Nvidia: Crypto Pullback Will Be Offset by Gaming Demand

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Nvidia: Crypto Pullback Will Be Offset by Gaming Demand

TipRanks2021-06-09

Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...

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Comment（16）

Suba
·2021-06-09
Nice then
Reply
1
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ponyinvestor
·2021-06-09
Is this a problem?
Reply
8
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- RoronoaZH:
  Ok
  2021-06-09
  Reply
  Report
- orangey:
  hmm
  2021-06-09
  Reply
  Report
kg87
·2021-06-09
Nice
Reply
1
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Shindokai
·2021-06-09
No different since crypto will bounce back again
Reply
1
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爱喝水的小猫猫
·2021-06-09
Diversify
Reply
4
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Blading23
·2021-06-09
Nice read
Reply
3
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Fold Replies
- Blading23:
  comment
  2021-06-09
  Reply
  Report
JasonTan00
·2021-06-09
nice.
Reply
4
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sw3
·2021-06-09
Okokok
Reply
3
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KTC
·2021-06-09
NVDA today ex date
Reply
5
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Fold Replies
- Shindokai:
  Well
  2021-06-09
  Reply
  Report
- bulbul:
  K
  2021-06-09
  Reply
  Report
- FSYE:
  k
  2021-06-09
  Reply
  Report
VL505
·2021-06-09
Yeah! NVDA?
Reply
4
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KWHChye
·2021-06-09
Not sure if it will dip again since at ATH
Reply
Like
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到月球
·2021-06-09
?
Reply
2
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Sagi08
·2021-06-09
Like n comment
Reply
5
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Fold Replies
- KWHChye:
  Yes boss
  2021-06-09
  Reply
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- IZLIN:
  roger that!
  2021-06-09
  Reply
  Report
Ash1285
·2021-06-09
Pla like and comment thanks
Reply
6
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- Ash1285:
  Thanks
  2021-06-10
  Reply
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- Ash1285:
  Thanks
  2021-06-10
  Reply
  Report
- sw3:
  yeah ok
  2021-06-09
  Reply
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1Man2Stonks
·2021-06-09
Yeah nvda to the moon
Reply
4
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- 1Man2Stonks:
  tq
  2021-06-09
  Reply
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- Ash1285:
  Yes
  2021-06-09
  Reply
  Report
e13v3n
·2021-06-09
pls like n comment
Reply
4
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- 1Man2Stonks:
  ok
  2021-06-09
  Reply
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But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","article_id":"2142629589","we_media_id":null,"thumbnails":[],"rights":{"source":"yahoofinance","url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","rn_cache_url":null,"customStyle":"img, svg { display: none !important; }","selectors":"article","filters":"","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","pubTimestamp":1623194714,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Crypto has facilitated a whole new industry. 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But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180821322,"gmtCreate":1623199104066,"gmtModify":1704198092938,"author":{"id":"3575443999456708","authorId":"3575443999456708","name":"ponyinvestor","avatar":"https://static.tigerbbs.com/138d1ebc8820019726a687f0ffe45994","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Is this a problem?","listText":"Is this a problem?","text":"Is this a problem?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/180821322","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4651999,"gmtCreate":1623249077653,"gmtModify":1663228294343,"authorId":3574212658666655,"author":{"id":3574212658666655,"authorId":3574212658666655,"name":"RoronoaZH","avatar":"https://static.tigerbbs.com/6027524e05252ce50f33bd07092df954","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.22","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180821322,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4641189,"gmtCreate":1623199287438,"gmtModify":1663228242435,"authorId":3580452134521703,"author":{"id":3580452134521703,"authorId":3580452134521703,"name":"orangey","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180821322,"type":1,"supId":0,"prevId":0,"content":"hmm","text":"hmm","html":"hmm"}],"langContent":"EN"},{"id":180819708,"gmtCreate":1623197971904,"gmtModify":1704198048016,"author":{"id":"3585825443882713","authorId":"3585825443882713","name":"kg87","avatar":"https://static.tigerbbs.com/79893a5a21a1356464852c3e81207bd9","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180819708","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180800319,"gmtCreate":1623196863331,"gmtModify":1704198002847,"author":{"id":"3576820982022251","authorId":"3576820982022251","name":"Shindokai","avatar":"https://static.tigerbbs.com/548d3e56658ca7df99ec4ad0e0b65d4d","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"No different since crypto will bounce back again","listText":"No different since crypto will bounce back again","text":"No different since crypto will bounce back again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180800319","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180171083,"gmtCreate":1623196627242,"gmtModify":1704197993145,"author":{"id":"3570566515210361","authorId":"3570566515210361","name":"爱喝水的小猫猫","avatar":"https://community-static.tradeup.com/news/e7ef4b0c19dbcbfb2e524fcc32c97dbf","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1},"htmlText":"Diversify","listText":"Diversify","text":"Diversify","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180171083","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180156730,"gmtCreate":1623196103020,"gmtModify":1704197970942,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Nice read","listText":"Nice read","text":"Nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/180156730","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4639904,"gmtCreate":1623196203466,"gmtModify":1663228234249,"authorId":3565700003213382,"author":{"id":3565700003213382,"authorId":3565700003213382,"name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180156730,"type":1,"supId":0,"prevId":0,"content":"<u>comment</u>","text":"<u>comment</u>","html":"<u>comment</u>"}],"langContent":"EN"},{"id":180122123,"gmtCreate":1623195719462,"gmtModify":1704197958478,"author":{"id":"3582768626756456","authorId":"3582768626756456","name":"JasonTan00","avatar":"https://static.tigerbbs.com/df890be515e101bc07c884acb6a2f607","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"nice. &nbsp;&nbsp;","listText":"nice. &nbsp;&nbsp;","text":"nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180122123","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180126102,"gmtCreate":1623195689106,"gmtModify":1704197957668,"author":{"id":"3573194333239551","authorId":"3573194333239551","name":"sw3","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Okokok&nbsp;","listText":"Okokok&nbsp;","text":"Okokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180126102","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180123178,"gmtCreate":1623195592694,"gmtModify":1704197953463,"author":{"id":"3550435859846504","authorId":"3550435859846504","name":"KTC","avatar":"https://static.tigerbbs.com/3623e77f867273576bf9781b05f7bf6c","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0},"htmlText":"NVDA today ex date","listText":"NVDA today ex date","text":"NVDA today ex date","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180123178","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4640204,"gmtCreate":1623196835363,"gmtModify":1663228237047,"authorId":3576820982022251,"author":{"id":3576820982022251,"authorId":3576820982022251,"name":"Shindokai","avatar":"https://static.tigerbbs.com/548d3e56658ca7df99ec4ad0e0b65d4d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180123178,"type":1,"supId":0,"prevId":0,"content":"Well","text":"Well","html":"Well"},{"id":4639844,"gmtCreate":1623196066889,"gmtModify":1663228235455,"authorId":3578557787610251,"author":{"id":3578557787610251,"authorId":3578557787610251,"name":"bulbul","avatar":"https://static.tigerbbs.com/74ecc3527b17ea07241b04a5a35ec1b3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180123178,"type":1,"supId":4639677,"prevId":0,"content":"K","text":"K","html":"K"},{"id":4639677,"gmtCreate":1623195620125,"gmtModify":1663228234439,"authorId":3580117627003048,"author":{"id":3580117627003048,"authorId":3580117627003048,"name":"FSYE","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180123178,"type":1,"supId":0,"prevId":0,"content":"<u>k</u>","text":"<u>k</u>","html":"<u>k</u>"}],"langContent":"EN"},{"id":180164996,"gmtCreate":1623195452515,"gmtModify":1704197947792,"author":{"id":"3569876910526514","authorId":"3569876910526514","name":"VL505","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":4,"crmLevelSwitch":0},"htmlText":"Yeah! NVDA?","listText":"Yeah! NVDA?","text":"Yeah! NVDA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180164996","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180165208,"gmtCreate":1623195426404,"gmtModify":1704197946660,"author":{"id":"3559643628960690","authorId":"3559643628960690","name":"KWHChye","avatar":"https://static.tigerbbs.com/ff28c38f154930713b0a64f6389191d8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Not sure if it will dip again since at ATH","listText":"Not sure if it will dip again since at ATH","text":"Not sure if it will dip again since at ATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180165208","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180162742,"gmtCreate":1623195411886,"gmtModify":1704197945527,"author":{"id":"3575968404520448","authorId":"3575968404520448","name":"到月球","avatar":"https://static.tigerbbs.com/db963f04ac426ffe5e014325abdac6fd","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180162742","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":180168899,"gmtCreate":1623195287911,"gmtModify":1704197941958,"author":{"id":"3582026494482473","authorId":"3582026494482473","name":"Sagi08","avatar":"https://static.tigerbbs.com/04a6ca80d31900bae8ec95b23446e79d","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/180168899","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4639593,"gmtCreate":1623195399801,"gmtModify":1663228235439,"authorId":3559643628960690,"author":{"id":3559643628960690,"authorId":3559643628960690,"name":"KWHChye","avatar":"https://static.tigerbbs.com/ff28c38f154930713b0a64f6389191d8","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.39%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180168899,"type":1,"supId":0,"prevId":0,"content":"Yes boss ","text":"Yes boss ","html":"Yes boss "},{"id":4640987,"gmtCreate":1623198848279,"gmtModify":1635331546536,"authorId":3581848609787274,"author":{"id":3581848609787274,"authorId":3581848609787274,"name":"IZLIN","avatar":"https://static.tigerbbs.com/f2241963762942310c858a3aae49c0d1","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180168899,"type":1,"supId":0,"prevId":0,"content":"roger that!","text":"roger that!","html":"roger that!"}],"langContent":"EN"},{"id":180160755,"gmtCreate":1623195129177,"gmtModify":1704197937092,"author":{"id":"3568795661912400","authorId":"3568795661912400","name":"Ash1285","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Pla like and comment thanks","listText":"Pla like and comment thanks","text":"Pla like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180160755","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4660530,"gmtCreate":1623293117197,"gmtModify":1663228337045,"authorId":3568795661912400,"author":{"id":3568795661912400,"authorId":3568795661912400,"name":"Ash1285","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180160755,"type":1,"supId":4639694,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":4656691,"gmtCreate":1623282328175,"gmtModify":1663228318050,"authorId":3568795661912400,"author":{"id":3568795661912400,"authorId":3568795661912400,"name":"Ash1285","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180160755,"type":1,"supId":4639694,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":4639694,"gmtCreate":1623195637193,"gmtModify":1663228236029,"authorId":3573194333239551,"author":{"id":3573194333239551,"authorId":3573194333239551,"name":"sw3","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180160755,"type":1,"supId":0,"prevId":0,"content":"yeah <u>ok</u>","text":"yeah <u>ok</u>","html":"yeah <u>ok</u>"}],"langContent":"EN"},{"id":180184549,"gmtCreate":1623195039481,"gmtModify":1704197933683,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Yeah nvda to the moon","listText":"Yeah nvda to the moon","text":"Yeah nvda to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/180184549","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4639502,"gmtCreate":1623195161374,"gmtModify":1663228234425,"authorId":3576990637797737,"author":{"id":3576990637797737,"authorId":3576990637797737,"name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180184549,"type":1,"supId":4639483,"prevId":0,"content":"<u>tq</u>","text":"<u>tq</u>","html":"<u>tq</u>"},{"id":4639483,"gmtCreate":1623195121275,"gmtModify":1635331696098,"authorId":3568795661912400,"author":{"id":3568795661912400,"authorId":3568795661912400,"name":"Ash1285","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180184549,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":180188706,"gmtCreate":1623194915905,"gmtModify":1704197928326,"author":{"id":"3565819252889467","authorId":"3565819252889467","name":"e13v3n","avatar":"https://static.tigerbbs.com/387ab24895655e32d7ddaf87ded7da37","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"pls like n comment","listText":"pls like n comment","text":"pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/180188706","repostId":2142629589,"repostType":4,"repost":{"id":"2142629589","pubTimestamp":1623194714,"share":"https://www.laohu8.com/m/news/2142629589?lang=&edition=full","pubTime":"2021-06-09 07:25","market":"us","language":"en","title":"Nvidia: Crypto Pullback Will Be Offset by Gaming Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2142629589","media":"TipRanks","summary":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious d","content":"<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Crypto Pullback Will Be Offset by Gaming Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Crypto Pullback Will Be Offset by Gaming Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-crypto-pullback-offset-gaming-222514491.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142629589","content_text":"Crypto has facilitated a whole new industry. But these new assets’ ascent is also making a serious dent in other well-established industries, from finance to art and much in between.The chip industry has also felt the impact; demand for GPUs has reached new heights, as they are used to mine digital currencies. This has been a boon for Nvidia (NVDA), as the outsized demand has added another significant revenue stream. But now that the crypto bull run is coming to an end, investors are getting jittery about what the possible lack of demand could mean for the GPU giant.Evercore analyst C.J. Muse does not believe there is much to be worried about due to one major reason.“Despite rising crypto concerns and current supply constraints, we believe investor fears for NVDA’s Gaming business are largely overdone based on our view that true gaming demand remains greatly underappreciated,” the 5-star analyst said.That’s not to say the crypto revenues are to be sniffed at. Ex-CMP (crypto mining processors) for 2H20+CY21, Muse estimates crypto related revenues are likely to be around $1.2 billion. However, as Ethereum moves to a PoS (proof of stake) consensus mechanism, by the end of CY21, these “will likely cease” and some miners will “offload these GPUs into the channel.”Is this a problem? Not necessarily, says Muse. The analyst’s “bottoms up math” indicates that $3.5 billion in pent-up gaming demand “can more than offset any crypto demand falloff.”With this in mind, Muse expects gaming revenues in CY21/CY22 will increase to $12.2 billion and 13.7 billion, respectively, which is 8% and 12% higher than consensus estimates. This should help the company generate EPS of $16.35 and $19.00, respectively, compared to the Street’s forecast of $15.32 and $17.09.All of which leads Muse to believe good times await Nvidia shareholders with or without crypto.“With line of sight to consensus estimates moving higher despite a slowdown in crypto combined with Data Center that is expected to reaccelerate in 2H21 followed by next-gen architecture ramp in 2H22 (Lovelace) followed by ARM server CPU ramp in 1H23, and we see a clear path of positive catalysts to lift shares higher,” Muse summed up.That said, with shares up by 35% year-to-date, at present, Muse’s $750 price target suggests only ~7% upside from current levels. The analyst’s rating stays an Outperform (i.e. Buy).The discrepancy between rating and price target is also evident in Muse’ colleagues’ appraisal. Barring one Hold, all 25 other recent reviews say Buy, naturally coalescing to a Strong Buy consensus rating. However, the upside remains capped; at $727, the average price target suggests shares will gain a modest 3% over the coming months.To find good ideas for chip stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4639440,"gmtCreate":1623195047567,"gmtModify":1663228233130,"authorId":3576990637797737,"author":{"id":3576990637797737,"authorId":3576990637797737,"name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":180188706,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":57,"commentSize":16,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}