over-year growth of about 56%, underpinned by GPU platform ramps and expanding global AI capacity.</p><h2 id=\"id_1428598777\">Last Quarter Review</h2><p style=\"text-align: start;\">In the previous quarter, Nvidia reported revenue of $46.743 billion, a gross profit margin of 72.42%, GAAP net profit attributable to the parent company of $26.422 billion, a net profit margin of 56.53%, and adjusted EPS of $1.05, with year-over-year growth near the mid‑50% range across headline metrics. One notable highlight was Nvidia exceeding revenue and EPS expectations, reflecting persistent demand for AI accelerators despite supply constraints and geographic policy uncertainties. The main business highlights showed Data Center revenue at $41.096 billion, Gaming at $4.287 billion, Professional Visualization at $601 million, Automotive at $586 million, and OEM &amp; Other at $173 million, with Data Center growth remaining the dominant driver and Gaming contributing stable double-digit billions.</p><h2 id=\"id_2434761593\">Current Quarter Outlook</h2><h3 id=\"id_2856928482\">Data Center Momentum and Revenue Mix</h3><p style=\"text-align: start;\">The Data Center business continues to set the tone for Nvidia’s quarterly outcomes, capturing close to nine-tenths of company revenue last quarter and driving the bulk of operating leverage. Hyperscalers have raised capital expenditure plans across cloud AI training and inference, translating into sustained accelerator demand that feeds both top-line expansion and healthy margin profiles. Sovereign AI initiatives and neocloud developments outside the United States have widened project pipelines, suggesting durable multi-region demand through late 2025 and into calendar 2026. While China remains a moving piece, commentary from sell-side and industry observers indicates incremental routes to access compute—directly ex‑China or via regional rentals—may blunt near-term volatility and preserve Nvidia’s shipment trajectory.</p><h3 id=\"id_1379585530\">Product Cycle and Supply Positioning</h3><p style=\"text-align: start;\">The Blackwell transition has proceeded with robust ramp dynamics, and expectations for the next-generation Rubin platform in the second half of calendar 2026 have sharpened visibility into large-scale AI buildouts. This sequencing supports elevated pricing and mix, reinforcing gross margin performance in the low 70% range, while continued software and networking attach contribute to blended margin stability. On the supply side, Nvidia’s orchestration across foundry and substrate partners has alleviated acute bottlenecks seen in prior cycles, though lead times remain sensitive to upside surprises in hyperscaler demand or sovereign procurement windows. Importantly, customer concentration—previously noted with a substantial revenue share from two customers—will be watched this quarter for diversification signals as enterprise AI adoption begins to scale beyond core cloud accounts.</p><h3 id=\"id_1972662973\">Segment Dynamics and the Role of Gaming</h3><p style=\"text-align: start;\">Gaming maintained a supportive role as a cash-generative business with established channel health, though it is less central to quarter-to-quarter surprises compared with Data Center. Channel inventories have normalized relative to earlier cycles and RTX adoption continues to advance, yet the quarter’s stock price drivers will almost entirely hinge on the quantum of data center shipments, backlog conversion, and any change in China-related guidance. Professional Visualization remains a smaller contributor but benefits from crossovers with enterprise AI visualization and simulation workflows, offering incremental tailwinds without meaningful downside risk. Automotive and OEM/Other, while individually small, provide optionality in the longer arc of edge compute and AI deployment in industry verticals.</p><h3 id=\"id_15454136\">Most Promising Business and Key Watch Items</h3><p style=\"text-align: start;\">The most promising business is Data Center, where announced and anticipated 2026 projects—combined with continuous hyperscaler capex upgrades—support a revenue trajectory that has been revised upward across multiple analysts. For this quarter, the focus will be on whether the company can meet or exceed guidance in Data Center against elevated expectations and whether shipment timing aligns with customer rollout schedules. Investors will be looking for color on AI service provider pipelines, software monetization progression, and timeline clarity around Blackwell-to-Rubin transitions, as these disclosures can reshape growth run-rate models and influence multiple expansion.</p><h3 id=\"id_2265296813\">Stock Price Drivers This Quarter</h3><p style=\"text-align: start;\">The dominant stock price driver is the magnitude of Data Center revenue and the durability of gross margin in the low 70% range, which together define EPS outcomes versus consensus. China-specific commentary could sway sentiment if guidance shifts from ex‑China to partial inclusion or if previously discussed H20 routes gain traction; however, broader global demand trends remain the primary lens through which near-term beats or misses are assessed. The degree of hyperscaler capex commitment into 2026 and visibility into enterprise AI adoption will influence backward-looking valuation concerns and forward-looking earnings power. Any signals on customer concentration reduction or a widening base of sovereign AI contracts would further stabilize perceptions of revenue resilience.</p><h2 id=\"id_1768612262\">Analyst Opinions</h2><p style=\"text-align: start;\"><strong>Citi</strong></p><p style=\"text-align: start;\">Maintains a &#34;Buy&#34; rating with a price target of $220, recently opening a 30-day &#34;Upside&#34; short-term view on expectations of a &#34;beat and raise&#34; earnings report. Citi models October-quarter sales of $57 billion, above consensus estimates of approximately $55 billion, and expects January-quarter guidance of $62 billion versus Street expectations of around $61 billion. The firm highlights Nvidia’s disclosure of shipping 6 million GPUs as an indication of near-term upside. Citi has increased its FY26/27/28 EPS estimates by 2%/7%/8% to better align with revised global AI capital expenditure models, applying a 30x P/E multiple to its CY26 EPS estimate of $7.24.</p><p style=\"text-align: start;\"><strong>Wolfe Research</strong></p><p style=\"text-align: start;\">Following Nvidia’s recent disclosures at GTC, Wolfe sees &#34;clear upside&#34; to consensus numbers for CY26. The firm notes Nvidia’s indication of shipping approximately 3 million Blackwell chips to date in 2025, with line of sight to cumulative $500 billion in Blackwell and Rubin revenue (representing about 10 million GPU chips) through the end of 2026. This suggests roughly $300 billion in Blackwell and Rubin revenue in 2026 alone—approximately 20% above Wolfe’s current estimates. The analysis supports a base case of approximately $8 in CY26 EPS, putting the stock at &#34;a very reasonable 25x that earnings power.&#34; Wolfe also highlights that most incremental revenue appears to be derived from pricing, with ASPs rising more than 50% generation-over-generation from Blackwell to Rubin, which is positive for gross margins.</p><p style=\"text-align: start;\"><strong>Bank of America Securities</strong></p><p style=\"text-align: start;\">Describes Nvidia stock as &#34;compelling&#34; and &#34;priced for measured AI buildout.&#34; BofA notes that Nvidia’s disclosure of approximately $500 billion in CY25/26 data center orders suggests potential for around $8 per share in CY26 EPS. This would represent year-over-year growth of 50% in sales and 70% in EPS, yet the stock trades at &#34;essentially an undemanding 24x PE market multiple.&#34; The firm argues that despite media headlines, Nvidia stock is priced for &#34;very measured AI rollouts&#34; and considers the noise around China restrictions &#34;unhelpful but irrelevant&#34; to near and medium-term financial estimates.</p><p><em>This content is generated based on Tiger AI data and is for reference only.</em></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>Earnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength</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\">\nEarnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2025-11-11 13:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.</p><h2 id=\"id_4228132590\">Market Forecast</h2><p style=\"text-align: start;\">For the current quarter, consensus forecasts point to total revenue around $54.78 billion (up approximately 65% year over year), EBIT near $35.84 billion (up about 64% year over year), and adjusted EPS estimated at $1.244 (up roughly 67% year over year). </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba5cb584681cc0c1dcf7debcf8415cd8\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1179\" tg-height=\"645\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: start;\">Based on Nvidia’s last report trajectory, gross profit margin is expected to remain around the low 70% range, net profit margin close to the mid‑50% range, and adjusted EPS growth led by accelerating AI infrastructure demand. The main business highlight remains the Data Center segment, which is projected to drive the majority of revenue and profit on continued hyperscaler and sovereign AI build-outs. The most promising segment is the Data Center business, with prior quarter revenue of $41.10 billion and strong year-over-year growth of about 56%, underpinned by GPU platform ramps and expanding global AI capacity.</p><h2 id=\"id_1428598777\">Last Quarter Review</h2><p style=\"text-align: start;\">In the previous quarter, Nvidia reported revenue of $46.743 billion, a gross profit margin of 72.42%, GAAP net profit attributable to the parent company of $26.422 billion, a net profit margin of 56.53%, and adjusted EPS of $1.05, with year-over-year growth near the mid‑50% range across headline metrics. One notable highlight was Nvidia exceeding revenue and EPS expectations, reflecting persistent demand for AI accelerators despite supply constraints and geographic policy uncertainties. The main business highlights showed Data Center revenue at $41.096 billion, Gaming at $4.287 billion, Professional Visualization at $601 million, Automotive at $586 million, and OEM &amp; Other at $173 million, with Data Center growth remaining the dominant driver and Gaming contributing stable double-digit billions.</p><h2 id=\"id_2434761593\">Current Quarter Outlook</h2><h3 id=\"id_2856928482\">Data Center Momentum and Revenue Mix</h3><p style=\"text-align: start;\">The Data Center business continues to set the tone for Nvidia’s quarterly outcomes, capturing close to nine-tenths of company revenue last quarter and driving the bulk of operating leverage. Hyperscalers have raised capital expenditure plans across cloud AI training and inference, translating into sustained accelerator demand that feeds both top-line expansion and healthy margin profiles. Sovereign AI initiatives and neocloud developments outside the United States have widened project pipelines, suggesting durable multi-region demand through late 2025 and into calendar 2026. While China remains a moving piece, commentary from sell-side and industry observers indicates incremental routes to access compute—directly ex‑China or via regional rentals—may blunt near-term volatility and preserve Nvidia’s shipment trajectory.</p><h3 id=\"id_1379585530\">Product Cycle and Supply Positioning</h3><p style=\"text-align: start;\">The Blackwell transition has proceeded with robust ramp dynamics, and expectations for the next-generation Rubin platform in the second half of calendar 2026 have sharpened visibility into large-scale AI buildouts. This sequencing supports elevated pricing and mix, reinforcing gross margin performance in the low 70% range, while continued software and networking attach contribute to blended margin stability. On the supply side, Nvidia’s orchestration across foundry and substrate partners has alleviated acute bottlenecks seen in prior cycles, though lead times remain sensitive to upside surprises in hyperscaler demand or sovereign procurement windows. Importantly, customer concentration—previously noted with a substantial revenue share from two customers—will be watched this quarter for diversification signals as enterprise AI adoption begins to scale beyond core cloud accounts.</p><h3 id=\"id_1972662973\">Segment Dynamics and the Role of Gaming</h3><p style=\"text-align: start;\">Gaming maintained a supportive role as a cash-generative business with established channel health, though it is less central to quarter-to-quarter surprises compared with Data Center. Channel inventories have normalized relative to earlier cycles and RTX adoption continues to advance, yet the quarter’s stock price drivers will almost entirely hinge on the quantum of data center shipments, backlog conversion, and any change in China-related guidance. Professional Visualization remains a smaller contributor but benefits from crossovers with enterprise AI visualization and simulation workflows, offering incremental tailwinds without meaningful downside risk. Automotive and OEM/Other, while individually small, provide optionality in the longer arc of edge compute and AI deployment in industry verticals.</p><h3 id=\"id_15454136\">Most Promising Business and Key Watch Items</h3><p style=\"text-align: start;\">The most promising business is Data Center, where announced and anticipated 2026 projects—combined with continuous hyperscaler capex upgrades—support a revenue trajectory that has been revised upward across multiple analysts. For this quarter, the focus will be on whether the company can meet or exceed guidance in Data Center against elevated expectations and whether shipment timing aligns with customer rollout schedules. Investors will be looking for color on AI service provider pipelines, software monetization progression, and timeline clarity around Blackwell-to-Rubin transitions, as these disclosures can reshape growth run-rate models and influence multiple expansion.</p><h3 id=\"id_2265296813\">Stock Price Drivers This Quarter</h3><p style=\"text-align: start;\">The dominant stock price driver is the magnitude of Data Center revenue and the durability of gross margin in the low 70% range, which together define EPS outcomes versus consensus. China-specific commentary could sway sentiment if guidance shifts from ex‑China to partial inclusion or if previously discussed H20 routes gain traction; however, broader global demand trends remain the primary lens through which near-term beats or misses are assessed. The degree of hyperscaler capex commitment into 2026 and visibility into enterprise AI adoption will influence backward-looking valuation concerns and forward-looking earnings power. Any signals on customer concentration reduction or a widening base of sovereign AI contracts would further stabilize perceptions of revenue resilience.</p><h2 id=\"id_1768612262\">Analyst Opinions</h2><p style=\"text-align: start;\"><strong>Citi</strong></p><p style=\"text-align: start;\">Maintains a &#34;Buy&#34; rating with a price target of $220, recently opening a 30-day &#34;Upside&#34; short-term view on expectations of a &#34;beat and raise&#34; earnings report. Citi models October-quarter sales of $57 billion, above consensus estimates of approximately $55 billion, and expects January-quarter guidance of $62 billion versus Street expectations of around $61 billion. The firm highlights Nvidia’s disclosure of shipping 6 million GPUs as an indication of near-term upside. Citi has increased its FY26/27/28 EPS estimates by 2%/7%/8% to better align with revised global AI capital expenditure models, applying a 30x P/E multiple to its CY26 EPS estimate of $7.24.</p><p style=\"text-align: start;\"><strong>Wolfe Research</strong></p><p style=\"text-align: start;\">Following Nvidia’s recent disclosures at GTC, Wolfe sees &#34;clear upside&#34; to consensus numbers for CY26. The firm notes Nvidia’s indication of shipping approximately 3 million Blackwell chips to date in 2025, with line of sight to cumulative $500 billion in Blackwell and Rubin revenue (representing about 10 million GPU chips) through the end of 2026. This suggests roughly $300 billion in Blackwell and Rubin revenue in 2026 alone—approximately 20% above Wolfe’s current estimates. The analysis supports a base case of approximately $8 in CY26 EPS, putting the stock at &#34;a very reasonable 25x that earnings power.&#34; Wolfe also highlights that most incremental revenue appears to be derived from pricing, with ASPs rising more than 50% generation-over-generation from Blackwell to Rubin, which is positive for gross margins.</p><p style=\"text-align: start;\"><strong>Bank of America Securities</strong></p><p style=\"text-align: start;\">Describes Nvidia stock as &#34;compelling&#34; and &#34;priced for measured AI buildout.&#34; BofA notes that Nvidia’s disclosure of approximately $500 billion in CY25/26 data center orders suggests potential for around $8 per share in CY26 EPS. This would represent year-over-year growth of 50% in sales and 70% in EPS, yet the stock trades at &#34;essentially an undemanding 24x PE market multiple.&#34; The firm argues that despite media headlines, Nvidia stock is priced for &#34;very measured AI rollouts&#34; and considers the noise around China restrictions &#34;unhelpful but irrelevant&#34; to near and medium-term financial estimates.</p><p><em>This content is generated based on Tiger AI data and is for reference only.</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119735882","content_text":"Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.Market ForecastFor the current quarter, consensus forecasts point to total revenue around $54.78 billion (up approximately 65% year over year), EBIT near $35.84 billion (up about 64% year over year), and adjusted EPS estimated at $1.244 (up roughly 67% year over year). Source: Tiger Trade AppBased on Nvidia’s last report trajectory, gross profit margin is expected to remain around the low 70% range, net profit margin close to the mid‑50% range, and adjusted EPS growth led by accelerating AI infrastructure demand. The main business highlight remains the Data Center segment, which is projected to drive the majority of revenue and profit on continued hyperscaler and sovereign AI build-outs. The most promising segment is the Data Center business, with prior quarter revenue of $41.10 billion and strong year-over-year growth of about 56%, underpinned by GPU platform ramps and expanding global AI capacity.Last Quarter ReviewIn the previous quarter, Nvidia reported revenue of $46.743 billion, a gross profit margin of 72.42%, GAAP net profit attributable to the parent company of $26.422 billion, a net profit margin of 56.53%, and adjusted EPS of $1.05, with year-over-year growth near the mid‑50% range across headline metrics. One notable highlight was Nvidia exceeding revenue and EPS expectations, reflecting persistent demand for AI accelerators despite supply constraints and geographic policy uncertainties. The main business highlights showed Data Center revenue at $41.096 billion, Gaming at $4.287 billion, Professional Visualization at $601 million, Automotive at $586 million, and OEM & Other at $173 million, with Data Center growth remaining the dominant driver and Gaming contributing stable double-digit billions.Current Quarter OutlookData Center Momentum and Revenue MixThe Data Center business continues to set the tone for Nvidia’s quarterly outcomes, capturing close to nine-tenths of company revenue last quarter and driving the bulk of operating leverage. Hyperscalers have raised capital expenditure plans across cloud AI training and inference, translating into sustained accelerator demand that feeds both top-line expansion and healthy margin profiles. Sovereign AI initiatives and neocloud developments outside the United States have widened project pipelines, suggesting durable multi-region demand through late 2025 and into calendar 2026. While China remains a moving piece, commentary from sell-side and industry observers indicates incremental routes to access compute—directly ex‑China or via regional rentals—may blunt near-term volatility and preserve Nvidia’s shipment trajectory.Product Cycle and Supply PositioningThe Blackwell transition has proceeded with robust ramp dynamics, and expectations for the next-generation Rubin platform in the second half of calendar 2026 have sharpened visibility into large-scale AI buildouts. This sequencing supports elevated pricing and mix, reinforcing gross margin performance in the low 70% range, while continued software and networking attach contribute to blended margin stability. On the supply side, Nvidia’s orchestration across foundry and substrate partners has alleviated acute bottlenecks seen in prior cycles, though lead times remain sensitive to upside surprises in hyperscaler demand or sovereign procurement windows. Importantly, customer concentration—previously noted with a substantial revenue share from two customers—will be watched this quarter for diversification signals as enterprise AI adoption begins to scale beyond core cloud accounts.Segment Dynamics and the Role of GamingGaming maintained a supportive role as a cash-generative business with established channel health, though it is less central to quarter-to-quarter surprises compared with Data Center. Channel inventories have normalized relative to earlier cycles and RTX adoption continues to advance, yet the quarter’s stock price drivers will almost entirely hinge on the quantum of data center shipments, backlog conversion, and any change in China-related guidance. Professional Visualization remains a smaller contributor but benefits from crossovers with enterprise AI visualization and simulation workflows, offering incremental tailwinds without meaningful downside risk. Automotive and OEM/Other, while individually small, provide optionality in the longer arc of edge compute and AI deployment in industry verticals.Most Promising Business and Key Watch ItemsThe most promising business is Data Center, where announced and anticipated 2026 projects—combined with continuous hyperscaler capex upgrades—support a revenue trajectory that has been revised upward across multiple analysts. For this quarter, the focus will be on whether the company can meet or exceed guidance in Data Center against elevated expectations and whether shipment timing aligns with customer rollout schedules. Investors will be looking for color on AI service provider pipelines, software monetization progression, and timeline clarity around Blackwell-to-Rubin transitions, as these disclosures can reshape growth run-rate models and influence multiple expansion.Stock Price Drivers This QuarterThe dominant stock price driver is the magnitude of Data Center revenue and the durability of gross margin in the low 70% range, which together define EPS outcomes versus consensus. China-specific commentary could sway sentiment if guidance shifts from ex‑China to partial inclusion or if previously discussed H20 routes gain traction; however, broader global demand trends remain the primary lens through which near-term beats or misses are assessed. The degree of hyperscaler capex commitment into 2026 and visibility into enterprise AI adoption will influence backward-looking valuation concerns and forward-looking earnings power. Any signals on customer concentration reduction or a widening base of sovereign AI contracts would further stabilize perceptions of revenue resilience.Analyst OpinionsCitiMaintains a \"Buy\" rating with a price target of $220, recently opening a 30-day \"Upside\" short-term view on expectations of a \"beat and raise\" earnings report. Citi models October-quarter sales of $57 billion, above consensus estimates of approximately $55 billion, and expects January-quarter guidance of $62 billion versus Street expectations of around $61 billion. The firm highlights Nvidia’s disclosure of shipping 6 million GPUs as an indication of near-term upside. Citi has increased its FY26/27/28 EPS estimates by 2%/7%/8% to better align with revised global AI capital expenditure models, applying a 30x P/E multiple to its CY26 EPS estimate of $7.24.Wolfe ResearchFollowing Nvidia’s recent disclosures at GTC, Wolfe sees \"clear upside\" to consensus numbers for CY26. The firm notes Nvidia’s indication of shipping approximately 3 million Blackwell chips to date in 2025, with line of sight to cumulative $500 billion in Blackwell and Rubin revenue (representing about 10 million GPU chips) through the end of 2026. This suggests roughly $300 billion in Blackwell and Rubin revenue in 2026 alone—approximately 20% above Wolfe’s current estimates. The analysis supports a base case of approximately $8 in CY26 EPS, putting the stock at \"a very reasonable 25x that earnings power.\" Wolfe also highlights that most incremental revenue appears to be derived from pricing, with ASPs rising more than 50% generation-over-generation from Blackwell to Rubin, which is positive for gross margins.Bank of America SecuritiesDescribes Nvidia stock as \"compelling\" and \"priced for measured AI buildout.\" BofA notes that Nvidia’s disclosure of approximately $500 billion in CY25/26 data center orders suggests potential for around $8 per share in CY26 EPS. This would represent year-over-year growth of 50% in sales and 70% in EPS, yet the stock trades at \"essentially an undemanding 24x PE market multiple.\" The firm argues that despite media headlines, Nvidia stock is priced for \"very measured AI rollouts\" and considers the noise around China restrictions \"unhelpful but irrelevant\" to near and medium-term financial estimates.This content is generated based on Tiger AI data and is for reference only.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501490113901440,"gmtCreate":1763443675310,"gmtModify":1763444581302,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Watch out&nbsp;","listText":"Watch out&nbsp;","text":"Watch out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501490113901440","repostId":"2584600452","repostType":4,"repost":{"id":"2584600452","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1763440011,"share":"https://ttm.financial/m/news/2584600452?lang=en_US&edition=fundamental","pubTime":"2025-11-18 12:26","market":"nz","language":"en","title":"New Zealand Shares Fall, Tracking Wall Street Losses; Synlait Milk Appoints Chief Revenue Officer","url":"https://stock-news.laohu8.com/highlight/detail?id=2584600452","media":"MT Newswires Live","summary":"New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.The S&P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.On Monday, the S&P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.Markets await important company earnings from the US this week, including Nvidia, Home Depot, and Walmart.In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.In corporate news, Synlait Milk  appointed Hamish Yates as chief revenue officer, effective December.Contact Energy  said retail mass market electricity sales and gas sales both grew year over year in October.","content":"<html><head></head><body><p>New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.</p><p>The S&amp;P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.</p><p>On Monday, the S&amp;P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.</p><p>Markets await important company earnings from the US this week, including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Home Depot, and Walmart.</p><p>In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.</p><p>In corporate news, Synlait Milk( (NZE:SML, ASX:SM1) appointed Hamish Yates as chief revenue officer, effective December.</p><p>Contact Energy (NZE:CEN, ASX:CEN) said retail mass market electricity sales and gas sales both grew year over year in October.</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>New Zealand Shares Fall, Tracking Wall Street Losses; Synlait Milk Appoints Chief Revenue Officer</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew Zealand Shares Fall, Tracking Wall Street Losses; Synlait Milk Appoints Chief Revenue Officer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-11-18 12:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.</p><p>The S&amp;P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.</p><p>On Monday, the S&amp;P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.</p><p>Markets await important company earnings from the US this week, including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Home Depot, and Walmart.</p><p>In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.</p><p>In corporate news, Synlait Milk( (NZE:SML, ASX:SM1) appointed Hamish Yates as chief revenue officer, effective December.</p><p>Contact Energy (NZE:CEN, ASX:CEN) said retail mass market electricity sales and gas sales both grew year over year in October.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SML.NZ":"Synlait Milk Limited Ordinary Shares","NZ50G.NZ":"S&P/NZX 50","T10G.NZ":"S&P/NZX 10","NZ20C.NZ":"S&P/NZX 20"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584600452","content_text":"New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.The S&P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.On Monday, the S&P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.Markets await important company earnings from the US this week, including Nvidia, Home Depot, and Walmart.In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.In corporate news, Synlait Milk( (NZE:SML, ASX:SM1) appointed Hamish Yates as chief revenue officer, effective December.Contact Energy (NZE:CEN, ASX:CEN) said retail mass market electricity sales and gas sales both grew year over year in October.","news_type":1,"symbols_score_info":{"T10G.NZ":1.5,"NZ20C.NZ":1.5,"NZ50G.NZ":1.5,"SML.NZ":1.5}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501485843141272,"gmtCreate":1763442602251,"gmtModify":1763444578820,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Check it","listText":"Check it","text":"Check it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501485843141272","repostId":"2584643726","repostType":2,"repost":{"id":"2584643726","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1763368894,"share":"https://ttm.financial/m/news/2584643726?lang=en_US&edition=fundamental","pubTime":"2025-11-17 16:41","market":"nz","language":"en","title":"Bitcoin's 2025 Gains Erased: Who Ended the BTC Bull Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=2584643726","media":"TradingKey","summary":"TradingKey - After slumping below $93,500, 2025 Bitcoin price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.","content":"<html><body><p dir=\"ltr\"><span>TradingKey - After slumping below $93,500, 2025 </span><span>Bitcoin</span><span> price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.</span></p><p dir=\"ltr\"><span>On Sunday, November 16, Eastern Time, Bitcoin's price tumbled below the $94,000 mark, falling to its lowest level since the end of last year. As of Monday, Bitcoin staged a slight rebound above $95,000, yet market panic shows no sign of dissipating.</span></p><p dir=\"ltr\"><img height=\"319\" src=\"https://resource.tradingkey.com/uploads/20251117/bitcoin-price-btc-news-tradingkey-291d5fedbee44b78a89a5eaaac3821da.jpg\" width=\"774\"/></p><p dir=\"ltr\"><span>Bitcoin Price Chart 2025, Source: TradingKey</span></p><p dir=\"ltr\"><span>According to Alternative.me, the Crypto Fear &amp; Greed Index remained in the \"extreme fear\" zone at 10 points for two consecutive days over the weekend, matching its year-to-date low recorded in February.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's High Beta Nature Amplified</strong></b></h2><p dir=\"ltr\"><span>Since late October, the S&amp;P 500, Nasdaq, and cryptocurrency markets have generally weakened. <a href=\"https://laohu8.com/S/LQDT\">Liquidity</a> concerns in the financial system during the U.S. government shutdown, wavering Federal Reserve interest rate cut prospects, and AI valuation bubbles have prompted investors to embrace a \"risk-off mode.\"</span></p><p dir=\"ltr\"><span>However, compared to the U.S. stock market's choppy performance amidst macroeconomic uncertainty, Bitcoin's persistent sluggishness has surprised industry analysts. </span></p><p dir=\"ltr\"><span>Goldman Sachs observed a distorted asymmetry between Bitcoin and the Nasdaq 100 Index: </span><b><strong>Bitcoin tends to see smaller gains when the Nasdaq rises, but larger declines when it falls.</strong></b></p><p dir=\"ltr\"><span>Analysis indicates that </span><b><strong>changes in liquidity structure have exacerbated the asymmetric performance of Bitcoin, </strong></b><span>a cryptocurrency known for its high beta and narrative-driven premium. </span></p><p dir=\"ltr\"><span>Peaking stablecoin issuance, decelerating ETF inflows, and exchange market depth that has not yet recovered to early last year's levels highlight the increased fragility of crypto market liquidity.</span></p><h2 dir=\"ltr\"><b><strong>Macro Liquidity: The True Arbitrator of Bitcoin's Trajectory?</strong></b></h2><p dir=\"ltr\"><span>Industry insiders suggest that Bitcoin's price pullback lacks a clear trigger. </span><b><strong>If one \"culprit\" must be singled out, it is likely the weakening of macro liquidity.</strong></b></p><p dir=\"ltr\"><span>Nansen analysis attributes this round of Bitcoin sell-off to a combination of long-term holder profit-taking, institutional capital outflows, macroeconomic uncertainty, and leveraged long liquidations. Evidently, after an extended period of sideways consolidation, the market has temporarily opted for a downward trajectory.</span></p><p dir=\"ltr\"><span>Jake Kennis, an analyst at Nansen, stated that </span><b><strong>Bitcoin trades more like a macro asset embedded in institutional portfolios, responding primarily to liquidity, policy, and dollar dynamics, </strong></b><span>rather than exhibiting predictable supply shocks akin to its four-year halving cycle.</span></p><p dir=\"ltr\"><span>The \"Bitcoin halving cycle\" has so far seen four rounds in November 2012, July 2016, May 2020, and April 2024. In each instance, Bitcoin's price typically reached new highs more than a year after the halving before entering a bear market correction. </span></p><p dir=\"ltr\"><span>With 18 months having passed since the 2024 halving event, there is an established expectation for a price decline towards the end of the halving cycle, although the demand influx from ETFs is shifting perceptions of the halving's impact.</span></p><p dir=\"ltr\"><span>Crypto market maker Caladan noted that Bitcoin bull markets in 2017 and 2021 were not solely driven by prior halving events but stemmed from a more powerful and fundamental force: global liquidity. With the end of the U.S. government shutdown, this driving force may re-emerge.</span></p><p dir=\"ltr\"><span>MHC Digital Group believes that Treasury yield spreads, the repo market, and other funding indicators are signaling warnings akin to late 2018 to 2019, with high-sensitivity asset Bitcoin already adjusting ahead of traditional markets. </span><b><strong>This pullback reflects tightening funding conditions and shifting interest rate expectations, rather than a breakdown in cryptocurrency fundamentals.</strong></b></p><p dir=\"ltr\"><span>The firm anticipates that cryptocurrencies will be among the first to rebound once liquidity conditions reverse, similar to every significant intervention over the past decade.</span></p><p dir=\"ltr\"><span>BlackRock cautioned that following the government reopening, investors are raising more questions about the next catalyst for the near-term outlook and market direction, given the uncertainty surrounding how much economic data will be released by the government in the coming weeks.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's Death Cross: A Glimmer of a Price Bottom?</strong></b></h2><p dir=\"ltr\"><span>Bitcoin's sustained price decline has seen it drop 25% from its October peak, now forming a \"death cross\" — a bearish technical signal where the 50-day moving average falls below the 200-day moving average. This marks the fourth such cross since the beginning of the 2023 cycle.</span></p><p dir=\"ltr\"><span>Historically, while typically indicating weakening short-term momentum in a long-term trend, </span><b><strong>the death cross has paradoxically served as a crucial signal for Bitcoin reaching a temporary bottom in previous instances.</strong></b></p><p dir=\"ltr\"><span>Analysts believe this week will be critical for Bitcoin to achieve a breakout, requiring a significant rebound to maintain cyclical integrity. Should the rebound fail, Bitcoin's price may retest lower levels before resuming its ascent to challenge the 200-day moving average.</span></p><p dir=\"ltr\"><span>Crypto veterans indicate that $100,000 is a pivotal level for many early Bitcoin holders, serving as their benchmark to sell a portion of their holdings. To reach Standard Chartered Bank's proclaimed year-end target of $200,000, Bitcoin would need to more than double from current levels.</span></p><p dir=\"ltr\"><b><strong>The key question now is whether Bitcoin's liquidity narrative and its tendency to rebound after a death cross can re-emerge, especially as its price continued to fall 10% even after the government reopened.</strong></b></p><p>Find out more</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>Bitcoin's 2025 Gains Erased: Who Ended the BTC Bull Market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin's 2025 Gains Erased: Who Ended the BTC Bull Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-11-17 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>TradingKey - After slumping below $93,500, 2025 </span><span>Bitcoin</span><span> price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.</span></p><p dir=\"ltr\"><span>On Sunday, November 16, Eastern Time, Bitcoin's price tumbled below the $94,000 mark, falling to its lowest level since the end of last year. As of Monday, Bitcoin staged a slight rebound above $95,000, yet market panic shows no sign of dissipating.</span></p><p dir=\"ltr\"><img height=\"319\" src=\"https://resource.tradingkey.com/uploads/20251117/bitcoin-price-btc-news-tradingkey-291d5fedbee44b78a89a5eaaac3821da.jpg\" width=\"774\"/></p><p dir=\"ltr\"><span>Bitcoin Price Chart 2025, Source: TradingKey</span></p><p dir=\"ltr\"><span>According to Alternative.me, the Crypto Fear &amp; Greed Index remained in the \"extreme fear\" zone at 10 points for two consecutive days over the weekend, matching its year-to-date low recorded in February.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's High Beta Nature Amplified</strong></b></h2><p dir=\"ltr\"><span>Since late October, the S&amp;P 500, Nasdaq, and cryptocurrency markets have generally weakened. <a href=\"https://laohu8.com/S/LQDT\">Liquidity</a> concerns in the financial system during the U.S. government shutdown, wavering Federal Reserve interest rate cut prospects, and AI valuation bubbles have prompted investors to embrace a \"risk-off mode.\"</span></p><p dir=\"ltr\"><span>However, compared to the U.S. stock market's choppy performance amidst macroeconomic uncertainty, Bitcoin's persistent sluggishness has surprised industry analysts. </span></p><p dir=\"ltr\"><span>Goldman Sachs observed a distorted asymmetry between Bitcoin and the Nasdaq 100 Index: </span><b><strong>Bitcoin tends to see smaller gains when the Nasdaq rises, but larger declines when it falls.</strong></b></p><p dir=\"ltr\"><span>Analysis indicates that </span><b><strong>changes in liquidity structure have exacerbated the asymmetric performance of Bitcoin, </strong></b><span>a cryptocurrency known for its high beta and narrative-driven premium. </span></p><p dir=\"ltr\"><span>Peaking stablecoin issuance, decelerating ETF inflows, and exchange market depth that has not yet recovered to early last year's levels highlight the increased fragility of crypto market liquidity.</span></p><h2 dir=\"ltr\"><b><strong>Macro Liquidity: The True Arbitrator of Bitcoin's Trajectory?</strong></b></h2><p dir=\"ltr\"><span>Industry insiders suggest that Bitcoin's price pullback lacks a clear trigger. </span><b><strong>If one \"culprit\" must be singled out, it is likely the weakening of macro liquidity.</strong></b></p><p dir=\"ltr\"><span>Nansen analysis attributes this round of Bitcoin sell-off to a combination of long-term holder profit-taking, institutional capital outflows, macroeconomic uncertainty, and leveraged long liquidations. Evidently, after an extended period of sideways consolidation, the market has temporarily opted for a downward trajectory.</span></p><p dir=\"ltr\"><span>Jake Kennis, an analyst at Nansen, stated that </span><b><strong>Bitcoin trades more like a macro asset embedded in institutional portfolios, responding primarily to liquidity, policy, and dollar dynamics, </strong></b><span>rather than exhibiting predictable supply shocks akin to its four-year halving cycle.</span></p><p dir=\"ltr\"><span>The \"Bitcoin halving cycle\" has so far seen four rounds in November 2012, July 2016, May 2020, and April 2024. In each instance, Bitcoin's price typically reached new highs more than a year after the halving before entering a bear market correction. </span></p><p dir=\"ltr\"><span>With 18 months having passed since the 2024 halving event, there is an established expectation for a price decline towards the end of the halving cycle, although the demand influx from ETFs is shifting perceptions of the halving's impact.</span></p><p dir=\"ltr\"><span>Crypto market maker Caladan noted that Bitcoin bull markets in 2017 and 2021 were not solely driven by prior halving events but stemmed from a more powerful and fundamental force: global liquidity. With the end of the U.S. government shutdown, this driving force may re-emerge.</span></p><p dir=\"ltr\"><span>MHC Digital Group believes that Treasury yield spreads, the repo market, and other funding indicators are signaling warnings akin to late 2018 to 2019, with high-sensitivity asset Bitcoin already adjusting ahead of traditional markets. </span><b><strong>This pullback reflects tightening funding conditions and shifting interest rate expectations, rather than a breakdown in cryptocurrency fundamentals.</strong></b></p><p dir=\"ltr\"><span>The firm anticipates that cryptocurrencies will be among the first to rebound once liquidity conditions reverse, similar to every significant intervention over the past decade.</span></p><p dir=\"ltr\"><span>BlackRock cautioned that following the government reopening, investors are raising more questions about the next catalyst for the near-term outlook and market direction, given the uncertainty surrounding how much economic data will be released by the government in the coming weeks.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's Death Cross: A Glimmer of a Price Bottom?</strong></b></h2><p dir=\"ltr\"><span>Bitcoin's sustained price decline has seen it drop 25% from its October peak, now forming a \"death cross\" — a bearish technical signal where the 50-day moving average falls below the 200-day moving average. This marks the fourth such cross since the beginning of the 2023 cycle.</span></p><p dir=\"ltr\"><span>Historically, while typically indicating weakening short-term momentum in a long-term trend, </span><b><strong>the death cross has paradoxically served as a crucial signal for Bitcoin reaching a temporary bottom in previous instances.</strong></b></p><p dir=\"ltr\"><span>Analysts believe this week will be critical for Bitcoin to achieve a breakout, requiring a significant rebound to maintain cyclical integrity. Should the rebound fail, Bitcoin's price may retest lower levels before resuming its ascent to challenge the 200-day moving average.</span></p><p dir=\"ltr\"><span>Crypto veterans indicate that $100,000 is a pivotal level for many early Bitcoin holders, serving as their benchmark to sell a portion of their holdings. To reach Standard Chartered Bank's proclaimed year-end target of $200,000, Bitcoin would need to more than double from current levels.</span></p><p dir=\"ltr\"><b><strong>The key question now is whether Bitcoin's liquidity narrative and its tendency to rebound after a death cross can re-emerge, especially as its price continued to fall 10% even after the government reopened.</strong></b></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240422/a055367af3f5623a7dd2c0954cd81c75.jpg","relate_stocks":{"83042":"华夏比特币-R","IBIT":"比特币ETF-iShares","03439":"嘉实比特币","09439":"嘉实比特币-U","BK4588":"碎股","BTC":"Grayscale Bitcoin Mini Trust","09042":"华夏比特币-U","BK4585":"ETF&股票定投概念","03008":"博时比特币","BK4594":"比特币ETF概念","03042":"华夏比特币ETF","09008":"博时比特币-U","BK1611":"加密货币现货ETF","BK4601":"加密货币现货ETF"},"source_url":"https://www.tradingkey.com/analysis/cryptocurrencies/btc/251310291-why-2025-bitcoin-price-year-gain-erase-liquidity-death-cross-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584643726","content_text":"TradingKey - After slumping below $93,500, 2025 Bitcoin price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.On Sunday, November 16, Eastern Time, Bitcoin's price tumbled below the $94,000 mark, falling to its lowest level since the end of last year. As of Monday, Bitcoin staged a slight rebound above $95,000, yet market panic shows no sign of dissipating.Bitcoin Price Chart 2025, Source: TradingKeyAccording to Alternative.me, the Crypto Fear & Greed Index remained in the \"extreme fear\" zone at 10 points for two consecutive days over the weekend, matching its year-to-date low recorded in February.Bitcoin's High Beta Nature AmplifiedSince late October, the S&P 500, Nasdaq, and cryptocurrency markets have generally weakened. Liquidity concerns in the financial system during the U.S. government shutdown, wavering Federal Reserve interest rate cut prospects, and AI valuation bubbles have prompted investors to embrace a \"risk-off mode.\"However, compared to the U.S. stock market's choppy performance amidst macroeconomic uncertainty, Bitcoin's persistent sluggishness has surprised industry analysts. Goldman Sachs observed a distorted asymmetry between Bitcoin and the Nasdaq 100 Index: Bitcoin tends to see smaller gains when the Nasdaq rises, but larger declines when it falls.Analysis indicates that changes in liquidity structure have exacerbated the asymmetric performance of Bitcoin, a cryptocurrency known for its high beta and narrative-driven premium. Peaking stablecoin issuance, decelerating ETF inflows, and exchange market depth that has not yet recovered to early last year's levels highlight the increased fragility of crypto market liquidity.Macro Liquidity: The True Arbitrator of Bitcoin's Trajectory?Industry insiders suggest that Bitcoin's price pullback lacks a clear trigger. If one \"culprit\" must be singled out, it is likely the weakening of macro liquidity.Nansen analysis attributes this round of Bitcoin sell-off to a combination of long-term holder profit-taking, institutional capital outflows, macroeconomic uncertainty, and leveraged long liquidations. Evidently, after an extended period of sideways consolidation, the market has temporarily opted for a downward trajectory.Jake Kennis, an analyst at Nansen, stated that Bitcoin trades more like a macro asset embedded in institutional portfolios, responding primarily to liquidity, policy, and dollar dynamics, rather than exhibiting predictable supply shocks akin to its four-year halving cycle.The \"Bitcoin halving cycle\" has so far seen four rounds in November 2012, July 2016, May 2020, and April 2024. In each instance, Bitcoin's price typically reached new highs more than a year after the halving before entering a bear market correction. With 18 months having passed since the 2024 halving event, there is an established expectation for a price decline towards the end of the halving cycle, although the demand influx from ETFs is shifting perceptions of the halving's impact.Crypto market maker Caladan noted that Bitcoin bull markets in 2017 and 2021 were not solely driven by prior halving events but stemmed from a more powerful and fundamental force: global liquidity. With the end of the U.S. government shutdown, this driving force may re-emerge.MHC Digital Group believes that Treasury yield spreads, the repo market, and other funding indicators are signaling warnings akin to late 2018 to 2019, with high-sensitivity asset Bitcoin already adjusting ahead of traditional markets. This pullback reflects tightening funding conditions and shifting interest rate expectations, rather than a breakdown in cryptocurrency fundamentals.The firm anticipates that cryptocurrencies will be among the first to rebound once liquidity conditions reverse, similar to every significant intervention over the past decade.BlackRock cautioned that following the government reopening, investors are raising more questions about the next catalyst for the near-term outlook and market direction, given the uncertainty surrounding how much economic data will be released by the government in the coming weeks.Bitcoin's Death Cross: A Glimmer of a Price Bottom?Bitcoin's sustained price decline has seen it drop 25% from its October peak, now forming a \"death cross\" — a bearish technical signal where the 50-day moving average falls below the 200-day moving average. This marks the fourth such cross since the beginning of the 2023 cycle.Historically, while typically indicating weakening short-term momentum in a long-term trend, the death cross has paradoxically served as a crucial signal for Bitcoin reaching a temporary bottom in previous instances.Analysts believe this week will be critical for Bitcoin to achieve a breakout, requiring a significant rebound to maintain cyclical integrity. Should the rebound fail, Bitcoin's price may retest lower levels before resuming its ascent to challenge the 200-day moving average.Crypto veterans indicate that $100,000 is a pivotal level for many early Bitcoin holders, serving as their benchmark to sell a portion of their holdings. To reach Standard Chartered Bank's proclaimed year-end target of $200,000, Bitcoin would need to more than double from current levels.The key question now is whether Bitcoin's liquidity narrative and its tendency to rebound after a death cross can re-emerge, especially as its price continued to fall 10% even after the government reopened.Find out more","news_type":1,"symbols_score_info":{"83042":0.6,"09042":1.5,"09439":1.5,"NQmain":0.6,"03042":1.5,"03008":0.9,"IBIT":1.5,"BTC":1.5,"09008":1.5,"03439":0.9,"MBTmain":1.5,"XBTmain":1.5}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501303360143912,"gmtCreate":1763430318048,"gmtModify":1763431657432,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Check it out now","listText":"Check it out now","text":"Check it out now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501303360143912","repostId":"310850183622848","repostType":1,"repost":{"id":310850183622848,"gmtCreate":1716896778385,"gmtModify":1716896815022,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Is Auto-Invest a Viable Strategy to Invest in US Stocks?","htmlText":"As graduation season approaches, many new graduates are beginning to learn how to manage their finances independently. One straightforward investment strategy that stands out is auto-investing, especially in US stocks. Ramit Sethi, a self-made millionaire in his 30s and the host of Netflix's <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a>&nbsp;reality show \"How to Get Rich,\" offers valuable advice to fresh graduates: invest 10% of your annual salary consistently. Over time, this approach can lead to significant wealth accumulation. The Simplicity of Auto-Investing Auto-investing is a method where a fixed amount of money is regularly invested into a specific investment vehicle, such as a low-cost index fund. According to Sethi, index funds, which track market indices like t","listText":"As graduation season approaches, many new graduates are beginning to learn how to manage their finances independently. One straightforward investment strategy that stands out is auto-investing, especially in US stocks. Ramit Sethi, a self-made millionaire in his 30s and the host of Netflix's <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a>&nbsp;reality show \"How to Get Rich,\" offers valuable advice to fresh graduates: invest 10% of your annual salary consistently. Over time, this approach can lead to significant wealth accumulation. The Simplicity of Auto-Investing Auto-investing is a method where a fixed amount of money is regularly invested into a specific investment vehicle, such as a low-cost index fund. According to Sethi, index funds, which track market indices like t","text":"As graduation season approaches, many new graduates are beginning to learn how to manage their finances independently. One straightforward investment strategy that stands out is auto-investing, especially in US stocks. Ramit Sethi, a self-made millionaire in his 30s and the host of Netflix's $Netflix(NFLX)$ reality show \"How to Get Rich,\" offers valuable advice to fresh graduates: invest 10% of your annual salary consistently. Over time, this approach can lead to significant wealth accumulation. The Simplicity of Auto-Investing Auto-investing is a method where a fixed amount of money is regularly invested into a specific investment vehicle, such as a low-cost index fund. According to Sethi, index funds, which track market indices like t","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310850183622848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501303004709696,"gmtCreate":1763430252639,"gmtModify":1763431657385,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Join today&nbsp;","listText":"Join today&nbsp;","text":"Join today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501303004709696","repostId":"20230228080131485","repostType":13,"repost":{"supObjectId":"C20230228075741578","supType":16,"sup_object_id":"C20230228075741578","sup_type":"C20230228075741578"},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":501984275026744,"gmtCreate":1763564369645,"gmtModify":1763564371764,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501984275026744","repostId":"1119735882","repostType":2,"repost":{"id":"1119735882","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1762838225,"share":"https://ttm.financial/m/news/1119735882?lang=en_US&edition=fundamental","pubTime":"2025-11-11 13:17","market":"us","language":"en","title":"Earnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=1119735882","media":"Earnings Agent","summary":"Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.Market ForecastFor the current quarter, consensus forecasts point to total revenue around $54.78 billion (up...","content":"<html><head></head><body><p>Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.</p><h2 id=\"id_4228132590\">Market Forecast</h2><p style=\"text-align: start;\">For the current quarter, consensus forecasts point to total revenue around $54.78 billion (up approximately 65% year over year), EBIT near $35.84 billion (up about 64% year over year), and adjusted EPS estimated at $1.244 (up roughly 67% year over year). </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba5cb584681cc0c1dcf7debcf8415cd8\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1179\" tg-height=\"645\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: start;\">Based on Nvidia’s last report trajectory, gross profit margin is expected to remain around the low 70% range, net profit margin close to the mid‑50% range, and adjusted EPS growth led by accelerating AI infrastructure demand. The main business highlight remains the Data Center segment, which is projected to drive the majority of revenue and profit on continued hyperscaler and sovereign AI build-outs. The most promising segment is the Data Center business, with prior quarter revenue of $41.10 billion and strong year-over-year growth of about 56%, underpinned by GPU platform ramps and expanding global AI capacity.</p><h2 id=\"id_1428598777\">Last Quarter Review</h2><p style=\"text-align: start;\">In the previous quarter, Nvidia reported revenue of $46.743 billion, a gross profit margin of 72.42%, GAAP net profit attributable to the parent company of $26.422 billion, a net profit margin of 56.53%, and adjusted EPS of $1.05, with year-over-year growth near the mid‑50% range across headline metrics. One notable highlight was Nvidia exceeding revenue and EPS expectations, reflecting persistent demand for AI accelerators despite supply constraints and geographic policy uncertainties. The main business highlights showed Data Center revenue at $41.096 billion, Gaming at $4.287 billion, Professional Visualization at $601 million, Automotive at $586 million, and OEM &amp; Other at $173 million, with Data Center growth remaining the dominant driver and Gaming contributing stable double-digit billions.</p><h2 id=\"id_2434761593\">Current Quarter Outlook</h2><h3 id=\"id_2856928482\">Data Center Momentum and Revenue Mix</h3><p style=\"text-align: start;\">The Data Center business continues to set the tone for Nvidia’s quarterly outcomes, capturing close to nine-tenths of company revenue last quarter and driving the bulk of operating leverage. Hyperscalers have raised capital expenditure plans across cloud AI training and inference, translating into sustained accelerator demand that feeds both top-line expansion and healthy margin profiles. Sovereign AI initiatives and neocloud developments outside the United States have widened project pipelines, suggesting durable multi-region demand through late 2025 and into calendar 2026. While China remains a moving piece, commentary from sell-side and industry observers indicates incremental routes to access compute—directly ex‑China or via regional rentals—may blunt near-term volatility and preserve Nvidia’s shipment trajectory.</p><h3 id=\"id_1379585530\">Product Cycle and Supply Positioning</h3><p style=\"text-align: start;\">The Blackwell transition has proceeded with robust ramp dynamics, and expectations for the next-generation Rubin platform in the second half of calendar 2026 have sharpened visibility into large-scale AI buildouts. This sequencing supports elevated pricing and mix, reinforcing gross margin performance in the low 70% range, while continued software and networking attach contribute to blended margin stability. On the supply side, Nvidia’s orchestration across foundry and substrate partners has alleviated acute bottlenecks seen in prior cycles, though lead times remain sensitive to upside surprises in hyperscaler demand or sovereign procurement windows. Importantly, customer concentration—previously noted with a substantial revenue share from two customers—will be watched this quarter for diversification signals as enterprise AI adoption begins to scale beyond core cloud accounts.</p><h3 id=\"id_1972662973\">Segment Dynamics and the Role of Gaming</h3><p style=\"text-align: start;\">Gaming maintained a supportive role as a cash-generative business with established channel health, though it is less central to quarter-to-quarter surprises compared with Data Center. Channel inventories have normalized relative to earlier cycles and RTX adoption continues to advance, yet the quarter’s stock price drivers will almost entirely hinge on the quantum of data center shipments, backlog conversion, and any change in China-related guidance. Professional Visualization remains a smaller contributor but benefits from crossovers with enterprise AI visualization and simulation workflows, offering incremental tailwinds without meaningful downside risk. Automotive and OEM/Other, while individually small, provide optionality in the longer arc of edge compute and AI deployment in industry verticals.</p><h3 id=\"id_15454136\">Most Promising Business and Key Watch Items</h3><p style=\"text-align: start;\">The most promising business is Data Center, where announced and anticipated 2026 projects—combined with continuous hyperscaler capex upgrades—support a revenue trajectory that has been revised upward across multiple analysts. For this quarter, the focus will be on whether the company can meet or exceed guidance in Data Center against elevated expectations and whether shipment timing aligns with customer rollout schedules. Investors will be looking for color on AI service provider pipelines, software monetization progression, and timeline clarity around Blackwell-to-Rubin transitions, as these disclosures can reshape growth run-rate models and influence multiple expansion.</p><h3 id=\"id_2265296813\">Stock Price Drivers This Quarter</h3><p style=\"text-align: start;\">The dominant stock price driver is the magnitude of Data Center revenue and the durability of gross margin in the low 70% range, which together define EPS outcomes versus consensus. China-specific commentary could sway sentiment if guidance shifts from ex‑China to partial inclusion or if previously discussed H20 routes gain traction; however, broader global demand trends remain the primary lens through which near-term beats or misses are assessed. The degree of hyperscaler capex commitment into 2026 and visibility into enterprise AI adoption will influence backward-looking valuation concerns and forward-looking earnings power. Any signals on customer concentration reduction or a widening base of sovereign AI contracts would further stabilize perceptions of revenue resilience.</p><h2 id=\"id_1768612262\">Analyst Opinions</h2><p style=\"text-align: start;\"><strong>Citi</strong></p><p style=\"text-align: start;\">Maintains a &#34;Buy&#34; rating with a price target of $220, recently opening a 30-day &#34;Upside&#34; short-term view on expectations of a &#34;beat and raise&#34; earnings report. Citi models October-quarter sales of $57 billion, above consensus estimates of approximately $55 billion, and expects January-quarter guidance of $62 billion versus Street expectations of around $61 billion. The firm highlights Nvidia’s disclosure of shipping 6 million GPUs as an indication of near-term upside. Citi has increased its FY26/27/28 EPS estimates by 2%/7%/8% to better align with revised global AI capital expenditure models, applying a 30x P/E multiple to its CY26 EPS estimate of $7.24.</p><p style=\"text-align: start;\"><strong>Wolfe Research</strong></p><p style=\"text-align: start;\">Following Nvidia’s recent disclosures at GTC, Wolfe sees &#34;clear upside&#34; to consensus numbers for CY26. The firm notes Nvidia’s indication of shipping approximately 3 million Blackwell chips to date in 2025, with line of sight to cumulative $500 billion in Blackwell and Rubin revenue (representing about 10 million GPU chips) through the end of 2026. This suggests roughly $300 billion in Blackwell and Rubin revenue in 2026 alone—approximately 20% above Wolfe’s current estimates. The analysis supports a base case of approximately $8 in CY26 EPS, putting the stock at &#34;a very reasonable 25x that earnings power.&#34; Wolfe also highlights that most incremental revenue appears to be derived from pricing, with ASPs rising more than 50% generation-over-generation from Blackwell to Rubin, which is positive for gross margins.</p><p style=\"text-align: start;\"><strong>Bank of America Securities</strong></p><p style=\"text-align: start;\">Describes Nvidia stock as &#34;compelling&#34; and &#34;priced for measured AI buildout.&#34; BofA notes that Nvidia’s disclosure of approximately $500 billion in CY25/26 data center orders suggests potential for around $8 per share in CY26 EPS. This would represent year-over-year growth of 50% in sales and 70% in EPS, yet the stock trades at &#34;essentially an undemanding 24x PE market multiple.&#34; The firm argues that despite media headlines, Nvidia stock is priced for &#34;very measured AI rollouts&#34; and considers the noise around China restrictions &#34;unhelpful but irrelevant&#34; to near and medium-term financial estimates.</p><p><em>This content is generated based on Tiger AI data and is for reference only.</em></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>Earnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength</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\">\nEarnings Preview ｜Nvidia Q3 FY2026: Consensus Points to Sustained AI Demand and Margin Strength\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2025-11-11 13:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.</p><h2 id=\"id_4228132590\">Market Forecast</h2><p style=\"text-align: start;\">For the current quarter, consensus forecasts point to total revenue around $54.78 billion (up approximately 65% year over year), EBIT near $35.84 billion (up about 64% year over year), and adjusted EPS estimated at $1.244 (up roughly 67% year over year). </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba5cb584681cc0c1dcf7debcf8415cd8\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1179\" tg-height=\"645\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: start;\">Based on Nvidia’s last report trajectory, gross profit margin is expected to remain around the low 70% range, net profit margin close to the mid‑50% range, and adjusted EPS growth led by accelerating AI infrastructure demand. The main business highlight remains the Data Center segment, which is projected to drive the majority of revenue and profit on continued hyperscaler and sovereign AI build-outs. The most promising segment is the Data Center business, with prior quarter revenue of $41.10 billion and strong year-over-year growth of about 56%, underpinned by GPU platform ramps and expanding global AI capacity.</p><h2 id=\"id_1428598777\">Last Quarter Review</h2><p style=\"text-align: start;\">In the previous quarter, Nvidia reported revenue of $46.743 billion, a gross profit margin of 72.42%, GAAP net profit attributable to the parent company of $26.422 billion, a net profit margin of 56.53%, and adjusted EPS of $1.05, with year-over-year growth near the mid‑50% range across headline metrics. One notable highlight was Nvidia exceeding revenue and EPS expectations, reflecting persistent demand for AI accelerators despite supply constraints and geographic policy uncertainties. The main business highlights showed Data Center revenue at $41.096 billion, Gaming at $4.287 billion, Professional Visualization at $601 million, Automotive at $586 million, and OEM &amp; Other at $173 million, with Data Center growth remaining the dominant driver and Gaming contributing stable double-digit billions.</p><h2 id=\"id_2434761593\">Current Quarter Outlook</h2><h3 id=\"id_2856928482\">Data Center Momentum and Revenue Mix</h3><p style=\"text-align: start;\">The Data Center business continues to set the tone for Nvidia’s quarterly outcomes, capturing close to nine-tenths of company revenue last quarter and driving the bulk of operating leverage. Hyperscalers have raised capital expenditure plans across cloud AI training and inference, translating into sustained accelerator demand that feeds both top-line expansion and healthy margin profiles. Sovereign AI initiatives and neocloud developments outside the United States have widened project pipelines, suggesting durable multi-region demand through late 2025 and into calendar 2026. While China remains a moving piece, commentary from sell-side and industry observers indicates incremental routes to access compute—directly ex‑China or via regional rentals—may blunt near-term volatility and preserve Nvidia’s shipment trajectory.</p><h3 id=\"id_1379585530\">Product Cycle and Supply Positioning</h3><p style=\"text-align: start;\">The Blackwell transition has proceeded with robust ramp dynamics, and expectations for the next-generation Rubin platform in the second half of calendar 2026 have sharpened visibility into large-scale AI buildouts. This sequencing supports elevated pricing and mix, reinforcing gross margin performance in the low 70% range, while continued software and networking attach contribute to blended margin stability. On the supply side, Nvidia’s orchestration across foundry and substrate partners has alleviated acute bottlenecks seen in prior cycles, though lead times remain sensitive to upside surprises in hyperscaler demand or sovereign procurement windows. Importantly, customer concentration—previously noted with a substantial revenue share from two customers—will be watched this quarter for diversification signals as enterprise AI adoption begins to scale beyond core cloud accounts.</p><h3 id=\"id_1972662973\">Segment Dynamics and the Role of Gaming</h3><p style=\"text-align: start;\">Gaming maintained a supportive role as a cash-generative business with established channel health, though it is less central to quarter-to-quarter surprises compared with Data Center. Channel inventories have normalized relative to earlier cycles and RTX adoption continues to advance, yet the quarter’s stock price drivers will almost entirely hinge on the quantum of data center shipments, backlog conversion, and any change in China-related guidance. Professional Visualization remains a smaller contributor but benefits from crossovers with enterprise AI visualization and simulation workflows, offering incremental tailwinds without meaningful downside risk. Automotive and OEM/Other, while individually small, provide optionality in the longer arc of edge compute and AI deployment in industry verticals.</p><h3 id=\"id_15454136\">Most Promising Business and Key Watch Items</h3><p style=\"text-align: start;\">The most promising business is Data Center, where announced and anticipated 2026 projects—combined with continuous hyperscaler capex upgrades—support a revenue trajectory that has been revised upward across multiple analysts. For this quarter, the focus will be on whether the company can meet or exceed guidance in Data Center against elevated expectations and whether shipment timing aligns with customer rollout schedules. Investors will be looking for color on AI service provider pipelines, software monetization progression, and timeline clarity around Blackwell-to-Rubin transitions, as these disclosures can reshape growth run-rate models and influence multiple expansion.</p><h3 id=\"id_2265296813\">Stock Price Drivers This Quarter</h3><p style=\"text-align: start;\">The dominant stock price driver is the magnitude of Data Center revenue and the durability of gross margin in the low 70% range, which together define EPS outcomes versus consensus. China-specific commentary could sway sentiment if guidance shifts from ex‑China to partial inclusion or if previously discussed H20 routes gain traction; however, broader global demand trends remain the primary lens through which near-term beats or misses are assessed. The degree of hyperscaler capex commitment into 2026 and visibility into enterprise AI adoption will influence backward-looking valuation concerns and forward-looking earnings power. Any signals on customer concentration reduction or a widening base of sovereign AI contracts would further stabilize perceptions of revenue resilience.</p><h2 id=\"id_1768612262\">Analyst Opinions</h2><p style=\"text-align: start;\"><strong>Citi</strong></p><p style=\"text-align: start;\">Maintains a &#34;Buy&#34; rating with a price target of $220, recently opening a 30-day &#34;Upside&#34; short-term view on expectations of a &#34;beat and raise&#34; earnings report. Citi models October-quarter sales of $57 billion, above consensus estimates of approximately $55 billion, and expects January-quarter guidance of $62 billion versus Street expectations of around $61 billion. The firm highlights Nvidia’s disclosure of shipping 6 million GPUs as an indication of near-term upside. Citi has increased its FY26/27/28 EPS estimates by 2%/7%/8% to better align with revised global AI capital expenditure models, applying a 30x P/E multiple to its CY26 EPS estimate of $7.24.</p><p style=\"text-align: start;\"><strong>Wolfe Research</strong></p><p style=\"text-align: start;\">Following Nvidia’s recent disclosures at GTC, Wolfe sees &#34;clear upside&#34; to consensus numbers for CY26. The firm notes Nvidia’s indication of shipping approximately 3 million Blackwell chips to date in 2025, with line of sight to cumulative $500 billion in Blackwell and Rubin revenue (representing about 10 million GPU chips) through the end of 2026. This suggests roughly $300 billion in Blackwell and Rubin revenue in 2026 alone—approximately 20% above Wolfe’s current estimates. The analysis supports a base case of approximately $8 in CY26 EPS, putting the stock at &#34;a very reasonable 25x that earnings power.&#34; Wolfe also highlights that most incremental revenue appears to be derived from pricing, with ASPs rising more than 50% generation-over-generation from Blackwell to Rubin, which is positive for gross margins.</p><p style=\"text-align: start;\"><strong>Bank of America Securities</strong></p><p style=\"text-align: start;\">Describes Nvidia stock as &#34;compelling&#34; and &#34;priced for measured AI buildout.&#34; BofA notes that Nvidia’s disclosure of approximately $500 billion in CY25/26 data center orders suggests potential for around $8 per share in CY26 EPS. This would represent year-over-year growth of 50% in sales and 70% in EPS, yet the stock trades at &#34;essentially an undemanding 24x PE market multiple.&#34; The firm argues that despite media headlines, Nvidia stock is priced for &#34;very measured AI rollouts&#34; and considers the noise around China restrictions &#34;unhelpful but irrelevant&#34; to near and medium-term financial estimates.</p><p><em>This content is generated based on Tiger AI data and is for reference only.</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119735882","content_text":"Nvidia will release its Q3 FY2026 results after market close on November 19, 2025.Market ForecastFor the current quarter, consensus forecasts point to total revenue around $54.78 billion (up approximately 65% year over year), EBIT near $35.84 billion (up about 64% year over year), and adjusted EPS estimated at $1.244 (up roughly 67% year over year). Source: Tiger Trade AppBased on Nvidia’s last report trajectory, gross profit margin is expected to remain around the low 70% range, net profit margin close to the mid‑50% range, and adjusted EPS growth led by accelerating AI infrastructure demand. The main business highlight remains the Data Center segment, which is projected to drive the majority of revenue and profit on continued hyperscaler and sovereign AI build-outs. The most promising segment is the Data Center business, with prior quarter revenue of $41.10 billion and strong year-over-year growth of about 56%, underpinned by GPU platform ramps and expanding global AI capacity.Last Quarter ReviewIn the previous quarter, Nvidia reported revenue of $46.743 billion, a gross profit margin of 72.42%, GAAP net profit attributable to the parent company of $26.422 billion, a net profit margin of 56.53%, and adjusted EPS of $1.05, with year-over-year growth near the mid‑50% range across headline metrics. One notable highlight was Nvidia exceeding revenue and EPS expectations, reflecting persistent demand for AI accelerators despite supply constraints and geographic policy uncertainties. The main business highlights showed Data Center revenue at $41.096 billion, Gaming at $4.287 billion, Professional Visualization at $601 million, Automotive at $586 million, and OEM & Other at $173 million, with Data Center growth remaining the dominant driver and Gaming contributing stable double-digit billions.Current Quarter OutlookData Center Momentum and Revenue MixThe Data Center business continues to set the tone for Nvidia’s quarterly outcomes, capturing close to nine-tenths of company revenue last quarter and driving the bulk of operating leverage. Hyperscalers have raised capital expenditure plans across cloud AI training and inference, translating into sustained accelerator demand that feeds both top-line expansion and healthy margin profiles. Sovereign AI initiatives and neocloud developments outside the United States have widened project pipelines, suggesting durable multi-region demand through late 2025 and into calendar 2026. While China remains a moving piece, commentary from sell-side and industry observers indicates incremental routes to access compute—directly ex‑China or via regional rentals—may blunt near-term volatility and preserve Nvidia’s shipment trajectory.Product Cycle and Supply PositioningThe Blackwell transition has proceeded with robust ramp dynamics, and expectations for the next-generation Rubin platform in the second half of calendar 2026 have sharpened visibility into large-scale AI buildouts. This sequencing supports elevated pricing and mix, reinforcing gross margin performance in the low 70% range, while continued software and networking attach contribute to blended margin stability. On the supply side, Nvidia’s orchestration across foundry and substrate partners has alleviated acute bottlenecks seen in prior cycles, though lead times remain sensitive to upside surprises in hyperscaler demand or sovereign procurement windows. Importantly, customer concentration—previously noted with a substantial revenue share from two customers—will be watched this quarter for diversification signals as enterprise AI adoption begins to scale beyond core cloud accounts.Segment Dynamics and the Role of GamingGaming maintained a supportive role as a cash-generative business with established channel health, though it is less central to quarter-to-quarter surprises compared with Data Center. Channel inventories have normalized relative to earlier cycles and RTX adoption continues to advance, yet the quarter’s stock price drivers will almost entirely hinge on the quantum of data center shipments, backlog conversion, and any change in China-related guidance. Professional Visualization remains a smaller contributor but benefits from crossovers with enterprise AI visualization and simulation workflows, offering incremental tailwinds without meaningful downside risk. Automotive and OEM/Other, while individually small, provide optionality in the longer arc of edge compute and AI deployment in industry verticals.Most Promising Business and Key Watch ItemsThe most promising business is Data Center, where announced and anticipated 2026 projects—combined with continuous hyperscaler capex upgrades—support a revenue trajectory that has been revised upward across multiple analysts. For this quarter, the focus will be on whether the company can meet or exceed guidance in Data Center against elevated expectations and whether shipment timing aligns with customer rollout schedules. Investors will be looking for color on AI service provider pipelines, software monetization progression, and timeline clarity around Blackwell-to-Rubin transitions, as these disclosures can reshape growth run-rate models and influence multiple expansion.Stock Price Drivers This QuarterThe dominant stock price driver is the magnitude of Data Center revenue and the durability of gross margin in the low 70% range, which together define EPS outcomes versus consensus. China-specific commentary could sway sentiment if guidance shifts from ex‑China to partial inclusion or if previously discussed H20 routes gain traction; however, broader global demand trends remain the primary lens through which near-term beats or misses are assessed. The degree of hyperscaler capex commitment into 2026 and visibility into enterprise AI adoption will influence backward-looking valuation concerns and forward-looking earnings power. Any signals on customer concentration reduction or a widening base of sovereign AI contracts would further stabilize perceptions of revenue resilience.Analyst OpinionsCitiMaintains a \"Buy\" rating with a price target of $220, recently opening a 30-day \"Upside\" short-term view on expectations of a \"beat and raise\" earnings report. Citi models October-quarter sales of $57 billion, above consensus estimates of approximately $55 billion, and expects January-quarter guidance of $62 billion versus Street expectations of around $61 billion. The firm highlights Nvidia’s disclosure of shipping 6 million GPUs as an indication of near-term upside. Citi has increased its FY26/27/28 EPS estimates by 2%/7%/8% to better align with revised global AI capital expenditure models, applying a 30x P/E multiple to its CY26 EPS estimate of $7.24.Wolfe ResearchFollowing Nvidia’s recent disclosures at GTC, Wolfe sees \"clear upside\" to consensus numbers for CY26. The firm notes Nvidia’s indication of shipping approximately 3 million Blackwell chips to date in 2025, with line of sight to cumulative $500 billion in Blackwell and Rubin revenue (representing about 10 million GPU chips) through the end of 2026. This suggests roughly $300 billion in Blackwell and Rubin revenue in 2026 alone—approximately 20% above Wolfe’s current estimates. The analysis supports a base case of approximately $8 in CY26 EPS, putting the stock at \"a very reasonable 25x that earnings power.\" Wolfe also highlights that most incremental revenue appears to be derived from pricing, with ASPs rising more than 50% generation-over-generation from Blackwell to Rubin, which is positive for gross margins.Bank of America SecuritiesDescribes Nvidia stock as \"compelling\" and \"priced for measured AI buildout.\" BofA notes that Nvidia’s disclosure of approximately $500 billion in CY25/26 data center orders suggests potential for around $8 per share in CY26 EPS. This would represent year-over-year growth of 50% in sales and 70% in EPS, yet the stock trades at \"essentially an undemanding 24x PE market multiple.\" The firm argues that despite media headlines, Nvidia stock is priced for \"very measured AI rollouts\" and considers the noise around China restrictions \"unhelpful but irrelevant\" to near and medium-term financial estimates.This content is generated based on Tiger AI data and is for reference only.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501490113901440,"gmtCreate":1763443675310,"gmtModify":1763444581302,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Watch out&nbsp;","listText":"Watch out&nbsp;","text":"Watch out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501490113901440","repostId":"2584600452","repostType":4,"repost":{"id":"2584600452","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1763440011,"share":"https://ttm.financial/m/news/2584600452?lang=en_US&edition=fundamental","pubTime":"2025-11-18 12:26","market":"nz","language":"en","title":"New Zealand Shares Fall, Tracking Wall Street Losses; Synlait Milk Appoints Chief Revenue Officer","url":"https://stock-news.laohu8.com/highlight/detail?id=2584600452","media":"MT Newswires Live","summary":"New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.The S&P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.On Monday, the S&P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.Markets await important company earnings from the US this week, including Nvidia, Home Depot, and Walmart.In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.In corporate news, Synlait Milk  appointed Hamish Yates as chief revenue officer, effective December.Contact Energy  said retail mass market electricity sales and gas sales both grew year over year in October.","content":"<html><head></head><body><p>New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.</p><p>The S&amp;P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.</p><p>On Monday, the S&amp;P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.</p><p>Markets await important company earnings from the US this week, including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Home Depot, and Walmart.</p><p>In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.</p><p>In corporate news, Synlait Milk( (NZE:SML, ASX:SM1) appointed Hamish Yates as chief revenue officer, effective December.</p><p>Contact Energy (NZE:CEN, ASX:CEN) said retail mass market electricity sales and gas sales both grew year over year in October.</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>New Zealand Shares Fall, Tracking Wall Street Losses; Synlait Milk Appoints Chief Revenue Officer</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\">\nNew Zealand Shares Fall, Tracking Wall Street Losses; Synlait Milk Appoints Chief Revenue Officer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-11-18 12:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.</p><p>The S&amp;P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.</p><p>On Monday, the S&amp;P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.</p><p>Markets await important company earnings from the US this week, including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Home Depot, and Walmart.</p><p>In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.</p><p>In corporate news, Synlait Milk( (NZE:SML, ASX:SM1) appointed Hamish Yates as chief revenue officer, effective December.</p><p>Contact Energy (NZE:CEN, ASX:CEN) said retail mass market electricity sales and gas sales both grew year over year in October.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SML.NZ":"Synlait Milk Limited Ordinary Shares","NZ50G.NZ":"S&P/NZX 50","T10G.NZ":"S&P/NZX 10","NZ20C.NZ":"S&P/NZX 20"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584600452","content_text":"New Zealand shares fell on Tuesday as most Asian markets saw losses following a Monday session of selloff on Wall Street.The S&P/NZX 50 Index fell almost 1.2% or 156.22 points to close at 13,342.82.On Monday, the S&P 500 ended 0.9% lower, while the Nasdaq Composite fell 0.8%, and the Dow Jones declined 1.2%.Markets await important company earnings from the US this week, including Nvidia, Home Depot, and Walmart.In domestic news, the Reserve Bank of New Zealand said that mean business expectations for annual CPI inflation declined across all time horizons as mean one-year-ahead annual inflation expectations decreased from 2.5% to 2.4%.In corporate news, Synlait Milk( (NZE:SML, ASX:SM1) appointed Hamish Yates as chief revenue officer, effective December.Contact Energy (NZE:CEN, ASX:CEN) said retail mass market electricity sales and gas sales both grew year over year in October.","news_type":1,"symbols_score_info":{"T10G.NZ":1.5,"NZ20C.NZ":1.5,"NZ50G.NZ":1.5,"SML.NZ":1.5}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501485843141272,"gmtCreate":1763442602251,"gmtModify":1763444578820,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Check it","listText":"Check it","text":"Check it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501485843141272","repostId":"2584643726","repostType":2,"repost":{"id":"2584643726","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1763368894,"share":"https://ttm.financial/m/news/2584643726?lang=en_US&edition=fundamental","pubTime":"2025-11-17 16:41","market":"nz","language":"en","title":"Bitcoin's 2025 Gains Erased: Who Ended the BTC Bull Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=2584643726","media":"TradingKey","summary":"TradingKey - After slumping below $93,500, 2025 Bitcoin price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.","content":"<html><body><p dir=\"ltr\"><span>TradingKey - After slumping below $93,500, 2025 </span><span>Bitcoin</span><span> price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.</span></p><p dir=\"ltr\"><span>On Sunday, November 16, Eastern Time, Bitcoin's price tumbled below the $94,000 mark, falling to its lowest level since the end of last year. As of Monday, Bitcoin staged a slight rebound above $95,000, yet market panic shows no sign of dissipating.</span></p><p dir=\"ltr\"><img height=\"319\" src=\"https://resource.tradingkey.com/uploads/20251117/bitcoin-price-btc-news-tradingkey-291d5fedbee44b78a89a5eaaac3821da.jpg\" width=\"774\"/></p><p dir=\"ltr\"><span>Bitcoin Price Chart 2025, Source: TradingKey</span></p><p dir=\"ltr\"><span>According to Alternative.me, the Crypto Fear &amp; Greed Index remained in the \"extreme fear\" zone at 10 points for two consecutive days over the weekend, matching its year-to-date low recorded in February.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's High Beta Nature Amplified</strong></b></h2><p dir=\"ltr\"><span>Since late October, the S&amp;P 500, Nasdaq, and cryptocurrency markets have generally weakened. <a href=\"https://laohu8.com/S/LQDT\">Liquidity</a> concerns in the financial system during the U.S. government shutdown, wavering Federal Reserve interest rate cut prospects, and AI valuation bubbles have prompted investors to embrace a \"risk-off mode.\"</span></p><p dir=\"ltr\"><span>However, compared to the U.S. stock market's choppy performance amidst macroeconomic uncertainty, Bitcoin's persistent sluggishness has surprised industry analysts. </span></p><p dir=\"ltr\"><span>Goldman Sachs observed a distorted asymmetry between Bitcoin and the Nasdaq 100 Index: </span><b><strong>Bitcoin tends to see smaller gains when the Nasdaq rises, but larger declines when it falls.</strong></b></p><p dir=\"ltr\"><span>Analysis indicates that </span><b><strong>changes in liquidity structure have exacerbated the asymmetric performance of Bitcoin, </strong></b><span>a cryptocurrency known for its high beta and narrative-driven premium. </span></p><p dir=\"ltr\"><span>Peaking stablecoin issuance, decelerating ETF inflows, and exchange market depth that has not yet recovered to early last year's levels highlight the increased fragility of crypto market liquidity.</span></p><h2 dir=\"ltr\"><b><strong>Macro Liquidity: The True Arbitrator of Bitcoin's Trajectory?</strong></b></h2><p dir=\"ltr\"><span>Industry insiders suggest that Bitcoin's price pullback lacks a clear trigger. </span><b><strong>If one \"culprit\" must be singled out, it is likely the weakening of macro liquidity.</strong></b></p><p dir=\"ltr\"><span>Nansen analysis attributes this round of Bitcoin sell-off to a combination of long-term holder profit-taking, institutional capital outflows, macroeconomic uncertainty, and leveraged long liquidations. Evidently, after an extended period of sideways consolidation, the market has temporarily opted for a downward trajectory.</span></p><p dir=\"ltr\"><span>Jake Kennis, an analyst at Nansen, stated that </span><b><strong>Bitcoin trades more like a macro asset embedded in institutional portfolios, responding primarily to liquidity, policy, and dollar dynamics, </strong></b><span>rather than exhibiting predictable supply shocks akin to its four-year halving cycle.</span></p><p dir=\"ltr\"><span>The \"Bitcoin halving cycle\" has so far seen four rounds in November 2012, July 2016, May 2020, and April 2024. In each instance, Bitcoin's price typically reached new highs more than a year after the halving before entering a bear market correction. </span></p><p dir=\"ltr\"><span>With 18 months having passed since the 2024 halving event, there is an established expectation for a price decline towards the end of the halving cycle, although the demand influx from ETFs is shifting perceptions of the halving's impact.</span></p><p dir=\"ltr\"><span>Crypto market maker Caladan noted that Bitcoin bull markets in 2017 and 2021 were not solely driven by prior halving events but stemmed from a more powerful and fundamental force: global liquidity. With the end of the U.S. government shutdown, this driving force may re-emerge.</span></p><p dir=\"ltr\"><span>MHC Digital Group believes that Treasury yield spreads, the repo market, and other funding indicators are signaling warnings akin to late 2018 to 2019, with high-sensitivity asset Bitcoin already adjusting ahead of traditional markets. </span><b><strong>This pullback reflects tightening funding conditions and shifting interest rate expectations, rather than a breakdown in cryptocurrency fundamentals.</strong></b></p><p dir=\"ltr\"><span>The firm anticipates that cryptocurrencies will be among the first to rebound once liquidity conditions reverse, similar to every significant intervention over the past decade.</span></p><p dir=\"ltr\"><span>BlackRock cautioned that following the government reopening, investors are raising more questions about the next catalyst for the near-term outlook and market direction, given the uncertainty surrounding how much economic data will be released by the government in the coming weeks.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's Death Cross: A Glimmer of a Price Bottom?</strong></b></h2><p dir=\"ltr\"><span>Bitcoin's sustained price decline has seen it drop 25% from its October peak, now forming a \"death cross\" — a bearish technical signal where the 50-day moving average falls below the 200-day moving average. This marks the fourth such cross since the beginning of the 2023 cycle.</span></p><p dir=\"ltr\"><span>Historically, while typically indicating weakening short-term momentum in a long-term trend, </span><b><strong>the death cross has paradoxically served as a crucial signal for Bitcoin reaching a temporary bottom in previous instances.</strong></b></p><p dir=\"ltr\"><span>Analysts believe this week will be critical for Bitcoin to achieve a breakout, requiring a significant rebound to maintain cyclical integrity. Should the rebound fail, Bitcoin's price may retest lower levels before resuming its ascent to challenge the 200-day moving average.</span></p><p dir=\"ltr\"><span>Crypto veterans indicate that $100,000 is a pivotal level for many early Bitcoin holders, serving as their benchmark to sell a portion of their holdings. To reach Standard Chartered Bank's proclaimed year-end target of $200,000, Bitcoin would need to more than double from current levels.</span></p><p dir=\"ltr\"><b><strong>The key question now is whether Bitcoin's liquidity narrative and its tendency to rebound after a death cross can re-emerge, especially as its price continued to fall 10% even after the government reopened.</strong></b></p><p>Find out more</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>Bitcoin's 2025 Gains Erased: Who Ended the BTC Bull Market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin's 2025 Gains Erased: Who Ended the BTC Bull Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-11-17 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>TradingKey - After slumping below $93,500, 2025 </span><span>Bitcoin</span><span> price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.</span></p><p dir=\"ltr\"><span>On Sunday, November 16, Eastern Time, Bitcoin's price tumbled below the $94,000 mark, falling to its lowest level since the end of last year. As of Monday, Bitcoin staged a slight rebound above $95,000, yet market panic shows no sign of dissipating.</span></p><p dir=\"ltr\"><img height=\"319\" src=\"https://resource.tradingkey.com/uploads/20251117/bitcoin-price-btc-news-tradingkey-291d5fedbee44b78a89a5eaaac3821da.jpg\" width=\"774\"/></p><p dir=\"ltr\"><span>Bitcoin Price Chart 2025, Source: TradingKey</span></p><p dir=\"ltr\"><span>According to Alternative.me, the Crypto Fear &amp; Greed Index remained in the \"extreme fear\" zone at 10 points for two consecutive days over the weekend, matching its year-to-date low recorded in February.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's High Beta Nature Amplified</strong></b></h2><p dir=\"ltr\"><span>Since late October, the S&amp;P 500, Nasdaq, and cryptocurrency markets have generally weakened. <a href=\"https://laohu8.com/S/LQDT\">Liquidity</a> concerns in the financial system during the U.S. government shutdown, wavering Federal Reserve interest rate cut prospects, and AI valuation bubbles have prompted investors to embrace a \"risk-off mode.\"</span></p><p dir=\"ltr\"><span>However, compared to the U.S. stock market's choppy performance amidst macroeconomic uncertainty, Bitcoin's persistent sluggishness has surprised industry analysts. </span></p><p dir=\"ltr\"><span>Goldman Sachs observed a distorted asymmetry between Bitcoin and the Nasdaq 100 Index: </span><b><strong>Bitcoin tends to see smaller gains when the Nasdaq rises, but larger declines when it falls.</strong></b></p><p dir=\"ltr\"><span>Analysis indicates that </span><b><strong>changes in liquidity structure have exacerbated the asymmetric performance of Bitcoin, </strong></b><span>a cryptocurrency known for its high beta and narrative-driven premium. </span></p><p dir=\"ltr\"><span>Peaking stablecoin issuance, decelerating ETF inflows, and exchange market depth that has not yet recovered to early last year's levels highlight the increased fragility of crypto market liquidity.</span></p><h2 dir=\"ltr\"><b><strong>Macro Liquidity: The True Arbitrator of Bitcoin's Trajectory?</strong></b></h2><p dir=\"ltr\"><span>Industry insiders suggest that Bitcoin's price pullback lacks a clear trigger. </span><b><strong>If one \"culprit\" must be singled out, it is likely the weakening of macro liquidity.</strong></b></p><p dir=\"ltr\"><span>Nansen analysis attributes this round of Bitcoin sell-off to a combination of long-term holder profit-taking, institutional capital outflows, macroeconomic uncertainty, and leveraged long liquidations. Evidently, after an extended period of sideways consolidation, the market has temporarily opted for a downward trajectory.</span></p><p dir=\"ltr\"><span>Jake Kennis, an analyst at Nansen, stated that </span><b><strong>Bitcoin trades more like a macro asset embedded in institutional portfolios, responding primarily to liquidity, policy, and dollar dynamics, </strong></b><span>rather than exhibiting predictable supply shocks akin to its four-year halving cycle.</span></p><p dir=\"ltr\"><span>The \"Bitcoin halving cycle\" has so far seen four rounds in November 2012, July 2016, May 2020, and April 2024. In each instance, Bitcoin's price typically reached new highs more than a year after the halving before entering a bear market correction. </span></p><p dir=\"ltr\"><span>With 18 months having passed since the 2024 halving event, there is an established expectation for a price decline towards the end of the halving cycle, although the demand influx from ETFs is shifting perceptions of the halving's impact.</span></p><p dir=\"ltr\"><span>Crypto market maker Caladan noted that Bitcoin bull markets in 2017 and 2021 were not solely driven by prior halving events but stemmed from a more powerful and fundamental force: global liquidity. With the end of the U.S. government shutdown, this driving force may re-emerge.</span></p><p dir=\"ltr\"><span>MHC Digital Group believes that Treasury yield spreads, the repo market, and other funding indicators are signaling warnings akin to late 2018 to 2019, with high-sensitivity asset Bitcoin already adjusting ahead of traditional markets. </span><b><strong>This pullback reflects tightening funding conditions and shifting interest rate expectations, rather than a breakdown in cryptocurrency fundamentals.</strong></b></p><p dir=\"ltr\"><span>The firm anticipates that cryptocurrencies will be among the first to rebound once liquidity conditions reverse, similar to every significant intervention over the past decade.</span></p><p dir=\"ltr\"><span>BlackRock cautioned that following the government reopening, investors are raising more questions about the next catalyst for the near-term outlook and market direction, given the uncertainty surrounding how much economic data will be released by the government in the coming weeks.</span></p><h2 dir=\"ltr\"><b><strong>Bitcoin's Death Cross: A Glimmer of a Price Bottom?</strong></b></h2><p dir=\"ltr\"><span>Bitcoin's sustained price decline has seen it drop 25% from its October peak, now forming a \"death cross\" — a bearish technical signal where the 50-day moving average falls below the 200-day moving average. This marks the fourth such cross since the beginning of the 2023 cycle.</span></p><p dir=\"ltr\"><span>Historically, while typically indicating weakening short-term momentum in a long-term trend, </span><b><strong>the death cross has paradoxically served as a crucial signal for Bitcoin reaching a temporary bottom in previous instances.</strong></b></p><p dir=\"ltr\"><span>Analysts believe this week will be critical for Bitcoin to achieve a breakout, requiring a significant rebound to maintain cyclical integrity. Should the rebound fail, Bitcoin's price may retest lower levels before resuming its ascent to challenge the 200-day moving average.</span></p><p dir=\"ltr\"><span>Crypto veterans indicate that $100,000 is a pivotal level for many early Bitcoin holders, serving as their benchmark to sell a portion of their holdings. To reach Standard Chartered Bank's proclaimed year-end target of $200,000, Bitcoin would need to more than double from current levels.</span></p><p dir=\"ltr\"><b><strong>The key question now is whether Bitcoin's liquidity narrative and its tendency to rebound after a death cross can re-emerge, especially as its price continued to fall 10% even after the government reopened.</strong></b></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240422/a055367af3f5623a7dd2c0954cd81c75.jpg","relate_stocks":{"83042":"华夏比特币-R","IBIT":"比特币ETF-iShares","03439":"嘉实比特币","09439":"嘉实比特币-U","BK4588":"碎股","BTC":"Grayscale Bitcoin Mini Trust","09042":"华夏比特币-U","BK4585":"ETF&股票定投概念","03008":"博时比特币","BK4594":"比特币ETF概念","03042":"华夏比特币ETF","09008":"博时比特币-U","BK1611":"加密货币现货ETF","BK4601":"加密货币现货ETF"},"source_url":"https://www.tradingkey.com/analysis/cryptocurrencies/btc/251310291-why-2025-bitcoin-price-year-gain-erase-liquidity-death-cross-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584643726","content_text":"TradingKey - After slumping below $93,500, 2025 Bitcoin price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.On Sunday, November 16, Eastern Time, Bitcoin's price tumbled below the $94,000 mark, falling to its lowest level since the end of last year. As of Monday, Bitcoin staged a slight rebound above $95,000, yet market panic shows no sign of dissipating.Bitcoin Price Chart 2025, Source: TradingKeyAccording to Alternative.me, the Crypto Fear & Greed Index remained in the \"extreme fear\" zone at 10 points for two consecutive days over the weekend, matching its year-to-date low recorded in February.Bitcoin's High Beta Nature AmplifiedSince late October, the S&P 500, Nasdaq, and cryptocurrency markets have generally weakened. Liquidity concerns in the financial system during the U.S. government shutdown, wavering Federal Reserve interest rate cut prospects, and AI valuation bubbles have prompted investors to embrace a \"risk-off mode.\"However, compared to the U.S. stock market's choppy performance amidst macroeconomic uncertainty, Bitcoin's persistent sluggishness has surprised industry analysts. Goldman Sachs observed a distorted asymmetry between Bitcoin and the Nasdaq 100 Index: Bitcoin tends to see smaller gains when the Nasdaq rises, but larger declines when it falls.Analysis indicates that changes in liquidity structure have exacerbated the asymmetric performance of Bitcoin, a cryptocurrency known for its high beta and narrative-driven premium. Peaking stablecoin issuance, decelerating ETF inflows, and exchange market depth that has not yet recovered to early last year's levels highlight the increased fragility of crypto market liquidity.Macro Liquidity: The True Arbitrator of Bitcoin's Trajectory?Industry insiders suggest that Bitcoin's price pullback lacks a clear trigger. If one \"culprit\" must be singled out, it is likely the weakening of macro liquidity.Nansen analysis attributes this round of Bitcoin sell-off to a combination of long-term holder profit-taking, institutional capital outflows, macroeconomic uncertainty, and leveraged long liquidations. Evidently, after an extended period of sideways consolidation, the market has temporarily opted for a downward trajectory.Jake Kennis, an analyst at Nansen, stated that Bitcoin trades more like a macro asset embedded in institutional portfolios, responding primarily to liquidity, policy, and dollar dynamics, rather than exhibiting predictable supply shocks akin to its four-year halving cycle.The \"Bitcoin halving cycle\" has so far seen four rounds in November 2012, July 2016, May 2020, and April 2024. In each instance, Bitcoin's price typically reached new highs more than a year after the halving before entering a bear market correction. With 18 months having passed since the 2024 halving event, there is an established expectation for a price decline towards the end of the halving cycle, although the demand influx from ETFs is shifting perceptions of the halving's impact.Crypto market maker Caladan noted that Bitcoin bull markets in 2017 and 2021 were not solely driven by prior halving events but stemmed from a more powerful and fundamental force: global liquidity. With the end of the U.S. government shutdown, this driving force may re-emerge.MHC Digital Group believes that Treasury yield spreads, the repo market, and other funding indicators are signaling warnings akin to late 2018 to 2019, with high-sensitivity asset Bitcoin already adjusting ahead of traditional markets. This pullback reflects tightening funding conditions and shifting interest rate expectations, rather than a breakdown in cryptocurrency fundamentals.The firm anticipates that cryptocurrencies will be among the first to rebound once liquidity conditions reverse, similar to every significant intervention over the past decade.BlackRock cautioned that following the government reopening, investors are raising more questions about the next catalyst for the near-term outlook and market direction, given the uncertainty surrounding how much economic data will be released by the government in the coming weeks.Bitcoin's Death Cross: A Glimmer of a Price Bottom?Bitcoin's sustained price decline has seen it drop 25% from its October peak, now forming a \"death cross\" — a bearish technical signal where the 50-day moving average falls below the 200-day moving average. This marks the fourth such cross since the beginning of the 2023 cycle.Historically, while typically indicating weakening short-term momentum in a long-term trend, the death cross has paradoxically served as a crucial signal for Bitcoin reaching a temporary bottom in previous instances.Analysts believe this week will be critical for Bitcoin to achieve a breakout, requiring a significant rebound to maintain cyclical integrity. Should the rebound fail, Bitcoin's price may retest lower levels before resuming its ascent to challenge the 200-day moving average.Crypto veterans indicate that $100,000 is a pivotal level for many early Bitcoin holders, serving as their benchmark to sell a portion of their holdings. To reach Standard Chartered Bank's proclaimed year-end target of $200,000, Bitcoin would need to more than double from current levels.The key question now is whether Bitcoin's liquidity narrative and its tendency to rebound after a death cross can re-emerge, especially as its price continued to fall 10% even after the government reopened.Find out more","news_type":1,"symbols_score_info":{"83042":0.6,"09042":1.5,"09439":1.5,"NQmain":0.6,"03042":1.5,"03008":0.9,"IBIT":1.5,"BTC":1.5,"09008":1.5,"03439":0.9,"MBTmain":1.5,"XBTmain":1.5}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501303360143912,"gmtCreate":1763430318048,"gmtModify":1763431657432,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Check it out now","listText":"Check it out now","text":"Check it out now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501303360143912","repostId":"310850183622848","repostType":1,"repost":{"id":310850183622848,"gmtCreate":1716896778385,"gmtModify":1716896815022,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Is Auto-Invest a Viable Strategy to Invest in US Stocks?","htmlText":"As graduation season approaches, many new graduates are beginning to learn how to manage their finances independently. One straightforward investment strategy that stands out is auto-investing, especially in US stocks. Ramit Sethi, a self-made millionaire in his 30s and the host of Netflix's <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a>&nbsp;reality show \"How to Get Rich,\" offers valuable advice to fresh graduates: invest 10% of your annual salary consistently. Over time, this approach can lead to significant wealth accumulation. The Simplicity of Auto-Investing Auto-investing is a method where a fixed amount of money is regularly invested into a specific investment vehicle, such as a low-cost index fund. According to Sethi, index funds, which track market indices like t","listText":"As graduation season approaches, many new graduates are beginning to learn how to manage their finances independently. One straightforward investment strategy that stands out is auto-investing, especially in US stocks. Ramit Sethi, a self-made millionaire in his 30s and the host of Netflix's <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a>&nbsp;reality show \"How to Get Rich,\" offers valuable advice to fresh graduates: invest 10% of your annual salary consistently. Over time, this approach can lead to significant wealth accumulation. The Simplicity of Auto-Investing Auto-investing is a method where a fixed amount of money is regularly invested into a specific investment vehicle, such as a low-cost index fund. According to Sethi, index funds, which track market indices like t","text":"As graduation season approaches, many new graduates are beginning to learn how to manage their finances independently. One straightforward investment strategy that stands out is auto-investing, especially in US stocks. Ramit Sethi, a self-made millionaire in his 30s and the host of Netflix's $Netflix(NFLX)$ reality show \"How to Get Rich,\" offers valuable advice to fresh graduates: invest 10% of your annual salary consistently. Over time, this approach can lead to significant wealth accumulation. The Simplicity of Auto-Investing Auto-investing is a method where a fixed amount of money is regularly invested into a specific investment vehicle, such as a low-cost index fund. According to Sethi, index funds, which track market indices like t","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310850183622848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501303004709696,"gmtCreate":1763430252639,"gmtModify":1763431657385,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Join today&nbsp;","listText":"Join today&nbsp;","text":"Join today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501303004709696","repostId":"20230228080131485","repostType":13,"repost":{"supObjectId":"C20230228075741578","supType":16,"sup_object_id":"C20230228075741578","sup_type":"C20230228075741578"},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503408021049808,"gmtCreate":1763910967389,"gmtModify":1763910970831,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503408021049808","repostId":"9081561947","repostType":1,"repost":{"id":9081561947,"gmtCreate":1650254004197,"gmtModify":1740631677875,"author":{"id":"3562804614994746","authorId":"3562804614994746","name":"TigerFeatures","avatar":"https://static.tigerbbs.com/5a8e4414a77df621346870c2f7e7cab7","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562804614994746","idStr":"3562804614994746"},"themes":[],"title":"【Valuation Analysis】Description","htmlText":"\"Valuation Analysis\" selects relative valuation indicators \"price-earnings ratio, price-to-book ratio, and price-to-sales ratio\", observes the change and location of the valuation of the target itself over some time, and compares it with the valuation of the industry in which the target is located. Get the current valuation status of the target and provide a reference for investors.In addition, Tiger also provides an additional characteristic valuation metric - the forecast price/earnings ratio. 1.Characteristic valuation indicators - Forecast price/earnings ratio The predicted price-to-earnings ratio plays an important role in investment decision-making and market analysis, providing investors with multiple reference points to assist them in making reasonable investment decisions. Predict","listText":"\"Valuation Analysis\" selects relative valuation indicators \"price-earnings ratio, price-to-book ratio, and price-to-sales ratio\", observes the change and location of the valuation of the target itself over some time, and compares it with the valuation of the industry in which the target is located. Get the current valuation status of the target and provide a reference for investors.In addition, Tiger also provides an additional characteristic valuation metric - the forecast price/earnings ratio. 1.Characteristic valuation indicators - Forecast price/earnings ratio The predicted price-to-earnings ratio plays an important role in investment decision-making and market analysis, providing investors with multiple reference points to assist them in making reasonable investment decisions. Predict","text":"\"Valuation Analysis\" selects relative valuation indicators \"price-earnings ratio, price-to-book ratio, and price-to-sales ratio\", observes the change and location of the valuation of the target itself over some time, and compares it with the valuation of the industry in which the target is located. Get the current valuation status of the target and provide a reference for investors.In addition, Tiger also provides an additional characteristic valuation metric - the forecast price/earnings ratio. 1.Characteristic valuation indicators - Forecast price/earnings ratio The predicted price-to-earnings ratio plays an important role in investment decision-making and market analysis, providing investors with multiple reference points to assist them in making reasonable investment decisions. Predict","images":[{"img":"https://community-static.tradeup.com/news/cb02fce1ae968c1efc5449da7d0b16c7","width":"1290","height":"2796"},{"img":"https://community-static.tradeup.com/news/18444461477c26d7330a747b69bf8d64","width":"830","height":"1154"},{"img":"https://community-static.tradeup.com/news/1dd43ec95c2fa801a7b12b204dc5144b","width":"668","height":"930"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081561947","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503402531697192,"gmtCreate":1763909517693,"gmtModify":1763909520771,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; #Top-Down","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; #Top-Down","text":"$Tiger Brokers(TIGR)$ #Top-Down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503402531697192","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503401910051768,"gmtCreate":1763909480249,"gmtModify":1763909483123,"author":{"id":"4218045854816052","authorId":"4218045854816052","name":"LUVZ","avatar":"https://community-static.tradeup.com/news/f484b6f92ddca4c685cb6ea1b480f8c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218045854816052","idStr":"4218045854816052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503401910051768","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}